Update shared on 07 Dec 2025
Analysts have raised their price target for John Wood Group, citing a modest improvement in expected long term earnings multiples, which lifts fair value by approximately $0.10 per share.
What's in the News
- Shareholders approved changes to John Wood Group's Articles at court and general meetings on November 17, 2025, clearing the way for implementation of a scheme of arrangement and revised company bylaws (Key Developments).
- The Board has urged investors to accept a 30p per share cash offer from Sidara, valuing the company at about £207 million and including a planned £333 million capital injection, with delisting from the London Stock Exchange expected if the deal completes in the first half of 2026 (Key Developments).
- CEO Ken Gilmartin plans to step down following the shareholder vote on the Sidara transaction, with interim CFO Iain Torrens set to become CEO to oversee the next phase of the company strategy (Key Developments).
- Jade Moore has been appointed Group Chief Financial Officer and will join the Executive Leadership Team from December 1, 2025, bringing extensive experience in restructurings and M&A across multiple sectors (Key Developments).
- A series of special shareholder meetings, scheduled between October and December 2025 in Aberdeen, is being used to secure investor approval for the Sidara transaction and related structural changes (Key Developments).
Valuation Changes
- Fair Value: unchanged at £0.52 per share, reflecting a stable assessment of long term intrinsic value.
- Discount Rate: held steady at 13.19 percent, indicating no change in the risk or required return assumptions.
- Revenue Growth: effectively flat at around 2.67 percent, with only a negligible downward adjustment in the modelled rate.
- Net Profit Margin: broadly unchanged at about 2.28 percent, with only a very small upward refinement to the underlying estimate.
- Future P/E: increased slightly from 5.75x to 5.85x, indicating a modest rise in the multiple applied to projected earnings.
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