BGA Shares Bega Cheese Limited
BUY ASX · ASXDiversified branded food portfolio and earnings normalization offer defensive recovery upside.
Future value: $7.08 (+14.13%) · 6-12 months · analyst consensus
Signal breakdown
- ▸Positive momentum and expected improvement across branded food operations.
- ▸Above 50-day MA (+0.11%)
- ▸Above 200-day MA — long-term uptrend
Is BGA a buy right now?
Trend: BGA is trading above the 50-day average (+0.65%), RSI 48 — neutral momentum, with a 3-month return of +1.13%.
Valuation & quality: Bega Cheese Limited trades on a trailing P/E of 34.7, forward P/E 20.9, price-to-book 1.91; fundamentals show net margin 1.5%, return on equity 5.5%, revenue growth 8.3% year on year.
Analyst consensus: 11 analysts have a mean 12-month price target of A$7.08 (+14.1% vs the last close; range A$4.80 – A$8.08), consensus rating “buy”.
Income: trailing dividend yield 2.36%.
Our screen: BUY (score 3) — Diversified branded food portfolio and earnings normalization offer defensive recovery upside.
Computed from end-of-day data; not personal advice.
12-month price chart
Monthly returns
| Mar 26 | Apr 26 | May 26 | Jun 26 | Jul 26 | Aug 26 | Sep 26 | Oct 26 |
|---|---|---|---|---|---|---|---|
| -3.70% | -9.10% | +0.40% | +6.50% | +3.60% | -0.50% | +3.60% | -0.60% |
Fundamentals
Analyst price target
Technical signals
About Bega Cheese Limited
Bega Cheese Limited receives, processes, manufactures, and distributes dairy and other food-related products in Australia. It operates through two segments, Branded and Bulk. The Branded segment provides value added consumer products for owned and externally owned brands.
Sector: Consumer Defensive · Industry: Packaged Foods · Australia · Website
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Market data from end-of-day feeds; AI-generated research for educational purposes only — not investment advice.