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1. Company Snapshot

1.a. Company Description

Treatt plc, together with its subsidiaries, manufactures and supplies various natural extracts and ingredients to the flavor, fragrance, beverage, and consumer product industries in the United Kingdom, Germany, Ireland, the United States, China, and internationally.The company offers flavor ingredients, such as citrus, coffee, tea, health and wellness, and fruits and vegetables extracts; aroma, natural, and high impact chemicals; and herb, spice, and floral ingredients.It also provides ingredient applications for beverage and household products; and fragrance ingredients, such as blends and ingredients.


The company was founded in 1886 and is headquartered in Bury Saint Edmunds, the United Kingdom.

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1.b. Last Insights on TET

Treatt plc's recent performance was negatively impacted by the challenging global economic conditions, as evidenced by the weak trade data from China. The FTSE 100 index's decline due to these factors has created a volatile environment, making it difficult for investors to navigate. Furthermore, the company's dividend yield, although attractive at 4.8%, may not be enough to offset the uncertainty surrounding the global economy. The recent decline in the UK market has also led to a decrease in investor confidence, potentially affecting Treatt's stock performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Form 8.3 - 8.3 NCC Group plc

Sep -23

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Form 8.5 (EPT/RI) - Treatt plc

Sep -19

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Form 8.3 - Ricardo PLC

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.55%)

6. Segments

Citrus

Expected Growth: 5.5%

Citrus from Treatt plc's 5.5% growth is driven by increasing demand for natural and healthy ingredients, rising popularity of citrus-flavored beverages, and growing adoption in the foodservice industry. Additionally, Treatt's strategic expansion into new markets and product innovation have contributed to the segment's growth.

Synthetic Aroma

Expected Growth: 5.8%

Treatt plc's Synthetic Aroma segment growth of 5.8% is driven by increasing demand for natural and organic flavors in the food and beverage industry, coupled with the company's strategic expansion into emerging markets and innovative product offerings. Additionally, the growing trend of clean labeling and consumer preference for healthier alternatives contribute to the segment's growth.

Fruit and Vegetables

Expected Growth: 5.2%

Treatt plc's 5.2% growth in Fruit and Vegetables is driven by increasing demand for healthy and natural ingredients, expansion into new markets, and strategic partnerships with major food and beverage companies. Additionally, the company's focus on sustainability, organic offerings, and innovative product development have contributed to its growth momentum.

Health and Wellness

Expected Growth: 6.2%

Treatt plc's 6.2% growth in Health and Wellness is driven by increasing consumer demand for natural and organic ingredients, rising awareness of preventative healthcare, and growing popularity of functional beverages. Additionally, the company's strategic expansion into new markets and product innovation have contributed to this growth.

Herbs, Spices and Florals

Expected Growth: 5.0%

Treatt plc's 5.0% growth in Herbs, Spices and Florals is driven by increasing demand for natural and organic ingredients, rising popularity of plant-based diets, and growing consumer interest in unique flavor profiles. Additionally, expansion in the foodservice and beverage industries, as well as strategic partnerships and acquisitions, contribute to the segment's growth.

Tea

Expected Growth: 5.6%

Treatt plc's 5.6% growth in tea segment is driven by increasing demand for specialty teas, expanding distribution channels, and strategic partnerships. Rising health consciousness and premiumization trends also contribute to growth. Additionally, Treatt's focus on sustainability and innovative flavor profiles resonates with consumers, further boosting sales.

Coffee

Expected Growth: 5.9%

Treatt plc's 5.9% growth in coffee is driven by increasing demand for specialty coffee, expansion into new markets, and growing popularity of coffee-based beverages. Additionally, the company's focus on sustainability, quality, and innovative flavor profiles has enabled it to capitalize on the trend towards premiumization in the coffee industry.

7. Detailed Products

Citrus oils

Treatt plc offers a range of high-quality citrus oils, including lemon, orange, and grapefruit, used in food, beverages, and fragrances.

Essential oils

Treatt plc provides a variety of essential oils, including peppermint, eucalyptus, and tea tree oil, used in aromatherapy, cosmetics, and pharmaceuticals.

Flavor ingredients

Treatt plc offers a range of natural flavor ingredients, including vanilla, almond, and citrus, used in food, beverages, and confectionery.

Natural extracts

Treatt plc provides a variety of natural extracts, including botanicals, herbs, and spices, used in food, beverages, and pharmaceuticals.

Specialty ingredients

Treatt plc offers a range of specialty ingredients, including natural colors, preservatives, and texture modifiers, used in food, beverages, and cosmetics.

8. Treatt plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Treatt plc operates in the flavor and fragrance industry, where substitutes are available, but the company's strong brand reputation and high-quality products reduce the threat of substitutes.

Bargaining Power Of Customers

Treatt plc has a diverse customer base, and no single customer accounts for a significant portion of its revenue, reducing the bargaining power of customers.

Bargaining Power Of Suppliers

Treatt plc relies on a few key suppliers for its raw materials, giving them some bargaining power, but the company's long-term relationships and diversified supply chain mitigate this risk.

Threat Of New Entrants

The flavor and fragrance industry has high barriers to entry, including significant capital requirements and the need for specialized expertise, reducing the threat of new entrants.

Intensity Of Rivalry

The flavor and fragrance industry is highly competitive, with several established players competing for market share, driving innovation, and pricing pressure.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 7.54%
Debt Cost 8.58%
Equity Weight 92.46%
Equity Cost 8.58%
WACC 8.58%
Leverage 8.15%

11. Quality Control: Treatt plc passed 8 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
Elkem

A-Score: 5.0/10

Value: 8.8

Growth: 2.6

Quality: 3.2

Yield: 5.6

Momentum: 7.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
SP Group

A-Score: 4.4/10

Value: 6.3

Growth: 6.9

Quality: 6.2

Yield: 1.9

Momentum: 2.0

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
Treatt

A-Score: 3.9/10

Value: 6.7

Growth: 6.0

Quality: 6.2

Yield: 3.8

Momentum: 0.0

Volatility: 1.0

1-Year Total Return ->

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Stock-Card
LANXESS

A-Score: 3.1/10

Value: 8.3

Growth: 1.4

Quality: 1.9

Yield: 2.5

Momentum: 1.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
Gurit

A-Score: 2.7/10

Value: 7.6

Growth: 1.4

Quality: 1.5

Yield: 4.4

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Stock-Card
VERBIO

A-Score: 2.2/10

Value: 7.0

Growth: 2.0

Quality: 1.1

Yield: 1.2

Momentum: 1.0

Volatility: 0.7

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

2.13$

Current Price

2.13$

Potential

-0.00%

Expected Cash-Flows