Added to YB: 2026-07-21
Pitch date: 2026-07-17
NLM.F [bullish]
FRoSTA Aktiengesellschaft
+2%
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, the rest of Europe, and internationally.
Market Cap
EUR 691.0M
Pitch Price
EUR 100.00
Price Target
N/A
Dividend
2.36%
EV/EBITDA
8.32
P/E
N/A
EV/Sales
0.86
Sector
Food Products
Category
growth
Quick Updates: Frosta 6M 2026
NLM.F (added to position): German frozen food champion. 6M 2026 volumes +11.7% vs mkt +3%, Frosta brand +25% accelerating on new High Protein & a la carte lines. FY outlook: 13% sales growth, 6.5% net margin, ~€50M profit/€7.35 EPS. Ex ~€10 net cash/shr = 13x P/E. Upped stake 3.2%→4.5%, buying sub-€100.
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