Nagarro SE

Informe acción XTRA:NA9

Capitalización de mercado: €934.4m

Nagarro Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Nagarro ha aumentado sus beneficios a una tasa media anual de 6.1%, mientras que los beneficios de la industria de IT han experimentado un crecimiento de 6.1% anual. Los ingresos han ido creciendo a una tasa media de 14% al año. La rentabilidad financiera de Nagarro es de 27.2%, y sus márgenes netos son de 4.7%.

Información clave

6.13%

Tasa de crecimiento de los beneficios

-2.23%

Tasa de crecimiento del BPA

Crecimiento de la industria IT 13.97%
Tasa de crecimiento de los ingresos13.97%
Rentabilidad financiera27.19%
Margen neto4.74%
Próxima actualización de resultados14 Aug 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 25

Nagarro's (ETR:NA9) Soft Earnings Are Actually Better Than They Appear

The most recent earnings report from Nagarro SE ( ETR:NA9 ) was disappointing for shareholders. However, our analysis...

Recent updates

Actualización de narrativa Jun 24

NA9: Index Exit And Incoming CFO Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Nagarro at €72.25. Only minor refinements to assumptions on discount rate, revenue growth, profit margin and future P/E have fed into the latest price target update.
Actualización de narrativa Jun 07

NA9: New CFO Appointment And Share Buyback Will Drive Future Upside

Analysts have maintained their €72.25 price target for Nagarro, citing essentially stable assumptions around the discount rate, revenue growth, profit margin, and future P/E as the basis for this steady view. What's in the News Nagarro has created a dedicated Chief Financial Officer role, and the Supervisory Board has appointed Prateek Aggarwal as CFO for an initial three-year term starting May 1, 2026.
Actualización de narrativa May 21

NA9: New CFO Appointment And Share Buyback Will Support Future Upside

Analysts have trimmed their Nagarro price target from €77.75 to €72.25 as updated assumptions for revenue growth, profit margins, discount rate and future P/E have led to a slightly lower fair value estimate. What's in the News Nagarro has appointed Prateek Aggarwal as Chief Financial Officer, effective May 1, 2026, for an initial three year term.
Actualización de narrativa Apr 29

NA9: New CFO Appointment And Share Buyback Will Support Future Upside

Analysts have trimmed their price target on Nagarro from €89.75 to €77.75, reflecting updated assumptions for slightly softer revenue growth, a modestly lower profit margin profile, a higher discount rate, and a marginally adjusted future P/E multiple. What's in the News Supervisory Board appoints Prateek Aggarwal as Chief Financial Officer from May 1, 2026, for an initial three year term.
Nueva narrativa Mar 25

Fluidic Intelligence And AI Adoption Will Drive Stronger Margins And Earnings Quality

Catalysts About Nagarro Nagarro provides digital engineering and consulting services that help clients modernize technology, improve operations and apply AI in complex environments. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 10

AI Execution Risks And Soft Demand Will Challenge Fluidic Intelligence Upside Over Time

Catalysts About Nagarro Nagarro is a global IT services company focused on digital engineering, AI driven solutions and complex enterprise technology transformations. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 26

NA9: AI Partnership And Stable Profit Outlook Will Support Future Upside

Analysts have raised their Nagarro price target to €89.75. This reflects updated assumptions for a slightly higher discount rate and future P/E multiple while keeping the underlying fair value estimate unchanged at €89.75.
Actualización de narrativa Feb 11

NA9: AI Partnership And Share Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target for Nagarro slightly from €90.25 to €89.75. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E rather than any major shift in the underlying view.
Actualización de narrativa Jan 27

NA9: AI Partnership And Share Buybacks Will Support Future Shareholder Value

Analysts have kept their fair value estimate for Nagarro steady at €90.25, with only small tweaks to discount rate and forward P/E assumptions. This signals that their view on the stock’s overall risk and earnings profile is broadly unchanged.
Actualización de narrativa Jan 12

NA9: AI Partnerships And Tuck In Deals Will Drive Future Shareholder Value

Narrative Update on Nagarro Analysts now hold their fair value estimate for Nagarro steady at €90.25 per share, with only minor tweaks to inputs such as the discount rate and assumed future P/E that fine tune rather than overhaul their overall view. What's in the News Nagarro has become an OpenAI Services Partner, supporting enterprises across Asia Pacific in adopting OpenAI technologies such as the OpenAI API and ChatGPT Enterprise, with a focus on advisory, engineering and enablement for generative AI solutions and responsible deployment in core workflows (Client Announcements).
Artículo de análisis Jan 08

Is Nagarro (ETR:NA9) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Dec 14

NA9: Share Buybacks Are Expected To Drive Future Shareholder Value

Analysts have modestly revised their price target for Nagarro, keeping fair value broadly unchanged at €90.25. They have slightly lowered the discount rate and forward P/E assumptions as they factor in a marginally improved risk profile and stable long term growth and profitability expectations.
Artículo de análisis Dec 08

A Look At The Intrinsic Value Of Nagarro SE (ETR:NA9)

Key Insights Nagarro's estimated fair value is €79.62 based on 2 Stage Free Cash Flow to Equity Nagarro's €76.25 share...
Actualización de narrativa Nov 28

