Jefferies starts coverage of Lotus Bakeries stock at Buy
Published on 10/05/2026 at 09:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Lotus Bakeries (ISIN BE0003604155) was trading at EUR 12,130.00 at Lang & Schwarz on October 5, 2026 at 9:18 a.m. CEST, up 0.17 percent versus the prior close of EUR 12,110.00. On September 21, 2026, Jefferies initiated coverage of Lotus Bakeries with a Buy rating and a EUR 15,000.00 price target, the event that continues to frame the stock's current valuation.
Jefferies targets global Biscoff growth
According to Investing.com on September 21, 2026, Jefferies linked its view to Biscoff revenue growth of more than 20.00 percent in the first half of 2026, compared with a 15.00 percent compound annual growth rate over the preceding 10 years. Biscoff represented 59.00 percent of Lotus Bakeries' revenue, while the company is investing more than EUR 500.0 million in capacity expansion.
The same report said Jefferies expects revenue and EBIT to compound at 12.00 percent and 16.00 percent respectively, with earnings-per-share estimates 5.00 percent above consensus. That creates a clear trade-off for the market: the growth case is quantified, but the valuation already reflects a premium.
Half-year growth supports the premium
Lotus Bakeries identifies its half-year report and presentation for the period ended June 30, 2026, as its latest results publication on its Lotus Bakeries results page. The figures show revenue of EUR 749.1 million in the first half of 2026, up 14.00 percent from the first half of 2025, while net income rose 23.50 percent to EUR 98.1 million, according to Simply Wall St.
The company said its first-half 2026 earnings per share reached EUR 121.00, compared with EUR 97.74 in the first half of 2025. The combination of double-digit revenue growth and faster net-income growth gives investors a concrete reason to compare the EUR 15,000.00 Jefferies target with the current EUR 12,130.00 quote.
Stock remains below the yearly high
Lotus Bakeries stock remained EUR 1,070.00 below its 52-week high of EUR 13,200.00 on October 5, 2026, while its 52-week low stood at EUR 7,270.00. The market capitalization was EUR 9.9 billion on the same date, and the shares are listed on Euronext Brussels under LOTB.BR, according to Global Banking and Finance.
At EUR 12,130.00, the stock stood 8.02 percent below the 52-week high, using the same euro reference currency. The 0.17 percent intraday gain was modest beside the 53.00 percent year-to-date advance cited by Investing.com on September 21, 2026, leaving the growth figures and the elevated valuation as the central balance for the shares.
Price holds above prior close
Lotus Bakeries was trading at EUR 12,130.00 at Lang & Schwarz on October 5, 2026 at 9:18 a.m. CEST, plus 0.17 percent versus the Lang & Schwarz prior close of EUR 12,110.00 on October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of Lotus Bakeries stock.
Lotus Bakeries stock facts
- Company: Lotus Bakeries N.V.
- ISIN: BE0003604155
- Ticker: LOTB.BR
- Primary exchange: Euronext Brussels
- Price Lang & Schwarz as of October 5, 2026, 9:18 a.m. CEST: EUR 12,130.00
- Change versus prior close: plus 0.17 percent
- Prior close Lang & Schwarz (October 2, 2026): EUR 12,110.00
- Market capitalization: EUR 9.9 billion (as of October 5, 2026)
- 52-week range: EUR 7,270.00-13,200.00 (as of October 5, 2026)
- Sector / Industry: Consumer Staples / Packaged Foods
