Professional
Added to YB: 2025-10-31
Pitch date: 2025-10-30
FCG.NZ [neutral]
Fonterra Co-operative Group Limited
+0.34%
current return
Author Info
No bio for this author
Company Info
Fonterra Co-operative Group Limited, together with its subsidiaries, collects, manufactures, and sells milk and milk-derived products.
Market Cap
NZD 9.5B
Pitch Price
NZD 5.93
Price Target
N/A
Dividend
9.66%
EV/EBITDA
5.96
P/E
9.44
EV/Sales
0.51
Sector
Food Products
Category
special_situation
Tactile Fund Portfolio Holding: Fonterra Co-operative Group Limited
FCG.NZ (holding update): NZ dairy co-op selling consumer biz to Lactalis for NZ$4.2B, enabling NZ$2.00/share tax-free distribution (24% of current price). Post-deal focuses on B2B segment, trading 12x 2026E earnings. World's largest dairy exporter w/ NZ$24B annual products via farmer-owned structure.
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