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Fiscal Tightening And High Taxes Will Erode Romanian Banks

Published
07 Dec 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
RON 30.19
6.9% undervalued intrinsic discount
04 Sep
RON 28.12
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1Y
21.2%
7D
2.3%

Author's Valuation

RON 30.2

6.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 4.90%

The slight upward revision in Banca Transilvania's consensus price target reflects modest improvement in revenue growth forecasts, while net profit margin remains stable, resulting in a marginal increase in fair value to RON29.29. What's in the News Banca Transilvania announced a stock split or significant stock dividend with a split ratio of 1.1891737621 : 1, effective July 17, 2025.

Shared on01 May 25
Fair value Increased 5.77%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.51%

AnalystConsensusTarget has increased revenue growth from 7.1% to 8.4%.

Shared on12 Mar 25
Fair value Decreased 4.65%

AnalystConsensusTarget has decreased revenue growth from 8.1% to 7.1%, decreased future PE multiple from 11.8x to 10.0x and decreased shares outstanding growth rate from 0.1% to 0.0%.