TBS Trading Update Neutral

TIGER BRANDS LIMITED - Voluntary Trading Update for the four months ended 31 January 2026

Tiger Brands Limited
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What this filing means

Tiger Brands reported robust 5% volume growth and maintained double-digit margins for the first four months of FY26, though price deflation and a struggling personal care unit weigh on the outlook.

Bull case

  • Robust volume growth of 5% in adjusted continuing operations, particularly in Culinary and Milling & Baking.
  • Maintenance of double-digit operating margins through gross margin leverage and logistics optimization.

Bear case

  • Evidence of pricing power erosion with adjusted revenue facing 3% price deflation as the company prioritizes volume.
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Category
Trading Update
Published
Feb 26, 2026

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