Britvic PLC

BVIC

Equity

ISIN GB00B0N8QD54 / Valor 2353125

LSE London Stock Exchange, SETS (2025-06-17)

GBP 13.13%

Britvic PLC
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About company

Britvic PLC is a UK-based soft drinks manufacturer and distributor that develops, produces and sells a portfolio of owned and licensed beverage brands primarily in Great Britain and Ireland, with exports to other markets. Its portfolio includes mainstream and juice-based soft drinks, mixers and children's drinks — brands such as Robinsons, J2O, Tango and Fruit Shoot — and it holds long-standing manufacturing and distribution agreements for PepsiCo-branded drinks in Great Britain. Britvic supplies grocery retail, convenience and out-of-home channels through its production plants and distribution network, and is listed on the London Stock Exchange as a FTSE 250 company.

Summarized from source with an LLMView SourceSector: Consumer Non-Cyclicals

Headline financials

Revenue £1,899.0m (+9.5% underlying constant currency; +8.6% reported). Adjusted EBIT £250.9m (+15.2% constant currency; margin 13.2%, +60bps). Profit after tax £125.8m and adjusted EPS 69.5p.

Volume, price and mix

Group volumes rose +3.1% with average realised price up +6.2% — growth was driven by both organic demand and recent brand acquisitions.

Cashflow and dividends

Free cash flow was £85.5m (down versus prior year, impacted by working capital timing). Interim dividend of 9.5p paid; a proposed special dividend of 25p (as part of the Carlsberg transaction) was announced — combined value 34.5p per share; no final dividend proposed given the proposed acquisition. Share buyback suspended after the offer announcement.

Regional and brand performance

Great Britain: solid performance with family favourites up +5.5% (retail strength, increased A&P). Brazil: very strong growth, revenue +35.3% (including Extra Power and other acquisitions). France: softer volumes year-on-year with margin/mix pressure. New growth brands (Plenish, Jimmy’s, Aqua Libra, London Essence) grew strongly — Plenish +101.6%, London Essence +37.6%.

M&A and corporate developments

Completed prior-year/supplementary acquisitions (Extra Power, Flying Horse, Juxx, Amazoo, Jimmy’s) integrated; Group agreed a recommended acquisition by Carlsberg A/S for 1,315p per share (1,290p cash + 25p special dividend). Shareholder approvals passed; transaction subject to regulatory clearance (CMA/European).

Capital investment and operations

Continued supply‑chain investment: new can line commissioned, increased Ballygowan and Hint of Fruit capacity in Ireland, and a £25m upgrade of the Lutterworth distribution centre (automation, higher throughput). Site efficiency projects (water treatment, heat recovery) progressed.

Sustainability and ESG progress

Healthier People / Healthier Planet highlights: average calories per 250ml serve ~21; rPET exit rate 29%; water intensity improved to 1.94 m3/tonne; 75% of grid electricity for GB production supplied from a 160‑acre solar farm (PPA) and overall Group carbon reductions progressing toward science‑based targets.

Notable commercial activity

Major marketing and product activity included the Pepsi global rebrand launch (national 360° campaign), new flavour and pack innovations across Pepsi, Tango, Robinsons and Plenish, and continued expansion of Freshly Infused dispense points and hospitality contracts.

Summarized from source with an LLMView Source

Key figures

37.5%1Y

61.4%3Y

60.8%5Y

Performance

%1Y

15.6%3Y

18.9%5Y

Volatility