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Bega Cheese Limited Stock Price

ASX:BGA Community·AU$1.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BGA Share Price Performance

AU$5.91
0.38 (6.87%)
​
AU$6.94
Fair Value
AU$5.91
0.38 (6.87%)
14.8% undervalued intrinsic discount
AU$6.94
Fair Value
Price AU$5.91
AnalystConsensusTarget AU$6.94
AnalystHighTarget AU$7.75
AnalystLowTarget AU$5.28
Fri, 21 Aug 26
Fair ValueAU$6.94
Share Pricen/a

BGA Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value AU$6.94 14.8% undervalued intrinsic discount

Functional Dairy Demand And Asia-Pacific Expansion Will Create Lasting Value

1users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value AU$7.75 23.7% undervalued intrinsic discount

Global Protein Demand Will Drive Premium Local Dairy Growth

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value AU$5.28 12.0% overvalued intrinsic discount

Plant-Based Shift Will Challenge Dairy Profits Despite Efficiency Moves

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
BGA logo
Bega Cheese
12.0% overvalued intrinsic discount
Updated

Plant-Based Shift Will Challenge Dairy Profits Despite Efficiency Moves

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AN
AnalystLowTarget
AnalystLowTarget
Updated 4 Sep
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BGA logo
Bega Cheese
14.8% undervalued intrinsic discount

Functional Dairy Demand And Asia-Pacific Expansion Will Create Lasting Value

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
Read Narrative
BGA logo
Bega Cheese
23.7% undervalued intrinsic discount

Global Protein Demand Will Drive Premium Local Dairy Growth

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 15 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
BGA logo

BGA: Higher P/E And 2026 Dividend Will Likely Limit Future Upside

Fair Value: AU$5.28 12.0% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BGA logo

BGA: Future Returns Will Depend On Dividends And A Higher P/E Multiple

Fair Value: AU$6.94 14.8% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BGA logo

BGA: Upgraded Earnings Guidance And Bulk Segment Recovery Will Drive Repricing

Fair Value: AU$7.75 23.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and slightly overvalued.

1 Risk
3 Rewards
View Full Analysis

Bega Cheese Limited Key Details

AU$3.8b

Revenue

AU$3.0b

Cost of Revenue

AU$802.2m

Gross Profit

AU$747.4m

Other Expenses

AU$54.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.18
21.25%
1.45%
28.4%
View Full Analysis

About BGA

Founded
1899
Employees
n/a
CEO
Pete Findlay
WebsiteView website
begagroup.com.au

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 provides value added consumer products for owned and externally owned brands. The Bulk segment offers bulk dairy ingredients, nutritional, and bio nutrient products. Its grocery categories include milk-based beverages, yoghurt, spreads, chilled juice and drinks, fresh white milk, creams and custards, and water ice under the Beqa, Vegemite, Tatura, Dairy Farmers, Yoplait, Daily Juice, Farmers Union, ZOOPER DOOPER, Big M, Dare, Pura, Masters, The Juice Brothers, Iced Coffee, Master M, COMPLETE DAIRY +, Betta MILK, Mildura, Simply Nuts, Berri, and Bega Peanut Butter brand names. The company sells its products through grocery, route trade, foodservice, petrol and convenience, industrial, and food manufacturers. It also exports its products. The company was founded in 1899 and is headquartered in Bega, Australia.

Recent BGA News & Updates

User avatar
Narrative Update • Sep 04

BGA: Higher P/E And 2026 Dividend Will Likely Limit Future Upside

Analysts have lifted their fair value estimate for Bega Cheese from A$4.95 to A$5.28, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What’s in the News for Bega Cheese Bega Cheese declared an ordinary fully paid dividend of A$0.075 per security for the six month period ending 30 June 2026.

Recent updates

No updates

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