Jefferies resumes Drax Group stock coverage with buy rating

Published 02/06/2025, 14:44
Jefferies resumes Drax Group stock coverage with buy rating

On Monday, Jefferies analysts resumed coverage on Drax Group (LON:DRX) Plc stock, assigning a Buy rating and setting a price target of £7.50. The analysts’ optimism aligns with InvestingPro data showing Drax trading at an attractive P/E ratio of 4.8x and maintaining excellent financial health. Their refreshed model projects EBITDA and EPS estimates for fiscal years 2025 to 2027 to be 2% and 5% higher than Visible Alpha’s estimates.

The analysts cited several factors contributing to their positive outlook on Drax Group. They highlighted the company’s high visibility on earnings for fiscal years 2025 and 2026, thanks to its merchant power price exposure being largely hedged. This hedging strategy is seen as a buffer against the ongoing market uncertainties.

Further supporting their bullish stance, the analysts pointed to potential upside from additional share buybacks. They also noted Drax’s relatively low exposure to zonal pricing risk in the UK as a favorable factor for the company.

Jefferies’ decision to resume coverage with a Buy rating reflects their confidence in Drax Group’s ability to navigate the current market environment effectively. The analysts’ price target of £7.50 suggests potential growth for the company’s stock, backed by strategic financial planning and market positioning.

Drax Group Plc, listed on the London Stock Exchange (LON:LSEG) under the ticker DRX:LN and on the OTC market as DRXGY, remains under close watch by investors and analysts alike following Jefferies’ renewed coverage and optimistic projections.

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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