Business description: Savencia

Savencia is the world's leading producer of cheese specialties. Net sales (including intragroup) break down by family of products as follows:

- cheese products (54.9%): brands Caprice des Dieux, Saint Albray, Le Rustique, Coeur de Lion, Saint Agur, Bresse Bleu, St-Morêt, Tartare, Carré Frais, RichesMonts, Chavroux, Saint-Loup, Géramont, Saint Albray, Fol Epi, etc.;

- dairy products (44.6%): industrial dairy products (technical butters and specific dairy proteins for the food, dietetic, and health care industry, animal bottle feeding products) and dairy products for large-scale consumption (milk, modern butters, long-conservation creams, cheese desserts, etc.);

- other (0.5%).

Net sales are distributed geographically as follows: France (31.7%), Europe (35.9%) and other (32.4%).

Number of employees: 22,680

Sales by Activity: Savencia

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Cheese Products

3.45B 3.82B 4.08B 4.06B 4.02B

Other Dairy Products

2.32B 2.93B 2.92B 3.33B 3.18B

Others

99.68M 110M 121M 132M 138M

Unallocated (Intra-Group Transactions)

-264M -307M -332M -376M -383M

Geographical breakdown of sales: Savencia

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Rest of Europe

2.18B 2.48B 2.51B 2.5B 2.5B

Rest of The World

1.67B 2.07B 2.13B 2.45B 2.26B

France

1.76B 2B 2.15B 2.19B 2.2B

Executive Committee: Savencia

Manager TitleAgeSince
Chief Executive Officer 57 2022-08-31
Director of Finance/CFO 54 2023-12-31

Composition of the Board of Directors: Savencia

Director TitleAgeSince
Chairman 74 2011-09-21
Director/Board Member 73 2004-03-31
Director/Board Member 73 2008-12-31
Director/Board Member 76 2013-03-31
Director/Board Member 67 2016-03-31
Director/Board Member 68 2017-03-31
Director/Board Member 69 2018-03-31
Director/Board Member 67 2002-03-31
Director/Board Member 70 2018-03-31
Director/Board Member 62 2020-12-31

Shareholders: Savencia

NameStocks%Valuation
Savencia Holding SCA
66.64 %
9,350,953 66.64 % 712 M €
8.025 %
1,126,200 8.025 % 86 M €
Savencia SA Employee Stock Ownership Plan
6.63 %
930,383 6.63 % 71 M €
Magallanes Value Investors SA SGIIC
2.967 %
416,304 2.967 % 32 M €
Praude Asset Management Ltd.
0.5138 %
72,103 0.5138 % 5 M €

Holdings: Savencia

NameStocks%Valuation
1,126,2008.03% 82 M $

Company details: Savencia

Savencia SA

42, rue Rieussec

78220, Viroflay

+33 1 34 58 63 00

http://www.savencia-fromagedairy.com
address Savencia(SAVE)

Group companies: Savencia

NameCategory and Sector
Investment Trusts/Mutual Funds
Food: Meat/Fish/Dairy
Food: Meat/Fish/Dairy
Bongrain International SAS
Agricultural Commodities/Milling

Dairy Products

Change 5-day change 1-year change 3-year change Capi.($)
+0.30%+7.99%+5.62%+23.81% 1.01B
-0.42%-3.28%-3.99%-6.92% 24.57B
+5.15%+24.84%+125.62%+86.82% 9.03B
-0.25%+5.21%+95.41%+69.44% 6.56B
+0.47%0.00%+26.74%+104.33% 6.02B
-1.02%-1.59%+18.90%+0.46% 5.82B
+5.08%+1.81%+1.97%-15.18% 4.94B
-1.55%0.00%-3.62%+46.80% 3.53B
+1.09%+7.14%+7.06%-12.13% 2.2B
-1.01%-8.83%-4.09%+8.27% 2.12B
Average +0.68%+2.50%+26.96%+30.57% 6.58B
Weighted average by Cap. +0.69%+1.45%+29.53%+27.44%
Trader
-
Investor
Global
-
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
67.40EUR
Average target price
79.00EUR
Spread / Average Target
+17.21%

Quarterly revenue - Rate of surprise