Update shared on 23 Oct 2025
Fair value Decreased 8.71%Analysts have revised ARYZTA's fair value estimate downward from CHF 86.23 to CHF 78.72. This change reflects modestly softer projected profit margins, even though there are slight improvements in expected revenue growth.
What's in the News
- ARYZTA AG confirms its earnings guidance for 2025 and maintains expectations for low to mid-single digit organic growth (Company statement).
- The Board of Directors has unanimously agreed, alongside Michael Schai, that he will step down immediately as CEO. Urs Jordi, current Chairman, is appointed as interim CEO to ensure continued leadership and strategy delivery (Company statement).
Valuation Changes
- Fair Value Estimate: Decreased from CHF 86.23 to CHF 78.72. This reflects a moderate downward adjustment.
- Discount Rate: Remains unchanged at 3.82%, indicating consistent assumptions on required returns.
- Revenue Growth: Increased slightly from 2.44% to 2.47%.
- Net Profit Margin: Declined from 5.88% to 5.60%.
- Future P/E Ratio: Reduced from 17.69x to 17.04x.
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