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LON:SAA

M&C Saatchi Plc

SPECULATIVE BUY 2026-08-01 Updated today 139.00p Communication Services - Advertising AgenciesAWAIT ENTRY
49

Position levels

Currenttoday
139.00p
Buy <=wait / entry
113.33p
Trim >=take some off
150.00p
Thesis breakLoss of a top client disclosed in regulatory filings, or a FY2026 interim update...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • Significant YoY decline in FY2025 LFL net revenue (-7.3%) and operating profit (-26.1%)
  • Guidance targeting LFL net revenue and operating profit growth in 2026
  • Addition of clients including McDonald's, Ford, IKEA and Sony Pictures
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.