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ALFA A: Future Meeting Will Support Long-Term Upside Despite Modest Expectations

Valencia And La Bureba Upgrades Will Restore European Production Efficiency

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SIGMAF A
AnalystConsensusTarget
Not Invested
Published 17 Dec 2024

Update shared on 18 Dec 2025

Fair value Decreased 0.57%
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AnalystConsensusTarget's Fair Value
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1Y
2.1%
7D
-3.2%

Analysts have trimmed their price target for Alfa. de by approximately €0.11 per share, reflecting slightly softer expectations for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • Alfa. de has scheduled a Special and Extraordinary Shareholders Meeting for December 8, 2025, in San Pedro Garza García, Nuevo León, Mexico, at its Gómez Morin Avenue headquarters (company event filing).

Valuation Changes

  • The fair value estimate has edged down slightly from €19.66 to €19.54 per share, reflecting a modestly lower intrinsic valuation.
  • The discount rate has risen slightly from 14.12 percent to 14.27 percent, implying a marginally higher required return and risk premium.
  • The revenue growth assumption has fallen moderately from about 3.74 percent to 3.12 percent, signaling more cautious expectations for top line expansion.
  • The net profit margin assumption has declined slightly from roughly 5.74 percent to 5.39 percent, indicating a small anticipated squeeze in profitability.
  • The future P/E multiple has been reduced significantly from about 17.8 times to 15.5 times earnings, pointing to a more conservative view of Alfa.de's longer term valuation.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.