Viva Energy (ASX:VEA): Valuation Insights Following Third-Quarter Convenience Revenue and Refining Setbacks

Simply Wall St.10-30

Viva Energy Group (ASX:VEA) caught investors’ attention this week after reporting a significant decline in third-quarter convenience revenues. The decline has been linked to falling tobacco sales, new...

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The decline has been linked to falling tobacco sales, new...</p>\n\n<a href=\"https://simplywall.st/stocks/au/energy/asx-vea/viva-energy-group-shares/news/viva-energy-asxvea-valuation-insights-following-third-quarte\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Viva Energy (ASX:VEA): Valuation Insights Following Third-Quarter Convenience Revenue and Refining Setbacks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nViva Energy (ASX:VEA): Valuation Insights Following Third-Quarter Convenience Revenue and Refining Setbacks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-30 22:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/energy/asx-vea/viva-energy-group-shares/news/viva-energy-asxvea-valuation-insights-following-third-quarte><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Viva Energy Group (ASX:VEA) caught investors’ attention this week after reporting a significant decline in third-quarter convenience revenues. The decline has been linked to falling tobacco sales, new...</p>\n\n<a href=\"https://simplywall.st/stocks/au/energy/asx-vea/viva-energy-group-shares/news/viva-energy-asxvea-valuation-insights-following-third-quarte\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VEA.AU","symbol_name":"VIVA ENERGY GROUP LTD","start_time":0,"source_url":"https://simplywall.st/stocks/au/energy/asx-vea/viva-energy-group-shares/news/viva-energy-asxvea-valuation-insights-following-third-quarte","article_id":"2579179942","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/1033000-choice1-main-header/1585186680256"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/energy/asx-vea/viva-energy-group-shares/news/viva-energy-asxvea-valuation-insights-following-third-quarte","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2579179942","pubTimestamp":1761835199,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Viva Energy Group (ASX:VEA) caught investors’ attention this week after reporting a significant decline in third-quarter convenience revenues. The decline has been linked to falling tobacco sales, new packaging regulations, and higher store-level wage costs.\nSee our latest analysis for Viva Energy Group.\nViva Energy Group's challenging quarter, marked by lower convenience revenues and a drop in refining intake, has weighed on its momentum with the share price sliding over 14% in the past...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"VEA.AU":"VIVA ENERGY GROUP LTD","VEA":"EAFE指数ETF-Vanguard MSCI"},"translate_title":"Viva Energy(ASX：VEA)：第三季度便利收入和炼油挫折后的估值见解","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VEA":1.5,"VEA.AU":1.5},"content_text":"Viva Energy Group (ASX:VEA) caught investors’ attention this week after reporting a significant decline in third-quarter convenience revenues. The decline has been linked to falling tobacco sales, new packaging regulations, and higher store-level wage costs. See our latest analysis for Viva Energy Group. Viva Energy Group's challenging quarter, marked by lower convenience revenues and a drop in refining intake, has weighed on its momentum with the share price sliding over 14% in the past three months and posting a disappointing year-to-date share price return of -32.65%. While its five-year total shareholder return stands at a positive 28.92%, the one-year total shareholder return has fallen sharply by nearly 29%. This underscores that near-term sentiment has shifted and investors are recalibrating expectations in light of recent headwinds. If this shift in sentiment has you wondering what else is out there, now’s a perfect time to broaden your search and discover fast growing stocks with high insider ownership This recent string of setbacks leaves investors questioning whether Viva Energy is trading below its true value or if recent challenges have already been priced into the shares, leaving little room for upside. AdvertisementMost Popular Narrative: 29.7% Undervalued With the most popular narrative setting fair value at A$2.57 per share, Viva Energy's last close of A$1.81 stands out as a substantial discount, implying a significant potential upside if the narrative's projections hold up. The narrative centers on operational upgrades and retail conversions as major value drivers in the coming years, foregrounding several specific catalysts for future growth.  \"The ramp-up in retail network conversions to OTR branded stores, with demonstrated increases in sales and higher-margin non-fuel offerings, is expected to materially lift revenue and improve overall net margins as consumer demand for convenience retail and fast food continues to rise with ongoing Australian urbanization and busy lifestyles.\"  Read the complete narrative. What is the full logic behind this bold fair value? There are critical profit margin moves and ambitious growth assumptions working in the background. Can Viva Energy deliver earnings that match the narrative? The only way to unravel the story is to see all the numbers and scenarios that anchor this valuation. Result: Fair Value of $2.57 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, policy shifts toward decarbonization and weaker-than-expected retail transition could quickly challenge the bullish assumptions that support Viva Energy's fair value outlook. Find out about the key risks to this Viva Energy Group narrative.  Build Your Own Viva Energy Group Narrative If you see the numbers differently or want to draw your own conclusions, you can build a custom narrative and test your insights in just a few minutes. Do it your way A great starting point for your Viva Energy Group research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for More Investment Ideas? Shake up your investing strategy and move ahead of the market. Opportunities are everywhere when you use the Simply Wall Street Screener’s advanced tools.  Secure steady portfolio income with top yields by checking out these 21 dividend stocks with yields > 3% with payout track records and attractive dividend growth. Position yourself early in fast-evolving tech by targeting these 26 AI penny stocks that may benefit most from advances in artificial intelligence and automation. Accelerate your search for overlooked gems and undervalued shares by browsing these 848 undervalued stocks based on cash flows to spot stocks primed for a potential rebound.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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