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
Founded in 1932, Lotus Bakeries has become a global leader in the snack and cookie sector, with its star product, Lotus Biscoff, now available in over 70 countries. With a 12% annual growth rate since 2013, they aim to continue this growth by expanding into Asia and America in order to position Biscoff as the third best-selling biscuit. Despite its success, the current stock price might appear overvalued in respect to its intrinsic value, suggesting that long-term investors may benefit from waiting for a price correction.