Redeye comments on today’s news from Cheffelo, where financial targets have been raised ahead of its now scheduled CMD. Ambitions for both sales growth and profitability are increased, with the horizon extended from 2026e to 2028e. We view this as a distinct positive, giving us confidence in the company’s medium-term outlook. We await the trading update and the CMD before formalising our valuation changes, but for all practical purposes, consider our fair value range raised by c15%-30%.
LÄS MER