Indra Sistemas, S.A.

BME:IDR Rapport sur les actions

Capitalisation boursière : €10.1b

Indra Sistemas Gestion

Gestion contrôle des critères 1/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Josep Recasens

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur généralless than a year
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction2.8yrs
Durée moyenne du mandat des membres du conseil d'administration2.5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Sep 03

IDR: Future Re Rating Will Depend On Rising Spanish Defense Spending

Analysts have raised their price target on Indra Sistemas to €70 from €60, citing updated assumptions on fair value, discount rate, growth, profitability and P/E that reflect their latest view of Spanish defense spending trends. What’s in the News for Indra Sistemas Indra Sistemas, through Indra Group, has been commissioned by the Washington Metropolitan Area Transit Authority to renew the automatic ticket vending system across the entire Washington, D.C. subway network.
Article d’analyse • Jul 26

Indra Sistemas, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Investors in Indra Sistemas, S.A. ( BME:IDR ) had a good week, as its shares rose 8.9% to close at €53.36 following the...
Mise à jour du récit • Jun 28

IDR: Fair Outlook Balances New Transit Contract Wins And Higher Risk Assumptions

Analysts have raised their price target for Indra Sistemas from €41.40 to €50.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E levels as the main factors behind this change. What’s in the News for Indra Sistemas Indra Group has been commissioned by the Washington Metropolitan Area Transit Authority to renew the automatic ticket vending system across the U.S. capital’s entire subway network, with a contract that starts at $38.9 million and may reach $75 million including options.
Mise à jour du récit • Jun 14

IDR: Sovereign AI And Index Inclusion Will Drive Future Upside

Analysts have adjusted their price target on Indra Sistemas to €66.16 from €65.56, citing updated assumptions around revenue growth, profit margins, and a lower projected future P/E multiple. What's in the News Indra Sistemas is scheduled to hold a board meeting on May 26, 2026 to review the report of the Appointments, Remuneration and Corporate Governance Committee.
Mise à jour du récit • May 31

IDR: Sovereign AI Partnership Will Drive Future Upside Potential

Analysts have raised their price target for Indra Sistemas from €62.62 to €65.56, citing updated assumptions related to fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Board meeting scheduled for May 26, 2026, to review the report of the Appointments, Remuneration and Corporate Governance Committee, keeping governance topics in focus (Key Developments).
Mise à jour du récit • May 14

IDR: Elevated Index And Activist Hype Will Likely Restrain Further Repricing

Analysts have revised their fair value price target for Indra Sistemas from €33.14 to €41.40, citing updated assumptions on discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Indra Sistemas is being added to the FTSE All-World Index (USD), which can increase the stock’s visibility for global index and passive investors (Index Constituent Adds).
Article d’analyse • May 11

Shareholders Can Be Confident That Indra Sistemas' (BME:IDR) Earnings Are High Quality

Indra Sistemas, S.A. ( BME:IDR ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Mise à jour du récit • Apr 30

IDR: Future Re Rating Will Rely On Delivering 2026 Revenue And EBIT Targets

Analysts have trimmed their fair value estimate for Indra Sistemas from €85.00 to €80.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Indra Sistemas, S.A. is being added to the FTSE All-World Index (USD), which may increase the company’s visibility among global index-tracking investors (Index Constituent Adds).
Mise à jour du récit • Apr 15

IDR: TfL Ticketing Contract Will Drive Future Upside Potential

Analysts now set their price target for Indra Sistemas at about €62.62, up from roughly €59.29. This reflects updated views on fair value, discount rate and future P/E assumptions.
Mise à jour du récit • Apr 01

IDR: Future Re Rating Case Will Hinge On 2026 Execution Credentials

Analysts have lifted their price target on Indra Sistemas to €60 from €47, reflecting updated views on the company’s earnings outlook and sector positioning within European software and services ahead of 2026. Analyst Commentary The latest research frames the new €60 price target as part of a broader reset across European software and services into 2026.
Mise à jour du récit • Mar 18

