Update shared on20 Sep 2025
Fair value Increased 1.20%The upward revision in GEA Group's net profit margin alongside a lower future P/E suggests improved profitability and valuation, supporting a slight increase in the consensus analyst price target to €60.29.
What's in the News
- GEA Group raised its 2025 earnings guidance, now expecting organic revenue growth of 2% to 4% (previously 1% to 4%).
- GEA secured a large contract to supply comprehensive dairy farming and processing solutions for a major integrated dairy farm and milk powder facility in Algeria, one of its largest single orders (order volume €140–170 million, intake booked in H2 2025).
- The Algerian project, in partnership with Baladna and the Algerian government, aims to provide about 50% of Algeria's milk powder needs, create approximately 5,000 jobs, and commence milk powder production in late 2027.
- GEA divisions Liquid & Powder Technologies and Farm Technologies will be major contributors, showcasing GEA’s broad process engineering and value chain capabilities in the dairy sector.
Valuation Changes
Summary of Valuation Changes for GEA Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €59.57 to €60.29.
- The Net Profit Margin for GEA Group has risen from 9.42% to 10.07%.
- The Future P/E for GEA Group has fallen from 18.57x to 17.56x.
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