0.00%
-4.91%
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0.80%
-5.97%
-21.50%
-18.71%
AI Spotlight on SAVE
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.
Market Data
| Last Price | 50.4 |
| Change Percentage | 0.00% |
| Open | 50.8 |
| Previous Close | 50.4 |
| Market Cap ( Millions) | 674 |
| Volume | 1128 |
| Year High | 55.2 |
| Year Low | 48.2 |
| M A 50 | 52.04 |
| M A 200 | 51.62 |
Financial Ratios
| FCF Yield | 30.63% |
| Dividend Yield | 2.78% |
| ROE | 6.30% |
| Debt / Equity | 83.87% |
| Net Debt / EBIDTA | 164.39% |
| Price To Book | 0.4 |
| Price Earnings Ratio | 6.54 |
| Price To FCF | 3.26 |
| Price To sales | 0.1 |
| EV / EBITDA | 3.33 |
News
- Nov -26 - Undiscovered Gems To Watch This November 2024
- Nov -05 - CORRECTION: Savencia Cheese USA Announces Voluntary Recall of Select Soft Ripened Cheeses
- Nov -02 - Savencia Cheese USA Announces Voluntary Recall of Select Soft Ripened Cheeses
- Oct -28 - Discovering France's Undiscovered Gems in October 2024
- Oct -24 - SAVENCIA: Activity at the end of September 2024
- Sep -27 - Unveiling France's Undiscovered Gems This September 2024
- Sep -26 - Three Undiscovered Gems In France With Promising Potential
- Sep -25 - 3 Hidden French Stocks With Strong Financial Foundations
- Sep -24 - Undiscovered Gems In France Featuring 3 Promising Small Caps
- Sep -19 - SAVENCIA: 2024 half-yearly results
- Aug -09 - Discovering France's Undiscovered Gems This August 2024
- Jul -26 - Exploring Sidetrade And Two Other Hidden Small Cap Treasures In France
- Jul -24 - Société Industrielle et Financière de l'Artois Société Anonyme And Two Other Undiscovered French Gems
- Apr -25 - Savencia : Activity of the 1st quarter 2024
- Mar -08 - SAVENCIA FROMAGE & DAIRY: 2023 annual financials- Erratum
- Feb -08 - SAVENCIA: 2023 annual sales
- Oct -19 - SAVENCIA: Activity at the end of September 2023
- Sep -14 - SAVENCIA: 2023 Half-yearly results
- May -23 - Alouette Debuts NEW Brie for Grilling Just in Time for Summer
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Cheese Products
Expected Growth : 1.8 %
What the company do ?
Savencia SA offers a range of artisanal cheese products, including soft-ripened, blue, and goat cheese, made with high-quality milk and traditional craftsmanship.
Why we expect these perspectives ?
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.
Segment n°2 -> Other Dairy Products
Expected Growth : 1.9 %
What the company do ?
Other Dairy Products from Savencia SA refers to a range of artisanal cheeses and dairy specialties, including soft cheeses, butter, and cream, offering unique flavors and textures.
Why we expect these perspectives ?
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.
Segment n°3 -> Other
Expected Growth : 2.1 %
What the company do ?
Other from Savencia SA refers to the company's non-dairy and specialty ingredients business, including plant-based cheese alternatives and nutritional products.
Why we expect these perspectives ?
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.
Savencia Sa Products
| Product Range | What is it ? |
|---|---|
| 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. |
Savencia SA's Porter Forces
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.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 41.86% |
| Debt Cost | 7.23% |
| Equity Weight | 58.14% |
| Equity Cost | 7.23% |
| WACC | 7.23% |
| Leverage | 72.01% |
Savencia SA : Quality Control
Savencia SA passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BELL.SW | Bell Food Group AG engages in the processing of meat and convenience products in Europe. Its products include meat, poultry, charcuterie, and seafood; and convenience products, such as salads, sandwiches, … |
| PFD.L | Premier Foods plc, together with its subsidiaries, manufactures and distributes branded and own label food products in the United Kingdom, other European countries, and internationally. The company operates through Grocery, … |
| AGR.VI | AGRANA Beteiligungs-Aktiengesellschaft operates as a processor of agricultural raw materials worldwide. The company operates through three segments: Fruit, Starch, and Sugar. The Fruit segment designs, produces, and sells fruit preparations … |
| BAKK.L | Bakkavor Group plc, together with its subsidiaries, prepares and markets fresh prepared foods in the United Kingdom, the United States, and China. It offers meals, pizzas and breads, desserts, salads, … |
| SCST.ST | Scandi Standard AB (publ) produces, markets, and sells chilled, frozen, and ready-made chicken products in Sweden, Norway, Ireland, Denmark, Finland, Germany, the United Kingdom, rest of Europe, and internationally. It … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Bakkavor
A-Score
1-Year Total Return ->
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Bell Food Group
A-Score
1-Year Total Return ->
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Savencia
A-Score
1-Year Total Return ->
4
Scandi Standard
A-Score
1-Year Total Return ->
5
AGRANA
A-Score
1-Year Total Return ->
6
