Ankündigung • Aug 21
Snp Se Announces Appointment of Neeraj Athalye to Managing Director, India, Effective August 19, 2026 SNP SE announced the appointment of Neeraj Athalye as Managing Director, India, effective August 19, 2026. Based in Mumbai, Athalye was responsible for leading SNP's expansion helping customers build the data foundations for business AI using SNP's Kyano platform and Bluefield approach. Athalye brought with him more than 30 years of experience across enterprise software, SAP, cloud technologies and business leadership, having held senior positions at SAP, MatrixOne (Dassault Systèmes), Honda, John Deere, SUSE and, most recently, Icertis. His track record in building partner ecosystems, scaling high-growth businesses, and driving customer-centric innovation positioned him perfectly to lead SNP's next phase of expansion in India. Buy Or Sell Opportunity • Aug 20
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at €82.80. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 67%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to decline by 13% in the next 2 years. Ankündigung • Aug 01
SNP Schneider-Neureither & Partner SE Provides Earnings Guidance for the Year 2026 SNP Schneider-Neureither & Partner SE provided earnings guidance for the year 2026. Full year revenue is projected to grow by a mid- to high-single-digit percentage range, while operating profit (EBIT) is expected to increase by a low-double-digit percentage range. SNP also continues to expect a book-to-bill ratio (order entry/revenue) for the full year of greater than one. New Risk • Jul 31
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Reported Earnings • Jul 31
Second quarter 2026 earnings released: EPS: €1.51 (vs €0.53 in 2Q 2025) Second quarter 2026 results: EPS: €1.51 (up from €0.53 in 2Q 2025). Revenue: €82.8m (up 14% from 2Q 2025). Net income: €11.0m (up 186% from 2Q 2025). Profit margin: 13% (up from 5.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Europe. Ankündigung • Jul 09
Snp Se Unveils Kyano Lorna Agentic Ai Layer for SAP Data Transformation SNP SE unveiled a major innovation for its Kyano platform at its flagship event, Transformation World, held at the SNP dome in Heidelberg: the new agentic AI layer Kyano Lorna. The powerful AI solution accelerates secure SAP transformations, supporting customers and partners throughout complex projects, leveraging SNP’s decades of experience and best practices so that data migration projects can be compressed significantly. In a typical SAP migration project, the actual data transformation run accounts for only a fraction of the overall project while requiring the highest levels of precision and auditability. SNP's proven Kyano CrystalBridge solution already automates the core data migration to a high degree. The greatest opportunity to further accelerate project execution lies in the activities required around the core of the data migration itself. This is where Kyano Lorna comes in. The AI solution reduces manual effort, speeds up decision-making, and provides project-specific recommendations and insights in real time. Users intuitively interact with Kyano Lorna using natural language to tap into over 30 years of SNP’s practical data migration and transformation expertise. When connected to SAP systems, Kyano Lorna configures, runs, and interacts with SNP’s transformation solutions to expedite project preparation and execution, assisting users e.g. with closed-loop troubleshooting during test migrations. Available 24/7 and able to communicate in any language, the agentic AI layer brings proven transformation expertise into every project. With Kyano Lorna, SAP migrations remain fully auditable and can be delivered faster, more efficiently, and with reduced risk. Unlike AI chatbots, Kyano Lorna is embedded directly within an active transformation project. The solution combines a database populated with the unique knowledge from thousands of successful projects with the ability to reach into customers’ SAP landscapes to fully support project teams. The agentic AI solution scans system data, identifies potential risks early, generates transformation rules, accelerates root cause analysis, and supports active issue resolution and data verification. Following its introduction at Transformation World, SNP will roll out Kyano Lorna in phases. Customers and partners will gradually gain access to new AI-powered capabilities designed to further accelerate and simplify secure and auditable SAP transformations. Reported Earnings • May 11
First quarter 2026 earnings released: EPS: €1.42 (vs €0.67 in 1Q 2025) First quarter 2026 results: EPS: €1.42 (up from €0.67 in 1Q 2025). Revenue: €81.0m (up 22% from 1Q 2025). Net income: €10.4m (up 112% from 1Q 2025). Profit margin: 13% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the IT industry in Europe. Ankündigung • May 08
SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026 SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026, at 10:00 W. Europe Standard Time. Ankündigung • Feb 03
