Upcoming Dividend • May 08
Upcoming dividend of CHF5.20 per share Eligible shareholders must have bought the stock before 15 May 2026. Payment date: 19 May 2026. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (2.8%). Live News • May 05
Burkhalter Enters Energy and Water Sector With Acquisition of Anplaq Burkhalter Holding AG has acquired Progressio Holding GmbH and its subsidiary anplaq ag, moving into Switzerland’s energy and water infrastructure sector.
The deal is partly financed with newly issued Burkhalter shares, with most of these subject to a two-year lock-up period.
Anplaq ag will keep its brand and workforce, while contributing expertise in pipeline and plant systems for district heating, drinking water and wastewater projects.
For you as an investor, the key angle is that Burkhalter is adding a new business area alongside its existing activities by bringing in anplaq’s capabilities in energy and water infrastructure. Keeping the anplaq brand and team in place suggests Burkhalter is trying to retain technical know-how and existing customer relationships rather than fully absorbing the business on day one.
The partial share-based financing and two-year lock-up mean Progressio’s sellers will hold Burkhalter stock for a defined period, aligning their interests with the broader shareholder base over the medium term. It also limits immediate cash outflow for Burkhalter, which can matter for balance sheet flexibility. You may want to watch how the company reports on integration progress, order intake in energy and water projects, and any commentary on margins or capital needs linked to this new area. Announcement • Apr 17
Burkhalter Holding AG, Annual General Meeting, May 12, 2026 Burkhalter Holding AG, Annual General Meeting, May 12, 2026, at 11:00 W. Europe Standard Time. Declared Dividend • Apr 15
Dividend increased to CHF5.20 Dividend of CHF5.20 is 7.2% higher than last year. Ex-date: 15th May 2026 Payment date: 19th May 2026 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 14
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: CHF5.78 (up from CHF5.39 in FY 2024). Revenue: CHF1.21b (up 4.7% from FY 2024). Net income: CHF61.3m (up 7.3% from FY 2024). Profit margin: 5.1% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 14
Burkhalter Holding AG announces Annual dividend, payable on May 19, 2026 Burkhalter Holding AG announced Annual dividend of CHF 2.6000 per share payable on May 19, 2026, ex-date on May 15, 2026 and record date on May 18, 2026. Price Target Changed • Apr 12
Price target increased by 8.6% to CHF139 Up from CHF128, the current price target is an average from 3 analysts. New target price is 18% below last closing price of CHF169. Stock is up 57% over the past year. The company is forecast to post earnings per share of CHF5.64 for next year compared to CHF5.39 last year. Announcement • Jan 31
Burkhalter Holding AG (SWX:BRKN) acquired Elektro Gasser AG. Burkhalter Holding AG (SWX:BRKN) acquired Elektro Gasser AG on January 29, 2026. On completion, A branch office of TZ Stromag will be founded at the current location of Elektro Gasser AG under the name Gasser Elektro ICT. Elektro Gasser AG will also continue to operate as an independent company until further notice. All seven employees will be retained.
Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Elektro Gasser AG on January 29, 2026. Buy Or Sell Opportunity • Jan 15
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at CHF138. The fair value is estimated to be CHF115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years. Buy Or Sell Opportunity • Dec 30
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.2% to CHF140. The fair value is estimated to be CHF116, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years. Price Target Changed • Dec 18
Price target increased by 7.8% to CHF129 Up from CHF120, the current price target is an average from 3 analysts. New target price is 6.7% below last closing price of CHF139. Stock is up 55% over the past year. The company is forecast to post earnings per share of CHF5.64 for next year compared to CHF5.39 last year. Buy Or Sell Opportunity • Dec 12
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 1.9% to CHF139. The fair value is estimated to be CHF115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 18% in the next 2 years. Reported Earnings • Sep 03
First half 2025 earnings released: EPS: CHF2.26 (vs CHF2.19 in 1H 2024) First half 2025 results: EPS: CHF2.26 (up from CHF2.19 in 1H 2024). Revenue: CHF559.0m (up 6.1% from 1H 2024). Net income: CHF24.0m (up 2.9% from 1H 2024). Profit margin: 4.3% (down from 4.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • May 16
Price target increased by 12% to CHF110 Up from CHF98.00, the current price target is provided by 1 analyst. New target price is 12% below last closing price of CHF125. Stock is up 32% over the past year. The company is forecast to post earnings per share of CHF5.71 for next year compared to CHF5.39 last year. Announcement • May 15
Burkhalter Holding Ag Approves Dividend, Payable on 19 May 2025 Burkhalter Holding AG at its AGM held on May 13, 2025 approved the distribution of a dividend of CHF 4.85 gross per share. The payment is scheduled for 19 May 2025. Upcoming Dividend • May 08
