Professional
Added to YB: 2025-10-23
Pitch date: 2025-10-20
AFN.TO [bullish]
Ag Growth International Inc.
-36.44%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
Ag Growth International Inc., together with its subsidiaries, manufactures and distributes equipment for bulk agriculture commodities worldwide.
Market Cap
CAD 643.9M
Pitch Price
CAD 34.41
Price Target
N/A
Dividend
1.75%
EV/EBITDA
7.92
P/E
-93.74
EV/Sales
1.13
Sector
Machinery
Category
turnaround
White Falcon Capital New Position: Ag Growth International Inc.
AFN.TO (new position): Dominant grain handling/storage equipment supplier at 6.5x 2025E EBITDA, 9x 2025E EPS. Farmers delaying equipment purchases due to lower corn/soybean/wheat prices, but cycle expected to reverse. New mgmt focusing on international growth, operational efficiency, debt reduction & high ROIC opportunities.
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