Loading...
Back to narrative

JSW: Merger Vote And Margin Pressure Will Shape Future Return Profile

JSW: Declining Coal Demand Will Trigger Future Margin Pressure Across Operations

JSW logo
JSW
AnalystConsensusTarget
Not Invested
Published 31 Aug 2025

Update shared on 16 Dec 2025

Fair value Decreased 0.96%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-3.1%
7D
-5.1%

Analysts have slightly reduced their price target for Jastrzebska Spólka Weglowa from €20.86 to €20.66, citing a modestly higher discount rate and slightly lower projected profit margins that together more than offset improved revenue growth expectations.

What's in the News

  • Extraordinary shareholders meeting scheduled for December 8, 2025 at 10:00 Central European Standard Time to address strategic corporate matters, including a proposed merger and statute changes (company announcement).
  • Shareholders to vote on the merger of Jastrzebska Spólka Weglowa S.A. with JSW Nowe Projekty S.A. under a simplified procedure, transferring all assets of JSW Nowe Projekty S.A. to JSW S.A. (company announcement).
  • Meeting agenda includes approval of the October 22, 2025 merger plan and amendments to the company articles of association related to the scope of business (company announcement).

Valuation Changes

  • Fair Value: reduced slightly from €20.86 to €20.66 per share, reflecting a marginal decrease of about 1 percent in the intrinsic value estimate.
  • Discount Rate: risen modestly from 13.27 percent to 13.92 percent, indicating a slightly higher required return and perceived risk profile.
  • Revenue Growth: increased from 11.55 percent to 13.57 percent, signaling stronger expectations for top line expansion.
  • Net Profit Margin: eased from 7.22 percent to 6.93 percent, implying somewhat lower anticipated profitability on future revenues.
  • Future P/E: edged down from 3.74x to 3.72x, a minor change that leaves the forward valuation multiple broadly unchanged.

Have other thoughts on Jastrzebska Spólka Weglowa?

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.