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A097950: New Leadership And Bio Partnership Will Support Future Upside Potential

International Expansion And Health Trends Will Secure Future Prospects

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A097950
AnalystConsensusTarget
Not Invested
Published 17 Mar 2025

Update shared on 14 Dec 2025

Fair value Decreased 1.59%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
-21.8%
7D
-0.5%

Analysts have modestly lowered their price target on CJ Cheiljedang to approximately ₩290,700 from about ₩295,400, citing a slightly higher discount rate and marginally softer revenue growth expectations, which are partly offset by a small improvement in projected profit margins.

What's in the News

  • CJ Group appointed Yoon Seok hwan as CEO of CJ Cheiljedang, expanding his leadership from the bio division to the entire company to drive the next phase of global growth (Key Developments).
  • CJ Cheiljedang entered a strategic partnership with Michroma to scale commercial manufacturing of biotech based natural colorants using CJ's global production footprint across Asia and the Americas (Key Developments).
  • The Michroma collaboration targets fast growing demand for stable, clean label color solutions in food, beverage, cosmetics, and other industries, leveraging CJ Cheiljedang's strengths in procurement, advanced processing, and regulatory compliance (Key Developments).

Valuation Changes

  • Fair Value Estimate has edged down slightly to about ₩290,700 from roughly ₩295,400, reflecting modestly more conservative assumptions.
  • Discount Rate has risen slightly to around 10.06 percent from about 9.73 percent, implying a marginally higher required return.
  • Revenue Growth has eased slightly to approximately 2.88 percent from about 3.08 percent, indicating a more cautious top line outlook.
  • Net Profit Margin has inched up marginally to roughly 2.78 percent from about 2.77 percent, reflecting a small improvement in expected profitability.
  • Future P/E has dipped slightly to around 6.98x from about 7.01x, suggesting a marginally cheaper valuation on forward earnings.

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Disclaimer

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