Added to YB: 2026-10-16
Pitch date: 2026-10-14
NLM.F [bullish]
FRoSTA Aktiengesellschaft
+1.43%
current return
Author Info
No bio for this author
Company Info
FRoSTA Aktiengesellschaft, together with its subsidiaries, develops, produces, and markets frozen food products in Germany, the rest of Europe, and internationally.
Market Cap
EUR 714.8M
Pitch Price
EUR 105.00
Price Target
202.00 (+90%)
Dividend
2.29%
EV/EBITDA
8.64
P/E
N/A
EV/Sales
0.89
Sector
Food Products
Category
growth
FRoSTA ($NLM.DE): How a Fish-Stick Maker from Bremerhaven Became Germany’s Clean-Label Champion
NLM.F: FRoSTA’s 20-year clean-label positioning supports a brand-led mix shift: German brand volume rose 13.4% in 2025 versus 3.7% for the frozen-food market, while 2026 revenue-growth guidance increased to 9–17%. At ~17x estimated 2026 earnings with net cash, a 20x 2029 EPS estimate implies ~€202 per share, or ~26% annual returns including dividends; low margins, input costs and potential Russian-pollock sanctions are the main risks.
Read full article (9 min)