Meat Alternatives Transformation And Premium Segments Will Drive Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Apr 25

Updated

10 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-28.0%

7D

-0.3%

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1Y

-28.0%

7D

-0.3%

You can edit this narrative until Dec 11 4:20 AM. Then, changes will post as Updates.

Author's Valuation

₱9.0234.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

MONDE: Higher Cash Dividend Will Support Stronger Long Term Return Profile

Analysts have nudged their price target on Monde Nissin marginally higher to reflect slightly improved long term profit margin expectations, even as revenue growth and valuation multiples remain broadly unchanged. What's in the News The Board of Directors approved a cash dividend of PHP 0.16 per common share for stockholders of record as of December 4, 2025, payable on or before January 7, 2026 (company announcement).

Shared on 26 Nov 25

Fair value Decreased 4.62%

MONDE: Cash Dividend Distribution and Improved Revenue Outlook Will Drive Future Upside

Analysts have revised Monde Nissin's fair value price target downward from ₱9.45 to ₱9.02. This change reflects slightly increased discount rates and moderating profit margin expectations, despite an uptick in projected revenue growth.

Shared on 25 Sep 25

Fair value Decreased 2.07%

The slight downward revision in both revenue growth forecasts and net profit margin for Monde Nissin has led analysts to reduce their fair value estimate, with the consensus price target falling from ₱9.65 to ₱9.45. What's in the News Board meeting scheduled to elect members of Board Committees and address other matters.

AnalystConsensusTarget Fair Value

₱9.02

34.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.58%

Food revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.39%

Calculation

₱16.23b

Earnings '28

x

13.80x

PE Ratio '28

=

₱223.98b

Market Cap '28

₱223.98b

Market Cap '28

/

17.97b

No. shares '28

=

₱12.46

Share Price '28

₱12.46 Share Price '28

Discounted to 2025 @ 11.39% p.a.

=

₱9.02

Fair Value '25