Loading...
Back to narrative

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

Meat Alternatives Transformation And Premium Segments Will Drive Recovery

MONDE logo
MONDE
AnalystConsensusTarget
Not Invested
Published 29 Apr 2025

Update shared on 10 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-28.0%
7D
-0.3%

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).
  • The dividend increase reflects management’s assessment of the company’s cash generation and long-term earnings outlook, alongside a relatively stable revenue growth profile (company announcement).
  • Shareholders of record on December 4, 2025 will qualify for the dividend, which is expected to provide a near-term income payment for investors holding Monde Nissin through the record date (company announcement).

Valuation Changes

  • Fair Value Estimate unchanged at ₱9.02 per share, indicating no revision to the implied long term intrinsic value.
  • Discount Rate steady at 11.39 percent, suggesting no change in the risk or required return assumptions applied to future cash flows.
  • Revenue Growth edged down slightly from 4.63 percent to 4.62 percent, reflecting a marginally more conservative top line outlook.
  • Net Profit Margin unchanged at 16.63 percent, indicating stable expectations for long term profitability.
  • Future P/E unchanged at 13.80x, implying that valuation multiples remain stable despite minor tweaks to growth and margin assumptions.

Have other thoughts on Monde Nissin?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.