Healthcare And PPE Market Potential Will Support Greater Share Price Upside

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

17 May 25

Updated

11 Dec 25

Views

73

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

7.6%

7D

-1.1%

Loading

1Y

7.6%

7D

-1.1%

You can edit this narrative until Dec 12 2:05 PM. Then, changes will post as Updates.

Author's Valuation

AU$36.974.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 0.27%

ANN: Future Studio Expansion And Tariff Risks Will Shape Share Discount

Analysts have nudged their price target on Ansell slightly lower to about A$37 from roughly A$37.10, reflecting only minor model adjustments. They continue to view the stock as undervalued given that its current discount appears larger than the potential impact of tariffs on healthcare personal protective equipment.

Shared on 27 Nov 25

ANN: Upgraded Outlook Will Balance Tariff Risks as Shares Remain Discounted

Analysts have maintained Ansell's price target at A$39.00. This reflects the view that the stock remains undervalued given its current discount relative to potential tariff risks.

Shared on 11 Nov 25

Fair value Increased 1.82%

ANN: Confidence Remains High Despite Tariff Risks and Buyback Initiative Ahead

Analysts have raised their price target for Ansell from A$36.41 to A$37.07. They cite continued confidence in the company's valuation despite industry-wide concerns about tariffs and modest improvements in revenue growth and profit margin projections.

Shared on 28 Oct 25

Fair value Decreased 0.97%

Narrative Update on Ansell Analysts have slightly reduced their fair value price target for Ansell from $36.77 to $36.41. They cite that despite unchanged forecasts and ongoing concerns over tariffs, the stock continues to appear undervalued based on current market conditions.

Shared on 14 Oct 25

Fair value Increased 4.59%

Analysts have raised their fair value estimate for Ansell from A$35.15 to A$36.77. They cited that the shares appear undervalued relative to forecast risks and the current discount in the stock price.

Shared on 17 Sep 25

Fair value Decreased 2.77%

Ansell’s fair value has been revised down as the consensus Analyst Price Target fell from A$36.15 to A$35.15, primarily reflecting a sharp increase in the company’s Future P/E ratio despite a stable discount rate. What's in the News Ansell's Board authorized a share buyback plan.

Shared on 27 Aug 25

Fair value Increased 3.02%

Ansell’s consensus price target has increased slightly, primarily reflecting a higher future P/E despite a notable downgrade in revenue growth forecasts, resulting in a new fair value of A$36.21. What's in the News Board authorized a buyback plan.

AnalystConsensusTarget Fair Value

AU$36.97

4.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.02%

Medical Equipment revenue growth rate

7.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.77%

Calculation

US$236.71m

Earnings '28

x

18.80x

PE Ratio '28

=

US$4.45b

Market Cap '28

US$4.45b

Market Cap '28

/

144.61m

No. shares '28

=

US$30.77

Share Price '28

US$30.77 Share Price '28

Discounted to 2025 @ 7.76% p.a.

=

US$24.59

Fair Value '25

US$24.59 Fair Value '25

Converted to AUD @ 1.4972 USD/AUD Exchange Rate

=

AU$36.82

Fair Value '25