Update shared on 28 Nov 2025
Analysts have maintained their fair value estimate for Ventia Services Group at $5.63 per share. They cite stable outlooks for revenue growth and profit margins, despite a minor adjustment to the discount rate and future price-to-earnings ratio.
What's in the News
- Ventia has been awarded a seven-year, $935 million contract to provide service and support for clothing capability to the Australian Defence Force, with options to extend for up to 13 more years. Ventia will become the single industry partner accountable to Defence, working alongside Australian organizations for clothing design, supply, and distribution. (Client Announcements)
- The existing National Clothing Stores Services contract has been extended to ensure continuity of service during the transition to the new Defence Clothing Services contract. (Client Announcements)
- Ventia secured an extension of its Facility Management Agreement with the City of Sydney, worth approximately $100 million over two years. This extension continues the partnership through January 2028. (Client Announcements)
- The company has been selected for two Base Services Transformation packages by the Department of Defence, with contracts valued at about $2.7 billion over six years and options to extend to a decade. The work involves Living and Working Services in several regions along with national firefighting services. (Client Announcements)
Valuation Changes
- Fair Value Estimate remains unchanged at A$5.63 per share.
- Discount Rate increased slightly from 8.38% to 8.42%.
- Revenue Growth is stable at approximately 5.49%.
- Profit Margin holds steady near 4.23%.
- Future Price-to-Earnings Ratio edged up slightly from 18.50x to 18.52x.
Disclaimer
AnalystConsensusTarget 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 AnalystConsensusTarget 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 AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
