IMCD Résultats passés
Passé contrôle des critères 2/6
IMCD a connu une croissance annuelle moyenne de ses bénéfices de 8.1%, tandis que le secteur Trade Distributors a vu ses bénéfices augmenter de en hausse à 0.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 9.4% par an. Le rendement des capitaux propres de IMCD est 10.7% et ses marges nettes sont de 4.5%.
Informations clés
8.07%
Taux de croissance des bénéfices
7.29%
Taux de croissance du BPA
| Trade Distributors Croissance de l'industrie | 18.43% |
| Taux de croissance des recettes | 9.44% |
| Rendement des fonds propres | 10.65% |
| Marge nette | 4.53% |
| Prochaine mise à jour des résultats | 29 Jul 2026 |
Mises à jour récentes des performances passées
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...
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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment IMCD gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Dec 25 | 4,805 | 218 | 568 | 0 |
| 30 Sep 25 | 4,822 | 242 | 566 | 0 |
| 30 Jun 25 | 4,839 | 267 | 563 | 0 |
| 31 Mar 25 | 4,793 | 272 | 551 | 0 |
| 31 Dec 24 | 4,747 | 278 | 539 | 0 |
| 30 Sep 24 | 4,653 | 280 | 527 | 0 |
| 30 Jun 24 | 4,559 | 281 | 514 | 0 |
| 31 Mar 24 | 4,511 | 287 | 503 | 0 |
| 31 Dec 23 | 4,463 | 292 | 491 | 0 |
| 30 Sep 23 | 4,527 | 290 | 490 | 0 |
| 30 Jun 23 | 4,590 | 289 | 489 | 0 |
| 31 Mar 23 | 4,606 | 301 | 486 | 0 |
| 31 Dec 22 | 4,622 | 313 | 483 | 0 |
| 30 Sep 22 | 4,357 | 296 | 460 | 0 |
| 30 Jun 22 | 4,091 | 279 | 436 | 0 |
| 31 Mar 22 | 3,772 | 243 | 412 | 0 |
| 31 Dec 21 | 3,453 | 207 | 387 | 0 |
| 30 Sep 21 | 3,257 | 184 | 370 | 0 |
| 30 Jun 21 | 3,060 | 162 | 353 | 0 |
| 31 Mar 21 | 2,924 | 141 | 342 | 0 |
| 31 Dec 20 | 2,787 | 120 | 332 | 0 |
| 30 Sep 20 | 2,752 | 114 | 324 | 0 |
| 30 Jun 20 | 2,717 | 108 | 316 | 0 |
| 31 Mar 20 | 2,711 | 108 | 308 | 0 |
| 31 Dec 19 | 2,705 | 108 | 300 | 0 |
| 30 Sep 19 | 2,670 | 109 | 295 | 0 |
| 30 Jun 19 | 2,636 | 111 | 290 | 0 |
| 31 Mar 19 | 2,512 | 105 | 277 | 0 |
| 31 Dec 18 | 2,389 | 100 | 264 | 0 |
| 30 Sep 18 | 2,260 | 94 | 250 | 0 |
| 30 Jun 18 | 2,131 | 88 | 235 | 0 |
| 31 Mar 18 | 2,022 | 83 | 222 | 0 |
| 31 Dec 17 | 1,912 | 77 | 209 | 0 |
| 30 Sep 17 | 1,840 | 77 | 200 | 0 |
| 30 Jun 17 | 1,768 | 76 | 191 | 0 |
| 31 Mar 17 | 1,743 | 75 | 187 | 0 |
| 31 Dec 16 | 1,718 | 73 | 183 | 0 |
| 30 Sep 16 | 1,706 | 71 | 179 | 0 |
| 30 Jun 16 | 1,693 | 69 | 175 | 0 |
| 31 Mar 16 | 1,615 | 65 | 169 | 0 |
| 31 Dec 15 | 1,537 | 62 | 163 | 0 |
| 30 Sep 15 | 1,465 | 57 | 155 | 0 |
| 30 Jun 15 | 1,392 | 53 | 148 | 0 |
Des revenus de qualité: IMCD a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de IMCD sont inférieures à celles de l'année dernière IMCD. (4.5%) sont inférieures à celles de l'année dernière (5.9%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de IMCD ont augmenté de 8.1% par an au cours des 5 dernières années.
Accélération de la croissance: IMCD a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: IMCD a enregistré une croissance négative de ses bénéfices ( -21.8% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Trade Distributors ( 2.8% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de IMCD ( 10.7% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 08:11 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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.
| Analyste | Institution |
|---|---|
| Gaurav Jain | Barclays |
| James Stewart | Barclays |
| Anil Shenoy | Barclays |