Annonce • May 22
Sofina Société Anonyme announces Annual dividend, payable on May 29, 2026 Sofina Société Anonyme announced Annual dividend of EUR 2.5620 per share payable on May 29, 2026, ex-date on May 27, 2026 and record date on May 28, 2026. Annonce • Apr 11
Sofina Société Anonyme, Annual General Meeting, May 13, 2026 Sofina Société Anonyme, Annual General Meeting, May 13, 2026, at 15:00 Romance Standard Time. New Risk • Mar 28
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 58% Last year net profit margin: 95% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (58% net profit margin). Annonce • Mar 24
Sofina Société Anonyme to Report Fiscal Year 2026 Results on Mar 24, 2027 Sofina Société Anonyme announced that they will report fiscal year 2026 results on Mar 24, 2027 New Risk • Mar 23
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Annonce • Oct 30
Terumo Corporation (TSE:4543) completed the acquisition of remaining 99.5% stake in OrganOx Limited from a group of shareholders. Terumo Corporation (TSE:4543) has entered into a definitive agreement to acquire remaining 99.5% stake in OrganOx Limited from a group of shareholders for $1.5 billion on August 23, 2025. Upon completion of the transaction, OrganOx will become a wholly owned subsidiary of Terumo. The transaction will be funded from cash on hand and borrowings.
For the period ending December 31, 2024, OrganOx Limited reported total revenue of $69.14 million and EBIT of $9.01 million. As of December 31, 2024, OrganOx Limited reported total assets of $96.9 million and total common equity of $71.56 million.
The transaction is subject to approval by regulatory board / committee. The transaction is expected to close in FY2025.
Perella Weinberg Partners and Piper Sandler served as OrganOx’s financial advisors and Robbie McLaren, Ross McAloon, Charles Ruck, Elizabeth Richards, Betty Pang, Chad Jennings, Sean Finn, Maj Vaseghi, Kendall Burnett, Hector Armengod, Patrick English, Catherine Hein and Philipp Studt of Latham & Watkins acted as legal counsel to OrganOx in this transaction.
Terumo Corporation (TSE:4543) completed the acquisition of remaining 99.5% stake in OrganOx Limited from a group of shareholders on October 29, 2025. Annonce • Sep 04
Sofina Société Anonyme to Report First Half, 2026 Results on Sep 03, 2026 Sofina Société Anonyme announced that they will report first half, 2026 results on Sep 03, 2026 Annonce • Aug 25
Terumo Corporation (TSE:4543) has entered into a definitive agreement to acquire 99.5% stake in OrganOx Limited from a group of shareholders in a transaction valued at $1.5 billion. Terumo Corporation (TSE:4543) has entered into a definitive agreement to acquire 99.5% stake in OrganOx Limited from a group of shareholders in a transaction valued at $1.5 billion on August 23, 2025. Upon completion of the transaction, OrganOx will become a wholly owned subsidiary of Terumo.
For the period ending December 31, 2024, OrganOx Limited reported total revenue of $69.14 million and EBIT of $9.01 million. As of December 31, 2024, OrganOx Limited reported total assets of $96.9 million and total common equity of $71.56 million.
The transaction is subject to approval by regulatory board / committee.
Perella Weinberg Partners and Piper Sandler served as OrganOx’s financial advisors and Latham & Watkins acted as legal counsel to OrganOx in this transaction. Upcoming Dividend • May 14
Upcoming dividend of €2.45 per share Eligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is a comfortable 8.6% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (2.8%). Annonce • Apr 25
Proeduca Summa, S.L., Renta Genova, S.L., Asua Inversiones, S.L., Portobello Capital Gestión, SGEIC, S.A. and Sofina Société Anonyme (ENXTBR:SOF) proposed to acquire 7.09% stake in Proeduca Altus, S.A. (BME:PRO) for approximately €110 million. Proeduca Summa, S.L., Renta Genova, S.L., Asua Inversiones, S.L., Portobello Capital Gestión, SGEIC, S.A. and Sofina Société Anonyme (ENXTBR:SOF) proposed to acquire 7.09% stake in Proeduca Altus, S.A. (BME:PRO) for approximately €110 million on April 24, 2025. A cash consideration valued at €34.01 per share will be paid by Proeduca Summa, S.L., Renta Genova, S.L., Asua Inversiones, S.L., Portobello Capital Gestión, SGEIC, S.A. and Sofina Société Anonyme. As part of consideration, an undisclosed value is paid towards common equity of Proeduca Altus, S.A. The proposed price for the offer is €34.01 per share, valuing the Proeduca Altus at approximately €1.536 billion. The transaction is subject to Proeduca Altus shareholders approval. Ernst & Young Transaction Advisory Services España acted as fairness opinion provider to Proeduca Altus, S.A. Annonce • Mar 27
Sofina Société Anonyme to Report Fiscal Year 2025 Final Results on Mar 26, 2026 Sofina Société Anonyme announced that they will report fiscal year 2025 final results on Mar 26, 2026 Annonce • Apr 04
Sofina Société Anonyme, Annual General Meeting, May 08, 2025 Sofina Société Anonyme, Annual General Meeting, May 08, 2025. Annonce • Mar 29
Sofina Société Anonyme to Report Fiscal Year 2024 Results on Mar 26, 2025 Sofina Société Anonyme announced that they will report fiscal year 2024 results on Mar 26, 2025 New Risk • Mar 23
