Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

04 Dec 25

Views

491

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

2.9%

7D

1.0%

Loading

1Y

2.9%

7D

1.0%

You can edit this narrative until Dec 5 3:05 PM. Then, changes will post as Updates.

Author's Valuation

US$99.2314.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Decreased 0.10%

SO: Composite Equity Units Offering Will Support Future Shareholder Value Upside

Analysts have modestly lowered their price target on Southern by approximately $0.10 to reflect a slightly higher discount rate and marginally less favorable long term valuation assumptions, while leaving core growth and profitability expectations essentially unchanged. What's in the News Southern has completed a $1.75 billion composite equity units offering, issuing 35 million equity derivative units priced at $50 per unit, with a $0.875 discount per security (Key Developments).

Shared on 20 Nov 25

Fair value Decreased 1.12%

SO: Composite Units Offering Is Expected To Drive Shareholder Value Forward

Narrative Update on Southern Analysts have modestly revised their price target for Southern, lowering it by $1.12 per share. This change reflects updated assessments of discount rates, revenue growth, and margin projections.

Shared on 05 Nov 25

Fair value Increased 0.36%

SO: Recent Equity Offering and Improved Margins Will Shape Future Performance

Analysts have raised their price target for Southern from $100.08 to $100.45 per share. They cited slight improvements in projected profit margins while also noting a marginal reduction in expected revenue growth.

Shared on 22 Oct 25

Fair value Increased 3.02%

Analysts have raised their price target for Southern from $97.15 to $100.08, citing expectations for stronger revenue growth that modestly outweigh a slight decrease in profit margins. Valuation Changes Fair Value has increased modestly, rising from $97.15 to $100.08.

Shared on 08 Oct 25

Fair value Increased 0.43%

Narrative Update on Southern: Analyst Price Target Revision Analysts have slightly increased their price target for Southern by $0.41 to $97.15. This adjustment reflects modest improvements in expected revenue growth, even though the profit margin forecast is marginally lower.

Shared on 07 May 25

Fair value Increased 2.05%

Shared on 30 Apr 25

Fair value Decreased 0.35%

AnalystConsensusTarget has increased revenue growth from 3.9% to 4.3%.

Shared on 23 Apr 25

Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 3.20%

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

AnalystConsensusTarget Fair Value

US$99.23

14.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.23%

Electric Utilities revenue growth rate

0.16%

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

7.12%

Calculation

US$5.91b

Earnings '28

x

22.99x

PE Ratio '28

=

US$135.92b

Market Cap '28

US$135.92b

Market Cap '28

/

1.11b

No. shares '28

=

US$122.00

Share Price '28

US$122.00 Share Price '28

Discounted to 2025 @ 7.13% p.a.

=

US$99.21

Fair Value '25