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Analyses on Neto Malinda (4)
- May 28, 2026
- April 1, 2026April 1, 2026
- Follow-up
Neto Melinda: Tal Hal, growth engine or dependence with a governance cost
In 2025 Tal Hal remained a material growth engine for Neto Melinda's local market activity, but the larger the agreement became the more governance maintenance it required: a higher indexed fee, concentration limits already being tested close to the line, and a derivative claim…
- Follow-up
Neto Melinda: where exactly did 2025 cash get stuck
In 2025 Neto Melinda’s cash got stuck mainly in aggressive working capital: a faster inventory build, nearly ILS 300 million of goods in transit and advance payments, and a trade-credit structure of 72 customer days versus 32 supplier days, while dividends kept pressuring cash.
Neto Melinda: profit grew, but the balance sheet funded the growth
Neto Melinda ends 2025 with a real operating improvement, but the thesis now depends on whether it can pull working capital back toward a more normal level without losing margins or sales momentum.
