Update shared on 11 Nov 2025
Fair value Increased 0.085%Analysts have raised their price target for Türk Telekomünikasyon Anonim Sirketi, increasing it slightly from TRY 73.83 to TRY 73.89. This change is due to improved revenue growth expectations, despite a marginally higher discount rate and a modest adjustment to profit margin forecasts.
Analyst Commentary
Bullish Takeaways
- Bullish analysts have highlighted upward revisions in revenue growth expectations. This supports a higher valuation, even with recent changes in profit margin assumptions.
- The company's consistent ability to capture market opportunities and maintain resilient operational performance is contributing to improved analyst sentiment.
- Anticipated benefits from strategic investments and digital transformation efforts are expected to drive long-term growth for Türk Telekomünikasyon Anonim Sirketi.
- Upgrades in analyst ratings suggest confidence in management's execution and potential for further upward price target adjustments, even as some risks remain.
Bearish Takeaways
- Bearish analysts caution that the adjusted discount rate may signal increased perceived risk, which could impact long-term returns.
- Modest downgrades to profit margin forecasts indicate ongoing pressure on the company's cost structure or competitive dynamics in the telecom sector.
- There are concerns regarding the sustainability of recent growth trends given a challenging macroeconomic environment in the region.
What's in the News
- Revised earnings guidance for 2025 with the company now expecting approximately 10% operating revenue growth, up from the previous range of 8% to 9% (Company Guidance).
- The update reflects confidence in sustaining higher revenue growth, even with a high base in the second half of the prior year (Company Guidance).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from TRY 73.83 to TRY 73.89.
- Discount Rate increased from 28.7% to 29.6%, which suggests a marginal rise in perceived risk.
- Revenue Growth expectations have been revised upward, from 33.1% to 35.0%.
- Net Profit Margin has fallen modestly, moving from 10.2% to 9.1%.
- Future P/E ratio increased slightly from 13.1x to 13.8x, reflecting updated valuation assumptions.
Disclaimer
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