Professional
Added to YB: 2024-10-21
Pitch date: 2024-10-16
MDIA3.SA [bullish]
M. Dias Branco S.A. Indústria e Comércio de Alimentos
+1.58%
current return
Author Info
No bio for this author
Company Info
M. Dias Branco S.A. Indústria e Comércio de Alimentos engages in the manufacture, distribution, and sale of food products in Brazil.
Market Cap
BRL 8.4B
Pitch Price
BRL 24.02
Price Target
N/A
Dividend
0.96%
EV/EBITDA
5.82
P/E
8.95
EV/Sales
0.85
Sector
Food Products
Category
value
Palm Harbour Capital Portfolio Holding: M. Dias Branco S.A. Indústria e Comércio de Alimentos
MDIA3.SA: Brazil's cookie/cracker (31.8%) & pasta (28.9%) leader. 11.2% sales CAGR 2015-23, 38% gross/15.6% EBITDA margins. COVID/inflation hit margins, but normalizing. New mgmt improving efficiency, expanding in south/internationally. Trading at mid-high teens FCF yield, 7.5x EV/EBIT vs 15x pre-crisis. Net cash, room for M&A & dividends.
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