Added to YB: 2025-03-07
Pitch date: 2025-03-06
OLVAS.HE [bullish]
Olvi Oyj
-10.16%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Olvi Oyj, a beverage company, manufactures and sells alcoholic and non-alcoholic beverages in Finland, Estonia, Latvia, Lithuania, Denmark, and Belarus.
Market Cap
EUR 600.5M
Pitch Price
EUR 34.06
Price Target
45.00 (+47%)
Dividend
4.48%
EV/EBITDA
5.55
P/E
11.04
EV/Sales
0.86
Sector
Beverages
Category
value
$OLVAS.HE - The only independent Finnish brewery
OLVAS.HE: Finnish beverage co, strong in Nordics/Baltics. 40%+ non-alcoholic, diversifying. Belarus (21.5% rev, 30% profit) key risk. 7.4% 10Y rev CAGR, 12% EPS CAGR since 2002. Conservative balance sheet, 7.2% FCF yield. Fair value 35-45€/share with Belarus, 21-31€ without. Belarus resolution potential catalyst.
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