Update shared on26 Aug 2025
Fair value Decreased 5.51%Rockwool's analyst price target has been revised downward from DKK310.81 to DKK293.67, primarily due to softer European insulation market demand, persistent margin pressures from higher input costs, sluggish recovery in construction end-markets, and ongoing macro uncertainty, with minor mitigation from efficiency and pricing actions.
Analyst Commentary
- Softer demand in the European insulation market leading to reduced revenue forecasts.
- Ongoing margin pressures from input cost inflation, particularly energy and raw materials.
- Delayed recovery in residential and commercial construction end-markets.
- Market uncertainty due to continued geopolitical risks and economic slowdown in key regions.
- Minor positive offset from efficiency initiatives and pricing actions helping to limit downside.
What's in the News
- Rockwool revised its 2025 earnings guidance, now expecting flat full-year revenue in local currencies versus prior low single-digit growth outlook.
- The company forecasts an EBIT margin below 16% for 2025, compared to the previous outlook of around 16%.
- Rockwool completed a share buyback program, repurchasing 1,527,500 shares (0.71%) for €59 million.
Valuation Changes
Summary of Valuation Changes for Rockwool
- The Consensus Analyst Price Target has fallen from DKK310.81 to DKK293.67.
- The Future P/E for Rockwool has significantly risen from 17.75x to 99.14x.
- The Consensus Revenue Growth forecasts for Rockwool has risen from 4.4% per annum to 4.8% per annum.
Disclaimer
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