Update shared on04 Sep 2025
Analysts remain moderately optimistic on Givaudan, citing long-term benefits from regulatory-driven reformulation and market share gains tempered by near-term margin pressures and valuation concerns, resulting in an unchanged consensus price target of CHF4127.
Analyst Commentary
- Bullish analysts expect Givaudan to benefit from industry-wide reformulation trends starting in 2026 as regulatory pressures phase out synthetic colors and ingredients, particularly in the U.S.
- Increases in price targets reflect confidence in Givaudan’s ability to capture incremental market share and drive organic growth amid evolving consumer preferences.
- Recent modest reductions in price targets point to caution over margin pressures and near-term operational headwinds, despite maintaining positive long-term outlooks.
- Underweight analysts acknowledge gradual improvement but remain concerned about valuation, with only incremental upward adjustments to targets suggesting limited upside.
- The mix of upgrades and minor downgrades indicates consensus around steady but not spectacular prospects, with ongoing execution and regulatory adaptation key to future performance.
What's in the News
- Christian Stammkoetter, currently president of Asia, Middle East and Africa at Danone, will succeed Gilles Andrier as Givaudan’s CEO effective March 1.
- Gilles Andrier, retiring after 20 years as CEO, will be proposed as chairman at the 2026 AGM, as Calvin Grieder plans to step down from the board after 12 years.
Valuation Changes
Summary of Valuation Changes for Givaudan
- The Consensus Analyst Price Target remained effectively unchanged, at CHF4127.
- The Discount Rate for Givaudan remained effectively unchanged, at 4.52%.
- The Net Profit Margin for Givaudan remained effectively unchanged, at 15.40%.
Disclaimer
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