Update shared on07 Aug 2025
Fair value Increased 0.83%British American Tobacco’s consensus price target and future P/E both saw negligible changes, reflecting market stability in valuation expectations, with fair value ticking up slightly from £40.33 to £40.67.
What's in the News
- Completed repurchase of 41,467,587 shares (1.87%) for £1,148 million under ongoing buyback program; latest tranche: 14,075,158 shares for £450 million.
- Increased equity buyback authorization by £200 million, bringing the total to £1,800 million.
- Affirmed 2025 revenue guidance at top end of 1.0%-2.0% range, with mid-single digit New Category growth; 2026 targets mid-term 3%-5% revenue growth.
- Exploring partial sale of ITC Limited shareholding; evaluation ongoing with no certainty on terms or completion.
- Announced first half 2025 sales/trading statement results release date for June 3, 2025.
Valuation Changes
Summary of Valuation Changes for British American Tobacco
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £40.33 to £40.67.
- The Future P/E for British American Tobacco remained effectively unchanged, moving only marginally from 12.93x to 13.08x.
- The Discount Rate for British American Tobacco remained effectively unchanged, moving only marginally from 8.22% to 8.16%.
Disclaimer
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