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CLARI Will Benefit From Confirmed 2025 Guidance And Revenue Visibility

Aging Demographics And Digital Tools Will Fuel Resilient Recovery

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CLARI
AnalystHighTarget
Not Invested
Published 27 Aug 2025

Update shared on 20 Dec 2025

Fair value Decreased 24%
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AnalystHighTarget's Fair Value
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Narrative Update on Clariane

Analysts have trimmed their price target on Clariane from €6.80 to €5.20, citing lower expected revenue growth, compressed profit margins, and a higher implied future valuation multiple that together point to a more challenging earnings outlook.

What's in the News

  • Clariane SE confirmed its group earnings guidance for 2025, maintaining an organic revenue growth target of around 5 percent (company guidance)
  • The reaffirmed 2025 target indicates that management remains confident in demand resilience and the companys ability to execute its strategic plan despite margin pressures (company guidance)
  • Stable forward guidance provides greater visibility for investors, which may reduce uncertainty around Clarianes medium term growth trajectory (company guidance)

Valuation Changes

  • Fair Value: reduced significantly from €6.80 to €5.20, implying a more cautious assessment of upside potential.
  • Discount Rate: risen slightly from 12.1 percent to 12.3 percent, reflecting a modest increase in perceived risk or required return.
  • Revenue Growth: trimmed from about 6.4 percent to about 5.6 percent, indicating lower expected top line expansion.
  • Net Profit Margin: fallen significantly from about 5.7 percent to about 3.1 percent, pointing to a weaker profitability outlook.
  • Future P/E: increased markedly from about 9.6x to about 14.1x, suggesting that a larger share of valuation is now driven by expectations further into the future.

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Disclaimer

AnalystHighTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystHighTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystHighTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.