Analysts have slightly raised their price target on Vallourec to €20.30 from €20.00, citing modestly higher long term earnings multiples that offset a marginally softer outlook for revenue growth and profit margins.
What's in the News
- Commits at least €39 million, potentially up to €48 million, to expand its Youngstown, Ohio facility with a new VAM high torque threading line, adding 40 full time jobs and boosting North American energy supply chain capacity (company announcement)
- Awarded a second major contract by TotalEnergies to supply more than 30,000 tons of premium tubular solutions, including anti corrosion coated line pipe, for the AGUP2 phase of the Gas Growth Integrated Project in Iraq (company announcement)
- Secures an integrated contract with TechnipFMC and Shell Brasil to supply over 20,000 tons of subsea seamless premium carbon steel line pipes and coating services for the Orca deepwater project in the Santos Basin, Brazil (company announcement)
- Announces 2025 production guidance of around 6.2 million tonnes, indicating continued high utilization across key energy and industrial end markets (company guidance)
- Names Nathalie Delbreuve as Group Chief Financial Officer effective December 1, 2025, succeeding Sascha Bibert after a transition period (executive announcement)
Valuation Changes
- Fair Value: unchanged at €20.30 per share, indicating a stable overall valuation despite underlying estimate shifts.
- Discount Rate: risen slightly from 6.72 percent to about 6.73 percent, reflecting a marginally higher required return.
- Revenue Growth: fallen modestly from about 6.03 percent to roughly 5.83 percent, pointing to a slightly softer top line outlook.
- Net Profit Margin: declined moderately from about 12.86 percent to roughly 12.37 percent, implying a somewhat lower profitability profile.
- Future P/E: risen slightly from about 9.83x to roughly 10.29x, suggesting a modestly higher earnings multiple applied to forward profits.
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