Update shared on 15 Nov 2025
Analysts have raised their price target for Trelleborg from SEK 365 to SEK 370, citing modest improvements in revenue growth as well as expectations for a higher future price-to-earnings ratio.
Analyst Commentary
Bullish Takeaways
- A modest upward revision of the price target signals analysts' confidence in Trelleborg's potential for incremental revenue growth.
- Expectations for an improved future price-to-earnings ratio suggest optimism about enhanced profitability and valuation multiples going forward.
- Continued positive sentiment toward the company's recent performance indicates that execution has met or exceeded consensus estimates.
Bearish Takeaways
- The neutral rating alongside the raised price target points to ongoing caution regarding significant share price appreciation in the near term.
- Cautious analysts remain sensitive to potential headwinds, such as market volatility or execution risks that could limit near-term upside.
- Valuation concerns persist, with the stock having already priced in much of the anticipated improvement. This may cap further gains.
Valuation Changes
- Fair Value: Unchanged, remaining at SEK 405.71 according to the latest assessment.
- Discount Rate: Increased modestly from 6.36% to 6.52%. This reflects a slightly higher risk or cost of capital assumption.
- Revenue Growth: Risen slightly from 3.13% to 3.16%, indicating marginally improved growth expectations.
- Net Profit Margin: Declined marginally from 13.27% to 13.11%, suggesting a minor adjustment in projected profitability.
- Future P/E: Increased slightly from 19.31x to 19.63x, which implies heightened valuation expectations for the company's future earnings.
Disclaimer
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