Update shared on03 Aug 2025
Fair value Increased 5.27%The consensus price target for Woodside Energy Group has increased to A$27.90, primarily reflecting a sharp rise in its forecast future P/E multiple alongside a modest uplift in expected revenue growth.
What's in the News
- Woodside agreed to assume operatorship of the Bass Strait assets from ExxonMobil Australia, consolidating Bass Gulf operations and expanding its Australian footprint.
- The move is expected to generate over USD 60 million in synergies post-transition, with economies of scale and strengthened operating expertise.
- Woodside gains operational flexibility for future development, identifying four potential wells that could provide up to 200 petajoules of sales gas, subject to final investment decision.
- Q2 2025 revenue rose to $3,275 million from $3,043 million YoY, with sales increasing to 54.4 MMboe from 48.2 MMboe; year-to-date revenue reached $6,590 million, sales 104.6 MMboe.
- Q2 2025 production grew to 50.1 MMboe from 44.4 MMboe YoY; year-to-date production reached 99.2 MMboe, up from 89.3 MMboe.
Valuation Changes
Summary of Valuation Changes for Woodside Energy Group
- The Consensus Analyst Price Target has risen from A$26.51 to A$27.90.
- The Future P/E for Woodside Energy Group has significantly risen from 18.15x to 30.43x.
- The Consensus Revenue Growth forecasts for Woodside Energy Group has significantly risen from 0.8% per annum to 1.0% per annum.
Disclaimer
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