Update shared on 28 Oct 2025
Fair value Increased 2.35%Analysts have raised their price target for Spirax Group to £10,500 from £7,500. They cited increased confidence in the company’s sustainable growth potential as reflected in recent research.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight that the upgraded price target reflects growing confidence in Spirax Group’s potential for sustainable long-term growth.
- Valuation is viewed as attractive, with current share prices not fully capturing the company’s growth prospects.
- The recent upgrade signals confidence in management’s ability to execute on strategic initiatives and deliver earnings expansion.
- Analysts point to robust underlying business fundamentals as support for an improved outlook and upward stock re-rating.
What's in the News
- Spirax Group plc provided full-year 2025 revenue guidance, stating that expectations for organic group revenue growth are to remain in line with 2024 (Key Developments).
- The company declared an interim dividend of 48.9 pence per share, representing a 3% increase over last year's interim dividend. This dividend will be paid on 14 November 2025 to shareholders registered by 17 October 2025 (Key Developments).
Valuation Changes
- Fair Value has risen slightly to £76.87 from £75.11. This reflects a modest increase in estimated intrinsic value.
- Discount Rate increased marginally, moving up to 8.82% from 8.64%.
- Revenue Growth projections dipped marginally and are now estimated at 4.56% compared to the previous 4.58%.
- Net Profit Margin improved slightly, rising to 13.12% from 13.03%.
- Future P/E ratio has increased modestly to 29.0x from 28.4x. This suggests expectations of stronger future earnings growth being priced in.
Disclaimer
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