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1. Company Snapshot

1.a. Company Description

Savencia SA produces dairy products in France and internationally.It offers cheese; butters and creams for the retail market and catering professionals; and dairy ingredients for the food, nutrition, and healthcare industries.The company was formerly known as Bongrain SA and changed its name to Savencia SA in April 2015.


Savencia SA was founded in 1956 and is based in Viroflay, France.

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1.b. Last Insights on SAVE

Recent news surrounding Savencia SA includes a 1.3% sales growth in the first nine months of 2024, driven by organic growth in its Cheese Products and Others Dairy Products segments. However, the company's recall of select soft ripened cheeses due to potential Listeria monocytogenes contamination may have a negative impact on its sales and reputation. This recall, announced on November 2, 2024, may lead to a decline in consumer confidence and potentially affect the company's sales in the short term.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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SAVENCIA: Activity at the end of September 2025

Oct -23

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Savencia: 2025 half-yearly results

Sep -18

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Exploring 3 Undiscovered Gems in Europe's Stock Market

Sep -16

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LVMH: Share transactions disclosure

Sep -09

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Cointreau Launches First-Ever Ready-To-Serve Range – Introducing Cointreau Citrus Spritz

Sep -09

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What Does the Steep 20% Drop Mean for Rémy Cointreau’s 2025 Outlook?

Sep -09

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Société Foncière Lyonnaise (ENXTPA:FLY): Assessing Valuation After a Year of Solid Share Price Gains

Sep -09

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Minor Hotels Europe & Americas (BME:NHH): Exploring Valuation After Steady Share Performance

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.84%)

6. Segments

Cheese Products

Expected Growth: 1.8%

Savencia SA's 1.8% growth in Cheese Products is driven by increasing demand for premium and specialty cheeses, particularly in the EU and US markets. Expanding distribution channels, innovative product launches, and strategic partnerships also contribute to growth. Furthermore, the company's focus on sustainability and quality resonates with environmentally conscious consumers, supporting sales.

Other Dairy Products

Expected Growth: 1.9%

Savencia SA's Other Dairy Products segment growth of 1.9% is driven by increasing demand for specialty cheeses, expanding distribution channels, and strategic partnerships. Additionally, the company's focus on innovation, quality, and sustainability resonates with consumers, contributing to the segment's growth.

Other

Expected Growth: 2.1%

Savencia SA's 2.1% growth in the 'Other' segment is driven by increasing demand for specialty cheese and dairy products, particularly in the foodservice and export channels. Additionally, the company's focus on innovation, quality, and sustainability resonates with consumers, contributing to the segment's growth.

7. Detailed Products

Specialty Cheeses

Savencia SA offers a wide range of specialty cheeses, including soft-ripened, blue-veined, and washed-rind cheeses, perfect for snacking, cooking, or serving as a table cheese.

Dairy Ingredients

Savencia SA provides a variety of dairy ingredients, including milk powders, whey powders, and lactose, suitable for use in infant nutrition, sports nutrition, and food manufacturing applications.

Butter and Spreads

Savencia SA offers a range of butters and spreads, including salted and unsalted butters, as well as flavored and sweet spreads, perfect for baking, cooking, or spreading on bread.

Cream and Milk

Savencia SA provides a variety of creams and milks, including heavy cream, whipping cream, and whole milk, suitable for use in cooking, baking, and food manufacturing.

Yogurt and Desserts

Savencia SA offers a range of yogurts and desserts, including individual cups, tubes, and bulk packaging, perfect for snacking, desserts, or as an ingredient in recipes.

8. Savencia SA's Porter Forces

Forces Ranking

Threat Of Substitutes

Savencia SA operates in the dairy industry, where substitutes are available, but they are not a significant threat. The company's products are differentiated, and customers are loyal to the brand.

Bargaining Power Of Customers

Savencia SA's customers are primarily retailers and wholesalers, who do not have significant bargaining power. The company has a strong brand presence, and customers are loyal to the brand.

Bargaining Power Of Suppliers

Savencia SA's suppliers are primarily dairy farmers and other raw material providers. While they have some bargaining power, the company has a diversified supply chain, which reduces dependence on individual suppliers.

Threat Of New Entrants

The dairy industry has high barriers to entry, including significant capital requirements and regulatory hurdles. New entrants would face significant challenges in competing with established players like Savencia SA.

Intensity Of Rivalry

The dairy industry is highly competitive, with several established players competing for market share. Savencia SA faces intense competition from rivals, which can lead to pricing pressures and reduced margins.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 41.86%
Debt Cost 7.23%
Equity Weight 58.14%
Equity Cost 7.23%
WACC 7.23%
Leverage 72.01%

11. Quality Control: Savencia SA 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

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Value: 8.8

Growth: 6.2

Quality: 2.7

Yield: 5.0

Momentum: 7.5

Volatility: 9.0

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Quality: 6.6

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Quality: 3.8

Yield: 6.9

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A-Score: 5.3/10

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Yield: 3.8

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A-Score: 5.1/10

Value: 6.5

Growth: 4.0

Quality: 3.3

Yield: 5.0

Momentum: 2.0

Volatility: 10.0

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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

58.0$

Current Price

58$

Potential

-0.00%

Expected Cash-Flows