Kerry Group plc AI Stock Analysis
Kerry Group plc (KYGA) AI Stock Analysis
Kerry Group plc
(LSE:KYGA)
No summary available
Kerry Group plc (KYGA) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- EUR 15.38B
- Dividend Yield
- 1.49%
- Average Volume (3M)
- 72.57K
- Price to Earnings (P/E)
- 24.5
- Beta (1Y)
- 0.45
- Revenue Growth
- 1.83%
- EPS Growth
- -7.26%
- Country
- UK
- Employees
- 19,284
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Packaged Foods
Kerry Group plc Business Overview & Revenue Model
Company Description
Kerry Group plc, through its various business units, specializes in the innovation, production, and supply of flavor and nutritional offerings for the food, drink, and pharmaceutical sectors. Its global reach extends across Europe, the Middle East, A...
Kerry Group plc Earnings Call Summary
The call presented a predominantly positive performance: broad-based volume growth with acceleration in Q2, meaningful EBITDA margin expansion (60 bps), adjusted EPS growth of 7.9% (constant currency), strong free cash flow and a healthy balance sheet with ongoing capital returns. Headwinds include notable FX translation impacts (-4.8% on revenue), a 1% drop in pricing in H1 with expected modest inflation in H2, an inventory-driven working capital build (EUR 81m), and modest European volume growth. Management maintained full-year adjusted EPS guidance of 6%–10% constant currency and emphasized continued delivery of Accelerate 2.0 efficiencies, supporting an overall constructive outlook despite currency and near-term cost dynamics.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management maintained full‑year adjusted EPS guidance of 6–10% growth in constant currency, while warning of a 1–2% foreign‑currency translation headwind to EPS; they noted H1 adj. EPS of EUR 2.141 (up 7.9% cc), H1 revenue of EUR 3.3bn with 3.3% volume growth, EBITDA of EUR 558m (5.8% organic) and 60bp EBITDA margin expansion (including 40bp from Accelerate 2.0), free cash flow of EUR 262m with average cash conversion of 76% (85% on working‑capital movement) and a full‑year cash‑conversion target of 80%+, net debt of EUR 2.4bn (net debt/EBITDA 2.0x) with 5.8‑year weighted maturity, plan for continued margin expansion, expected input‑costs to move from H1 deflation to limited H2 inflation, and ongoing capital returns (interim dividend $0.462/sh, +10%, and EUR 173m buybacks in H1).
Kerry Group plc Peers Comparison
Overall Rating
GB:ULVR80Outperform
GB:TSCO76Outperform
GB:IMB68Neutral
GB:PZC63Neutral
GB:CCR52Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:ULVR | 80Outperform | GBP 106.40B | 13.89 | 58.26% | 3.34% | -20.44% | 4.96% |
| GB:TSCO | 76Outperform | GBP 34.12B | 18.35 | 16.45% | 2.68% | 5.41% | 30.44% |
| GB:IMB | 68Neutral | GBP 21.60B | 13.58 | 39.24% | 5.65% | 4.73% | -28.94% |
| GB:PZC | 63Neutral | GBP 419.51M | 21.51 | 8.44% | 3.71% | 5.37% | ― |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| GB:CCR | 52Neutral | GBP 386.75M | 109.17 | 0.81% | 4.76% | -2.97% | -79.32% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:KYGA | Kerry Group plc | 96.80 | 18.93 | 24.31% | |
| GB:PZC | PZ Cussons | 99.80 | 34.13 | 51.98% | |
| GB:ULVR | Unilever Plc (UK) | 4939.00 | 173.06 | 3.63% | |
| GB:TSCO | Tesco plc | 550.60 | 113.01 | 25.83% | |
| GB:IMB | Imperial Brands (UK) | 2893.00 | -132.93 | -4.39% | |
| GB:CCR | C&C Group Plc | 105.00 | -22.67 | -17.75% | |
| GB:OGN | Origin Enterprises plc | 335.00 | 19.31 | 6.12% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.