Geopolitical Issues Will Impact Margins, But Battery Materials Expansion Will Diversify Revenue Streams

Published
18 Jan 25
Updated
29 Jul 25
AnalystConsensusTarget's Fair Value
US$6.74
12.0% undervalued intrinsic discount
29 Jul
US$5.93
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1Y
49.7%
7D
-1.7%

Author's Valuation

US$6.7

12.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 28%

Despite lower revenue growth forecasts and a higher discount rate indicating increased risk or higher capital costs, the consensus analyst price target for ICL Group has been significantly raised from $5.28 to $6.74. What's in the News Signed 2025 supply agreements for potash with China (750,000 metric tons, plus 340,000 mt option at $346/ton) and India via IPL (400,000 metric tons, plus 100,000 mt option at $349/ton).