Added to YB: 2026-01-06
Pitch date: 2025-12-29
TFF.PA [neutral]
TFF Group
+6.32%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
TFF Group, together with its subsidiaries, engages in the wine and spirits ageing in the United States, Europe, France, Asia, and internationally.
Market Cap
EUR 415.2M
Pitch Price
EUR 17.40
Price Target
N/A
Dividend
2.61%
EV/EBITDA
9.53
P/E
13.51
EV/Sales
1.79
Sector
Containers and Packaging
Category
N/A
My 23 Investments for 2026 - Watch: TFF Group
TFF.PA (watch): World leading family-owned oak barrel manufacturer. 15yr holding, grew well on Asian demand for aged French wines + whisky barrels + acquisitions. Built US bourbon capacity from scratch requiring heavy capex. Now vulnerable to continued wine/whisky market slump w/ high leverage from US buildout.
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