IDR: Future Re Rating Case Centers On Execution Of Revised Profitability Assumptions

Analysts have lifted their price target on Indra Sistemas to €60 from €47, citing updated assumptions for fair value at €85, revised forecasts for revenue growth at 21.83% and profit margin at 7.31%, a discount rate of 10.57%, and a future P/E of 27.32x. Analyst Commentary Bullish analysts are pointing to the higher fair value assumption of €85 and the future P/E of 27.32x as signals that they still see meaningful upside potential in Indra Sistemas, even with the rating now set at Equal Weight.
Mise à jour du récit • Mar 04

IDR: Equal Weight Reset And TfL Contract Will Shape Measured Outlook

Narrative Update on Indra Sistemas Analysts have lifted their price target on Indra Sistemas to €59.29 from €55.10, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E after a recent sector wide review that also saw the stock downgraded to Equal Weight with a separate target of €60.00. Analyst Commentary Recent research on Indra Sistemas reflects a mixed view, with the share rating moved to Equal Weight while the price target was raised to €60 from €47 as part of a broader 2026 sector outlook review.
Mise à jour du récit • Feb 18

IDR: Equal Weight Shift And London Transport Deal Will Shape Balanced Outlook

Analysts have lifted their price target on Indra Sistemas to €60 from €47, aligning it with an updated fair value estimate of €55.10 and refreshed assumptions on discount rate, revenue growth and future P/E, even as the stock moves to an Equal Weight stance. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €60 price target as a sign that updated assumptions on revenue growth, discount rate and future P/E still support upside versus the prior €47 level.
Mise à jour du récit • Feb 04

IDR: Execution Risks Around London Contract Will Likely Restrain Further Repricing

Analysts have raised their price target for Indra Sistemas from €47 to €60, citing updated assumptions for revenue growth, profit margins, discount rates and a lower future P/E multiple in recent research. Analyst Commentary Recent research includes a downgrade of Indra Sistemas to Equal Weight with a higher price target of €60, up from €47, as part of a broader 2026 outlook on European software and services.
Mise à jour du récit • Jan 21

IDR: Neutral Rating Shift And London Contract Will Shape Balanced Outlook

Narrative Update on Indra Sistemas Analysts have lifted their fair value estimate for Indra Sistemas from €51.18 to €53.38, supported by fresh Street research that pairs higher price targets with more neutral ratings and slightly adjusted assumptions for the discount rate, revenue growth and future P/E. Analyst Commentary Recent Street research on Indra Sistemas presents a mixed picture, with price targets moving higher while ratings sit closer to the middle of the scale.
Article d’analyse • Jan 16

Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

Despite an already strong run, Indra Sistemas, S.A. ( BME:IDR ) shares have been powering on, with a gain of 25% in the...
Mise à jour du récit • Jan 07

IDR: Neutral Rating Shift And Hispasat Decision Will Support Balanced Outlook

Analysts have inched their price target for Indra Sistemas to €51.18, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions that align with the recent upgrade to Neutral and the €46 target cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a Neutral rating as recognition that previous concerns may now be more fairly reflected in the current share price, reducing the perceived valuation gap.
Mise à jour du récit • Dec 15

IDR: Future Order Pipeline And Margin Plans Will Support Balanced Outlook

Analysts have nudged their price target on Indra Sistemas higher by EUR 0.56 to EUR 51.18, citing slightly stronger expectations for revenue growth, margins, and valuation multiples. The revision is supported by recent research arguing the shares have become too cheap to ignore and no longer warrant an underperform stance.
Article d’analyse • Dec 04

These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit • Dec 01

IDR: Upgraded Ratings and Rising Margins Will Drive Renewed Bullish Momentum

Indra Sistemas’ analyst consensus price target has been raised slightly, from €50.19 to €50.61. Analysts cite improved profit margins and recent positive sentiment upgrades.
Mise à jour du récit • Nov 17

