-0.82%
9.56%
0.83%
-2.21%
-18.90%
-4.32%
-19.78%
AI Spotlight on VRLA
Company Description
Verallia Société Anonyme produces and sells glass packaging products for beverages and food industry worldwide.It provides bottles and jars for still and sparkling wines, spirits, food products, beers, soft drinks, and mineral water.The company was founded in 1827 and is headquartered in Courbevoie, France.
Market Data
| Last Price | 26.6 |
| Change Percentage | -0.82% |
| Open | 26.8 |
| Previous Close | 26.82 |
| Market Cap ( Millions) | 3132 |
| Volume | 65785 |
| Year High | 39 |
| Year Low | 22.26 |
| M A 50 | 24.26 |
| M A 200 | 28.73 |
Financial Ratios
| FCF Yield | 7.34% |
| Dividend Yield | 8.08% |
| ROE | 32.01% |
| Debt / Equity | 244.06% |
| Net Debt / EBIDTA | 203.85% |
| Price To Book | 3.61 |
| Price Earnings Ratio | 10.99 |
| Price To FCF | 13.63 |
| Price To sales | 0.89 |
| EV / EBITDA | 5.9 |
News
- Jan -08 - Half-Yearly Report on Verallia Liquidity Agreement
- Oct -25 - Verallia Announces a Successful New Bond Issuance of €600,000,000
- Oct -24 - Verallia (VRLAF) Q3 2024 Earnings Call Highlights: Navigating Challenges with Strategic Growth ...
- Oct -22 - 2024 Third Quarter Results: Verallia Returns to Moderate Organic Volume Growth in a Still Challenging Market Environment
- Oct -09 - Verallia (VRLAF) H1 2024 Earnings Call Highlights: Navigating Revenue Declines and Strategic ...
- Sep -11 - Verallia inaugurates 100% electric furnace at Cognac facility
- Jul -24 - 2024 first half results: Recovery in activity confirmed but at a slower pace than expected; Verallia delivers solid profitability with 24.4% adjusted EBITDA margin
- Jul -16 - Half-yearly Report on Verallia Liquidity Agreement
- Jul -08 - Verallia: Recovery in Activity Confirmed but Slower Than Anticipated; 2024 adjusted EBITDA revised, now expected around the same level as in 2022
- Jul -05 - Verallia closes acquisition of Vidrala’s glass division
- Jul -04 - Verallia has Successfully Completed the Acquisition of Vidrala’s Glass Business in Italy
- Jun -21 - Verallia presses forward with employee partnership programme
- Jun -21 - Verallia Continues Its Commitment to Value Sharing by Finalizing the 9th Edition of Its Employee Shareholding Offer
- Apr -26 - Verallia: General Shareholders’ Meeting held on 26 April 2024
- Apr -24 - Verallia: First Quarter 2024 Results: Activity Down Compared to Q1 2023 as Expected, Gradual Recovery in Line With the Outlook Presented in the Full-year Results
- Apr -05 - Verallia: Conditions of availability of the preparatory documents for the General Shareholders’ Meeting to be held on April 26, 2024
- Mar -28 - Verallia: Availability of the 2023 Universal Registration Document
- Mar -21 - Verallia: Amount Allocated to the Liquidity Agreement Increased to €5 Million
- Feb -28 - Verallia Has Entered Into an Agreement to Acquire Vidrala's Glass Business in Italy
- Feb -14 - 2023 Annual Results: Verallia Records an Excellent Financial Performance Amid Weaker Market Conditions and Aims to Generate an EBITDA of Around €1bn in 2024
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Still Wines
Expected Growth : 9 %
What the company do ?
Still Wines from Verallia Société Anonyme are premium, high-quality wines packaged in elegant glass bottles, perfect for special occasions and everyday enjoyment.
Why we expect these perspectives ?
Verallia Société Anonyme's 9% growth in Still Wines is driven by increasing demand for premiumization, rising popularity of wine-based cocktails, and expanding distribution channels in emerging markets. Additionally, the company's focus on sustainable packaging and eco-friendly practices resonates with environmentally conscious consumers, contributing to its growth momentum.
Segment n°2 -> Food
Expected Growth : 8 %
What the company do ?
Verallia Société Anonyme is a French company that manufactures and supplies glass packaging for the food and beverage industry, particularly for wine, beer, and soft drinks.
Why we expect these perspectives ?
Verallia Société Anonyme's 8% growth in the Food segment is driven by increasing demand for sustainable and eco-friendly packaging, expansion into emerging markets, and strategic partnerships with major food and beverage companies. Additionally, the company's focus on innovation, such as the development of lightweight and recyclable glass packaging, has contributed to its growth.
Segment n°3 -> Spirits
Expected Growth : 10 %
What the company do ?
Spirits from Verallia Société Anonyme is a French company that manufactures and supplies premium glass packaging for spirits, wine, and beer industries.
Why we expect these perspectives ?
Verallia Société Anonyme's 10% growth in Spirits is driven by increasing demand for premiumization, craft spirits, and e-commerce sales. Additionally, the company's strategic expansion into emerging markets, innovative packaging solutions, and partnerships with major spirits brands contribute to its growth momentum.
Segment n°4 -> Sparkling Wines
Expected Growth : 12 %
What the company do ?
Sparkling Wines from Verallia Société Anonyme are luxurious, high-quality champagnes and proseccos crafted with precision and elegance, perfect for special occasions.
