Update shared on 13 Dec 2025
Fair value Increased 16%Narrative Update on Constellium
Analysts have raised their price target on Constellium from approximately $18.90 to about $21.96. This reflects higher expected profitability and valuation multiples, despite slightly moderating revenue growth assumptions and a marginally higher discount rate.
What's in the News
- Completed EUR 30 million finishing line investment at the Singen, Germany plant in partnership with Lotte Infracell to supply high quality aluminum foilstock for European battery applications, with first qualification coil produced in November 2025 (company announcement)
- New Singen facility includes edge trimming and packing lines with logistics and buffer areas designed to optimize production flow for coils up to 2,000 mm wide and 1.3 mm thick across multiple end markets (company announcement)
- Installation of a solar power system at Singen is expected to generate about 760,000 kWh of renewable energy annually and lower the site's carbon footprint, supported by enhanced fire protection and sprinkler systems that underline a strong safety focus (company announcement)
- From July 1 to September 30, 2025, Constellium repurchased 1,737,244 shares, or 1.24 percent of shares, for 25 million dollars, completing a total buyback of 11,227,278 shares, or 7.81 percent, for 153.87 million dollars under its February 2024 program (company filing)
- Constellium appointed Ingrid Joerg as Chief Executive Officer effective January 1, 2026, succeeding retiring CEO Jean Marc Germain, who will remain as Special Advisor through December 31, 2026 to support a smooth leadership transition (company announcement)
Valuation Changes
- Fair Value Estimate has risen moderately from approximately $18.91 to about $21.96 per share, reflecting a more optimistic view of intrinsic value.
- Discount Rate has increased slightly from about 10.19 percent to roughly 10.86 percent, implying a marginally higher required return and risk assessment.
- Revenue Growth Assumptions have fallen meaningfully from around 10.06 percent to about 7.85 percent annually, indicating more conservative top line expectations.
- Net Profit Margin Forecast has improved modestly from roughly 3.03 percent to about 3.26 percent, suggesting expectations for better profitability.
- Future P/E Multiple has risen from approximately 9.61x to about 11.11x, signaling higher anticipated valuation relative to earnings.
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