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2281.SE Tadawul Food Processing

2281.Se

$59,85
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
3,43 %
Op margin
3,5 %
ROE
-3,1 %
Net margin
-0,7 %
Debt / equity
2,82
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Food Processing industry, manufacturing and selling food products, primarily within the Consumer Non-Cyclicals sector.

Business. The company operates in the Food Processing industry, manufacturing and selling food products, primarily within the Consumer Non-Cyclicals sector.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
HOLD3 analysts
1 buy2 hold0 sell
Avg 12m price target101,23

Analyst recommendations

3 analysts · consensus Hold
Buy1
Hold2
Sell0
12-month price target
101,23
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
3 analysts · indicative
Ownership
not yet wired
Profitability
-3,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2281.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2281.SE. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Food Processing industry, manufacturing and selling food products, primarily within the Consumer Non-Cyclicals sector.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFood Processing
    AI synthesis
    GENERATED

    The company's capital structure is highly leveraged, with a debt-to-equity ratio of 2.82, indicating a significant reliance on debt financing. Liquidity is rated as medium, and the current ratio of 1.08 suggests the company has just enough current assets to cover its current liabilities. Free cash flow is negative at -268.53 million SAR, and capital expenditures are substantial at -418.30 million SAR, indicating ongoing investment in operations.

    Profitability is weak, with a net loss of 18.83 million SAR and a negative return on equity of -3.06%. The return on assets is also negative at -0.60%, which is below the typical performance of the Food Processing industry. Gross profit of 603.83 million SAR is a positive sign, but it is not sufficient to offset the company's operating and non-operating expenses.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The company's operating cash flow of 311.47 million SAR provides some liquidity, but it is not enough to cover the capital expenditures or the free cash flow deficit.

    Looking ahead, the company is expected to face challenges in improving profitability and reducing debt. Analysts have provided a mean price target of 101.23 SAR and a median price target of 117.00 SAR, with a mean recommendation of 2.67, indicating a cautious outlook. The company's free cash flow and operating cash flow trends suggest a need for improved operational efficiency and cost management.

    The company faces several risk factors, including a high debt-to-equity ratio and a negative net cash position after subtracting total debt. These factors increase the company's financial risk and may limit its ability to invest in growth opportunities. The risk of dilution is currently low, but the company's capital structure and liquidity position suggest a need for careful monitoring of future financing activities.

    Recent events, including the company's financial performance and analyst estimates, indicate a mixed outlook. The company's net loss and negative returns on equity and assets highlight the need for strategic improvements. Analysts have not issued any strong buy recommendations, with only one buy and two hold ratings, suggesting a lack of strong investor confidence.

    Key takeaways
    • The company has a high debt-to-equity ratio of 2.82, indicating a significant reliance on debt financing.
    • The company reported a net loss of 18.83 million SAR, with a negative return on equity of -3.06%.
    • Free cash flow is negative at -268.53 million SAR, and capital expenditures are substantial at -418.30 million SAR.
    • Analysts have provided a mean price target of 101.23 SAR and a median price target of 117.00 SAR, with a mean recommendation of 2.67.
    • The company's liquidity is rated as medium, and the current ratio of 1.08 suggests the company has just enough current assets to cover its current liabilities.
    • The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $59,85
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $615.4M
    Net cash
    -$1.73B
    Current ratio
    1.1
    Debt / equity
    2.8
    ROA
    -0.6%
    ROE
    -3.1%
    Cash conversion
    -1654.0%
    CapEx / revenue
    -15.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    2,72
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate2,72
    Revenueno estimateno estimate3,0B SAR
    Operating incomeno estimateno estimate156,0M SAR
    Full-year consensus mean (period as reported by source) · consensus in SAR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy0
    Buy1
    Hold2
    Sell0
    Strong sell0
    12-month price target$101,23 · Median $117,00
    Low $57,70High $129,00
    Operating income · consensus156,0M SAR
    EPS surprise
    −133,1 %
    reported vs consensus · miss
    Revenue surprise
    −12,2 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$57,70
    Mean$101,23
    Median$117,00
    High$129,00
    Spot$59,85
    +69.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin3,5 %Below median
    Net Margin-0,7 %Bottom quartile
    ROE-3,1 %Bottom quartile
    Capex / Rev-15,8 %Bottom quartile
    D/E2,82Bottom quartile
    Cash Conv-16,54Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 2281.SE Market data — financials · 2026-05-26
    • Tanmiah Food Company SJSC Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2281.SECanonical
    Tadawul · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage