Equity Brief · Consumer Defensive2026-10-27
SAVE.PA·Consumer Defensive

Savencia SA

I · AI Analysis

The brief

Savencia produces and distributes dairy products and cheese across France, Europe and international markets [Yahoo Finance]. The company sells specialty and branded cheeses (Caprice des Dieux, Saint Agur, Chavroux, Le Rustique), butter, cream and dairy ingredients to retailers and food service operators [Yahoo Finance]. It employs roughly 22,680 people and was founded in 1956, operating as a subsidiary of Savencia Holding [Yahoo Finance].

Savencia SA is a French dairy and cheese producer with trailing-twelve-month revenue of EUR 7.0B through 30 June 2026 [Yahoo Finance]. The company operates over twenty brands including Caprice des Dieux, Saint Agur and Chavroux, selling to retail and food service customers in France and internationally [Yahoo Finance]. Recent news shows over 600 milk producers in western France had their contracts broken by the company, creating a significant supply-chain conflict [Ouest-France].

Savencia shows moderate profitability with low debt and mixed earnings quality, though forward earnings estimates suggest a sharp improvement ahead.

The brief AI analysisConfidence 5/10

Sentinellis health

Moderate concerns

6.3/10

7.5+ strong · 4.5–7.5 moderate · under 4.5 weak

Profitability

16% of score3.3/10
Net margin+1.0%· need ≥ 1.3%, the lower third of food in our libraryGross margin+35.0%

Returns on capital

16% of score0.0/10
ROIC+4.2%· need > 10%Return on equity+3.9%· need > 12%

Growth & momentum

11% of score10.0/10
Revenue growth+2.6%Operating margin trend—· no data

Balance sheet

32% of score6.7/10
Current ratio1.2x· need > 1.2xNet debt / EBITDA2.5xInterest coverage4.1xDebt / equity0.79

Cash generation

16% of score10.0/10
Free cash flowEUR 59.4MCash vs reported profitEUR 313.9M vs EUR 74.7M

Value creation

11% of score10.0/10
ROIC vs cost of capital+0.9pp

Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.

Market capitalisation

EUR 722.4M

Revenue (TTM)

EUR 7.0B

Explainers

How we read these numbers

Plain-English guides · no account needed

II · Recent news

What moved

3 stories · ranked by relevance

  • Company2026-10-23

    ait Baie & Bocages développe de nouveaux contrats pour ses producteurs en conflit avec Savencia - Web-agri.fr

    web-agri.fr

  • Company2026-10-22

    Du mieux mais prudence sur la fin d'année chez Savencia - Les Echos

    Les Echos

  • Company2026-10-23

    Un coup de tonnerre : plus de 600 producteurs de lait de l’Ouest fragilisés par la rupture de leur contrat avec Savencia - Ouest-France

    Ouest-France

Premium · Free with any account

Savencia broke contracts with more than 600 milk producers in western France, creating supply-chain instability and potential reputational damage in a key sourcing region [Ouest-France]

1 of 5 risks in this report

Risks

5

Opportunities

5

Red flags

1

Leadership

4

10 more findings in the full report — free with any account.

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III · Related

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Produced 27 Oct 2026, 10:42 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated