Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business

Louis d’Arvieu of Amiral Gestion presented his in-depth investment thesis on Groupe Guillin (France: ALGIL) at European Investing Summit 2019.

Thesis summary:

Groupe Guillin produces plastic packaging for food for the European retail Industry. Family-owned, the company has been gaining market share steadily thanks to excellent execution and service. The returns are good, free cash flow generation is strong, and valuation is low at 6x EBIT. This is because of a perfect storm in 2018, combining regulatory uncertainty and a rise in raw materials prices. Both issues should recede in the near-term.

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About the instructor:

Louis d’Arvieu joined Amiral Gestion in 2005 and serves as a fund manager for the Sextant funds. Founded by Francois Badelon, Amiral is an independent asset management firm based in Paris. Amiral’s single goal is sustained performance with minimum risk based on the firm’s fundamental investing approach. Louis graduated from the HEC School of Management in Paris.