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Lotus Bakeries Community
ENXTBR:LOTB Community
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Lotus Bakeries
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Lotus Bakeries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Mondelez Partnership And Thailand Facility Will Expand Global Reach
Key Takeaways Strategic partnerships and new facilities in Asia and Europe could enhance market penetration and improve revenue through product expansion and cost-effectiveness. Focused expansion in better-for-you snacks and increased marketing efforts aim to drive future growth and strengthen brand presence globally.
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€9.82k
FV
23.4% undervalued
intrinsic discount
10.21%
Revenue growth p.a.
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3 days ago
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Lotus Bakeries
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Explosive Asian Middle Class Will Elevate Premium Snack Demand
Key Takeaways Rapid expansion in Asia, local production, and Biscoff's viral popularity are expected to accelerate growth and boost market share well beyond current analyst projections. Investments in digital channels and efficient supply chains should structurally raise margins, with premium pricing and e-commerce boosting profits and resilience against traditional industry pressures.
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€12.00k
FV
37.3% undervalued
intrinsic discount
14.39%
Revenue growth p.a.
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3 days ago
author updated this narrative
Lotus Bakeries
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Growing Regulatory Burdens Will Undermine Fragile Market Share
Key Takeaways Shifting consumer preferences and tighter health regulations are forcing a move away from profitable core products, threatening long-term growth and profitability. Heavy dependence on Biscoff and escalating supply chain, compliance, and sustainability costs expose the company to increased risks and tighter margins.
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€6.78k
FV
11.0% overvalued
intrinsic discount
8.66%
Revenue growth p.a.
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10 days ago
author updated this narrative
Your Valuation for
LOTB
LOTB
Lotus Bakeries
Your Fair Value
€
Current Price
€7.52k
16.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue €2.0b
Earnings €242.2m
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