SNP SE Announces Executive Appointments SNP SE has appointed Kuldeep Solanki as Managing Director for Southeast Asia. In his role, he will be responsible for driving growth and market maturity across the region, with oversight of go-to-market strategy, sales execution, partner alliances, and marketing. He will also be accountable for customer and partner success, ensuring consistent delivery and long-term value creation. Kuldeep brings more than 23 years of international experience in enterprise software, cloud solutions, and partner ecosystems. Based in Singapore, he has a proven track record of building high-performance teams, scaling go-to-market operations, and developing strategic alliances across Southeast Asia. SNP SE has also appointed Harold Zhang as Managing Director for China, effective February 2, 2026. He assumes leadership of SNP's China business and will focus on accelerating growth and profitability while advancing SNP's strategic ambition to be the data management partner of choice for SAP-led transformation programs. He will work closely with regional leadership to align local execution with broader Asia-Pacific priorities. Based in Shanghai, Harold brings over two decades of leadership experience spanning digital management, cloud transformation, and enterprise sales across China's public and private sectors. Prior to joining SNP, he held senior leadership roles at Tencent, Kingdee, and SAP, where he drove large-scale business transformation, profitability, and customer success. Ankündigung • Jul 03
SNP Schneider-Neureither & Partner SE Announces Board Changes SNP Schneider-Neureither & Partner SE at its Annual General Meeting held on June 30, 2025 announced that Michael Wand, Head of Europe Private Equity at Carlyle, and Willi Westenberger, Managing Director at Carlyle, were newly elected to the Supervisory Board. The previous Chairman of the Supervisory Board, Karl Benedikt Biesinger, and the previous Deputy Chairman of the Supervisory Board, Thorsten Grenz, resigned their mandates at the end of the Annual General Meeting. The company also announced that Willi Westenberger was elected as Chairman of the Supervisory Board and Michael Wand as Deputy Chairman. Ankündigung • May 23
SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025 SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time. Ankündigung • Apr 11
Carlyle Beratungs GmbH completed the acquisition of SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others. Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million on December 23, 2024. As part of investment agreement, Carlyle entered into share purchase agreement with Wolfgang Marguerre for acquisition of 65.19% stake in SNP Schneider. Carlyle also secures irrevocable undertakings from additional shareholders, representing in aggregate 11.06 % of the total share capital of SNP. A combined 76.25 % of the total share capital of SNP have been secured by Carlyle already. Completion of the Offer will be subject to customary antitrust and foreign investment control approvals. Following completion of the Offer, Carlyle intends to delist SNP Schneider-Neureither. The CEO of SNP, Jens Amail, and the Chairman of the Supervisory Board, Karl Benedikt Biesinger, welcome and strongly support the Offer. The Management Board of SNP intends, subject to review of the published offer document and its fiduciary duties, to support the Offer and believes that the transaction is in the best interest of the Company, its shareholders, employees, customers, partners and other stakeholders. As on January 31, 2025, The offer period for SNP shareholders begins today and ends on March 7, 2025. As February 10, 2025, SNP’s Executive Board and Supervisory Board consider the offer price of €61.00 per share to be fair and appropriate. This assessment is corroborated by the fairness opinion provided by the external financial adviser M.M.Warburg & CO.
Benjamin Leyendecker, Florian Sippel of Kirkland & Ellis, Germany acted as legal advisor for Carlyle Beratungs GmbH. Matthias Burckhardt, Jörgen Tielmann, Björn Simon, Helmut Janssen, Sven C. Stumm M.Jur of Luther Rechtsanwaltsgesellschaft mbH acted as legal advisor for SNP Schneider-Neureither & Partner SE. ParkView Partners GmbH acted as financial advisor to Wolfgang Marguerre.
Carlyle Beratungs GmbH completed the acquisition of SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others on April 10, 2025. Carlyle will aim to support SNP’s continued growth journey together with management to drive further international expansion, optimize its product strategy, and explore inorganic growth opportunities. Equity for the investment was provided by Carlyle Europe Partners V (CEP V), a €6.4bn fund investing in European opportunities across a range of sectors and industries. Reported Earnings • Mar 31
Full year 2024 earnings released: EPS: €2.78 (vs €0.81 in FY 2023) Full year 2024 results: EPS: €2.78 (up from €0.81 in FY 2023). Revenue: €254.8m (up 25% from FY 2023). Net income: €20.2m (up 245% from FY 2023). Profit margin: 7.9% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Europe. 
