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Select Harvests Ltd - Driving the competitive positioning

93 Views07 Aug 2026 08:00
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SUMMARY
  • Select Harvests Ltd (ASX:SHV) is one of Australia’s largest almond growers, processors and sellers, with an extensive orchard footprint (Riverland, Sunraysia and Riverina) and increasing third-party volume processing.
  • We recently initiated coverage on SHV (RaaS July-26), and focus further on the competitive cost-positioning and export dynamic, which we see supporting SHV’s growth.
  • This is based on its lower-quartile almond growing costs of $7.33/kg (normalised estimate), vs. California ~9.69/kg.
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  • Select Harvests Ltd - Driving the competitive positioning
    07 Aug 2026
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