Fat pitch value: Supreme PLC
Another UK serial acquirer
Hello Everyone.
After two old ideas in Emerging markets updated, we are back in Europe.
Supreme PLC may not be totally unknown to you, but I will start with a presentation followed by the current state of the business
UK Defensive industry company
Serial acquirer
EV/EBTIDA of 4,8
FW PE of 7.2
Half year results up 22% in 2024
Regulatory risks
Supreme PLC is a leading manufacturer, supplier and brand owner of fast moving consumable goods. It sells to supermarkets and high streets discount retailers. I had the original idea from insider ideas in 2022 and it’s fair that I credit the author.
I had 52% return on the name ex dividends, so thank you insider Ideas. I will review and present the company as of 2025 with a fat pitch value, where I focus on the essentials.
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