Embotelladora Andina Stock: Downside Risks Remain, Reiterate Neutral NYSE:AKO B

Embotelladora Andina has a total of 14 production facilities and over 90 distribution centers and employs more than 18,000 people. Looking at the shareholders list, a group of four families holds a 38% stake, Coca-Cola has 7.3%, and a total of 3.2% of the shares are listed in the USA as American Depositary Receipts (ADRs). Embotelladora Andina has two classes of stock – Series A which allows shareholders to elect 12 of the 14 board members, and Series B which give shareholders an additional 10% in dividends.

  • In Brazil, Rio de Janeiro Refrescos was, in addition to producing and distributing Coca-Cola products, distributing Heineken and Kaiser beer brands and a brand of mineral water.
  • On average, they expect the company’s stock price to reach $18.00 in the next twelve months.
  • Embotelladora Andina SA is a Coca-Cola bottler in Latin America, producing a wide array of beverages including carbonated soft drinks, water, fruit juices, energy drinks, and sports drinks under various Coca-Cola brands.
  • Edasa, which established its headquarters in Córdoba, also acquired full control of Complejo Industrial Pet S.A.I.C. (Cipsa), supplier of plastic bottles for the Coca-Cola system in Argentina, Paraguay, and Uruguay, for $76 million.
  • It also offers fruit-flavored beverages, juices, sports and energy drinks, ice tea, and bottled water.

The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. When the ROIC is higher than the WACC, it implies the company is creating value for shareholders. For the past 12 months, Embotelladora Andina SA’s return on invested capital is 8.21, and its cost of capital is 5.62.

Embotelladora Andina S.A. (Series A) ADR

In Argentina, aside from Coca-Cola products, the operation’s soft drinks were Quatro Pomelo and Quatro Limonada, three Schweppes soft drinks, three Crush soft drinks, and Tai Lima-Limon and Naranja. Embotelladora Andina invested $1 million in 1999 in Chile to offer retailers carrying its beverages–the small sweet shops, kiosks, and bakeries, for example–training in new sales and marketing techniques. 2 Wall Street analysts have issued 12-month price targets for Embotelladora Andina SA ADR Series A’s shares. On average, they expect the company’s stock price to reach $18.00 in the next twelve months. This suggests a possible upside of 61.3% from the stock’s current price. View analysts price targets for AKO.A or view top-rated stocks among Wall Street analysts.

This represents a $0.82 dividend on an annualized basis and a dividend yield of 7.39%. Turning our attention to the balance sheet, debt levels seem manageable, and I don’t expect the company to be affected by rising interest rates significantly for the time being as most of its debt is payable after 2026. As of December 2022, the net financial debt of Embotelladora Andina stood at $731 million and the net debt-to-EBITDA ratio was 1.3x.

  • Andina’s revenues were heading toward $1 billion a year, and the company was employing 6,500 workers, compared with 350 when it was purchased in 1985.
  • 2 Wall Street analysts have issued 12-month price targets for Embotelladora Andina SA ADR Series A’s shares.
  • Embotelladora Andina invested $1 million in 1999 in Chile to offer retailers carrying its beverages–the small sweet shops, kiosks, and bakeries, for example–training in new sales and marketing techniques.
  • Embotelladora Andina, also known as Andina Bottling Co and Coca-Cola Andina, was founded in 1946 and focuses on the bottling and distribution of Coca-Cola (KO) products across Chile, Argentina, Brazil, and Paraguay.

Embotelladora Andina, at the end of 1996, was producing 71 percent of all carbonated soft drinks in Chile and 91 percent of all cola drinks there. In addition to its licensed Coca-Cola beverages, fruit juices and mineral water accounted for 14 percent of Andina’s sales in that country. In Brazil, Rio de Janeiro Refrescos was, in addition to producing and distributing Coca-Cola products, distributing Heineken and Kaiser beer brands and a brand of mineral water. In Argentina, Edasa and Inti were only producing and distributing Coca-Cola beverages. Andina’s revenues were heading toward $1 billion a year, and the company was employing 6,500 workers, compared with 350 when it was purchased in 1985.

Financial Calendars

Inflation in Argentina continues to skyrocket with the latest reading for August crossing the 120% mark. This is likely to put a dent on the consumer confidence and recovery which has seen some understanding responsive web design and responsive design testing bottoming in the early part of the year. AKO generates about 25% revenues from Argentina and we expect volumes to decline mid single digits for H2 until the inflationary pressures subside.

First, several countries in Latin America have undergone significant political regime change over the past two years and we’ve witnessed mass protests across Chile, Brazil, and more recently Peru. This could lead to an outflow of investment from the region which could slow down economic growth. Second, the beverage industry is cyclical in nature and most Latin American countries are expected to register slow GDP growth in 2023.

Other Non-Alcoholic Beverages

The 3-year average annual revenue growth rate of Embotelladora Andina SA is14.3%, which ranks better than 81.05% of 95 companies in the Beverages – Non-Alcoholic industry. The 3-year average EBITDA growth rate is 1.2%, which ranks worse than 62.77% of 94 companies in the Beverages – Non-Alcoholic industry. Investing in profitable companies, especially those that have demonstrated consistent profitability over the long term, poses less risk. A company with high profit margins is also typically a safer investment than one with low profit margins. Over the past twelve months, the company had a revenue of $3.20 billion and Earnings Per Share (EPS) of $0.98. Its operating margin is 12.5%, which ranks better than 67.92% of 106 companies in the Beverages – Non-Alcoholic industry.

Quarterly earnings – Rate of surprise

The company is scheduled to release its next quarterly earnings announcement on Tuesday, October 24th 2023. Click the link below and review options as a strategic investment we’ll send you MarketBeat’s guide to investing in electric vehicle technologies (EV) and which EV stocks show the most promise.

Stocks & Indices

(Edasa), the parent company for the Coca-Cola bottlers in the Mendoza and Rosario territories, for about $45 million. Edasa, which established its headquarters in Córdoba, also acquired full control of Complejo Industrial Pet S.A.I.C. (Cipsa), supplier of plastic bottles for the Coca-Cola system in Argentina, dukascopy: an overview Paraguay, and Uruguay, for $76 million. Although Cipsa held a majority interest in a bottling plant in Buenos Aires, Embotelladora Andina was unable to obtain the franchise in Argentina’s giant metropolis. Coca-Cola awarded the license instead to Mexican-based Fomento Economico Mexicano S.A.

José Antonio Garcés had been an executive in a Said enterprise before branching out into cosmetics and real estate. Alberto Hurtado Fuenzalida, also a seasoned executive and entrepreneur, named the group for a relative who had been president of Chile in the 1920s. The other shares belonged to Vial Espantoso’s heirs and to public stockholders.

Sales per region

The GF Value is a proprietary measure that represents the current intrinsic value of a stock. It is calculated based on historical trading multiples, a GuruFocus adjustment factor based on the company’s past returns and growth, and future estimates of business performance. The GF Value Line provides an overview of the fair value at which the stock should ideally be traded. Embotelladora Andina SA ADR Series A declared a quarterly dividend on Wednesday, August 16th. Shareholders of record on Friday, January 1st will be given a dividend of $0.2062 per share on Thursday, August 17th.

Plenty of fund managers worth their salt, including those who focus on foreign stocks, are out there mining for overlooked or oversold stocks right now. I post my portfolio and shortlist there and you can also find exclusive ideas from our community of investors. I like to focus on undervalued companies that the market is ignoring, like an island of misfit toys. Looking at the 2022 inflation and exchange rate data, we can see that the macroeconomic environment in Argentina and to some extent Chile was challenging, but the Brazilian real was strong. This gave a boost to the revenues of Embotelladora Andina when measured in U.S. dollars and Chilean pesos. Balance sheet position remains strong with the company ending with total cash balance of $350 mn ($311 mn in cash and $38 mn in investments) with a Net Debt/ EBITDA of just 1.5x.

The company was also affected by COVID-19 lockdowns and production is now at pre-pandemic levels. Overall, sales volumes have been increasing by around 5% year on year, mainly thanks to the addition of new products. AKO had a stellar run through August with its share prices soaring over 50% for the year, however, with recovery stumbling in Argentina and normalizing growth in Brazil (sales and volume growth decelerating sequentially), the ticker receded. We believe the current valuation provides a balanced risk reward with downside pressure as a result of elevated commodity costs and reiterate our hold rating. Andina posted mixed Q2 results with revenues growing 3.8% YoY largely in line with consensus results. The growth was driven by 1.8% growth in volumes along with modest benefit of pricing actions.

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