Stocks/TET.L

TET.L

Treatt plc
Basic Materials·Chemicals - Specialty
$301.00
$178M market cap
Revenue
$128.2M
Free Cash Flow
$1.3M
Rev Growth
+0.0%
FCF Margin
1.0%
P/FCF
137.8x
EV/FCF
141.2x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Treatt plc, together with its subsidiaries, manufactures and supplies various natural extracts and ingredients to the flavor, fragrance, beverage, and consumer product industries in the United Kingdom, Germany, Ireland, the United States, China, and internationally. The company offers flavor ingredients, such as citrus, coffee, tea, health and wellness, and fruits and vegetables extracts; aroma, natural, and high impact chemicals; and herb, spice, and floral ingredients. It also provides ingredi

2-Year Price History

$301.00-33.1%
$200$250$300$350$400$450volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall (GBP M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q259.95.42.81.52.41.5-1.01.96.359.68.8%12.5x10.2x
Act2025-Q468.36.77.62.92.7-0.2-2.81.88.460.624.4%18.6x--

Valuation & Metrics

Market Stats

Price$301.00
Market Cap$178M
Enterprise Value$182M
P/S Ratio1.4x
P/FCF137.8x
EV/FCF141.2x
FCF Margin (TTM)1.0%
FCF Yield0.7%
Dividend Yield (TTM)1.9%
Annual Dilution0.0%
CurrencyGBp

TTM Financial Snapshot

Revenue$128.2M
Net Income$4.4M
Free Cash Flow$1.3M

Revenue Growth (YoY)+0.0%
EBITDA Margin9.4%
Net Margin3.4%
FCF Margin1.0%
CapEx % of Revenue3.0%
SBC % of Revenue0.0%
ROIC16.6%
WC Change % Rev-2.0%
Interest Coverage15.3x

Forward Outlook & Risk

Employees

Headcount379
Revenue / Employee$338,113
Gross Profit / Employee$85,712

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
0.1%(-0.5% YoY)
1 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
0 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2021-092026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
ALBERT D MASON INC$190K$193.61+$14.1M+$190K$154M
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
+0.03%
avg per quarter
Holders (ex-self)
excl. this stock
Buyers (this Q)
+0.03%
1 buyers · $0.00B in
Sellers (this Q)
+0.00%
0 sellers · $0.00B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-1.5%
how holders react when this stock falls
On quiet Qs
-1.3%
−10% to +10% baseline
On rallies (+10%+)
-0.7%
how they react when this stock rises
Holders' portfolio flow this Q
-7.2%
outflows — trims may be forced
Sellers' portfolio flow this Q
+0.0%
Sellers' overall flow ~ flat.

New buyers this quarter

Top-5 holders · 100.0%

ALBERT D MASON INC--

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

022K45K67K90K$194$194$194$194$1952021-092026-03
hover the chart for per-quarter detailprice (right axis)
Cutter & CO Brokerage, Inc.ALBERT D MASON INC73K