Consumer Staples
Select Harvests Limited (SHV)
Select Harvests Limited (ASX: SHV) is an Australia-based agrifood company specializing in tree nut cultivation, processing, and sales. Operating primarily in Victoria, New South Wales, and Queensland, its key products include almonds, pecans, and hazelnuts. SHV also offers farming services and has a small presence in the livestock sector.
Market Cap
A$547M
Shares on Issue
N/A
Price Chart
AI Analysis
Select Harvests Limited currently operates in a challenging yet in-demand market, with recent performance reflecting the impact of weather conditions and global commodity prices. As of its last reported financials, SHV showed moderate revenue growth but faced pressure on margins due to input cost increases. Key metrics include a market cap of A$618M and a long history on the ASX since 1978.
Looking ahead, SHV's growth outlook hinges on successful navigation of climate risks, expansion of high-value nut products, and potential acquisitions to increase scale. Strategic partnerships in Asia-Pacific markets could serve as upcoming catalysts, aligning with the global trend towards healthier food options.
Bull Case
- • Successful diversification into high-demand nut varieties (e.g., pecans, hazelnuts) could significantly boost margins.
- • Strategic acquisitions or JV's in key export markets (e.g., China, India) enhance distribution and pricing power.
- • Investments in precision agriculture technology reduce weather dependency and increase yield per hectare.
Bear Case
- • Prolonged drought or extreme weather events in Australia severely impact crop yields and profitability.
- • Global trade tensions (especially with China) reduce export demand for Australian tree nuts.
- • Rising energy and labor costs erode already thin margins in the farming and processing segments.
Recent Announcements
FY25 AGM Chair Address and Managing Director's Presentation
🚨 Price SensitiveFY25 AGM Chair Address and Managing Director's Presentation
Results of Meeting
FAQs
What does SHV do?
Select Harvests Limited cultivates, processes, and sells tree nuts (almonds, pecans, hazelnuts), and offers related agricultural services in Australia.
Is SHV a good investment?
SHV offers a stable dividend yield and growth potential through diversification and export. However, as a small-cap, it's highly sensitive to weather and global market fluctuations, making it speculative for risk-averse investors.
What drives SHV's share price?
Key drivers include weather reports, global nut commodity prices, trade agreements affecting Australia's exports, and the company's successful execution of its strategic expansion plans.
Key Metrics
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