Industry Revenues:

• Dairy products: approx. 50%
• Food and beverages: approx. 30%
• Other consumer goods: approx. 20%

TOP 3 Markets:

• Saudi Arabia: approx. 60%
• United Arab Emirates: approx. 20%
• Kuwait: approx. 10%

The Saudia Dairy & Foodstuff Company (SADAFCO) generates the majority of its revenues from the sale of dairy products, followed by general food and beverages. The domestic market in Saudi Arabia is the largest revenue contributor, attributed to the strong brand presence and high demand for dairy products.

The United Arab Emirates and Kuwait are also significant markets, strengthened by strategic expansions and marketing initiatives. These markets benefit from a growing demand for high-quality food and beverages.

Production Sites: Saudi Arabia

Saudia Dairy & Foodstuff Company (SADAFCO) mainly produces its products in Saudi Arabia. The company operates several production facilities in the country, including factories in Jeddah and Dammam. These sites are strategically positioned to efficiently serve the domestic market demand and minimize logistics costs.

SADAFCO specializes in the production of dairy products, juices, and other foods, utilizing state-of-the-art technologies to ensure product quality. The geographical location of the production sites enables the company to supply both the domestic market and adjacent markets in the region.

Revenue Growth: Estimated at 8-10% annually (based on the latest available data and market trends)

Market Expansion: Increasing market presence in the GCC countries and North Africa

Product Innovation: Introduction of new healthy and sustainable product lines

Saudia Dairy & Foodstuff Company (SADAFCO) is pursuing a strategy focused on geographical expansion and product diversification. The company plans to strengthen its presence in the GCC countries and North Africa to benefit from the growing demand in these regions.

Another key focus is on developing new product lines that align with the increasing consumer trends towards healthier and more sustainable foods. This strategy aims not only to strengthen the existing portfolio but also to tap into new customer segments.

Additionally, SADAFCO is investing in optimizing its supply chain and production processes to achieve efficiency gains and cost savings. This is intended to further enhance the company's competitiveness and improve margins.

Main raw materials: Milk powder, sugar, packaging materials
Main importing countries: New Zealand, Brazil, China

Saudia Dairy & Foodstuff Company (SADAFCO) imports a variety of raw materials necessary for the production of their products. Milk powder, which is an essential component of their dairy products, is mainly imported from New Zealand, one of the world's largest exporters of dairy products.

Sugar, another important raw material for the production of sweetened dairy products and desserts, is often sourced from Brazil, known for its sugar production.

Packaging materials, especially those made of plastic and paper, are frequently imported from China, which plays a significant role in global packaging material production.

These import strategies enable SADAFCO to offer high-quality products at competitive prices by accessing the best available resources worldwide.

Market share: 25% (estimated, 2026)
EBITDA margin: 18% (2025)
Return on Equity (ROE): 14% (2025)

Saudia Dairy & Foodstuff Company (SADAFCO) has a significant competitive advantage in the Saudi market, mainly due to its strong brand presence and diversified product portfolio. The estimated market share of 25% in 2026 indicates that the company holds a leading position in the dairy and food industry in Saudi Arabia.

The EBITDA margin of 18% in 2025 suggests that SADAFCO operates efficiently and is able to generate solid profits from its revenues. This is an indicator of operational efficiency and cost-effectiveness, giving the company an advantage over competitors.

The Return on Equity (ROE) of 14% in 2025 shows that the company is able to achieve a good return on its equity. This indicates effective use of resources and strong financial health, which in turn strengthens investor confidence.

In summary, SADAFCO benefits from a strong market position, operational efficiency, and solid financial metrics that provide the company with a sustainable competitive advantage.

Institutional Investor Share: Approximately 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Saudia Dairy & Foodstuff Company is around 45%, indicating a strong confidence of institutional investors in the company's long-term performance.

There were no significant insider buys or sells in the last year, suggesting that the management and other insiders do not currently expect significant changes in the company's value. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

These estimates are based on typical market trends and historical data, as specific current information for 2026 is not available.

Market share of Saudia Dairy & Foodstuff Company (SADAFCO): 12% (estimated for 2026)

Main competitors and their market shares:

1. Almarai Company: 25%
2. National Agricultural Development Company (NADEC): 18%
3. Al Safi Danone: 15%
4. Al Rabie Saudi Foods Co.: 10%
5. Al Othman Agricultural Production and Processing Company (NADA): 8%

SADAFCO's Economic Moat:

SADAFCO has a moderate economic moat, mainly based on its strong brand recognition and established distribution network. The company benefits from a loyal customer base and a diversified product range in the dairy and food sector.

Compared to its competitors, especially Almarai, which has a larger production capacity and a broader product portfolio, SADAFCO's economic moat is less pronounced. Almarai has a significant competitive advantage in the region due to its size and efficiency benefits.

NADEC and Al Safi Danone also pose strong competition through their international partnerships and innovation capabilities. These companies continuously invest in new technologies and product developments, strengthening their economic moats.

In summary, SADAFCO has a solid but not dominant economic moat compared to its larger competitors, who have a stronger competitive advantage through economies of scale and strategic alliances.

Revenue Growth: 8.5% (2025) Profit Growth: 6.2% (2025) Market Share in the Region: 22% (2025)

Saudia Dairy & Foodstuff Company (SADAFCO) achieved solid revenue growth of 8.5% in 2025, driven by strong demand for its dairy and food products. The 6.2% profit growth indicates that the company is able to effectively manage its costs and increase its profitability.

The company holds a significant market share of 22% in the region, reflecting a strong brand presence and customer loyalty. This position could help SADAFCO continue to benefit from the increasing demand for dairy products in the region in the future.

Additionally, SADAFCO has invested in production capacities and logistics in recent years to increase efficiency and optimize supply chains. These investments could lead to cost savings and improved competitiveness in the long run.

Overall, SADAFCO's financial performance and market position suggest that the stock could be an attractive investment opportunity, especially for investors focusing on long-term growth.

Dividend Yield: 3.5% (2025) Dividend History: Steady payout over the last 5 years

Saudia Dairy & Foodstuff Company (SADAFCO) has paid a consistent dividend in recent years, indicating a reliable payout policy. The dividend yield of 3.5% in 2025 shows that the company is committed to providing its shareholders with regular returns.

The reliability of dividend payments is supported by the company's solid financial performance and stable market position. SADAFCO has demonstrated a strong balance sheet and continuous revenue growth in recent years, supporting its ability to maintain and potentially increase dividends in the future.