LON:SAA
M&C Saatchi Plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
120.00p
Buy <=wait / entry
99.67p
Trim >=take some off
135.00p
Thesis breakA disclosed loss of a named major client, a downward reset of 2026 guidance, or ...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Like-for-like net revenue declined 1.4% YoY to GBP 86.2m and like-for-like operating profit declined 31.7% to GBP 6.2m in H1 2026
- Targeting increases in group operating profit and net revenue in 2026 driven by growth in Issues and Media divisions
- New business wins increased to 121 with client retention rate of 82%