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NOU: Fairly Valued Outlook As Arrovest Scheme Proposal Moves Forward

Plant Based And Dairy Alternatives Will Expand In Asia-Pacific Markets

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NOU
AnalystConsensusTarget
Not Invested
Published 31 Aug 2025
6 viewsusers have viewed this narrative update

Update shared on 04 Aug 2026

Fair value Decreased 14%
Previous
04 Aug
AU$0.12
AnalystConsensusTarget's Fair Value
AU$0.13
5.1% undervalued intrinsic discount
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1Y
-22.6%
7D
0%

Analysts have reduced their fair value estimate for Noumi from A$0.1465 to A$0.1265, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples that result in a lower price target.

What’s in the News for Noumi

  • Arrovest Pty. Ltd. entered into a binding Scheme Implementation Deed on July 21, 2026 to acquire the remaining 47.47% stake in Noumi Limited for A$16.2 million, offering A$0.1234 in cash per share.
  • If the scheme completes, Arrovest Pty. Ltd. is expected to own 100% of Noumi Limited. The process is currently conditional.
  • The transaction is subject to court approval, execution of a note purchase agreement, regulatory approval, financing, and approval by Noumi shareholders and listed option holders.
  • Noumi’s Board has formed a special committee and unanimously recommends that scheme shareholders and listed option holders vote in favour of the schemes, provided no superior proposal emerges. Source: Key Developments.
  • The implementation date for the scheme is currently targeted for November 27, 2026, subject to all conditions being satisfied or waived. Source: Key Developments.

Valuation Changes

  • Fair Value has moved from A$0.1465 to A$0.1265 per share, which is a reduction of about 14% in the fair value estimate for Noumi.
  • The Discount Rate is unchanged at 12.08% and continues to anchor the updated valuation framework.
  • Revenue Growth has been adjusted from 2.58% to 2.81% and now reflects a slightly higher expected growth rate in A$ revenue for Noumi.
  • Net Profit Margin has remained at 3.07% and is effectively stable in the refreshed model.
  • Future P/E has been revised from 2.74x to 2.35x, indicating a lower valuation multiple being applied to Noumi’s future earnings.

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