IMCD N.V.

Informe acción ENXTAM:IMCD

Capitalización de mercado: €4.8b

IMCD Dirección

Dirección controles de criterios 4/4

El CEO de IMCD es Marcus Jordan , nombrado en May 2022, tiene una permanencia de 4.08 años. compensación anual total es €1.73M, compuesta por 44.7% salario y 55.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.027% de las acciones de la empresa, por valor de €1.33M. La antigüedad media del equipo directivo y de la junta directiva es de 3 años y 5 años, respectivamente.

Información clave

Marcus Jordan

Chief Executive Officer (CEO)

€1.7m

Compensación total

Porcentaje del salario del CEO44.70%
Permanencia del CEO4.1yrs
Participación del CEO0.03%
Permanencia media de la dirección3yrs
Promedio de permanencia en la Junta Directiva5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 11

IMCD: Margin Execution And Earnings Quality Will Support Future Re Rating Potential

Analysts have trimmed their fair value estimate for IMCD to about €147.82 from €148.67, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E after recent mixed Street research, including a downgrade to Underweight with a €75 target and a separate target increase to €105. Analyst Commentary Recent research on IMCD points in different directions, with one high profile downgrade and more cautious earnings assumptions on one side, and a higher fair value estimate and an increased price target on the other.
Actualización de narrativa May 28

IMCD: Fading Middle East Tailwind Will Pressure Future Earnings And Returns

Analysts now see IMCD's fair value at about €76.79, up from €75.00. The shift reflects updated views on earnings potential and valuation following mixed research, including a downgrade to Underweight with a €75 target and a separate price target increase to €105.
Actualización de narrativa May 14

IMCD: Margin Execution And Earnings Quality Should Support Future Re Rating

Narrative update on IMCD The updated analyst price target for IMCD moves to €148.67 from €144.05. This change reflects analysts' revised views on growth, profitability and P/E assumptions after recent target changes from major banks across the sector.
Actualización de narrativa Apr 29

IMCD: Margin Execution And Revenue Mix Should Support Future Re Rating

Analyst price targets for IMCD have edged lower, with recent cuts of €5 to €7 from several banks and a reset range between about €103 and €122. Analysts are factoring in a slightly higher discount rate, a lower assumed future P/E multiple and updated expectations for revenue growth and margins.
Actualización de narrativa Apr 15

IMCD: Dividend Cut And Lowered Expectations Will Pressure Future Returns

IMCD's updated analyst price target has edged lower by a few euros, with recent revisions between about €103 and €122. These reflect analysts' mixed adjustments to growth, margin and P/E assumptions.
Actualización de narrativa Mar 31

IMCD: Lower Dividend And Reset Expectations Will Set Up Future Upside

The Analyst Price Target for IMCD has shifted lower to €107.68 from €126.46, reflecting analysts' updated views on slightly softer revenue growth, thinner profit margins and a lower future P/E multiple, supported by a series of recent price target cuts and one upward revision across major banks. Analyst Commentary Recent research shows a mix of optimism and caution around IMCD, with several banks trimming price targets and one raising them, which helps explain why the average target has reset closer to current expectations.
Actualización de narrativa Mar 17

IMCD: Sector Caution And Dividend Reset Will Shape Future Expectations

Analysts have trimmed the IMCD price target, with recent revisions clustering around €100 to €122. This reflects updated views on sector conditions and modest adjustments to revenue growth, discount rate and profit margin assumptions.
Actualización de narrativa Mar 03

IMCD: Sector Caution And New Partnership Will Shape Future Expectations

The analyst fair value estimate for IMCD has been adjusted from €82.00 to €75.00. Analysts cite recent price target changes across major banks, along with more cautious assumptions on discount rates, revenue growth, and margins, as the key drivers of the updated view.
Actualización de narrativa Feb 17

IMCD: Distribution Expansion And CFO Transition Will Support Future Re Rating

Analysts have trimmed their price targets for IMCD by about €14, citing slightly higher discount rate assumptions, revised profit margin expectations, and recent cautious sector views. These developments are reflected in lower price targets and a downgrade to Equal Weight.
Actualización de narrativa Feb 03

