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← CockpitCompetitor Analysis › SGLLV.AX Ricegrowers Ltd. Class BOpen in the cockpit ↗

Ricegrowers Ltd. Class BSGLLV.AXCompetitor analysis, valuation and peers

Australia · AUD·Industrials›Wholesale Distributors
Momentum leader 89
Mkt cap
$730M
US dollars, full cap
Free float
84%
of shares outstanding
$/day
$571,279
20-day average traded
Fwd P/E
19.8×
forward earnings
ROIC−WACC
+2.9 pp
WACC 6.4%
Hurdle
-16 pp
Req g minus delivered
Next earnings
41 days
17 Dec 2026
Close · AUDA$15.22
1D+0.7%
1W+5.7%
1M+19.4%
3M+10.4%
6M+24.2%
YTD-8.4%
1Y-3.3%
ATR %2.8%
52w lowhigh14.5% off high

What Ricegrowers does

Employees: 2,300

Ricegrowers at a glance

Size Ricegrowers (SGLLV.AX) is an Australia Industrials company (Wholesale Distributors) with a market value of $730M, the 222nd largest of 316 Australia companies the cockpit tracks. Shares closed at A$15.22 on 6 Nov 2026.

Performance Over six months the shares gained 24.2%, against -15.5% for the median peer and +4.1% for the Australia market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue fell 2.4% over the last twelve months (peer median +6.8%); the operating margin is 6.2% (peer median 4.8%).

Valuation It trades at 19.8× forward earnings against a peer median of 11.4× (3rd most expensive of 13).

Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -16 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.9 points above its cost of capital (6.4% WACC).

Next results Next results expected around 17 Dec 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026SGLLV.AX 124Peer median 82
Six months, rebased to 100: Ricegrowers against the median of its 20 peers (local-currency closes).

Ricegrowers financials

Reported figures in AUD; fiscal year ends 2026-04-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueA$1.80BA$1.80BA$1.84BA$1.87BA$1.63B
Revenue growth—-2%-2%+15%—
Gross profitA$233MA$233MA$238MA$235MA$186M
EBITDAA$145MA$141MA$155MA$143MA$115M
Net incomeA$70.7MA$70.7MA$68.4MA$63.1MA$52.6M
Free cash flowA$105MA$105MA$73.6MA$80.6M-A$68.7M
Capital expenditureA$36.6MA$36.6MA$42.8MA$22.8MA$20.1M
Total debtn/aA$195MA$285MA$257MA$366M

Quarterly statements and history in the cockpit →

Ricegrowers competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%+10%001376982460027981176010619832600084ACOMO6033536009810006528074001316600081001740300918G92MMGR-BTHEPSGLLV.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Ricegrowers is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%10×20×30×40×982481176010619832ACOMO003380001316001740300918G92MMGR-BTHEPSGLLV.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Ricegrowers is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%001376982460027981176010616009818074003380600081G92MMGR-BTHEPSGLLV.AXGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Ricegrowers is the large dot.

Ricegrowers competitors and peer comparison

How Ricegrowers compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Ricegrowers against its 20 peers (data as of 6 Nov 2026)
MeasureSGLLV.AXPeer medianRank in peer set
1-month return+19.4%-3.9%highest of 21
6-month return+24.2%-15.5%highest of 21
Distance from 52-week high-14.5%-37.7%3rd highest of 21
Revenue growth (TTM)-2.4%+6.8%7th lowest of 21
Operating margin6.2%4.8%9th highest of 21
Forward P/E19.8×11.4×3rd most expensive of 13
Growth the price implies (Req g, 7 yrs)-4.4%-2.2%5th least demanding of 14
Growth delivered (Del g)+12.0%+11.0%5th highest of 14
Hurdle (Req g minus delivered)-16.4 pp-14.5 pp7th least demanding of 14
ROIC minus cost of capital+2.9 pp-0.5 pp9th highest of 21
EV / EBITDA8.5×7.0×3rd most expensive of 7
Net debt / EBITDA1.0×-0.7×5th most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Ricegrowers SGLLV.AXAustralia$730M+24%-2%6%19.8×-4.4%+12.0%
Jiangxi Bestoo Energy 001376.SZChina$734M-34%+10%22%n/a-2.1%+17.4%
Senshu Electric 9824.TJapan$736M+17%+13%7%12.4×-5.1%+12.8%
Chongqing Port 600279.SSChina$744M-14%+9%5%n/a1.5%-2.5%
Central Automotive Products 8117.TJapan$716M+7%+14%24%11.2×-3.4%+11.1%
CITIC Metal 601061.SSChina$706M-32%+19%1%12.4×-22.1%+13.0%
Autobacs Seven 9832.TJapan$758M+1%+9%5%10.5×n/an/a
CITIC Niya Wine 600084.SSChina$701M-22%+5%-17%n/an/an/a
Acomo ACOMO.ASNetherlands$765M-13%-3%7%10.6×n/an/a
Hunan Heshun Petroleum 603353.SSChina$684M-38%-10%-2%n/an/an/a
Jiangsu Soho High Hope 600981.SSChina$780M-19%+2%0%n/a31.9%+8.5%
Tianjin TEDA Resources Recycling 000652.SZChina$683M-27%-66%3%n/an/an/a
Yuasa 8074.TJapan$789M-1%+5%3%n/a-14.7%+4.7%
Harim 003380.KSSouth Korea$790M-16%+10%7%5.2×-2.2%+11.3%
Lubair Aviation Technology 001316.SZChina$672M-25%+32%20%17.5×-0.8%+11.0%
Dongfeng Electronic Technology 600081.SSChina$795M-15%-15%3%n/a2.3%-3.6%
SK Networks 001740.KSSouth Korea$804M-4%-4%1%9.9×n/an/a
Shandong Nanshan Fashion Sci-Tech 300918.SZChina$808M-24%+40%5%38.9×n/an/a
China Aviation Oil (Singapore) G92.SISingapore$815M-39%-8%0%8.3×-11.7%+8.2%
Momentum MMGR-B.STSweden$650M+14%+6%10%29.4×3.8%+21.2%
Thermador Groupe THEP.PAFrance$646M-9%+8%12%11.7×-2.4%+4.9%

Questions

Which companies are Ricegrowers's closest peers?
The cockpit's peer set: Jiangxi Bestoo Energy (001376.SZ), Senshu Electric (9824.T), Chongqing Port (600279.SS), Central Automotive Products (8117.T), CITIC Metal (601061.SS), Autobacs Seven (9832.T), CITIC Niya Wine (600084.SS), Acomo (ACOMO.AS).
Is Ricegrowers expensive compared with its peers?
On forward p/e it trades at 19.8× against a peer median of 11.4×, 3rd most expensive of 13 in its peer set. For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -16 pp: the price already allows for a slowdown.
How has Ricegrowers stock performed?
Over six months to 6 Nov 2026 the shares returned +24.2% against -15.5% for the median peer; over one year -3.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.