Added to YB: 2026-10-14
Pitch date: 2026-10-12
IMB.L [bullish]
Imperial Brands PLC
+4.71%
current return
Author Info
No bio for this author
Company Info
Imperial Brands PLC, together with its subsidiaries, manufactures, imports, markets, and sells tobacco and tobacco-related products in Europe, the Americas, Africa, the Asia, Australasia, and internationally.
Market Cap
GBP 20.2B
Pitch Price
GBP 26.99
Price Target
N/A
Dividend
6.02%
EV/EBITDA
7.64
P/E
12.41
EV/Sales
1.62
Sector
Tobacco
Category
value
Imperial Brands FY26 Pre-close: On Track, and the Arithmetic of a Low P/E
IMB.L (update): Imperial Brands trades at 7.8x FY26 EPS and 7.1x FY27 at 2,642p; steady profit, a 47% payout and surplus cash deployed to buybacks can drive strong per-share compounding. At the current multiple, profit could fall ~1.2% annually and five-year returns still clear 10%. FY26 EPS is modeled at 339p, up 7.6%, though operating-profit growth is expected near the low end and the thesis requires profits to remain sufficiently stable.
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