Professional
Added to YB: 2025-10-23
Pitch date: 2025-10-20
AFN.TO [bullish]
Ag Growth International Inc.
-78.79%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
Ag Growth International Inc., together with its subsidiaries, provides equipment solutions for bulk agriculture commodities Canada, the United States, and internationally.
Market Cap
CAD 133.7M
Pitch Price
CAD 34.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.60
P/E
-1.14
EV/Sales
0.81
Sector
Machinery
Category
turnaround
White Falcon Capital New Position: Ag Growth International Inc.
AFN.TO (new position): Dominant grain handling/storage equipment supplier at 6.5x 2025E EBITDA, 9x 2025E EPS. Farmers delaying equipment purchases due to lower corn/soybean/wheat prices, but cycle expected to reverse. New mgmt focusing on international growth, operational efficiency, debt reduction & high ROIC opportunities.
Read full article (1 min)