Update shared on11 Sep 2025
Fair value Increased 3.15%Analysts have modestly raised Aurubis’s price target to €81.88, citing improved sector sentiment and higher metal price assumptions, but maintain cautious stances due to ongoing uncertainties and limited near-term catalysts.
Analyst Commentary
- Bullish analysts cite improved sector sentiment within European Metals & Mining for raising targets modestly.
- Price targets incorporate higher than previously expected metal prices, supporting revenue forecasts.
- Slight upgrades reflect better operational outlook, but not enough to warrant strong Buy recommendations.
- Cautious outlook persists due to ongoing market and operational uncertainties, with analysts maintaining Hold or Equal Weight stances.
- The downgrade to Add signals that while upside potential exists, near-term positive catalysts are likely already priced in.
What's in the News
- Aurubis commissioned a €10 million steam accumulator system at its Lunen site, boosting energy efficiency, cutting about 5,000 tons of CO2 annually, saving 2 million cubic meters of natural gas, and contributing over €1 million to annual EBITDA; this supports the company's 2030 climate targets.
- Signed a Memorandum of Agreement with Troilus Gold for the long-term offtake of copper-gold concentrate from the Troilus Project in Quebec, strengthening supply chain security between North America and Europe and supporting Troilus's project financing.
- Raised fiscal year 2024/2025 operating EBT guidance to €330–370 million (from €300–400 million), citing strong sulfuric acid revenues and improved metal results despite tight copper concentrate and recycling material supplies.
- Successfully completed the largest scheduled maintenance shutdown in decades at the Bulgarian plant, investing €115 million to upgrade core smelting and sulfuric acid facilities, increasing production efficiency and extending future maintenance intervals, while advancing decarbonization through additional capacity and energy efficiency investments.
Valuation Changes
Summary of Valuation Changes for Aurubis
- The Consensus Analyst Price Target has risen slightly from €79.38 to €81.88.
- The Future P/E for Aurubis has significantly risen from 14.79x to 16.47x.
- The Net Profit Margin for Aurubis has fallen from 1.33% to 1.24%.
Disclaimer
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