Reported Earnings • May 16
First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$1.68 in 1Q 2025) First quarter 2026 results: EPS: NT$1.00. Revenue: NT$564.8m (up 4.1% from 1Q 2025). Net income: NT$39.4m (up 7.4% from 1Q 2025). Profit margin: 7.0% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Reported Earnings • Mar 14
Full year 2025 earnings released: EPS: NT$8.97 (vs NT$10.01 in FY 2024) Full year 2025 results: EPS: NT$8.97 (down from NT$10.01 in FY 2024). Revenue: NT$2.30b (up 4.2% from FY 2024). Net income: NT$200.8m (down 8.5% from FY 2024). Profit margin: 8.7% (down from 10.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Hospitality industry in Taiwan. 공시 • Mar 09
Lebledor F&B Co., Ltd., Annual General Meeting, May 27, 2026 Lebledor F&B Co., Ltd., Annual General Meeting, May 27, 2026. Location: 1 floor no,66, wu kung rd., sinjhuang district, new taipei city Taiwan Board Change • Mar 02
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 13
Third quarter 2025 earnings released: EPS: NT$2.97 (vs NT$2.70 in 3Q 2024) Third quarter 2025 results: EPS: NT$2.97 (up from NT$2.70 in 3Q 2024). Revenue: NT$612.3m (up 4.8% from 3Q 2024). Net income: NT$65.0m (up 9.8% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Hospitality industry in Taiwan. Reported Earnings • Aug 15
Second quarter 2025 earnings released: EPS: NT$2.12 (vs NT$2.70 in 2Q 2024) Second quarter 2025 results: EPS: NT$2.12 (down from NT$2.70 in 2Q 2024). Revenue: NT$549.1m (flat on 2Q 2024). Net income: NT$46.5m (down 21% from 2Q 2024). Profit margin: 8.5% (down from 11% in 2Q 2024). Reported Earnings • Jun 19
First quarter 2025 earnings released: EPS: NT$1.68 (vs NT$1.91 in 1Q 2024) First quarter 2025 results: EPS: NT$1.68 (down from NT$1.91 in 1Q 2024). Revenue: NT$542.5m (up 11% from 1Q 2024). Net income: NT$36.7m (down 13% from 1Q 2024). Profit margin: 6.8% (down from 8.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Buy Or Sell Opportunity • Jun 11
Now 25% overvalued Over the last 90 days, the stock has fallen 8.8% to NT$160. The fair value is estimated to be NT$128, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 35%. Buy Or Sell Opportunity • May 01
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at NT$155. The fair value is estimated to be NT$129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 35%. New Risk • Apr 29
New minor risk - Dividend sustainability The company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 6.0% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • Apr 25
Full year 2024 earnings released: EPS: NT$10.01 (vs NT$10.54 in FY 2023) Full year 2024 results: EPS: NT$10.01 (down from NT$10.54 in FY 2023). Revenue: NT$2.20b (up 13% from FY 2023). Net income: NT$219.4m (down 5.0% from FY 2023). Profit margin: 10.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Apr 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to NT$146, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 19x in the Hospitality industry in Taiwan. New Risk • Apr 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: NT$3.27b (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (NT$3.27b market cap, or US$98.8m). 공시 • Mar 14
Lebledor F&B Co., Ltd., Annual General Meeting, May 28, 2025 Lebledor F&B Co., Ltd., Annual General Meeting, May 28, 2025, at 10:00 Taipei Standard Time. Location: 1 floor no,66, wu kung rd., sinjhuang district, new taipei city Taiwan Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$171, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 19x in the Hospitality industry in Taiwan. New Risk • Mar 03
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Jan 13
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 12% to NT$151. The fair value is estimated to be NT$188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 24%. New Risk • Dec 13
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: NT$3.24b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Dec 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to NT$148. The fair value is estimated to be NT$186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 24%. Reported Earnings • Aug 18
First half 2024 earnings released First half 2024 results: EPS: NT$4.61. Net income: NT$101.1m (up NT$101.1m from 1H 2023).