TBS Share Price Performance
R294.77
27.48 (10.28%)
5.3% overvalued intrinsic discount
R280.00
Fair Value
Price R294.77
AnalystLowTarget R280.00
AnalystHighTarget R428.00
AnalystConsensusTarget R350.75
Fair ValueR280.00
Share Pricen/a
Tiger Brands Limited Stock Price
- 3 Narratives written by author
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- 24 Fair Values set on narratives written by author
TBS Community Narratives
AN
Fair Value R280 5.3% overvalued intrinsic discount
Costly Reformulations And Recalls Will Drag Performance
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Fair Value R428 31.1% undervalued intrinsic discount
Urbanization And Health Trends Will Boost Packaged Foods Despite Risks
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Fair Value R350.75 16.0% undervalued intrinsic discount
TBS: Stable Profits And Growth Prospects Will Sustain Fair Valuation
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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
35
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AN
R280
5.3% overvalued intrinsic discount
Fair Value
Revenue
4.53% p.a.
Profit Margin
9.91%
Future PE
15.84x
Price in 2029
R439.95
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
28
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AN
R428
31.1% undervalued intrinsic discount
Fair Value
Revenue
7.72% p.a.
Profit Margin
9.08%
Future PE
24.13x
Price in 2029
R672.49
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
72
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AN
R350.75
16.0% undervalued intrinsic discount
Fair Value
Revenue
5.08% p.a.
Profit Margin
9.9%
Future PE
19.77x
Price in 2029
R557.3
Trending Discussion
Recently Updated Narratives
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TBS: Pending Special Dividend Will Highlight Limited Change In Underlying Earnings Risk
Fair Value: R280 5.3% overvalued intrinsic discount
1 followerusers have followed this narrative
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AN
TBS: Special Dividend And Buyback Will Support Rerated Earnings Multiple
Fair Value: R428 31.1% undervalued intrinsic discount
3 followersusers have followed this narrative
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AN
TBS: Special Dividend And Buybacks Will Temper Uncertain Future Earnings Outlook
Fair Value: R350.75 16.0% undervalued intrinsic discount
11 followersusers have followed this narrative
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Snowflake Analysis
Solid track record with excellent balance sheet and pays a dividend.
4 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.