Update shared on29 Jul 2025
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).
- Declared a quarterly dividend of $0.0426 per share, reduced compared to the previous year.
- Pursuing additional complementary M&A to expand regional market presence, leveraging global workforce for local market insights.
- Reiterated full-year 2025 earnings guidance and confirmed potash sales volumes of 4.5–4.7 million metric tons.
Valuation Changes
Summary of Valuation Changes for ICL Group
- The Consensus Analyst Price Target has significantly risen from $5.28 to $6.74.
- The Consensus Revenue Growth forecasts for ICL Group has significantly fallen from 5.2% per annum to 3.9% per annum.
- The Discount Rate for ICL Group has significantly risen from 8.21% to 9.56%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.