Update shared on 27 Sep 2025
Fair value Decreased 1.77%Henkel KGaA’s consensus price target was revised down slightly to €80.36 as analysts note that although destocking headwinds have eased and margin recovery is underway, ongoing structural challenges and mixed segment performance warrant caution.
Analyst Commentary
- Bullish analysts cite that near-term destocking headwinds for Henkel’s consumer brands are now over, supporting a potential re-rating from previously depressed levels.
- Improving macroeconomic conditions are expected to benefit Henkel’s adhesives segment, providing further upside potential.
- The company is demonstrating a determined recovery in operating margins and has issued more confident guidance for FY25, following better-than-expected H1 performance.
- Persistent structural and cyclical pressures remain in beauty and consumer divisions, evident in continued volume contractions and challenging industry dynamics.
- Several analysts note that Henkel has likely passed its organic growth trough but remain cautious due to ongoing structural challenges and mixed segment performance.
What's in the News
- RBC Capital has lowered its price target on Henkel KGaA to EUR 78 from EUR 80, maintaining a Sector Perform rating on the shares (Periodicals).
- Henkel has expanded its manufacturing facility in Brandon, South Dakota, doubling its size to 70,000 square feet with a $30 million investment, enhancing its capabilities in thermal management and adhesives for the EV and electronics industries; the facility targets LEED Silver® certification and supports the company’s sustainability and digitization strategies (Key Developments).
- The Brandon facility is now capable of high-volume production of thermal management materials, positioning Henkel to support long-term growth in North America's EV and electronics sectors (Key Developments).
- The site expansion includes installation of advanced mixers, paperless workflows, and automation, reflecting Henkel’s commitment to operational efficiency and sustainable practices (Key Developments).
- Henkel revised its 2025 organic sales growth guidance to 1.0%-2.0%, down from the previous range of 1.5%-3.5% (Key Developments).
Valuation Changes
Summary of Valuation Changes for Henkel KGaA
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €81.80 to €80.36.
- The Consensus Revenue Growth forecasts for Henkel KGaA has significantly fallen from 1.4% per annum to 1.2% per annum.
- The Net Profit Margin for Henkel KGaA remained effectively unchanged, moving only marginally from 10.27% to 10.20%.
Disclaimer
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