Lotus Bakeries delivered 14% revenue and 23% EBIT growth in H1, driven by strong Biscoff demand. LOTBY's aggressive €500M CapEx expansion is fully covered by robust operating cash flows and a clean balance sheet. Despite operational strength, the stock trades at ~50x 2024E earnings, raising significant valuation concerns.
Lotus Bakeries continues to deliver strong revenue growth, driven by global demand and capacity expansion in the US and Thailand. Despite robust cash flows and a healthy balance sheet, LOTBY remains expensive, currently trading at about 50x earnings. Even projecting a 40% EBITDA increase by 2028, LOTBY still trades at roughly 35x forward earnings, limiting its investment appeal.
Lotus Bakeries NV (LOTBY) Q4 2025 Press Conference Call Transcript
| Food Products Industry | Consumer Staples Sector | Jan Marcel Mattieu Maria Boone CEO | OTC PINK Exchange | 54569X107 CUSIP |
| BE Country | 3,084 Employees | 18 May 2026 Last Dividend | - Last Split | - IPO Date |
Lotus Bakeries NV, a prominent provider of snack products, operates both in Belgium and on an international scale. Founded in 1932, the company has established a strong presence in the snack industry through its wide range of products that cater to various consumer tastes and preferences. With its headquarters in Lembeke, Belgium, Lotus Bakeries NV has successfully expanded its reach globally, offering an array of snacks under numerous brands. The company is a subsidiary of Stichting Administratiekantoor van Aandelen Lotus Bakeries, emphasizing its stable foundation and growth in the food and beverage sector.
Lotus Bakeries NV offers an extensive portfolio of snack products, distinguished by quality and variety. The company's product line includes: