Core Insights - HCLTech has formed a multi-year partnership with The Magnum Ice Cream Company to develop a future-ready IT infrastructure, utilizing its AI Force platform to integrate AI into TMICC's digital framework [1][4]. Group 1: Partnership Details - The partnership aims to transition TMICC from AIOps to a NoOps operating model, facilitating zero-touch automation and fully autonomous IT operations [2]. - HCLTech's solutions will enhance predictive analytics, business process observability, and user experience, ensuring scalable and resilient IT operations globally [2][4]. Group 2: Strategic Importance - The collaboration is crucial for TMICC as it evolves into an independent listed company, focusing on infusing intelligence into its digital foundation [3]. - HCLTech's expertise will support TMICC in navigating the Transition Service Agreement exit from Unilever and establishing a greenfield IT infrastructure [4][5]. Group 3: Company Profiles - HCLTech employs over 226,300 people across 60 countries, with consolidated revenues of $14.5 billion for the year ending December 2025, specializing in AI, digital, engineering, cloud, and software services [6]. - The Magnum Ice Cream Company, the largest ice cream company globally, generated €7.9 billion in revenue in 2024 and operates a fleet of 3 million freezers across over 80 countries [7].

Core Insights - TMICC has formally separated from Unilever and is establishing a key partnership with Publicis to enhance its identity as a standalone company [2][3] - The public listing of TMICC has created the world's largest ice cream maker, with a diverse portfolio including brands like Magnum, Ben & Jerry's, and Cornetto [3][7] - Publicis aims to leverage its data-driven technology and AI solutions to enhance TMICC's marketing efforts [3][5] Company Developments - The partnership with Publicis is seen as a pivotal step in TMICC's transformation journey, focusing on innovative and data-driven marketing strategies [4][7] - Publicis has recently secured several major accounts, including The Coca-Cola Company and Mars, highlighting its strengths in AI and data [5] - TMICC's transition has faced challenges, including internal governance issues at Ben & Jerry's, which has raised concerns about its independent board [6]

CNBC's Jim Cramer on Thursday explained why he's fairly positive on Magnum Ice Cream Company, which made its Wall Street debut earlier this week after spinning off from consumer giant Unilever. "We finally, by the grace of God — or at least, the grace of Unilever — have a pure play ice cream stock, now that The Magnum Ice Cream Company has been spun off and started trading independently," he said. "And, after taking a closer look at the story, I have to say, this one's pretty sweet."Magnum Ice Cream might f ...

Core Insights - The Magnum Ice Cream Company (TMICC) has been included in the AEX Index on Euronext Amsterdam as of December 8, 2025, marking its first day of trading [1][2] - TMICC is recognized as the world's largest ice cream company, with a diverse portfolio of iconic brands including Magnum, Cornetto, and Ben & Jerry's, and operates in over 80 countries [3][5] - The company generated €7.9 billion in revenue in 2024, indicating strong financial performance [5] Company Overview - TMICC is headquartered in Amsterdam, Netherlands, and is the global leader in the ice cream market [3] - The company has a strategy focused on sustainable growth through innovation, productivity, and disciplined investment [3] - TMICC operates a global fleet of 3 million freezers, enhancing its distribution capabilities [5] Market Position - The AEX Index consists of the 30 largest and most actively traded companies on Euronext Amsterdam, highlighting TMICC's significant market presence [2] - The inclusion in the AEX Index positions TMICC alongside other leading Dutch and international businesses, enhancing its visibility to investors [3]

