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HVT

Heavitree Brewery PLC

Travel and Leisure First-pass screen £4.06m
350/1000 Overall fit
AI beneficiary 35% 15
Operating leverage 25% 50
Valuation 25% 30
Downside protection 15% 65

First-pass take

Heavitree is a defensive pub/brewery landlord with low leverage (10.6% gearing), positive cash generation, and a diversified leased estate. However, the business has zero AI exposure, faces significant inflationary headwinds (energy, beer prices), and suffers from cyclical consumer-spending sensitivity.

Flags

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