Update shared on01 Aug 2025
Fair value Decreased 4.84%Oatly Group’s lower consensus price target reflects declines in both net profit margin and expected revenue growth, with fair value revised down to $19.37.
What's in the News
- Oatly Group AB lowered its 2025 constant currency revenue growth guidance to approximately flat to +1%, down from the previous +2% to +4%, citing weaker performance in North America and a softer macro-environment in Greater China.
- The company has initiated a strategic review of its Greater China business, including options such as a potential carve-out, with the aim of accelerating growth and maximizing business value; there is no set timeline or guarantee of any transaction.
Valuation Changes
Summary of Valuation Changes for Oatly Group
- The Consensus Analyst Price Target has fallen from $21.37 to $19.37.
- The Net Profit Margin for Oatly Group has fallen from 6.44% to 5.85%.
- The Consensus Revenue Growth forecasts for Oatly Group has fallen from 5.0% per annum to 4.6% per annum.
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