McBride (LSE:MCB) shares have fallen 9.6% to 149.89p after the group warned adjusted EBITA for the current and next financial year would be 5-10% below analyst consensus due to sustained petrochemical and energy-related input-cost increases linked to the Middle East conflict.
The group's compiled consensus stands at £64.2 million for the year to 30 June and £70.6 million for the year to 30 June 2027, implying an adjusted EBITA range of approximately £57.8 million to £61 million for the current year and £63.5 million to £67.1 million for 2027.
Cumulative cost increases exceeded original expectations, requiring a second phase of price recovery actions with customers after an initial three-month pricing approach.
McBride said it views direct cost pressures as unlikely to rise materially further or fall meaningfully in the near term, and expects the financial impact to be concentrated in the fourth quarter of the current year and the first quarter of 2027, limiting total exposure to less than a full three-month cost impact.
The group also said it expects to complete the acquisition of Eurotab, owner of the Eurotab Group and a reinforcement of its Unit Dosing division in the European detergent market, on or around 1 July, with a further announcement confirming completion due in early July.
