Bellamy's Australia Limited (BAL) - Research

$7.950 0.37 (4.88%)

BAL General Information +

ASX Code BAL
Website http://www.bellamysaustralia.com.au
GICS Sub-Industry Packaged Foods & Meats
Market Cap ($M) 901
Current Price $7.950
Day High $7.950
Day Low $7.580
Last Close $7.580
Price Movement $0.37 ( 4.88% )
Prices as at 16:40, 27 Jun 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

BAL Company Overview

Business Description

Bellamy's Australia Limited (BAL) is a Tasmanian-owned company offering a range of organic food and formula products for babies and toddlers. BAL has operations in Australia, China, and South-East Asia and also delivers its products through an online portal to the customer. The Company offers Australian-made and certified organic 30 products made with non-GM ingredients, with essential vitamins and minerals that are tailored to the needs of babies and toddlers.

BAL Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2020 F 0.00 33.10 18.20% 22.90 5.00 0.70% 0.0%
2019 F 0.00 28.00 -24.70% 27.10 0.00 0.00% 0.0%
2018 A 42.82 37.20 3.30% 35.20 0.00 0.00% 0.0%

BAL Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2018 A 2019 F 2020 F 2018 A 2019 F 2020 F 2018 A 2019 F 2020 F
The a2 Milk Company (A2M) $10,156M 1.0615 0.5195 0.1975 57.2968 37.7080 31.4878 0.00% 0.00% 0.65%
Bellamy's Australia (BAL) $901M 0.0325 -0.2473 0.1821 21.3710 28.3929 24.0181 0.00% 0.00% 0.63%
Bega Cheese (BGA) $1,054M -0.7589 -0.1300 0.1887 20.3383 23.3760 19.6649 2.23% 2.23% 2.64%
Freedom Foods Group (FNP) $1,405M 1.3740 0.0000 0.0000 56.3457 0.0000 0.0000 0.97% 0.00% 0.00%
Inghams Group (ING) $1,505M 0.7867 -0.1602 0.1130 11.6480 13.8699 12.4615 5.21% 4.54% 5.21%

BAL Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.33 27.00 4.14 0.00
Market 0.59 14.90 1.16 0.99
Sector 0.76 17.80 1.50 0.97

BAL Directors

Name Position Start Date
Mr John James Murphy Non-Executive Deputy Chairman, Non-Executive Director 18 May 2017
Ms Shirley Liew Non-Executive Director 13 Dec 2017
Mr Rodd Peters Non-Executive Director 28 Feb 2017
Mr Wai-Chan Chan Non-Executive Director 28 Feb 2017
Mr John Ho Non-Executive Director, Non-Executive Chairman 12 Apr 2017

BAL Management

Name Position
Andrew Cohen Chief Executive Officer
Nigel Underwood Chief Financial Officer
Melinda Harrison Company Secretary

BAL Substantial Shareholders

Holding Name
19,486,703 (17.20%) JP Morgan Nominees Australia Limited
16,352,132 (14.43%) Citicorp Nominees Pty Ltd
13,317,106 (11.75%) The Black Prince Private Foundation and the Entities
9,516,172 (8.40%) HSBC Custody Nominees (Australia) Limited
8,334,448 (7.36%) HSBC Custody Nominees (Australia) Limited- GSCO ECA
6,840,810 (6.04%) Quality Life Pty Ltd

BAL Calendar of Events

Date Event
26 February 2020 Report (Interim)
30 August 2019 Report (Annual)
28 August 2019 Report (Annual)
28 August 2019 Report (Prelim)

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