Orora Loses Bull as Industry Headwinds Suggest Further Risks -- Market Talk

Dow Jones

02/13

2208 GMT - Jefferies downgrades drinks packaging group Orora to hold, from buy, despite an inline 1H result that was better than feared given ongoing weak alcohol end markets. Analyst Ramoun Lazar cuts EPS forecasts over FY 2027-2028 to reflect a flatter volume recovery in Saverglass, which is Orora's premium glass business. Jefferies also factors in a higher AUD/EUR currency rate. "We see little scope for positive earnings surprise and while Orora has managed costs well to date broader industry headwinds suggest ongoing risk of downgrades," Jefferies says. "We prefer industrials with clearer earnings inflection and upside." Jefferies lowers its price target by 6.4% to A$2.34/share. Orora ended Thursday at A$2.21. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

February 12, 2026 17:09 ET (22:09 GMT)

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Analyst Ramoun Lazar cuts EPS forecasts over FY 2027-2028 to reflect a flatter volume recovery in Saverglass, which is Orora's premium glass business. Jefferies also factors in a higher AUD/EUR currency rate. \"We see little scope for positive earnings surprise and while Orora has managed costs well to date broader industry headwinds suggest ongoing risk of downgrades,\" Jefferies says. \"We prefer industrials with clearer earnings inflection and upside.\" Jefferies lowers its price target by 6.4% to A$2.34/share. Orora ended Thursday at A$2.21. 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Analyst Ramoun Lazar cuts EPS forecasts over FY 2027-2028 to reflect a flatter volume recovery in Saverglass, which is Orora's premium glass business. Jefferies also factors in a higher AUD/EUR currency rate. \"We see little scope for positive earnings surprise and while Orora has managed costs well to date broader industry headwinds suggest ongoing risk of downgrades,\" Jefferies says. \"We prefer industrials with clearer earnings inflection and upside.\" Jefferies lowers its price target by 6.4% to A$2.34/share. Orora ended Thursday at A$2.21. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2026 17:09 ET (22:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ORA.AU","symbol_name":"ORORA LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2611905851","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2611905851","pubTimestamp":1770934140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2208 GMT - Jefferies downgrades drinks packaging group Orora to hold, from buy, despite an inline 1H result that was better than feared given ongoing weak alcohol end markets. Analyst Ramoun Lazar cuts EPS forecasts over FY 2027-2028 to reflect a flatter volume recovery in Saverglass, which is Orora's premium glass business. Jefferies also factors in a higher AUD/EUR currency rate. \"We see little scope for positive earnings surprise and while Orora has managed costs well to date broader industry headwinds suggest ongoing risk of downgrades,\" Jefferies says. \"We prefer industrials with clearer earnings inflection and upside.\" Jefferies lowers its price target by 6.4% to A$2.34/share. Orora ended Thursday at A$2.21. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ORA.AU":"ORORA LTD","BK7053":"金属与玻璃容器"},"translate_title":"由于行业逆风暗示进一步风险，奥罗拉失去了牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORA.AU":0.9},"content_text":"2208 GMT - Jefferies downgrades drinks packaging group Orora to hold, from buy, despite an inline 1H result that was better than feared given ongoing weak alcohol end markets. Analyst Ramoun Lazar cuts EPS forecasts over FY 2027-2028 to reflect a flatter volume recovery in Saverglass, which is Orora's premium glass business. Jefferies also factors in a higher AUD/EUR currency rate. \"We see little scope for positive earnings surprise and while Orora has managed costs well to date broader industry headwinds suggest ongoing risk of downgrades,\" Jefferies says. \"We prefer industrials with clearer earnings inflection and upside.\" Jefferies lowers its price target by 6.4% to A$2.34/share. Orora ended Thursday at A$2.21. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2026 17:09 ET (22:09 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}