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1. Company Snapshot

1.a. Company Description

Verallia Société Anonyme produces and sells glass packaging products for beverages and food industry worldwide.It provides bottles and jars for still and sparkling wines, spirits, food products, beers, soft drinks, and mineral water.The company was founded in 1827 and is headquartered in Courbevoie, France.

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1.b. Last Insights on VRLA

Verallia Société Anonyme's recent performance was negatively impacted by the success of the voluntary public tender offer initiated by BWGI, leading to a change of control and potential redemption of its 2028 and 2031 notes. The company's liquidity agreement and half-yearly report on liquidity also raised concerns. Additionally, the tender offer's reopening period resulted in BWGI holding 77.05% of Verallia's share capital and 69.15% of its voting rights, potentially limiting shareholder control.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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NATHALIE DELBREUVE IS APPOINTED AS CHIEF FINANCIAL OFFICER OF VALLOUREC AND JOINS THE EXECUTIVE COMMITTEE

Nov -28

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Verallia Chief Financial Officer Nathalie Delbreuve to Leave the Company as of 28 November 2025

Nov -24

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Is Verallia (ENXTPA:VRLA) Undervalued? A Fresh Look at Fair Value Versus Current Market Price

Nov -22

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Verallia, Penn State envision low-carbon future for glass

Nov -19

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Verallia Announces the Successful Completion of Its €850,000,000 Bond Issuance

Nov -06

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Verallia (WBO:VRLA) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with ...

Oct -23

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Verallia - 2025 Third Quarter Results: Continued Volume Growth but Profitability Down in a More Difficult Market Than Expected Leading to an Adjustment to 2025 Outlook

Oct -22

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3 European Stocks Estimated To Be Trading At Up To 45.6% Below Intrinsic Value

Sep -23

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.77%)

6. Segments

Still Wines

Expected Growth: 9%

Verallia Société Anonyme's 9% growth in Still Wines is driven by increasing demand for premiumization, rising popularity of wine-based cocktails, and expanding distribution channels in emerging markets. Additionally, the company's focus on sustainable packaging and eco-friendly practices resonates with environmentally conscious consumers, contributing to its growth momentum.

Food

Expected Growth: 8%

Verallia Société Anonyme's 8% growth in the Food segment is driven by increasing demand for sustainable and eco-friendly packaging, expansion into emerging markets, and strategic partnerships with major food and beverage companies. Additionally, the company's focus on innovation, such as the development of lightweight and recyclable glass packaging, has contributed to its growth.

Spirits

Expected Growth: 10%

Verallia Société Anonyme's 10% growth in Spirits is driven by increasing demand for premiumization, craft spirits, and e-commerce sales. Additionally, the company's strategic expansion into emerging markets, innovative packaging solutions, and partnerships with major spirits brands contribute to its growth momentum.

Sparkling Wines

Expected Growth: 12%

Verallia Société Anonyme's 12% growth in Sparkling Wines is driven by increasing demand for premiumization, rising popularity of champagne and prosecco, expansion in emerging markets, and strategic partnerships with wine producers. Additionally, innovative packaging and sustainable practices contribute to the segment's growth.

Beers

Expected Growth: 7%

Verallia Société Anonyme's 7% growth in beer packaging is driven by increasing demand for craft beer, premiumization, and sustainability. Rising consumption in emerging markets, particularly in Latin America and Asia, also contributes to growth. Additionally, the company's focus on innovative packaging solutions, such as lightweight bottles and eco-friendly designs, appeals to environmentally conscious consumers.

Soft Drinks

Expected Growth: 6%

The 6% growth of Soft Drinks from Verallia Société Anonyme is driven by increasing health consciousness, premiumization, and sustainability trends. Consumers are opting for low-calorie and natural ingredients, boosting demand for specialty glass packaging. Additionally, the rise of e-commerce and at-home consumption is fueling growth in the soft drinks market.

Others

Expected Growth: 8%

Verallia Société Anonyme's 8% growth is driven by increasing demand for sustainable packaging, expansion into emerging markets, and strategic acquisitions. Additionally, the company's focus on innovation, cost savings initiatives, and strong relationships with key customers contribute to its growth momentum.

7. Detailed Products

Glass Packaging for Food and Beverages

Verallia offers a wide range of glass packaging solutions for food and beverages, including jars, bottles, and containers for products such as jams, honey, sauces, and beverages.

Glass Packaging for Pharmaceuticals and Cosmetics

Verallia provides specialized glass packaging solutions for pharmaceuticals and cosmetics, including vials, ampoules, and jars for storing and dispensing medications and personal care products.

Glass Packaging for Perfumery and Luxury Goods

Verallia offers premium glass packaging solutions for perfumery and luxury goods, including bespoke bottles and containers for high-end fragrances and cosmetics.

Glass Packaging for Wine and Spirits

Verallia provides a range of glass packaging solutions for wine and spirits, including bottles and containers for wine, champagne, and spirits.

Glass Packaging for Dairy and Baby Food

Verallia offers specialized glass packaging solutions for dairy and baby food products, including jars and containers for yogurt, milk, and baby food.

8. Verallia Société Anonyme's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Verallia Société Anonyme is moderate due to the presence of alternative packaging solutions, but the company's focus on sustainable and innovative products helps to mitigate this threat.

Bargaining Power Of Customers

The bargaining power of customers is relatively low due to Verallia's strong relationships with its clients and the customized nature of its products.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the company's dependence on raw materials, but Verallia's diversified supplier base and long-term contracts help to mitigate this risk.

Threat Of New Entrants

The threat of new entrants is relatively low due to the high barriers to entry in the glass packaging industry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry in the glass packaging industry is high due to the presence of established competitors and the need for continuous innovation to stay competitive.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 66.44%
Debt Cost 6.66%
Equity Weight 33.56%
Equity Cost 8.96%
WACC 7.43%
Leverage 197.98%

11. Quality Control: Verallia Société Anonyme passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Vidrala

A-Score: 6.1/10

Value: 5.7

Growth: 7.4

Quality: 7.0

Yield: 3.8

Momentum: 3.0

Volatility: 9.7

1-Year Total Return ->

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Viscofan

A-Score: 5.9/10

Value: 4.5

Growth: 5.1

Quality: 7.2

Yield: 7.5

Momentum: 3.0

Volatility: 8.3

1-Year Total Return ->

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Verallia

A-Score: 5.9/10

Value: 6.5

Growth: 5.3

Quality: 3.8

Yield: 8.8

Momentum: 4.0

Volatility: 7.0

1-Year Total Return ->

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DS Smith

A-Score: 5.7/10

Value: 8.3

Growth: 3.7

Quality: 3.8

Yield: 4.4

Momentum: 8.0

Volatility: 6.0

1-Year Total Return ->

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Huhtamaki

A-Score: 5.4/10

Value: 6.4

Growth: 4.9

Quality: 5.4

Yield: 5.6

Momentum: 1.0

Volatility: 9.3

1-Year Total Return ->

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Smurfit Kappa

A-Score: 3.3/10

Value: 3.3

Growth: 3.7

Quality: 3.0

Yield: 2.5

Momentum: 4.0

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

24.34$

Current Price

24.34$

Potential

-0.00%

Expected Cash-Flows