Added to YB: 2025-01-29
Pitch date: 2025-01-27
UACN.LG [bullish]
UAC of Nigeria PLC
+132.1%
current return
Author Info
Fat Alpha Value Investing is a podcast that inveterviews top value investors who share their ideas. Sign up for the newsletter.
Company Info
UAC of Nigeria PLC operates in the animal feeds and other edibles, packaged food and beverages, and quick service restaurant business in Nigeria.
Market Cap
NGN 105.3B
Pitch Price
NGN 35.76
Price Target
63.00 (-24%)
Dividend
0.61%
EV/EBITDA
5.39
P/E
7.29
EV/Sales
0.58
Sector
Food Products
Category
growth
UAC Nigeria with Tim Staermose
UACN.LG: Diversified Nigerian conglomerate with strong brands in paints (Dulux), snacks, bottled water. Low valuation (6x P/E) despite 15% growth. New management improving operations. Risks: FX volatility, inflation. Potential upside from streamlining portfolio. Long-term play on Nigerian consumer growth.
Read full article (40 min)