-1.29%
0.00%
-0.65%
-0.97%
12.55%
13.07%
26.87%
AI Spotlight on VIS
Company Description
Viscofan, S.A., together with its subsidiaries, manufactures and distributes artificial casings primarily for use in the meat and other industry worldwide.The company offers cellulose casings for cooked, smoked, or unsmoked sausages; collagen casings for processed, fresh, and pre-cooked fried sausages or dry-cured snacks; fibrous casings for sliced goods, such as mortadella or salamis; and other plastic casings and packing solutions.The company offers its cellulosic wraps under the Viscofan brands; collagen casings under the Colfan, NDX, Viscofan Natur, Edicurve, Eficook, and Efidry brands; fibrous casings under the Securex, Zip, PSX, and Titanium brands; casings, films, bags, and other plastic products under the Viscofan Smoke, Betan, Tripan, V-4000 brands; functional solutions under the Vispice, Roast-E, Smoke-E, and Edileaf brands; and vegetable casings under the Viscofan Veggie brand.
It also manufactures interleaver films; leases industrial machinery; and generates and sells electricity through its cogeneration plants.The company was formerly known as Viscofan, Industria Navarra de Envolturas Celulósicas, S.A. and changed its name to Viscofan, S.A. in June 2002.Viscofan, S.A. was incorporated in 1975 and is headquartered in Tajonar, Spain.
Market Data
| Last Price | 61 |
| Change Percentage | -1.29% |
| Open | 61.8 |
| Previous Close | 61.8 |
| Market Cap ( Millions) | 2786 |
| Volume | 14262 |
| Year High | 64.4 |
| Year Low | 51.7 |
| M A 50 | 60.63 |
| M A 200 | 60.94 |
Financial Ratios
| FCF Yield | 0.00% |
| Dividend Yield | 4.97% |
| ROE | 15.57% |
| Debt / Equity | 22.70% |
| Net Debt / EBIDTA | 53.11% |
| Price To Book | 2.99 |
| Price Earnings Ratio | 19.02 |
| Price To FCF | 0 |
| Price To sales | 2.33 |
| EV / EBITDA | 10.54 |
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Casings
Expected Growth : 3.5 %
What the company do ?
Casings from Viscofan, S.A. are edible, cellulose or collagen-based natural casings used for stuffing and linking sausages, providing a natural, tender, and consistent texture.
Why we expect these perspectives ?
Viscofan's casings segment growth of 3.5% is driven by increasing demand for processed meat products, expansion into emerging markets, and investments in R&D to develop innovative and sustainable casing solutions. Additionally, the company's strong relationships with key customers and its ability to adapt to changing consumer preferences contribute to its growth momentum.
Segment n°2 -> Food and Well-being
Expected Growth : 3.8 %
What the company do ?
Food and Well-being from Viscofan, S.A. offers a range of healthy and sustainable food products, promoting well-being and a balanced lifestyle.
Why we expect these perspectives ?
Viscofan's Food and Well-being segment growth of 3.8% is driven by increasing demand for healthy and sustainable food products, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovation, quality, and customer satisfaction has led to market share gains and premium pricing, contributing to the segment's growth.
Segment n°3 -> Energy
Expected Growth : 4.2 %
What the company do ?
Viscofan, S.A. is a Spanish multinational company that produces and sells collagen casings for the meat industry, generating energy from biomass and biogas.
Why we expect these perspectives ?
Viscofan's 4.2% energy growth is driven by increasing demand for sustainable and eco-friendly products, expansion into emerging markets, and strategic investments in renewable energy sources. Additionally, the company's focus on energy efficiency and cost reduction initiatives has contributed to the growth.
Viscofan, S.A. Products
| Product Range | What is it ? |
|---|---|
| Casings | Viscofan, S.A. offers a wide range of casings for the meat industry, including natural, synthetic, and cellulose casings for sausages, hams, and other meat products. |
| Collagen Casings | Viscofan's collagen casings are made from animal collagen and are used for a variety of meat products, including sausages, hams, and deli meats. |
| Cellulose Casings | Viscofan's cellulose casings are made from plant-based materials and are used for a variety of meat products, including sausages, hams, and deli meats. |
| Synthetic Casings | Viscofan's synthetic casings are made from plastic materials and are used for a variety of meat products, including sausages, hams, and deli meats. |
| Film and Packaging | Viscofan offers a range of films and packaging solutions for the meat industry, including vacuum packaging, modified atmosphere packaging, and shrink bags. |
Viscofan, S.A.'s Porter Forces
Threat Of Substitutes
Viscofan, S.A. operates in the food industry, where substitutes are available, but the company's strong brand recognition and high-quality products reduce the threat of substitutes.
Bargaining Power Of Customers
Viscofan, S.A. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong relationships with its customers and its ability to adapt to their needs further reduce this threat.
Bargaining Power Of Suppliers
Viscofan, S.A. relies on a few key suppliers for its raw materials, which gives them some bargaining power. However, the company's long-term relationships with its suppliers and its ability to negotiate prices mitigate this threat.
Threat Of New Entrants
The food industry has high barriers to entry, including significant capital requirements and regulatory hurdles. Additionally, Viscofan, S.A.'s strong brand recognition and established distribution networks make it difficult for new entrants to compete.
Intensity Of Rivalry
The food industry is highly competitive, with many established players competing for market share. Viscofan, S.A. faces intense competition from other manufacturers of casings and meat products, which puts pressure on prices and margins.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 16.55% |
| Debt Cost | 4.35% |
| Equity Weight | 83.45% |
| Equity Cost | 5.12% |
| WACC | 5.00% |
| Leverage | 19.83% |
Viscofan, S.A. : Quality Control
Viscofan, S.A. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| VID.MC | Vidrala, S.A., a consumer packaging company, manufactures and sells glass containers for food and beverage products in Spain, the United Kingdom, Ireland, France, Italy, Portugal, and internationally. The company provides … |
| SK3.IR | Smurfit Kappa Group plc, together with its subsidiaries, manufactures, distributes, and sells paper-based packaging products. It operates through two segments, Europe and the Americas. The company offers consumer, retail, industrial, … |
| HUH1V.HE | Huhtamäki Oyj manufactures and sells packaging products in the United States, Germany, India, the United Kingdom, Australia, Thailand, China, South Africa, Russia, the United Arab Emirates, Findland, and internationally. It … |
| AMCR | Amcor plc develops, produces, and sells packaging products in Europe, North America, Latin America, Africa, and the Asia Pacific regions. The company operates through two segments, Flexibles and Rigid Packaging. … |
| VRLA.PA | Verallia Société Anonyme produces and sells glass packaging products for beverages and food industry worldwide. It provides bottles and jars for still and sparkling wines, spirits, food products, beers, soft … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Viscofan
A-Score
1-Year Total Return ->
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Amcor
A-Score
1-Year Total Return ->
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Vidrala
A-Score
1-Year Total Return ->
4
Huhtamaki
A-Score
1-Year Total Return ->
5
Verallia
A-Score
1-Year Total Return ->
6
