Update shared on08 Aug 2025
Fair value Increased 6.78%Despite a significant downgrade in revenue growth forecasts and a slight increase in future P/E, Carlyle Group's consensus analyst price target has been raised from $61.70 to $65.88.
What's in the News
- John C. Redett will become Co-President of Carlyle and lead Global Private Equity effective January 1, 2026; Justin Plouffe to succeed him as Chief Financial Officer.
- Carlyle may sell its stake in Yes Bank to Sumitomo Mitsui Financial Group as part of a potential $1.1 billion investment; deal is under consideration.
- Carlyle is shortlisted to bid for BASF’s €6 billion+ coatings business, advancing to the next round alongside major private equity players and Akzo Nobel.
- Carlyle is evaluating a bid for fund services firm IQ-EQ, valued at around €5 billion, amid heightened private equity interest.
- Carlyle plans to sell up to a 10% stake in Piramal Pharma, potentially raising INR 26–27 billion through block trades.
Valuation Changes
Summary of Valuation Changes for Carlyle Group
- The Consensus Analyst Price Target has risen from $61.70 to $65.88.
- The Consensus Revenue Growth forecasts for Carlyle Group has significantly fallen from -0.9% per annum to -5.4% per annum.
- The Future P/E for Carlyle Group has risen slightly from 16.71x to 17.11x.
Disclaimer
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