Azelis Group NV

Informe acción ENXTBR:AZE

Capitalización de mercado: €2.4b

Azelis Group Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Azelis Group ha aumentado sus beneficios a una tasa media anual de 11.1%, mientras que los beneficios de la industria de Trade Distributors han experimentado un crecimiento de 0.6% anual. Los ingresos han ido creciendo a una tasa media de 11.1% al año. La rentabilidad financiera de Azelis Group es de 4.2%, y sus márgenes netos son de 2.7%.

Información clave

11.11%

Tasa de crecimiento de los beneficios

17.79%

Tasa de crecimiento del BPA

Crecimiento de la industria Trade Distributors 18.43%
Tasa de crecimiento de los ingresos11.08%
Rentabilidad financiera4.18%
Margen neto2.70%
Próxima actualización de resultados30 Jul 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 15

AZE: Dividend Policy And Buybacks Will Support A More Constructive Outlook

Narrative Update: Azelis Group Analysts have lifted their price target for Azelis Group to €12 from €10.50, reflecting updated views on the stock's risk profile and earnings potential following recent research. What's in the News The AGM on 13 May 2026 approved a gross dividend of €0.226 per share for the 2025 financial year (net €0.158 per share after 30% Belgian withholding tax).
Actualización de narrativa Jun 01

AZE: Dividend Policy And Capital Actions Will Support A More Constructive Outlook

Analysts have raised their price target on Azelis Group to €12 from €10.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that feed into their valuation work. What's in the News Azelis Group plans to pay a gross dividend of €0.226 per share for fiscal year 2025, with an ex dividend date on 29 June 2026, a record date on 30 June 2026, and payment from 1 July 2026 via KBC Bank NV.
Actualización de narrativa May 16

AZE: Dividend Support And Capital Actions Will Shape A More Constructive Outlook

The analyst price target for Azelis Group has shifted from about €17.35 to €16.00, reflecting updated assumptions on fair value and P/E, alongside recent mixed Street research where some analysts raised targets toward €10.50 to €12 and others trimmed targets to €15. Analyst Commentary Street research on Azelis Group is mixed but includes several clearly bullish signals on valuation and execution.
Actualización de narrativa Apr 29

AZE: Governance Changes And Share Buybacks Will Pressure Premium P/E Expectations

Azelis Group's analyst price targets have shifted to a range between €10.50 and €15, reflecting updated views on fair value, discount rates, revenue growth and profit margins as analysts recalibrate expectations for the stock. Analyst Commentary Recent price target revisions for Azelis Group sit between €10.50 and €15, with some bearish analysts trimming expectations and others only making modest upward adjustments.
Actualización de narrativa Apr 15

AZE: Downgrades And Governance Changes Will Pressure Premium P/E Expectations

Analysts have nudged the fair value estimate for Azelis Group higher to €7.60 from €7.50, citing updated assumptions on revenue growth and discount rates, along with mixed changes in Street price targets that now range from €10.50 to €15. Analyst Commentary Recent research shows a split view on Azelis Group, with some Bearish analysts trimming expectations while others take a more neutral stance.
Actualización de narrativa Mar 31

AZE: Dividend Clarity And Refined Assumptions Will Support A More Constructive Outlook

The updated analyst price target for Azelis Group moves slightly lower to about €17.35 from roughly €17.70. Analysts point to refined assumptions on discount rates, revenue growth, profit margins and future P/E to support the change.
Actualización de narrativa Mar 17

AZE: Higher Dividend Visibility Will Support A More Constructive Outlook

The analyst price target for Azelis Group has been reduced from about €24.00 to roughly €17.70, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E, along with recent mixed Street research where some firms trimmed targets while others made only modest upward adjustments. Analyst Commentary Street research on Azelis Group has been mixed, but there are pockets of optimism that stand out in the recent updates.
Actualización de narrativa Mar 03

AZE: Margin Recovery And Dividend Visibility Will Support Future Upside Potential

Azelis Group’s analyst fair value estimate has been trimmed from €13.20 to about €12.48. This reflects a reset in price targets after some analysts reduced their outlooks toward the mid-teens and low double digits, while still factoring in updated views on growth, margins and future P/E levels.
Actualización de narrativa Feb 17

AZE: Margin Recovery Will Support Upside Despite Recent Discounted Reset

Analysts have trimmed their price target for Azelis Group from about €14.27 to €13.20, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples following recent research, including the latest Kepler Cheuvreux downgrade. Analyst Commentary Recent research points to a more cautious stance on Azelis Group, with the latest price target reset to about €13.20.
Actualización de narrativa Feb 03

AZE: Downgrades And Sector Headwinds Will Pressure Premium P/E Expectations

Azelis Group’s analyst price target has shifted lower to about €7.50 from €10.00 as analysts factor in a higher discount rate, more cautious revenue growth assumptions, a lower future P/E multiple, and only a modest adjustment to profit margin expectations following recent downgrades. Analyst Commentary Bearish analysts are resetting expectations around Azelis Group, with several research notes pointing to a more cautious stance on the shares.
Actualización de narrativa Jan 20

