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BEKB: Index Inclusion Will Drive Future Upside From Stable Earnings Outlook

Earnings Initiatives and Share Buyback Program Will Shape Profit Outlook

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BEKB
AnalystConsensusTarget
Not Invested
Published 02 Mar 2025

Update shared on 11 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
11.4%
7D
-0.1%

Analysts have modestly raised their price target on NV Bekaert to €41.30 from €41.00. This reflects a slightly higher assumed future valuation multiple and an updated risk profile, despite largely unchanged growth and margin expectations.

What's in the News

  • Issued earnings guidance for fiscal year 2025, targeting approximately €3.7 billion in sales, signaling confidence in the medium-term outlook (company guidance)
  • Added to the Euronext 150 Index, potentially increasing visibility and index-driven investor demand for the shares (index announcement)

Valuation Changes

  • Fair Value: unchanged at €41.30 per share, indicating a stable central valuation despite minor assumption tweaks.
  • Discount Rate: risen slightly from 8.47 percent to 8.61 percent, reflecting a modestly higher perceived risk profile or cost of capital.
  • Revenue Growth: effectively unchanged at around 0.58 percent, suggesting no material shift in top line growth expectations.
  • Net Profit Margin: fallen slightly from 6.67 percent to 6.63 percent, implying a marginally more conservative profitability outlook.
  • Future P/E: risen slightly from 9.28x to 9.36x, pointing to a modestly higher assumed valuation multiple on future earnings.

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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.