MA
MACF.L
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London Stock Exchange
Non-Paper Containers & Packaging
Macfarlane Group PLC
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
11,7B GBp
P/E
1 607,4x
EV / Rev
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Div yield
5,38 %
Op margin
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ROE
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Net margin
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Debt / equity
—
Beta
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52w range
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Volume
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Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About
Macfarlane Group PLC is a non-paper containers and packaging company that generates revenue primarily through the production and distribution of packaging solutions.
Business. Macfarlane Group PLC (MACF.L) is a provider of non-paper containers and packaging solutions, operating within the Basic Materials sector. The company is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.
Classification92 %
SectorBasic Materials
Business sectorApplied Resources
IndustryNon-Paper Containers & Packaging
Generated · model-assisted
Sell-side consensus
BUY2 analysts
1 buy1 hold0 sell
Avg 12m price target91,00
Analyst recommendations
2 analysts · consensus BuyBuy1
Hold1
Sell0
12-month price target
91,00
Consensus of sell-side coverage.
At a glance
Score
—
not yet scored
Valuation→
1 607,4x
P/E
Analysts→
Buy
2 analysts · indicative
Ownership
—
not yet wired
Profitability
—
not yet wired
Quality
—
not yet scored
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
Communication Services+2,2 %−5,5 %+1,6 %
Energy+0,6 %+3,3 %+0,0 %
Health Care+0,6 %−0,8 %+0,0 %
Information Technology+0,6 %+6,7 %+0,0 %
Consumer Discretionary+0,4 %+7,6 %−0,2 %
Financials−0,3 %−2,8 %−0,9 %
Consumer Staples−0,4 %+2,5 %−1,0 %
Real Estate−0,7 %+10,9 %−1,3 %
Industrials−1,9 %−3,1 %−2,5 %
Utilities−1,9 %+28,2 %−2,5 %
Developing storylines
No tracked sagas currently linked to MACF.L. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-08-04
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Synthesis
Business
Macfarlane Group PLC (MACF.L) is a provider of non-paper containers and packaging solutions, operating within the Basic Materials sector. The company is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.
Classification92 %
SectorBasic Materials
Business sectorApplied Resources
IndustryNon-Paper Containers & Packaging
AI synthesis
GENERATED— missing data
Key takeaways
- Macfarlane Group PLC is classified in the Non-Paper Containers & Packaging industry with high confidence.
- The company's market price is 65.0 GBP, and its market capitalization is 10,152,381,915.0 GBP.
- Analysts have assigned a mean price target of 91.00 GBP, suggesting potential upside.
- The liquidity risk could not be assessed due to missing balance-sheet data and no going-concern language in the source documents.
- No profitability metrics or industry-specific KPIs are available for comparison to cohort medians.
- The company's segments, geographic exposure, and growth trajectory are not quantified in the available data.
Bull / Bear case
Generated · model-assisted— missing data
In focus — financials by report
Annual
ANNUALFiled 2026-02-26
FY 2026 · Full-year highlights
Revenue £300.8M, +11,2% YoY; Operating income −47,0% YoY.
Revenue£300.8M+11,2 % YoY
Operating income£12.5M−47,0 % YoY
Net income£6.3M−59,3 % YoY
Free cash flow£13.9M−37,4 % YoY
EPS—
Operating cash flow£24.8M−2,5 % YoY
Financials
Income statement
Revenue£300.8M
Gross profit£112.2M
Operating income£12.5M
Net income£6.3M
Margins
Gross margin37.3%
Operating margin4.2%
Net margin2.1%
FCF margin4.6%
Balance sheet
Total assets£277.8M
Total liabilities£157.2M
Total equity£120.6M
Cash & equivalents£14.4M
Long-term debt£89.4M
Cash flow
Operating cash flow£24.8M
CapEx-£4.7M
Free cash flow£13.9M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue £300.8M, +11,2% YoY
- ▍Operating income −47,0% YoY
- ▍Net income −59,3% YoY
- ▍Free cash flow −37,4% YoY
- ▍Net margin 2.1%
ANNUALFiled 2025-02-27
FY 2025 · Full-year highlights
Revenue £270.4M, −3,7% YoY; Operating income +6,9% YoY.
Revenue£270.4M−3,7 % YoY
Operating income£23.6M+6,9 % YoY
Net income£15.5M+3,7 % YoY
Free cash flow£22.2M+6,2 % YoY
EPS—
Operating cash flow£25.4M−24,1 % YoY
Financials
Income statement
Revenue£270.4M
Gross profit£105.4M
Operating income£23.6M
Net income£15.5M
Margins
Gross margin39.0%
Operating margin8.7%
Net margin5.7%
FCF margin8.2%
Balance sheet
Total assets£246.9M
Total liabilities£123.7M
Total equity£123.3M
Cash & equivalents£12.9M
Long-term debt£57.7M
Cash flow
Operating cash flow£25.4M
CapEx-£2.9M
Free cash flow£22.2M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue £270.4M, −3,7% YoY
- ▍Operating income +6,9% YoY
- ▍Net income +3,7% YoY
- ▍Free cash flow +6,2% YoY
- ▍Net margin 5.7%
ANNUALFiled 2024-02-29
FY 2024 · Full-year highlights
Revenue £280.7M, −3,4% YoY; Operating income +2,7% YoY.
