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1. Company Snapshot

1.a. Company Description

BayWa Aktiengesellschaft provides wholesale, retail, logistics, and support and consultancy services in Germany and internationally.The company's Renewable Energies segment plans, manages, and constructs wind farms and solar park.It is also involved in the power production activities.


Its Energy segment supplies heating oil, fuels, and lubricants, as well as wood pellets and heating solutions.This segment also offers solutions in electromobility, liquified natural gas, and digital mobility fields.The company's Cefetra Group segment trades in grains and oilseeds, starch products, rice and legumes, and organic products.


Its Global Produce segment sells dessert pome fruits for wholesalers and retailers in the food industry; and supplies organic pome fruits.It also collects, sorts, stores, packages, and provides services for fruit customers.The company's Agri Trade & Service segment collects, sells, and services value chain stages for farms, as well as supplies seeds, fertilizers, crop protection products, and feedstuffs to farmers.


Its Agricultural Equipment segment offers machinery, equipment, and systems for agriculture areas.It offers tractors, combine harvesters, versatile municipal vehicles, road sweeping vehicles, and mobile systems, as well as forklift trucks; wood splitting and chipping machinery, forest milling cutters and mulchers, cable winches, and road and path construction machinery; chainsaws and brush cutters; and maintenance and repair services for machinery and equipment.The company's Building Materials segment trades in building materials for construction companies, tradesmen, commercial enterprises, and municipalities, as well as private developers and homeowners.


Its Innovation & Digitalisation segment develops and markets NEXT Farming OFFICE and NEXT Farming LIVE software solutions; and offers analysis and advisory services, as well as hardware components.The company was founded in 1923 and is headquartered in Munich, Germany.

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1.b. Last Insights on BYW6

BayWa Aktiengesellschaft's recent performance was negatively driven by the sale of a significant stake in BayWa r.e. to EIP, a global energy investor. The capital increase resulted in EIP increasing its stake from 49% to 65%, potentially limiting BayWa's control and profitability in its renewable energy unit. Additionally, there are no recent earnings releases to consider. The stock buyback program announced in Q3 2023 is a positive factor, but its impact is short-term."

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.54%)

6. Segments

Renewable Energies

Expected Growth: 8%

BayWa's Renewable Energies segment growth is driven by increasing global demand for clean energy, declining renewable technology costs, and supportive government policies. Additionally, the company's diversified portfolio of wind and solar farms, as well as its strong project development pipeline, contribute to its growth momentum.

Cefetra Group

Expected Growth: 6%

Cefetra Group's 6% growth is driven by increasing demand for agricultural commodities, strategic expansion into emerging markets, and BayWa's strong distribution network. Additionally, investments in digitalization and sustainability initiatives have improved operational efficiency, further boosting growth.

Agri Trade & Service

Expected Growth: 5%

BayWa's Agri Trade & Service segment's 5% growth is driven by increasing global demand for agricultural products, expansion into emerging markets, and strategic acquisitions. Additionally, the company's focus on digitalization, sustainability, and logistics optimization enhances operational efficiency, further contributing to growth.

Energy

Expected Growth: 4%

BayWa's 4% growth in Energy segment is driven by increasing demand for renewable energy, expansion of solar and wind farms, and strategic acquisitions. Additionally, rising energy prices, government incentives for clean energy, and growing corporate demand for sustainable power solutions contribute to the segment's growth.

Agricultural Equipment

Expected Growth: 3%

BayWa's Agricultural Equipment segment growth is driven by increasing global demand for agricultural products, government subsidies for farm mechanization, and rising adoption of precision farming technologies. Additionally, the company's strong distribution network and strategic partnerships with leading manufacturers contribute to its growth.

Building Materials

Expected Growth: 2%

BayWa's Building Materials segment growth is driven by increasing demand for sustainable and energy-efficient construction, government incentives for green building, and strategic acquisitions expanding its product offerings and geographic reach.

