Update shared on 12 Dec 2025
Fair value Decreased 1.33%Analysts have trimmed their price target for Carl Zeiss Meditec by approximately EUR0.50, reflecting a slightly higher discount rate despite improved expectations for revenue growth and profit margins.
What's in the News
- FluoGuide A/S entered a non exclusive collaboration with ZEISS Medical Technologies to develop FG001 for tumor imaging and surgical margin assessment in head and neck cancer, focused on supporting the clinical phase and with no expected impact on 2025 financial results (company announcement)
- ZEISS and LG Chem formed a strategic alliance to secure robust, sustainable, industrial scale photopolymer film supply for ZEISS Holographic Windshield Displays, a key enabling material for next generation automotive head up display technologies (company announcement)
- Under the ZEISS LG Chem agreement, LG Chem will supply photopolymer films into the ZEISS Microoptics Enabling Ecosystem, supporting global automotive OEM programs and targeting first series production of holographic windshield displays in 2029 (company announcement)
Valuation Changes
- Fair Value: reduced slightly from €36.93 to €36.44, reflecting a marginally lower estimated intrinsic value per share.
- Discount Rate: risen moderately from 5.61% to 5.89%, indicating a somewhat higher required return and risk assessment.
- Revenue Growth: increased meaningfully from 4.55% to 6.19%, pointing to stronger expectations for top line expansion.
- Net Profit Margin: improved modestly from 8.96% to 9.54%, signaling slightly better anticipated profitability.
- Future P/E: decreased from 17.15x to 15.47x, suggesting a lower valuation multiple applied to forward earnings.
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