Added to YB: 2025-12-01
Pitch date: 2025-11-27
SHV.AX [neutral]
Select Harvests Limited
+20.68%
current return
Author Info
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Company Info
Select Harvests Limited engages in the growing, processing, packaging, and selling of almonds and its by-products in Australia.
Market Cap
AUD 591.2M
Pitch Price
AUD 4.11
Price Target
8.00 (+65%)
Dividend
N/A
EV/EBITDA
8.55
P/E
18.72
EV/Sales
2.22
Sector
Food Products
Category
value
Select Harvests (SHV:ASX) - FY25 Results
SHV.AX (earnings): Strong FY25 results show embedded operating leverage - EBITDA +81.5% to $82.4M despite 16% volume drop, realized almond price +32% to $10.18/KG. Cost advantage over CA (AU$6.71/KG vs US$13.51/KG). Net debt halved, debt payoff by FY26 enabling dividends/buybacks. Perpetual overhang creates buying opportunity. Trading 4.3x NTM EV/EBITDA, target $8/share on 8x multiple.
Read full article (6 min)