Bega Cheese Framtida tillväxt

Future kriterier kontrolleras 3/6

Bega Cheese förväntas öka intäkter och intäkter med 23.4% respektive 3.7% per år. EPS förväntas tillväxt med 23.5% per år. Avkastningen på eget kapital förväntas bli 8.1% om 3 år.

Viktig information

23.4%

Tillväxttakt i vinsten

23.5%

Tillväxttakt för EPS

Food vinsttillväxt	15.1%
Intäkternas tillväxttakt	3.7%
Framtida avkastning på eget kapital	8.1%
Bevakning av analytiker	Good
Senast uppdaterad	25 Feb 2025

Senaste uppdateringarna om framtida tillväxt

Bega Cheese Limited (ASX:BGA) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$5.60

Feb 22

Recent updates

Bega Cheese's (ASX:BGA) Solid Profits Have Weak Fundamentals

Feb 27

Bega Cheese Limited (ASX:BGA) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$5.60

Feb 22

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Dec 23

Revenues Not Telling The Story For Bega Cheese Limited (ASX:BGA) After Shares Rise 26%

Sep 27

Is Bega Cheese Limited (ASX:BGA) Trading At A 43% Discount?

Jun 03

Bega Cheese Limited (ASX:BGA) Shares Could Be 27% Below Their Intrinsic Value Estimate

Jan 22

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Oct 13

Bega Cheese Limited's (ASX:BGA) Intrinsic Value Is Potentially 30% Above Its Share Price

Mar 15

Analysts Are Betting On Bega Cheese Limited (ASX:BGA) With A Big Upgrade This Week

Feb 25

Why Bega Cheese's (ASX:BGA) CEO Pay Matters

Feb 15

Does Bega Cheese Limited's (ASX:BGA) Weak Fundamentals Mean That The Market Could Correct Its Share Price?

Feb 03

An Intrinsic Calculation For Bega Cheese Limited (ASX:BGA) Suggests It's 24% Undervalued

Jan 22

We Wouldn't Rely On Bega Cheese's (ASX:BGA) Statutory Earnings As A Guide

Jan 10

Three Things You Should Check Before Buying Bega Cheese Limited (ASX:BGA) For Its Dividend

Dec 29

Here's Why Bega Cheese (ASX:BGA) Has A Meaningful Debt Burden

Dec 17

Should Bega Cheese (ASX:BGA) Be Disappointed With Their 48% Profit?

Dec 06

What Kind Of Shareholders Hold The Majority In Bega Cheese Limited's (ASX:BGA) Shares?

Nov 25

Prognoser för vinst- och omsättningstillväxt

ASX:BGA - Analytikernas framtida uppskattningar och tidigare finansiella data (AUD Millions )
Datum	Intäkter	Intäkter	Fritt kassaflöde	Kassaflöde från rörelsen	Genomsnittligt Antal analytiker
6/30/2027	3,888	82	73	169	9
6/30/2026	3,755	68	61	154	10
6/30/2025	3,636	51	29	95	10
12/29/2024	3,576	34	68	126	N/A
9/29/2024	3,549	32	67	130	N/A
6/30/2024	3,522	31	67	134	N/A
3/31/2024	3,475	-90	-2	75	N/A
12/24/2023	3,429	-211	-71	16	N/A
9/24/2023	3,402	-220	-65	12	N/A
6/30/2023	3,376	-230	-60	8	N/A
3/31/2023	3,277	-113	-2	64	N/A
12/25/2022	3,178	4	55	119	N/A
9/25/2022	3,094	14	71	139	N/A
6/30/2022	3,010	24	86	158	N/A
3/31/2022	2,941	54	84	146	N/A
12/26/2021	2,873	84	82	133	N/A
9/26/2021	2,473	81	80	122	N/A
6/30/2021	2,073	78	79	111	N/A
3/31/2021	1,767	56	75	109	N/A
12/27/2020	1,460	34	71	107	N/A
9/27/2020	1,476	28	76	122	N/A
6/30/2020	1,493	21	81	138	N/A
3/31/2020	1,503	15	139	202	N/A
12/29/2019	1,512	8	198	267	N/A
9/29/2019	1,466	6	118	183	N/A
6/30/2019	1,420	4	38	100	N/A
3/31/2019	1,354	9	-44	13	N/A
12/30/2018	1,288	13	-126	-75	N/A
9/30/2018	1,270	21	N/A	-8	N/A
6/30/2018	1,252	29	N/A	59	N/A
3/31/2018	1,236	86	N/A	63	N/A
12/31/2017	1,219	144	N/A	67	N/A
9/30/2017	1,223	141	N/A	68	N/A
6/30/2017	1,227	139	N/A	70	N/A
3/31/2017	1,241	84	N/A	66	N/A
12/25/2016	1,256	30	N/A	62	N/A
9/25/2016	1,226	29	N/A	60	N/A
6/30/2016	1,196	29	N/A	59	N/A
3/31/2016	1,159	25	N/A	49	N/A
12/27/2015	1,122	21	N/A	39	N/A
9/27/2015	1,117	17	N/A	11	N/A
6/30/2015	1,113	12	N/A	-17	N/A
3/31/2015	1,112	33	N/A	-17	N/A
12/28/2014	1,111	53	N/A	-16	N/A
9/28/2014	1,090	60	N/A	12	N/A
6/30/2014	1,069	66	N/A	40	N/A
3/31/2014	1,047	47	N/A	53	N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: BGA s prognostiserade vinsttillväxt ( 23.4% per år) är över sparkvoten ( 2.7% ).

