Added to YB: 2025-09-24
Pitch date: 2025-08-05
BARN.SW [bullish]
Barry Callebaut AG
+12.15%
current return
Author Info
No bio for this author
Company Info
Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products.
Market Cap
CHF 5.8B
Pitch Price
CHF 955.00
Price Target
1.9K (+80%)
Dividend
2.74%
EV/EBITDA
10.82
P/E
40.50
EV/Sales
0.91
Sector
Food Products
Category
turnaround
Barry Callebaut AG - $BARN.SW
BARN.SW: Swiss B2B chocolate maker (20% global output) serving Nestle/Mars/Hershey via 8-10yr contracts. High cocoa prices hit margins/volumes but supply response expected 2026+ as West African conditions improve. CEO Feld (KKR turnaround specialist) targets CHF 250M cost cuts. If cocoa retreats to 2023 levels, hedge gains cut net debt to CHF 3B, 9x EV/EBIT vs 15x target = CHF 1,924 price target (~100% upside).
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