Anpario PLC (LSE: ANP)

Anpario PLC (LSE: ANP) is an FTSE AIM All-listed United Kingdom-based independent manufacturer, specializing in natural and sustainable feed additives for animal health, nutrition, and biosecurity. The company is dedicated to enhancing intestinal health and nutrition in animals, offering feed additive solutions tailored for poultry, ruminants, swine, aquaculture, and feed mills. This Report covers the Investment Highlights, Conclusion, and Recommendation on the stock.

ANP will release its H1 FY25 results on 10 September 2025.

Key Investment Rationale – Speculative Buy at GBX 382.97

• Encouraging Sales Momentum in Key Regions: Anpario’s first-half performance has been buoyed by notable growth in several international markets. In particular, the United States and India have shown promising sales activity, highlighting the company’s ability to capitalise on targeted business development efforts.

• Product Diversification Supporting Resilience: The company’s broad portfolio, spanning different species and geographical areas, may provide a level of protection against external uncertainties. This diversity appears well-placed to support steady performance even amid global challenges.

• New Product Launch Plans Gaining Traction: Preparation to introduce Bio-Vet’s established products into global markets is progressing, with early feedback from stakeholders reportedly positive. The ongoing registration process reflects Anpario’s strategic intent to expand its footprint in high-potential segments.

• Financial Base for Continued Growth: Despite a modest reduction in cash position, the company maintains a healthy balance sheet. This financial stability could offer flexibility to pursue both organic growth and acquisition opportunities going forward.

ANP Daily Chart & Valuation

For conducting the valuation, the following peers have been considered: Glanbia PLC (LSE: GL9), Kerry Group PLC (LSE: KYGA), and others.

As per the above-mentioned price action, a ‘Speculative Buy’ rating has been given on Anpario PLC (LSE: ANP) at the current Market Price of GBX 382.97, as of August 07, 2025, at 09:35 AM GMT+1.

Markets are trading in a highly volatile zone currently due to certain Macro & Micro-economic data and prevailing geopolitical tensions. Therefore, it is prudent to follow a cautious approach while investing.

Note 1: Past performance is not a reliable indicator of future performance.

Note 2: The reference date for all price data, currency, technical indicators, support, and resistance levels is 07 August 2025. The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned as per the Valuation and or the technical levels provided has been achieved and is subject to the factors discussed above.

Note 4: Target Price refers to a price level which the stock is expected to reach as per the relative valuation method and/or technical analysis taking into consideration both short-term and long-term scenario.

Note 5: ‘Kalkine reports are prepared based on the stock prices captured either from the London Stock Exchange (LSE) and or REFINITIV. Typically, both sources (LSE and or REFINITIV) may reflect stock prices with a delay which could be a lag of 15-20 minutes. There can be no assurance that future results or events will be consistent with the information provided in the report. The information is subject to change without any prior notice.’

Note 6: Dividend Yield may vary as per the stock price movement.