Update shared on27 Aug 2025
Fair value Increased 4.61%Despite a sharp downgrade in revenue growth expectations, Ithaca Energy’s future P/E has dropped substantially, improving valuation and likely driving the consensus price target up from £1.54 to £1.61.
What's in the News
- Upgraded FY2025 production guidance to 119–125 kboe/d from prior 109–119 kboe/d, reflecting strong core asset performance.
- Announced first interim 2025 dividend of $167 million ($0.1010 per share), payable in cash (Sterling equivalent based on September FX rates).
- Actively seeking M&A opportunities for further UK consolidation and considering selective international expansion, while investing in West of Shetland assets for long-term sustainability.
Valuation Changes
Summary of Valuation Changes for Ithaca Energy
- The Consensus Analyst Price Target has risen slightly from £1.54 to £1.61.
- The Consensus Revenue Growth forecasts for Ithaca Energy has significantly fallen from 7.9% per annum to 3.5% per annum.
- The Future P/E for Ithaca Energy has significantly fallen from 25.37x to 14.19x.
Disclaimer
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