Molten Ventures' fair value estimate has been raised from £6.73 to £7.69 in the latest analyst modelling, driven by refreshed assumptions on revenue growth and portfolio risk. The revenue growth assumption was updated from 7.37% to 9.66%, while the net profit margin was refined from 73.65% to 74.73%. The future price-to-earnings multiple was adjusted from 12.46 times to 7.93 times, and the discount rate moved from 8.35% to 8.42%. Analysts note that the higher central estimate reflects a more detailed view of Molten Ventures' portfolio risk and longer-term growth profile, though they also flag ongoing uncertainty in valuing private and early-stage holdings.
Draper Esprit PLCAnalyst revised fair value estimate upward from £6.73 to £7.69 on improved growth and margin assumptions
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