De vertaling van deze pagina is experimenteel en in ontwikkeling. Uw is welkom!

Bega Cheese Inkomsten in het verleden

Verleden criteriumcontroles 1/6

De winst van Bega Cheese is gedaald met een gemiddeld jaarlijks percentage van -51.2%, terwijl de winst van de Food -industrie jaarlijks groeide met 3.3%. De inkomsten zijn groeide met een gemiddeld percentage van 21.2% per jaar. Het rendement op het eigen vermogen Bega Cheese bedraagt 3% en de nettomarge bedraagt 0.9%.

Belangrijke informatie

-51.2%

Groei van de winst

-51.0%

Groei van de winst per aandeel

Food Groei van de industrie	5.9%
Inkomstengroei	21.2%
Rendement op eigen vermogen	3.0%
Nettomarge	0.9%
Laatste winstupdate	30 Jun 2024

Recente prestatie-updates uit het verleden

Recent updates

Opbrengsten en kosten

Hoe Bega Cheese geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

CHIA:BGA Opbrengsten, kosten en inkomsten (AUD Millions )
Datum	Inkomsten	Inkomsten	G+A Uitgaven
30 Jun 24	3,522	31	658
31 Mar 24	3,475	-90	649
24 Dec 23	3,429	-211	639
24 Sep 23	3,402	-220	644
30 Jun 23	3,376	-230	648
31 Mar 23	3,277	-113	649
25 Dec 22	3,178	4	650
25 Sep 22	3,094	14	633
30 Jun 22	3,010	24	616
31 Mar 22	2,941	54	607
26 Dec 21	2,873	84	598
26 Sep 21	2,473	81	499
30 Jun 21	2,073	78	401
31 Mar 21	1,767	56	328
27 Dec 20	1,460	34	255
27 Sep 20	1,476	28	257
30 Jun 20	1,493	21	260
31 Mar 20	1,503	15	258
29 Dec 19	1,512	8	255
29 Sep 19	1,466	6	247
30 Jun 19	1,420	4	238
31 Mar 19	1,354	9	226
30 Dec 18	1,288	13	215
30 Sep 18	1,270	21	211
30 Jun 18	1,252	29	206
31 Mar 18	1,236	86	185
31 Dec 17	1,219	144	164
30 Sep 17	1,223	141	144
30 Jun 17	1,227	139	124
31 Mar 17	1,241	84	124
25 Dec 16	1,256	30	123
25 Sep 16	1,226	29	120
30 Jun 16	1,196	29	118
31 Mar 16	1,159	25	106
27 Dec 15	1,122	21	95
27 Sep 15	1,117	17	102
30 Jun 15	1,113	12	109
31 Mar 15	1,112	33	110
28 Dec 14	1,111	53	111
28 Sep 14	1,090	60	107
30 Jun 14	1,069	66	104
31 Mar 14	1,047	47	101
29 Dec 13	1,025	28	98

Kwaliteitswinsten: BGA heeft een grote eenmalige winst van A$17.6M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 30th June, 2024.

Groeiende winstmarge: BGA is in het verleden winstgevend geweest.

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: De winst van BGA is de afgelopen 5 jaar met 51.2% per jaar gedaald.

Versnelling van de groei: BGA is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.

Winst versus industrie: BGA is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Food -sector ( 20.1% ).

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 3% ) van BGA wordt als laag beschouwd.

