Added to YB: 2026-02-11
Pitch date: 2025-11-20
FRAGUAB.MX [bullish]
Corporativo Fragua, S.A.B. de C.V.
+0.04%
current return
Author Info
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Company Info
Corporativo Fragua, S.A.B. de C.V., together with its subsidiaries, operates pharmacy stores under the Superfarmacia name in Mexico.
Market Cap
MXN 49.7B
Pitch Price
MXN 539.50
Price Target
1.4K (+165%)
Dividend
2.76%
EV/EBITDA
5.09
P/E
10.73
EV/Sales
0.38
Sector
Consumer Staples Distribution and Retail
Category
value
Corporativo Fragua, S.A.B. de C.V. - $FRAGUAB.MX
FRAGUAB.MX: Mexico's #2 pharmacy chain at 4.6x EV/EBITDA (64% below global peers) despite 7.5% SSS, mid-teens ROIC, net cash balance sheet. Proprietary logistics moat proved resilient during gov't supply chaos. Digital rollout 1H26 catalyst. Bull case 8x on MXN 10.8bn 2026E EBITDA = 140-170% upside
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