Added to YB: 2025-09-24
Pitch date: 2025-09-22
BARN.SW [neutral]
Barry Callebaut AG
+12.41%
current return
Author Info
Patches AKF is an investor discussing global small and medium cap companies - ideally those with minimal coverage on the internet. Sign up for the newsletter.
Company Info
Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products.
Market Cap
CHF 5.8B
Pitch Price
CHF 1.1K
Price Target
N/A
Dividend
2.74%
EV/EBITDA
10.82
P/E
40.50
EV/Sales
0.91
Sector
Food Products
Category
value
Patches AKF | Portfolio Holdings - Valuation Analysis - Barry Callebaut AG
BARN.SW (update): Debt ballooned ~CHF3b due to cocoa price surge inflating inventory values. When cocoa prices decline, working capital will generate massive cash & reduce debt. Contract structure enables cost pass-through. Successfully passed EBIT costs, working on financing cost recovery. Quality biz with long-term chocolate volume growth prospects.
Read full article (1 min)