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Viva Energy Group Community
ASX:VEA Community
3
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Viva Energy Group
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Viva Energy Group
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Retail Conversions And Alternative Fuels Will Drive Growth
Key Takeaways Higher-than-expected integration and refinery performance, plus government support, could significantly boost earnings and strengthen margin resilience. Strategic expansion in commercial fuels and alternative energies positions Viva for outsized growth and greater long-term market dominance.
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AU$3.40
FV
40.0% undervalued
intrinsic discount
6.12%
Revenue growth p.a.
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3 days ago
author updated this narrative
Viva Energy Group
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Growing EV Shift Will Expose Legacy Refining To Mounting Risks
Key Takeaways Transition to electric vehicles and alternative fuels threatens core fuel sales, undermining future growth as demand for petrol and diesel declines. Reliance on ageing refinery assets and rising compliance costs increase earnings volatility and may compress margins amid intensifying competition and stricter regulations.
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AU$2.00
FV
2.0% overvalued
intrinsic discount
-3.25%
Revenue growth p.a.
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0
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10 days ago
author updated this narrative
Viva Energy Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Low-sulphur Fuel Production At Geelong Will Improve Operational Efficiency
Key Takeaways Strategic investments and acquisitions, including into commercial sectors, support growth and are expected to enhance future earnings and revenue. Synergy and cost reduction efforts are anticipated to improve margins and operating efficiency, positioning the company for long-term financial gains.
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AU$2.52
FV
19.2% undervalued
intrinsic discount
0.68%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
VEA
VEA
Viva Energy Group
Your Fair Value
AU$
Current Price
AU$2.04
90.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-76m
32b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$31.8b
Earnings AU$4.2b
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