Added to YB: 2026-02-11
Pitch date: 2026-02-10
NLM.F [bullish]
FRoSTA Aktiengesellschaft
-2.63%
current return
Author Info
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Company Info
FRoSTA Aktiengesellschaft, together with its subsidiaries, develops, produces, and markets frozen food products in Germany, Poland, Austria, Italy, and Eastern Europe.
Market Cap
EUR 662.2M
Pitch Price
EUR 98.80
Price Target
128.50 (+34%)
Dividend
2.47%
EV/EBITDA
7.18
P/E
N/A
EV/Sales
0.87
Sector
Food Products
Category
value
Frosta AG - Defining their own Category the Hard Way
NLM.F: German family-owned frozen food co w/ unique 20yr 'additive-free' moat vs competitors like Nomad. Frosta brand growing mid-teens annually, expanding in neighboring countries. 12x 2025 P/E ex-cash vs peers at 17-20x. €128.5 target (+34% upside). Risks: energy costs, raw material prices, succession. Strong ROC, net cash position.
Read full article (11 min)