Select Harvests Limited — Cyborg Score 6/10

Solid
Packaged Foods - Specialty Nuts & Healthy Foods

Strategic Profile

The company holds a portfolio of approximately 9,066 hectares of almond orchards located in Victoria, New South Wales, and South Australia. It exports its products to Asia, Europe, and the Middle East, serving beverage, bakery, confectionery, cereal, snacking, health, dairy, re-packers, and wholesalers sectors.

Cyborg Score Rationale

Select Harvests demonstrates solid fundamentals as a vertically integrated almond producer with diversified orchards and global export reach. However, the stock is currently trading at a significant discount to analyst valuations and faces commodity price volatility headwinds.

Top Insights

  • Vertically integrated from orchards through global sales with 9,066 hectares of owned/leased orchards across three Australian states
  • Analyst consensus shows strong buy rating with average 12-month price target of 5.32 AUD vs. current 3.96 AUD price (34% upside)
  • Trading 63.3% below fair value estimates on Simply Wall St, suggesting potential undervaluation
  • Recognized for exporting quality Australian almonds with premium product portfolio spanning retail and industrial customers

Named Competitors

  • Almond Processing — California-based and international competitors in processed almond products
  • Branded Almond Products — Competing in premium almond snacking and ingredient segments

Recent Developments

  • (November 2025) Received Victorian export excellence award recognizing outstanding work in growing, processing and exporting quality Australian almonds
  • (2025) Analyst coverage increased with multiple price target updates indicating improving outlook
  • (2025) Market capitalization approximately 562-709M AUD with 425 employees

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