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ARYN: Leadership Change And Margin Stability Will Drive Future Upside Potential

Update shared on 21 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-17.3%
7D
0.3%

Analysts have raised their price target on ARYZTA by CHF 0.09 to reflect slightly higher long term earnings expectations, driven by modestly improved profit margin and valuation multiple assumptions.

What's in the News

  • CEO Michael Schai has stepped down with immediate effect after a mutual decision with the Board that a leadership change is in the best interests of the company and its stakeholders, with Chairman Urs Jordi appointed interim CEO to ensure continuity of strategy execution (Key Developments).
  • ARYZTA AG has confirmed its earnings guidance for 2025, reiterating expectations for low to mid single digit organic growth, signaling management confidence in the current business trajectory (Key Developments).

Valuation Changes

  • Fair Value Estimate: unchanged at approximately 74.58, indicating no revision to the intrinsic value assessment.
  • Discount Rate: stable at around 3.86 percent, suggesting no change in the assumed cost of capital.
  • Revenue Growth: effectively unchanged at about 2.44 percent, reflecting consistent long term top line expectations.
  • Net Profit Margin: steady at roughly 5.60 percent, with only a negligible upward adjustment to long term profitability assumptions.
  • Future P/E: risen slightly from about 15.97x to 16.06x, implying a modestly higher valuation multiple applied to expected earnings.

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Disclaimer

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