Update shared on10 Sep 2025
Fair value Decreased 1.89%Rockwool’s consensus price target was modestly reduced to DKK286.23 as analysts adopted a more cautious near-term outlook due to ongoing margin pressures, elevated input costs, and sluggish recovery in European construction demand.
Analyst Commentary
- Modest reduction in price targets attributed to more cautious outlooks on near-term growth prospects.
- Analysts cite persistent margin pressures driven by elevated input costs and ongoing pricing competition.
- Slower recovery in European construction demand is dampening overall revenue expectations.
- Bullish analysts maintain a positive long-term view based on structural demand for energy-efficient building solutions, despite short-term headwinds.
- Neutral and bearish analysts emphasize heightened macroeconomic uncertainty and potential impact from regulatory delays.
What's in the News
- Rockwool lowered its 2025 earnings guidance, now expecting full-year revenue to be flat in local currencies versus the previous outlook of low single-digit growth.
- The company forecast an EBIT margin below 16% for 2025, down from the prior outlook of around 16%.
- Rockwool completed a share buyback, repurchasing 1,527,500 shares (0.71%) for €59 million under the program announced in February.
Valuation Changes
Summary of Valuation Changes for Rockwool
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from DKK291.73 to DKK286.23.
- The Future P/E for Rockwool has significantly risen from 13.42x to 98.76x.
- The Consensus Revenue Growth forecasts for Rockwool has fallen from 4.6% per annum to 4.3% per annum.
Disclaimer
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