Update shared on 28 Nov 2025
Fair value Increased 6.01%Analysts have raised their fair value estimate for Samsonite Group from $21.49 to $22.78. This adjustment reflects improved revenue growth and profit margin forecasts.
What's in the News
- Chief Financial Officer Reza Taleghani has announced his intention to step down and will remain with Samsonite through January 2026 to ensure a smooth transition. A search for a new CFO is underway. (Key Developments)
- Samsonite's Board of Directors is scheduled to meet on November 12, 2025, to consider and approve quarterly results for the Company and its subsidiaries for the three and nine months ended September 30, 2025. (Key Developments)
- The company announced the completion of its share buyback program, repurchasing a total of 79,301,100 shares, representing 5.52% for HKD 200.5 million. (Key Developments)
- Samsonite unveiled the Paralux Collection, a line of durable, sustainable luggage and bags crafted from recycled materials. This collection has won two Red Dot awards for Sustainability Design and overall Design. (Key Developments)
Valuation Changes
- The Fair Value Estimate has increased from HK$21.49 to HK$22.78, reflecting a moderate rise in expected valuation.
- The Discount Rate has changed minimally, moving from 9.39% to 9.39%.
- Revenue Growth projections have risen slightly from 4.50% to 4.54%.
- Net Profit Margin forecasts have increased from 8.90% to 8.94%.
- The Future P/E Ratio is expected to rise from 12.89x to 14.48x, indicating higher anticipated earnings multiples.
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