Update shared on27 Aug 2025
Fair value Increased 4.41%The slight rise in Eutelsat Communications’ Future P/E and discount rate suggests marginally increased growth expectations and perceived risk, resulting in a higher analyst price target from €3.24 to €3.39.
What's in the News
- Eutelsat announced two major private placements, raising €716 million with participation from Agence des Participations de l’Etat, Bharti Space Limited, CMA CGM, and Le Fonds Stratégique de Participations, plus an additional €163.3 million with British Government involvement; both are pending approvals and expected to close by year-end 2025.
- The company is in talks to raise €1.5 billion to expand its low-Earth orbit (LEO) satellite network, potentially increasing the French government’s stake from 13.6% to 30%.
- Eutelsat secured major LEO connectivity contracts: with NSSLGlobal and the UK’s FCDO Services to support global UK government operations, and with Orange to reinforce enterprise and government satellite solutions.
- A landmark 10-year framework agreement (up to €1bn) was signed with France’s Ministry of Defence for priority space resources and secure LEO capacity for military use, establishing Eutelsat as a key partner in the NEXUS program and IRIS2 initiative.
- Eutelsat guidance for FY 2025-26 foresees 50% year-on-year LEO revenue growth offsetting but not yet surpassing declines in GEO revenues affected by Russian sanctions, targeting revenues in line with the previous year and an EBITDA margin slightly below FY 2024-25.
Valuation Changes
Summary of Valuation Changes for Eutelsat Communications
- The Consensus Analyst Price Target has risen slightly from €3.24 to €3.39.
- The Future P/E for Eutelsat Communications has risen slightly from 22.18x to 23.26x.
- The Discount Rate for Eutelsat Communications has risen slightly from 9.54% to 9.79%.
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