Narrative Update on NV Bekaert: Analyst Price Target Change
Analysts have reaffirmed their price target for NV Bekaert at €41.90, citing stable fair value estimates and minimal adjustments to future projections as key reasons for maintaining their outlook.
What's in the News
- NV Bekaert provided earnings guidance for 2025 and 2026, anticipating slightly lower sales on a like-for-like basis compared to 2024 and confirming the ambition to achieve 10% profit levels by 2026. The company also acknowledged that this goal may not be met due to the current market outlook and growth platform developments (Key Developments).
- From January 1, 2025 to July 31, 2025, the company repurchased 1,782,436 shares for €61.31 million, completing the buyback of 2,011,119 shares announced on November 22, 2024, with a total of €74 million (Key Developments).
Valuation Changes
- Fair Value: Remains unchanged at €41.90, indicating consistency in analysts’ intrinsic valuation of the company.
- Discount Rate: Has risen slightly from 7.78% to 7.88%, reflecting a modest adjustment in risk assessment or required return.
- Revenue Growth: Is essentially unchanged, with the growth rate holding steady at approximately -0.36%.
- Net Profit Margin: Remains stable at around 7.56%, suggesting no significant revision in profitability expectations.
- Future P/E: Has increased marginally from 8.38x to 8.40x, indicating minimal movement in valuation multiples based on forward earnings.
Disclaimer
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