Update shared on 29 Nov 2025
Fair value Increased 2.35%Analysts have increased their price target for Trelleborg from SEK 405.71 to SEK 415.25. They cite improved revenue growth projections, but note only a modest adjustment to profit margin expectations.
Analyst Commentary
Recent street research on Trelleborg reflects a measured, balanced perspective from analysts evaluating the company’s future prospects and valuation. While there are positive signs for revenue growth and resilience, some caution remains regarding the pace of improvement and margin dynamics.
Bullish Takeaways- Bullish analysts highlight the company's ability to sustain healthy revenue growth, supporting the recent price target increase.
- Optimism exists around the company’s exposure to end markets expected to show positive demand trends over the coming quarters.
- The company’s proactive approach to operational efficiency is viewed as supportive of long-term value creation, even if the benefit to margins is incremental in the near term.
- Recent upward adjustments in valuation targets suggest confidence in the company’s strategy to execute successfully on its growth plans.
- Bearish analysts remain cautious about the moderate pace of margin expansion relative to revenue growth, which may limit upside potential in the near term.
- There are concerns that the overall market outlook still carries uncertainty, which could weigh on the company’s ability to consistently deliver above-market growth.
- Some believe that valuation appears fair after recent price target adjustments and await clearer signs of operating leverage or sustained profitability improvements before becoming more constructive.
Valuation Changes
- Consensus Analyst Price Target has increased from SEK 405.71 to SEK 415.25, reflecting a modest upward revision in perceived fair value.
- Discount Rate has risen slightly from 6.52% to 6.57%, indicating a minor change in the risk assessment applied to projected cash flows.
- Revenue Growth expectations have been upgraded from 3.16% to 3.58%, signaling greater confidence in the company’s future sales trajectory.
- Net Profit Margin projections have edged down from 13.11% to 12.95%, highlighting a marginal decrease in expected profitability.
- Future P/E ratio estimate has moved up from 19.62x to 21.12x, suggesting a higher earnings multiple is being applied to forward-looking profits.
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.