Convenience Foods Lanka PLC

SOY.N0000Moderately undervalued

Consumer & Retail · Food: Major Diversified

Convenience Foods (Lanka) PLC (CFL) is a Sri Lankan food manufacturer and marketer, and a subsidiary of the CBL Group, focused on the manufacture and marketing of Textured Soya Protein (TSP) and a range of convenience food products.

SOY shares are down 2.3% over the past year and last closed at Rs 1,952.00 on Sep 30, 2026.

Rs 1,952.00
+0.00%
Price history
-2.30%

Monthly seasonality

Monthly total returns by year and calendar month
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+10.7+10.3-11.0+9.8-4.8+0.5-3.0-10.1-3.8+0.0+0.0+0.0
2025+36.1-4.5+3.9+8.5-4.3+1.1+18.5+15.7+7.1+14.6-7.2+0.4
2024-2.0-6.3+3.4-1.4-4.6-1.7+8.7-13.9-2.0+5.6+7.2+8.2
2023+0.0-9.1-0.4+0.9-1.3+0.0+0.0-2.0-3.3-0.2+0.0+0.0
2022+19.8-10.5-33.7+0.0+0.0-6.4-9.2+20.0-8.2-0.1+18.2+0.0
2021+4.5+4.2-0.4-0.4-11.2+6.5+6.5-15.8-2.9-0.1+7.9+13.6
2020+0.0+0.0+0.0+0.0+0.0+16.5+23.0+22.6-4.6+4.0+48.8+19.6
2019-7.9-4.5-18.3-4.8+20.0-1.8+1.6+1.3-5.9+18.6-11.4+0.0
2018-7.7+17.5+7.5+4.7+17.8+1.3-1.3+3.6-8.9+0.0+0.0-1.0
2017+0.0+11.1-11.5+13.3+2.5-2.4-11.8+23.2-13.4+18.8-1.3-1.6
2016-4.9-7.0-8.8+9.6+0.0-2.5+3.8+1.2-2.4-17.5+2.7+0.0
2015+1.0+27.4-5.6+6.2+22.9+7.0+0.0+0.1-7.7+10.3+6.4-9.4
2014+2.2-9.7+3.4-4.2+2.9-2.4+13.8+13.1+7.3+0.4+1.6-4.7
2013-3.6-7.5+16.3+53.7+8.8-12.9-7.8+6.3+2.1+17.6-10.4+2.4
2012+0.0+0.0+0.0+5.8-20.1+14.3-4.1-4.9+3.3-2.6-10.6-2.6
Average+4.4+0.9-4.3+7.8+2.2+1.2+2.8+4.0-2.9+5.3+4.0+2.3
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+1.0-4.5-0.4+5.8+0.0-0.6+0.8+1.3-3.3+4.0+1.6+0.0
% up55%38%38%69%46%50%50%67%27%62%54%45%
P/E
7.4
P/B
1.30
EPS
Rs 264.58
Div Yield
0.41%
Market Cap
Rs 5.4B
Beta
0.03
ROE
17.6%
Op Margin
8.7% (-5.0pp)

Fundamentals

LineFY2026FY2025FY2024FY2023
Revenue
Rs 6.9B
+1.3%
Rs 6.8B
+8.5%
Rs 6.3B
-21.7%
Rs 8.0B
Operating profit
Rs 900.5M
+9.7%
Rs 821.3M
+106.6%
Rs 397.5M
-56.8%
Rs 920.4M
Net profit
Rs 759.7M
+17.4%
Rs 647.2M
+185.5%
Rs 226.7M
-56.5%
Rs 520.5M
EPS
276.26
+17.4%
235.33
+185.5%
82.42
-56.5%
189.27

Compared with the same period a year earlier.

Parent company only. Subsidiaries are not included.

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

Recent dividends

  • 2026 · first and finalRs 8.00
  • 2025 · first and finalRs 6.70
  • 2024 · first and finalRs 4.70
  • 2023 · finalRs 4.70
  • 2022 · finalRs 3.50
  • 2021 · finalRs 10.00
  • 2020 · finalRs 5.50
  • 2019 · finalRs 4.50
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
Rs 22.20
P/E
13.7
P/B
1.24
ROE
8.73%
Yield
0.85%
SOY.N0000 · this company
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 Convenience Foods Lanka PLC

Convenience Foods (Lanka) PLC (CFL) is a Sri Lankan food manufacturer and marketer, and a subsidiary of the CBL Group, focused on the manufacture and marketing of Textured Soya Protein (TSP) and a range of convenience food products. The Company pioneered TSP in Sri Lanka under the Lankasoy brand and has expanded its product portfolio to include cereals, snacks, salt, coconut milk and spices. CFL markets over 100 SKUs across multiple brands including Lankasoy, Sera, Tetos and Nutriline and operates with multiple quality and food safety certifications (ISO 9001, 14001, 22000, 45001, 50001, GMP, HACCP and SLS for soy products). The business emphasises product quality, innovation, sustainability and workplace development. The Company’s operations and value chain cover sourcing, production and distribution within Sri Lanka, with registered and principal business addresses in Pannipitiya and Ratmalana respectively.

AI analysis

bullish

Annual net profit grew 17.4%, but the latest quarter's operating margin was 8.7%, making margin recovery the central tension. Low leverage and below-sector valuation support a positive stance.

Read the full report (Aug 17, 2026) →

News sentiment

Describes news flow, not a forecast
Last 30 days
Not enough news to read

No scored news in the last 30 days.

24 months positive negative 3-month net
Jul 25: 1 articles, net +1.00Jun 26: 1 articles, net +1.00Jul 24Nov 24Mar 25Jul 25Nov 25Mar 26
Recent news
View all news →
EconomyNext·Jun 30, 2026·Market commentaryPositive
Sri Lanka stocks down in intra-day trading, utilities lead turnover

Colombo Stock Exchange ASPI fell 0.45% midday to 22,309.09 with turnover of 951.8 million rupees, utilities contributing 448.6 million. Convenience Foods Lanka authorized an 8.00 rupee first-and-final dividend and Tokyo Cement proposed a 2.50 rupee first-and-final dividend.

CSE filing·Jun 30, 2026Positive
First & Final Dividend

Dividend · Rs 8.00 · XD Aug 14, 2026

First And Final dividend of LKR 8/share; XD 2026-08-14; record 2026-08-16; payable 2026-09-04; FY 2026

Consumer Staples (FMCG)
Daily FT·Aug 23, 2025·Promotional / marketingPositive
Profood Propack & Agbiz 2025 opens at BMICH

Profood Propack & Agbiz 2025 opened at BMICH in Colombo; sponsors include Cargills (CARG.N0000) and Convenience Foods Lanka (SOY.N0000). The exhibition focuses on food processing, packaging and SME support to foster industry partnerships and market access.

Consumer Staples (FMCG)
Ada Derana·Aug 18, 2025·Promotional / marketingPositive
Knowledge Hub to Drive Innovation at Sri Lanka’s Landmark Food Industry Expo Profood Propack & Agbiz 2025

Profood Propack & Agbiz 2025 will be held 22–24 Aug 2025 at BMICH, Colombo, with an expanded Knowledge Hub including a Consumer Assistance Desk and new Industry Help Desk. Platinum sponsors include Cargills Ceylon PLC and the event targets SME support, trade links and commercialisation of food-processing innovations.

Consumer Staples (FMCG)

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.