TBS Share Price Performance
R290.00
290.00 (0.00%)
32.2% undervalued intrinsic discount
R428.00
Fair Value
Price R290.00
AnalystHighTarget R428.00
AnalystLowTarget R280.00
AnalystConsensusTarget R348.00
Fair ValueR428.00
Share Pricen/a
Tiger Brands Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 26 Fair Values set on narratives written by author
TBS Community Narratives
AN
Fair Value
·Fair Value R428 32.2% undervalued intrinsic discount
Urbanization And Health Trends Will Boost Packaged Foods Despite Risks
0users have liked this narrative
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4users have followed this narrative
AN
Fair Value
·Fair Value R280 3.6% overvalued intrinsic discount
Costly Reformulations And Recalls Will Drag Performance
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value R348 16.7% undervalued intrinsic discount
TBS: Stable Profits And Growth Prospects Will Sustain Fair Valuation
1users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
Costly Reformulations And Recalls Will Drag Performance
Key Takeaways Shifting consumer preferences and regulatory demands are pressuring the company's product mix, leading to increased costs and potential market share erosion. Operational setbacks, local market dependence, and fierce competition threaten profitability, stability, and growth prospects.Read more
AN
R280
3.6% overvalued intrinsic discount
Fair Value
Revenue
4.7% p.a.
Profit Margin
9.54%
Future PE
16.37x
Price in 2029
R439.95
TBS: Stable Profits And Growth Prospects Will Sustain Fair Valuation
Key Takeaways Streamlining management and rationalizing SKUs are expected to enhance revenue growth and improve net margins. Investments in technology and manufacturing aim to optimize costs and capture market share in Southern Africa.Read more
AN
R348
16.7% undervalued intrinsic discount
Fair Value
Revenue
5.23% p.a.
Profit Margin
9.62%
Future PE
19.88x
Price in 2029
R546.79
Urbanization And Health Trends Will Boost Packaged Foods Despite Risks
Key Takeaways Aggressive portfolio optimization, innovation, and cost-saving projects are expected to significantly enhance margins, returns, and growth beyond analyst projections. Strategic focus on health, wellness, and Africa's rising middle class positions Tiger Brands for sustained volume growth, premiumization, and capital redeployment into high-opportunity areas.Read more
AN
R428
32.2% undervalued intrinsic discount
Fair Value
Revenue
7.72% p.a.
Profit Margin
9.08%
Future PE
24.13x
Price in 2029
R672.49
Trending Discussion
Recently Updated Narratives
AN
TBS: Special Dividend And Stable Assumptions Will Shape A Steady Risk Balance
Fair Value: R280 3.6% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TBS: Special Dividend And Buybacks Will Support Improved Earnings Quality
Fair Value: R348 16.7% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TBS: Special Dividend And Buyback Will Support Rerated Earnings Multiple
Fair Value: R428 32.2% undervalued intrinsic discount
4 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
Solid track record with excellent balance sheet and pays a dividend.
3 Risks
1 Reward
Tiger Brands Limited Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Jun 01, 2026
- 27.19
- 31.32%
- 11.90%
- 0.06%
About TBS
- Founded
- 1921
- Employees
- 8721
- CEO
- WebsiteView website
Tiger Brands Limited engages in the manufacture and sale of fast-moving consumer goods in South Africa and internationally. It operates through Milling and Baking; Culinary; Snacks, Treats, and Beverages; and Home and Personal Care segments. The company offers wheat milling and baking; and culinary, Davita, and baby nutrition products. It operates under the Albany, All Gold, Black Cat, Crosse & Blackwell, DOOM, Energade, Fatti’s & Moni’s, Ingrams, Jungle Oats, KOO, Maynards, Mrs H.S Balls, Oros, PURITY, Tastic, and Benny brands. The company also exports its products to approximately 22 countries. Tiger Brands Limited was founded in 1921 and is based in Midrand, South Africa.
Recent TBS News & Updates
Does Tiger Brands (JSE:TBS) Deserve A Spot On Your Watchlist?
Apr 20