Core Viewpoint - The demerger of The Magnum Ice Cream Company (TMICC) from Unilever allows direct investment in popular ice cream brands, with TMICC valued at €7.8 billion ($9.1 billion) upon its debut on the stock market [2][3]. Company Overview - TMICC includes well-known brands such as Magnum, Cornetto, and Ben & Jerry's, and has been positioned as the world's largest ice cream producer [3]. - The company is not expected to qualify for major indices like the FTSE 100, which may lead to initial selling pressure from tracker funds [5]. Financial Insights - TMICC's valuation is competitive, being worth slightly more than Froneri, which holds an 11% market share in the $87 billion global ice cream market compared to TMICC's 21% [6]. - The absence of dividends in 2026 may deter some investors, impacting short-term share price prospects [5]. Growth Prospects - The CEO targets medium-term organic annual sales growth of 3%-5%, aligning with the long-term average achieved under Unilever [8]. - TMICC may have opportunities to enhance its supply chain investments, which were previously neglected under Unilever's broader portfolio [8]. Management and Governance - The management team, primarily composed of former Unilever employees, is expected to improve operational performance, although challenges remain, particularly with the Ben & Jerry's brand [9]. - Recent governance issues at Ben & Jerry's have raised concerns, with the CEO indicating potential changes in charitable contributions unless corporate governance issues are resolved [12]. Market Reactions - Unilever's stock rose by 3.6% following the debut of TMICC, indicating positive market sentiment towards the spin-off [32]. - The demerger is seen as a significant restructuring for Unilever, potentially leading to a re-rating of the company's market value as it focuses on its core brands [19][20].

Core Insights - The Magnum Ice Cream Company (TMICC) aims to lead the frozen snacking market with a focus on innovation and customer service, backed by a clear growth strategy [2][5] - TMICC has a medium-term organic sales growth target of 3-5% annually, which is above Unilever's historical average of 3% [4][19] - TMICC is now the world's largest standalone ice-cream manufacturer, commanding a 21% global market share, nearly double that of its nearest competitor [5][27] Financial Performance - TMICC's revenue for the last year was reported at €7.95 billion, an increase from €7.62 billion the previous year, with adjusted operating profit rising to €964 million from €854 million [24] - The adjusted EBITDA margin improved to 16.9% from 15.9%, with adjusted EBITDA increasing to €1.34 billion from €1.21 billion [24] - Organic sales growth in 2024 was 2%, with the same rate maintained in the first half of 2025 [23] Market Strategy - TMICC plans to increase advertising and promotional spending to 13% of group revenues by 2026, up from 12.4% last year [7] - The company is focusing on e-commerce as a significant growth channel, complementing traditional retail and out-of-home sales, which account for about 40% of total turnover [17] - TMICC has implemented a €500 million productivity plan aimed at enhancing supply chain efficiency and tech-enabled productivity in manufacturing [20] Corporate Structure and Governance - TMICC is led by CEO Peter ter Kulve and CFO Abhijit Bhattacharya, with a board comprising experienced executives from various industries [22] - The company is addressing governance issues related to the Ben & Jerry's Foundation, which has been a point of contention following the demerger from Unilever [8][9] - TMICC's management is focused on capital allocation and innovation tailored to the ice-cream category, free from the broader priorities of Unilever [16][27] Future Outlook - Analysts suggest that TMICC's separation from Unilever will allow for improved performance and focus on higher-margin growth areas [27][28] - Unilever is reportedly considering divesting other food brands to concentrate on beauty and wellness sectors, indicating a strategic shift in its business model [25][26]

Core Viewpoint - Magnum Ice Cream Company (TMICC), the parent company of popular ice cream brands in China, officially launched its multi-location listing on December 8, 2023, on the Amsterdam Euronext, London Stock Exchange, and New York Stock Exchange, with a market capitalization of €7.9 billion [3][5][6]. Group 1: Company Overview - TMICC is a spin-off from Unilever, focusing solely on ice cream, with a revenue of €7.9 billion in 2024, capturing approximately 21% of the global ice cream retail market [5][6]. - The company operates strong global brands such as Magnum, Ben & Jerry's, Wall's, and Cornetto, with a network of nearly 3 million freezers across 80 countries [5][6]. Group 2: Market Position and Financials - TMICC is the second-largest ice cream company in China, with projected revenue of €317 million in 2024, showing strong recovery and growth potential [6]. - In the first half of the year, TMICC generated €270 million in revenue in China, indicating robust market performance [6]. Group 3: Strategic Initiatives - TMICC has outlined three strategic pillars: growth, productivity, and reinvestment, aiming for €500 million in cost savings through supply chain transformation and operational efficiency [6]. - The company plans to expand its global freezer network by approximately 2% annually, adding around 60,000 freezers, and will focus on product innovation, with 2025 designated as a year for numerous new product launches [6]. Group 4: Organizational Changes - To adapt to its independent status, TMICC has restructured its organization to prioritize frontline operations, streamlining management layers to enhance decision-making speed and market responsiveness [6][7].

