Meeting with Fevara’s CEO: Lee and the IC

Why It Matters

The split and rebrand create a clearer investment story for a niche, cash-generative agritech business at a time when UK small caps are trading with discounted valuations—making Favara a potential takeover or consolidation target and a play on specialist feed technology in global pasture-based markets.

Summary

Favara (FVA) is the agricultural-feed supplement business spun out of Cars Group after a strategic review and restructurings, with Joshua Hoops appointed CEO in June 2025. The company has largely completed divestments and rebranded to signal its focus on specialist supplements for pasture-based livestock, selling bagged minerals and a proprietary dehydrated ‘feed lick’ produced at plants in the UK, Germany and three US sites. A tender offer last summer saw strong uptake and the shareholder register has remained unusually loyal during the transition, with management stressing an education-led push to build the brand and clarify the investment thesis. Hoops says the business is now a near-term pure-play with operational scale and differentiated product technology to drive growth.

Original Description

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements company’s focus is now on improving farming productivity through its advanced animal feed technology and supplements, and overseas expansion.

Alongside chief executive Joshua Hoopes, Alex Newman and Lord Lee delve into the company’s strategy both at home and in South America. They cover Fevara’s lofty ambitions in Brazil – its acquisitions so far, the competitive advantages of the country, and the company’s targets for long-term growth.

They also discuss why Hoopes believes Fevara can continue growing despite structural changes across the agricultural sector, and issues concerning sustainability and the climate crisis.

The trio also explore shareholder returns, dividend policy and the outlook for global cattle markets.

Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing [e-mail]

Timestamps

00:00 Intro

02:48 Fevara’s transformation

07:00 Fevara’s feed supplements

17:18 Why Brazil is Favara’s biggest growth opportunity

27:39 Sustainability, emissions and the future of cattle farming

38:04 Lord Lee’s latest portfolio moves

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