Update shared on 21 Nov 2025
Fair value Increased 2.17%Analysts have slightly increased their fair value estimate for Glanbia from €17.43 to €17.81. They cite improving revenue growth projections and stronger profit margins in recent research updates.
Analyst Commentary
Recent updates from research analysts reflect both positive sentiment and some caution regarding Glanbia's prospects. Their updated price targets capture evolving views on the company's growth and execution.
Bullish Takeaways
- Bullish analysts highlight sustained revenue growth, supporting higher price targets and confidence in continued business momentum.
- Profit margin improvements are seen as a sign of operational strength and effective cost management, which contribute positively to valuation outlooks.
- Persistent Buy and Overweight ratings indicate a high level of conviction in Glanbia's long-term strategic execution and competitive position within its sector.
- Analysts are encouraged by incremental upward adjustments to fair value estimates, supported by stronger financial performance and growth prospects.
Bearish Takeaways
- Some analysts are exercising caution and lowering price targets, referencing potential headwinds that could impact near-term valuation.
- There are concerns about the sustainability of improved profit margins if market conditions become less favorable.
- Execution risks remain a focus, with some analysts monitoring the consistency of growth and margin expansion targets.
- Market volatility and potential competition within key business segments are highlighted as areas that could temper future performance.
What's in the News
- Glanbia announced plans to pursue targeted acquisitions to expand its footprint and acquire new technologies, emphasizing a disciplined approach to mergers and acquisitions (Key Developments).
- The company reiterated its 2025 guidance, forecasting mid-single-digit like-for-like revenue growth and tracking toward the upper end of the range (Key Developments).
- Completed a share buyback of 3,804,769 shares, representing 1.49% of the company, for €50 million under the buyback program announced in February 2025 (Key Developments).
- Completed a follow-on equity offering and raised €230.35 million by offering 17,000,000 ordinary shares (Key Developments).
- Dropped from the FTSE All-World Index (USD) (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from €17.43 to €17.81, reflecting updated expectations.
- Discount Rate increased modestly from 5.89% to 6.05%.
- Revenue Growth forecast edged higher from 2.08% to 2.23%.
- Net Profit Margin improved from 7.45% to 7.66%.
- Future P/E Ratio declined marginally, moving from 18.68x to 18.62x.
Disclaimer
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