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Emerging Markets Expansion Will Amplify Geopolitical And Currency Risks

Published
21 Feb 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
NOK 116.00
14.0% undervalued intrinsic discount
28 Aug
NOK 99.80
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1Y
22.3%
7D
-3.3%

Author's Valuation

NOK 116.0

14.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on21 Aug 25
Fair value Increased 9.94%

Scatec’s fair value estimate has been revised upward primarily due to significantly higher consensus revenue growth forecasts, despite a lower net profit margin, resulting in the analyst price target increasing from NOK105.51 to NOK114.67. What's in the News Scatec provided FY2025 power production guidance of 4,000–4,300 GWh, slightly reduced due to curtailments in Brazil and Ukraine, with marginal EBITDA impact as most curtailments are refundable.

Shared on01 May 25
Fair value Decreased 1.51%

AnalystConsensusTarget has increased future PE multiple from 28.0x to 30.9x.

Shared on23 Apr 25
Fair value Increased 0.25%

AnalystConsensusTarget has increased profit margin from 8.3% to 10.9% and decreased future PE multiple from 37.1x to 28.0x.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.35%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 1.26%

AnalystConsensusTarget has decreased revenue growth from 18.0% to 14.9% and increased future PE multiple from 31.7x to 36.8x.