Rémy Cointreau shares have been given a Neutral rating by UBS, with a target price of €65. The company's first-half results for 2024-25 showed an EBIT that exceeded consensus estimates by 10%. However, the outlook for FY25 suggests a potential downgrade of EBIT consensus by 8% to 17%. Analysts noted that the share price reaction was influenced by optimistic remarks regarding recovery from sequential depletion.

For the fiscal year 2024-25, Rémy Cointreau projects an organic sales decline of 15% to 18% and an operating margin on ordinary activities expected to range between 21% and 22%. The company has reaffirmed its long-term financial targets for 2029-30, aiming for a Gross Margin of 72% and a Current Operating Margin of 33%, based on 2019-20 exchange rates and consolidation scope.

Overall, while the company's first-half results exceeded expectations, the outlook for FY25 suggests a potential downgrade in EBIT consensus. However, analysts have noted that the share price reaction was influenced by optimistic remarks regarding recovery. Rémy Cointreau remains focused on its long-term financial targets for 2029-30.