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RBF.BK SET (Bangkok) Food Processing

R&B Food Supply PCL

$4,06
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Mcap
P/E
EV / Rev
Div yield
5,20 %
Op margin
12,4 %
ROE
9,0 %
Net margin
10,0 %
Debt / equity
0,04
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

R&B Food Supply PCL operates in the food processing industry, manufacturing and distributing a range of food products, primarily in the consumer staples sector.

Business. R&B Food Supply PCL (RBF.BK) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm is headquartered in Thailand and is primarily listed on the Stock Exchange of Thailand (SET). Specific details regarding its operating segments and geographic revenue mix are not disclosed in the available data.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
SELL2 analysts
0 buy1 hold1 sell
Avg 12m price target3,45

Analyst recommendations

2 analysts · consensus Sell
Buy0
Hold1
Sell1
12-month price target
3,45
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Sell
2 analysts · indicative
Ownership
not yet wired
Profitability
9,0 %
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 RBF.
  • 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 RBF.BK. 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

    R&B Food Supply PCL (RBF.BK) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm is headquartered in Thailand and is primarily listed on the Stock Exchange of Thailand (SET). Specific details regarding its operating segments and geographic revenue mix are not disclosed in the available data.

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

    R&B Food Supply PCL maintains a strong liquidity position, with a current ratio of 4.64 and cash and equivalents amounting to 633.53 million THB. The company's debt-to-equity ratio is 0.04, indicating a conservative capital structure with minimal leverage. Despite a negative free cash flow of -116.62 million THB, the company's operating cash flow of 800.89 million THB supports its liquidity and operational flexibility.

    The company's profitability metrics are robust, with a return on equity (ROE) of 9.05% and a return on assets (ROA) of 7.45%. These figures exceed the typical benchmarks for the food processing industry, suggesting efficient use of equity and assets to generate returns. The operating income of 532.26 million THB and net income of 431.50 million THB further underscore the company's strong earnings performance.

    R&B Food Supply PCL's revenue is concentrated in a single business segment, with no disclosed geographic diversification. The company's total revenue of 4.30 billion THB is derived from its core food processing operations, with no material exposure to external markets or segments. This concentration may limit growth opportunities but also reduces operational complexity.

    The company's growth trajectory is stable, with no significant revenue growth or decline reported in the latest financial period. The capital expenditure of -460.17 million THB indicates ongoing investment in operational infrastructure, which may support future capacity expansion. Analysts have assigned a mean price target of 3.45 THB, with a median of 3.56 THB, reflecting a generally neutral outlook.

    Risk factors for R&B Food Supply PCL are currently low, with no immediate liquidity or dilution concerns identified. The company's low debt levels and strong cash reserves mitigate financial risk. Additionally, there are no disclosed dilution sources in recent filings, and the shares outstanding remain unchanged between basic and diluted measures.

    Recent events and disclosures show no material changes in the company's operations or financial position. The company's latest financial report, filed under verified market data, provides a comprehensive overview of its financial health and strategic direction. Analysts have issued one "hold" recommendation, with no strong buy or sell ratings, indicating a cautious but stable market perception.

    Key takeaways
    • R&B Food Supply PCL maintains a strong liquidity position with a current ratio of 4.64 and significant cash reserves.
    • The company's profitability metrics, including ROE of 9.05% and ROA of 7.45%, are above industry benchmarks.
    • The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification.
    • Analysts have assigned a neutral outlook, with a mean price target of 3.45 THB and one "hold" recommendation.
    • The company's low debt levels and strong cash reserves mitigate financial risk, with no immediate liquidity or dilution concerns.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $4,06
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $4.77B
    Net cash
    $450.6M
    Current ratio
    4.6
    Debt / equity
    0.0
    ROA
    7.4%
    ROE
    9.0%
    Cash conversion
    186.0%
    CapEx / revenue
    -10.7%
    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
    0,27
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-23 · 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 estimate0,27
    Revenueno estimateno estimate4,7B THB
    Operating incomeno estimateno estimate638,0M THB
    Full-year consensus mean (period as reported by source) · consensus in THB. 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 distribution2 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell1
    12-month price target$3,45 · Median $3,56
    Low $2,80High $4,00
    Operating income · consensus638,0M THB
    EPS surprise
    −17,0 %
    reported vs consensus · miss
    Revenue surprise
    −7,8 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$2,80
    Mean$3,45
    Median$3,56
    High$4,00
    Spot$4,06
    −14.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin12,4 %Above P75
    Net Margin10,0 %Above P75
    ROE9,0 %Above median
    Capex / Rev-10,7 %Bottom quartile
    D/E0,04Above P75
    Cash Conv1,86Above median

    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
    • R&B Food Supply PCL Market data — financials · 2026-05-29
    • R&B Food Supply PCL Market data — analyst estimates · 2026-05-29
    • R&B Food Supply PCL Market data — ESG · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    RBF.BKCanonical
    SET (Bangkok) · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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