Bega Cheese

Plant-Based Shift Will Challenge Dairy Profits Despite Efficiency Moves

AnalystLowTarget

Not Invested

Consensus Narrative from 10 Analysts

Published

28 Jul 25

Updated

28 Aug 25

AnalystLowTarget's Fair Value

AU$4.50

29.4% overvalued

28 Aug

AU$5.83

14.3%

6.0%

14.3%

6.0%

Author's Valuation

AU$4.5

29.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

AU$4.5

29.4% overvalued

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$93.88m

Earnings '28

17.66x

PE Ratio '28

AU$1.66b

Market Cap '28

AU$1.66b

Market Cap '28

305.85m

No. shares '28

AU$5.42

Share Price '28

AU$5.42 Share Price '28

Discounted to 2025 @ 6.48% p.a.

AU$4.49

Fair Value '25