Loading...
Back to narrative

WG. Sidara Acquisition And Leadership Change Will Drive Positive Transformation

Update shared on 06 Nov 2025

Fair value Increased 8.59%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-63.8%
7D
-1.4%

John Wood Group's analyst price target has been raised from £0.58 to £0.63, as analysts cite improved revenue growth and profit margin projections in their updated assessments.

What's in the News

  • Ken Gilmartin, current Group CEO, will step down after the upcoming shareholder vote on the Sidara transaction. Iain Torrens is set to assume the CEO position (Key Developments)
  • Sidara announces a recommended cash acquisition of John Wood Group, involving a 30 pence per share offer and a $450 million capital injection to provide financial stability. Share listing and trading have been temporarily suspended pending account publication (Key Developments)
  • John Wood Group has been dropped from the S&P Global BMI Index (Key Developments)
  • Multiple Special/Extraordinary Shareholders Meetings are scheduled, including on October 23, November 12, and November 17, 2025, in Aberdeen, UK (Key Developments)
  • On August 23, 2025, Sidara confirmed its intent to acquire John Wood Group at a reduced price following due diligence. Shareholders await further announcements (Key Developments)

Valuation Changes

  • The Fair Value Estimate has increased from £0.58 to £0.63, reflecting a modest upward revision.
  • The Discount Rate has fallen significantly from 12.8% to 7.3%, indicating reduced perceived risk in the business outlook.
  • The Revenue Growth Forecast has risen sharply from 0.87% to 19.0%, signaling expectations of much stronger sales expansion.
  • The Net Profit Margin Projection has improved from 0.7% to 4.5%, suggesting better profitability in future periods.
  • The Future P/E Ratio has dropped markedly from 18.5x to 1.9x, pointing to a substantially reduced valuation multiple based on updated earnings forecasts.

Have other thoughts on John Wood Group?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.