Update shared on 14 Nov 2025
Fair value Decreased 2.21%Analysts have slightly lowered their price target for SigmaRoc from £1.50 to £1.46, citing updated forecasts for slower revenue growth and a higher discount rate. However, expectations for profit margins have marginally improved.
What's in the News
- SigmaRoc has issued earnings guidance for the year 2025, expecting full year EPS to be at least 9.5 pence. (Corporate Guidance)
- ArcelorMittal has stepped back from the AMeLi joint venture project with SigmaRoc. This project aimed to develop three net-zero CO2 lime kilns in Dunkirk, but ArcelorMittal cited concerns over timely execution and obtaining French building permits. (Strategic Alliances)
- SigmaRoc’s minimal funding in the AMeLi JV to date and the delayed project start, now set beyond the third quarter of 2027, are not expected to materially impact the group’s near-term financial forecasts or medium-term CO2 targets. (Strategic Alliances)
Valuation Changes
- The consensus analyst price target has fallen slightly, moving from £1.50 to £1.46.
- The discount rate has risen modestly, increasing from 9.06% to 9.47%.
- The revenue growth forecast has eased marginally, decreasing from 4.77% to 4.70%.
- Net profit margin expectations have improved slightly, up from 13.60% to 13.67%.
- The future P/E ratio has declined modestly, moving from 13.53x to 13.34x.
Disclaimer
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