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Jun 6 2025, 07:19 IST/BST
AG Barr
Capital Markets Day – current strategy underpins continued momentum
DAVY VIEW
At its recent Capital Markets Day (CMD), AG Barr outlined its medium-term ambitions, targeting organic revenue growth of 4-6%, an adjusted operating profit margin of 14-16% (FY25: 13.6%) and a ROCE of c.20%+. While the targets broadly align with current consensus expectations, the event provided a tangible roadmap towards delivering the group’s growth ambitions. We maintain our ‘Outperform’ rating and raise our price target to £8.15, implying c.19% upside.
