Update shared on 11 Nov 2025
Wienerberger's analyst price target has seen a modest increase from EUR 35 to EUR 36 as analysts cite a cautiously improved outlook despite ongoing concerns about residential market recovery and rising energy costs.
Analyst Commentary
Recent street research has provided a nuanced outlook for Wienerberger, reflecting both cautious optimism and notable concerns regarding the company's near-term prospects and valuation trajectory.
Bullish Takeaways
- Bullish analysts have modestly increased their price targets for Wienerberger. This signals confidence in the company's valuation potential even in a challenging market environment.
- Incremental upward adjustments suggest that the company's fundamentals are perceived as resilient, with execution considered solid enough to warrant a more favorable price target.
- The updated targets indicate expectations for improved business performance as sector headwinds gradually subside and management steers the company through ongoing volatility.
- The Equal Weight ratings that accompany target increases point to a stable outlook, with room for upside if residential end markets recover more quickly than anticipated.
Bearish Takeaways
- Bearish analysts remain cautious about the pace of recovery in residential construction, which is seen as slower than previously expected and may limit growth opportunities.
- Persistently high energy costs are projected to exert margin pressure, potentially offsetting gains from any volume improvements.
- There is concern that lower overall volumes combined with challenging price dynamics could lead to weaker profitability in the near term.
- Neutral ratings and conservative targets reflect skepticism over the timing of a sustained sector rebound, with risks skewed to the downside if current macroeconomic conditions persist.
What's in the News
- Wienerberger completed the repurchase of 2,250,000 shares, representing 2.03% of outstanding shares, for a total of €63.1 million as part of the buyback initiative announced on October 15, 2024 (company announcement).
- From April 1, 2025 to June 30, 2025, the company reported that no additional shares were repurchased during the latest tranche (company announcement).
Valuation Changes
- Fair Value: Remained steady at €33.67, indicating no change in consensus intrinsic valuation.
- Discount Rate: Rose slightly from 8.05% to 8.40%. This suggests a marginally higher risk premium applied in models.
- Revenue Growth: Remained stable at 3.34%, reflecting no significant shift in expectations for top-line expansion.
- Net Profit Margin: Held steady at 8.30%, with no meaningful change in projected earnings efficiency.
- Future P/E Ratio: Increased modestly from 10.58x to 10.68x. This indicates slightly higher valuation multiples for forward earnings.
Disclaimer
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