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1. Company Snapshot

1.a. Company Description

A.G. BARR p.l.c., together with its subsidiaries, manufactures, distributes, and sells soft drinks and cocktail solutions in the United Kingdom and internationally.It provides carbonated and flavored soft drinks, fruit cocktails, fruit juices, spring and sparkling water, fruit puree, energy drinks, iced tea, and other non-alcoholic beverages.The company sells its products under the Barr flavours, Bundaberg, D'N'B, Funkin, IRN-BRU, KA, OMJ!, Rubicon, San Benedetto, Simply, Snapple, Strathmore, Sun Exotic, Rubicon RAW, Xyber, and Tizer brands.


It also engages in the distribution and sale of plant-based milks and porridge.The company was founded in 1875 and is headquartered in Cumbernauld, the United Kingdom.

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1.b. Last Insights on BAG

A.G. BARR p.l.c.'s recent performance was negatively impacted by the departure of Roger White, the CEO with over 20 years of experience in the drinks industry, as he left to head C&C Group. This leadership change may create uncertainty and potentially disrupt the company's operations. Additionally, a recent analysis suggests that the company is 45% undervalued, with a projected fair value of UK£10.90, implying that the current market price may not accurately reflect the company's true worth.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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A.G. BARR (LON:BAG) Has Announced A Dividend Of £0.0344

Oct -03

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Profits and sales lift at Irn-Bru maker after price hikes

Sep -30

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A.G. BARR p.l.c.'s (LON:BAG) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?

Sep -09

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European Undervalued Small Caps With Insider Buying August 2025

Aug -20

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A.G. BARR p.l.c.'s (LON:BAG) Intrinsic Value Is Potentially 87% Above Its Share Price

Aug -11

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Discover European Undervalued Small Caps With Insider Buying In July 2025

Jul -22

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Stocks to watch next week: Tesla, Alphabet, Intel, Lloyds and JD Wetherspoon

Jul -18

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Irn-Bru maker AG Barr buys majority stake in The Turmeric Co

Jul -11

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.55%)

6. Segments

Soft Drinks

Expected Growth: 4.5%

A.G. BARR p.l.c.'s soft drinks segment growth of 4.5% is driven by increasing health consciousness, rising demand for low-calorie and sugar-free beverages, and successful product innovation such as the expansion of the Irn-Bru X brand. Additionally, strategic partnerships and acquisitions have enhanced distribution channels and expanded the company's market reach.

Cocktail Solutions

Expected Growth: 4.8%

Cocktail Solutions' 4.8% growth driven by increasing demand for premium mixers, expansion into new markets, and strategic partnerships. Additionally, A.G. BARR's focus on innovation, quality, and sustainability resonates with consumers, contributing to the segment's growth.

Other

Expected Growth: 5.2%

A.G. BARR p.l.c.'s 5.2% growth in 'Other' segment is driven by increasing demand for non-carbonated soft drinks, successful product innovation, and expansion into new markets. Additionally, the company's focus on sustainability and eco-friendly packaging has resonated with environmentally conscious consumers, contributing to the segment's growth.

7. Detailed Products

Irn-Bru

A bright orange-colored, sweet-tasting soda made with 32 flavors

Barr Flavours

A range of flavored soft drinks, including cola, lemonade, and orange

Rubicon

A range of exotic fruit flavors, including mango, pineapple, and passionfruit

Kaatel

A range of still and sparkling flavored waters

Strathmore

A range of still and sparkling waters sourced from natural springs

Funkin

A range of cocktail mixers and syrups

8. A.G. BARR p.l.c.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for A.G. BARR p.l.c. is medium due to the presence of alternative beverages in the market, but the company's strong brand portfolio and product diversification mitigate this threat.

Bargaining Power Of Customers

The bargaining power of customers is low for A.G. BARR p.l.c. due to the company's strong brand presence and customer loyalty, making it difficult for customers to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium for A.G. BARR p.l.c. due to the company's dependence on a few large suppliers, but the company's strong relationships and long-term contracts mitigate this risk.

Threat Of New Entrants

The threat of new entrants is low for A.G. BARR p.l.c. due to the high barriers to entry in the beverage industry, including high capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry is high for A.G. BARR p.l.c. due to the competitive nature of the beverage industry, with many established players and frequent product innovations.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 1.65%
Debt Cost 5.44%
Equity Weight 98.35%
Equity Cost 5.64%
WACC 5.63%
Leverage 1.67%

11. Quality Control: A.G. BARR p.l.c. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
M.P. Evans

A-Score: 7.5/10

Value: 6.6

Growth: 8.0

Quality: 8.1

Yield: 6.2

Momentum: 9.5

Volatility: 6.7

1-Year Total Return ->

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Stock-Card
UIE

A-Score: 6.8/10

Value: 5.4

Growth: 4.4

Quality: 7.9

Yield: 7.5

Momentum: 7.5

Volatility: 8.3

1-Year Total Return ->

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Stock-Card
Barr

A-Score: 6.2/10

Value: 4.0

Growth: 5.2

Quality: 6.9

Yield: 5.0

Momentum: 6.5

Volatility: 9.7

1-Year Total Return ->

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Stock-Card
SODEXE

A-Score: 5.4/10

Value: 3.8

Growth: 5.9

Quality: 6.6

Yield: 1.9

Momentum: 8.0

Volatility: 6.3

1-Year Total Return ->

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Stock-Card
Nichols

A-Score: 5.0/10

Value: 3.4

Growth: 4.0

Quality: 8.0

Yield: 3.8

Momentum: 6.5

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Fevertree Drinks

A-Score: 4.6/10

Value: 2.2

Growth: 6.0

Quality: 7.0

Yield: 3.1

Momentum: 6.5

Volatility: 3.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

6.34$

Current Price

6.34$

Potential

-0.00%

Expected Cash-Flows