Update shared on 13 Dec 2025
Narrative Update on Breville Group
Analysts have modestly raised their price target on Breville Group to $41.19. This reflects slightly higher assumed revenue growth and profit margins that more than offset a small upward revision to the discount rate and a marginally lower future P/E multiple.
Valuation Changes
- Fair Value: unchanged at A$41.19, as higher growth and margin assumptions offset valuation multiple and discount rate adjustments.
- Discount Rate: risen slightly from 7.80 percent to about 8.02 percent, implying a marginally higher required return on equity.
- Revenue Growth: risen slightly from about 13.89 percent to approximately 14.63 percent, reflecting a modestly stronger top line outlook.
- Net Profit Margin: risen marginally from about 8.24 percent to approximately 8.27 percent, indicating a small improvement in expected profitability.
- Future P/E: fallen slightly from roughly 36.0x to about 35.1x, suggesting a slightly more conservative valuation multiple applied to future earnings.
Have other thoughts on Breville Group?
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.