NV Bekaert SA

ENXTBR:BEKB Lagerbericht

Marktkapitalisierung: €2.0b

NV Bekaert Management

Management Kriterienprüfungen 3/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Yves Kerstens

Geschäftsführender

€1.6m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts52.73%
Amtszeit als Geschäftsführer2.7yrs
Eigentum des Geschäftsführersn/a
Durchschnittliche Amtszeit des Managements2.7yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder6yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 17

BEKB: Dividend Increase And Buyback Will Not Offset Weaker Profit Outlook

Analysts have kept the NV Bekaert price target unchanged at €34.5. The stable fair value reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The annual general meeting on 13 May 2026 approved a gross dividend of €1.95 per share, with an ex-dividend date on 15 May 2026 and payment on 19 May 2026 (Key Developments).
Narrativ-Update Apr 26

BEKB: Dividend Lift And 2025 Buyback Will Not Offset Weak Outlook

Analysts have kept their €34.50 price target for NV Bekaert unchanged, citing updated model inputs around the discount rate, revenue growth, profit margin, and future P/E, which currently balance out to the same fair value estimate. What's in the News Special or extraordinary shareholders meeting scheduled for May 13, 2026 at 10:30 Romance Standard Time.
Narrativ-Update Apr 12

BEKB: Higher Dividend And 2025 Buyback Will Not Reverse Weak Prospects

The analyst price target for NV Bekaert is unchanged at €34.5, with analysts keeping their view steady because updated assumptions for discount rate, revenue growth, profit margin and future P/E remain closely aligned with prior estimates. What's in the News NV Bekaert SA proposed a dividend of €1.95 per share, compared with the prior €1.90 per share level.
Narrativ-Update Mar 28

BEKB: Dividend And Buyback Plans Will Not Prevent Weaker Future Returns

Analysts have kept the NV Bekaert price target steady at €34.50, citing only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What's in the News Proposed dividend per share set at €1.95, compared with the prior €1.90 level, which can matter if you focus on income from holdings (Key Developments).
Narrativ-Update Mar 11

BEKB: Higher Discount Rate And Modest Margins Will Restrain Future Returns

Analysts have lifted their price target on NV Bekaert from €32.00 to €34.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The proposed dividend adjustment from €1.90 to €1.95 per share reflects an updated capital return plan for shareholders (Key Developments).
Narrativ-Update Feb 24

BEKB: Stable Fair Value And Slightly Higher Future P/E Will Support Outlook

Analysts have maintained their price target for NV Bekaert at around €40.67, citing only minor adjustments to their discount rate, revenue growth and profit margin assumptions, along with a slightly higher expected future P/E multiple. Valuation Changes Fair Value: Modelled fair value remains at approximately €40.67, with no change between the previous and updated estimates.
Narrativ-Update Feb 09

BEKB: 2025 Sales Guidance And Updated Assumptions Will Support Steady Outlook

Analysts have lifted their price target for NV Bekaert to €40.67 per share, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the latest available data. What's in the News NV Bekaert issued earnings guidance for fiscal year 2025.
Narrativ-Update Jan 25

BEKB: Index Inclusion And 2025 Sales Guidance Will Support Steady Outlook

Analysts have trimmed their price target for NV Bekaert to around €40.67 from about €41.30, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NV Bekaert issued earnings guidance for fiscal 2025, with expected sales of around €3.7b.
Narrativ-Update Jan 11

BEKB: Index Inclusion And 2025 Guidance Will Support Steady Fairly Valued Outlook

Narrative Update on NV Bekaert Analysts have kept their fair value target for NV Bekaert steady at €41.30, with only marginal tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E. This reflects a largely unchanged view of the company’s valuation drivers.
Narrativ-Update Dec 26

BEKB: Index Addition And 2025 Guidance Will Support Steady Future Performance

Analysts have made a marginal upward revision to their price target for NV Bekaert, now set at €41.30. This reflects slightly lower discount rate assumptions and a largely unchanged view on the company’s long term growth, profitability, and valuation multiples.
Analyseartikel Dec 17

Market Still Lacking Some Conviction On NV Bekaert SA (EBR:BEKB)

NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 10.7x might make it look like a buy right now...
Narrativ-Update Dec 11

BEKB: Index Inclusion Will Drive Future Upside From Stable Earnings Outlook

Analysts have modestly raised their price target on NV Bekaert to €41.30 from €41.00. This reflects a slightly higher assumed future valuation multiple and an updated risk profile, despite largely unchanged growth and margin expectations.
Narrativ-Update Nov 27

BEKB: Euronext 150 Index Inclusion Will Drive Long-Term Shareholder Value

Analysts have slightly lowered their price target for NV Bekaert from €41.90 to €41.30. This change reflects a modest adjustment based on updated forecasts and shifting profit expectations.
Narrativ-Update Nov 11

