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LON:VTU

Vertu Motors Plc

OPPORTUNISTIC BUY 2026-08-01 Updated today 83.00p Consumer Cyclical - Auto - DealershipsAWAIT ENTRY
59

Position levels

Currenttoday
83.00p
Buy <=wait / entry
71.67p
Trim >=take some off
95.00p
Thesis breakA material deterioration in UK new car or aftersales volumes, the loss of a majo...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Earnings guidance for FY27 exceeding consensus of GBP 24.5m adjusted profit before tax
  • Launch of first Omoda and Jaecoo dealerships on 1 July 2026 expanding to 15 Chinese brand outlets
  • Like-for-like volume growth across new retail, Motability, used vehicle and fleet channels
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