Update shared on 05 Nov 2025
Fair value Decreased 1.74%Analysts have reduced their price targets for Mondi. The consensus fair value estimate has decreased from £10.48 to £10.30 per share, reflecting a less optimistic outlook amid limited near-term catalysts for the company.
Analyst Commentary
Recent analyst reports on Mondi reflect a mix of cautiously optimistic and reserved perspectives as the company navigates current market challenges. The following sections summarize key bullish and bearish takeaways regarding Mondi's valuation, growth prospects, and execution capabilities.
Bullish Takeaways- Bullish analysts have maintained or increased price targets in certain instances, suggesting underlying confidence in Mondi’s long-term value proposition.
- Despite recent target reductions, some view the company’s fundamentals as intact enough to warrant a Buy or Equal Weight rating. They cite resilience within core operations.
- Upward adjustments to price targets in select reports indicate expectations of gradual improvement in sector conditions and Mondi’s ability to leverage potential recovery trends.
- Bearish analysts have significantly reduced their price targets in recent months, indicating tempered expectations for share price performance in the near term.
- Cautious sentiment centers on the absence of near-term catalysts to drive meaningful growth or revaluation for Mondi.
- Some reports highlight downgrades to Neutral from higher ratings. This reflects skepticism around short-term execution and external headwinds.
- Concerns remain regarding the pace at which Mondi can deliver incremental shareholder returns given persistent market uncertainties.
What's in the News
- JPMorgan lowered its price target for Mondi to 840 GBp from 1,180 GBp and maintained a Neutral rating on the shares (JPMorgan).
- Mondi completed a business reorganization effective 1 October, structuring its operations into two business units: Corrugated Packaging (including Uncoated Fine Paper) and Flexible Packaging. The reorganization aims to drive faster decision-making and operational synergies (Company Announcement).
Valuation Changes
- Consensus Analyst Price Target: Decreased marginally from £10.48 to £10.30 per share, reflecting a modest reduction in fair value estimates.
- Discount Rate: Fallen slightly from 10.53% to 10.46%, indicating a minor shift in perceived risk.
- Revenue Growth: Remained virtually unchanged at approximately 4.08%.
- Net Profit Margin: Unchanged at 6.03%, showing continued stability in profit expectations.
- Future P/E: Declined moderately from 14.0x to 13.5x, suggesting slightly lower forward earnings multiples are being assigned.
Disclaimer
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