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Syensqo SA shares target cut by Deutsche Bank due to mixed sector performance

EditorEmilio Ghigini
Published 07/03/2024, 05:01 AM
SYAB
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On Wednesday, Syensqo SA (SYENS:BB) shares experienced a revision in its financial outlook as Deutsche Bank adjusted the company's price target to €110.00, down from the previous €115.00. Despite this change, the firm maintained a Buy rating on the stock.

The adjustment comes alongside expectations for the company's second-quarter adjusted EBITDA to decrease by 12.0% year-over-year to €381 million, which is a slight increase of 5.0% quarter-over-quarter compared to the first quarter's €363 million.

This forecast aligns closely with the consensus estimate from Vara Research as of April 17 and is consistent with the company's guidance for a second-quarter EBITDA of approximately €382 million.

The year-over-year EBITDA decline is attributed primarily to weaker performance in the Materials and Corporate & Business Services sectors, which overshadowed improvements in the Consumer & Resources division.

Deutsche Bank's analyst remarks reflected these expectations, noting that the figures are generally in agreement with the company's own projections communicated during the first-quarter results.

Looking ahead to the full year of 2024, Deutsche Bank anticipates that Syensqo's management will refine its EBITDA guidance, which currently ranges from €1.4 billion to €1.55 billion.

The bank's own estimate stands at €1,488 million, while the Vara Research consensus as of April 17 is slightly higher at €1,508 million. The bank has also made minor adjustments to its forecast for the company's Free Cash Flow to Firm (FCFF), reflecting a lowered full-year EBITDA prediction from the previously estimated €1,501 million.

The revised price target and maintained Buy rating suggest that, despite the anticipated dip in EBITDA for the second quarter and the full year, Deutsche Bank remains optimistic about Syensqo SA's investment potential. The bank's analysis indicates a careful consideration of the company's financial performance across its various sectors and its impact on future earnings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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