NA9: Share Buybacks And Acquisitions Are Expected To Drive Shareholder Value

Analysts have raised their price target for Nagarro from €84.00 to €90.25, citing improved revenue growth prospects and higher projected profit margins. What's in the News Nagarro is actively pursuing smaller, strategic tuck-in acquisitions to enhance its technology portfolio and expand in the Japan and India tech services corridor (Key Developments).
Artículo de análisis Oct 07

Sentiment Still Eluding Nagarro SE (ETR:NA9)

With a median price-to-earnings (or "P/E") ratio of close to 19x in Germany, you could be forgiven for feeling...
Actualización de narrativa Sep 04

Cloud And AI Adoption Will Expand Japan And Middle East

The consensus analyst price target for Nagarro has been revised downward, primarily reflecting a lower expected future P/E ratio, with the fair value estimate now at €84.00. What's in the News Nagarro SE lowered its 2025 revenue guidance, now expecting results near the lower end of €1,020 million to €1,080 million.
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Nueva narrativa Jul 01

Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years

Digital Transformation Megatrend: Enterprises worldwide continue investing in cloud migration, AI integration, and automation—core service areas for Nagarro.
Artículo de análisis Jun 24

It's Unlikely That The CEO Of Nagarro SE (ETR:NA9) Will See A Huge Pay Rise This Year

Key Insights Nagarro to hold its Annual General Meeting on 30th of June CEO Manas Human's total compensation includes...
Artículo de análisis May 25

Nagarro's (ETR:NA9) Soft Earnings Are Actually Better Than They Appear

The most recent earnings report from Nagarro SE ( ETR:NA9 ) was disappointing for shareholders. However, our analysis...
Artículo de análisis May 12

Take Care Before Diving Into The Deep End On Nagarro SE (ETR:NA9)

With a price-to-earnings (or "P/E") ratio of 15.8x Nagarro SE ( ETR:NA9 ) may be sending bullish signals at the moment...
Artículo de análisis Apr 01

Here's What's Concerning About Nagarro's (ETR:NA9) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Artículo de análisis Mar 13

Nagarro (ETR:NA9) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Feb 26

At €83.20, Is It Time To Put Nagarro SE (ETR:NA9) On Your Watch List?

While Nagarro SE ( ETR:NA9 ) might not have the largest market cap around , it saw a double-digit share price rise of...
Artículo de análisis Feb 06

The Price Is Right For Nagarro SE (ETR:NA9)

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
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Nueva narrativa Jan 29

Acquisition Of FWD View Will Strengthen Position In Financial Services Sector

Strategic acquisitions and partnerships aim to enhance technological and geographical growth, driving revenue opportunities across various sectors.
Artículo de análisis Dec 23

Nagarro (ETR:NA9) Is Reinvesting At Lower Rates Of Return

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Artículo de análisis Nov 22

Nagarro's (ETR:NA9) Solid Earnings Have Been Accounted For Conservatively

Investors signalled that they were pleased with Nagarro SE's ( ETR:NA9 ) most recent earnings report. According to our...
Artículo de análisis Nov 18

Analysts Have Been Trimming Their Nagarro SE (ETR:NA9) Price Target After Its Latest Report

It's been a good week for Nagarro SE ( ETR:NA9 ) shareholders, because the company has just released its latest...
Artículo de análisis Nov 07

Is Now An Opportune Moment To Examine Nagarro SE (ETR:NA9)?

While Nagarro SE ( ETR:NA9 ) might not have the largest market cap around , it received a lot of attention from a...
Artículo de análisis Oct 23

Are Investors Undervaluing Nagarro SE (ETR:NA9) By 38%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nagarro fair value estimate is €153 Nagarro's €95.10 share...
Artículo de análisis Oct 05

After Leaping 26% Nagarro SE (ETR:NA9) Shares Are Not Flying Under The Radar

The Nagarro SE ( ETR:NA9 ) share price has done very well over the last month, posting an excellent gain of 26%. The...
Artículo de análisis Sep 15

Nagarro (ETR:NA9) Has A Pretty Healthy Balance Sheet

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

Desglose de ingresos y gastos

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


Historial de beneficios e ingresos

XTRA:NA9 Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 261,0014750
31 Dec 259993950
30 Sep 251,0004980
30 Jun 259894060
31 Mar 259814460
31 Dec 249724970
30 Sep 249475160
30 Jun 249385180
31 Mar 2492151100
31 Dec 239124980
30 Sep 239225480
30 Jun 239176860
31 Mar 239017940
31 Dec 228577750
30 Sep 227887040
30 Jun 226995660
31 Mar 226163850
31 Dec 215463050
30 Sep 214932030
30 Jun 214581630
31 Mar 214362030
31 Dec 204311830
30 Sep 204303430
31 Dec 194032530
31 Dec 18288730
31 Dec 17211320

Ingresos de calidad: NA9 tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (4.7%) de NA9 son superiores a los del año pasado (4.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de NA9 han crecido un 6.1% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de NA9 en el último año (8.2%) supera su media de 5 años (6.1% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de NA9 en el último año (8.2%) superó al de la industria IT 4%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (27.19%) de NA9 es alta, esta métrica está sesgada debido a su elevado nivel de endeudamiento.


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 empresa2026/07/05 04:16
Precio de las acciones al final del día2026/07/03 00:00
Beneficios2026/03/31
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 contamos con 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

Nagarro SE está cubierta por 11 analistas. 4 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
Martin ComtesseJefferies LLC
Alexander Zienkowiczmwb research AG
Matthias DesmaraisODDO BHF Corporate & Markets