BEKB: Future Prospects Remain Bright With Euronext 150 Index Inclusion

Narrative Update on NV Bekaert: Analyst Price Target Change Analysts have maintained their fair value estimate for NV Bekaert at €41.90. They cite stable projections for revenue growth and profit margins, despite a slight increase in the discount rate and future price-to-earnings expectations.
Narrativ-Update Oct 28

Earnings Initiatives and Share Buyback Program Will Shape Profit Outlook

Narrative Update on NV Bekaert: Analyst Price Target Change Analysts have reaffirmed their price target for NV Bekaert at €41.90, citing stable fair value estimates and minimal adjustments to future projections as key reasons for maintaining their outlook. What's in the News NV Bekaert provided earnings guidance for 2025 and 2026, anticipating slightly lower sales on a like-for-like basis compared to 2024 and confirming the ambition to achieve 10% profit levels by 2026.
Narrativ-Update Oct 14

Global Renewable Demand Will Drive Sustainable Infrastructure Expansion

Analyst Price Target Update for NV Bekaert Analysts have lowered their fair value estimate for NV Bekaert from €43.70 to €41.90. They cite updated projections for revenue growth and profit margins as key factors in the revision.
Analyseartikel Sep 20

We Think NV Bekaert (EBR:BEKB) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 27

There Is A Reason NV Bekaert SA's (EBR:BEKB) Price Is Undemanding

With a price-to-earnings (or "P/E") ratio of 7.3x NV Bekaert SA ( EBR:BEKB ) may be sending bullish signals at the...
Analyseartikel May 16

NV Bekaert (EBR:BEKB) Has Announced That It Will Be Increasing Its Dividend To €1.33

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.33 on the 20th of May...
Analyseartikel Mar 09

There May Be Some Bright Spots In NV Bekaert's (EBR:BEKB) Earnings

Shareholders appeared unconcerned with NV Bekaert SA's ( EBR:BEKB ) lackluster earnings report last week. Our analysis...
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Neues Narrativ Mar 02

Expanding Rubber Reinforcement Capacity In Indonesia And India Will Strengthen Future Presence

Focus on cost structure optimization and divestment from low-margin sectors to improve net margins and earnings through strategic resource allocation.
Analyseartikel Dec 18

NV Bekaert SA's (EBR:BEKB) Business And Shares Still Trailing The Market

NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 6.7x might make it look like a buy right now...
Analyseartikel Oct 18

Investors Will Want NV Bekaert's (EBR:BEKB) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analyseartikel Sep 09

NV Bekaert (EBR:BEKB) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Jul 27

Investors Aren't Buying NV Bekaert SA's (EBR:BEKB) Earnings

NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 7.7x might make it look like a strong buy right now...
Analyseartikel Jun 05

We Think NV Bekaert (EBR:BEKB) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel May 01

NV Bekaert (EBR:BEKB) Is Increasing Its Dividend To €1.26

NV Bekaert SA ( EBR:BEKB ) will increase its dividend from last year's comparable payment on the 14th of May to €1.26...
Analyseartikel Apr 17

NV Bekaert (EBR:BEKB) Will Pay A Larger Dividend Than Last Year At €1.26

NV Bekaert SA's ( EBR:BEKB ) dividend will be increasing from last year's payment of the same period to €1.26 on 14th...
Analyseartikel Apr 03

NV Bekaert (EBR:BEKB) Is Increasing Its Dividend To €1.26

NV Bekaert SA ( EBR:BEKB ) will increase its dividend from last year's comparable payment on the 14th of May to €1.26...
Analyseartikel Mar 19

NV Bekaert's (EBR:BEKB) Dividend Will Be Increased To €1.26

NV Bekaert SA ( EBR:BEKB ) has announced that it will be increasing its dividend from last year's comparable payment on...
Analyseartikel Mar 05

NV Bekaert's (EBR:BEKB) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.26 on the 14th of May...
Analyseartikel Jan 08

An Intrinsic Calculation For NV Bekaert SA (EBR:BEKB) Suggests It's 33% Undervalued

Key Insights NV Bekaert's estimated fair value is €65.99 based on 2 Stage Free Cash Flow to Equity NV Bekaert is...
Analyseartikel Dec 21

These 4 Measures Indicate That NV Bekaert (EBR:BEKB) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyseartikel Dec 06

NV Bekaert (EBR:BEKB) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Oct 05

Are Investors Undervaluing NV Bekaert SA (EBR:BEKB) By 25%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, NV Bekaert fair value estimate is €56.08 NV Bekaert is...
Analyseartikel Sep 18

NV Bekaert (EBR:BEKB) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Aug 31

Investors Will Want NV Bekaert's (EBR:BEKB) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analyseartikel Jun 24

Is NV Bekaert SA (EBR:BEKB) Trading At A 41% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, NV Bekaert fair value estimate is €69.17 NV Bekaert's €41.14...
Analyseartikel May 25

NV Bekaert (EBR:BEKB) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analyseartikel May 09

NV Bekaert's (EBR:BEKB) Upcoming Dividend Will Be Larger Than Last Year's

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.16 on the 15th of May...
Analyseartikel Apr 05

NV Bekaert's (EBR:BEKB) Upcoming Dividend Will Be Larger Than Last Year's

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.16 on the 15th of May...
Analyseartikel Mar 20

Is NV Bekaert SA (EBR:BEKB) Trading At A 45% Discount?

