Renuka Foods Plc

COCO.N0000Fairly valued

Consumer & Retail · Food: Major Diversified

Renuka Foods PLC is a Colombo Stock Exchange listed holding company for food and beverage businesses that owns, directly or indirectly, investments engaged in agri-business and fast-moving consumer goods (FMCG).

COCO shares are up 104.4% over the past year and last closed at Rs 22.20 on Sep 30, 2026.

Voting
Rs 22.20
+0.91%
Price history
+104.36%

Monthly seasonality

Monthly total returns by year and calendar month
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+36.3-4.2-14.7+1.4+0.7-12.2-13.5+19.1-17.6+0.0+0.0+0.0
2025+12.3-11.6-14.7+9.1+12.5-5.2+16.4+27.5+12.6+13.1+69.4+27.1
2024-3.0-0.6-11.9+18.5-9.4-8.9-4.1-8.5+4.6+2.7-5.2+18.2
2023+10.6-8.3+0.0-7.3-1.0-8.4+20.5-3.6-11.5-3.7-5.6-2.9
2022+9.6-12.7-23.0-4.5+4.8-12.3+15.6+46.8+57.2-24.7-10.0-11.1
2021-4.5-15.8-12.5+2.4-2.3+4.8+6.1-10.7+5.6+3.8+25.5+21.5
2020-3.1-8.9-19.7+0.0+0.0-2.1+7.3+6.1+17.3-16.4+12.4+4.1
2019+21.4-6.5-8.8+0.7+0.0+1.4+14.9+3.5-1.7+6.9+10.3-3.9
2018-6.4+5.6-4.7+3.1-1.2-11.6-3.4+0.0-4.3-4.5+9.4+0.0
2017-3.6-1.1-2.7+16.0-4.8-3.5-4.7+2.7-5.3+7.3-4.2-7.1
2016-11.4-3.2-13.3+12.5-1.7-11.7+10.3+0.0-1.8-0.9-8.3-2.5
2015+4.9-0.4-11.1+10.1+2.6-7.5+7.7-3.6+0.7+1.5+1.8+0.0
2014+6.1-7.4-0.6-0.6+3.1-1.2+9.2+19.1+3.3-4.6+19.6+6.8
2013-45.1-7.0-3.2+18.9+5.6-10.6-9.9-12.1+5.6+2.4-7.5+3.1
2012+0.0+0.0+0.0-0.6-23.1+21.0-1.7+13.0+14.1-28.3-20.5+4.0
Average+1.7-5.9-10.1+5.7-1.0-4.5+4.7+6.6+5.3-3.3+6.2+4.1
ASPI average+3.1-2.7-4.7+2.0+0.2+0.8+3.1+2.2+3.2-0.1+1.0+3.0
Median+0.9-6.7-11.5+2.7-0.5-7.5+7.3+2.7+3.3+0.3-1.2+1.6
% up50%7%0%71%43%20%60%53%60%50%50%50%
P/E
13.7
P/B
1.24
EPS
Rs 1.62
Div Yield
0.85%
Market Cap
Rs 8.3B
Beta
0.81
ROE
8.7%
Op Margin
6.0% (+1.4pp)

Fundamentals

LineFY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
Revenue
Rs 18.0B
+31.0%
Rs 13.8B
-2.9%
Rs 14.2B
-17.3%
Rs 17.1B
+60.2%
Rs 10.7B
+23.4%
Rs 8.7B
+10.9%
Rs 7.8B
-4.5%
Rs 8.2B
+8.4%
Operating profit
Rs 1.2B
Rs -76.0M
Rs -166.9M
Rs 1.5B
+85.0%
Rs 804.9M
Rs -284.0M
Rs 416.8M
-37.4%
Rs 665.7M
+353.7%
Net profit
Rs 669.1M
turned profitable
Rs -377.4M
loss narrowed
Rs -799.1M
fell into loss
Rs 499.5M
-31.9%
Rs 733.3M
turned profitable
Rs -384.9M
fell into loss
Rs 238.9M
-23.9%
Rs 313.8M
turned profitable
EPS
1.62
-1.94
-4.89
3.00
-33.6%
4.52
-1.50
1.11
-25.0%
1.48

Compared with the same period a year earlier.

Per-share figures are as reported, not adjusted for splits.

