BGA Share Price Performance
AU$0
-5.09 (-100.00%)
Price AU$0
Fair ValueAU$7.20
Share Pricen/a
Bega Cheese Limited (ASX:BGA) Looks Inexpensive But Perhaps Not Attractive Enough
Nov 11
Bega Cheese Limited Stock Price
- 3 Narratives written by author
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- 19 Fair Values set on narratives written by author
BGA Community Narratives
AN
Fair Value AU$7.2 18.2% undervalued intrinsic discount
Global Protein Demand Will Drive Premium Local Dairy Growth
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Fair Value AU$4.48 31.5% overvalued intrinsic discount
Plant-Based Shift Will Challenge Dairy Profits Despite Efficiency Moves
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Fair Value AU$6.15 4.3% undervalued intrinsic discount
Functional Dairy Demand And Asia-Pacific Expansion Will Create Lasting Value
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Global Protein Demand Will Drive Premium Local Dairy Growth
Key Takeaways Strategic focus on branded, premium products and protein-centric innovation positions Bega for strong pricing power and long-term margin expansion amid shifting consumer trends. Streamlined, scalable operations and global market trends create significant potential for accelerated international growth, robust earnings, and resilient multi-year revenue streams.Read more
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AN
AU$7.2
18.2% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
5.7% p.a.
Profit Margin
2.62%
Future PE
24.17x
Share price in 2028
AU$8.67
Plant-Based Shift Will Challenge Dairy Profits Despite Efficiency Moves
Key Takeaways Shifting consumer preferences and regulatory pressures threaten revenue and margin growth for Bega's core dairy offerings, despite new product launches and portfolio expansion. Supply chain volatility, integration challenges, and retailer consolidation could further erode profitability and disrupt long-term earnings stability.Read more
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AU$4.48
31.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
2.57% p.a.
Profit Margin
2.47%
Future PE
17.48x
Share price in 2028
AU$5.39
Functional Dairy Demand And Asia-Pacific Expansion Will Create Lasting Value
Key Takeaways Expansion of value-added dairy products and international presence is supporting brand strength, earnings diversification, and market share growth. Supply chain improvements and financial discipline are enhancing margins and positioning for future M&A and sustained profitability.Read more
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AN
AU$6.15
4.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
3.65% p.a.
Profit Margin
2.45%
Future PE
23.48x
Share price in 2028
AU$7.41
Snowflake Analysis
Bega Cheese Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Feb 19, 2026
- -0.028
- 20.51%
- -0.24%
- 25.1%
About BGA
- Founded
- 1899
- Employees
- n/a
- CEO
- WebsiteView website
Bega Cheese Limited receives, processes, manufactures, and distributes dairy and other food-related products in Australia. It operates through two segments, Branded and Bulk. The Branded segment manufactures value added consumer products for owned and externally owned brands. The Bulk segment manufactures bulk dairy ingredients, nutritional, and bio nutrient products. Its grocery categories include milk-based beverages, yoghurt, spreads, chilled juice and drinks, fresh white milk, and water ice under the Dare, Iced Coffee, Masters, Dairy Farmers, Big M, Farmers Union, Yoplait, VEGEMIT, Peanut Butter, Simply nuts, Daily Juice, THE JUICE BROTHERS, Mildura, Pura, Complete Dairy, Betta Milk, ZOOPER DOOPER, and Berri brands. The company sells its products through grocery, route trade, foodservice, petrol, and convenience channels, as well as food manufacturers. It also exports its products. The company was founded in 1899 and is headquartered in Bega, Australia.
