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Update shared on29 Jul 2025

Fair value Increased 30%
AnalystConsensusTarget's Fair Value
UK£13.70
24.7% overvalued intrinsic discount
15 Aug
UK£17.08
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1Y
221.1%
7D
0.4%

Fresnillo’s consensus price target has been substantially increased, driven by higher expected revenue growth and a notably lower future P/E, resulting in a fair value lift from £10.50 to £12.90.


What's in the News


  • Fresnillo reaffirmed production guidance for 2025-2027, with 2025 silver output expected at 49.0–56.0 moz, gold at 525–580 koz, lead at 56–62 kt, and zinc at 93–103 kt; guidance unchanged for 2026 and 2027.
  • Q2 2025 gold production increased to 157,735 oz (from 130,025 oz), while silver, lead, and zinc production declined year-over-year.
  • H1 2025 gold output rose to 313,840 oz (from 270,872 oz), but silver, lead, and zinc production decreased versus prior year.
  • Fresnillo declared a total dividend of 32.5 US cents per share, consistent with its dividend policy.

Valuation Changes


Summary of Valuation Changes for Fresnillo

  • The Consensus Analyst Price Target has significantly risen from £10.50 to £12.90.
  • The Consensus Revenue Growth forecasts for Fresnillo has significantly risen from 0.6% per annum to 1.8% per annum.
  • The Future P/E for Fresnillo has significantly fallen from 19.10x to 15.53x.

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.