Update shared on18 Oct 2025
Fair value Decreased 0.78%Narrative Update on Billerud
Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.
Analyst Commentary
Bullish Takeaways
- Bullish analysts note that Billerud’s underlying business fundamentals remain stable, supporting the current valuation despite recent target adjustments.
- They point out that the company’s steady operational execution provides a degree of resilience, even amid modest revenue growth projections.
- Recent pricing updates are seen as a reflection of cautious optimism around future market positioning and long-term growth prospects.
Bearish Takeaways
- Bearish analysts remain cautious regarding the near-term revenue outlook, which has led to a downward revision in price targets.
- Concerns persist about the pace of growth, with tempered expectations for both demand recovery and market expansion.
- Some view the Neutral rating as indicative of ongoing uncertainty around execution and the company’s ability to exceed current market forecasts.
Valuation Changes
- Fair Value: Decreased marginally from SEK 102.6 to SEK 101.8.
- Discount Rate: Slightly reduced from 5.34% to 5.34%.
- Revenue Growth: Lowered from 0.38% to 0.35%.
- Profit Margin: Increased slightly from 4.50% to 4.50%.
- Future P/E: Declined modestly from 14.95x to 14.83x.
Disclaimer
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