Tronox Holdings

Rising Titanium Dioxide Demand And India's Growth Will Expand Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Sep 24

Updated

09 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-67.0%

7D

-7.2%

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1Y

-67.0%

7D

-7.2%

You can edit this narrative until Nov 10 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$4.6317.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Nov 25

Fair value Increased 8.59%

TROX: Pricing Discipline And Export Duties Will Drive Outperformance Ahead

Tronox Holdings has seen its analyst price target increase modestly, rising by $0.37 to $4.63 per share. Analysts cite ongoing sector pricing discipline and production curtailments as factors supporting the company's outlook.

Shared on 04 Aug 25

Fair value Decreased 37%

The significant lowering of Tronox Holdings' analyst price target reflects rising valuation multiples amid sharply reduced profit margins, resulting in a revised fair value of $5.57. What's in the News Tronox Holdings' Board declared a reduced quarterly cash dividend of $0.05 per share.

Shared on 30 Apr 25

Fair value Decreased 35%

Shared on 23 Apr 25

Fair value Decreased 3.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 5.75%

AnalystConsensusTarget has decreased revenue growth from 3.6% to 3.0%.

Shared on 09 Apr 25

Fair value Increased 62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 41%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 11%

AnalystConsensusTarget has decreased profit margin from 11.5% to 5.2%, increased future PE multiple from 7.2x to 14.7x and increased discount rate from 10.1% to 11.4%.

AnalystConsensusTarget Fair Value

US$4.63

17.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.44%

Chemicals revenue growth rate

0.62%

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

12.50%

Calculation

US$16.91m

Earnings '28

x

62.37x

PE Ratio '28

=

US$1.05b

Market Cap '28

US$1.05b

Market Cap '28

/

160.45m

No. shares '28

=

US$6.57

Share Price '28

US$6.57 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$4.62

Fair Value '25