BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns

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AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

02 Nov 25

Views

59

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-8.0%

7D

2.6%

Loading

1Y

-8.0%

7D

2.6%

You can edit this narrative until Nov 3 4:10 AM. Then, changes will post as Updates.

Author's Valuation

SEK 102.810.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 02 Nov 25

Fair value Increased 0.98%

Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.

Shared on 18 Oct 25

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.

Shared on 04 Oct 25

Fair value Decreased 0.39%

Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.

Shared on 01 May 25

Fair value Decreased 18%

Shared on 23 Apr 25

Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.02%

AnalystConsensusTarget has decreased revenue growth from 2.7% to 1.8%.

Shared on 02 Apr 25

Fair value Increased 2.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 9.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 3.09%

AnalystConsensusTarget Fair Value

SEK 102.8

10.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

0.40%

Packaging revenue growth rate

0.15%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.29%

Calculation

SEK 2.76b

Earnings '28

x

10.77x

PE Ratio '28

=

SEK 29.68b

Market Cap '28

SEK 29.68b

Market Cap '28

/

248.70m

No. shares '28

=

SEK 119.32

Share Price '28

SEK 119.32 Share Price '28

Discounted to 2025 @ 5.19% p.a.

=

SEK 102.51

Fair Value '25