Update shared on 31 Oct 2025
Fair value Decreased 0.92%Narrative Update on Solvay
Solvay’s analyst price target has been lowered slightly, from €28.97 to €28.70, as analysts cite modestly higher discount rates and slightly weaker revenue growth outlooks in their recent updates.
Analyst Commentary
Recent updates from analysts have provided a nuanced view of Solvay's outlook, highlighting both areas of potential and ongoing challenges that may affect its future performance.
Bullish Takeaways- Bullish analysts maintain their Neutral or Hold ratings, indicating no major downgrades despite price target reductions.
- Current valuations are supported by a belief that core business fundamentals remain intact, even as short-term headwinds persist.
- Stable analyst ratings suggest confidence in the company's management execution and its ability to adapt operations in a more challenging environment.
- Price targets have been lowered, reflecting expectations of softer revenue growth and increased discount rates.
- Bearish analysts express concern about external macroeconomic factors weighing on overall demand for Solvay's products.
- There is an acknowledged risk of underperformance if the company is unable to effectively improve growth metrics or offset wider industry pressures.
Valuation Changes
- Consensus Analyst Price Target has decreased marginally, from €28.97 to €28.70.
- Discount Rate has risen slightly, moving from 8.18% to 8.27%.
- Revenue Growth expectations have declined modestly, shifting from -2.57% to -2.62%.
- Net Profit Margin has edged down, from 6.86% to 6.83%.
- Future P/E Ratio remains essentially unchanged at 12.25x.
Disclaimer
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