Update shared on 13 Dec 2025
Fair value Increased 2.87%Analysts have modestly increased their fair value estimate for Andritz, lifting the price target from EUR 80.0 to EUR 82.3. This adjustment is supported by expectations for stronger revenue growth and a slightly higher future P/E multiple, despite a marginally higher discount rate and stable profit margins.
Analyst Commentary
Recent research updates point to a constructive outlook on Andritz, with bullish analysts highlighting improving revenue visibility, resilient margins, and disciplined capital allocation as key supports for the higher valuation range.
Bullish Takeaways
- The latest JPMorgan move to lift its price target to EUR 79 reinforces a tightening band of upward revisions, suggesting growing conviction that Andritz can deliver above prior expectations.
- Bullish analysts increasingly point to a healthier order backlog and robust project pipeline as drivers of sustained top line growth, which underpins the case for a modestly higher earnings multiple.
- Execution on cost efficiency programs and stable profitability metrics are seen as de-risking factors, supporting higher fair value estimates despite a slightly higher discount rate environment.
- Positive sentiment around the company, including incremental target upgrades, reflects confidence that management can navigate macro uncertainties while continuing to convert its strong market position into durable cash flow growth.
What's in the News
- Andritz AG confirmed its earnings guidance for full year 2025, expecting revenue to reach between EUR 8.0 billion and EUR 8.3 billion. This signals confidence in its medium term growth trajectory (Key Developments).
Valuation Changes
- Fair value estimate has risen modestly from €80.0 to €82.3, reflecting a slightly higher implied upside for the shares.
- The discount rate has increased slightly from 6.95% to approximately 7.38%, indicating a marginally higher required return and risk perception.
- Revenue growth has been raised from about 7.9% to roughly 9.2%, signaling stronger expectations for top line expansion over the forecast horizon.
- The net profit margin has edged down slightly from around 7.57% to about 7.50%, implying largely stable but marginally softer profitability assumptions.
- The future P/E multiple has increased from roughly 12.1x to about 12.9x, pointing to a somewhat higher valuation being applied to projected earnings.
Have other thoughts on Andritz?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystHighTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystHighTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystHighTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.