Mondi plc

LSE:MNDI Stok Raporu

Piyasa değeri: UK£3.3b

Mondi Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Mondi kazanç ve gelirin sırasıyla yıllık 30.9% ve 3.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 27.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 8.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

30.9%

Kazanç büyüme oranı

27.05%

EPS büyüme oranı

Forestry kazanç büyümesi19.4%
Gelir büyüme oranı3.5%
Gelecekteki özkaynak getirisi8.79%
Analist kapsamı

Good

Son güncelleme25 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi Apr 29

MNDI: Reset Expectations And Mixed Broker Stance Will Support Future Returns

Analysts have trimmed Mondi's fair value estimate from about £10.19 to £9.62 per share, reflecting a series of recent price target cuts from Citi, Deutsche Bank, JPMorgan and Morgan Stanley, which were partly offset by one price target increase and new neutral initiations. Analyst Commentary Recent Street research on Mondi points to a mixed but generally more cautious stance on the shares, with several firms adjusting price targets lower and a smaller number tightening or lifting targets while keeping ratings broadly unchanged.
Anlatı Güncellemesi Apr 15

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Broker Views

Mondi's updated analyst price target reflects a modest recalibration, with fair value now at £13.78 compared with £13.64 previously. Analysts are balancing recent target changes from JPMorgan, Citi, Morgan Stanley and others against small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
Anlatı Güncellemesi Mar 31

MNDI: Future Dividend Resilience Will Drive Re Rating Despite Mixed Broker Stances

Analysts have trimmed Mondi's fair value only slightly, to about £13.64 from £13.66, reflecting a series of reduced price targets in the £780 to £1,030 range as they factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research on Mondi presents a mixed but informative picture, with price targets spread across a wide range and ratings spanning Buy, Neutral and Underweight.
Anlatı Güncellemesi Mar 17

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Coverage

The updated analyst price target for Mondi has increased to £13.66 from £12.55. Analysts attribute the change to adjusted discount rate assumptions, slightly higher revenue growth expectations and a higher future P/E multiple, despite a series of recent target cuts and mixed ratings across the Street.
Anlatı Güncellemesi Mar 03

MNDI: Reset Expectations Will Support Future Returns Despite Recent Rating Downgrades

Mondi's updated analyst price target has edged lower, with recent cuts to around £7.80 to £9.00. This reflects more cautious assumptions on growth, margins and fair value, while still incorporating a higher future P/E multiple.
Anlatı Güncellemesi Feb 17

MNDI: Future Dividend Resilience Will Support Re Rating After Cautious Coverage

The latest analyst price target for Mondi has been adjusted to £12.55 from £12.36, as analysts factor in slightly different assumptions for discount rates, revenue growth, profit margins and future P/E, while recent research incorporates more cautious views on valuation and sector fundamentals. Analyst Commentary Recent research around Mondi reflects a mixed backdrop, but there are still some clear positives that more optimistic voices are focusing on, especially around valuation support and the potential for improved execution over time.
Anlatı Güncellemesi Feb 03

MNDI: Weaker Sector Fundamentals Will Pressure Multiples And Heighten Dividend Risk

Analysts have trimmed their price targets for Mondi to a range of about £7.60 to £8.00 per share, reflecting weaker sector fundamentals, more cautious assumptions on revenue growth and profit margins, and concerns that current trading levels sit above the company's long term valuation multiples. Analyst Commentary Bearish analysts have turned more cautious on Mondi, cutting ratings and resetting price targets closer to where they see long term valuation multiples and weaker sector conditions lining up.
Anlatı Güncellemesi Jan 20

MNDI: Future Dividend Resilience Will Underpin Rebound After Cautious Downgrades

The analyst price target for Mondi has been cut in line with a lower fair value estimate to reflect what analysts see as weak market fundamentals and overly optimistic consensus expectations, following recent target reductions to £8.00 and £7.60 and downgrades to Underweight. Analyst Commentary Recent research on Mondi has turned more cautious, with price targets reduced to £8.00 and £7.60 and ratings cut to Underweight.
Anlatı Güncellemesi Jan 05

MNDI: Future Dividend Resilience Will Drive Rebound After Recent Downgrades

Narrative update The analyst price target for Mondi has been reduced in light of a lower fair value estimate of €13.76 from €17.67 and more cautious assumptions on revenue growth and future P/E, as analysts reassess expectations and highlight risks to dividends and prior target levels ranging from £7.60 to £12.50. Analyst Commentary Recent Street research on Mondi points to a mixed but still constructive set of views, with some firms turning more cautious while others maintain a more positive stance on execution and valuation support.
Anlatı Güncellemesi Dec 18

