Update shared on 26 Nov 2025
Fair value Increased 0.28%Analysts have slightly raised their price target for Pembina Pipeline, increasing it from $58.89 to $59.06. This adjustment is attributed to incremental improvements in profit margins and updated revenue growth outlooks.
What's in the News
- The company has signed a 20-year agreement with PETRONAS subsidiaries for the use of 1.0 million tonnes per annum of its Cedar LNG liquefaction capacity. The company aims to finalize the remainder by the end of 2025. The $4 billion Cedar LNG project remains on budget and is expected to be operational in late 2028. (Key Developments)
- Updates on the Greenlight Electricity Centre project in Alberta report a conditional land sale valued at approximately $190 million (net to Pembina). The sale is expected to close in Q4 2025, with project start-up possible as early as 2030 and further investment plans underway. (Key Developments)
- Pembina provided notice regarding redemption of its Series 9 Class A Preferred Shares and is guiding shareholders to consult their intermediaries regarding the process. (Key Developments)
- The Canada Energy Regulator has approved a negotiated settlement between Alliance Pipeline and its shippers for the Canadian portion of the pipeline. (Key Developments)
Valuation Changes
- Fair Value Estimate has risen slightly from CA$58.89 to CA$59.06.
- Discount Rate has decreased marginally, moving from 6.14% to 6.12%.
- Revenue Growth Forecast has been reduced significantly, now at 0.71% compared to the previous 1.17%.
- Net Profit Margin is projected to improve, increasing from 24.24% to 24.63%.
- Future P/E Ratio is nearly unchanged, moving from 20.38x to 20.39x.
Disclaimer
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