Update shared on07 Aug 2025
Fair value Increased 7.34%Despite a significant reduction in forecasted revenue growth, Eutelsat Communications’ consensus analyst price target has increased to €3.17, reflecting a higher future P/E multiple.
What's in the News
- Eutelsat expects 50% year-on-year growth in LEO revenues for 2025-26, offsetting but not fully outweighing continuing GEO revenue decline due to additional Russian sanctions; revenue and EBITDA margin guidance is stable to slightly lower versus prior year.
- Eric Labaye is under consideration for appointment as Board member and Chairman of Eutelsat Communications and Eutelsat SA.
- Eutelsat signed agreements with NSSLGlobal and the UK's FCDO Services to deliver OneWeb LEO connectivity supporting critical UK government activities worldwide, enhancing resilience for British Overseas Territories.
- Announced €163.3 million private placement of common shares with British Government participation, and a separate €716 million private placement with major shareholders including Agence des Participations de l’État and Bharti Space Limited, subject to closing by year-end.
- Entered into a 10-year, up to €1 billion framework agreement with the French Ministry of Defence to supply secured space resources via OneWeb LEO, marking the first step in France’s NEXUS defense satellite program.
Valuation Changes
Summary of Valuation Changes for Eutelsat Communications
- The Consensus Analyst Price Target has risen from €2.95 to €3.17.
- The Consensus Revenue Growth forecasts for Eutelsat Communications has significantly fallen from 3.0% per annum to 1.9% per annum.
- The Future P/E for Eutelsat Communications has risen from 20.99x to 22.25x.
Disclaimer
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