Analysts have adjusted their fair value estimate for Ayala Land to ₱33.28 from ₱32.37, reflecting refreshed assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations.
What's in the News
- Board meeting scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (company disclosure)
- Board approval of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 at the October 28, 2025 meeting, with record date on November 12, 2025 and payment date on November 26, 2025 (company disclosure)
Valuation Changes
- Fair Value Estimate is now at ₱33.28 per share, compared with the previous ₱32.37.
- Discount Rate is now at 15.94%, slightly higher than the earlier 15.89% assumption.
- Revenue Growth is now at 3.75%, slightly below the earlier 3.77% assumption.
- Net Profit Margin is now at 19.04%, very close to the prior 19.02% assumption.
- Future P/E is now at 19.26x, compared with the previous 18.72x assumption.
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