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Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi Community
IBSE:AEFES Community
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Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
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Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Urbanization And Rising Incomes Will Fuel Premium Beverage Demand
Key Takeaways Strategic moves into exports, localized production, and digital transformation are expected to accelerate growth, boost earnings diversification, and expand margins beyond market forecasts. Focus on premiumization, new beverage categories, and modern retail channels positions the company for sustained profitability and stronger competitive advantage across diverse markets.
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₺35.60
FV
51.7% undervalued
intrinsic discount
32.11%
Revenue growth p.a.
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1 day ago
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Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Tighter Regulations In Turkey And Global Shifts Will Weaken Performance
Key Takeaways Shifting consumer preferences and tighter regulations are pressuring core beer volumes and limiting revenue growth, especially in key markets. Exposure to geopolitical risks and rising input costs threaten profitability, with limited capacity to offset margin pressures through price increases.
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₺16.00
FV
7.6% overvalued
intrinsic discount
20.78%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Azerbaijan, Uzbekistan, And Belarus With Premium Beers And Spirits Will Strengthen Future Market Position
Key Takeaways Geographic expansion into CIS countries and new markets could enhance revenue through increased market footprint and consumer base. Focus on cost controls, new product launches, and pricing strategies may improve net margins and EBITDA by aligning with consumer premium preferences.
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₺25.70
FV
33.0% undervalued
intrinsic discount
23.47%
Revenue growth p.a.
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3 days ago
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Your Valuation for
AEFES
AEFES
Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
Your Fair Value
₺
Current Price
₺17.21
35.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-625m
568b
2015
2018
2021
2024
2025
2027
2030
Revenue ₺568.4b
Earnings ₺27.7b
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