Added to YB: 2025-04-23
Pitch date: 2025-04-22
SAVE.PA [bullish]
Savencia SA
Author Info
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Company Info
Savencia SA produces, distributes, and markets dairy and cheese products in France, rest of Europe, and internationally.
Market Cap
EUR 797.1M
Pitch Price
N/A
Price Target
N/A
Dividend
2.35%
Sector
Food Products
Category
value
Show full summary:
2025 Q1 Portfolio Review - New Position: Savencia SA
SAVE.PA new position: Global dairy company, top 5 cheese producer worldwide with iconic brands. Family-controlled for 70yrs. Stable, recovering margins post-inflation. Diversified: 30% France, 40% Europe, 30% global. Doubled size & tripled earnings since 2018 thesis, yet trades at historical low valuations.
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