Update shared on 12 Dec 2025
Narrative Update on Lassonde Industries
Analysts have maintained their price target for Lassonde Industries at approximately $268 per share. This reflects unchanged assumptions around the discount rate, revenue growth, profit margins, and future valuation multiples, despite recent model refinements.
What's in the News
- Issued 2025 sales guidance calling for a growth rate slightly above 10%, assuming no major external shocks and excluding foreign exchange impacts (company guidance)
- Expects a full year of contribution from Summer Garden in 2025, versus only five months in 2024, which is expected to boost reported sales (company guidance)
- Anticipates higher volumes supported by a growing “Buy Canadian” sentiment among consumers, particularly in its domestic market (company guidance)
- Plans to benefit from the run rate effect of existing and planned selling price adjustments across its product portfolio (company guidance)
- Projects a sequential improvement in U.S. sales volume, driven by demand rebuild initiatives and added capacity from a new single serve line in North Carolina (company guidance)
Valuation Changes
- Fair Value: Unchanged at approximately CA$268 per share, indicating no revision to the overall equity valuation.
- Discount Rate: Essentially flat at about 6.12%, with only a negligible technical adjustment, implying a stable risk assessment.
- Revenue Growth: Steady at roughly 3.8% per year, with no material change to long term topline growth expectations.
- Net Profit Margin: Effectively unchanged at about 5.7%, reflecting consistent assumptions on operating efficiency and profitability.
- Future P/E: Stable at around 10.4x, suggesting no significant shift in the valuation multiple applied to projected earnings.
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