Wide Mote Deigi GBX 2,590 Maintain a fair value DGE After the company reported the results of the first half of FY2025, the revenue increased earlier than the estimation. However, EPS did not reach the model due to lower profitability than expected and hits from the company’s non -dominant shares in Mohenesee.
Consumers have less trust and headwinds in major markets are uncertain the timing of the recovery of the spirits sector. As a result, the management deleted the middle -term organic revenue growth guidance and predicted further deterioration of the margin in the second half of the 2025 fiscal year. The environment turns. The expectations for FY2025 have been reduced, but the long -term estimate remains the same. The shares decreased by about 2 % after the release, leaving the shares on the four -star territory.
Estimate for Diagio stock prices and diagio fair value
Source: Morningstar Direct.
Dijio had previously broke the tariff
U.S. President Donald Trump imposed a 25 % tariff on Canada and Mexico on February 1, but paused for 30 days on February 3. He also imposed 10 % of tariffs on China. 45 % of US sales are sold from Canada and Mexico, so if tariffs are imposed, it is expected that there will be potential drawbacks in reduced profitability in 2025 fiscal year. However, DIAGEO has a good track record of raising tariffs, and is not expected to have a material long -term hit. In the near future, we will focus on improving cash flow and improving leverage, focusing on fighting headwinds.
In the first half, the organic sales were increased by 1 % by positive prices/mix in all areas, except for the Asia -Pacific region. India’s impressive growth was offset by continuous registration in China and Southeast Asia. I am pleased to see the bright spots in other regions, including the 5 % sales growth rate of Latin America, reflecting the market stabilization. Sales in Europe were supported by Guinness’s outstanding performance.
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