Expanded Emerging Market Projects Will Influence Profitability And Mitigate Regulatory Uncertainty

Analysts have raised their price target on Scatec from NOK 120.83 to NOK 121.14. This reflects positive updates to the company’s revenue growth and profit outlook.

Narrative Update on Scatec Analysts have raised Scatec's price target from NOK 116 to NOK 120.83, citing improved profit margin forecasts and a recent upgrade to Buy as key factors supporting this higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts cite the recent upgrade to Buy as a reflection of confidence in Scatec's strategic direction and improved outlook.

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.

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

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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