WYN

Wynnstay Group PLC

Food, Beverage and Tobacco First-pass screen £80m

400/1000 Overall fit

AI beneficiary 35% 20

Operating leverage 25% 65

Valuation 25% 30

Downside protection 15% 65

First-pass take

Traditional agricultural supplier with zero AI exposure and cyclical demand. Margin expansion via Project Genesis (gross profit +1.6% despite -4.8% revenue) and £25.7m net cash provide resilience, but modest returns (7% RONA), commodity/harvest volatility, and ongoing HSE investigation present risks. No valuation data limits assessment.

Flags

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