Inghams Group's (ASX:ING) ongoing productivity gains and recent vendor tender requests could result in earnings upside in fiscal 2026 and beyond, Jarden Research said in a Nov. 14 note.
The wholesale chicken supplier reaffirmed its earnings before interest, taxes, depreciation, and amortization guidance for fiscal 2025 of AU$236 million to AU$250 million.
Jarden believes that Inghams Group continues to execute well, aided by a rational market.
"We see an opportunity for ING to win share across other retailers and channels via a number of recent vendor tender requests which, coupled with ongoing productivity gains, should be supportive of earnings growth and EPS risk skewed to the upside for FY26+," the investment firm wrote.
Jarden Research maintained its overweight rating and price target of AU$3.65 on Inghams Group.