IDR: Cautious Optimism Expected to Balance Opportunities and Ongoing Risks

Indra Sistemas saw its analyst price target rise from €47.92 to €50.19 as analysts cited stronger revenue growth expectations, a lower discount rate, and a generally improved outlook from recent upgrades and new coverage. Analyst Commentary Recent street research on Indra Sistemas reflects a shift in sentiment, with upgrades and new coverage prompting a closer look at the company’s valuation and prospects.
Mise à jour du récit • Nov 02

IDR: Continued U S Mobility Expansion Will Shape Balanced Risk Reward Outlook

Indra Sistemas' analyst price target has risen from €41.66 to €47.92. This change reflects analysts' increased optimism on revenue growth and profit margins following recent upgrades and positive coverage.
Mise à jour du récit • Oct 17

European Defense Spending And AI Adoption Will Unlock Opportunities

Indra Sistemas' analyst price target has been raised from €40.75 to €41.66, as analysts cite continued undervaluation of shares and a slight improvement in profit margin forecasts. Analyst Commentary Analysts remain positive on Indra Sistemas, supported by recent coverage and upward revisions in price targets.
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Nouveau récit • Dec 30

Acquisitions Of Deimos And TESS Defence Propel Growth In Space And Defense Markets

Acquisitions in space and defense sectors enhance capabilities and position Indra for increased profitability and revenue growth.

PDG

Josep Recasens

less than a year
Titularisation

Mr. Josep Maria Recasens is Chief Executive & Director of Indra Sistemas, S.A. from May 26, 2026. Mr. Recasens served as Senior Vice President of Strategy and Business Development at Renault SA since July...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Josep Recasens
Chief Executive & Directorless than a yearpas de donnéespas de données
Miguel Garau
Chief Financial Officer2yrspas de donnéespas de données
Manuel García
Chief Technology Officer1.5yrspas de donnéespas de données
Ezequiel Nieto Baquera
Head of Investor Relations11.5yrspas de donnéespas de données
David Santos
Chief Legal Officer3.7yrspas de donnéespas de données
Maria del Carmen Moneva
Chief HR Officerno datapas de donnéespas de données
Luis Figueroa García
Head of IT Delivery & Productionno datapas de donnéespas de données
Borja Ochoa Gil
Head of Defence & Securityno datapas de donnéespas de données
Raul Ripio
Managing Director of Mobilityno datapas de donnéespas de données
Manuel Ausaverri
Chief Strategy Officer3.7yrspas de donnéespas de données
Luis Hernando
Managing Director of Minsaitno datapas de donnéespas de données
Juan Pedro Veiga
International Managing Directorno datapas de donnéespas de données
2.8yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de IDR est considérée comme expérimentée (ancienneté moyenne 2.8 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Josep Recasens
Chief Executive & Directorless than a yearpas de donnéespas de données
Fernando Fernandez-Tapias
Member of the Advisory Boardno datapas de donnéespas de données
Belen Corbi
Independent Director3.9yrs€207.00kpas de données
Julian Garcia Vargas
Member of the Advisory Boardno datapas de donnéespas de données
Sergio Serrano Sánchez
Member of the Advisory Boardno datapas de donnéespas de données
Angel Simon Grimaldos
Chairmanless than a yearpas de donnéespas de données
Santiago de Torres
Member of the Advisory Boardno datapas de donnéespas de données
Emilio Saracho Rodríguez de Torres
Member of the Advisory Boardno datapas de donnéespas de données
Juan Costa
Member of the Advisory Boardno datapas de donnéespas de données
Bernardo Villazan Gil
Independent Director3.9yrs€185.45kpas de données
Virginia Peralta
Deputy Chair & Lead Independent Director3.9yrs€176.00kpas de données
Eva Fernandez Gongora
Independent Director1.2yrs€92.00kpas de données
2.5yrs
Durée moyenne de l'emploi
69yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la IDR n'est pas considéré comme expérimenté ( 2.5 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/10 15:12
Cours de l'action en fin de journée2026/09/10 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Indra Sistemas, S.A. est couverte par 30 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander