Ricegrowers Ltd - A deep dive on risk lowers our beta assumption

250 Views02 Oct 2025 16:00

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SUMMARY

Ricegrowers Limited, trading as SunRice (ASX:SGLLV) has been the strongest performing stock across our selected FMCG peer group from a share price perspective since June 2025, rising 66% against a peer average +10% and closest peer (Ebro Foods) +4%.
ASX300 index inclusion (September 2025) appears the driver of the most recent price rally, closing the historical EV/EBITDA multiple discount to peers.
While wary of chasing the share price, we have previously alluded to some wiggle room with the beta we use in deriving our DCF valuation.

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