Announcement • Jun 13
Sano Bruno's Enterprises Ltd, Annual General Meeting, Jul 19, 2026 Sano Bruno's Enterprises Ltd, Annual General Meeting, Jul 19, 2026. Location: co. offices, Israel Buy Or Sell Opportunity • Jun 01
Now 20% undervalued Over the last 90 days, the stock has risen 2.7% to ₪412. The fair value is estimated to be ₪516, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 15%. Reported Earnings • Jun 01
First quarter 2026 earnings released: EPS: ₪7.26 (vs ₪6.24 in 1Q 2025) First quarter 2026 results: EPS: ₪7.26 (up from ₪6.24 in 1Q 2025). Revenue: ₪590.7m (flat on 1Q 2025). Net income: ₪81.6m (up 16% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 20
Full year 2025 earnings released: EPS: ₪25.11 (vs ₪23.44 in FY 2024) Full year 2025 results: EPS: ₪25.11 (up from ₪23.44 in FY 2024). Revenue: ₪2.24b (down 1.5% from FY 2024). Net income: ₪282.2m (up 7.1% from FY 2024). Profit margin: 13% (up from 12% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Dec 25
Sano Bruno's Enterprises Ltd, Annual General Meeting, Jan 28, 2026 Sano Bruno's Enterprises Ltd, Annual General Meeting, Jan 28, 2026. Location: co. offices, Israel Upcoming Dividend • Dec 04
Upcoming dividend of ₪2.25 per share Eligible shareholders must have bought the stock before 11 December 2025. Payment date: 25 December 2025. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Israeli dividend payers (5.2%). Lower than average of industry peers (2.9%). Reported Earnings • Nov 30
Third quarter 2025 earnings released: EPS: ₪7.24 (vs ₪6.06 in 3Q 2024) Third quarter 2025 results: EPS: ₪7.24 (up from ₪6.06 in 3Q 2024). Revenue: ₪586.2m (down 3.1% from 3Q 2024). Net income: ₪81.4m (up 19% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year. Upcoming Dividend • Sep 04
Upcoming dividend of ₪3.50 per share Eligible shareholders must have bought the stock before 11 September 2025. Payment date: 25 September 2025. Payout ratio is a comfortable 52% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Israeli dividend payers (5.7%). Lower than average of industry peers (2.8%). Reported Earnings • Aug 28
Second quarter 2025 earnings released: EPS: ₪5.01 (vs ₪6.04 in 2Q 2024) Second quarter 2025 results: EPS: ₪5.01 (down from ₪6.04 in 2Q 2024). Revenue: ₪536.5m (down 3.0% from 2Q 2024). Net income: ₪56.4m (down 17% from 2Q 2024). Profit margin: 11% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 31
First quarter 2025 earnings released: EPS: ₪6.24 (vs ₪6.21 in 1Q 2024) First quarter 2025 results: EPS: ₪6.24 (up from ₪6.21 in 1Q 2024). Revenue: ₪586.0m (flat on 1Q 2024). Net income: ₪70.1m (flat on 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • May 30
Sano Bruno's Enterprises Ltd, Annual General Meeting, Jul 15, 2025 Sano Bruno's Enterprises Ltd, Annual General Meeting, Jul 15, 2025. Location: co. offices, Israel Reported Earnings • Mar 22
Full year 2024 earnings released: EPS: ₪23.44 (vs ₪21.13 in FY 2023) Full year 2024 results: EPS: ₪23.44 (up from ₪21.13 in FY 2023). Revenue: ₪2.27b (up 6.8% from FY 2023). Net income: ₪263.5m (up 11% from FY 2023). Profit margin: 12% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 04
Upcoming dividend of ₪7.00 per share Eligible shareholders must have bought the stock before 11 December 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Israeli dividend payers (6.0%). Lower than average of industry peers (2.5%). Reported Earnings • Nov 29
Third quarter 2024 earnings released: EPS: ₪6.06 (vs ₪5.10 in 3Q 2023) Third quarter 2024 results: EPS: ₪6.06 (up from ₪5.10 in 3Q 2023). Revenue: ₪605.2m (up 12% from 3Q 2023). Net income: ₪68.2m (up 19% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Aug 29
Second quarter 2024 earnings released: EPS: ₪6.04 (vs ₪5.06 in 2Q 2023) Second quarter 2024 results: EPS: ₪6.04 (up from ₪5.06 in 2Q 2023). Revenue: ₪553.3m (up 9.5% from 2Q 2023). Net income: ₪67.8m (up 19% from 2Q 2023). Profit margin: 12% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year. Announcement • Jun 19
Sano Bruno's Enterprises Ltd, Annual General Meeting, Jul 24, 2024 Sano Bruno's Enterprises Ltd, Annual General Meeting, Jul 24, 2024. Location: co. offices, Israel Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₪354, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 20x in the Household Products industry in Asia. Total returns to shareholders of 25% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of ₪5.75 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (2.3%). Buy Or Sell Opportunity • Mar 15
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 21% to ₪299. The fair value is estimated to be ₪241, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 9.7%. Reported Earnings • Nov 28
