Update shared on 25 Nov 2025
Fair value Increased 0.94%Analysts have raised their price target for Robinsons Retail Holdings slightly, increasing it from ₱58.99 to ₱59.54. This change reflects updated forecasts for profit margins and valuation multiples.
What's in the News
- Robinsons Retail Holdings is maintaining its full year 2025 guidance, targeting blended same-store sales growth of 4% (Corporate Guidance: Key Developments).
- The company plans to open 130 to 170 net new stores, focusing primarily on the Food and Drugstore segments, with most outlets to be launched this quarter (Business Expansions: Key Developments).
- At a special stockholders meeting on September 16, 2025, amendments to Article SEVENTH of the Articles of Incorporation were approved, alongside the election of directors and approval of other material resolutions (Changes in Company Bylaws/Rules: Key Developments).
- The Board of Directors convened for a meeting on September 16, 2025 (Board Meeting: Key Developments).
Valuation Changes
- The Fair Value Estimate has risen slightly from ₱58.99 to ₱59.54.
- The Discount Rate has increased from 13.27% to 15.17%.
- The Revenue Growth Forecast has edged down from 5.39% to 5.30%.
- The Net Profit Margin is up modestly from 2.81% to 2.93%.
- The Future P/E Ratio has fallen significantly from 17.23x to 11.37x.
Disclaimer
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