Update shared on16 Sep 2025
Fair value Decreased 1.38%Despite a modest improvement in revenue growth forecasts and a slight decline in the future P/E ratio, indicating improved earnings outlook and valuation, the consensus analyst price target for Pernod Ricard has edged down marginally to €108.84.
What's in the News
- Pernod Ricard provided sales guidance for FY26, describing it as a transition year with improving trends in Organic Net Sales expected to be weighted towards the second half (Key Developments, 2025-08-28).
- Japanese beverage giant Suntory has revived plans to acquire Pernod Ricard’s Imperial Blue whiskey brand in India, as part of Pernod’s ongoing portfolio restructuring that also includes job cuts and a division of its global brands; the sale, managed by Goldman Sachs, has attracted lukewarm interest with current bids far below the $600-650 million asking price (Key Developments, 2025-06-25).
- The divestment of Imperial Blue is a carve-out deal without production assets or distribution, which has hampered bidder enthusiasm due to valuation concerns (Key Developments, 2025-06-25).
- Pernod Ricard is among leading global alcohol companies exploring opportunities in the cannabis beverage market, particularly leveraging federally legal hemp-derived THC (Periodicals, Reuters, 2025-07-23).
- Competitors mentioned in the potential cannabis beverage space include Constellation Brands, Molson Coors, AB InBev, and Brown-Forman, signaling increased sector interest and possible future competition for Pernod Ricard (Periodicals, Reuters, 2025-07-23).
Valuation Changes
Summary of Valuation Changes for Pernod Ricard
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €110.37 to €108.84.
- The Consensus Revenue Growth forecasts for Pernod Ricard has significantly risen from -0.4% per annum to -0.3% per annum.
- The Future P/E for Pernod Ricard has fallen slightly from 17.89x to 17.45x.
Disclaimer
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