a2 Milk
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Consensus Narrative from 9 Analysts
Supply Constraints And Capital Costs Will Weigh On Earnings, But New Products May Improve Future Prospects
Key Takeaways The company's expansion and reliance on costly air freight impact margins and could pressure revenue if investment returns disappoint. Challenges in key markets, including declining ANZ performance and competition in China, threaten growth amidst costly product launches.
View narrativeNZ$7.65
FV
23.6% overvalued intrinsic discount8.24%
Revenue growth p.a.
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