Budweiser Brewing Company APAC

1876: Net Profit Margins Will Drive Stronger Performance Into 2025

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Feb 25

Updated

26 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.2%

7D

-1.1%

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1Y

6.2%

7D

-1.1%

You can edit this narrative until Nov 27 1:05 AM. Then, changes will post as Updates.

Author's Valuation

HK$9.7118.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 26 Nov 25

Fair value Decreased 0.35%

1876: Earnings Outlook Will Improve Following Board Review in October 2025

Budweiser Brewing Company APAC's analyst price target has been revised slightly downward from $9.74 to $9.71. Analysts cited a reduced profit margin outlook and a higher projected future P/E ratio as influencing factors.

Shared on 04 Nov 25

Fair value Decreased 1.14%

Analysts have slightly lowered their price target for Budweiser Brewing Company APAC from $9.85 to $9.74. They cite updated expectations for stronger revenue growth and profit margins, but a lower projected future price-to-earnings ratio.

Shared on 21 Oct 25

Fair value Decreased 1.03%

Budweiser Brewing Company APAC's analyst price target has decreased slightly from $9.96 to $9.85, as analysts factor in moderated revenue growth and profit margin expectations. What's in the News The board meeting is scheduled for October 29, 2025 to review unaudited results for the nine months ended September 30, 2025, and to discuss additional business matters (Key Developments) Valuation Changes Fair Value has decreased slightly from HK$9.96 to HK$9.85.

Shared on 28 Sep 25

Fair value Decreased 1.00%

Budweiser Brewing Company APAC’s future P/E ratio has surged sharply while revenue growth expectations remain steady, prompting a slight reduction in the consensus analyst price target from HK$10.06 to HK$9.96. What's in the News Board meeting scheduled to consider and approve the announcement of unaudited results for the six months ended 30 June 2025.

Shared on 27 Aug 25

Fair value Decreased 1.29%

Budweiser Brewing Company APAC’s future P/E has surged markedly while revenue growth forecasts have softened, supporting a marginal decline in fair value with the consensus analyst price target easing to HK$10.04. What's in the News Upcoming board meeting to consider and approve the unaudited results for the six months ended June 30, 2025.

Shared on 01 May 25

Fair value Decreased 2.51%

Shared on 23 Apr 25

Fair value Decreased 0.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.13%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 09 Apr 25

Fair value Increased 5.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 8.92%

Shared on 26 Mar 25

Fair value Increased 0.089%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 2.73%

AnalystConsensusTarget has decreased revenue growth from 6.2% to 4.4%, increased future PE multiple from 21.1x to 23.7x and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 13 Mar 25

Fair value Increased 3.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

HK$9.71

18.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.23%

Beverage revenue growth rate

0.05%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.90%

Calculation

US$1.03b

Earnings '28

x

19.71x

PE Ratio '28

=

US$20.22b

Market Cap '28

US$20.22b

Market Cap '28

/

13.26b

No. shares '28

=

US$1.52

Share Price '28

US$1.52 Share Price '28

Discounted to 2025 @ 6.90% p.a.

=

US$1.25

Fair Value '25

US$1.25 Fair Value '25

Converted to HKD @ 7.7774 USD/HKD Exchange Rate

=

HK$9.72

Fair Value '25