Hello my dears,

Recently I have presented a lot of stocks from the growth sectors.

So now it's time for me to introduce you to a stock from the boring consumer goods sector. But I don't find this share boring at all.

And for me it's a good alternative to the many boring consumer goods stocks.

$KRI (+2,44 %)

Kri Kri is a producer of yogurt, dairy products and ice cream. Food manufacturers are generally one of the more stable, less cyclical sectors. People eat even during recessions.

👍Kri Kri is storm-proof because:

• defensive sector (food)
• strong balance sheet
• strong long-term growth
• solid valuation

Ladies and gentlemen, I have seen in the forum that the company has already been presented several times. But due to the uncertain times, I wanted to remind you of the share once again.

What do you think of the company and are you perhaps already familiar with its products?

Does the rabbit @TradingHase like Greek yogurt?

$KRI (+2,44 %)

Kri Kri Milk Industry SA is a company based in Greece that is mainly involved in the production and trade of ice cream, yogurt and milk. The ice cream production includes five product lines: Wafers, sundaes, ice cream scoops, sticks and ice cream sandwiches. Yoghurt production comprises five product lines: Natural, Traditional, Catering, Fruit and flavored yogurt for children under the brand name Scooby Doo. Milk production comprises four products: Pasteurized whole milk with 3.5% fat, Pasteurized semi-skimmed milk with 1.5% fat, Chocolate skimmed milk with 0% fat and AYRAN (KEFIR) KRI-KRI. The company also offers some of its products in family packs. KRI-KRI Milk S.A. also operates in the Balkan region through its 71%-owned subsidiary KRI-KRI DOO Kumanovo in Macedonia, which has its own production line for ice cream and yogurt, warehouses and refrigerated chambers. In February 2013, the company dissolved its subsidiary in Bulgaria, KRI KRI BULGARIA A.D.

Number of employees: 459

Investors presentation November 2025

Kri Kri Presentation

Our story begins in 1954... when George Tsinavos, the founder of the company, opened a small pastry shop in Serres, producing and selling ice cream and confectionery in the town. Ice cream was first sold by street vendors with handcarts who used ice and salt to cool it. Kri Kri ice creams and especially cassata, a "special" ice cream made from sheep's milk with a very rich flavor, began to become popular outside the town of Serres.

In the 1960s, the first electric freezers for ice cream appeared on the market in Serres. At the same time, the facilities of the small local company were moved to new, privately owned premises and a few years later the company acquired its first automatic production line for ice cream, heralding the beginning of a new era, as it had been made by hand until then.

The 1980s and 90s marked the further development of the company, on the one hand with the construction of the new factory (1987) and on the other hand with the production of yogurt, when traditional sheep's and cow's milk yogurt made from fresh milk from the Serres prefecture went into production. In the mid-1990s, Kri Kri set up a branch in Attica and gradually built up a distribution network for its products throughout Greece.

In 2000, Kri Kri launched family yogurt under the brand name "Spitiko" and received its first market research ratings.

Today, after a successful 70-year career and continuous investments, Kri Kri ranks among the most dynamic sectors of dairy products and aims to further strengthen its growth prospects both in Greece and abroad.

Performance

20 years +1,628.45 %

15 years +2,345.12 %

10 years +1,020.11 %

5 years +203.79 %

1 year +26.10 %

Current year +5.53 %

EUR in millions

Estimates

Year Turnover Change

2024 256,4 18,52 %

2025 317,7 23,91 %

2026 369,6 16,35 %

2027 419 13,35 %

Year EBIT change

2024 37,25 -7,52 %

2025 43,4 16,51 %

2026 53,97 24,35 %

2027 61,97 14,82 %

Year Net result Change

2024 34,55 7,06%

2025 38,4 11,15 %

2026 48,7 26,82 %

2027 51,9 6,57 %

Year Net debt CAPEX

2024 -12,2 26,66

2025 -18,9 23,1

2026 -31,6 25,05

2027 -62,6 17,05

Year Free cash flow Change

2024 3,316 -90,62 %

2025 20,7 524,17 %

2026 25,8 24,64 %

2027 49,4 91,47 %

Year EBIT margin ROE

2024 14,53 % 29,76 %

2025 13,66 % 27,4 %

2026 14,6 % 28,6 %

2027 14,79 % 25,5 %

Sector comparison EBIT margin 2026

Nestle 16.13 %

Unilever 19.48 %

Year Dividend Yield

2024 0,4 2,67 %

2025 0,45 2,25 %

2026 0,56 2,81 %

2027 0,6 3,01 %

Year P/E ratio PEG

2024 14.3x 2.03x

2025 16,22x

2026 12,89x

Sector comparison P/E ratio 2026 Earnings growth 2026

EMMI AG 17.1x +5.54 %

Nestle 18.26x +2.39 %

Unilever 17.51x +7.67 %

Magnum 24.21x -19.05 %

KRI-KRI 12.89x +26.82 %

KRI-KRI

Market value 658

Number of shares (in thousands) 32,966

Date of publication 15.04.2025

$KRI (+2,44 %)

