Update shared on 13 Nov 2025
Fair value Increased 6.68%Analysts have raised their average price target for Chemtrade Logistics Income Fund from C$15.50 to approximately C$16.54. They cited the company's continued earnings outperformance, improved growth prospects, and robust financial position.
Analyst Commentary
Recent analyst activity surrounding Chemtrade Logistics Income Fund has been notably positive, with several firm upgrades and price target increases reflecting growing confidence in the company’s outlook.
Bullish Takeaways
- Bullish analysts are responding to Chemtrade’s continued earnings beat and optimistic financial guidance. They cite these as indicators of sustained strong performance and operational execution.
- Upgrades highlight the company’s attractive pipeline of organic growth opportunities, suggesting further expansion potential that may drive long-term shareholder value.
- Several analysts point to Chemtrade’s robust balance sheet and strong financial positioning, which they see as supportive of higher valuations and increased price targets.
- Some expect that recent positive momentum, combined with compelling valuation metrics, could continue to attract investor interest as growth prospects improve.
Bearish Takeaways
- Bears remain cautious regarding uncertainties tied to the renewal of Chemtrade’s North Vancouver plant lease. The outcome may impact future operations and earnings visibility.
- While there is optimism about regulatory support, the lack of final municipal approval introduces an element of risk to the company’s near-term growth trajectory.
- Some analysts note that, despite recent upgrades, Chemtrade’s share price gains may be tempered if growth catalysts take longer than anticipated to materialize.
What's in the News
- Chemtrade Logistics Income Fund has announced a share repurchase program to buy back up to 11,231,131 shares, approximately 9.95% of its issued share capital. All repurchased shares will be cancelled. The program is valid until August 18, 2026. (Key Developments)
- As of August 13, 2025, the company reported 112,906,332 common shares outstanding. (Key Developments)
- The Board of Directors of Chemtrade Logistics Income Fund authorized the buyback plan on August 15, 2025. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased from CA$15.50 to CA$16.54, representing a moderate upward adjustment.
- Discount Rate has decreased slightly, moving from 7.61% to 7.52%. This signals marginally improved perceived risk.
- Revenue Growth estimates have edged down from 6.17% to 6.13%.
- Net Profit Margin forecasts show a small decline, shifting from 8.59% to 8.21%.
- Future P/E ratio projections have risen from 9.08x to 10.12x. This suggests higher growth or valuation expectations.
Disclaimer
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