Upcoming dividend of CHF4.85 per share Eligible shareholders must have bought the stock before 15 May 2025. Payment date: 19 May 2025. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (3.7%). Announcement • Apr 18
Burkhalter Holding AG, Annual General Meeting, May 15, 2025 Burkhalter Holding AG, Annual General Meeting, May 15, 2025, at 11:00 W. Europe Standard Time. Declared Dividend • Apr 17
Dividend increased to CHF4.85 Dividend of CHF4.85 is 9.0% higher than last year. Ex-date: 15th May 2025 Payment date: 19th May 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 15
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: CHF5.39 (up from CHF4.95 in FY 2023). Revenue: CHF1.16b (flat on FY 2023). Net income: CHF57.2m (up 10% from FY 2023). Profit margin: 4.9% (up from 4.5% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year. New Risk • Mar 26
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Buy Or Sell Opportunity • Feb 12
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to CHF99.00. The fair value is estimated to be CHF82.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 4.8% in 2 years. Earnings are forecast to grow by 9.1% in the next 2 years. Buy Or Sell Opportunity • Jul 01
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.8% to CHF90.50. The fair value is estimated to be CHF116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Buy Or Sell Opportunity • Jun 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.3% to CHF90.60. The fair value is estimated to be CHF115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Buy Or Sell Opportunity • Jun 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.6% to CHF92.00. The fair value is estimated to be CHF115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Upcoming Dividend • May 09
Upcoming dividend of CHF4.45 per share Eligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio and cash payout ratio are on the higher end at 90% and 82% respectively. Trailing yield: 4.5%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (3.8%). Declared Dividend • Apr 10
Dividend increased to CHF4.45 Dividend of CHF4.45 is 4.7% higher than last year. Ex-date: 16th May 2024 Payment date: 21st May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (89.8% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 9.9% over the next 2 years, which should maintain adequate earnings cover for the dividend. Reported Earnings • Apr 09
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: CHF4.95 (up from CHF4.73 in FY 2022). Revenue: CHF1.17b (up 54% from FY 2022). Net income: CHF51.9m (up 35% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. New Risk • Feb 16
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (118% cash payout ratio). Shareholders have been diluted in the past year (2.5% increase in shares outstanding). Buy Or Sell Opportunity • Feb 09
Now 20% undervalued Over the last 90 days, the stock has risen 2.9% to CHF88.40. The fair value is estimated to be CHF111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10.0% in 2 years. Earnings are forecast to grow by 16% in the next 2 years. Announcement • Sep 13
Burkhalter Holding AG to Report Fiscal Year 2023 Results on Apr 08, 2024 Burkhalter Holding AG announced that they will report fiscal year 2023 results on Apr 08, 2024 Announcement • Aug 29
Burkhalter Holding AG to Report First Half, 2023 Results on Sep 04, 2023 Burkhalter Holding AG announced that they will report first half, 2023 results on Sep 04, 2023 Announcement • Jul 08
Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Riggenbach Ag, Luftungs- Und Klimatechnik. Burkhalter Holding AG (SWX:BRKN) signed a purchase agreement to acquire Riggenbach Ag, Luftungs- Und Klimatechnik on June 29, 2023. The purchase price is to be settled in cash and by way of the buyer’s registered shares from the recently created capital band. Burkhalter will acquire Riggenbach's branches in Brugg and Solothurn. All employees will be kept on and the Riggenbach's name will remain the same. Riggenbach employs around 160 people. The sellers of Riggenbach AG, Lüftungs- und Klimatechnik, have agreed not to sell two thirds of the Burkhalter registered shares received from the sale for a period of two years. In 2022, Riggenbach generates revenue around CHF 40 million. The transaction is expected to closed in July 2023. Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Riggenbach Ag, Luftungs- Und Klimatechnik on June 29, 2023. As part of its acquisition of all shares in Riggenbach AG, Lüftungs- und Klimatechnik, the Burkhalter Grouppledged to pay a portion of the purchase price in listed Burkhalter Holding Ltd registered shares. To this end,148,774 registered shares are to be generated from the capital band. Announcement • Jun 30
Burkhalter Holding AG (SWX:BRKN) signed a purchase agreement to acquire Riggenbach Ag, Luftungs- Und Klimatechnik. Burkhalter Holding AG (SWX:BRKN) signed a purchase agreement to acquire Riggenbach Ag, Luftungs- Und Klimatechnik on June 29, 2023. The purchase price is to be settled in cash and by way of the buyer’s registered shares from the recently created capital band. Burkhalter will acquire Riggenbach's branches in Brugg and Solothurn. All employees will be kept on and the Riggenbach's name will remain the same. Riggenbach employs around 160 people. The sellers of Riggenbach AG, Lüftungs- und Klimatechnik, have agreed not to sell two thirds of the Burkhalter registered shares received from the sale for a period of two years. In 2022, Riggenbach generates revenue around CHF 40 million. The transaction is expected to closed in July 2023. Upcoming Dividend • May 12
