Declared Dividend • May 21
Dividend of €0.34 announced Shareholders will receive a dividend of €0.34. Ex-date: 15th June 2026 Payment date: 17th June 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (32% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Apr 30
Dividend of €0.34 announced Shareholders will receive a dividend of €0.34. Ex-date: 15th June 2026 Payment date: 17th June 2026 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (32% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • Apr 29
Puig Brands, S.A., Annual General Meeting, May 29, 2026 Puig Brands, S.A., Annual General Meeting, May 29, 2026. Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €17.45, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Personal Products industry in Europe. Total loss to shareholders of 2.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.77 per share. 공시 • Mar 24
Estée Lauder in Talks to Combine with Puig The Estée Lauder Companies Inc. (NYSE:EL) is in talks to combine with Spanish beauty group Puig Brands, S.A. (BME:PUIG), which is behind designer brands including Jean Paul Gaultier and Dries Van Noten, to create a more than $40 billion company. Both companies on March 23, 2026 separately confirmed they were holding discussions over a potential “business combination”. However, they stressed that no final decisions had been made and an agreement was yet to be reached. The statements confirmed an earlier FT report that Estée Lauder and Puig were working on a combination. The FT reported the pair were nearing a merger deal which could come together imminently. “No final decision has been made and no agreement has been reached,” Puig said. “Until an agreement exists, it cannot be guaranteed that any transaction will take place or what its terms would be.” The deal would create a fashion and beauty powerhouse. The two companies generated more than $20 billion in combined sales last year from a large roster of well-known brands. Estée Lauder owns Tom Ford Beauty and Clinique, while Puig’s product portfolio includes Charlotte Tilbury and Rabanne. Beauty groups have turned to dealmaking amid a shakeout in the sector in recent years. A potential combination would allow the companies to bulk up as fears over a slowdown in consumer spending and inflation buffet the consumer and retail sectors. Buy Or Sell Opportunity • Mar 20
Now 21% undervalued Over the last 90 days, the stock has risen 1.3% to €15.17. The fair value is estimated to be €19.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 244%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period. Buy Or Sell Opportunity • Mar 03
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at €14.88. The fair value is estimated to be €18.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 244%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period. New Risk • Feb 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 19
Full year 2025 earnings released: EPS: €1.05 (vs €0.98 in FY 2024) Full year 2025 results: EPS: €1.05 (up from €0.98 in FY 2024). Revenue: €5.04b (up 5.3% from FY 2024). Net income: €593.7m (up 12% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe. 공시 • Feb 12
Puig Brands, S.A. to Report First Half, 2026 Results between Jul 27, 2026 and Aug 02, 2026 Puig Brands, S.A. announced that they will report first half, 2026 results between Jul 27, 2026 and Aug 02, 2026 공시 • Nov 10
Puig Brands, S.A. to Report Fiscal Year 2025 Results on Feb 16, 2026 Puig Brands, S.A. announced that they will report fiscal year 2025 results on Feb 16, 2026 Reported Earnings • Sep 14
First half 2025 earnings released: EPS: €0.49 (vs €0.27 in 1H 2024) First half 2025 results: EPS: €0.49 (up from €0.27 in 1H 2024). Revenue: €2.30b (up 5.9% from 1H 2024). Net income: €275.0m (up 79% from 1H 2024). Profit margin: 12% (up from 7.1% in 1H 2024). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products industry in Europe. 공시 • Apr 27
Puig Brands, S.A. announces Annual dividend, payable on June 12, 2025 Puig Brands, S.A. announced Annual dividend of EUR 0.3052 per share payable on June 12, 2025, ex-date on June 10, 2025 and record date on June 11, 2025. 공시 • Apr 25
Puig Brands, S.A., Annual General Meeting, May 28, 2025 Puig Brands, S.A., Annual General Meeting, May 28, 2025. Location: hyatt regency barcelona tower, gran via 144, lhospitalet de llobregat., barcelona Spain 