MNDI Will Face Mounting Dividend Risk As Expectations Reset

Mondi's analyst price targets have been cut meaningfully, with a lower fair value estimate falling from roughly 10.8 to 7.5, as analysts temper expectations for revenue growth, margins, and future earnings multiples while flagging elevated risks to near term dividends and catalysts. Analyst Commentary Recent Street research reflects a notable reset in expectations for Mondi, with several bearish analysts cutting price targets and, in some cases, ratings.
Anlatı Güncellemesi Dec 04

MNDI: Business Reorganisation Will Drive Future Returns Despite Mounting Dividend Concerns

The analyst price target for Mondi has been revised lower to about £10.38 per share from roughly £10.36, as analysts temper revenue growth expectations and highlight softer sector sentiment, along with rising concerns over optimistic consensus forecasts and dividend sustainability. Analyst Commentary Recent Street research reflects a more balanced, yet cautious, stance on Mondi, with several firms trimming price targets and reassessing ratings as they recalibrate expectations for earnings growth, cash generation, and shareholder returns.
Anlatı Güncellemesi Nov 20

MNDI: Business Reorganisation Will Drive Long-Term Value Despite Dividend Risks

The analyst price target for Mondi has declined significantly in recent updates. The consensus decrease reflects cautious sentiment from analysts who cite risks to future dividends and skepticism about optimistic growth expectations.
Anlatı Güncellemesi Nov 05

MNDI: Market Reorganization Will Drive Gradual Recovery Amid Reduced Forward Multiples

Analysts have reduced their price targets for Mondi. The consensus fair value estimate has decreased from £10.48 to £10.30 per share, reflecting a less optimistic outlook amid limited near-term catalysts for the company.
Anlatı Güncellemesi Oct 22

Analyst Commentary Highlights Reduced Price Targets and Ongoing Caution for Mondi Shares

The analyst price target for Mondi has been significantly reduced, dropping from approximately £12.20 to £10.48 per share. Analysts cite weaker projections for revenue growth and profitability as the reason for this change.
Anlatı Güncellemesi Oct 08

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

The average analyst price target for Mondi has been reduced from approximately £13.80 to £12.20. This change reflects analysts' expectations of softer revenue growth and profit margins in the near term.
Analiz Makalesi Sep 18

Investors Still Waiting For A Pull Back In Mondi plc (LON:MNDI)

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analiz Makalesi Aug 18

Here's Why Mondi (LON:MNDI) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Anlatı Güncellemesi Aug 07

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

Despite the consensus analyst price target for Mondi remaining stable at £13.78, the company’s future P/E ratio has declined notably, reflecting lower market expectations for future earnings growth. Valuation Changes Summary of Valuation Changes for Mondi The Consensus Analyst Price Target remained effectively unchanged, at £13.78.
Analiz Makalesi Aug 01

A Look At The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights Mondi's estimated fair value is UK£12.28 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analiz Makalesi May 11

Mondi plc's (LON:MNDI) P/E Still Appears To Be Reasonable

Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 27.7x might make it look like a strong sell right now...
Analiz Makalesi Apr 26

These 4 Measures Indicate That Mondi (LON:MNDI) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Mar 05

Investors Can Find Comfort In Mondi's (LON:MNDI) Earnings Quality

The market for Mondi plc's ( LON:MNDI ) shares didn't move much after it posted weak earnings recently. Our analysis...
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Yeni Anlatı Feb 23

Acquisition Of Schumacher's Assets Will Expand Global Packaging Presence

Strategic acquisitions and CapEx investments aim to boost Mondi’s North American presence and improve efficiency, supporting revenue growth and synergies.
Analiz Makalesi Jan 26

Mondi plc (LON:MNDI) Shares Could Be 23% Below Their Intrinsic Value Estimate

Key Insights Mondi's estimated fair value is UK£15.99 based on 2 Stage Free Cash Flow to Equity Mondi's UK£12.29 share...
Analiz Makalesi Oct 18

Is There An Opportunity With Mondi plc's (LON:MNDI) 33% Undervaluation?

