BGA 0.69% $4.30 bega cheese limited

Ann: 1H FY2023 Results Presentation, page-49

  1. 226 Posts.
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    make perfect sense, great analysis indeed!

    what do you think about the normalised p/e of 50? is this a normal p/e value for the companies of similar industries?

    i recalled DMP was having this sort of p/e but they were in growth mode, by opening a lot of branches globally. once the expansion is slowing down (along with other inflationary factors), p/e comes down accordingly.

    i understand that DMP is in a different industry and what im trying to understand is - what are the factors to justify 50x p/e? not a downramper but just trying to get a gist of on this field.

    Cheers
 
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