Core Insights - Magnum Ice Cream Company (TMICC), the parent company of well-known ice cream brands like Magnum, Wall's, and Cornetto, officially began trading on the Amsterdam Euronext, London Stock Exchange, and New York Stock Exchange on December 8, 2023, following its spin-off from Unilever [1][2] - TMICC reported a revenue of €7.9 billion in 2024, capturing approximately 21% of the global ice cream retail market, and aims to leverage its strong brand portfolio and extensive distribution network to drive growth [1][2] - The spin-off allows both Unilever and TMICC to focus on their strategic priorities, with TMICC gaining greater financial and operational flexibility to respond to market changes [2] Financial Performance - In 2024, TMICC is projected to achieve an adjusted EBITDA of €1.3 billion, highlighting its strong position in the ice cream market [2] - The company has a global network of nearly 3 million freezers and sells products in 80 countries, with China being one of its top ten markets, generating €317 million in revenue in 2024 [2] Strategic Initiatives - TMICC has outlined three strategic pillars: growth, productivity, and reinvestment, aiming for €500 million in cost savings through supply chain transformation and operational efficiency [3] - The company plans to expand its global freezer footprint by approximately 2% annually, adding around 60,000 freezers, and is set to launch multiple innovative products in 2025 [3] - Organizational restructuring has been implemented to enhance decision-making speed and market responsiveness, aligning with the needs of an independent publicly traded company [3]

Core Points - The Magnum Ice Cream Company N.V. (TMICC) has announced the admission of its ordinary shares to trading on Euronext Amsterdam, the London Stock Exchange, and the New York Stock Exchange on December 8, 2025 [1][2][8] - TMICC's issued and outstanding ordinary share capital consists of 612,259,739 shares with a nominal value of EUR 3.50 each, carrying one vote per share [4][5] - The company generated €7.9 billion in revenue in 2024, establishing itself as the world's largest ice cream company with a portfolio that includes brands like Magnum, Ben & Jerry's, Wall's, and Cornetto [15] Admission Details - The registration statement was filed on November 4, 2025, and the prospectus was published on December 3, 2025 [2] - Trading on Euronext Amsterdam is set to commence at 9:00 a.m. (Amsterdam time), on the London Stock Exchange at 8:00 a.m. (London time), and on the New York Stock Exchange at 9:30 a.m. (New York time) on December 8, 2025 [8][11] - Shareholders will receive statements evidencing their interests in TMICC ordinary shares by December 23, 2025 [3] Company Strategy - TMICC aims to enhance agility, focus, and ambition as an independent listed company, with a clear strategy to deliver growth and improve productivity [6][7] - The company plans to lead the frozen snacking revolution by innovating new products and enhancing customer service, thereby creating value for shareholders and stakeholders [7]

Core Viewpoint - The Magnum Ice Cream Company N.V. (TMICC) has announced the approval and publication of its prospectus for the admission of its ordinary shares to trading on Euronext Amsterdam and the London Stock Exchange, following its planned demerger from Unilever PLC [1][4]. Group 1: Admission and Prospectus - The prospectus has been approved by the Dutch Authority for the Financial Markets and the UK Financial Conduct Authority [1][3]. - TMICC's ordinary shares are set to be listed and traded on Euronext Amsterdam and the London Stock Exchange, with the admission expected to occur on December 8, 2025 [1][4]. Group 2: Demerger Details - The demerger from Unilever is anticipated to be completed on December 6, 2025, with key dates outlined in the prospectus [4][5]. - The latest time for transfers of Unilever shares to be registered is set for December 5, 2025, at 6:00 p.m. London time [6][8]. Group 3: Financial Performance - TMICC is recognized as the world's largest ice cream company, generating €7.9 billion in revenue in 2024 [12].