Update shared on19 Sep 2025
Fair value Decreased 2.59%Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70).
Analyst Commentary
- Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.
- Lower-than-expected recovery in Nutrition portfolio demand has tempered growth expectations.
- Currency headwinds and rising input costs are constraining margin improvement, prompting downside revisions.
- Bullish analysts highlight long-term synergies following restructuring, maintaining conviction in potential operational efficiencies.
- Ongoing portfolio optimization initiatives are viewed as supportive for medium-term value creation, despite near-term volatility.
What's in the News
- DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a drug-free, pediatrician-recommended digestive solution for children as young as six months, now available in the United States.
- The company completed the repurchase of 4,580,734 shares (1.73% of shares) for €432 million under its latest buyback program.
Valuation Changes
Summary of Valuation Changes for DSM-Firmenich
- The Consensus Analyst Price Target has fallen slightly from €117.70 to €114.65.
- The Consensus Revenue Growth forecasts for DSM-Firmenich has significantly fallen from 2.9% per annum to 2.5% per annum.
- The Discount Rate for DSM-Firmenich remained effectively unchanged, moving only marginally from 5.90% to 5.99%.
Disclaimer
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