Key Insights The projected fair value for Mondi is UK£19.08 based on 2 Stage Free Cash Flow to Equity Mondi's UK£12.87...
Analiz Makalesi Aug 22

Why Investors Shouldn't Be Surprised By Mondi plc's (LON:MNDI) P/E

Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 19.4x might make it look like a sell right now compared...
Analiz Makalesi Aug 04

Here's Why Mondi (LON:MNDI) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analiz Makalesi May 21

Calculating The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights The projected fair value for Mondi is UK£19.53 based on 2 Stage Free Cash Flow to Equity With UK£16.04...
Analiz Makalesi May 03

Investor Optimism Abounds Mondi plc (LON:MNDI) But Growth Is Lacking

It's not a stretch to say that Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 15.9x right now seems...
Analiz Makalesi Mar 28

Earnings Troubles May Signal Larger Issues for Mondi (LON:MNDI) Shareholders

Mondi plc's ( LON:MNDI ) recent weak earnings report didn't cause a big stock movement. We think that investors are...
Analiz Makalesi Mar 15

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Jan 17

Little Excitement Around Mondi plc's (LON:MNDI) Earnings

With a price-to-earnings (or "P/E") ratio of 10.5x Mondi plc ( LON:MNDI ) may be sending bullish signals at the moment...
Analiz Makalesi Nov 18

Mondi (LON:MNDI) Is Reinvesting At Lower Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analiz Makalesi Oct 11

Estimating The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights Mondi's estimated fair value is UK£11.82 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analiz Makalesi Sep 25

Here's Why Mondi (LON:MNDI) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analiz Makalesi Jun 22

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi May 19

Mondi (LON:MNDI) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analiz Makalesi May 01

Are Mondi plc (LON:MNDI) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Mondi is UK£9.44 based on 2 Stage Free Cash Flow to Equity Current share...
Analiz Makalesi Mar 20

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

Kazanç ve Gelir Büyüme Tahminleri

LSE:MNDI - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (EUR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20288,4733673531,08510
12/31/20278,23331119794711
12/31/20267,84514917379611
12/31/20257,663165246986N/A
9/30/20257,625177114956N/A
6/30/20257,586189-19926N/A
3/31/20257,501204-81889N/A
12/31/20247,416218-143851N/A
9/30/20247,302305-44945N/A
6/30/20247,188392541,038N/A
3/31/20247,2594472601,199N/A
12/31/20237,3305024651,359N/A
9/30/20237,8046396301,407N/A
6/30/20238,2787757951,455N/A
3/31/20238,5909818371,452N/A
12/31/20228,9021,1868791,448N/A
9/30/20228,5491,0938271,371N/A
6/30/20228,1969997741,293N/A
3/31/20227,5857716911,222N/A
12/31/20216,9745436081,150N/A
9/30/20216,7345206551,225N/A
6/30/20216,4944977021,299N/A
3/31/20216,5795406651,309N/A
12/31/20206,6635826271,318N/A
9/30/20206,8066405591,314N/A
6/30/20206,9496974901,309N/A
3/31/20207,1097555311,349N/A
12/31/20197,2688125711,388N/A
9/30/20197,397875N/A1,377N/A
6/30/20197,525937N/A1,365N/A
3/31/20197,503881N/A1,386N/A
12/31/20187,481824N/A1,407N/A
9/30/20187,361747N/A1,347N/A
6/30/20187,241670N/A1,286N/A
3/31/20187,169669N/A1,250N/A
12/31/20177,096668N/A1,213N/A
9/30/20177,014646N/A1,233N/A
6/30/20176,932624N/A1,252N/A
3/31/20176,797631N/A1,241N/A
12/31/20166,662638N/A1,229N/A
9/30/20166,667655N/A1,208N/A
6/30/20166,672671N/A1,187N/A
3/31/20166,746636N/A1,153N/A
12/31/20156,819600N/A1,119N/A
9/30/20156,766564N/A1,053N/A
6/30/20156,713528N/A987N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MNDI 'nin tahmini kazanç büyümesi (yıllık 30.9% ) tasarruf oranının ( 3.4% ) üzerindedir.

Kazançlar ve Piyasa: MNDI şirketinin kazançlarının (yıllık 30.9% ) UK pazarından (yıllık 11.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MNDI şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: MNDI şirketinin gelirinin (yıllık 3.5% ) UK pazarından (yıllık 4.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MNDI şirketinin gelirinin (yıllık 3.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MNDI 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 8.8 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/25 18:49
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Mondi plc 20 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
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Pallav MittalBarclays
Joseph BloomfieldBerenberg