Tassal Group Limited (TSLLF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Tassal Group Limited (TSLLF) trades at $3.25. Tassal Group Limited is an Australian aquaculture company focused on Atlantic salmon and tiger prawn production. It operates as a subsidiary of Cooke Inc. and distributes its products through retail and wholesale channels. Sector: Consumer defensive.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for TSLLF: TSLLF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TSLLF against Consumer Defensive peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
TSLLF: 1/1 perspectives are bearish.
How is this calculated? →Tassal Group Limited (TSLLF) Consumer Business Overview
Tassal Group Limited, a subsidiary of Cooke Inc., is an Australian aquaculture leader specializing in Atlantic salmon and tiger prawns. With a focus on fresh, smoked, and frozen seafood, the company distributes through retail and wholesale channels under brands like Tassal and Tropic Co, holding a significant position in the Australian market.
What Is the Investment Thesis for TSLLF?
Tassal Group Limited, now a subsidiary of Cooke Inc., presents a stable investment profile within the consumer defensive sector. With a P/E ratio of 19.15 and a profit margin of 7.2%, the company demonstrates consistent profitability. The gross margin of 46.4% indicates efficient operations and strong pricing power. While the company does not currently offer a dividend, its low beta of 0.12 suggests lower volatility compared to the broader market. Growth catalysts include leveraging Cooke Inc.'s global distribution network and expanding its product offerings. Potential risks include fluctuations in salmon and prawn prices, environmental concerns related to aquaculture, and regulatory changes affecting the industry.
Based on FMP financials and quantitative analysis
TSLLF Key Highlights
- P/E ratio of 19.15 indicates a reasonable valuation compared to earnings.
- Profit margin of 7.2% demonstrates consistent profitability in the aquaculture sector.
- Gross margin of 46.4% reflects efficient operations and strong pricing power.
- Beta of 0.12 suggests lower volatility compared to the broader market, making it a relatively stable investment.
- Operates as a subsidiary of Cooke Inc. since November 2022, providing access to greater resources and market reach.
Who Are TSLLF's Competitors?
TSLLF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AAYYY Australian Agricultural Company Limited | $9.65 | +0.00% | $581.67M | 40 |
| ALFDF Astral Foods Limited | $11.70 | +58.32% | $450.76M | 48 |
| BRCPF BrasilAgro - Companhia Brasileira de Propriedades Agrícolas | $4.07 | +7.14% | $441.14M | 44 |
| CTTQF Costa Group Holdings Limited | $2.12 | +9.84% | $985.19M | 50 |
| FSRCY First Resources Limited | $238.46 | +0.00% | $3.69B | 64 |
| FTROF First Resources Limited | $1.80 | -20.35% | $2.79B | 64 |
| CALM Cal-Maine Foods, Inc. | $83.98 | +0.16% | $3.98B | 64 |
| UOLI Uonlive Corporation | $5.75 | +0.00% | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TSLLF's Key Strengths?
- Established brand presence in Australia.
- Vertically integrated operations.
- Access to Cooke Inc.'s resources.
- Sustainable aquaculture practices.
What Are TSLLF's Weaknesses?
- Dependence on salmon and prawn farming.
- Exposure to fluctuations in seafood prices.
- Geographic concentration in Australia.
- Potential environmental impacts of aquaculture.
What Could Drive TSLLF Stock Higher?
- Integration with Cooke Inc. to leverage global distribution network and resources.
- Potential expansion into new product categories, such as ready-to-eat meals.
- Focus on sustainable aquaculture practices to enhance brand image and appeal to environmentally conscious consumers.
- Geographic expansion into Asian markets through Cooke Inc.'s existing infrastructure.
What Are the Key Risks for TSLLF?
- Fluctuations in salmon and prawn prices affecting profitability.
- Environmental concerns related to aquaculture practices, such as water pollution and disease outbreaks.
- Regulatory changes affecting the aquaculture industry, such as stricter environmental regulations.
- Competition from other seafood producers in the global market.
- Disease outbreaks in aquaculture farms impacting production volumes.
What Are the Growth Opportunities for TSLLF?
- Expansion of Product Offerings: Tassal can leverage its existing infrastructure and expertise to introduce new value-added seafood products, such as ready-to-eat meals and marinated options. The global market for value-added seafood is projected to reach $40 billion by 2028, offering a significant growth opportunity. Timeline: 2-3 years.
