Refining the 'analysts narrative'....
- Cost savings 500m+ maybe
- That demerger and its impact on
- Revenue growth reduced to 6.6% on basis of FY25 performance
- Margin growth revised to 20% on expectation that company is managing costs in light of plateauing revenue finally.
- Future PE ratio left at 30% as "best case" expectation given current PE at 28x despite historically higher numbers. Investors are not going to return to those faith levels without genuine inspiration or improved consistency in growth.
- Risk level left at 6.43%, who knows where that will go considering US financial markets.
How well do narratives help inform your perspective?
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