Professional
Added to YB: 2026-04-08
Pitch date: 2026-04-05
CLV.AX [neutral]
Clover Corporation Limited
+3.83%
current return
Author Info
Company Info
Clover Corporation Limited engages in the production, refining, and sale of natural oils and encapsulated powders in Australia, New Zealand, Asia, Europe, the Middle East, and the Americas.
Market Cap
AUD 123.7M
Pitch Price
AUD 1.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.28
P/E
14.00
EV/Sales
1.24
Sector
Chemicals
Category
growth
March 2026 Update - Clover Corporation Limited
CLV.AX (trimmed position): H1 rev $44.1M (+17% YoY), NPAT $4.2M (+43%), gross margin up to 36% from 30%. New products now 65% of rev (vs 40% 2yrs ago). Ecuador facility supplies 30% fish oil, targeting 50%. FY26 H2 rev guide $48-52M vs $48.4M prior yr. ARA sales boost from competitor recall. CholineXcel trials ongoing but needs capex/debt for manufacturing. Stock +28% for month, hitting $1.19 intraday; trimmed above $1.15 after doubling in 10mo as multiple rerated from 12x to ~20x. Key risk: Ecuador security issues threaten fish oil supply.
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