Resultat vs marknad: BGA s intäkter ( 23.4% per år) förväntas växa snabbare än marknaden för Australian ( 11.9% per år).

Höga tillväxtresultat: BGA s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: BGA s intäkter ( 3.7% per år) förväntas växa långsammare än marknaden för Australian ( 5.8% per år).

Hög tillväxtintäkter: BGA s intäkter ( 3.7% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: BGA s avkastning på eget kapital förväntas bli låg om 3 år ( 8.1 %).

Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2025/03/05 19:20
Aktiekurs vid dagens slut	2025/03/05 00:00
Intäkter	2024/12/29
Årlig intjäning	2024/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om den analysmodell som används för att generera denna rapport finns på vår Github-sida, vi har också guider om hur man använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Bega Cheese Limited bevakas av 18 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
Josh Kannourakis	Barrenjoey Markets Pty Limited
Jonathan Snape	Bell Potter
Mitchell Hawker	BofA Global Research

Bega Cheese Framtida tillväxt

Future kriterier kontrolleras 3/6

Viktig information

Senaste uppdateringarna om framtida tillväxt

Bega Cheese Limited (ASX:BGA) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$5.60

Price target increased by 12% to AU$5.51

Price target increased by 10% to AU$4.54

Price target increased by 7.4% to AU$3.67

Consensus EPS estimates fall from profit to AU$0.63 loss

Price target decreased by 7.3% to AU$3.44

Recent updates

Bega Cheese's (ASX:BGA) Solid Profits Have Weak Fundamentals

Bega Cheese Limited Announces the Appointment of Janette Kendall as a Director

Bega Cheese Limited (ASX:BGA) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$5.60

First half dividend increased to AU$0.06

Price target increased by 12% to AU$5.51

First half 2025 earnings released: EPS: AU$0.099 (vs AU$0.087 in 1H 2024)

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Revenues Not Telling The Story For Bega Cheese Limited (ASX:BGA) After Shares Rise 26%

Bega Cheese Limited, Annual General Meeting, Oct 30, 2024

Non-Executive Director recently sold AU$179k worth of stock

Investor sentiment improves as stock rises 20%

Final dividend of AU$0.04 announced

New minor risk - Earnings quality

Price target increased by 10% to AU$4.54

Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Now 20% undervalued

Is Bega Cheese Limited (ASX:BGA) Trading At A 43% Discount?

Non-Executive Director recently sold AU$209k worth of stock

First half dividend of AU$0.04 announced

First half 2024 earnings: EPS and revenues exceed analyst expectations

Price target increased by 7.4% to AU$3.67

Bega Cheese Limited (ASX:BGA) Shares Could Be 27% Below Their Intrinsic Value Estimate

Bega Cheese Limited (ASX:BGA) completed the acquisition of Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) and The Van Diemen's Land Company.

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Insufficient new directors

Bega Cheese Limited, Annual General Meeting, Oct 24, 2023

Bega Cheese Limited (ASX:BGA) entered into an agreement to acquire Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) for AUD 11 million.

Bega Cheese Limited Declares Final Fully Franked Dividend, Payable on 21 September 2023

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus EPS estimates fall from profit to AU$0.63 loss

Charter Hall Group (ASX:CHC) agreed to acquire 1 Vegemite Way, Port Melbourne site of Bega Group from Bega Cheese Limited (ASX:BGA) for approximately AUD 120 million.

Charter Hall Group (ASX:CHC) agreed to acquire 1 Vegemite Way, Port Melbourne site of Bega Group from Bega Cheese Limited (ASX:BGA) for approximately AUD 120 million.

Price target decreased by 7.3% to AU$3.44

Now 20% undervalued

Now 21% undervalued

Bega Cheese Limited's (ASX:BGA) Intrinsic Value Is Potentially 30% Above Its Share Price

Now 23% undervalued after recent price drop

Consensus EPS estimates fall by 39%, revenue upgraded

First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.093 in 1H 2022)

Bega Group Announces CEO Changes

Bega Cheese Limited Announces CEO Changes

Bega Cheese Limited Names Gunther Burghardt as Chief Financial Officer

Bega Cheese Limited, Annual General Meeting, Oct 26, 2022

Bega Cheese Limited Declares Fully Franked Ordinary Distribution for the Six Months Ended June 30, 2022, Payable on September 23, 2022

Does Bega Cheese (ASX:BGA) Have A Healthy Balance Sheet?

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Insider recently bought AU$15m worth of stock

Price target decreased to AU$4.91

Bega Cheese Appoints Pete Findlay as Chief Operating Officer

Now 22% undervalued after recent price drop

Insider recently bought AU$15m worth of stock

Consensus forecasts updated

Insider recently bought AU$35m worth of stock

Consensus EPS estimates fall by 18%

Bega Cheese's (ASX:BGA) Upcoming Dividend Will Be Larger Than Last Year's

First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Bega Cheese Limited Announces Fully Franked Dividend for Six Months Ended December 26, 2021, Payable on March 24, 2022

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Now 21% undervalued after recent price drop

With EPS Growth And More, Bega Cheese (ASX:BGA) Is Interesting

Consensus forecasts updated

Now 20% undervalued after recent price drop

Insider recently bought AU$108m worth of stock

Estimating The Fair Value Of Bega Cheese Limited (ASX:BGA)

Non-Executive Director recently bought AU$55k worth of stock

Full year 2021 earnings released: EPS AU$0.27 (vs AU$0.099 in FY 2020)

Consensus forecasts updated

Is Bega Cheese (ASX:BGA) A Risky Investment?

Is Bega Cheese Limited (ASX:BGA) Trading At A 27% Discount?