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 22% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Annonce • Jan 23
Sofina Société Anonyme to Report First Half, 2024 Results on Sep 05, 2024 Sofina Société Anonyme announced that they will report first half, 2024 results on Sep 05, 2024 Annonce • Dec 20
Proofpoint, Inc. acquire Tessian Limited. Proofpoint, Inc. entered into a definitive agreement to acquire Tessian Limited on October 30, 2023. Tessian’s solutions are expected to become part of Proofpoint’s offering upon the closing of the acquisition. The acquisition is expected to close in late 2023 to early 2024, subject to customary closing conditions, including any required regulatory approvals. Piper Sandler Ltd. acted as financial advisor to Tessian Limited. Vincent Bergin, Peter Stach, P.C., Andrew Struckmeyer, David Higgins, Corey D. Fox, P.C., Bradley C. Reed, P.C., John Patten, Peter Abbott, Matthew Sinclair-Thomson, Kirsteen Nicol, Katherine C. Nemeth, Michael Falk, P.C., Sydney Jones and Jackson Phinney of Kirkland & Ellis International LLP and Kirkland & Ellis LLP acted as legal advisor to Proofpoint. The transaction is closed on December 19, 2023.Proofpoint, Inc. completed the acquisition of Tessian Limited on December 19, 2023. Upcoming Dividend • May 05
Upcoming dividend of €2.27 per share at 1.6% yield Eligible shareholders must have bought the stock before 12 May 2023. Payment date: 16 May 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Austrian dividend payers (5.2%). Lower than average of industry peers (2.6%). Valuation Update With 7 Day Price Move • May 26
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €220, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 10x in the Diversified Financial industry in Europe. Total returns to shareholders of 30% over the past three years. Upcoming Dividend • May 06
Upcoming dividend of €2.19 per share Eligible shareholders must have bought the stock before 13 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 4.1% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Austrian dividend payers (4.7%). Lower than average of industry peers (2.6%). Annonce • May 14
Sofina Reportedly in Advanced Stage of Negotiations to Lead New Funding Round in Mamaearth Sofina Société Anonyme (ENXTBR:SOF) is at an advanced stage of negotiations to lead a new funding round in Honasa Consumer Pvt Ltd. (Mamaearth), according to two people in the know of the matter. The fresh infusion of capital will likely value the direct-to-consumer (D2C) brand at about $700 million from around $200 million in 2020, indicating continued investor interest in D2C brands overall. Sofina is believed to have already picked up a stake in Mamaearth through a secondary share sale, a process where the money does not flow into the company directly but goes to investors selling their stakes. "There has been a recent secondary sale including from their (Mamaearth) staff as well as from Sofina which has picked up a stake. Sofina is now leading the round which will be finalised by May 2021," one of the people said on condition of anonymity. Kedaara Capital Investment Managers Limited had also held talks with Mamaearth, but it was not immediately clear whether it would participate in the new round, said two people in the know. Mamaearth's Cofounder Varun Alagh declined to comment. Sofina and Kedaara Capital did not respond to emails till press time May 13, 2021. Annonce • Feb 04
AppLovin Corporation entered into a definitive agreement to acquire adjust GmbH. AppLovin Corporation entered into a definitive agreement to acquire adjust GmbH on February 3, 2021. Adjust will retain its unique brand and culture and continue to operate as a distinct company. The closing of the acquisition is subject to customary (stockholder and regulatory) approvals and antitrust approval. Kris Withrow, Nancy Chen,Joseph Schenck, James Koenig, Mark Ostrau, Will Skinner and Ryan Slunaker of Fenwick & West LLP acted as legal advisors for AppLovin. Citi acted as financial advisor to AppLovin. Noerr and Paul, Weiss, Rifkind, Wharton & Garrison LLP as legal advisors for Adjust. Is New 90 Day High Low • Feb 03
New 90-day high: €287 The company is up 22% from its price of €235 on 04 November 2020. The Austrian market is up 35% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Diversified Financial industry, which is up 17% over the same period. Is New 90 Day High Low • Dec 29
New 90-day high: €276 The company is up 18% from its price of €234 on 30 September 2020. The Austrian market is up 29% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Diversified Financial industry, which is up 12% over the same period. Is New 90 Day High Low • Nov 17
New 90-day high: €262 The company is up 7.0% from its price of €244 on 19 August 2020. The Austrian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Diversified Financial industry, which is up 8.0% over the same period. Is New 90 Day High Low • Oct 29
New 90-day low: €224 The company is down 4.0% from its price of €234 on 30 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Diversified Financial industry, which is down 1.0% over the same period. 