IMCD: Cautious Sector Outlook And New Partnership Will Shape Expectations

Analysts have reduced their fair value estimate for IMCD from €107.00 to €82.00. This reflects a lower future P/E assumption and a slightly reduced profit margin outlook, in line with recent Street research that has turned more cautious on chemical distribution and related services.
Actualización de narrativa Jan 20

IMCD: Distribution Deal And CFO Transition Will Support Sector Re Rating

Analysts have lowered their price target on IMCD to about €170.50 from roughly €176.73, citing a reset in sector expectations following cautious views on chemical distribution and a shift in preferred names within European business services. Analyst Commentary Recent research has shifted IMCD to a more neutral stance within European business services, with the rating moved to Equal Weight and the price target set at €100 from €139.
Artículo de análisis Jan 20

Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

Key Insights IMCD's estimated fair value is €148 based on 2 Stage Free Cash Flow to Equity Current share price of...
Actualización de narrativa Jan 06

IMCD: Share Pullback Will Set Up Upside Following New Outperform Coverage

Analysts have trimmed their fair value estimate for IMCD from €127.18 to €126.46, reflecting slightly softer assumptions for revenue growth and profit margin, even as some recent research, including new Outperform coverage, points to potential upside after the recent share pullback. Analyst Commentary Bullish Takeaways Bullish analysts view the recent share pullback as creating a more appealing entry point relative to their updated fair value and the new $72.50 price target.
Actualización de narrativa Dec 17

IMCD Will Likely Gain From New Distribution Deal And Leadership Transition

Analysts have trimmed their fair value estimate for IMCD to approximately €177 from about €182, reflecting slightly higher discount rate assumptions, more moderate revenue growth expectations, and a marginally lower future P/E, partially offset by a firmer margin outlook and recent supportive rating actions despite reduced price targets. Analyst Commentary Bullish analysts continue to frame IMCD as a quality compounder within the specialty chemicals distribution space, highlighting the recent share pullback as an opportunity rather than a sign of structural deterioration.
Actualización de narrativa Dec 03

IMCD: Share Pullback Will Offer Opportunity As New Outperform Ratings Emerge

The analyst price target for IMCD has been trimmed modestly from EUR 131.25 to about EUR 127.18, as analysts factor in slightly slower growth and margin assumptions, even as they highlight recent upgrades and new Outperform initiations as support for a still constructive outlook. Analyst Commentary Recent research updates point to a broadly constructive stance on IMCD, with most commentary emphasizing resilient fundamentals and an attractive entry point following the share price pullback, even as some valuation and macro risks are flagged.
Artículo de análisis Nov 27

Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

It's not a stretch to say that IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 17.6x right now seems...
Actualización de narrativa Nov 19

IMCD: Share Pullback Will Offer Opportunity As Revenue Momentum Builds

IMCD's analyst price target has been revised down from €138.04 to €131.25. Analysts cite moderate adjustments in fair value and market outlook, despite recent supportive coverage and an improved revenue growth forecast.
Artículo de análisis Nov 12

Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Nov 04

IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve

The analyst fair value estimate for IMCD has been reduced from EUR 142.43 to EUR 138.04. Analysts cite more cautious assumptions on long-term revenue growth and profit margin forecasts following recent price target adjustments in Street research.
Artículo de análisis Oct 28

At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

IMCD N.V. ( AMS:IMCD ), might not be a large cap stock, but it saw significant share price movement during recent...
Actualización de narrativa Oct 21

Analyst Commentary Highlights Mixed Views on IMCD Amid Minor Valuation Adjustments

Analysts have slightly lowered their fair value estimate for IMCD by less than 1 percent to approximately €142.43. This reflects minor adjustments in growth expectations and recent Street research supporting a cautiously positive outlook, despite recent target downgrades.
Artículo de análisis Oct 12

Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Actualización de narrativa Oct 03

Digitalization And M&A Will Expand Pharma And Consumer Markets

IMCD's analyst price target has decreased moderately, from €145.43 to €143.00, as analysts factor in slightly lower expected growth and a reduced profit margin outlook in recent industry assessments. Analyst Commentary Analyst opinions on IMCD remain divided as recent price target changes and rating updates reflect a mix of optimism regarding potential growth and caution due to evolving sector dynamics.
Actualización de narrativa Sep 04

