ICL Group

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

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jan 25

Updated

29 Jul 25

Views

n/a

AnalystConsensusTarget's Fair Value

n/a

-0.8%

-2.2%

-0.8%

-2.2%

You can edit this narrative until Jul 29 11:00 AM. Then, changes will post as Updates.

Author's Valuation

US$6.7426.8% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates1

Shared on 29 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).

AnalystConsensusTarget Fair Value

US$6.74

26.8% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

4.20%

Chemicals revenue growth rate

0.58%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

10.17%

Calculation

US$612.89m

Earnings '28

18.68x

PE Ratio '28

US$11.45b

Market Cap '28

US$11.45b

Market Cap '28

1.29b

No. shares '28

US$8.86

Share Price '28

US$8.86 Share Price '28

Discounted to 2025 @ 9.56% p.a.

US$6.74

Fair Value '25