Shared on 13 Nov 25
MER: Fair Value Supported as Smart Grid Rollout Poised to Advance
Narrative Update: Manila Electric Analyst Price Target Adjustment Analysts have maintained their fair value estimate for Manila Electric at ₱598.21 per share. They cite modest improvements in projected revenue growth and profit margin, which are balanced by a slightly higher discount rate and a marginally lower future price-to-earnings ratio.
Shared on 30 Oct 25
Fair value Increased 1.64%Analysts have raised the fair value estimate for Manila Electric from ₱588.56 to ₱598.21. This change is attributed to updated projections, even though growth and margin expectations have slightly moderated.
Shared on 15 Sep 25
Fair value Increased 1.02%Manila Electric’s consensus revenue growth forecast has edged down slightly, while its future P/E remains stable, resulting in only a marginal increase in the analyst price target from ₱582.64 to ₱588.56. What's in the News Board approved cash dividends of PhP11.328 per share, payable to shareholders of record as of August 27, 2025.
Shared on 23 Apr 25
Fair value Decreased 0.068%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Increased 2.12%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Increased 4.36%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 12 Mar 25
Fair value Decreased 5.01%AnalystConsensusTarget has increased revenue growth from 4.0% to 5.6%.

