IMCD N.V.

ENXTAM:IMCD Rapport sur les actions

Capitalisation boursière : €5.3b

IMCD Gestion

Gestion contrôle des critères 4/4

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

Informations clés

Marcus Jordan

Directeur général

€1.7m

Rémunération totale

Pourcentage du salaire du PDG44.70%
Durée du mandat du directeur général4yrs
Propriété du PDG0.03%
Durée moyenne d'occupation des postes de direction2.9yrs
Durée moyenne du mandat des membres du conseil d'administration5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.

Analyse de la rémunération des PDG

Comment la rémunération de Marcus Jordan a-t-elle évolué par rapport aux bénéfices de IMCD?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Marcus ($USD 2.00M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché Dutch ($USD 3.61M ).

Rémunération et revenus: La rémunération de Marcus a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Marcus Jordan (51 yo)

4yrs
Titularisation
€1,725,000
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Marcus Jordan
CEO & Member of Management Board4yrs€1.73m0.027%
€ 1.4m
Hans J. Kooijmans
CFO & Member of Management Board30.3yrs€1.47m0.067%
€ 3.5m
Andreas Igerl
Chief Commercial Officer & Member of Management Boardless than a yearpas de données0.027%
€ 1.4m
Tosca Holtland
Head of Investor Relationsno datapas de donnéespas de données
Laurens Dalmijin
General Counselno datapas de donnéespas de données
Muriel Werlé
Corporate Communications Directorno datapas de donnéespas de données
Swapna Kattewar
Head of Global Regulatory Questionnaire Centreno datapas de donnéespas de données
Arturo Hoyo
Managing Director of IMCD Mexico1.8yrspas de donnéespas de données
Narendra Varde
Regional President Asia-Pacificno datapas de donnéespas de données
Cecile Westerhuis
Company Secretaryno datapas de donnéespas de données
2.9yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de IMCD est considérée comme expérimentée (ancienneté moyenne 2.9 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Janus Smalbraak
Independent Chairman of Supervisory Board10yrs€113.00kpas de données
Stephan Nanninga
Independent Vice Chairman of the Supervisory Board8yrs€88.00kpas de données
R. Joosten
Member of Supervisory Boardless than a yearpas de donnéespas de données
Willem Eelman
Independent Member of Supervisory Board4yrs€82.00kpas de données
Amy Hebert
Independent Member of Supervisory Board5.9yrs€85.00kpas de données
Dorthe Mikkelsen
Independent Member of Supervisory Board2.5yrs€74.00kpas de données
5.0yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de IMCD sont considérés comme expérimentés (ancienneté moyenne 5 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/28 17:46
Cours de l'action en fin de journée2026/05/28 00:00
Les revenus2025/12/31
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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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

IMCD N.V. est couverte par 23 analystes. 12 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
Gaurav JainBarclays
James StewartBarclays
Anil ShenoyBarclays