Revenue£280.7M−3,4 % YoY
Operating income£22.1M+2,7 % YoY
Net income£15.0M−4,2 % YoY
Free cash flow£20.9M+4,9 % YoY
EPS—
Operating cash flow£33.5M+86,2 % YoY
Financials
Income statement
Revenue£280.7M
Gross profit£105.7M
Operating income£22.1M
Net income£15.0M
Margins
Gross margin37.6%
Operating margin7.9%
Net margin5.3%
FCF margin7.5%
Balance sheet
Total assets£221.2M
Total liabilities£106.7M
Total equity£114.6M
Cash & equivalents£7.7M
Long-term debt£43.3M
Cash flow
Operating cash flow£33.5M
CapEx-£2.2M
Free cash flow£20.9M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue £280.7M, −3,4% YoY
- ▍Operating income +2,7% YoY
- ▍Net income −4,2% YoY
- ▍Free cash flow +4,9% YoY
- ▍Net margin 5.3%
ANNUALFiled 2023-02-23
FY 2023 · Full-year highlights
Revenue £290.4M, +9,8% YoY; Operating income +7,2% YoY.
Revenue£290.4M+9,8 % YoY
Operating income£21.5M+7,2 % YoY
Net income£15.6M+24,1 % YoY
Free cash flow£20.0M+0,2 % YoY
EPS—
Operating cash flow£18.0M−24,4 % YoY
Financials
Income statement
Revenue£290.4M
Gross profit£98.1M
Operating income£21.5M
Net income£15.6M
Margins
Gross margin33.8%
Operating margin7.4%
Net margin5.4%
FCF margin6.9%
Balance sheet
Total assets£216.2M
Total liabilities£110.1M
Total equity£106.0M
Cash & equivalents£5.7M
Long-term debt£43.7M
Cash flow
Operating cash flow£18.0M
CapEx-£3.3M
Free cash flow£20.0M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue £290.4M, +9,8% YoY
- ▍Operating income +7,2% YoY
- ▍Net income +24,1% YoY
- ▍Free cash flow +0,2% YoY
- ▍Net margin 5.4%
ANNUALFiled 2022-02-24
FY 2022 · Full-year highlights
Revenue £264.5M; Operating income £20.1M.
Revenue£264.5M
Operating income£20.1M
Net income£12.6M
Free cash flow£19.9M
EPS—
Operating cash flow£23.8M
Financials
Income statement
Revenue£264.5M
Gross profit£89.5M
Operating income£20.1M
Net income£12.6M
Margins
Gross margin33.8%
Operating margin7.6%
Net margin4.8%
FCF margin7.5%
Balance sheet
Total assets£216.2M
Total liabilities£121.3M
Total equity£94.9M
Cash & equivalents£12.3M
Long-term debt£44.8M
Cash flow
Operating cash flow£23.8M
CapEx-£2.1M
Free cash flow£19.9M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue £264.5M
- ▍Operating income £20.1M
- ▍Net margin 4.8%
Valuation FY
Market price
$75,00
Market cap
$10.15B
Enterprise valueⓘ
—
P/Eⓘ
1607.4x
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
—
P / Bⓘ
—
P / Tangible bookⓘ
—
Tangible book
—
Net cashⓘ
—
Current ratioⓘ
—
Debt / equityⓘ
—
ROAⓘ
—
ROEⓘ
—
Cash conversionⓘ
—
CapEx / revenueⓘ
—
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Business relationships
— missing data
Supply chain
— missing data
Peer comparison
— missing data
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 45 %
EPS
Consensus EPS
0,08
Predicted surprise
+0,00
Beat probability
45 %
Analysts
2
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-05-11 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,08 |
| Revenue | —no estimate | —no estimate | 308,3M GBP |
| Operating income | —no estimate | —no estimate | 20,9M GBP |
Full-year consensus mean (period as reported by source) · consensus in GBP. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output — not investment advice. · generated 2026-08-04
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution2 analysts
Strong buy0
Buy1
Hold1
Sell0
Strong sell0
12-month price target$91,00 · Median $91,00
Low $82,00High $100,00
Operating income · consensus20,9M GBP
EPS surprise
−1,1 %
reported vs consensus · miss
Revenue surprise
−2,4 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$82,00
Mean$91,00
Median$91,00
High$100,00
Spot$75,00
+21.3 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskUnknown
Benchmarks vs cohort
No cohort benchmark data available for this issuer yet.
Corporate actions / M&A
— missing data
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
— missing data
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
Source documents
- Macfarlane Group PLC Market data — financials · 2026-05-28
- Macfarlane Group PLC Market data — analyst estimates · 2026-05-28
Ownership & reference
Insider activity
— missing data
Short positioning
— missing data
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
MACF.LCanonical
London Stock Exchange · GBp
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskUnknown
Evidence & claims
From filings & derived data— missing data
The Thread
Everything we know, in order2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-02-26 14:01 UTCEARNINGSAnnual results — FY 2026 Revenue GBP 300.8M · Net GBP 6.3M
2025-02-27 09:03 UTCEARNINGSAnnual results — FY 2025 Revenue GBP 270.4M · Net GBP 15.5M
2024-02-29 14:31 UTCEARNINGSAnnual results — FY 2024 Revenue GBP 280.7M · Net GBP 15.0M
2023-02-23 07:51 UTCEARNINGSAnnual results — FY 2023 Revenue GBP 290.4M · Net GBP 15.6M
2022-02-24 07:00 UTCEARNINGSAnnual results — FY 2022 Revenue GBP 264.5M · Net GBP 12.6M
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
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