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Tantalizers Plc 9M-2025 Results Review – Return to Profitability Amid Balance Sheet Recapitalization

Published
28 Jan 25
Updated
05 Nov 25
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Wane_Investment_House's Fair Value
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1Y
185.3%
7D
7.0%

Author's Valuation

₦2.514.4% undervalued intrinsic discount

Wane_Investment_House's Fair Value

Shared on 05 Nov 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on 31 Jul 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on 04 Jul 25

Subject: Tantalizers PLC Signals Strategic Shift with DBN TV Takeover MOU Tantalizers PLC has signed a landmark Memorandum of Understanding (MOU) with Degue Broadcasting Network (DBN) Television , marking a pivotal move in its strategic diversification into the entertainment and media sector. The agreement, dated June 25, 2025 , positions Tantalizers to transition from a food and hospitality brand into a broader "foodtainment" and content powerhouse.

Shared on 27 Jun 25

Fair value Decreased 26%

WaneInvestmentHouse has increased revenue growth from 88.0% to 99.8%, decreased profit margin from 51.0% to 30.0%, increased future PE multiple from 11.0x to 20.0x and increased shares outstanding growth rate from 0.1% to 0.3%.

Shared on 14 Mar 25

Fair value Increased 70%

WaneInvestmentHouse has increased revenue growth from 10.2% to 88.0%, decreased profit margin from 67.0% to 51.0% and decreased future PE multiple from 40.7x to 11.0x.

Shared on 06 Mar 25

WaneInvestmentHouse has decreased revenue growth from 185.5% to 10.2%, increased profit margin from 7.5% to 67.0% and increased future PE multiple from 20.4x to 40.7x.