Global Produce

Expected Growth: 9%

BayWa's Global Produce segment growth is driven by increasing demand for fresh produce, expansion into new markets, and strategic acquisitions. The company's focus on sustainability, digitalization, and logistics optimization also contribute to its growth. Additionally, BayWa's strong relationships with farmers and suppliers ensure a stable supply chain, further supporting its growth.

Other

Expected Growth: 1%

BayWa's 'Other' segment growth is driven by increasing demand for renewable energy solutions, expansion of its digital farming business, and strategic acquisitions in the agricultural sector, resulting in a diversified revenue stream and enhanced profitability.

Innovation & Digitalisation

Expected Growth: 10%

BayWa's 10% growth in Innovation & Digitalisation is driven by increasing adoption of precision farming, expansion of digital marketplaces for agricultural products, and investments in renewable energy solutions. Additionally, the company's focus on digital transformation, including the development of data analytics and IoT solutions, is expected to further boost growth in this segment.

7. Detailed Products

Renewable Energy

BayWa r.e. is a leading global developer, service provider and wholesaler of renewable energy solutions, including solar, wind, and bioenergy.

Agriculture

BayWa AG provides a wide range of agricultural products and services, including seeds, fertilizers, and crop protection products.

Building Materials

BayWa AG offers a comprehensive range of building materials, including lumber, roofing, and insulation products.

Energy and Heating

BayWa AG provides energy and heating solutions, including heating systems, fuel, and energy efficiency services.

Trade and Service

BayWa AG offers a range of trade and service solutions, including logistics, transportation, and technical services.

8. BayWa Aktiengesellschaft's Porter Forces

Forces Ranking

Threat Of Substitutes

BayWa Aktiengesellschaft operates in the renewable energy and agriculture sectors, which have limited substitutes. However, the company's reliance on fossil fuels and traditional agriculture practices may face substitutes from sustainable alternatives.

Bargaining Power Of Customers

BayWa Aktiengesellschaft's customers are largely businesses and governments, which have limited bargaining power. The company's diversified customer base and long-term contracts also reduce customer bargaining power.

Bargaining Power Of Suppliers

BayWa Aktiengesellschaft's suppliers are largely commodity providers, which have some bargaining power. However, the company's scale and diversified supply chain reduce supplier bargaining power.

Threat Of New Entrants

BayWa Aktiengesellschaft operates in capital-intensive industries with high barriers to entry. The company's established brand and regulatory requirements also limit the threat of new entrants.

Intensity Of Rivalry

BayWa Aktiengesellschaft operates in highly competitive industries with many established players. The company's diversified business segments and global presence increase the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 88.09%
Debt Cost 3.95%
Equity Weight 11.91%
Equity Cost 6.77%
WACC 4.28%
Leverage 739.95%

11. Quality Control: BayWa Aktiengesellschaft passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Nolato

A-Score: 5.4/10

Value: 3.7

Growth: 4.3

Quality: 5.7

Yield: 6.9

Momentum: 7.0

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
Arendals Fossekompani

A-Score: 5.1/10

Value: 5.4

Growth: 4.8

Quality: 7.5

Yield: 6.9

Momentum: 1.5

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Volati

A-Score: 4.8/10

Value: 4.0

Growth: 6.3

Quality: 4.1

Yield: 5.6

Momentum: 5.0

Volatility: 3.7

1-Year Total Return ->

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Stock-Card
Metall Zug

A-Score: 4.5/10

Value: 8.6

Growth: 1.6

Quality: 4.2

Yield: 3.8

Momentum: 1.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
Bergman & Beving

A-Score: 4.1/10

Value: 4.8

Growth: 3.3

Quality: 3.8

Yield: 2.5

Momentum: 5.0

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
BayWa

A-Score: 3.7/10

Value: 10.0

Growth: 4.3

Quality: 5.4

Yield: 1.2

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.52$

Current Price

2.52$

Potential

-0.00%

Expected Cash-Flows