Loading...
Back to narrative

DVP: Index Inclusion And Project Execution Will Drive Rerating Potential

Woodlawn Ramp Up And New Lithium Stream Will Support A Stronger Long Term Profile

DVP logo
DVP
AnalystConsensusTarget
Not Invested
Published 28 Jan 2026
0 viewsusers have viewed this narrative update

Update shared on 05 Aug 2026

Fair value Decreased 6.99%
Previous
05 Aug
AU$5.31
AnalystConsensusTarget's Fair Value
AU$6.65
20.2% undervalued intrinsic discount
Loading
1Y
26.1%
7D
14.4%

Analysts now set a lower price target for Develop Global at A$6.65, down from A$7.15. This reflects updated views on its projected revenue growth, profit margins and future P/E assumptions.

What’s in the News for Develop Global

  • Develop Global Limited was added to the S&P/ASX 200 Materials Sector Index. Source, Key Developments.
  • Develop Global Limited was added to the broader S&P/ASX 200 Index. Source, Key Developments.
  • Develop Global appointed Ms Felicity Hughes as Interim Chief Financial Officer, following the resignation of CFO Ben MacKinnon effective July 1, 2026. Ms Hughes has 25 years of senior finance experience in the resources industry, including senior roles at Newmont Corporation and with the Chamber of Minerals and Energy of Western Australia. Source, Key Developments.

Valuation Changes

  • Fair Value was reduced from A$7.15 to A$6.65, which is a modest cut to the previous estimate for Develop Global.
  • The Discount Rate moved slightly higher from 8.48% to about 8.64%, implying a slightly higher required return in the updated model.
  • Revenue Growth was adjusted from 58.38% to about 55.34%, which is a small step down in projected top line growth for Develop Global.
  • Net Profit Margin was reset from 26.24% to about 21.46%, indicating a meaningful reduction in expected profitability on future A$ revenue.
  • The Future P/E was lifted from 9.94x to about 12.04x, meaning the updated valuation framework assumes a higher earnings multiple for Develop Global.

Have other thoughts on Develop Global?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.