Upcoming dividend of CHF4.25 per share at 4.3% yield Eligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 May 2023. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (3.7%). Reported Earnings • Apr 09
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: CHF4.73 (up from CHF3.99 in FY 2021). Revenue: CHF757.6m (up 38% from FY 2021). Net income: CHF38.5m (up 61% from FY 2021). Profit margin: 5.1% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Price Target Changed • Apr 05
Price target increased by 8.4% to CHF84.00 Up from CHF77.50, the current price target is provided by 1 analyst. New target price is 6.6% below last closing price of CHF89.90. Stock is up 23% over the past year. The company is forecast to post earnings per share of CHF4.45 for next year compared to CHF3.99 last year. Announcement • Jan 14
Burkhalter Holding AG (SWX:BRKN) acquired Strässle Installationen AG. Burkhalter Holding AG (SWX:BRKN) acquired Strässle Installationen AG on January 12, 2023. The purchase price is to be settled in cash and by way of the Burkhalter Holding AG registered shares from authorized capital. Andreas Schmidt, the current managing director, will remain in his post at the company, which will continue to operate under its existing name. All employees will be retained. For the financial year ended on December 31, 2022 generated annual sales of around CHF 10 million. Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Strässle Installationen AG on January 12, 2023. Announcement • Jan 12
Burkhalter Holding AG (SWX:BRKN)agreed to acquire LKE Haustechnik AG Burkhalter Holding AG (SWX:BRKN)agreed to acquire LKE Haustechnik AG on January 10, 2023. The consideration will be paid in cash and by way of the buyer's registered shares from authorized capital. Around 42,000 registered shares are to be generated from authorised capital, disregarding the subscription rights of the shareholders. The selling party has agreed not to sell the Burkhalter registered shares received from the sale for a period of two years (lock-up agreement). As a result, the registered shares are subject to a prohibition on disposal. The 23 employees of LKE Haustechnik AG will be retained; the management and company name will remain unchanged. LKE Haustechnik AG generates annual sales of around CHF 7.5 million Announcement • Nov 22
Burkhalter Holding AG to Report Fiscal Year 2022 Results on Apr 03, 2023 Burkhalter Holding AG announced that they will report fiscal year 2022 results on Apr 03, 2023 Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. MD & Director Diego Bruesch was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 25
Burkhalter Holding AG (SWX:BRKN) acquired Imwinkelried Luftung Und Klima Ag. Burkhalter Holding AG (SWX:BRKN) acquired Imwinkelried Luftung Und Klima Ag on October 24, 2022. The purchase price is to be settled in cash and by way of the Burkhalter registered shares from authorized capital. Imwinkelried Lüftung und Klima Ltd generates an annual turnover of around CHF 21.5 million. As is custom whenever the Burkhalter Group acquires a new company, it will take on all employees. The leadership of both companies will remain unchanged, whilst they will also continue to trade under their existing names.
Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Imwinkelried Luftung Und Klima Ag on October 24, 2022. Announcement • Oct 05
Burkhalter Holding AG (SWX:BRKN) acquired Pauli-Elektro AG. Burkhalter Holding AG (SWX:BRKN) acquired Pauli-Elektro AG on October 4, 2022. Heinz Lüdi, will continue to assume his role as the Managing Director and all the employees will be retained. Pauli-Elektro has annual sales of CHF 4 million.Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Pauli-Elektro AG on October 4, 2022. Announcement • Sep 19
Burkhalter Holding AG, Annual General Meeting, May 16, 2023 Burkhalter Holding AG, Annual General Meeting, May 16, 2023, at 11:00 Central European Standard Time. Location: Zurich Convention Center Gotthardstrasse 5 8002 Zurich Switzerland Reported Earnings • Sep 07
First half 2022 earnings released: EPS: CHF1.80 (vs CHF1.48 in 1H 2021) First half 2022 results: EPS: CHF1.80 (up from CHF1.48 in 1H 2021). Revenue: CHF247.6m (flat on 1H 2021). Net income: CHF10.8m (up 21% from 1H 2021). Profit margin: 4.4% (up from 3.6% in 1H 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Sep 07
Burkhalter Holding Ltd Announces Establishing Audit Committee Burkhalter Holding Ltd. announced that Given the increase in the size of the company, the Board of Directors of the company decided to establish an Audit Committee, consisting of the three members Marco Syfrig (Chairman), Nina Remmers and Diego Br-esch, with immediate effect at its meeting on 2 September 2022. Major Estimate Revision • Sep 05
