Update shared on 18 Nov 2025
Analysts have reaffirmed their price target for Talenom Oyj at €3.50, citing stable growth projections and unchanged fair value expectations. This comes despite a slight adjustment in the discount rate and future P/E ratio.
What's in the News
- Easor, Talenom's software business, was spun off as a separate company in early 2025. It has begun launching its software concept in Spain. (Key Developments)
- The Easor software, previously exclusive to Talenom, is now being distributed to accounting firms outside the Group. It will be marketed under the Easor brand throughout Spain starting in October 2025. (Key Developments)
- Market research in early 2025 highlights that accounting firms are key influencers in software selection. This finding has shaped Easor's strategy to rapidly expand its accounting firm partner network. (Key Developments)
- Talenom initiated a strategic review in September 2025 regarding a potential separation of the Easor software business into an independent listed company. Further updates are expected as the process advances. (Key Developments)
Valuation Changes
- Fair Value Estimate: Remains unchanged at €3.50 per share.
- Discount Rate: Has risen slightly from 7.03% to 7.29%.
- Revenue Growth Projection: Remains constant at 7.61%.
- Net Profit Margin: Remains effectively unchanged at 9.68%.
- Future P/E Ratio: Has risen marginally from 12.35x to 12.45x.
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