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Bodycote Community
LSE:BOY Community
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Bodycote
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Localization And Regulation Will Pressure Revenue Despite Efficiency Gains
Key Takeaways Reshoring of manufacturing and supply chain localization threaten Bodycote's cross-border business and expansion prospects, particularly in emerging Asian and Eastern European markets. New regulations, technology shifts, high exposure to cyclical markets, and intensifying competition endanger Bodycote's core revenues, cost structure, and market share.
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UK£5.60
FV
12.6% overvalued
intrinsic discount
-2.43%
Revenue growth p.a.
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20 days ago
author updated this narrative
Bodycote
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Reshoring And Decarbonisation Will Reshape Aerospace And EV Sectors
Key Takeaways Margin and profit gains could exceed expectations due to accelerated core business improvements, strategic expansions, and strong performance in key segments. Industry trends, such as reshoring and decarbonisation, combined with operational efficiencies, position Bodycote for sustained revenue, earnings, and cash flow outperformance.
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UK£8.45
FV
25.4% undervalued
intrinsic discount
0.71%
Revenue growth p.a.
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22 days ago
author updated this narrative
Bodycote
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
US Aerospace And Defense Expansion Will Harness Industry 40 Trends
Key Takeaways Capacity expansions, specialized investments, and focus on high-growth markets position Bodycote for accelerated revenue growth, market share gains, and a stronger business mix. Continued innovation, optimization, and sustainability initiatives enhance pricing power, expand margins, and support long-term competitiveness in advanced material processing sectors.
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UK£7.44
FV
15.2% undervalued
intrinsic discount
0.079%
Revenue growth p.a.
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about 12 hours ago
author updated this narrative
Your Valuation for
BOY
BOY
Bodycote
Your Fair Value
UK£
Current Price
UK£6.31
14.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
805m
2015
2018
2021
2024
2025
2027
2030
Revenue UK£739.6m
Earnings UK£28.9m
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