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CHF849.0m to CHF751.0m. EPS estimate unchanged from CHF4.12 per share at last update. Construction industry in Switzerland expected to see average net income growth of 18% next year. Consensus price target of CHF77.50 unchanged from last update. Share price fell 2.1% to CHF82.00 over the past week. Major Estimate Revision • Aug 30
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CHF849.0m to CHF751.0m. EPS estimate unchanged from CHF4.20 per share at last update. Construction industry in Switzerland expected to see average net income growth of 21% next year. Consensus price target of CHF77.50 unchanged from last update. Share price rose 3.2% to CHF83.80 over the past week. Buying Opportunity • Aug 18
Now 20% undervalued Over the last 90 days, the stock is up 6.4%. The fair value is estimated to be CHF104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.6%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 18% per annum over the same time period. Announcement • Jun 01
Burkhalter Holding Ltd Approves Dividend, Payable on 7 June 2022 The shareholders of Burkhalter Holding Ltd. adopted all the motions proposed by the Board of Directors and approved a dividend of CHF 3.80 per share gross. The payment is scheduled for 7 June 2022. Upcoming Dividend • May 26
Upcoming dividend of CHF3.80 per share Eligible shareholders must have bought the stock before 02 June 2022. Payment date: 07 June 2022. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 4.8%. Within top quartile of Swiss dividend payers (3.9%). Higher than average of industry peers (3.6%). Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Nina Remmers was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Major Estimate Revision • Apr 07
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF551.2m to CHF940.0m. EPS estimate fell from CHF4.55 to CHF4.20. Net income forecast to grow 80% next year vs 16% growth forecast for Construction industry in Switzerland. Consensus price target up from CHF77.00 to CHF80.00. Share price was steady at CHF72.60 over the past week. Reported Earnings • Apr 02
Full year 2021 earnings: EPS exceeds analyst expectations Full year 2021 results: EPS: CHF3.99 (up from CHF2.43 in FY 2020). Revenue: CHF554.6m (up 10% from FY 2020). Net income: CHF23.9m (up 64% from FY 2020). Profit margin: 4.3% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Over the next year, revenue is forecast to stay flat compared to a 15% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat. Announcement • Apr 01
Burkhalter Holding Ltd Proposes Dividend for the Full Year 2021 The Board of Directors of Burkhalter Holding AG planned to ask the Shareholders' Meeting taking place on 31 May 2022 to approve a dividend of CHF 3.80 gross (previous year CHF 2.40, 2019 CHF 3.70) per share. Reported Earnings • Sep 10
First half 2021 earnings released: EPS CHF1.48 (vs CHF0.27 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CHF247.9m (up 5.9% from 1H 2020). Net income: CHF8.90m (up 444% from 1H 2020). Profit margin: 3.6% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Announcement • Sep 08
Burkhalter Holding AG Reaffirms Earnings Guidance for the Year 2021 Burkhalter Holding AG reaffirmed earnings guidance for the year 2021. As announced previously, the Management Board still believes that earnings per share on a par with those of the 2019 financial year, namely around CHF 3.72 (pre-coronavirus), can be achieved in the 2021 financial year. However, this presupposes that the negative effects resulting from COVID-19 do not intensify once more. Announcement • Jul 03
Burkhalter Holding AG (SWX:BRKN) acquired Merinat SA from family. Burkhalter Holding AG (SWX:BRKN) acquired Merinat SA from family on July 1, 2021. Mérinat SA will retain its current management and continue its activities as an independent company within the Burkhalter Group. For the year ended December 31, 2020, Merinat SA reported sales of CHF 12 million.
Burkhalter Holding AG (SWX:BRKN) completed the acquisition of Merinat SA from family on July 1, 2021. Announcement • May 26
Burkhalter Holding AG Approves Dividend for the Year 2020, Payable on May 31, 2021 Burkhalter Holding AG announced that at its AGM, shareholders approved the distribution of a dividend of CHF 2.40 per share gross, which is set to be paid out on 31 May 2021. Upcoming Dividend • May 20
Upcoming dividend of CHF2.40 per share Eligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (2.8%). Reported Earnings • Apr 14
Full year 2020 earnings released: EPS CHF2.43 (vs CHF3.72 in FY 2019) The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CHF509.2m (flat on FY 2019). Net income: CHF14.6m (down 35% from FY 2019). Profit margin: 2.9% (down from 4.4% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 09
New 90-day high: CHF72.40 The company is up 11% from its price of CHF65.50 on 09 December 2020. The Swiss market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF234 per share. Is New 90 Day High Low • Feb 03
New 90-day high: CHF71.70 The company is up 16% from its price of CHF61.90 on 05 November 2020. The Swiss market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF38.02 per share. Is New 90 Day High Low • Dec 29
New 90-day high: CHF67.90 The company is up 7.0% from its price of CHF63.20 on 30 September 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Construction industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF35.09 per share.