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VALMT: Segment Separation Review Will Support Steady Future Returns

Operating Model Reforms And Biomaterial Focus Will Unlock Efficiency

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VALMT
AnalystConsensusTarget
Not Invested
Published 16 Dec 2024
9 viewsusers have viewed this narrative update

Update shared on 05 Aug 2026

Fair value Increased 9.47%
Previous
05 Aug
€27.78
AnalystConsensusTarget's Fair Value
€31.02
10.4% undervalued intrinsic discount
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1Y
-7.7%
7D
0.5%

Analysts have raised their price target for Valmet Oyj by €2.68 to €31.02, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples.

What’s in the News for Valmet Oyj

  • Valmet reported strong Q2 2026 results with net sales and comparable EBITA above analyst expectations, and reaffirmed its 2026 guidance that net sales and comparable EBITA are estimated to stay at or above 2025 levels. Source: recent Q2 2026 results and guidance update.
  • The company completed the acquisition of Severn Group on July 1, 2026, which is intended to support the Process Performance Solutions segment. Source: Q2 2026 results release.
  • Valmet initiated a strategic review on a potential separation of its Biomaterial Solutions and Services and Process Performance Solutions businesses into two independently listed companies on Nasdaq Helsinki. Sources: company inside information release and strategic review announcement.
  • Valmet announced Executive Leadership Team changes for 2026 to 2027, including the planned departure of current CFO Katri Hokkanen by the end of September 2026 and the appointment of Pia Aaltonen Forsell as new CFO by January 2027. Sources: executive change announcements and corporate filing.
  • The company reported that its shares rose nearly 29% following the Q2 2026 earnings announcement and strategic review plans. Source: Q2 2026 results news coverage.

Valuation Changes

  • Fair Value has risen slightly, moving from €28.33 to €31.02.
  • Discount Rate has fallen slightly, moving from 8.34% to 8.01%.
  • Revenue Growth assumption has risen slightly, moving from 1.74% to 2.01%.
  • Profit Margin assumption has inched higher, moving from 8.00% to 8.10%.
  • Future P/E multiple has risen slightly, moving from 15.0x to 15.7x.

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