Update shared on24 Sep 2025
Fair value Decreased 4.93%Paladin Energy’s consensus price target has been revised downward as a result of a materially higher future P/E ratio alongside a declining net profit margin, now reflecting a fair value of A$8.03.
What's in the News
- Paladin Energy completed a follow-on equity offering, raising AUD 261.4 million through the issuance of 31,915,288 shares at AUD 7.25 per share (with a discount of AUD 0.2175) and 4,504,505 shares at AUD 6.66 per share via subsequent direct listing.
- Filed an additional follow-on equity offering to raise AUD 20 million, issuing 2,758,621 shares at AUD 7.25 per share.
- Entered into a "bought deal" private placement with Canaccord Genuity for 4,504,505 shares at CAD 6.66 per share, raising gross proceeds of CAD 30 million (AUD 33 million).
- Updated the Patterson Lake South Project’s technical review, confirming unchanged production and operating cost estimates, pre-production capital costs of USD 1,226 million, NPV of USD 1,325 million (post-tax, 8% discount), 28.2% IRR, and first uranium production targeted for 2031.
Valuation Changes
Summary of Valuation Changes for Paladin Energy
- The Consensus Analyst Price Target has fallen slightly from A$8.45 to A$8.03.
- The Future P/E for Paladin Energy has significantly risen from 15.20x to 23.53x.
- The Net Profit Margin for Paladin Energy has fallen from 33.73% to 31.88%.
Disclaimer
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