Bega Cheese Inkomsten in het verleden

Verleden criteriumcontroles 1/6

Belangrijke informatie

Recente prestatie-updates uit het verleden

Full year 2024 earnings released: EPS: AU$0.10 (vs AU$0.76 loss in FY 2023)

First half 2024 earnings released: EPS: AU$0.087 (vs AU$0.024 in 1H 2023)

First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.093 in 1H 2022)

Full year 2022 earnings released: EPS: AU$0.08 (vs AU$0.29 in FY 2021)

First half 2022 earnings: EPS in line with expectations, revenues disappoint

Full year 2021 earnings released: EPS AU$0.27 (vs AU$0.099 in FY 2020)

Recent updates

Bega Cheese Limited, Annual General Meeting, Oct 30, 2024

Non-Executive Director recently sold AU$179k worth of stock

Investor sentiment improves as stock rises 17%

Final dividend of AU$0.04 announced

New minor risk - Earnings quality

Full year 2024 earnings released: EPS: AU$0.10 (vs AU$0.76 loss in FY 2023)

Now 20% undervalued

Non-Executive Director recently sold AU$209k worth of stock

First half dividend of AU$0.04 announced

First half 2024 earnings released: EPS: AU$0.087 (vs AU$0.024 in 1H 2023)

Bega Cheese Limited (ASX:BGA) completed the acquisition of Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) and The Van Diemen's Land Company.

Insufficient new directors

Bega Cheese Limited, Annual General Meeting, Oct 24, 2023

Bega Cheese Limited (ASX:BGA) entered into an agreement to acquire Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) for AUD 11 million.

Bega Cheese Limited Declares Final Fully Franked Dividend, Payable on 21 September 2023

New major risk - Dividend sustainability

Charter Hall Group (ASX:CHC) agreed to acquire 1 Vegemite Way, Port Melbourne site of Bega Group from Bega Cheese Limited (ASX:BGA) for approximately AUD 120 million.

Charter Hall Group (ASX:CHC) agreed to acquire 1 Vegemite Way, Port Melbourne site of Bega Group from Bega Cheese Limited (ASX:BGA) for approximately AUD 120 million.

Now 20% undervalued

Now 21% undervalued

Now 23% undervalued after recent price drop

First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.093 in 1H 2022)

Bega Group Announces CEO Changes

Bega Cheese Limited Announces CEO Changes

Bega Cheese Limited Names Gunther Burghardt as Chief Financial Officer

Bega Cheese Limited, Annual General Meeting, Oct 26, 2022

Full year 2022 earnings released: EPS: AU$0.08 (vs AU$0.29 in FY 2021)

Bega Cheese Limited Declares Fully Franked Ordinary Distribution for the Six Months Ended June 30, 2022, Payable on September 23, 2022

Insider recently bought AU$15m worth of stock

Bega Cheese Appoints Pete Findlay as Chief Operating Officer

Insider recently bought AU$15m worth of stock

Insider recently bought AU$35m worth of stock

First half 2022 earnings: EPS in line with expectations, revenues disappoint

Bega Cheese Limited Announces Fully Franked Dividend for Six Months Ended December 26, 2021, Payable on March 24, 2022

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

Insider recently bought AU$108m worth of stock

Non-Executive Director recently bought AU$55k worth of stock

Full year 2021 earnings released: EPS AU$0.27 (vs AU$0.099 in FY 2020)

First half 2021 earnings released: EPS AU$0.096 (vs AU$0.04 in 1H 2020)

Bega Cheese Limited Announces Fonterra Legal Proceedings

New 90-day high: AU$5.90

New 90-day high: AU$5.55

Bega Cheese Limited (ASX:BGA) completed the acquisition of Lion-Dairy & Drinks Pty Ltd from Kirin Foods Australia Holdings Pty Ltd.

Bega Cheese Limited (ASX:BGA) entered into share purchase agreement to acquire Lion-Dairy & Drinks Pty Ltd from Kirin Foods Australia Holdings Pty Ltd for approximately AUD 530 million.

The High Court of Australia Dismisses Kraft Heinz's Application for Special Leave in the Legal Proceedings Against Bega Cheese Limited

An unknown buyer acquired Coburg Facility from Bega Cheese Limited (ASX:BGA) for AUD 5 million.

The Bega Co-Operative Society Limited completed the acquisition of a 70% stake in Tatura Milk Industries Limited.

New 90-day high - AU$5.25

Earnings released

Opbrengsten en kosten

Inkomsten en omzetgeschiedenis

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Rendement op eigen vermogen

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden