Added to YB: 2025-03-31
Pitch date: 2025-02-10
BRG.AX [bearish]
Breville Group Limited
+18.91%
current return
Author Info
No bio for this author
Company Info
Breville Group Limited designs, develops, markets, and distributes small electrical kitchen appliances in the consumer products industry in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
AUD 4.6B
Pitch Price
AUD 35.69
Price Target
23.00 (-21%)
Dividend
1.13%
EV/EBITDA
19.74
P/E
35.19
EV/Sales
2.91
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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