Professional
Added to YB: 2025-03-13
Pitch date: 2025-03-05
GBSMF [neutral]
Ginebra San Miguel Inc.
Author Info
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Company Info
Ginebra San Miguel Inc., together with its subsidiaries, engages in the manufacture and sale of alcoholic beverages in the Philippines.
Market Cap
PHP 83.3B
Pitch Price
N/A
Price Target
N/A
Dividend
5.50%
EV/EBITDA
6.85
P/E
10.65
EV/Sales
1.04
Sector
Beverages
Category
value
Show full summary:
Palm Harbour Capital Portfolio Holding: Ginebra San Miguel Inc.
GBSMF (holding update): Filipino gin co. +15.3% YoY growth (8.3% vol, 6.5% price). 10-yr high margins. Double-digit growth for decade. Undemanding multiples, growing net cash. Payout ratio expected to rise from 50% to 80%. Top contributor for 3 quarters. Capacity for increased capital distributions.
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