Vallourec Management

Management Kriterienprüfungen 2/4

Vallourec's CEO ist Philippe Guillemot , ernannt in Mar 2022, hat eine Amtszeit von 2.25 Jahren. Die jährliche Gesamtvergütung beträgt €12.32M , bestehend aus 8.1% Gehalt und 91.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.2% der Aktien des Unternehmens, im Wert von €6.99M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.2 Jahre bzw. 3 Jahre.

Wichtige Informationen

Philippe Guillemot

Geschäftsführender

€12.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts	8.1%
Amtszeit als Geschäftsführer	2.5yrs
Eigentum des Geschäftsführers	0.2%
Durchschnittliche Amtszeit des Managements	1.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder	3.2yrs

Jüngste Management Updates

Recent updates

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Philippe Guillemot im Vergleich zu den Einnahmen von Vallourec verändert?
Datum	Gesamtvergütung	Gehalt	Unternehmensgewinne
Jun 30 2024	n/a	n/a	€397m
Mar 31 2024	n/a	n/a	€445m
Dec 31 2023	€12m	€1m	€496m
Sep 30 2023	n/a	n/a	€469m
Jun 30 2023	n/a	n/a	€399m
Mar 31 2023	n/a	n/a	-€175m
Dec 31 2022	€15m	€783k	-€366m

Vergütung im Vergleich zum Markt: PhilippeDie Gesamtvergütung ($USD13.23M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt UK ($USD2.46M).

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

Geschäftsführer

Philippe Guillemot (65 yo)

2.5yrs

Amtszeit

€12,320,288

Vergütung

Mr. Philippe Guillemot serves as Group Chairman at Vallourec S.A. since April 2023 served as its Chairman since March 20, 2022 until April 2023 and serves as its Chief Executive Officer since March 20, 202...

Führungsteam

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
Philippe Guillemot	Group Chairman & CEO	2.5yrs	€12.32m	0.20% € 6.1m
Sascha Bibert	Group Chief Financial Officer	2.4yrs	keine Daten	keine Daten
Valeria Fernandes	Chief Digital & Information Officer	1.3yrs	keine Daten	keine Daten
Connor Lynagh	Investor Relations Director	no data	keine Daten	keine Daten
Marie Dib	Group General Counsel	1.4yrs	keine Daten	keine Daten
Damien Rebourg	Senior Vice President of Communication & Public Affairs	less than a year	keine Daten	keine Daten
Ludovic Oster	Group Chief Human Resources Officer	2.2yrs	keine Daten	keine Daten
Philippe Carlier	Senior Vice President Industry of Group & Eastern Hemisphere.	no data	keine Daten	keine Daten
Bertrand Frischmann	Chief Operating Officer of the Americas	1.4yrs	keine Daten	keine Daten
Enrico Schiappacasse	Senior Vice President of Strategy & Development	2.3yrs	keine Daten	keine Daten
Laurent Dubedout	Senior Vice-President of OCTG Services & Accessories Business Line	1.7yrs	keine Daten	keine Daten
Jacky Massaglia	Senior Vice President of North America	1.4yrs	keine Daten	keine Daten

1.5yrs

Durchschnittliche Betriebszugehörigkeit

50yo

Durchschnittliches Alter

Erfahrenes Management: VKPDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.2 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.

Vorstandsmitglieder

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
Philippe Guillemot	Group Chairman & CEO	2.5yrs	€12.32m	0.20% € 6.1m
Pierre Vareille	Independent Vice-Chairman of the Board & Lead Independent Director	3.4yrs	€203.00k	0.030% € 923.1k
Jean-Paul Parayre	Honorary Chairman	11.3yrs	keine Daten	keine Daten
Arnaud Leenhardt	Honorary Chairman	24.3yrs	keine Daten	keine Daten
Cédric de Bailliencourt	Member of Supervisory Board	13.7yrs	€5.00k	keine Daten
Angela Minas	Independent Director	3.2yrs	€174.00k	0.0060% € 182.4k
Hera Siu	Independent Director	3.2yrs	€124.50k	0.00022% € 6.7k
Frida Sams	Independent Director	less than a year	keine Daten	keine Daten
Genuino Jose Christino	Director	less than a year	keine Daten	keine Daten
Luciano Pires	Independent Director	less than a year	€21.50k	keine Daten
Corine de Bilbao	Independent Director	3.7yrs	€116.00k	0.00057% € 17.3k
Patrick Poulin	Non-Independent Employee Representative Director	1.5yrs	€48.50k	0.0017% € 52.7k

3.2yrs

Durchschnittliche Betriebszugehörigkeit

59yo

Durchschnittliches Alter

Erfahrener Vorstand: VKPDie Vorstandsmitglieder gelten als erfahren (3 Jahre durchschnittliche Amtszeit).

