Added to YB: 2024-10-16
Pitch date: 2024-10-15
CMRY.JK [neutral]
PT Cisarua Mountain Dairy Tbk
+9.18%
current return
Author Info
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Company Info
PT Cisarua Mountain Dairy Tbk produces and sells dairy and consumer products in Indonesia. The company offers milk, yogurt, sausages, meatballs, nuggets, and seafood products, as well as egg-based products primarily under the Cimory, Kanzler, and Besto brands.
Market Cap
IDR 42.5T
Pitch Price
IDR 5.2K
Price Target
N/A
Dividend
1.31%
EV/EBITDA
23.10
P/E
31.90
EV/Sales
4.78
Sector
Food Products
Category
growth
PT Cisarua Mountain Dairy (CMRY): Rising Star in Indonesia’s growing Dairy Market
CMRY.JK (limited margin of safety): Leading Indonesian dairy co. 53% 5yr rev CAGR, 84% profit CAGR. Premium positioning, strong margins. Extensive distribution network, 5000+ direct agents. Challenges: commodity exposure, infrastructure dependency. Trading at 34x P/E. 18% FCF growth needed to justify price. Limited margin of safety at current levels.
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