Added to YB: 2026-03-09
Pitch date: 2026-03-08
FFI.AX [bullish]
FFI Holdings Limited
-6.92%
current return
Author Info
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Company Info
FFI Holdings Limited, a food processing company, engages in the processing, manufacturing, packaging, and distribution of food products in Australia.
Market Cap
AUD 57.7M
Pitch Price
AUD 4.57
Price Target
N/A
Dividend
4.71%
EV/EBITDA
10.33
P/E
7.96
EV/Sales
0.89
Sector
Food Products
Category
value
Sweet Niche, Sweet Value
FFI.AX: Niche Aussie bakery jams/chocolate manufacturer at 5.3x 2027 EV/EBIT vs 9-13x historic avg. Cocoa costs ballooned margins to 43% from 48-50% norm; revenues nearly doubled to $63M. Margin recovery + volume growth = 50-100% upside. Investment property (63k sqm Cockburn logistics hub) worth $22-33M alone (~50% mkt cap). Insiders own 41%, favor dividends. Risks: pricing vs volume split unclear, customer bargaining power, limited disclosure, DRP dilution.
Read full article (28 min)