Analyst Price Target Update for NV Bekaert
Analysts have lowered their fair value estimate for NV Bekaert from €43.70 to €41.90. They cite updated projections for revenue growth and profit margins as key factors in the revision.
What's in the News
- Completed repurchase of 2,011,119 shares, representing 3.86% of outstanding shares, for a total of €74 million as part of the buyback program announced on November 22, 2024 (Key Developments).
- Between January 1, 2025 and July 31, 2025, repurchased 1,782,436 shares, equaling 3.42% of outstanding shares, for €61.31 million (Key Developments).
- Issued guidance for full year 2025 and 2026, with expectations for slightly lower sales compared to 2024 on a like-for-like basis (Key Developments).
- States ambition to reach 10% profit by 2026, but notes current market outlook and platform growth make achievement unlikely within that timeframe. The company remains confident in eventually reaching this target (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Decreased from €43.70 to €41.90. This change reflects a revision of fair value estimates.
- Discount Rate: Increased slightly from 7.46% to 7.78%.
- Revenue Growth: Adjusted from a projected growth of 1.93% to a decline of 0.36%.
- Net Profit Margin: Reduced slightly from 7.86% to 7.56%.
- Future P/E: Increased from 7.78x to 8.38x, indicating a higher expected price-to-earnings ratio.
Disclaimer
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