Source: Abilitato.de

Tech stocks are not the only way to build a fortune. But nobody expected that a yogurt manufacturer would become a tenbagger with the Kri-Kri share. Has the potential now been exhausted or is there another opportunity due to the low valuation (P/E ratio 12)?

Operational development

Kri-Kri is a leading yogurt and ice cream manufacturer.

Due to the health and wellness trend, demand for Greek yogurt is constantly increasing in all European markets.

As a result, the family business has been expanding at a double-digit growth rate for many years.

As the Group is doubling its production capacity by 2027, this trend is expected to continue in the coming years.

Despite the high level of investment, Kri-Kri generates an EBIT margin of around 15%. The return on equity even reaches 30%.

Further arguments in favor of the Kri-Kri share are the debt-free balance sheet and the prospect of significantly higher dividend distributions.

However, the earnings power of individual years is repeatedly distorted upwards (excess profits) or downwards (shortfall in profits) by the volatile milk price trend.

Valuation assessment

Investors can use phases of high milk prices (with correspondingly low profits) to enter anti-cyclically or increase an existing position.

This is because even if the milk price settles at a permanently high level, Kri-Kri can pass on the increased costs to customers with a slight time lag and thus return to an adequate margin.

However, it is more likely that the milk price will fall again at some point and then lead to an exceptionally good year with corresponding excess profits.

With an expected annual return in the clear double-digit percentage range and a P/E ratio of just 12.6 (2025e), the Kri-Kri share still appears attractively valued.

Personal approach

In my view, Kri-Kri is a great company that should be supported in its long-term growth and value appreciation as part of a buy-and-hold investment.

However, the stock is not suitable for every investor.

If you don't want to go wrong with your investment, it's better to stick with ETFs and blue chip stocks. On the other hand, those who want to build up as much wealth as possible can take a closer look at the Kri-Kri share.

The main risks are milk price fluctuations and increasing competitive pressure. For example, competitor FAGE is planning to open a new plant in the Netherlands at the end of 2027.

There is also the risk of an image scandal (recall), which would have a dampening effect on demand.

complete article:

https://abilitato.de/kri-kri-aktie-tenbagger-in-zehn-jahren-potential-ausgereizt-oder-jetzt-erst-recht-kaufen/?ml_recipient=153655895191979285&ml_link=153655879103678358&utm_source=newsletter&utm_medium=email&utm_term=2025-05-07&utm_campaign=Diese+Value+Aktie+wurde+in+zehn+Jahren+zum+Tenbagger

Because I'm bored at the moment and I'm also interested in your opinion, I'll throw a few titles in here that I think are all very exciting and usually fly under the radar.

Here we go 👇

$CORT (+2,28 %) Corcept Therapeutics

$HALO (-0,77 %) Halozyme Therapeutics

$KRI (+2,44 %) Kri Kri Milk Industry

$ALCRB (-3,86 %) Carbios

$APH (+0,68 %) Amphenol

$XYL (-0,42 %) Xylem

$MPWR (+9,23 %) Monolithic Power Systems

$VITL (-4,69 %) Vital Farms

These are, of course, shares from a wide variety of sectors and with different "degrees of maturity", but as I have written, I think they are all very exciting.

Do you know them all? Opinions?

P.S. I myself have Corcept, Carbios and Amphenol in my portfolio, and I follow the others more or less regularly.

A recent W+ article by the "Welt" editorial team presents supposedly lucrative dividend stocks.

Here is a selection of 18 shares "with high dividends and quality":

$RICHTER (+1,01 %)

$KRI (+2,44 %)

$FSBW

$FAST (+2,46 %)

$MDLZ (+0,77 %)

$RHI (-1,19 %)

$PLD (+0,62 %)

$VIS (-0,27 %)

Two from Germany also made it onto the list:

$ALV (+0,34 %)

$SIE (+1,1 %)

Judge for yourself and feel free to comment with your opinions.