GAN Shmuel

Produce fruit & vegetable based solutions for food industry.

Sector: FoodMarket cap: NIS 430M
All analyses

Analyses on GAN Shmuel (1)

Gan Shmuel 2025: Price Fell Faster Than Volume Rose, and the Balance Sheet Is Buying Time

Gan Shmuel entered 2026 as a financially strong industrial food exporter, but with profitability that reset sharply once selling prices came down. The core issue is no longer stability. It is whether the company can rebuild margin and turn new investments, especially overseas, i…

March 29, 2026
Follow-up dives

Follow-up dives on GAN Shmuel (3)

Follow-up

Gan Shmuel: The Fair-Value Investment Drag Below Operating Profit

The fair-value investment measured through profit or loss is no longer a side issue in Gan Shmuel's accounts. It has become a recurring capital-allocation drag: USD 6.779 million of expense in 2025 after USD 4.335 million in 2024, with no direct connection to the core juice busi…

March 29, 2026
Follow-up

Gan Shmuel: Thailand as a Raw-Material Shortcut or a Long Capital Sink

Thailand is a strategically logical move for Gan Shmuel because it brings the company closer both to fruit supply and to Asian markets, but at the filing date the project still sits between construction and proof, with about $4.7 million already invested and roughly $2 million o…

March 29, 2026
Follow-up

Gan Shmuel: What the Kibbutz, the Land and the Service Wrapper Really Cost

At Gan Shmuel, the kibbutz is not just the landlord. It is a full operating cost layer that reaches land, labor, officeholders, general services and vehicles, and therefore directly affects margin quality and operating flexibility.

March 29, 2026