Update shared on 24 Nov 2025
Fair value Decreased 5.13%Analysts have revised their price target for Ayala Land downward from ₱36.58 to ₱34.70. They cite updated expectations for profitability, revenue growth, and valuation multiples as reasons for the change.
What's in the News
- A scheduled board meeting will be held on October 29, 2025 to consider the declaration of a regular cash dividend of Php0.2928 per common share for the second half of 2025. (Board Meeting)
- The board approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 at its October 28, 2025 meeting. The record date is November 12, 2025, and payment will be made on November 26, 2025. (Dividend Increases)
Valuation Changes
- Fair Value Estimate: Decreased from ₱36.58 to ₱34.70, reflecting lower expectations for share price potential.
- Discount Rate: Remained steady at approximately 18.2 percent, indicating minimal adjustment to perceived risk.
- Revenue Growth: Increased slightly from 5.92 percent to 6.59 percent, which suggests improved forecasts for sales expansion.
- Net Profit Margin: Rose from 19.06 percent to 19.88 percent, indicating greater expected profitability.
- Future P/E Ratio: Declined from 20.26x to 18.80x. This implies a lower valuation multiple based on future earnings.
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