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Rogers Sugar: Strong Q1 Results Overshadowed by Tariff Risks, Hold Rating Maintained

Rogers Sugar: Strong Q1 Results Overshadowed by Tariff Risks, Hold Rating Maintained

Analyst Stephen Macleod of BMO Capital maintained a Hold rating on Rogers Sugar (RSIResearch Report), reducing the price target to C$6.50.

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Stephen Macleod’s rating is based on a combination of factors influencing Rogers Sugar’s stock. The company reported better-than-expected financial results for the first quarter of 2025, with both the Sugar and Maple segments showing improved adjusted EBITDA compared to estimates. Despite these positive outcomes, the outlook remains unchanged, with expected volume growth and stable margins for the year.
However, the potential imposition of tariffs poses a significant risk, given that a considerable portion of Rogers Sugar’s products are exported to the U.S. This uncertainty weighs on the stock despite the strong underlying demand for sweeteners in North America. Additionally, while the dividend yield may be appealing to income-focused investors, the stock’s current valuation appears to adequately reflect the company’s growth prospects, leading to the Hold rating.

RSI’s price has also changed slightly for the past six months – from C$5.640 to C$5.670, which is a 0.53% increase.

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