Update shared on17 Aug 2025
Fair value Increased 5.66%Ventia Services Group’s consensus price target has increased to A$5.27, primarily driven by improved revenue growth forecasts and a reduced future P/E multiple, indicating enhanced growth expectations at a more attractive valuation.
What's in the News
- Ventia increased its equity buyback plan authorization by AUD 50 million, raising the total to AUD 150 million.
- The company repurchased 19,300,000 shares (2.26%) for AUD 82.7 million, completing the tranche under the buyback announced in February.
- Ventia secured a contract amendment with NBN Co via its subsidiary, Visionstream Australia, adding approximately $280 million in revenue over 3.5 years, with a 2-year extension option, for FTTN to FTTP upgrades in ACT - North.
- Ventia was awarded a new AUD 100 million agreement with Tuatahi First Fibre for fibre build and maintenance services across New Zealand, commencing July, as primary service partner for at least five years.
- Ventia, through Visionstream Australia, won a new contract with NBN Co expected to generate $800 million in revenue over 3.5 years for FTTN to FTTP upgrades covering about 175,000 premises across multiple Australian states, with a potential 2-year extension.
Valuation Changes
Summary of Valuation Changes for Ventia Services Group
- The Consensus Analyst Price Target has risen from A$4.99 to A$5.27.
- The Future P/E for Ventia Services Group has fallen from 17.97x to 16.94x.
- The Consensus Revenue Growth forecasts for Ventia Services Group has risen from 5.5% per annum to 5.8% per annum.
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