Key Insights The projected fair value for NV Bekaert is €69.95 based on 2 Stage Free Cash Flow to Equity NV Bekaert is...
Analyseartikel Mar 04

NV Bekaert (EBR:BEKB) Has Announced That It Will Be Increasing Its Dividend To €1.16

NV Bekaert SA ( EBR:BEKB ) has announced that it will be increasing its dividend from last year's comparable payment on...
Analyseartikel Mar 03

Is NV Bekaert (EBR:BEKB) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Yves Kerstens im Vergleich zu den Einnahmen von NV Bekaert verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025€2m€870k

€67m

Sep 30 2025n/an/a

€121m

Jun 30 2025n/an/a

€174m

Mar 31 2025n/an/a

€206m

Dec 31 2024€2m€870k

€239m

Sep 30 2024n/an/a

€247m

Jun 30 2024n/an/a

€255m

Mar 31 2024n/an/a

€255m

Dec 31 2023€2m€290k

€255m

Vergütung im Vergleich zum Markt: YvesDie Gesamtvergütung ($USD1.92M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Belgian ($USD1.27M).

Entschädigung vs. Einkommen: YvesDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Yves Kerstens (59 yo)

2.7yrs
Amtszeit
€1,649,865
Vergütung

Mr. Yves Kerstens is Director of Etex N.V. since 2025. Mr. Kerstens serves as the Chief Operating Officer and Director of Bridgestone Asia Pacific Pte. Ltd.He had been Chief Operating Officer and served a...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Yves Kerstens
CEO & Director2.7yrs€1.65mkeine Daten
Seppo Parvi
Chief Financial Officer1.5yrskeine Datenkeine Daten
Barry Snyder
Chief Operations Officer2.8yrskeine Datenkeine Daten
Ernst Lutz
Senior VP & Chief Innovation and Technology Officer3.1yrskeine Datenkeine Daten
Guy Marks
Vice President of Investor Relationsno datakeine Datenkeine Daten
Philip Eyskens
Chief Legal & Compliance Officer7.3yrskeine Datenkeine Daten
Katelijn Bohez
Chief Communications Officer and VP of Sustainable Finance & Community Relationsno datakeine Datenkeine Daten
Anthony Huyghebaert
Interim Chief Human Resources Officerless than a yearkeine Datenkeine Daten
Geert Voet
Senior Vice President Steel Wire Solutions Americasno datakeine Datenkeine Daten
Curd Vandekerckhove
Chief Executive Officer of Rubber Reinforcement1.3yrskeine Datenkeine Daten
Patrick Louwagie
Senior Vice President of Steel Wire Solutions Transformationno datakeine Datenkeine Daten
Dirk Moyson
Senior Vice President of Steel Wire Solutions EMEAno datakeine Datenkeine Daten
2.7yrs
Durchschnittliche Betriebszugehörigkeit
59.5yo
Durchschnittliches Alter

Erfahrenes Management: BEKBDas Führungsteam des Unternehmens gilt als erfahren (2.7 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Yves Kerstens
CEO & Director2.7yrs€1.65mkeine Daten
Henri Velge
Director10yrs€100.00kkeine Daten
Toralf Haag
Independent Director1yr€75.00kkeine Daten
Henriette Ellekrog
Independent Director6yrs€100.00k0.0080%
€ 162.2k
Eriikka Söderström
Independent Director6yrs€105.00k0.0099%
€ 200.6k
Christophe Patrick Jacobs van Merlen
Director10yrs€100.00kkeine Daten
Nicolas D'Heygere
Director1yr€60.00kkeine Daten
Emilie van de Walle de Ghelcke
Director10yrs€90.00kkeine Daten
Jurgen Tinggren
Independent Chairman7yrs€650.00k0.14%
€ 2.9m
Caroline Storme
Director7yrs€100.00kkeine Daten
Maxime Parmentier
Director4yrs€90.00kkeine Daten
6.0yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter

Erfahrener Vorstand: BEKBDie Vorstandsmitglieder gelten als erfahren (6 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 06:09
Aktienkurs zum Tagesende2026/05/26 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

NV Bekaert SA wird von 8 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Mourad LahmidiBNP Paribas
Bin GaoBofA Global Research
Frank ClaassenDegroof Petercam