Deutsche Bank cuts STG stock price target to DKK90

Published 21/05/2025, 09:22
Deutsche Bank cuts STG stock price target to DKK90

On Wednesday, Deutsche Bank (ETR:DBKGn) analyst Damian McNeela adjusted the price target for Scandinavian Tobacco Group A/S (STG:DC) to DKK90, down from the previous DKK103. The firm maintained a Hold rating on the stock. In his report, McNeela noted that the company’s first-quarter reported group revenue saw a modest increase of 1.3% to DKK 2.0 billion, which was below Deutsche Bank’s expectation of a 6.5% increase. This revenue growth was attributed to the addition of Mac Baren and a significant 41% rise in XQS product sales.

However, the company experienced an 8.8% organic decline, which was more severe than the anticipated 1.5% forecasted by Deutsche Bank. The decrease was primarily due to lower consumption of handmade cigars in the United States, the discontinuation of online distribution of ZYN in the US market, and temporary supply chain disruptions caused by the implementation of SAP in European factories.

The adjusted EBITDA for Scandinavian Tobacco Group also fell by 5.3% to DKK 317 million, resulting in a margin of 16.1%. This margin contraction of approximately 110 basis points was influenced by a mix of product and market factors, investment in the turnaround of the European MRC business, and the expansion of nicotine pouches.

Furthermore, the adjusted earnings per share (EPS) for the company decreased by roughly 15% to DKK 1.5. This figure stood in contrast to the consensus estimate from Bloomberg of DKK 2.07 and Deutsche Bank’s own estimate of DKK 2.1. The report by McNeela reflects a cautious view of Scandinavian Tobacco Group’s near-term prospects, as he highlighted various challenges impacting the company’s financial performance.

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