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ARMX: Higher Margin Outlook And Upcoming Board Meetings Will Support Share Price

Update shared on 03 Dec 2025

Fair value Decreased 1.42%
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AnalystConsensusTarget's Fair Value
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1Y
3.5%
7D
-0.4%

Analysts have nudged their fair value estimate for Aramex PJSC slightly lower to around $2.77 from about $2.81, citing a marginally higher perceived risk despite modest upgrades to long term revenue growth and profit margin assumptions, as well as a lower projected future price to earnings multiple.

What's in the News

  • Board meeting scheduled for November 12, 2025 at 12:00 UTC to review unaudited interim condensed consolidated financial statements for Q3 and the first nine months of 2025, and to discuss business updates and routine matters (company announcement)
  • Additional board meeting set for November 27, 2025 at 11:00 UTC focused on company business updates and routine matters (company announcement)

Valuation Changes

  • The fair value estimate has edged down slightly from AED 2.81 to about AED 2.77 per share, reflecting a modestly higher perceived risk.
  • The discount rate has risen marginally from roughly 21.00 percent to about 21.16 percent, lifting the required return applied in the valuation model.
  • The revenue growth assumption has increased slightly from around 5.18 percent to approximately 5.29 percent, indicating a modestly more optimistic top line outlook.
  • The net profit margin assumption has been raised from about 4.17 percent to roughly 4.85 percent, signaling expectations of improved profitability.
  • The future P/E multiple has been reduced meaningfully from about 23.8x to roughly 20.2x, lowering the valuation placed on projected earnings.

Disclaimer

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