AZE: Margin Recovery Is Expected To Support Re-Rating Despite Sector Caution

Narrative update Analysts have trimmed their price target for Azelis Group from about €15.71 to roughly €14.27, reflecting more cautious assumptions on growth, margins and future P/E following a series of rating and target cuts from European brokers. Analyst Commentary Recent research updates on Azelis Group have generally moved in a more cautious direction, with multiple firms lowering ratings and price targets.
Actualización de narrativa Jan 06

AZE: Fair View Balances Sector Headwinds With Prospects For 2025 Margin Recovery

We are lowering our Azelis Group fair value estimate to €10 from €16, reflecting analysts' reduced price targets and more cautious assumptions on growth, margins and sector conditions. Analyst Commentary Recent Street research on Azelis Group has turned more cautious, with several bearish analysts revising ratings and trimming price targets.
Actualización de narrativa Dec 22

AZE: Margins Are Expected To Recover As Industry Pressures Gradually Ease

The analyst price target for Azelis Group has been trimmed slightly to EUR 15.71 from EUR 15.82 as analysts factor in softer revenue growth and margins amid ongoing industry headwinds, partially offset by expectations for a gradual recovery and resilient valuation multiples. Analyst Commentary Analyst sentiment on Azelis Group has become more mixed, with a growing divergence between those who see the current downturn as an attractive entry point and those who expect industry headwinds to constrain performance for longer.
Actualización de narrativa Dec 08

AZE: Demand And Margins Will Recover From Current Cyclical Weakness

Azelis Group's analyst price target has been trimmed from about EUR 16.25 to approximately EUR 15.82, as analysts factor in sector wide pressure on European chemicals, more cautious views on diversified distributors, and expectations for only gradual recovery in growth and margins despite some supportive initiation coverage. Analyst Commentary Recent Street research on Azelis reflects a mixed backdrop, with several downward rating and target revisions offset by selective bullish initiation.
Actualización de narrativa Nov 24

AZE: Demand And Margins Will Rebound From Trough In 2025

Azelis Group’s analyst fair value target has been lowered from €17.39 to €16.25. Analysts point to ongoing industry headwinds and recent sector downgrades as key drivers of the more cautious outlook.
Artículo de análisis Nov 14

Investor Optimism Abounds Azelis Group NV (EBR:AZE) But Growth Is Lacking

It's not a stretch to say that Azelis Group NV's ( EBR:AZE ) price-to-earnings (or "P/E") ratio of 14x right now seems...
Actualización de narrativa Nov 07

AZE: Earnings Momentum Will Strengthen As Industry Conditions Improve In 2025

Azelis Group's analyst price target was revised downward by EUR 0.50 to EUR 17.39. This reflects analysts' expectations of slower revenue growth and persistent margin pressures in the near term.
Actualización de narrativa Oct 24

Recovery Will Likely Emerge After Industry Pressures Ease In 2026

The analyst price target for Azelis Group has decreased from €18.50 to €17.89. This change reflects cautious sentiment among analysts amid industry headwinds and anticipated margin pressures through mid-2026.
Actualización de narrativa Oct 10

Life Sciences Recovery And Digitalization Investments Will Improve Future Efficiency

Azelis Group's analyst price target has been reduced from €19.13 to €18.50. Analysts cite ongoing industry headwinds and reduced earnings forecasts as reasons for the cautious outlook.
Artículo de análisis Sep 30

Here's Why Azelis Group (EBR:AZE) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Sep 26

Life Sciences Recovery And Digitalization Investments Will Improve Future Efficiency

Analysts have trimmed Azelis Group’s price target to €19.13, citing weaker Q2 earnings, a more conservative sector outlook, and increased market risk, partially offset by sustained strength in specialty testing. Analyst Commentary Reduced earnings estimates following a weaker-than-expected Q2 report.
Actualización de narrativa Sep 05

Life Sciences Recovery And Digitalization Investments Will Improve Future Efficiency

Analysts have trimmed their earnings estimates and near-term growth outlook for Azelis Group amid sector challenges and softer fundamentals, resulting in a stable consensus price target of €19.56. Analyst Commentary Reduced earnings estimates following a weaker-than-expected Q2 report.
Artículo de análisis Jul 13

Azelis Group (EBR:AZE) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Artículo de análisis Jun 17

Unpleasant Surprises Could Be In Store For Azelis Group NV's (EBR:AZE) Shares

Azelis Group NV's ( EBR:AZE ) price-to-earnings (or "P/E") ratio of 18.3x might make it look like a sell right now...
Artículo de análisis May 30

Azelis Group's (EBR:AZE) Dividend Will Be Increased To €0.161

Azelis Group NV ( EBR:AZE ) has announced that it will be increasing its dividend from last year's comparable payment...
Artículo de análisis May 27

