Update shared on 28 Nov 2025
Fair value Increased 0.45%Analysts have slightly increased their price target for Vtech Holdings from $69.88 to $70.19. They cite revised models that reflect lower revenue growth expectations and a marginal uptick in discount rates, balanced by improved future valuation multiples.
What's in the News
- Vtech Holdings has provided earnings guidance for the second half and full year of 2026. Sales for the second half are expected to improve over the first half, particularly in ELPs and TEL product categories. However, overall group revenue for the year is forecast to decline year-on-year (Corporate Guidance).
- The Board of Vtech Holdings is scheduled to meet on November 13, 2025, to consider approving the publication of interim results for the six months ended September 30, 2025, and assess the payment of an interim dividend (Board Meeting).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from HK$69.88 to HK$70.19.
- Discount Rate increased marginally from 8.21% to 8.25%.
- Revenue Growth expectation has fallen from 4.47% to 3.61%.
- Net Profit Margin is projected to decrease modestly from 7.42% to 7.30%.
- Future P/E ratio has increased from 16.45x to 17.08x.
Disclaimer
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