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Analyses on GAD Dairies (5)
- May 4, 2026
- March 28, 2026March 28, 2026
- Follow-up
Mahlabot Gad: Timorim, the Triple-Net Lease, and What Really Happens to the Cost Base
In Timorim, Mahlabot Gad's value layer sits farther out in time than its commitment layer. Before NIS 13 million to NIS 17 million of annual net savings, the company must clear a condition precedent, enter a 24-year-11-month Triple Net lease, and fund NIS 180 million to NIS 200…
G - Follow-up
Mahlabot Gad: Weiler, Strauss, and Whether the Plant-Based Engine Arrives With a Revenue Hole
Weiler looks like the right strategic acquisition for Gad, but not like a ready-made growth engine. Gad is buying a profitable platform with capacity, a dairy-substitutes line, and category know-how, but also with a known revenue hole because most of Weiler's dairy-substitutes a…
G - Follow-up
Mahlabot Gad: What Really Remains After the IPO, the Dividend, and the Next Commitments
The IPO erased Mahlabot Gad's bank debt, but it did not create a large free cash pool. At the end of 2025 the company had NIS 63.4 million of cash and deposits, of which NIS 46 million was already earmarked for Weiler, while Timorim still requires NIS 180 million to NIS 200 mill…
G Mahlabot Gad 2025: Net Profit Rose, but the 2026 Test Sits in Timorim and Weiler
Mahlabot Gad is entering 2026 with a core business that is still growing and with a much cleaner balance sheet, but most of the earnings improvement in 2025 came from debt removal and lower financing cost, not from a sharp improvement in the operating economics. The company now…
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