Why we expect these perspectives ?
Verallia Société Anonyme's 12% growth in Sparkling Wines is driven by increasing demand for premiumization, rising popularity of champagne and prosecco, expansion in emerging markets, and strategic partnerships with wine producers. Additionally, innovative packaging and sustainable practices contribute to the segment's growth.
Segment n°5 -> Beers
Expected Growth : 7 %
What the company do ?
Verallia Société Anonyme is a French company that produces a wide range of glass packaging for beverages, including beers, with a focus on sustainability and innovative designs.
Why we expect these perspectives ?
Verallia Société Anonyme's 7% growth in beer packaging is driven by increasing demand for craft beer, premiumization, and sustainability. Rising consumption in emerging markets, particularly in Latin America and Asia, also contributes to growth. Additionally, the company's focus on innovative packaging solutions, such as lightweight bottles and eco-friendly designs, appeals to environmentally conscious consumers.
Segment n°6 -> Soft Drinks
Expected Growth : 6 %
What the company do ?
Soft Drinks from Verallia Société Anonyme refers to glass packaging solutions for carbonated and non-carbonated beverages, juices, and other soft drinks.
Why we expect these perspectives ?
The 6% growth of Soft Drinks from Verallia Société Anonyme is driven by increasing health consciousness, premiumization, and sustainability trends. Consumers are opting for low-calorie and natural ingredients, boosting demand for specialty glass packaging. Additionally, the rise of e-commerce and at-home consumption is fueling growth in the soft drinks market.
Segment n°7 -> Others
Expected Growth : 8 %
What the company do ?
Others from Verallia Société Anonyme refers to the miscellaneous or non-core business activities of the company, not classified under any specific segment.
Why we expect these perspectives ?
Verallia Société Anonyme's 8% growth is driven by increasing demand for sustainable packaging, expansion into emerging markets, and strategic acquisitions. Additionally, the company's focus on innovation, cost savings initiatives, and strong relationships with key customers contribute to its growth momentum.
Verallia Société Anonyme Products
| Product Range | What is it ? |
|---|---|
| Glass Packaging for Food and Beverages | Verallia offers a wide range of glass packaging solutions for food and beverages, including jars, bottles, and containers for products such as jams, honey, sauces, and beverages. |
| Glass Packaging for Pharmaceuticals and Cosmetics | Verallia provides specialized glass packaging solutions for pharmaceuticals and cosmetics, including vials, ampoules, and jars for storing and dispensing medications and personal care products. |
| Glass Packaging for Perfumery and Luxury Goods | Verallia offers premium glass packaging solutions for perfumery and luxury goods, including bespoke bottles and containers for high-end fragrances and cosmetics. |
| Glass Packaging for Wine and Spirits | Verallia provides a range of glass packaging solutions for wine and spirits, including bottles and containers for wine, champagne, and spirits. |
| Glass Packaging for Dairy and Baby Food | Verallia offers specialized glass packaging solutions for dairy and baby food products, including jars and containers for yogurt, milk, and baby food. |
Verallia Société Anonyme's Porter Forces
Threat Of Substitutes
The threat of substitutes for Verallia Société Anonyme is moderate due to the presence of alternative packaging solutions, but the company's focus on sustainable and innovative products helps to mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is relatively low due to Verallia's strong relationships with its clients and the customized nature of its products.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate due to the company's dependence on raw materials, but Verallia's diversified supplier base and long-term contracts help to mitigate this risk.
Threat Of New Entrants
The threat of new entrants is relatively low due to the high barriers to entry in the glass packaging industry, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry in the glass packaging industry is high due to the presence of established competitors and the need for continuous innovation to stay competitive.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 66.44% |
| Debt Cost | 6.66% |
| Equity Weight | 33.56% |
| Equity Cost | 8.96% |
| WACC | 7.43% |
| Leverage | 197.98% |
Verallia Société Anonyme : Quality Control
Verallia Société Anonyme passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| SMDS.L | DS Smith Plc provides packaging solutions, paper products, and recycling services worldwide. The company offers transit and transport, consumer, retail and shelf ready, online and e-retail, industrial, hazardous, multi-material, cushioning, … |
| VIS.MC | Viscofan, S.A., together with its subsidiaries, manufactures and distributes artificial casings primarily for use in the meat and other industry worldwide. The company offers cellulose casings for cooked, smoked, or … |
| VID.MC | Vidrala, S.A., a consumer packaging company, manufactures and sells glass containers for food and beverage products in Spain, the United Kingdom, Ireland, France, Italy, Portugal, and internationally. The company provides … |
| SK3.IR | Smurfit Kappa Group plc, together with its subsidiaries, manufactures, distributes, and sells paper-based packaging products. It operates through two segments, Europe and the Americas. The company offers consumer, retail, industrial, … |
| HUH1V.HE | Huhtamäki Oyj manufactures and sells packaging products in the United States, Germany, India, the United Kingdom, Australia, Thailand, China, South Africa, Russia, the United Arab Emirates, Findland, and internationally. It … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Viscofan
A-Score
1-Year Total Return ->
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Vidrala
A-Score
1-Year Total Return ->
🥉
DS Smith
A-Score
1-Year Total Return ->
4
Huhtamaki
A-Score
1-Year Total Return ->
5
Verallia
A-Score
1-Year Total Return ->
6
