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Food, Beverage & Tobacco
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Monde Nissin
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Monde Nissin Community
PSE:MONDE Community
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Monde Nissin
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Monde Nissin
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Urbanization And Digitalization Will Drive Quorn Market Leadership
Key Takeaways Rapid gross margin expansion, supply chain overhaul, and SKU rationalization are likely to drive earnings and profitability beyond current expectations. Strong growth in Meat Alternatives and dominance in core segments, supported by digital distribution and innovation, position the company for sustained high-margin revenue growth.
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₱11.8
FV
40.0% undervalued
intrinsic discount
6.75%
Revenue growth p.a.
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5 days ago
author updated this narrative
Monde Nissin
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Meat Alternatives Transformation And Premium Segments Will Drive Recovery
Key Takeaways Transformation efforts in meat alternatives and premium product expansion are strengthening margins, profitability, and market share despite tough competition and weak low-income segment volumes. Growing demand for health-focused and alternative protein foods is accelerating international sales and improving product mix, supporting sustainable long-term top-line growth and stabilized margins.
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₱9.65
FV
26.7% undervalued
intrinsic discount
4.37%
Revenue growth p.a.
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12 days ago
author updated this narrative
Monde Nissin
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Regulatory And Cost Headwinds Will Hinder Long-Term Stability
Key Takeaways Growing health concerns and regulatory pressures threaten traditional product lines, while shifting consumer preferences favor premium and fresh alternatives. Rising costs, fierce competition, and sustainability demands risk compressing margins and market share, especially amid weak pricing power and innovation gaps.
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₱6.5
FV
8.9% overvalued
intrinsic discount
2.95%
Revenue growth p.a.
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21 days ago
author updated this narrative
Your Valuation for
MONDE
MONDE
Monde Nissin
Your Fair Value
₱
Current Price
₱7.08
38.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-14b
104b
2015
2018
2021
2024
2025
2027
2030
Revenue ₱104.0b
Earnings ₱945.2m
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