Update shared on 20 Nov 2025
Fair value Increased 0.60%The analyst price target for Mondi has declined significantly in recent updates. The consensus decrease reflects cautious sentiment from analysts who cite risks to future dividends and skepticism about optimistic growth expectations.
Analyst Commentary
Recent street research on Mondi reflects a mix of cautious sentiment and selective optimism among analysts, resulting in multiple changes to price targets and ratings.
Bullish Takeaways- Bullish analysts maintain Buy ratings on the shares, highlighting belief in Mondi's long-term value proposition despite recent volatility.
- Some increased price targets signal confidence in the company's operational execution and potential for earnings growth.
- Upward revisions, though modest, indicate that certain analysts foresee stabilizing fundamentals supporting future performance.
- Bearish analysts have lowered their expectations, expressing skepticism about the company's ability to meet current growth projections.
- Concerns have been raised regarding potential risks to future dividends, tying into a more cautious valuation outlook.
- Multiple downgrades reflect a consensus that there are limited near-term catalysts. This may constrain share price appreciation in the short term.
- Price target reductions suggest that the market is likely adjusting to muted expectations for both revenue and earnings growth.
What's in the News
- JPMorgan has lowered Mondi's price target to 840 GBp from 1,180 GBp and is maintaining a Neutral rating on the shares (JPMorgan).
- Mondi announced a major business reorganisation effective 1 October, consolidating Uncoated Fine Paper with Corrugated Packaging into a single enlarged Corrugated Packaging Business Unit. Flexible Packaging remains unchanged (Business Reorganizations).
- The new structure aims to streamline operations, enable quicker decision making, and deliver operational synergies across the Group's pulp and paper mills (Business Reorganizations).
Valuation Changes
- Fair Value has risen slightly, increasing from £10.30 to £10.36 per share.
- Discount Rate has edged down marginally, moving from 10.46% to 10.45%.
- Revenue Growth expectations are unchanged at approximately 4.08%.
- Net Profit Margin projections remain stable at 6.03%.
- Future P/E ratio has increased minimally, from 13.49x to 13.54x.
Disclaimer
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