Babcock International Group

Skynet Success And Global Partnerships Ignite Growth In Aerospace And Defense

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Dec 24

Updated

05 Dec 25

Views

239

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

146.7%

7D

0.2%

Loading

1Y

146.7%

7D

0.2%

You can edit this narrative until Dec 6 6:10 AM. Then, changes will post as Updates.

Author's Valuation

UK£13.085.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 2.67%

BAB: Medium-Term Prospects Will Improve As Long-Term Defence Contracts Mature

The analyst price target for Babcock International Group has been raised from £14.50 to £15.00, as analysts cite sustained revenue growth expectations and slightly higher valuation multiples despite a modestly lower projected profit margin. Analyst Commentary Bullish analysts highlight that the successive price target increases reflect rising confidence in Babcock International Group's ability to deliver on its medium term growth plan, even as margin expectations normalize.

Shared on 21 Nov 25

Fair value Increased 1.91%

BAB: Medium-Term Prospects Will Strengthen With Recent Sector Partnerships

Analysts have increased their price target for Babcock International Group to approximately £12.74 per share, up from £12.50. They cite modest improvements in revenue growth and profit margins as key drivers of the slight upward revision.

Shared on 23 Sep 25

Fair value Increased 5.34%

Babcock International’s consensus price target has been raised to £12.50, as analysts cite upgrades to guidance, strong results, improved contract execution, and increased confidence in management and margins, despite some caution over the rapid share rally. Analyst Commentary Upgrades to guidance and strong financial results have driven bullish analysts to raise price targets.

Shared on 02 Sep 25

Fair value Increased 2.51%

Upward revisions in Babcock International Group’s price target reflect strong results, upgraded guidance, and improved operational confidence, with the consensus fair value rising from £11.58 to £11.87. Analyst Commentary Bullish analysts cited strong company results and upgraded future guidance as a key driver for raising price targets.

Shared on 01 May 25

Fair value Increased 39%

Shared on 23 Apr 25

Fair value Increased 4.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 3.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.85%

AnalystConsensusTarget has increased revenue growth from 4.7% to 5.3%.

Shared on 12 Mar 25

Fair value Decreased 34%

AnalystConsensusTarget has increased revenue growth from 3.8% to 4.7%.

AnalystConsensusTarget Fair Value

UK£13.08

5.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.76%

Aerospace & Defense revenue growth rate

0.50%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.09%

Calculation

UK£335.79m

Earnings '28

x

24.69x

PE Ratio '28

=

UK£8.29b

Market Cap '28

UK£8.29b

Market Cap '28

/

498.82m

No. shares '28

=

UK£16.62

Share Price '28

UK£16.62 Share Price '28

Discounted to 2025 @ 8.37% p.a.

=

UK£13.06

Fair Value '25