Grid-Scale Battery Expansion Will Enable Australia's Clean Energy Transition

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

08 Dec 25

Views

343

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-12.6%

7D

2.2%

Loading

1Y

-12.6%

7D

2.2%

You can edit this narrative until Dec 9 2:55 AM. Then, changes will post as Updates.

Author's Valuation

AU$11.4817.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

Fair value Decreased 3.59%

AGL Will Benefit From Rising Long Term Power Demand Despite Higher Discount Rates

Analysts have modestly reduced their price target on AGL Energy to approximately A$11.48 from about A$11.91 as they factor in higher discount rates, a richer future earnings multiple and slightly lower margin expectations, partly offset by a more optimistic long term revenue growth outlook. Analyst Commentary Analyst sentiment on AGL Energy remains balanced, with recent target moves reflecting a more nuanced view of the company’s risk reward profile in light of sector wide revisions and changing macro assumptions.

Shared on 01 May 25

Fair value Decreased 2.71%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$11.48

17.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.29%

Other Utilities revenue growth rate

0.15%

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

6.67%

Calculation

AU$559.95m

Earnings '28

x

16.72x

PE Ratio '28

=

AU$9.36b

Market Cap '28

AU$9.36b

Market Cap '28

/

672.75m

No. shares '28

=

AU$13.92

Share Price '28

AU$13.92 Share Price '28

Discounted to 2025 @ 6.67% p.a.

=

AU$11.47

Fair Value '25