Analysts have slightly lowered their price target for Vallourec from €20.33 to €20.11. They cite marginal adjustments to discount rates, revenue growth projections, and improved profit margins in their updated models.
What's in the News
- Vallourec plans to invest up to $48 million to expand operations in Youngstown, Ohio, supporting increased capacity for high-torque connections and creating 40 new full-time jobs. Construction is underway and expected to finish by early 2027 (Key Developments).
- Chief Financial Officer Sascha Bibert will depart from Vallourec in December. His successor has already been identified and is set to join the Executive Committee (Key Developments).
- Vallourec has secured a second contract from TotalEnergies to supply casing, tubing, and accessories for 48 wells in Iraq, contributing to the country's electricity supply and energy transition efforts (Key Developments).
- Vallourec has been awarded a major contract by Petrobras for the supply of seamless pipes and premium connections for offshore operations from 2026 to 2029, with potential revenues up to USD 1 billion (Key Developments).
- Vallourec will supply subsea premium carbon-steel line pipes for Shell Brasil's deepwater Orca project in Brazil through a contract with TechnipFMC (Key Developments).
Valuation Changes
- The consensus analyst price target has decreased slightly from €20.33 to €20.11.
- The discount rate has fallen from 7.21% to 6.69%.
- Revenue growth projections have declined marginally from 4.99% to 4.95%.
- The net profit margin is projected to rise from 13.33% to 13.41%.
- Future P/E has decreased from 11.29x to 10.95x.
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