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Kourosh Food Industry Under the Microscope: The Stock 6.4x'd in a Year, Yet Its P/E Stayed in Line With the Sector (July 2026)

Sahmino editorialJul 22, 2026Short01:381 views
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In its last recorded trade, on 21 July 2026, Kourosh Food Industry (ticker "Ghakouresh") closed at its daily ceiling at a final price of 19,130 rials, roughly 6.4 times its level a year earlier. Yet its price-to-earnings ratio is estimated near 6.4, almost in line with the food sector's P/E of 6.44. Why this surge is mostly not a bubble, and where the real risk sits. (An informational report, not buy or sell advice.)

Transcript

Kourosh Food Industry rose about six-fold in a year; but why is this jump not a bubble? In the last trade, on July twenty-first, the stock closed at its ceiling: nineteen thousand one hundred thirty rials. The final price was nineteen thousand one hundred thirty rials, up about three percent from the previous day. Kourosh is the largest maker of household liquid cooking oil and a subsidiary of the Golrang group. Here are the key numbers: price, one-year range, estimated earnings per share, and a market cap near eighty-four hemat. A year ago the floor was near three thousand rials; the base is adjusted, so this growth is mostly real. Part of the jump was a capital increase of about one hundred twenty percent, from retained earnings. But the main engine was removing preferential currency for oil in early twenty twenty-six and freeing the selling price. With preferential currency gone, the consumer price of oil more than doubled, and the company's margin widened. The key point: Kourosh is not a dollar exporter; it is a domestic consumer firm with rial sales and input currency risk. Per a brokerage analyst, about ninety-five percent of the cost of goods is direct materials, mostly imported. That dependence is the main risk: pricing rules and financial costs cut profit twenty-two percent last year. To track the stock, follow the audited fourteen oh four statements, the dividend, and the approved selling price. Bottom line: with a P/E near six point four, in line with the sector, this jump is mostly value, not a bubble. So the answer: not a bubble, but conditional value. Full analysis on Sahmino dot com. Will this value hold, or fade?

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