Bega Cheese

Global Protein Demand Will Drive Premium Local Dairy Growth

AnalystHighTarget

Not Invested

Consensus Narrative from 10 Analysts

Published

26 Jul 25

Updated

28 Aug 25

AnalystHighTarget's Fair Value

AU$7.20

20.1% undervalued

28 Aug

AU$5.75

23.4%

2.5%

23.4%

2.5%

Author's Valuation

AU$7.2

20.1% undervalued

AnalystHighTarget Fair Value

Narrative

Updates0

AnalystHighTarget Fair Value

AU$7.2

20.1% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.01%

Food revenue growth rate

2.37%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

6.48%

Calculation

AU$108.52m

Earnings '28

24.43x

PE Ratio '28

AU$2.65b

Market Cap '28

AU$2.65b

Market Cap '28

305.85m

No. shares '28

AU$8.67

Share Price '28

AU$8.67 Share Price '28

Discounted to 2025 @ 6.48% p.a.

AU$7.18

Fair Value '25