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SCA B: Neutral Ratings And Resilient Performance Will Anchor Market Expectations

Update shared on 27 Nov 2025

Fair value Decreased 0.06%
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AnalystConsensusTarget's Fair Value
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1Y
-13.4%
7D
1.6%

The analyst price target for Svenska Cellulosa has been reduced by SEK 1 to SEK 134, as analysts point to slightly softer forecasts for revenue growth while maintaining a broadly neutral outlook on the shares.

Analyst Commentary

Recent research updates reflect mixed views from the analyst community regarding Svenska Cellulosa Aktiebolaget’s prospects. While the overall stance is neutral, there are both positive and cautious perspectives highlighted in the latest notes.

Bullish Takeaways
  • Bullish analysts have upgraded their ratings to a more neutral stance, suggesting shares are now fairly valued at current trading levels. This signals limited downside risk in the valuation.
  • Some upward adjustments to price targets in recent months demonstrate confidence in the company’s ability to execute on its strategy.
  • Maintaining price targets despite past economic headwinds reflects a belief in Svenska Cellulosa’s underlying business resilience and defensive positioning.
  • Equal Weight ratings suggest expectations that company performance will remain in line with the broader sector. This indicates stability relative to industry peers.
Bearish Takeaways
  • Bearish analysts have lowered their price targets several times, signaling caution due to softer revenue growth forecasts.
  • Neutral ratings have been maintained alongside target reductions, reflecting limited expectations for near-term outperformance or significant positive catalysts.
  • Flat or reduced targets suggest concerns about execution risks and the company’s ability to deliver meaningful earnings growth in the current environment.
  • The modest decrease in price targets highlights persistent sector-wide uncertainties that could weigh on valuation expansion going forward.

Valuation Changes

  • Fair Value has decreased marginally from SEK 138.42 to SEK 138.33, indicating stability in underlying valuation estimates.
  • Discount Rate has risen slightly from 6.63% to 6.65%, suggesting a modest increase in perceived risk or required return.
  • Revenue Growth forecasts have been trimmed from 22.73% to 20.95%, reflecting more conservative expectations for top-line expansion.
  • Net Profit Margin is virtually unchanged, increasing fractionally from 19.50% to 19.51%.
  • Future P/E ratio remains stable, edging lower from 26.65x to 26.64x, indicating little shift in earnings expectations relative to share price.

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.