How Recent Sector Deals Are Shaping The Avon Technologies (LSE:AVON) Valuation Story

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Avon Technologies’ headline fair value is held at £21.28, with only a small tweak to the underlying discount rate that influences how analysts frame the price target. That unchanged £21.28 mark is increasingly being discussed in the context of recent sector M&A, including the Mission Produce acquisition of Calavo Growers, which some analysts use as a reference point for Avon’s risk and reward profile. As you read on, you will see how these shifting views shape the evolving narrative around what that £21.28 figure really means for you.

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• Roth Capital highlights the Mission Produce acquisition of Calavo Growers as “highly positive,” and some investors are using this deal as a reference point when thinking about Avon Technologies’ risk and reward profile around the £21.28 fair value mark.

• Lake Street describes the Mission Produce and Calavo combination as “strategically sound,” which has encouraged comparisons with how Avon could potentially benefit from similar sector consolidation and corporate activity when investors assess upside against the current valuation anchor.

• Because the recent research on Mission Produce and Calavo is more detailed than the commentary directly tied to Avon, some readers may see a gap in company specific coverage as a sign that execution and growth expectations for Avon are still being defined rather than clearly supported by Street models.

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See how Avon Technologies’ fair value stacks up across multiple valuation models — not just analyst targets.

• Avon Technologies has proposed a final dividend of 17.0 US cents per share, to be paid in GBP at 12.52 pence per share using a GBP/USD rate of 1.3575, with payment scheduled for 6 March 2026 to shareholders on the register as of 6 February 2026.

• The dividend will be paid in GBP even though it is declared in US dollars. This may matter if you hold Avon in a tax wrapped account or rely on the cash flow around the March payment date.

• The company announced a new European order for FM50 respirators and FM61EU filters via the NATO Support and Procurement Agency contract, valued at about US$20.6m and expected to be delivered over fiscal year 2026 and fiscal year 2027.

• The FM50 and FM61EU products are specified for CBRN protection under current NATO requirements, and management indicates this order supports existing internal expectations for fiscal year 2026 and later periods in line with guidance shared in November 2025.