Bega Cheese Limited
Bega Cheese Limited
Your view on BGA.AX
Overview
What the company does, where it operates, and who runs it.
About Bega Cheese Limited
- Industry
- Packaged Foods
- Sector
- Consumer Defensive
- CEO
- Pete Findlay
- Headquarters
- 23-45 Ridge Street, Bega, NSW, AU
- Industry
- Packaged Foods
- Sector
- Consumer Defensive
- CEO
- Pete Findlay
- Headquarters
- 23-45 Ridge Street, Bega, NSW, AU
Established in 1899 and based in Bega, Australia, Bega Cheese Limited is a comprehensive food company engaged in sourcing, processing, manufacturing, and distributing a wide array of dairy and other food products. Its operations are divided into two primary segments: Branded and Bulk.
The Branded division concentrates on developing and producing value-added consumer goods for both its proprietary labels and external brands.
This includes a diverse range of cheese products, such as natural, processed, and kids' snacking varieties; butter and cream cheese sold under the Farmer's Table brand; condiments like dips, mayonnaise, and dressings marketed as ZoOSh; and various spreads including Simply Nuts, B honey, Bega peanut butter, and VEGEMITE.
The Bulk segment, conversely, focuses on the production of large-scale dairy ingredients, as well as specialized nutritional and bio-nutrient components. Beyond these core activities, Bega Cheese is also actively involved in the development and supply of bio-nutrient ingredients specifically for the health and wellness markets.
The company extends its services through substantial contract packaging operations.
It provides packaging for natural and processed cheddar cheese on behalf of other corporations, handles private label and supermarket own-brand products, supplies raw materials for Quick Service Restaurants, and offers packaging solutions for other dairy companies to sell under their brand names.
Bega Cheese Limited maintains a significant international presence, exporting its products to around 40 countries across the Middle East, Southeast Asia, North Asia, Central and South America, and the Pacific Islands.
Media
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Stock Data
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Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Bega Cheese Limited, and the rating behind it. BGA.AX last traded at AUD 6.11, 35.6× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Bega Cheese Limited. Starting points for Bega Cheese Limited: P/E 35.6, EPS AUD 0.18, beta 0.62 — an Packaged Foods name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
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Dividend history, yield and payout sustainability for Bega Cheese Limited. Bega Cheese Limited does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Bega Cheese Limited. Trailing twelve-month EPS for Bega Cheese Limited stands at AUD 0.18. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Bega Cheese Limited. Bega Cheese Limited has reported as a listed company since 2011. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Bega Cheese Limited valued side by side against its closest peers. Bega Cheese Limited is measured against Packaged Foods peers within the Consumer Defensive sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
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Which institutions hold Bega Cheese Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Bega Cheese Limited executives and directors. Shares of Bega Cheese Limited have traded between AUD 4.93 and AUD 6.72 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Bega Cheese Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Bega Cheese Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Bega Cheese Limited. Coverage tracks Bega Cheese Limited within Packaged Foods (Consumer Defensive). Press releases and market coverage, newest first.
Comments
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