Decarbonization Pressures And Legacy Liabilities Will Erode Margins

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

29 Apr 25

Updated

20 Mar 26

Views

8

20 Mar

US$26.02

AnalystLowTarget's Fair Value

US$18.00

44.6% overvalued

1Y

33.2%

7D

-6.2%

Loading

1Y

33.2%

7D

-6.2%

You can edit this narrative until Mar 21 10:05 AM. Then, changes will post as Updates.

Author's Valuation

US$1844.6% overvalued

AnalystLowTarget Fair Value

Shared on 20 Mar 26

OLN: Future Commodity Oversupply And Earnings Pressures Will Constrain Share Performance

Analysts have raised the Olin price target slightly, with updates clustering in the mid $20s as they incorporate revised commodity chemical forecasts related to supply disruptions and recent earnings updates. Analyst Commentary Recent research on Olin has centered on price target revisions clustered in the low to mid US$20s, with most firms maintaining neutral stances.

1 view

Shared on 05 Feb 26

Fair value Decreased 10%

OLN: Future Earnings Pressures And Commodity Oversupply Will Weigh On Shares

Our updated narrative on Olin reflects a fair value move from $20.00 to $18.00, in line with a series of recent analyst price target trims that focus on softer revenue trends, lower projected profit margins, a higher discount rate, and a shift to a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Olin has leaned cautious, with a cluster of price target trims over a short period.

2 views

Shared on 07 May 25

Fair value Decreased 14%

AnalystLowTarget has decreased future PE multiple from 8.8x to 7.7x.

1 view

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$18

44.6% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

4.13%

Historical revenue growth rate

-5.95%

Chemicals revenue growth rate

0.40%

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

9.13%

Calculation

US$93.56m

Earnings '29

x

27.34x

PE Ratio '29

=

US$2.56b

Market Cap '29

US$2.56b

Market Cap '29

/

109.26m

No. shares '29

=

US$23.41

Share Price '29

US$23.41 Share Price '29

Discounted to 2026 @ 9.25% p.a.

=

US$17.96

Fair Value '26