Update shared on 06 Nov 2025
Fair value Increased 3.91%Narrative Update on Glanbia: Analyst Price Target Revision
Analysts have modestly raised their price target for Glanbia from $16.77 to $17.43. This adjustment is attributed to incremental improvements in profit margin forecasts and slightly higher valuations, even though revenue growth expectations remain softer.
What's in the News
- The company completed a follow-on equity offering, raising €230.35 million through the sale of 17,000,000 ordinary shares at €13.55 per share (Key Developments).
- Certain Glanbia ordinary shares will be under lock-up from October 1, 2025 to January 2, 2026 following the equity placement (Key Developments).
- The company was dropped from the FTSE All-World Index (USD) as of recent index adjustments (Key Developments).
- The company announced a 10% increase in interim dividend to EUR 17.20 cent per share, payable on October 3, 2025 (Key Developments).
- The company completed a buyback of 1,202,359 shares (0.47% of shares) for €15.01 million between April and July 2025 (Key Developments).
Valuation Changes
- Fair Value has risen slightly from €16.77 to €17.43 per share.
- Discount Rate remains essentially unchanged at 5.89%.
- Revenue Growth expectations have softened, decreasing from 2.38% to 2.08%.
- Net Profit Margin has edged up marginally from 7.42% to 7.45%.
- Future P/E ratio has increased significantly from 14.75x to 18.68x.
Disclaimer
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