Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts Think

It's been a pretty great week for Mo-BRUK S.A. (WSE:MBR) shareholders, with its shares surging 15% to zł322 in the week since its latest third-quarter results. Mo-BRUK beat revenue forecasts by a solid 15% to hit zł80m. Statutory earnings per share came in at zł22.45, in line with expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for Mo-BRUK

Taking into account the latest results, the current consensus from Mo-BRUK's four analysts is for revenues of zł340.1m in 2025. This would reflect a huge 27% increase on its revenue over the past 12 months. Before this earnings report, the analysts had been forecasting revenues of zł329.8m and earnings per share (EPS) of zł38.87 in 2025. The thing that stands out most is that, while there's been a modest lift to revenue estimates, the consensus no longer provides an EPS estimate. This impliesthat revenue is more important following the latest results.

There's been no real change to the consensus price target of zł388, with Mo-BRUK seemingly executing in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Mo-BRUK, with the most bullish analyst valuing it at zł456 and the most bearish at zł330 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Mo-BRUK's past performance and to peers in the same industry. The analysts are definitely expecting Mo-BRUK's growth to accelerate, with the forecast 21% annualised growth to the end of 2025 ranking favourably alongside historical growth of 12% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 5.1% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Mo-BRUK is expected to grow much faster than its industry.

The Bottom Line

The highlight for us was that the analysts increased their revenue forecasts for Mo-BRUK next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at zł388, with the latest estimates not enough to have an impact on their price targets.

We have estimates for Mo-BRUK from its four analysts out to 2026, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 2 warning signs for Mo-BRUK (of which 1 makes us a bit uncomfortable!) you should know about.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.