Starting out life as a small private dairy company in Ireland, dual-listed Kerry (KYGA) is now a leading player in the global food industry. Through its ‘taste and nutrition’ business – which accounts for more than 80 per cent of its revenue – the group provides flavourings and ingredients, such as emulsifiers, to the food and beverage markets. Its focus on natural products is tapping into the growing trend of ‘green consumerism’, whereby people are looking for more environmentally friendly and healthy food.
IC TIP:
Buy
at
109.9€
Tip style
Growth
Risk rating
Medium
Timescale
Long Term
Bull points
ESG favourite
Long-term food trends
Product innovation
Market-leading positions
Bear points
Covid-19 uncertainty
Short-seller attack
Premium valuation