- Geographic Expansion: Leveraging Cooke Inc.'s global distribution network, Tassal can expand its export markets beyond Australia, particularly in Asia and Europe. The Asian seafood market is experiencing rapid growth, driven by increasing disposable incomes and changing dietary preferences. Timeline: 3-5 years.
- Sustainable Aquaculture Practices: Investing in sustainable aquaculture practices can enhance Tassal's brand image and appeal to environmentally conscious consumers. The market for sustainable seafood is growing rapidly, with consumers increasingly willing to pay a premium for sustainably sourced products. Timeline: Ongoing.
- Vertical Integration: Further integrating its supply chain, from feed production to processing and distribution, can improve efficiency and reduce costs. This can enhance Tassal's profitability and competitiveness in the long run. Timeline: 3-5 years.
- Strategic Acquisitions: Cooke Inc. may pursue strategic acquisitions to further consolidate its position in the aquaculture industry. This could involve acquiring smaller aquaculture companies or related businesses, such as feed suppliers or processing facilities. Timeline: Ongoing.
What Opportunities Does TSLLF Have?
- Expansion into new product categories.
- Geographic expansion into Asia and Europe.
- Increased demand for sustainable seafood.
- Strategic acquisitions to consolidate market position.
What Threats Does TSLLF Face?
- Competition from other seafood producers.
- Disease outbreaks in aquaculture farms.
- Regulatory changes affecting the industry.
- Climate change impacts on ocean environments.
What Are TSLLF's Competitive Advantages?
- Established brand reputation in the Australian seafood market.
- Vertically integrated operations provide control over the supply chain.
- Access to Cooke Inc.'s resources and expertise.
- Sustainable aquaculture practices enhance brand image.
What Does TSLLF Do?
Founded in 1986 and headquartered in Hobart, Australia, Tassal Group Limited has evolved into a prominent aquaculture company specializing in the production, processing, and sale of Atlantic salmon and tiger prawns. The company's operations span the entire value chain, from hatching and farming to processing and marketing. Tassal offers a diverse range of seafood products, including fresh, smoked, canned, and frozen salmon, as well as Australian black tiger prawns. These products are marketed under well-known brands such as Tassal, Tropic Co, Superior Gold, Tasmanian Smokehouse, and De Costi Seafoods. Tassal distributes its products through both retail and wholesale channels, catering to a broad customer base. The company also engages in export activities, extending its market reach beyond Australia. In November 2022, Tassal Group Limited was acquired by Cooke Inc., a global seafood company, marking a new chapter in its corporate history. This acquisition positions Tassal to leverage Cooke Inc.'s resources and expertise to further enhance its operations and expand its market presence.
What Products and Services Does TSLLF Offer?
- Hatches Atlantic salmon and tiger prawns.
- Farms Atlantic salmon and tiger prawns in Australia.
- Processes salmon and prawns into various products.
- Markets and sells fresh, smoked, canned, and frozen salmon.
- Markets and sells Australian black tiger prawns.
- Procures, processes, markets, and sells other seafood species.
- Exports seafood products to international markets.
How Does TSLLF Make Money?
- Vertically integrated aquaculture operations, from hatching to processing.
- Production and sale of Atlantic salmon and tiger prawns.
- Distribution through retail and wholesale channels.
- Branding and marketing of seafood products under various brands.
What Industry Does TSLLF Operate In?
Tassal Group Limited operates within the agricultural farm products industry, a segment of the broader consumer defensive sector. The aquaculture market is experiencing steady growth, driven by increasing global demand for seafood and the rising popularity of salmon and prawns. The competitive landscape includes companies like AAYYY (Austevoll Seafood ASA), ALFDF (Leroy Seafood Group ASA), and BRCPF (Bakkafrost P/F), all of which are major players in the global seafood market. Tassal's position in the Australian market, combined with Cooke Inc.'s backing, provides a competitive advantage.
Who Are TSLLF's Key Customers?
- Retail consumers purchasing seafood products in supermarkets and grocery stores.
- Wholesale customers, including restaurants, hotels, and foodservice providers.
- Export markets, including consumers and businesses in Asia and Europe.
Company Profile
Tassal Group Limited operates in the Agricultural Farm Products industry within the Consumer Defensive sector. It is headquartered in Hobart, AU. The company is led by CEO Mark Andrew Ryan CA, FAIM, MAICD. TSLLF has traded publicly since 2007.
ROE 7%Key Financial Metrics
Return on equity for Tassal Group Limited stands at 6.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.2%, showing how much profit it generates from its asset base. TSLLF trades at a trailing price-to-earnings ratio of 19.15, below the Consumer Defensive sector average of ~29x. A current ratio of 3.76 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.2%, the inverse of the P/E and a quick read on earnings relative to price.
