OTP Bank Nyrt

OTP Bank Nyrt.'s fair value estimate has been raised to HUF 44,612.50 from the previous HUF 34,571.31, reflecting improved growth and margin assumptions. The revenue growth assumption was adjusted from 4.85% to about 7.37%, while the net profit margin was revised from roughly 37.23% to about 38.69%. The forward price-to-earnings multiple used in the valuation increased from 10.69 times to about 11.69 times, and the discount rate was reduced slightly from 13.76% to about 13.30%. The revision aligns with broader analyst recalibrations in the regional banking sector, where factors such as loan activity, credit quality, and cost control are being reassessed.