Update shared on 16 Aug 2025
Fair value Increased 8.42%Despite a notable slowdown in consensus revenue growth forecasts, a significant improvement in Viva Leisure’s net profit margin has driven an increased fair value estimate, with the consensus analyst price target rising from A$2.38 to A$2.58.
What's in the News
- Viva Leisure has rebranded and released The Viva Story, detailing its strategic evolution from a single club to nearly 500 locations across Australia, New Zealand, India, and recent expansions into SE Asia and the UK.
- The company highlights its technology-driven fitness ecosystem, emphasizing core platforms like The Hub, Viva Pay, and Access Control, which enable integration and scaling across multiple markets.
- Viva Leisure’s Vivaverse, including Fling Pass, Flex Pass, Supp Society, digital signage, and vending, generates high-margin, scalable revenue in addition to traditional memberships.
- A multi-brand, multi-modality strategy is outlined, with brands such as Club Lime, Plus Fitness, GROUNDUP, Rebalance, and hiit Republic strategically expanded via both corporate and franchise models.
- Recent investments and acquisitions, like Boutique Fitness Studios and World Gym Australia, are positioned to align with Viva’s technology stack and support its long-term monetisation and growth roadmap.
Valuation Changes
Summary of Valuation Changes for Viva Leisure
- The Consensus Analyst Price Target has risen from A$2.38 to A$2.58.
- The Consensus Revenue Growth forecasts for Viva Leisure has significantly fallen from 16.1% per annum to 9.7% per annum.
- The Net Profit Margin for Viva Leisure has significantly risen from 5.37% to 7.26%.
Disclaimer
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