Third quarter 2023 earnings released: EPS: ₪5.10 (vs ₪2.99 in 3Q 2022) Third quarter 2023 results: EPS: ₪5.10 (up from ₪2.99 in 3Q 2022). Revenue: ₪541.9m (up 10% from 3Q 2022). Net income: ₪57.3m (up 71% from 3Q 2022). Profit margin: 11% (up from 6.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 30
Second quarter 2023 earnings released: EPS: ₪5.06 (vs ₪1.60 in 2Q 2022) Second quarter 2023 results: EPS: ₪5.06 (up from ₪1.60 in 2Q 2022). Revenue: ₪505.3m (up 10% from 2Q 2022). Net income: ₪56.9m (up 217% from 2Q 2022). Profit margin: 11% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year. Reported Earnings • Jun 01
First quarter 2023 earnings released: EPS: ₪4.79 (vs ₪4.42 in 1Q 2022) First quarter 2023 results: EPS: ₪4.79 (up from ₪4.42 in 1Q 2022). Revenue: ₪539.6m (up 11% from 1Q 2022). Net income: ₪53.8m (up 8.4% from 1Q 2022). Profit margin: 10.0% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 3% per year. Upcoming Dividend • Mar 28
Upcoming dividend of ₪3.50 per share at 1.7% yield Eligible shareholders must have bought the stock before 04 April 2023. Payment date: 18 April 2023. Trailing yield: 1.7%. Lower than top quartile of Israeli dividend payers (8.6%). Lower than average of industry peers (1.9%). Reported Earnings • Mar 25
Full year 2022 earnings released: EPS: ₪12.81 (vs ₪22.42 in FY 2021) Full year 2022 results: EPS: ₪12.81 (down from ₪22.42 in FY 2021). Revenue: ₪1.91b (up 4.6% from FY 2021). Net income: ₪144.0m (down 43% from FY 2021). Profit margin: 7.5% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • Dec 01
Third quarter 2022 earnings released: EPS: ₪2.99 (vs ₪5.21 in 3Q 2021) Third quarter 2022 results: EPS: ₪2.99 (down from ₪5.21 in 3Q 2021). Revenue: ₪492.1m (up 5.1% from 3Q 2021). Net income: ₪33.6m (down 43% from 3Q 2021). Profit margin: 6.8% (down from 13% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Niv Ahituv was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Aug 14
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 6.9%. The fair value is estimated to be ₪391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 20%. Board Change • Jun 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Niv Ahituv was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Niv Ahituv was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 01
Full year 2021 earnings released: EPS: ₪22.42 (vs ₪19.20 in FY 2020) Full year 2021 results: EPS: ₪22.42 (up from ₪19.20 in FY 2020). Revenue: ₪1.83b (up 1.4% from FY 2020). Net income: ₪252.0m (up 17% from FY 2020). Profit margin: 14% (up from 12% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year. Upcoming Dividend • Dec 01
Upcoming dividend of ₪3.50 per share Eligible shareholders must have bought the stock before 08 December 2021. Payment date: 22 December 2021. Trailing yield: 2.0%. Lower than top quartile of Israeli dividend payers (5.1%). Higher than average of industry peers (1.6%). Reported Earnings • Nov 27
Third quarter 2021 earnings: Revenues in line with analyst expectations Third quarter 2021 results: Revenue: ₪209.4m (down 56% from 3Q 2020). Net income: ₪58.6m (down 1.0% from 3Q 2020). Profit margin: 28% (up from 12% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year. Reported Earnings • Sep 04
Second quarter 2021 earnings released The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₪197.9m (down 51% from 2Q 2020). Net income: ₪55.7m (up 16% from 2Q 2020). Profit margin: 28% (up from 12% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 20% per year. Reported Earnings • Mar 17
Full year 2020 earnings released: EPS ₪19.20 (vs ₪14.13 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪1.80b (up 14% from FY 2019). Net income: ₪215.8m (up 36% from FY 2019). Profit margin: 12% (up from 10.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year. Is New 90 Day High Low • Mar 13
New 90-day high: ₪280 The company is up 2.0% from its price of ₪274 on 13 December 2020. The Israeli market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Household Products industry, which is down 6.0% over the same period. Is New 90 Day High Low • Dec 23
New 90-day low: ₪257 The company is down 15% from its price of ₪302 on 23 September 2020. The Israeli market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is flat over the same period. Reported Earnings • Dec 04
Third quarter 2020 earnings released: EPS ₪5.26 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪478.2m (up 17% from 3Q 2019). Net income: ₪59.2m (up 30% from 3Q 2019). Profit margin: 12% (up from 11% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Oct 04
New 90-day high: ₪312 The company is up 35% from its price of ₪232 on 06 July 2020. The Israeli market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is down 2.0% over the same period.