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Barry Callebaut Community
SWX:BARN Community
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Barry Callebaut
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Barry Callebaut
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Future Farming Initiative And New Capacities Will Strengthen Supply Chains
Key Takeaways Strategic investments and supply chain expansions in North America and Asia aim to enhance revenue growth and stabilize future earnings. Secured bean supply and a focus on cost efficiencies are intended to stabilize input costs and improve net margins.
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CHF 1.18k
FV
15.2% undervalued
intrinsic discount
3.85%
Revenue growth p.a.
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3 days ago
author updated this narrative
Barry Callebaut
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Cocoa Volatility Will Squeeze Margins And Threaten Supply Chains
Key Takeaways Surging cocoa costs and climate-related supply risks are compressing margins, increasing supply chain pressure, and threatening profitability across future economic cycles. Structural shifts in consumer preferences toward healthier and alternative products, alongside rising substitutes, endanger legacy offerings and long-term revenue sustainability.
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CHF 790.00
FV
26.1% overvalued
intrinsic discount
-4.12%
Revenue growth p.a.
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10 days ago
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Barry Callebaut
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Global Urbanization And E-Commerce Will Expand Premium Markets
Key Takeaways Efficiency gains from operational streamlining and digital transformation are likely to boost profitability and margin recovery beyond current expectations. Leadership in sustainable sourcing and supply chain innovation strengthens pricing power and supports resilient growth amid rising global demand.
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CHF 1.94k
FV
48.6% undervalued
intrinsic discount
7.87%
Revenue growth p.a.
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10 days ago
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Your Valuation for
BARN
BARN
Barry Callebaut
Your Fair Value
CHF
Current Price
CHF 996.50
9.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
15b
2015
2018
2021
2024
2025
2027
2030
Revenue CHF 14.8b
Earnings CHF 163.4m
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