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PTT: Share Buyback And Dividend Policy Will Support Future Upside

Share Buyback and Director Appointments Will Shape Future Competitive Outlook

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PTT
AnalystConsensusTarget
Not Invested
Published 24 Nov 2024

Update shared on 09 Dec 2025

Fair value Increased 0.44%
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AnalystConsensusTarget's Fair Value
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1Y
-3.1%
7D
-0.8%

Analysts have nudged their price target for PTT slightly higher to approximately $35.19 from about $35.03, citing modest improvements in expected revenue growth, profit margins, and a slightly lower projected discount rate and future price to earnings multiple.

What's in the News

  • PTT completed a share repurchase program, buying back 238,660,400 shares, or 0.84% of outstanding shares, for THB 7,548.9 million under the buyback announced on March 20, 2025 (Key Developments).
  • The board approved a cash dividend of THB 0.90 per share for the operating period from January 1, 2025 to June 30, 2025, with an ex dividend date of October 1, 2025 and payment on October 17, 2025 (Key Developments).
  • PTT is dissolving its wholly owned subsidiary Swap and Go Company Limited, with dissolution approved at an Extraordinary General Meeting and registration expected to be completed in 2026, as part of a strategic refocus on core and non hydrocarbon businesses (Key Developments).
  • Multiple board meetings in October and November 2025 are scheduled to address director appointments, specific committee memberships, and authorized signatory changes, reflecting ongoing governance and leadership adjustments (Key Developments).

Valuation Changes

  • The fair value estimate has risen slightly from THB 35.03 to THB 35.19 per share, reflecting modestly improved fundamentals.
  • The discount rate has fallen slightly from 8.88 percent to about 8.82 percent, implying a marginally lower required return.
  • Revenue growth has risen slightly from roughly 1.94 percent to about 2.06 percent, indicating a small upgrade to top-line expectations.
  • Net profit margin has risen slightly from around 3.65 percent to approximately 3.72 percent, pointing to a modest improvement in profitability assumptions.
  • The future P/E has fallen slightly from about 12.14 times to roughly 11.93 times, suggesting a marginally lower valuation multiple applied to projected earnings.

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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.