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Posted by
Two Blokes May 26 -
Filed in
Stock
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2 views
Pernod Ricard's recent 25%+ share price drop is overdone; fundamentals remain strong, despite short-term sales weakness from tariffs and geopolitics. Recovery is likely delayed until 2027-2029, but the company's 5% dividend is safe and its BBB+ rating and low leverage provide stability. Valuation is now attractive, with a fair value of €140/share and long-term upside potential of 20%+ annualized returns once recovery begins.
