Update shared on03 Oct 2025
Fair value Increased 7.73%Analysts have raised their price target for Cheffelo from $60.33 to $65.00. This change reflects improved outlooks for revenue growth despite a slightly lower profit margin forecast.
What's in the News
- Cheffelo will host an Analyst and Investor Day to discuss strategy, market outlook, and updated financial targets (Key Developments).
- The company raised its earnings guidance for 2025 and now expects full year net sales growth to exceed the upper end of its financial target range of 8%, despite having one fewer week compared to last year. Currency effects are anticipated to affect consolidated net sales growth going forward (Key Developments).
- Cheffelo projects double-digit net sales growth in the third quarter of 2025, although EBIT is expected to be lower due to typical seasonal factors such as higher marketing spending and reduced summer volumes. Profitability is forecast to return in the fourth quarter, in line with usual seasonal patterns (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen from SEK 60.33 to SEK 65.00, reflecting improved revenue outlook.
- Discount Rate remains unchanged at 4.92%.
- Revenue Growth forecast has increased slightly from 6.08% to 6.59%.
- Net Profit Margin projection has fallen marginally from 4.75% to 4.65%.
- Future P/E has increased from 15.49x to 16.81x. This indicates a higher anticipated valuation based on projected earnings.
Disclaimer
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