Added to YB: 2025-03-31
Pitch date: 2025-02-10
BRG.AX [bearish]
Breville Group Limited
+10.54%
current return
Author Info
No bio for this author
Company Info
Breville Group Limited engages in the design, development, marketing, and distribution of small electrical kitchen appliances in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
AUD 4.6B
Pitch Price
AUD 35.46
Price Target
23.00 (-27%)
Dividend
1.20%
EV/EBITDA
18.06
P/E
33.74
EV/Sales
N/A
Sector
Household Durables
Category
growth
Breville Group Limited - $BRG.AX
BRG.AX short: Breville faces new competition in semi-auto espresso machine market (60-70% of EBIT). Ninja, KitchenAid, Philips entering with competitive features at lower prices. Est. market share drop from 60% to 49-50% by FY27. 40% downside to AUD 23 PT. Risks: Chinese tariffs, capitalized dev costs.
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