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SKAN: Strong Order Intake Will Drive Rebound And Earnings Recovery In 2026

US And Asian Expansion Will Unlock Pharmaceutical Market Potential

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SKAN
AnalystConsensusTarget
Not Invested
Published 30 Mar 2025

Update shared on 09 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-31.3%
7D
-1.9%

Analysts have nudged their price target for SKAN Group slightly higher to CHF 74.00, reflecting marginally more favorable assumptions for discount rates, long term growth, and future profitability while keeping fair value essentially unchanged.

What's in the News

  • SKAN Group lowered its 2025 earnings guidance after a review of its project portfolio revealed delays that will weigh on sales and profitability in the current financial year. Net sales are now expected to decline by a high single digit percentage instead of the previously guided mid teens growth, and the company now expects an EBITDA margin of 14% to 16% (company guidance).
  • Despite the weaker 2025 outlook, order intake is described as very positive and is said to underpin expectations for a significantly stronger 2026 financial year compared to both 2024 and 2025 (company guidance).
  • The company confirmed its medium term guidance and reiterated expectations for annual net sales growth in the mid to upper teens, supported by structural market growth, a strong global competitive position, and a solid project pipeline (company guidance).

Valuation Changes

  • Fair Value: unchanged at CHF 74.00 per share, indicating no material revision to the overall valuation outcome.
  • Discount Rate: fallen slightly from 4.58% to 4.57%, reflecting a marginally lower perceived risk profile or funding cost.
  • Revenue Growth: effectively unchanged at around 20.84% per year, signaling stable long term growth expectations.
  • Net Profit Margin: essentially unchanged at about 11.66%, suggesting no meaningful shift in long term profitability assumptions.
  • Future P/E: edged down slightly from 27.25x to 27.24x, implying a marginally lower valuation multiple applied to expected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.