Global Demand Will Transform The Potash Fertilizer Sector

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Jan 25

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

5.9%

7D

2.9%

Loading

1Y

5.9%

7D

2.9%

You can edit this narrative until Nov 28 3:10 PM. Then, changes will post as Updates.

Author's Valuation

€12.614.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Decreased 0.84%

SDF: Shares Will Likely See Limited Upside Amid Ongoing Market Uncertainty

The consensus analyst price target for K+S has been lowered slightly, from approximately €12.72 to €12.61. This change reflects analysts' expectations for slower revenue growth and increased caution on the stock’s future outlook.

Shared on 13 Nov 25

Fair value Decreased 6.87%

SDF: Shares Will Likely Remain Rangebound Amid Market Caution And Modest Outlook

Analysts have reduced their price target for K+S, lowering the fair value estimate from EUR 13.66 to EUR 12.72. This adjustment reflects more cautious projections based on updated revenue growth and profit margin expectations.

Shared on 23 Sep 25

Fair value Decreased 2.38%

K+S’s consensus price target was revised down to €13.66 as analysts cite fading momentum, weaker industry demand, and lower earnings forecasts, partially offset by improved operational efficiency. Analyst Commentary Bearish analysts cite fading positive momentum and recommend profit-taking after recent gains.

Shared on 27 Aug 25

Fair value Decreased 3.67%

K+S’s consensus price target has been revised down from €14.53 to €13.99 amid divergent analyst sentiment reflecting improved potash market fundamentals on one hand and concerns over limited upside, fading momentum, and fertilizer demand volatility on the other. Analyst Commentary Bullish analysts have increased price targets due to improved potash market fundamentals and expectations of higher realized prices.

Shared on 23 Apr 25

Fair value Increased 9.39%

Shared on 17 Apr 25

Fair value Increased 4.73%

AnalystConsensusTarget has increased revenue growth from 1.1% to 1.7%.

Shared on 09 Apr 25

Fair value Increased 2.01%

AnalystConsensusTarget has increased revenue growth from 0.9% to 1.1%, increased profit margin from 1.3% to 2.0% and decreased future PE multiple from 53.9x to 36.2x.

Shared on 02 Apr 25

Fair value Decreased 0.40%

AnalystConsensusTarget has increased revenue growth from 0.7% to 0.9%.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 18%

AnalystConsensusTarget has increased revenue growth from 0.2% to 0.7%, increased profit margin from 0.6% to 1.4% and decreased future PE multiple from 81.8x to 49.8x.

AnalystConsensusTarget Fair Value

€12.61

4.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.13%

Chemicals revenue growth rate

0.61%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.79%

Calculation

€157.11m

Earnings '28

x

17.03x

PE Ratio '28

=

€2.68b

Market Cap '28

€2.68b

Market Cap '28

/

179.10m

No. shares '28

=

€14.94

Share Price '28

€14.94 Share Price '28

Discounted to 2025 @ 5.82% p.a.

=

€12.61

Fair Value '25