Added to YB: 2025-09-25
Pitch date: 2025-09-23
SAVE.PA [neutral]
Savencia SA
-9.35%
current return
Author Info
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Company Info
Savencia SA produces, distributes, and markets dairy and cheese products in France, the Rest of Europe, and internationally.
Market Cap
EUR 818.3M
Pitch Price
EUR 64.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.15
P/E
9.57
EV/Sales
0.23
Sector
Food Products
Category
special_situation
Savencia (SAVE France): resilient top line but profitability squeezed
SAVE.PA (quick overview): Flat revenue but organic growth beat on cheese/specialty ingredients strength; profitability squeezed by milk costs & FX headwinds. Exploring merger with Savencia Gourmet (Valrhona chocolate) to create premium foodservice leader by 2026. Mixed story: dairy ops pressured but strategic pivot could unlock growth in high-end segments.
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