An Intrinsic Calculation For Azelis Group NV (EBR:AZE) Suggests It's 39% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Azelis Group fair value estimate is €23.79 Azelis Group is...
Artículo de análisis May 09

Azelis Group's (EBR:AZE) Shareholders Will Receive A Bigger Dividend Than Last Year

Azelis Group NV ( EBR:AZE ) will increase its dividend from last year's comparable payment on the 1st of July to...
Artículo de análisis Apr 25

Azelis Group (EBR:AZE) Is Paying Out A Larger Dividend Than Last Year

Azelis Group NV ( EBR:AZE ) has announced that it will be increasing its dividend from last year's comparable payment...
Artículo de análisis Mar 28

Azelis Group (EBR:AZE) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Mar 10

Azelis Group NV Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next

Azelis Group NV ( EBR:AZE ) came out with its annual results last week, and we wanted to see how the business is...
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Nueva narrativa Feb 23

Life Sciences Recovery And Digitalization Investments Will Improve Future Efficiency

Strategic acquisitions and a strong M&A pipeline suggest future revenue growth and expanded net margins from realized synergies.
Artículo de análisis Feb 23

Is Azelis Group (EBR:AZE) Using Too Much Debt?

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

Are Investors Undervaluing Azelis Group NV (EBR:AZE) By 35%?

Key Insights Azelis Group's estimated fair value is €29.27 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Jan 06

Azelis Group NV's (EBR:AZE) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Artículo de análisis Nov 23

There's Been No Shortage Of Growth Recently For Azelis Group's (EBR:AZE) 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...
Artículo de análisis Oct 18

Azelis Group (EBR:AZE) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Sep 30

With Azelis Group NV (EBR:AZE) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 28.8x Azelis Group NV ( EBR:AZE ) may be sending very bearish signals at...
Artículo de análisis Aug 24

Azelis Group NV's (EBR:AZE) Intrinsic Value Is Potentially 50% Above Its Share Price

Key Insights The projected fair value for Azelis Group is €27.87 based on 2 Stage Free Cash Flow to Equity Current...
Artículo de análisis Aug 04

Azelis Group NV Just Missed EPS By 28%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Azelis Group NV ( EBR:AZE ) released its interim result to the market. The early...
Artículo de análisis Jul 26

We Like These Underlying Return On Capital Trends At Azelis Group (EBR:AZE)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Artículo de análisis Jun 14

Azelis Group (EBR:AZE) Will Pay A Smaller Dividend Than Last Year

Azelis Group NV's ( EBR:AZE ) dividend is being reduced from last year's payment covering the same period to €0.154 on...
Artículo de análisis Jun 09

Here's Why Azelis Group (EBR:AZE) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 22

Azelis Group's (EBR:AZE) Dividend Is Being Reduced To €0.154

Azelis Group NV's ( EBR:AZE ) dividend is being reduced from last year's payment covering the same period to €0.154 on...
Artículo de análisis Apr 22

Calculating The Intrinsic Value Of Azelis Group NV (EBR:AZE)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Azelis Group fair value estimate is €27.25 With €22.80 share...
Artículo de análisis Apr 04

Investor Optimism Abounds Azelis Group NV (EBR:AZE) But Growth Is Lacking

Azelis Group NV's ( EBR:AZE ) price-to-earnings (or "P/E") ratio of 24.8x might make it look like a strong sell right...
Artículo de análisis Mar 13

Azelis Group's (EBR:AZE) Dividend Will Be Reduced To €0.154

Azelis Group NV ( EBR:AZE ) is reducing its dividend from last year's comparable payment to €0.154 on the 2nd of July...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Azelis Group. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ENXTBR:AZE Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 254,1111115260
30 Sep 254,1691405320
30 Jun 254,2271695380
31 Mar 254,2211755320
31 Dec 244,2141815270
30 Sep 244,1851755150
30 Jun 244,1571695040
31 Mar 244,1541734970
31 Dec 234,1521784900
30 Sep 234,1921784880
30 Jun 234,2311784860
31 Mar 234,1701964820
31 Dec 224,1092134790
30 Sep 223,8231874580
30 Jun 223,5371604370
31 Mar 223,1821144010
31 Dec 212,827683660
30 Sep 212,613793340
30 Jun 212,398903030
31 Mar 212,310802940
31 Dec 202,223712860
31 Dec 192,095482700
31 Dec 18616-521440

Ingresos de calidad: AZE tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(2.7%) de AZE son inferiores a los del año pasado (4.3%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de AZE han crecido un 11.1% al año en los últimos 5 años.

Acelerando crecimiento: AZE ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: AZE tuvo un crecimiento negativo de los beneficios (-38.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Trade Distributors (2.8%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de AZE (4.2%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/18 22:53
Precio de las acciones al final del día2026/06/18 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Azelis Group NV está cubierta por 20 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gaurav JainBarclays
James StewartBarclays
Anil ShenoyBarclays