Digitalization And M&A Will Expand Pharma And Consumer Markets

Analysts cite attractive valuation, improved capital allocation, and stabilizing end markets as supportive, but near-term earnings uncertainty and ongoing macroeconomic headwinds have kept IMCD’s consensus price target unchanged at €145.43. Analyst Commentary Valuation now seen as attractive, with shares offering growth at a reasonable price.
Artículo de análisis Sep 01

An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

Key Insights The projected fair value for IMCD is €170 based on 2 Stage Free Cash Flow to Equity IMCD is estimated to...
Artículo de análisis Aug 04

We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jul 21

There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 23.9x might make it look like a sell right now compared...
Artículo de análisis Jul 04

Return Trends At IMCD (AMS:IMCD) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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Nueva narrativa Nov 25

The Company'S Digital Upgrades And M&A Strategy Ignite Growth Potential Amid Challenges

Continued organic growth through commercial excellence and digital upgrades could boost future revenue and earnings.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Marcus Jordan en comparación con los beneficios de IMCD?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025€2m€771k

€218m

Sep 30 2025n/an/a

€242m

Jun 30 2025n/an/a

€267m

Mar 31 2025n/an/a

€272m

Dec 31 2024€2m€581k

€278m

Sep 30 2024n/an/a

€280m

Jun 30 2024n/an/a

€281m

Mar 31 2024n/an/a

€287m

Dec 31 2023€2m€521k

€292m

Sep 30 2023n/an/a

€290m

Jun 30 2023n/an/a

€289m

Mar 31 2023n/an/a

€301m

Dec 31 2022€1m€323k

€313m

Compensación vs. Mercado: La compensación total de Marcus($USD1.96M) está por debajo de la media de empresas de tamaño similar en el mercado Dutch ($USD3.56M).

Compensación vs. Ingresos: La compensación de Marcus ha sido consistente con los resultados de la empresa en el último año.


CEO

Marcus Jordan (52 yo)

4.1yrs
Permanencia
€1,725,000
Compensación

Mr. Marcus C. Jordan serves as Chief Executive Officer at IMCD N.V. since May 2025. He serves as Member of Management Board at IMCD N.V. since May 02, 2022 and served as its Chief Operating Officer since M...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Marcus Jordan
CEO & Member of Management Board4.1yrs€1.73m0.027%
€ 1.3m
Hans J. Kooijmans
CFO & Member of Management Board30.4yrs€1.47m0.067%
€ 3.2m
Andreas Igerl
Chief Commercial Officer & Member of Management Boardless than a yearsin datos0.027%
€ 1.3m
Tosca Holtland
Head of Investor Relationsno datasin datossin datos
Laurens Dalmijin
General Counselno datasin datossin datos
Muriel Werlé
Corporate Communications Directorno datasin datossin datos
Swapna Kattewar
Head of Global Regulatory Questionnaire Centreno datasin datossin datos
Arturo Hoyo
Managing Director of IMCD Mexico1.9yrssin datossin datos
Narendra Varde
Regional President Asia-Pacificno datasin datossin datos
Cecile Westerhuis
Company Secretaryno datasin datossin datos
3.0yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de IMCD se considera experimentado (3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Janus Smalbraak
Independent Chairman of Supervisory Board10.1yrs€113.00ksin datos
Stephan Nanninga
Independent Vice Chairman of the Supervisory Board8.1yrs€88.00ksin datos
R. Joosten
Member of Supervisory Boardless than a yearsin datossin datos
Willem Eelman
Independent Member of Supervisory Board4.1yrs€82.00ksin datos
Amy Hebert
Independent Member of Supervisory Board6yrs€85.00ksin datos
Dorthe Mikkelsen
Independent Member of Supervisory Board2.6yrs€74.00ksin datos
5.0yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de IMCD se considera experimentada (5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/24 06:42
Precio de las acciones al final del día2026/06/24 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 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

IMCD N.V. está cubierta por 22 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