Berenberg cuts Tate & Lyle stock rating, slashes price target

Published 19/02/2025, 07:44
Berenberg cuts Tate & Lyle stock rating, slashes price target

On Wednesday, Berenberg analysts downgraded shares of Tate & Lyle (OTC:TATYY) Plc (TATE:LN) (OTC: TATYY), shifting from a "Buy" to a "Hold" rating, while also significantly reducing the price target from GBP9.00 to GBP6.00. The downgrade comes after Tate & Lyle released its third-quarter fiscal year 2025 trading statement on February 13, which indicated challenges ahead for the company.

Tate & Lyle’s trading update revealed pricing pressures within the 2025 contracting cycle and a revision of its fiscal year 2025 guidance. The company now expects mid-single-digit revenue declines and EBITDA growth to be at the lower end of the previously forecasted 4-7% range. These projections are based on constant currency figures and exclude the impact of the CP Kelco acquisition.

The outlook for fiscal 2026 appears to be subdued, prompting Berenberg to adjust its EBITDA forecasts downward by 2.5% for fiscal year 2025 and 11.5% for fiscal year 2026. The analysts cited the lack of near-term improvement in pricing conditions and volume outlook for Tate & Lyle as the primary reasons for the downgrade and price target reduction.

The revised price target of GBP6.00 represents a significant decrease from the previous target of GBP9.00, reflecting Berenberg’s adjusted expectations for the company’s financial performance. The firm’s analysts have expressed concern over the weak outlook and believe that the stock’s valuation should be recalibrated in light of these developments.

Tate & Lyle’s stock performance will continue to be monitored by investors as the company navigates the challenges highlighted in its recent trading statement. The new guidance and the analysts’ revised forecasts will likely influence investor sentiment in the near term.

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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