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MINT: Share Repurchases Will Support Future Earnings Despite Revenue Contraction

Expansion Into Indonesia, Italy, And Australia Will Boost Future Performance

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MINT
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 14 Dec 2025

Previous
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AnalystConsensusTarget's Fair Value
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1Y
-10.2%
7D
1.3%

Analysts have nudged their price target for Minor International modestly higher to reflect a slightly reduced discount rate and a marginally lower future earnings multiple, with updated estimates now implying a fair value of $34.50 per share.

What's in the News

  • Board meeting scheduled for December 11, 2025, to approve a share repurchase project aimed at financial management efficiency (Key Developments)
  • Board meeting on November 28, 2025, to consider approval of a share repurchase project for financial management purposes (Key Developments)
  • Board of Directors authorized a share buyback plan on November 28, 2025, formalizing the company’s intention to repurchase its own shares (Key Developments)
  • New share repurchase program announced for up to 23,000,000 shares, or 0.41% of capital, totaling THB 500 million, with a price cap of 115% of the five day average and program validity through June 2, 2026 (Key Developments)
  • Upcoming analyst and investor day to review business strategy, key operating metrics, outlook, and Q3 2025 financial results (Key Developments)

Valuation Changes

  • Fair Value: Unchanged at THB 34.50 per share, indicating no revision to the core valuation outcome.
  • Discount Rate: Fallen slightly from 15.10 percent to approximately 14.72 percent, modestly lowering the cost of capital applied in the valuation model.
  • Revenue Growth: Effectively unchanged at about minus 34.06 percent, reflecting a consistent expectation for top line contraction.
  • Net Profit Margin: Edged down marginally from 27.71 percent to around 27.70 percent, implying a very small reduction in long term profitability assumptions.
  • Future P/E: Reduced slightly from 23.07x to about 22.85x, indicating a modestly lower valuation multiple applied to future earnings.

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Disclaimer

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