Vallourec Management

Management Kriterienprüfungen 2/4

Wichtige Informationen

Jüngste Management Updates

Vallourec Appoints Andre Lacerda as Senior Vice President South America for the Tubes Segment

High number of new directors

High number of new and inexperienced directors

High number of new and inexperienced directors

Vallourec S.A. Announces Executive Changes

High number of new and inexperienced directors

Recent updates

Vallourec S.A. (ENXTPA:VK) agreed to acquire Thermotite Brasil Ltda. from Bredero Shaw LLC for $17.5 million.

ArcelorMittal S.A. (ENXTAM:MT) completed the acquisition of 28.4% stake in Vallourec S.A. (ENXTPA:VK) from funds managed by Apollo Global Management, Inc. (NYSE:APO).

ArcelorMittal S.A. (ENXTAM:MT) completed the acquisition of 28.4% stake in Vallourec S.A. (ENXTPA:VK) from funds managed by Apollo Global Management, Inc. (NYSE:APO).

ArcelorMittal S.A. (ENXTAM:MT) completed the acquisition of 28.4% stake in Vallourec S.A. (ENXTPA:VK) from funds managed by Apollo Global Management, Inc. (NYSE:APO).

Vallourec S.A. Provides Production Guidance for the Third Quarter and Full Year of 2024

Vallourec Receives Necessary Approvals to Commence Its Phase 1 Mine Extension Project in Brazil

Vallourec Receives Necessary Approvals to Commence Its Phase 1 Mine Extension Project in Brazil

Vallourec Appoints Andre Lacerda as Senior Vice President South America for the Tubes Segment

Vallourec S.A. to Report Q3, 2024 Results on Nov 15, 2024

First quarter 2024 earnings released: EPS: €0.46 (vs €0.67 in 1Q 2023)

High number of new directors

New major risk - Revenue and earnings growth

New major risk - Revenue and earnings growth

Full year 2023 earnings released: EPS: €2.17 (vs €1.60 loss in FY 2022)

Vallourec S.A. to Report Q2, 2024 Results on Jul 16, 2024

High number of new and inexperienced directors

High number of new and inexperienced directors

Vallourec S.A. Announces Executive Changes

High number of new and inexperienced directors

High number of new and inexperienced directors

New minor risk - Earnings quality

Third quarter 2023 earnings released: EPS: €0.33 (vs €0.03 in 3Q 2022)

Vallourec S.A. to Report Q1, 2024 Results on May 16, 2024

Vallourec Appoints Luciano Siani as a Member of Board of Directors, Member of the Audit Committee and of the Corporate Social Responsibility Committee

High number of new and inexperienced directors

Vallourec S.A. (ENXTPA:VK) agreed to acquire an unknown stake in 837-MWp Futura I Solar Complex from Eneva S.A. (BOVESPA:ENEV3).

Investor sentiment deteriorates as stock falls 15%

High number of new and inexperienced directors

Vallourec S.A. Announces Executive Changes

High number of new and inexperienced directors

New major risk - Financial position

Second quarter 2023 earnings released: EPS: €0.68 (vs €1.80 loss in 2Q 2022)

Vallourec S.A. Provides Production Guidance for the Second Half or 2023

High number of new and inexperienced directors

High number of new and inexperienced directors

High number of new and inexperienced directors

Vallourec S.A., Annual General Meeting, May 23, 2024

Vallourec S.A. to Report Q2, 2023 Results on Jul 28, 2023

Full year 2022 earnings released: €1.60 loss per share (vs €0.33 profit in FY 2021)

High number of new and inexperienced directors

Full year 2022 earnings released: €1.60 loss per share (vs €0.33 profit in FY 2021)

Vallourec S.A. to Report Q4, 2022 Results on Mar 02, 2023

Third quarter 2022 earnings released: EPS: €0.03 (vs €0.03 loss in 3Q 2021)

High number of new and inexperienced directors

High number of new and inexperienced directors

High number of new and inexperienced directors

Vallourec S.A. Provides Production Guidance for the Full Year 2022

Vallourec Appoints Pierre d'Archemont as Senior Vice President South America, Effective 14 July 2022

Vallourec S.A. Announces Executive Changes

Vallourec S.A. Appoints Enrico Schiappacasse as Senior Vice President Strategy and Development of Vallourec and Joins the Executive Committee

Vallourec S.A. to Report Q3, 2022 Results on Nov 21, 2022

Vallourec S.A. to Report Q2, 2022 Results on Jul 27, 2022

Vallourec Restarts Operations Partially At Its Iron Ore Mine

High number of new and inexperienced directors

Vallourec Announces CFO Changes

High number of new and inexperienced directors

Vallourec S.A. Appoints Philippe Guillemot Is Replacing Edouard Guinotte as Chief Executive Officer

Investor sentiment improved over the past week

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Vallourec S.A. to Report Q1, 2022 Results on May 18, 2022

High number of new and inexperienced directors

Forecast breakeven date pushed back to 2022

High number of new and inexperienced directors

High number of new and inexperienced directors

High number of new and inexperienced directors

Third quarter 2021 earnings released: €0.03 loss per share (vs €6.00 loss in 3Q 2020)

Forecast to breakeven in 2022

High number of new and inexperienced directors

Forecast to breakeven in 2022