Cranswick stock rises following new guidance

Published 20/03/2025, 09:46
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Investing.com -- Shares of Cranswick (LSE:CWK) climbed 3% today after the company provided an optimistic outlook and set ambitious mid-term growth targets ahead of its Capital Markets Day.

The UK-based food producer indicated a shift in its mid-term organic revenue growth guidance to mid-single digits, a figure that is slightly below its historical average but still aligns with the higher end of the European Consumer Staples sector.

In its update, Cranswick announced an adjusted operating margin goal of 7.5%, up from the previous target of over 6%, which is in line with consensus and market expectations. The company also raised its return on capital employed (ROCE) target to the upper teens from mid-teens. For the fiscal year 2025, Cranswick expects adjusted pre-tax profits to be within the range of £190-195 million, matching the upper end of market forecasts.

The driver behind the stock’s positive movement is the company’s current trading performance and its strategic growth plans. Cranswick has continued to experience robust demand for its pork and poultry products through the fourth quarter. The firm’s capital expenditure levels and recent expansion into the pet food market are seen as key factors in its long-term growth strategy.

Analysts at RBC commented on the update, stating, "We have confidence in Cranswick’s long-term growth opportunities thanks to elevated levels of capex, our confidence in capital allocation post site visits and its endeavour into Pet Food. However, we believe these are already reflected in its current valuation."

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