Update shared on 29 Oct 2025
Fair value Increased 1.64%Analysts have raised their price target for Elkem from NOK 29.32 to NOK 29.80. This change reflects minor adjustments to their expectations for growth, discount rates, and profit margins.
What's in the News
- Elkem ASA has launched SILBIONE LSR Select EC 70, a medical-grade liquid silicone rubber featuring high electrical conductivity and certified biocompatibility. The product is designed for wearable devices and healthcare applications (Key Developments).
- The new silicone material, which passed ISO 10993-5 and ISO 10993-10 biocompatibility tests, is now commercially available. It enables fine-tuning of cure kinetics in manufacturing for improved efficiency (Key Developments).
- Elkem ASA announced a partial curtailment of ferrosilicon production at plants in Rana, Norway, and Iceland. The decision was made due to persistent weak European market conditions and increased uncertainty from EU investigations into import safeguards (Key Developments).
- The production cutback may result in temporary layoffs as Elkem seeks to reduce inventories and help rebalance the market for ferrosilicon, a key steel industry material (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly, increasing from NOK 29.32 to NOK 29.80.
- The discount rate edged up marginally from 7.95% to 8.00%.
- The revenue growth expectation has fallen modestly, decreasing from 36.77% to 36.39%.
- The net profit margin estimate declined slightly, moving from 4.68% to 4.54%.
- The future P/E ratio increased from 11.49x to 12.23x.
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