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VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

Published
12 Feb 25
Updated
16 Sep 25
AnalystConsensusTarget's Fair Value
NOK 171.23
10.4% undervalued intrinsic discount
16 Sep
NOK 153.50
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1Y
1.7%
7D
-0.5%

Author's Valuation

NOK 171.23

10.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Sep 25
Fair value Increased 2.05%

BWG's consensus price target has increased modestly, despite a sharp rise in its Future P/E ratio and a decline in net profit margin, suggesting higher growth expectations are offsetting profitability concerns; the new fair value is NOK171.23. What's in the News BW LPG Limited Board approved a cash dividend of USD 0.22 per share for Q2 2025, representing a decrease in dividend.

Shared on01 May 25
Fair value Increased 32%

Shared on23 Apr 25
Fair value Decreased 19%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on17 Apr 25
Fair value Increased 2.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.16%

AnalystConsensusTarget has increased revenue growth from -56.2% to -41.0%, decreased profit margin from 93.4% to 37.5% and increased discount rate from 6.9% to 8.5%.

Shared on13 Mar 25
Fair value Decreased 0.26%