Analysts have modestly increased their price target for Vallourec to €20.33, citing minor adjustments in discount rate assumptions. Core growth and margin forecasts remain steady.
What's in the News
- Vallourec will participate in ADIPEC 2025, where it will showcase new VAM connection innovations and technologies for the energy transition at booth 3115, hall 3 in Abu Dhabi from 3 to 6 November 2025 (Key Developments).
- The company will present Delphy, its underground hydrogen storage solution, along with its full range of engineering, field services, and tubular management solutions (Key Developments).
- Vallourec announced a new order from Petrobras for more than 30 units of SUBMAGNETICO FREE FLOW, an OCTG solution designed to prevent inorganic scaling in offshore production strings in Brazil (Key Developments).
- Vallourec secured a major long-term contract with Petrobras for the supply of seamless pipes and VAM premium connections for offshore projects from 2026 to 2029. This contract could potentially generate up to USD 1 billion in revenue (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remains steady at €20.33, reflecting minimal change in overall valuation expectations.
- Discount Rate has risen slightly to 7.21 percent, up from 7.12 percent. This indicates a modest adjustment in the risk assessment.
- Revenue Growth Forecast is virtually unchanged at 4.99 percent. This suggests stable expectations for future sales expansion.
- Net Profit Margin expectation holds steady at 13.33 percent, showing no significant revision to profitability projections.
- Future P/E ratio has risen slightly to 11.29x from 11.26x. This is a marginal increase in the anticipated earnings multiple.
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