Edible Oils
搜索文档
Savola Group Company: Food processing delivers, Panda caps the re-rating-20260819
瑞银· 2026-08-19 11:50
Forecast change: 2% revenue and 3% EPS 2026-31E ab 17 August 2026 Global Research Savola Group Company Food processing delivers, Panda caps the re- rating We reiterate Buy on Savola after incorporating 2Q26 results Savola's 2Q26 results reinforce our positive view, with accelerating growth supported by volumes and prices and meaningful margin recovery in food processing increasingly establishing the segment as the group's principal earnings engine. Recurring group earnings grew 67% y/y in 2Q despite continu ...