Update shared on 08 Dec 2025
Fair value Decreased 5.40%Analysts have trimmed their fair value estimate for Ayala Land by roughly 5 percent to about ₱32.83 per share, reflecting expectations of slower revenue growth and slightly softer profit margins, despite a marginally lower discount rate and modestly reduced future P E assumptions.
What's in the News
- A board meeting is scheduled for October 29, 2025 to consider the declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments).
- 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, with a record date of November 12, 2025 and a payment date of November 26, 2025 (Key Developments).
Valuation Changes
- The fair value estimate has fallen slightly, from ₱34.70 to about ₱32.83 per share, a reduction of roughly 5 percent.
- The discount rate has declined meaningfully, from about 18.20 percent to around 16.00 percent, reflecting a modestly lower perceived risk profile.
- Revenue growth has been revised down notably, from approximately 6.59 percent to about 4.10 percent per year.
- The net profit margin has eased slightly, moving from roughly 19.88 percent to about 19.42 percent.
- The future P/E multiple has edged lower, from about 18.80x to roughly 18.47x, indicating a marginally more conservative valuation outlook.
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