Narrative Update: Kitron Analyst Price Target Revision
Analysts have raised their fair value estimate for Kitron from NOK 65 to approximately NOK 69.26, citing expectations for stronger revenue growth and profitability improvements.
What's in the News
- Kitron ASA revised its 2025 earnings guidance and now expects revenue between EUR 700 and 740 million as well as operating profit (EBIT) between EUR 59 and 66 million. This adjustment reflects increased demand in the Defence/Aerospace sector (Key Developments).
- Kitron secured a EUR 100 million order from a customer in the Defence/Aerospace market sector, with deliveries planned for 2025 and 2026 (Key Developments).
- The company commenced a share repurchase program in September 2025. It is authorized to buy back up to 10% of its share capital with potential uses including cancellation, board remuneration, incentive schemes, and acquisitions (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Increased from NOK 65 to NOK 69.26. This reflects a modest upward revision in perceived fair value.
- Discount Rate: Increased slightly from 7.71% to 7.78%.
- Revenue Growth: Projected rate increased from 16.54% to 17.53%.
- Net Profit Margin: Remained largely unchanged, moving marginally from 7.02% to 7.03%.
- Future P/E: Decreased significantly from 18.36x to 14.35x, indicating lower anticipated valuation multiples.
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