Update shared on 31 Oct 2025
Fair value Decreased 1.20%Analysts have reduced their fair value estimate for Beiersdorf from €118.32 to €116.89, citing slightly lower forecasts for revenue growth and profit margins in light of recent downward price target revisions across the sector.
Analyst Commentary
Following a series of recent street research reports, analysts have updated their perspectives on Beiersdorf. These perspectives reflect a mix of optimism for long-term positioning and caution given short-term headwinds.
Bullish Takeaways- Bullish analysts believe Beiersdorf remains well positioned in its core categories. Strong brands like Nivea are seen as supporting robust organic growth potential, especially if successful innovation ramps up as planned.
- Some note that price targets, despite coming down from previous highs, still imply upside from current levels if execution on brand relaunches and product pipeline is delivered.
- The anticipated launch of new products, including initiatives such as the Epigenetic platform, is seen as an opportunity to drive future sales across multiple markets.
- Bearish analysts flag that growth in key brands, such as Nivea, has slowed in recent periods. This raises concerns about the sustainability of premium valuations unless organic sales accelerate.
- Concerns persist that new product launches may cannibalize existing business lines, weighing on near-term profitability and potentially limiting margin expansion.
- Multiple price target reductions across the sector point to a more cautious stance on future revenue and margin growth, making further outperformance more challenging in the current environment.
- Downgrades in overall rating, such as the shift from Buy to Hold by certain major institutions, highlight increased skepticism about the company's ability to maintain momentum over the medium term.
What's in the News
- Beiersdorf has adjusted its full year 2025 earnings guidance, now anticipating approximately 2.5% organic sales growth in its consumer segment (Key Developments).
- The company also expects group organic sales growth to reach around 3% for the same period (Key Developments).
Valuation Changes
- The Fair Value Estimate has decreased modestly from €118.32 to €116.89 per share.
- The Discount Rate edged down slightly from 5.44% to 5.43%.
- The Revenue Growth Forecast has fallen from 3.39% to 3.28%.
- The Net Profit Margin projection decreased narrowly, from 10.65% to 10.62%.
- The Future P/E Ratio estimate declined modestly from 25.68x to 25.53x.
Disclaimer
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