CGS-CIMB upbeat on Farm Fresh’s earnings rebound

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Dairy company’s earnings bottomed in Q4 FY2023 and is expected to improve in the coming quarters.

CGS-CIMB Research expects Farm Fresh’s gross margins to improve in the coming quarters, helped by lower costs as well as the average 5% price increase for its products effective July 1.

The research house is forecasting a robust growth in earnings as Farm Fresh had raised its selling prices in July while costs have declined. “We estimate Farm Fresh’s gross margins to rebound in the coming quarters, helped by lower costs as well as the average 5% price increase effective from July 1, with a 26% gross margin for FY2024 versus Q1 FY2024’s 17.7%,” it said.“At RM1.37, Farm Fresh would be trading at 22 times calendar year 2024 price-earnings , which is comparable to -0.5 standard deviation of peer Fraser & Neaves Holdings Bhd’s 15-year mean P/E.

However, failure to meet investor expectations of a margin recovery would be a key downside risk while surpassing those expectations will drive a rerating, hence an upside risk, CGS-CIMB said.

 

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