Polynovo Ltd

PNV: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Polynovo: CEO Departure Unlikely to Disrupt Underlying Business

Shane Ponraj

Mar 11, 2025

No-moat Polynovo’s CEO has stepped down following reports of certain interactions between the chairman, David Williams, and management, which has not instilled market confidence. We do not foresee significant changes in strategy or risk in the business transitioning to a new CEO. We leave our estimates unchanged, including our forecast five-year revenue compound annual growth rate of 16%. Shares are currently trading close to our unchanged fair value estimate of AUD 1.15 per share.

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Polynovo Ltd

Polynovo: CEO Departure Unlikely to Disrupt Underlying Business

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