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AnalystConsensusTarget updated the narrative for VRLA

Update shared on 14 Oct 2025

Fair value Decreased 2.18%
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AnalystConsensusTarget's Fair Value
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1Y
-2.7%
7D
-6.7%

Analysts have lowered their price target for Verallia Société Anonyme from €31.13 to €30.45, citing recent changes in the discount rate, revenue growth, and profit margin projections.

What's in the News

  • The Science Based Targets initiative has validated Verallia's Net Zero 2040 climate trajectory. This positions the company as the first global glass packaging producer to commit to this target. The Group is aiming for a 90% reduction in CO2 emissions (scopes 1 and 2) by 2040 compared to 2019, offsetting the remaining 10%. (Key Developments)
  • Kaon V, a fund managed by BW Gestao de Investimentos Ltda., completed the acquisition of an additional 49.42% stake in Verallia. This increases its holding to 77.05% of the share capital. The public tender offer was approved by European and French authorities and included a reopening period for shareholders. (Key Developments)
  • Verallia secured all necessary regulatory clearances for the takeover, including from the French Financial Markets Authority, European Commission, and relevant foreign investment control authorities. (Key Developments)
  • The Supervisory Board of Verallia’s employee share ownership fund (FCPE), which holds 4.5% of shares, decided not to tender these shares during the public offer. This underscores continued employee ownership within the Group. (Key Developments)
  • Verallia hosted its Analyst/Investor Day, providing stakeholders with updates on company performance and strategy. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has decreased slightly from €31.13 to €30.45.
  • The discount rate has risen modestly from 7.05% to 7.36%.
  • Revenue growth projections have fallen marginally from 1.91% to 1.82%.
  • Net profit margin forecasts have edged down from 10.14% to 10.10%.
  • The future P/E ratio has declined slightly from 12.30x to 12.22x.

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Disclaimer

AnalystConsensusTarget 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 AnalystConsensusTarget 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 AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.