Vercom S.A. (WSE:VRC) Analysts Just Trimmed Their Revenue Forecasts By 11%

One thing we could say about the analysts on Vercom S.A. (WSE:VRC) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative.

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Following the latest downgrade, the current consensus, from the four analysts covering Vercom, is for revenues of zł472m in 2025, which would reflect a measurable 5.8% reduction in Vercom's sales over the past 12 months. Before the latest update, the analysts were foreseeing zł533m of revenue in 2025. It looks like forecasts have become a fair bit less optimistic on Vercom, given the substantial drop in revenue estimates.

See our latest analysis for Vercom

We'd point out that there was no major changes to their price target of zł140, suggesting the latest estimates were not enough to shift their view on the value of the business.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that sales are expected to reverse, with a forecast 11% annualised revenue decline to the end of 2025. That is a notable change from historical growth of 29% over the last three years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 8.7% annually for the foreseeable future. It's pretty clear that Vercom's revenues are expected to perform substantially worse than the wider industry.

The Bottom Line

The clear low-light was that analysts slashing their revenue forecasts for Vercom this year. They also expect company revenue to perform worse than the wider market. Often, one downgrade can set off a daisy-chain of cuts, especially if an industry is in decline. So we wouldn't be surprised if the market became a lot more cautious on Vercom after today.

But wait - there's more! At least one of Vercom's four analysts has provided estimates out to 2027, which can be seen for free on our platform here.

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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.