Update shared on20 Oct 2025
Fair value Increased 6.09%Narrative Update on Ceconomy
Analysts have raised Ceconomy's fair value estimate from €4.27 to €4.53 per share, citing a modest improvement in profit margin projections, while expectations for revenue growth have been lowered.
What's in the News
- JD.com's talks to acquire Ceconomy are reportedly in the final stages, with an official deal announcement possible soon (Reuters).
- JD.com has proposed to acquire a 74.65% stake in Ceconomy for €1.7 billion. The offer is €4.60 per share in cash, and the company plans to maintain Ceconomy as a stand-alone European business.
- As part of the proposed takeover, investors representing a combined 57.1% of Ceconomy's shares have agreed to tender their shares or retain holdings with JD.com, supporting the deal's completion.
- Ceconomy has provided new earnings guidance for the year ending September 2025, forecasting EBIT of approximately €375 million.
- Ceconomy AG has been removed from the Germany Small DAX (Total Return) Index.
Valuation Changes
- Fair Value Estimate has risen from €4.27 to €4.53 per share, reflecting a modest improvement.
- The discount rate decreased slightly from 8.63% to 8.58%, indicating a marginally lower perceived risk.
- The revenue growth forecast has fallen significantly, from 2.84% to 1.47%.
- Net profit margin is projected to improve slightly, increasing from 1.84% to 1.96%.
- The future P/E ratio has risen slightly from 5.44x to 5.53x.
Disclaimer
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