Loading...
Back to narrative

VIE: New Contracts and Renewables Will Drive Earnings Progression Ahead

Update shared on 25 Nov 2025

Fair value Increased 2.41%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
6.5%
7D
0.7%

Analysts have slightly increased their price target for Veolia Environnement from €34.87 to €35.71. They cite modest improvements in profit margin expectations and stable valuation metrics, even though there has been a marginal dip in revenue growth projections.

What's in the News

  • Veolia secured $700 million in contracts to operate and maintain water treatment plants across Australia, including a 15-year deal with Central Highlands Water and an extension for the Gold Coast Desalination Plant. New solar panels have been installed to boost sustainability (Key Developments).
  • The company won the contract to operate Chile's first multipurpose desalination plant, Aguas Pacifico, in Valparaiso. The facility features full renewable energy use and advanced marine protection technologies (Key Developments).
  • Veolia and TotalEnergies signed a memorandum of understanding to cooperate on energy transition, methane emissions reduction, sustainable desalination, and resource recovery from waste (Key Developments).
  • A new 10-year agreement was signed to continue operating the wastewater treatment plant for Holyoke, Massachusetts. This marks the first use of Veolia's Hubgrade AI platform in the northeast US (Key Developments).
  • Veolia confirmed its earnings guidance for 2025, anticipating approximately 9% growth in net income at constant forex and strong organic revenue gains (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from €34.87 to €35.71, reflecting modest optimism.
  • Discount Rate has edged down from 6.41% to 6.40%, indicating a marginal decrease in perceived risk.
  • Revenue Growth projection has decreased modestly from 4.63% to 4.42%.
  • Net Profit Margin has improved slightly, moving from 3.66% to 3.68%.
  • Future P/E ratio has increased from 16.43x to 16.82x, suggesting somewhat higher earnings expectations in valuation.

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.