TSLLF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Established brand presence in Australia.
- Vertically integrated operations.
- Access to Cooke Inc.'s resources.
- Sustainable aquaculture practices.
Bear Case
- Dependence on salmon and prawn farming.
- Exposure to fluctuations in seafood prices.
- Geographic concentration in Australia.
- Potential environmental impacts of aquaculture.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
TSLLF Latest News
No recent news available for TSLLF.
TSLLF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TSLLF.
Price Targets
Wall Street price target analysis for TSLLF.
TSLLF MoonshotScore
What does this score mean?
The MoonshotScore rates TSLLF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Agricultural Farm ProductsLeadership: Mark Andrew Ryan CA, FAIM, MAICD
CEO
Mark Andrew Ryan is a Chartered Accountant (CA), Fellow of the Australian Institute of Management (FAIM), and Member of the Australian Institute of Company Directors (MAICD). His background includes extensive experience in finance, accounting, and management within the food and agriculture sectors. He has held various leadership roles in both public and private companies, demonstrating a strong track record of driving growth and improving operational efficiency.
Track Record: During his tenure, Mark Andrew Ryan has overseen the expansion of Tassal's product portfolio and its entry into new markets. He has also championed the company's commitment to sustainable aquaculture practices, enhancing its brand reputation and appeal to environmentally conscious consumers. His strategic decisions have contributed to Tassal's consistent profitability and strong market position.
TSLLF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Tassal Group Limited (TSLLF) may not meet the minimum financial or regulatory requirements for higher tiers like OTCQX or OTCQB. Companies in this tier often have limited reporting requirements and may not be subject to the same level of scrutiny as companies listed on major exchanges like the NYSE or NASDAQ. This tier is typically associated with higher risk and less liquidity compared to listed companies.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and reporting requirements.
- Lower liquidity and potential for price volatility.
- Higher risk of fraud or manipulation.
- Limited regulatory oversight and investor protection.
- Potential for delisting or trading suspension.
- Verify the company's financial statements and SEC filings (if any).
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's risk factors and potential liabilities.
- Check for any regulatory actions or legal disputes involving the company.
- Monitor trading volume and price activity for unusual patterns.
- Consult with a qualified financial advisor before investing.
- Subsidiary of Cooke Inc., a reputable global seafood company.
- Established brand presence in the Australian seafood market.
- Vertically integrated operations provide control over the supply chain.
- Commitment to sustainable aquaculture practices.
- Experienced management team with a track record of success.
Tassal Group Limited Consumer Defensive Stock: Key Questions Answered
What does Tassal Group Limited do?
Tassal Group Limited is an Australian aquaculture company that specializes in the farming, processing, and sale of Atlantic salmon and tiger prawns. The company operates a vertically integrated business model, managing all stages of production from hatching to processing and distribution. Tassal's products are sold under various brands, including Tassal, Tropic Co, and Superior Gold, through retail and wholesale channels, both domestically and internationally. As a subsidiary of Cooke Inc., Tassal benefits from the resources and expertise of a global seafood leader.
What do analysts say about TSLLF stock?
As TSLLF trades on the OTC market and is a subsidiary of Cooke Inc., formal analyst coverage may be limited. However, the company's financial performance, including its P/E ratio of 19.15 and gross margin of 46.4%, suggests a stable and profitable business. Growth considerations include leveraging Cooke Inc.'s global distribution network and expanding its product offerings. Investors should conduct their own due diligence and consider the risks associated with OTC-traded securities.
What are the main risks for TSLLF?
The main risks for Tassal Group Limited include fluctuations in salmon and prawn prices, which can impact profitability. Environmental concerns related to aquaculture practices, such as water pollution and disease outbreaks, also pose a risk. Regulatory changes affecting the aquaculture industry, such as stricter environmental regulations, could increase compliance costs. Additionally, competition from other seafood producers in the global market and potential disease outbreaks in aquaculture farms could impact production volumes and market share.
What are the key factors to evaluate for TSLLF?
Evaluate TSLLF on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does TSLLF data refresh on this page?
TSLLF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TSLLF's recent stock price performance?
Tassal Group Limited (TSLLF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand presence in Australia. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TSLLF overvalued or undervalued right now?
Valuing Tassal Group Limited (TSLLF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TSLLF?
Before investing in Tassal Group Limited (TSLLF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage due to OTC listing and subsidiary status.
- Financial data based on available information prior to Cooke Inc. acquisition.