Recent Insider Transactions • Jun 07
CFO & Director recently sold UK£1.5m worth of stock On the 4th of June, Joseph Pollard sold around 550k shares on-market at roughly UK£2.76 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to UK£2.72, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Personal Products industry in the United Kingdom. Total returns to shareholders of 107% over the past year. Simply Wall St's valuation model estimates the intrinsic value at UK£3.05 per share. Announcement • Jun 01
Applied Nutrition plc Updates Earnings Guidance for Financial Year Ending 31 July 2026 Applied Nutrition Plc updated earnings guidance for financial year ending 31 July 2026. The company an upgraded to its expectations for the period, and the Board now expects the Group's FY26 revenue to be ahead of current consensus market expectations at approximately £148 million. Consensus market expectations for FY26 as calculated by the Group immediately before this announcement are: Revenue of £140.3 million. Buy Or Sell Opportunity • Apr 15
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.4% to UK£2.27. The fair value is estimated to be UK£2.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last year. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period. Reported Earnings • Mar 24
First half 2026 earnings released: EPS: UK£0.062 (vs UK£0.036 in 1H 2025) First half 2026 results: EPS: UK£0.062 (up from UK£0.036 in 1H 2025). Revenue: UK£74.5m (up 56% from 1H 2025). Net income: UK£15.4m (up 73% from 1H 2025). Profit margin: 21% (up from 19% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Personal Products industry in the United Kingdom. Announcement • Mar 23
Applied Nutrition plc Provides Revenue Guidance for the Full Year 2026 Applied Nutrition plc provided revenue guidance for the full year 2026. For the year, the Board anticipates full-year revenue of approximately £140 million. Buy Or Sell Opportunity • Mar 03
Now 21% undervalued Over the last 90 days, the stock has risen 18% to UK£2.35. The fair value is estimated to be UK£2.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Announcement • Feb 18
Applied Nutrition plc Provides Revenue Guidance for the Fiscal Year 2026 Applied Nutrition Plc provides revenue guidance for the fiscal year 2026. For the year, the company expects Reflecting the strong first-half performance, the Group now anticipates that FY26 results will be ahead of updated market consensus expectations. Management currently expects full-year revenue of approximately £140 million. Announcement • Feb 17
Applied Nutrition Plc to Report First Half, 2026 Results on Mar 23, 2026 Applied Nutrition Plc announced that they will report first half, 2026 results on Mar 23, 2026 Price Target Changed • Jan 09
Price target increased by 7.6% to UK£2.55 Up from UK£2.37, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of UK£2.60. Stock is up 87% over the past year. The company is forecast to post earnings per share of UK£0.11 for next year compared to UK£0.084 last year. Announcement • Dec 11
Applied Nutrition plc Provides Earnings Guidance for the Financial Year Ending July 31, 2026 Applied Nutrition Plc provided earnings guidance for the financial year ending July 31, 2026. For the period, the Company now expects that results are likely to exceed current market consensus estimates by approximately 10%. Consensus market expectations for fiscal year 2026 before 9 December 2025 were revenue of £122.3 million. Valuation Update With 7 Day Price Move • Dec 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to UK£1.99, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Personal Products industry in the United Kingdom. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at UK£1.90 per share. Announcement • Nov 28
Applied Nutrition Plc, Annual General Meeting, Jan 08, 2026 Applied Nutrition Plc, Annual General Meeting, Jan 08, 2026. Location: the companys registered office, 2 acornfield road, knowsley industrial park, liverpool l33 7ug, United Kingdom Reported Earnings • Nov 11
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: UK£0.084. Revenue: UK£107.1m (up 24% from FY 2024). Net income: UK£21.1m (up 13% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Personal Products industry in the United Kingdom. Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to UK£1.53, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Personal Products industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at UK£1.64 per share. Announcement • Aug 14
AN Supps, A Division of Applied Nutrition PLC, Expands Innovation with Iconic Chiquita Brand Collab and A Nationwide Walmart U.S. Launch AN Supps, a division of Applied Nutrition PLC, has responded to this trend - joining forces with Chiquita Brands International and thousands of Walmart U.S. stores to deliver protein and pre-workout sports beverage mixes. AN Supps began its partnership with Chiquita earlier in 2025, with five co-branded sports nutrition products exclusively sold through The Vitamin Shoppe. The expanded partnership through Walmart allows shoppers to enjoy not only nutritious, healthy supplements so simple to use - but also a great-tasting source for beverage and food snacks, suited for many lifestyles. The AN ESSENTIAL line of Chiquita co-branded sports nutrition powders, exclusively from AN Supps, is now available at thousands of Walmart locations in the United States, and on Walmart.com. Walmart will be offering two protein powders from AN Supps, featuring the Chiquita co-branding - a banana chocolate whey protein, and a banana strawberry whey protein. Both are gluten-free, potassium enriched, and serves from each contain 20 grams of protein.AN Supps will further celebrate the bevy of fresh fruit that also define the Chiquita brand equity. Chiquita®? distributes fresh apples, berries, pineapples, grapes, melon and citrus worldwide. These inspire two additionalChiquita co- branded items at Walmarts nationwide: pineapple strawberry and fruit blend pre-workout powders. Much like the Chiquita fruits inspiring these powders, both are gluten-free, soy-free, vegan-friendly, and with no added sugar. The four AN Supps SKUs at Walmart U.S. locations, co-branded with Chiquita®?, include banana-ch chocolate whey protein; banana-strawberry whey protein; pineapple-strawberry pre-workout powder; and fruit blend pre-work out powder. Board Change • Jul 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Peter Cowgill was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 07
First half 2025 earnings released First half 2025 results: EPS: UK£3.50. Net income: UK£8.90m (up UK£8.90m from 1H 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in the United Kingdom. Announcement • Feb 14
Applied Nutrition Plc to Report First Half, 2025 Results on Apr 08, 2025 Applied Nutrition Plc announced that they will report first half, 2025 results on Apr 08, 2025 Board Change • Jan 03
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Senior Independent Non-Executive Director Marnie-Jane Millard was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Dec 08
New major risk - Financial data availability The company's latest financial reports are more than a year old. Last reported fiscal period ended July 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported July 2023 fiscal period end). High level of non-cash earnings (51% accrual ratio).