Lotus has been a very good company positive: with future revenue growth around 12% and profit margins increasing, the fair value is still high, even with decreasing p/e and using an 8% discount rate, they are still at least 10% undervalued great balance sheets with low debts/equity - 35% High increasing demand for their flagship cookie in Asia building of a new factory in Thailand to follow the increasing demand should help ensure future revenue growth currently at a discount, having as low a p/e as it has basically has had in the last 5 years High ROA compared to industry - 11% compared to 3 % 3Y free cash flow cagr of 9.90% is in the top 25% of its sector. increasing dividend payments expansion into ice cream products in cooperation with Mondelez negative: they are still at a high p/e ratio of 40X, even with this recent discount A slow down in future revenue growth due to inability to follow increasing demand with increasing production capacity could lead to a lower p/e balance in the futureRead more
Lotus Bakeries’ biggest hit brand could face a tougher future as shoppers and regulators push back on sugary, processed snacks, forcing the company to change what it sells and how it makes money. The bull case leans on fast growth outside its core biscuits, new factories, and global partners—but the story hinges on whether those moves can outpace rising costs and shifting tastes.Read more
Lotus Bakeries is betting on a tie-up with Mondelez and a new factory in Thailand to push Biscoff and other snacks deeper into fast-growing markets like India and Asia. The upside comes from new products and bigger brand reach, but delays, ingredient price swings, and heavy spending could squeeze profits along the way.Read more
Key Takeaways Rapid expansion in Asia, local production, and Biscoff's viral popularity are expected to accelerate growth and boost market share well beyond current analyst projections. Investments in digital channels and efficient supply chains should structurally raise margins, with premium pricing and e-commerce boosting profits and resilience against traditional industry pressures.Read more
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Lotus Bakeries NV, together with its subsidiaries, provides various snack products in Belgium and internationally. It offers biscuits, cookies, ginger breads, cakes, donut, waffles, pastry, fruity bakes, veggie straws, wriggles, tiddlers, biscptti, melty bittons, and pepparkakor biscuits. The company also provides energy bars, fruit and nut bars, protein bars, fruit and fibre bars, ice creams, and spreads. It sells its products under the Lotus, Biscoff, nakd, TREK, BEAR, Kiddylicious, Peter’s Yard, Dinosaurus, Peijnenburg, Snelle Jelle, Annas, Suzy, and Kung Oscar brands. The company was founded in 1932 and is headquartered in Lembeke, Belgium. Lotus Bakeries NV is a subsidiary of Stichting Administratiekantoor van Aandelen Lotus Bakeries.