Recent dividends

  • 2026 · first and finalRs 0.10
  • 2026Rs 0.09
  • 2022 · first and finalRs 0.41
  • 2020 · first and finalRs 0.35
  • 2019 · first and finalRs 0.35
  • 2017Rs 0.35
  • 2016Rs 0.35
  • 2014Rs 0.30
Peer comparison6 peers in Consumer & Retail
Rs 5,010.00
P/E
27.5
P/B
4.69
ROE
17.05%
Yield
1.46%
COCO.N0000 · this company
Rs 22.20
P/E
13.7
P/B
1.24
ROE
8.73%
Yield
0.85%
Rs 1,952.00
P/E
7.4
P/B
1.30
ROE
17.56%
Yield
0.41%
Rs 17.90
P/E
17.7
P/B
1.51
ROE
8.50%
Yield
2.79%
Rs 161.25
P/E
17.2
P/B
1.93
ROE
11.26%
Yield
2.91%
Rs 14.70
P/E
54.4
P/B
4.50
ROE
8.55%
Yield
1.33%
TESS.N0000
Rs 1.80
P/E
34.2
P/B
2.69
ROE
5.81%
Yield
0.00%
Peer median · 6 companies
P/E 22.6P/B 2.31Yield 1.40%

About Renuka Foods Plc

Renuka Foods PLC is a Colombo Stock Exchange listed holding company for food and beverage businesses that owns, directly or indirectly, investments engaged in agri-business and fast-moving consumer goods (FMCG). The Group operates a portfolio of operations across plantation sourcing, food and beverage manufacturing, international trade and domestic distribution. The Group’s operations are organised into Agri Food Exports and Consumer Brands: the Agri Food Exports activities include manufacturing and organic plantation operations focused on value‑added coconut products sourced from Sri Lankan plantations, while the Consumer Brands activities cover dairy and FMCG manufacturing and distribution. Named product ranges referenced in the report include the Renuka coconut product range and the Renuka Captain and Plaza canned fish brands. Renuka operates primarily in Sri Lanka with an established out-grower farmer network and engages with both domestic and international markets through exports, foodservice and retail channels.

AI analysis

neutral

Evidence points to a neutral view: June profit rose 171.5% as margins widened, but the shares are expensive against their own book-value record. Balance-sheet leverage remains material.

Read the full report (Sep 25, 2026) →

News sentiment

Describes news flow, not a forecast
Last 30 days
Positive news flow

5 articles in 30 days: 4 positive, 1 negative, 0 neutral.

24 months positive negative 3-month net
Aug 26: 3 articles, net +0.67Sep 26: 3 articles, net +0.82Oct 24Feb 25Jun 25Oct 25Feb 26Jun 26
Recent news
View all news →
EconomyNext·Sep 25, 2026·Market commentaryNegative
Sri Lanka stocks open up, ASPI gains 0.18-pct

Colombo Stock Exchange opened higher: ASPI up 0.18% (37.48 pts) at 21,104.37 and S&P SL20 up 0.46% at 5,970.10, with turnover Rs 43.59m. Singer Finance set rights-issue and EGM/XR dates; Pan Asia Banking plans to raise up to Rs 5bn via listed debentures opening Oct 1, 2026.

Daily FT·Sep 4, 2026·Market commentaryNegative
CSE ends 0.33% on the up, rebounds on easing T-Bill yields

The Colombo ASPI rose 0.33% (69.47 pts) to 21,395.11 as investor sentiment improved after weekly T‑Bill yields fell; turnover was over Rs.2.4bn and foreign investors were net buyers of Rs.68.3mn. Top positive contributors included CINS, HAYC, RCL, DIPD and AEL, while JKH, BIL, BREW, HNB and CARS weighed on the index.

Interest Rates

Consumer & Retail sector: what is happening

Last 14 days to Sep 30, 2026

Consumer retail faced pressure from accelerating food, transport and housing inflation, with petrol a major contributor to the rise in national prices and purchasing power weakened by higher energy costs and tax hikes. Wholesale and retail activity nevertheless helped drive faster services-sector expansion in August. Specialist retail also consolidated as Blink International acquired Wrist Lab, combining retail, distribution and after-sales networks.

Auto-generated from 8 sector news articles over 14 days. Not investment advice.