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Bega Cheese Community
ASX:BGA Community
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Bega Cheese
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Bega Cheese
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Global Protein Demand Will Expand Australian Dairy Exports
Key Takeaways Product innovation, brand partnerships, and sustainability initiatives position Bega for premiumisation, accelerated revenue growth, and resilient earnings in both domestic and export markets. Investments in supply chain automation, digital transformation, and export capabilities underpin long-term productivity gains and scalable export-led revenue expansion.
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AU$7.00
FV
24.6% undervalued
intrinsic discount
6.50%
Revenue growth p.a.
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about 4 hours ago
author updated this narrative
Bega Cheese
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising Plant-Based Adoption Will Undermine Core Dairy Fundamentals
Key Takeaways Growing preference for plant-based alternatives and escalating climate regulations are eroding traditional dairy demand and raising Bega Cheese's operating costs. Intensifying competition, commodity price volatility, and private-label dominance are challenging Bega's pricing power, margin expansion, and long-term earnings predictability.
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AU$4.53
FV
16.4% overvalued
intrinsic discount
1.69%
Revenue growth p.a.
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0
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11 days ago
author updated this narrative
Bega Cheese
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investing In Leading Brands Will Drive Future Growth In Asia And The Middle East
Key Takeaways Transformation into a branded business and international expansion are expected to drive revenue growth and higher margins through brand equity and regional gains. Efficiency improvements, cost savings, and logistics optimization are projected to enhance cash flow, enabling reinvestment in higher-margin segments and boosting earnings.
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AU$6.04
FV
12.6% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
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about 24 hours ago
author updated this narrative
Your Valuation for
BGA
BGA
Bega Cheese
Your Fair Value
AU$
Current Price
AU$5.28
12.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-205m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$4.4b
Earnings AU$41.6m
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