Rogers Sugar Inc (RSI.TO) Buy, Sell or Hold

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Rogers Sugar Inc (RSI.TO)

6.83

-0.05 (0.73%)

as of Jun 10, 2026, 8:00:00 pm Market Open.

129 watching

Investor Insights

Jun 10, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Rogers Sugar Inc. (RSI-T) operates within an oligopolistic market and is currently facing challenges from a new disruptor in the sugar sector. Experts advise caution in investing, particularly in light of potential stagflation, which could make the stock less attractive if investors pursue higher-yielding alternatives. While the company has maintained a solid performance since 2001 without any annual losses and boasts a manageable payout ratio of under 30%, it is somewhat vulnerable to changes in government regulations and competition. Analysts consider Rogers a steady investment for small- to mid-cap dividend players, noting its dividend yield of about 5% and a business model that is not highly sensitive to economic fluctuations, although growth expectations should be tempered as it is unlikely to deliver high returns. Overall, its position as the second-largest player in the market, protected by secure sugar quotas, provides some assurance, yet potential investors should temper expectations regarding significant appreciation in share value.

Consensus

Cautious

Valuation

Fair Value

Similar

Maple, MGB

HOLD

Price has been relatively strong within the income trust market. Cash flow is fairly predictable. The one overhang is that we are getting closer and closer to 2011.

HOLD

They are making more profit then they have historically. There is two sugar companies (Rogers and Atlantic) that have been able to effectively raise prices on refining which is pretty unusual. They have duopoly, which allows them to set the prices.

BUY

Sugar processing. Currently there are restrictions on how much sugar can go into the US. Hedge natural gas for their input costs. Decent buy at this price.

DON'T BUY

Like a lot of consumer income trusts, a lot of things are going against them. Did a good job of managing what they can control, but a lot of input costs have gone against them. Sugar is not a freely tradable commodity making it difficult to get into the US.

BUY

US is closed and most of their sugar comes from beet farmers in the Southeast US. Roger’s can take advantage of this through their large beet farms in Alberta. Have large part of their quota in a US. Takes a lot of energy. Has a little too much debt for his purposes.

HOLD

Thinks that next year and the year after they will raise their distributions. Have been buying back units.

COMMENT

Doesn't feel they will benefit from the ethanol cycle.

DON'T BUY

For large part of their business, there are trade barriers to get into the US that makes it difficult for them. Have had high input costs, particularly natural gas. Have started to turn this around by taking costs out of their system. Have high debt.

HOLD

There are only two sugar refineries in Canada. It will profit from lower energy prices in the short run. Doesn't have very terrific growth prospects and is now faced with a tax situation on income trusts. Feels the distribution is very solid at 11.1%.

DON'T BUY

This company has been clobbered. Sugar has always been a very cyclical business. Wood questioned why they became an income trust.

BUY

Part of the impact costs that affect them is natural gas. The lower gas price is favourable to them. They have hedged some of this. Good price.

DON'T BUY

Seems to be in a pretty good situation with natural gas being down. However, there is no assurance that gas will stay cheap. Has a healthy amount of debt. Gas weighted.

TOP PICK

This company refines sugar. It is a screaming buy. There is little downside risk.

BUY

Thinks the fair value of it is probably $4.75/$4.80. They raised the distribution. Sugar prices are high and with natural gas down, their production costs are lower.

WEAK BUY

They are benefiting from lower natural gas prices. World sugar prices could rise, but Canadian prices are protected so there is not much upside is there would be in raw commodity sugar.

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Rogers Sugar Inc (RSI.TO)