US Corn Trends And Decarbonization Will Define Future

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

02 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

1.7%

7D

2.6%

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1Y

1.7%

7D

2.6%

You can edit this narrative until Dec 3 7:05 AM. Then, changes will post as Updates.

Author's Valuation

US$10.915.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 02 Dec 25

Fair value Increased 8.46%

LXU: Improved Profit Margin And Share Buyback Will Drive Value

Analysts have raised their price target for LSB Industries from $10.05 to $10.90, citing improvements in profit margin and a reduced discount rate as key factors, even though revenue growth projections are more cautious. What's in the News The company completed the repurchase of 2,790,918 shares, accounting for 3.8% of the company, for $23.42 million under the previously announced buyback program (Key Developments).

Shared on 01 May 25

Fair value Increased 2.55%

Shared on 23 Apr 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 4.84%

AnalystConsensusTarget has increased profit margin from 6.8% to 7.5% and decreased future PE multiple from 22.9x to 19.8x.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 7.9% to 6.3%, decreased profit margin from 7.9% to 6.8% and increased future PE multiple from 18.3x to 23.4x.

AnalystConsensusTarget Fair Value

US$10.9

15.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.08%

Chemicals revenue growth rate

0.63%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

8.81%

Calculation

US$43.35m

Earnings '28

x

23.32x

PE Ratio '28

=

US$1.01b

Market Cap '28

US$1.01b

Market Cap '28

/

72.23m

No. shares '28

=

US$14.00

Share Price '28

US$14.00 Share Price '28

Discounted to 2025 @ 8.81% p.a.

=

US$10.87

Fair Value '25