TBS Share Price Performance
R0
-280.00 (-100.00%)
Price R0
Fair ValueR280.00
Share Pricen/a
Tiger Brands Limited Stock Price
- 3 Narratives written by author
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- 23 Fair Values set on narratives written by author
TBS Community Narratives
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Fair Value R280 19.8% overvalued intrinsic discount
Costly Reformulations And Recalls Will Drag Performance
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Fair Value R350.75 4.3% undervalued intrinsic discount
TBS: Stable Profits And Growth Prospects Will Sustain Fair Valuation
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Fair Value R365 8.1% undervalued intrinsic discount
Urbanization And Health Trends Will Boost Packaged Foods Despite Risks
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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
65
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11users have followed this narrative
AN
R350.75
4.3% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.08% p.a.
Profit Margin
9.9%
Future PE
19.77x
Price in 2029
R557.3
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
19
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AN
R280
19.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
5.26% p.a.
Profit Margin
9.76%
Future PE
15.92x
Price in 2029
R444.89
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
13
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3users have followed this narrative
AN
R365
8.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
5.28% p.a.
Profit Margin
7.11%
Future PE
27.42x
Price in 2028
R573.58
Trending Discussion
Recently Updated Narratives
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TBS: Special Dividend And Buybacks Will Temper Uncertain Future Earnings Outlook
Fair Value: R350.75 4.3% undervalued intrinsic discount
11 followersusers have followed this narrative
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AN
TBS: Future Payouts And Buybacks Will Mask Earnings Quality Risk
Fair Value: R280 19.8% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Urbanization And Health Trends Will Boost Packaged Foods Despite Risks
Fair Value: R365 8.1% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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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
n/a
- 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.
