Maeil Dairies Co., Ltd. (267980.KQ)

Maeil Dairies Co., Ltd. (267980.KQ) — VMCI valuation read

Maeil Dairies Co., Ltd. sits at VMCI 69/100, with the Consumer Defensive sector median at 50. That 19-point spread is the first thing to note on 267980.KQ: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on 267980.KQ are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on 267980.KQ: 267980.KQ trades at 20.0x earnings, 11% above the Consumer Defensive median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 12.0% sits 2.0pp above the Consumer Defensive median (10.0%). The Risk read: net debt to EBITDA of -1.2x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.

267980.KQ rose 3.3% over the trailing 7 days, with a -16.6% read on a 30-day basis.