Tariff Volatility And Recycled Materials Will Erode Primary Aluminum Margins

AnalystConsensusTarget

Not Invested

Consensus Narrative from 11 Analysts

Published

24 Apr 25

Updated

01 May 25

AnalystConsensusTarget's Fair Value

US$33.55

2.0% undervalued

04 Sep

US$32.86

-4.3%

6.2%

-4.3%

6.2%

You can edit this narrative until May 12 6:03 AM. Then, changes will post as Updates.

Author's Valuation

US$33.5

2.0% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates1

Shared on01 May 25
Fair value Decreased 8.16%

AnalystConsensusTarget Fair Value

US$33.55

2.0% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

0.17%

Metals and Mining revenue growth rate

0.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.07%

Calculation

US$592.13m

Earnings '28

18.54x

PE Ratio '28

US$10.98b

Market Cap '28

US$10.98b

Market Cap '28

260.60m

No. shares '28

US$42.13

Share Price '28

US$42.13 Share Price '28

Discounted to 2025 @ 7.97% p.a.

US$33.47

Fair Value '25

Tariff Volatility And Recycled Materials Will Erode Primary Aluminum Margins

Shared on01 May 25Fair value Decreased 8.16%

Shared on01 May 25
Fair value Decreased 8.16%