Pac Partners sets AUD 8.08 target for Bega Cheese stock
Published on 10/17/2026 at 19:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and operating results
- Pac Partners set an AUD 8.08 target on October 12, 2026, 26.84 percent above the share price.
- Statutory FY2026 EBITDA reached AUD 202.30 million, up 22.00 percent from FY2025.
- Bega Cheese stock last traded at AUD 6.37 at 3:10 p.m. AEST on October 16, 2026, down 0.78 percent versus the ASX prior close of AUD 6.42.
- Bega Cheese will hold its annual general meeting on October 21, 2026.
Pac Partners set an AUD 8.08 price target for Bega Cheese on October 12, 2026, putting the target 26.84 percent above the last ASX price of AUD 6.37. According to Listcorp, Pac Partners based its view on 13.00 percent average earnings-per-share growth through fiscal year 2031 and a fiscal year 2027 enterprise-value-to-EBITDA multiple of 10.50.
The last completed ASX quote was AUD 6.37 at 3:10 p.m. AEST on October 16, 2026, down AUD 0.05, or 0.78 percent, from the AUD 6.42 prior close. The home exchange quote is the dated market level for this report.
Profit growth sets the backdrop
Bega Group reported statutory EBITDA of AUD 202.30 million for fiscal year 2026, ended June 30, 2026, up 22.00 percent from AUD 165.50 million in fiscal year 2025. Normalized EBITDA reached AUD 225.60 million, an increase of 12.00 percent. The company also gave fiscal year 2027 normalized EBITDA guidance of AUD 240.00 million to AUD 245.00 million.
Price position and valuation
Bega Cheese traded between AUD 5.00 and AUD 6.89 over the latest 52-week period, leaving the last price 7.56 percent below the high and 27.40 percent above the low. The stock was up 20.87 percent over one year as of October 16, 2026, while the latest session volume was 393,873 shares against an average of 648,317.
The market capitalization was AUD 1.9 billion as of October 16, 2026. The trailing price-to-earnings ratio was 36.34 and the dividend yield was 2.00 percent. Simply Wall St lists Bega Cheese annual general meeting for October 21, 2026.
Comparison with peers
Bega Cheese (ASX, AUD): minus 0.78 percent, P/E 36.34, market capitalization AUD 1.9 billion.
Inghams Group (ASX, AUD): minus 0.95 percent, P/E 22.55, market capitalization AUD 776.8 million.
Collins Foods (ASX, AUD): plus 0.46 percent, P/E 23.68, market capitalization AUD 1.0 billion.
What investors can measure next
The analyst target sits above the latest market price, while the valuation multiple remains higher than those of the two comparison companies. The October 21, 2026 annual general meeting is the next dated company event.
The latest ASX price was AUD 6.37 at 3:10 p.m. AEST on October 16, 2026, down 0.78 percent versus the ASX prior close of AUD 6.42.
Market context: Market report S&P/ASX 200.
