Sipef NV Stock Price

ENXTBR:SIP Community·€970.5m Market Cap

1 Narratives written by author
4 Comments on narratives written by author
30 Fair Values set on narratives written by author

Author Program NEW Create Narrative

SIP Share Price Performance

€93.10

31.10 (50.16%)

€121.00

Fair Value

€93.10

31.10 (50.16%)

23.1% undervalued

€121.00

Fair Value

€93.10

€121.00

Wed, 8 Jul 26

Fair Value€121.00

Share Pricen/a

SIP Community Narratives

StoxEurope's

Fair Value

Fair Value €121 23.1% undervalued

SIPEF is riding a lift in palm oil and banana output while benefiting from stronger demand tied to biofuels, and it’s backing that up with a solid cash position and investments in cleaner operations. The big watch‑outs are political and trade shocks, tricky weather, and rising costs that could squeeze results if conditions turn.Read more

€121

23.1% undervalued

StoxEurope's

Fair Value

Revenue

6% p.a.

Profit Margin

21%

Future PE

13x

Price in 2029

€152.43

Trending Discussion

Yeah simply wall street gives improper valuation

Update on the April 27th warning issue by Simply Wall Street : Key Highlights ✅ Strong start across the board — production and pricing both ahead of Q1 2025, giving a solid platform for the full year. ✅ Forward sales well-positioned — 44% of expected volumes locked in at USD 1,046/t average (vs. 38% at USD 1,030/t at the same point in 2025). Papua New Guinea is 84% hedged at USD 1,166/t. ✅ Full-year guidance maintained — ~470,000 t CPO target unchanged; recurring net profit expected broadly in line with 2025's record results. ✅ PNG recovery on track — continuing rebound after the 2023 volcano eruption, with own plantation production up +15%. ⚠️ Cost headwinds — fertiliser and energy costs are rising, partly driven by the Iran conflict and Middle East disruption. South Sumatra's young plantations add full cost base with still-limited volumes. ⚠️ Banana weakness — Motobé (-36.4%) and Lumen (-13.5%) dragged the segment; irrigation systems now installed to support recovery. 🌱 Sustainability — two notable initiatives: a landscape coalition in Mukomuko (Indonesia) and a citizen science biodiversity programme with Borneo Futures yielding 8,000+ fauna observations including 9 endangered species. 💰 Capex — USD 100–120M investment programme for 2026, expected to be fully self-funded from operating cash flow, with net financial position set to further improve vs. end-2025. There are some concern guidances, but these look natural to me. The warning makes no sense to me, and I remain confident.

Snowflake Analysis

Flawless balance sheet, undervalued and pays a dividend.

2 Risks

3 Rewards

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Sipef NV Key Details

Last Reported Earnings

Dec 31, 2025

Next Reporting Earnings

Aug 13, 2026

: 12.03
: 43.96%
: 21.99%
: 0.3%

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About SIP

Founded: 1919
Employees: 17379
CEO: Petra Meekers
WebsiteView website: www.sipef.com

Sipef NV operates as an agro-industrial company. The company operates through Palm, Rubber, and Bananas segments. It also provides crude palm oil, palm kernels, and palm kernel oil; flowers; pineapple and bananas. The company operates in Papua New Guinea, Côte d'Ivoire, Singapore, Europe, and Indonesia. Sipef NV was incorporated in 1919 and is headquartered in Schoten, Belgium.