Revenue distribution by sectors:

• Food and beverage sector: approx. 90%
• Other industries: approx. 10%

TOP 3 markets and their percentage shares:

• France: approx. 25%
• Italy: approx. 20%
• Spain: approx. 15%

Verallia Société Anonyme is a leading manufacturer of glass packaging, with the majority of revenues coming from the food and beverage sector. The strong presence in European markets such as France, Italy, and Spain reflects the company's strategic focus on these key regions to strengthen its market position.

Production sites of Verallia Société Anonyme:

Verallia Société Anonyme is one of the leading manufacturers of glass packaging worldwide. The company operates production facilities in several countries to produce its products efficiently and close to the markets.

• Europe: Verallia has numerous plants in France, Italy, Spain, Germany, and Portugal. These locations are strategically important as Europe is one of the main markets for glass packaging.

• South America: In Brazil and Argentina, Verallia also operates production sites to serve the South American market.

• North Africa: Verallia is also present in Algeria with production capacities.

This geographical diversification enables Verallia to flexibly respond to market requirements and efficiently manage supply chains. Proximity to customer markets is a key part of the company's strategy to minimize transportation costs and reduce environmental impact.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)

Verallia Société Anonyme has focused in recent years on a strategy that includes both organic growth and strategic acquisitions. The company has expanded its production capacities to meet the increasing demand for glass packaging, especially in the food and beverage sectors.

Another focus is on sustainability. Verallia is investing in technologies to reduce CO2 emissions and improve energy efficiency in its production facilities. These initiatives are intended not only to reduce environmental impact, but also to lower operating costs and increase competitiveness.

Furthermore, Verallia plans to strengthen its presence in emerging markets to take advantage of growth opportunities there. This includes expanding existing plants as well as entering new markets through partnerships and joint ventures.

Main raw materials: Sand, Soda, Limestone
Main importing countries: Germany, Italy, Spain

Verallia Société Anonyme is a leading manufacturer of glass packaging and mainly requires raw materials such as sand, soda, and limestone for production. These materials are essential for glass manufacturing.

Germany, Italy, and Spain are important importing countries for Verallia, as they have rich deposits of these raw materials and are geographically well located to efficiently supply Verallia's production facilities in Europe. The proximity to these countries allows Verallia to minimize transportation costs and ensure a constant supply.

Market share in Europe: 25% (2026, estimated)
EBITDA margin: 24% (2025)
R&D investments: 3% of revenue (2025)

Verallia Société Anonyme is one of the leading manufacturers of glass packaging in Europe. The company's competitive advantage lies in its strong market position, especially in Europe, where it holds an estimated market share of 25%. This position enables Verallia to benefit from economies of scale and optimize its production costs.

The EBITDA margin of 24% in 2025 shows that the company operates efficiently and is able to generate high profits from its revenues. This is an indicator of strong operational performance and a solid competitive advantage in the industry.

Additionally, Verallia invests approximately 3% of its revenue in research and development. These investments are crucial to develop innovative and sustainable packaging solutions that meet the changing demands of customers. This further strengthens the company's competitiveness and supports its position as a market leader.

Institutional Investor Share: 65% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Verallia Société Anonyme is estimated to be around 65%. This demonstrates the confidence of large institutional investors in the company's long-term performance. Such investors typically include pension funds, investment funds, and other major financial institutions.

In 2026, no significant insider buys or sells were reported. This could indicate that the management and other insiders are satisfied with the current company strategy and valuation. A lack of insider activity can also suggest stable corporate governance and balanced risk management.

Market share of Verallia: 20% (estimated, 2026)

Top competitors and their market shares:

1. Ardagh Group: 25%
2. Owens-Illinois (O-I Glass): 22%
3. Vetropack Holding: 15%
4. Saint-Gobain: 10%
5. Vidrala: 8%

Moat of Verallia:

Verallia has a moderate moat, mainly due to its strong presence in Europe and its innovation in glass packaging technology. The company benefits from long-term customer relationships and a diversified product portfolio, allowing it to differentiate itself from some competitors.

In comparison to its competitors, Ardagh Group has a stronger moat, particularly due to its global reach and extensive production capacities. Owens-Illinois also has a significant advantage through its strong market position in North America and Asia.

Vetropack and Vidrala have smaller moats, focusing mainly on regional strengths and specialized product lines. Saint-Gobain has a certain advantage through its diversification into other building materials, although not exclusively limited to the glass packaging sector.

Overall, Verallia has a solid but not insurmountable moat. The competition holds stronger positions in some areas, especially in global reach and production capacity.

Revenue Growth: 8.2% (2025) EBITDA Margin: 25.4% (2025) Return on Equity: 18.7% (2025)

Verallia Société Anonyme recorded solid revenue growth of 8.2% in 2025, driven by strong demand for its glass packaging solutions. The EBITDA margin of 25.4% indicates that the company operates efficiently and is able to generate good profits from its revenues.

The return on equity of 18.7% suggests that Verallia effectively deploys capital to generate profits, which is a positive signal for investors. This demonstrates that the company is not only profitable but also capable of providing an attractive return to its shareholders.

Overall, these indicators suggest that Verallia has a strong financial position and is well positioned to compete in a challenging market environment. This could make the stock an attractive investment, provided that market conditions remain stable and the company successfully implements its growth strategy.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Verallia Société Anonyme has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 3.5%, which is considered attractive compared to other companies in the industry.

The company has a solid dividend policy based on a stable earnings situation. Over the past five years, Verallia has consistently paid dividends, indicating a reliable payout. Analysts expect the company to continue to pay dividends at a similar level in the coming years, provided that no significant economic changes occur.