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Imperial Brands Community
LSE:IMB Community
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Imperial Brands
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Regulation And Illicit Trade Will Erode Tobacco Revenues
Key Takeaways Long-term decline in tobacco and regulatory pressures will steadily erode core revenues and compress margins, particularly in mature markets. Heavy reliance on pricing power and insufficient innovation in next-generation products threaten future growth and risk falling behind more adaptive competitors.
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UK£24.21
FV
29.0% overvalued
intrinsic discount
-23.74%
Revenue growth p.a.
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4 days ago
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Imperial Brands
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Emerging Urbanization And Next-Generation Tobacco Options Will Reshape The Industry
Key Takeaways Premium brand focus, resilient portfolio, and geographic expansion position Imperial to outperform peers in both revenue growth and market share, even in challenging environments. Enhanced capital efficiency through ongoing buybacks, dividends, and leverage reduction is expected to drive higher shareholder returns and possible valuation gains.
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UK£39.00
FV
19.9% undervalued
intrinsic discount
-21.91%
Revenue growth p.a.
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4 days ago
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Imperial Brands
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
NGP Expansion And Share Buybacks Will Strengthen Long-Term Value
Key Takeaways Strategic focus and strong pricing in key markets enhance revenue growth and margins through brand and sales execution. Growth in NGP and share buybacks boost earnings, supporting long-term shareholder value and financial confidence.
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UK£32.23
FV
3.1% undervalued
intrinsic discount
-18.14%
Revenue growth p.a.
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4 days ago
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Your Valuation for
IMB
IMB
Imperial Brands
Your Fair Value
UK£
Current Price
UK£31.23
277.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
19b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£7.2b
Earnings UK£1.0b
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