Update shared on04 Aug 2025
Fair value Increased 8.60%Despite a substantial decline in revenue growth forecasts, Seplat Energy's future P/E has compressed significantly, supporting an increased analyst price target from £3.02 to £3.28.
What's in the News
- Seplat Energy reaffirmed 2025 production guidance at 120–140 kboepd, with unit operating costs of $14–$15/boe.
- H1 2025 production averaged 134,492 boepd, up 178% year-over-year and above guidance midpoint, driven by both onshore (54,831 boepd, +13%) and offshore (79,660 boepd) contributions; liquids +7% and gas +24% vs prior year.
- Q2 2025 production increased 11% QoQ due to improved uptime.
- The company approved an increase in share capital, creating and adding 11,500,000 new ordinary shares, with amendments to its Memorandum and Articles of Association.
Valuation Changes
Summary of Valuation Changes for Seplat Energy
- The Consensus Analyst Price Target has risen from £3.02 to £3.28.
- The Consensus Revenue Growth forecasts for Seplat Energy has significantly fallen from 18.1% per annum to 11.4% per annum.
- The Future P/E for Seplat Energy has significantly fallen from 30.27x to 19.98x.
Disclaimer
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.