Added to YB: 2024-10-16
Pitch date: 2024-10-15
CMRY.JK [neutral]
PT Cisarua Mountain Dairy Tbk
-7.05%
current return
Author Info
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Company Info
PT Cisarua Mountain Dairy Tbk produces and sells dairy and consumer products in Indonesia and internationally.
Market Cap
IDR 34.5T
Pitch Price
IDR 5.0K
Price Target
N/A
Dividend
4.60%
EV/EBITDA
11.78
P/E
15.61
EV/Sales
2.56
Sector
Food Products
Category
growth
PT Cisarua Mountain Dairy (CMRY): Rising Star in Indonesia’s growing Dairy Market
CMRY.JK (limited margin of safety): Leading Indonesian dairy co. 53% 5yr rev CAGR, 84% profit CAGR. Premium positioning, strong margins. Extensive distribution network, 5000+ direct agents. Challenges: commodity exposure, infrastructure dependency. Trading at 34x P/E. 18% FCF growth needed to justify price. Limited margin of safety at current levels.
Read full article (5 min)