Leadership Transition And Margin Outlook Will Shape Future Value Creation

Narrative Update on Ratos: Analyst Price Target Change Analysts have maintained their fair value estimate for Ratos at 45.0 SEK. They cite shifts in revenue expectations and profit margin forecasts as key factors influencing their unchanged price target.

Analysts have raised their price target for Ratos from SEK 41 to SEK 45, citing improved profit margins and a more favorable discount rate outlook. This comes despite ongoing challenges in revenue growth.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 0.3% to 1.3%.

AnalystConsensusTarget has decreased revenue growth from 3.2% to 0.3%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased profit margin from 3.8% to 4.2% and decreased future PE multiple from 14.2x to 12.6x.

AnalystConsensusTarget has increased revenue growth from 2.9% to 3.2%, decreased profit margin from 4.5% to 3.8% and increased future PE multiple from 10.6x to 14.2x.