Update shared on 27 Nov 2025
Fair value Decreased 0.20%Analysts have slightly reduced their target price for SSP Group, with recent updates citing a new range from £1.90 to £3.10 per share. This adjustment largely reflects tempered revenue growth expectations and ongoing shifts in international market exposure.
Analyst Commentary
Recent updates from research analysts provide a mixed outlook for SSP Group. The adjustments to target prices indicate nuanced perspectives on the company’s valuation, market exposure, and growth trajectory. Below is a summary of the main takeaways from current street research coverage.
Bullish Takeaways- Bullish analysts highlight SSP Group’s attractive exposure to the United States and rapidly expanding presence in the Indian market, which are viewed as key drivers of future growth.
- There is increased confidence in the company’s ability to capitalize on international market trends, with certain upgrades citing long-term growth potential in emerging regions.
- Some maintain a positive outlook on execution and believe that recent strategic moves position SSP Group well to outperform sector peers.
- Despite minor target price reductions, select analysts continue to rate the shares as a buy, reflecting confidence in valuation relative to underlying fundamentals.
- Bearish analysts are cautious about tempered revenue growth expectations, which have prompted the recent adjustments in target prices.
- Concerns remain regarding the consistent execution of SSP Group’s international expansion plans, particularly in challenging macroeconomic conditions.
- Some express reservations about the pace at which the company can realize further margin improvements and raise questions on near-term upside.
- Ongoing shifts in global market exposure add uncertainty and contribute to more conservative price targets and neutral ratings from a portion of the street.
What's in the News
- SSP Group has announced a share repurchase program worth up to £100 million. Barclays Bank PLC will assist in the buyback. The program is set to end no later than October 9, 2026. (Key Developments)
- The company provided earnings guidance for 2025 and 2026, forecasting group revenue of approximately £3.7 billion for 2025 and operating profit of about £230 million, with expected EPS within current market expectations. (Key Developments)
- Irenic Capital Management LP is advocating for SSP Group to consider a take-private transaction. The firm suggests the company could be valued at a 50 percent premium and highlights growth opportunities in US airports. (Key Developments)
Valuation Changes
- Fair Value Estimate has decreased marginally from £2.24 to £2.24 per share.
- Discount Rate remains unchanged at 13.19 percent.
- Revenue Growth expectations have declined slightly from 4.71 percent to 4.52 percent.
- Net Profit Margin forecast has increased modestly from 4.31 percent to 4.33 percent.
- Future P/E Ratio has edged down from 14.82x to 14.66x.
Have other thoughts on SSP Group?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.