Update shared on27 Aug 2025
Fair value Increased 1.49%Analysts have raised Wärtsilä’s price target slightly to €20.39 on the back of strong order intake, margin expansion, and increased demand for decarbonization solutions, though tempered by supply chain risks and valuation concerns.
Analyst Commentary
- Bullish analysts cited improved order intake across both Marine and Energy segments, supporting upward price target revisions.
- Margin expansion driven by ongoing cost optimization measures was highlighted as a key positive.
- Increased visibility on Wärtsilä’s decarbonization solutions and related long-term demand was factored into higher valuations.
- Cautious outlooks were maintained by some analysts due to persistent supply chain headwinds and near-term macroeconomic uncertainty.
- Bearish analysts emphasized that current valuation already discounts much of the anticipated recovery, leading to rating downgrades or more conservative stances.
What's in the News
- Repurchased 1,000,000 shares (0.17%) for €18.15 million, completing the buyback program announced in April 2025.
- Concluded the strategic review of Energy Storage and Optimisation, resulting in the separation of Wärtsilä Energy into two independent reporting segments: Wärtsilä Energy and Wärtsilä Energy Storage, effective from April 2025.
Valuation Changes
Summary of Valuation Changes for Wärtsilä Oyj Abp
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €20.09 to €20.39.
- The Consensus Revenue Growth forecasts for Wärtsilä Oyj Abp has significantly fallen from 5.9% per annum to 5.1% per annum.
- The Net Profit Margin for Wärtsilä Oyj Abp has risen slightly from 8.55% to 8.80%.
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