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NICL

Nichols plc

BUY 2026-08-01 Updated today 1060.00p Consumer Defensive - Beverages - Non-AlcoholicAWAIT ENTRY
65

Position levels

Currenttoday
1060.00p
Buy <=wait / entry
973.33p
Trim >=take some off
1120.00p
Thesis breakThe thesis would be invalidated by a flat or cut dividend, an interim trading up...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • Analyst consensus Strong Buy with median 12-month target of 1245-1369 GBp implying material upside from 1060
  • NICL announced cash dividend of GBp 0.202 with ex-date Aug 6 2026 alongside reported EPS growth to 0.67 in 2025 and projected 0.72 in 2026
  • Total revenue of 175.05m and net income of 21.44m with operating margin at 15.60%
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