Tessenderlo Group NV

Report azionario ENXTBR:TESB

Capitalizzazione di mercato: €1.2b

Tessenderlo Group Gestione

Criteri Gestione verificati 4/4

Tessenderlo Group Il CEO è Luc Tack, nominato in Dec2013, ha un mandato di 12.42 anni. possiede direttamente 61.25% delle azioni della società, per un valore di € 760.56M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.4 anni e 3 anni.

Informazioni chiave

Luc Tack

Amministratore delegato

€53.0k

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO12.4yrs
Proprietà del CEO61.2%
Durata media del management7.4yrs
Durata media del Consiglio di amministrazione3yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi May 03

Shareholders May Be A Little Conservative With Tessenderlo Group NV's (EBR:TESB) CEO Compensation For Now

Under the guidance of CEO Luc Tack, Tessenderlo Group NV ( EBR:TESB ) has performed reasonably well recently. As...

Recent updates

Aggiornamento della narrazione May 02

TESB: Special Meeting And Stable Assumptions Will Support Future Upside Potential

Analysts have kept their €25.5 price target for Tessenderlo Group unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Tessenderlo Group has scheduled a Special and Extraordinary Shareholders Meeting for May 12, 2026, at 10:00 Romance Standard Time.
Nuova narrazione Apr 19

Green Fertilizers And Protein Demand Will Support A Stronger Long Term Tessenderlo Outlook

Catalysts About Tessenderlo Group Tessenderlo Group is a diversified industrial group active in agro, bio valorization, industrial solutions, machinery and energy. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Apr 18

TESB: Special Meeting And Lower P E Assumptions Will Drive Upside Potential

Analysts have trimmed their price target on Tessenderlo Group from €26.00 to €25.50. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
Nuova narrazione Apr 04

Fertilizer And Biogas Projects Will Face Execution Risks While Long Term Demand Trends Improve

Catalysts About Tessenderlo Group Tessenderlo Group operates a diversified portfolio of agro, bio valorization, industrial, machinery and power generation businesses across Europe and North America. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Apr 04

TESB: Higher Future P E Assumptions Will Support Stronger Upside Potential

Analysts have adjusted their price target on Tessenderlo Group from €28.33 to €26.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: revised from €28.33 to €26.00, a reduction of around 8% in the central estimate.
Articolo di analisi Jan 16

Tessenderlo Group (EBR:TESB) Could Be Struggling To Allocate Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Articolo di analisi Nov 26

An Intrinsic Calculation For Tessenderlo Group NV (EBR:TESB) Suggests It's 22% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tessenderlo Group fair value estimate is €34.04 Current share...
Articolo di analisi Nov 02

Subdued Growth No Barrier To Tessenderlo Group NV's (EBR:TESB) Price

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Chemicals industry in Belgium, you could be...
Articolo di analisi Oct 15

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 08

Tessenderlo Group (EBR:TESB) Might Be Having Difficulty Using Its Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Articolo di analisi Jun 23

Here's Why Tessenderlo Group (EBR:TESB) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Apr 29

Market Participants Recognise Tessenderlo Group NV's (EBR:TESB) Earnings

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
Articolo di analisi Apr 03

Tessenderlo Group's (EBR:TESB) Anemic Earnings Might Be Worse Than You Think

Despite Tessenderlo Group NV's ( EBR:TESB ) recent earnings report having lackluster headline numbers, the market...
Articolo di analisi Mar 22

Calculating The Intrinsic Value Of Tessenderlo Group NV (EBR:TESB)

Key Insights The projected fair value for Tessenderlo Group is €29.44 based on 2 Stage Free Cash Flow to Equity...
User avatar
Nuova narrazione Feb 09

Defiance And Thio-Sul Plant Launches Will Expand Chemical Production Capacity

Strategic investments in production capacity expansion for chemicals and fertilizers aim to solidify market leadership and drive future revenue growth.
Articolo di analisi Dec 14

Capital Allocation Trends At Tessenderlo Group (EBR:TESB) Aren't Ideal

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Nov 13

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Oct 20

Tessenderlo Group NV (EBR:TESB) Not Flying Under The Radar

Tessenderlo Group NV's ( EBR:TESB ) price-to-earnings (or "P/E") ratio of 17.7x might make it look like a sell right...
Articolo di analisi Sep 28

Tessenderlo Group NV (EBR:TESB) Shares Could Be 27% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tessenderlo Group fair value estimate is €35.18 Tessenderlo...
Articolo di analisi Jun 07

We Think Tessenderlo Group (EBR:TESB) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi May 04

Is There An Opportunity With Tessenderlo Group NV's (EBR:TESB) 26% Undervaluation?

Key Insights Tessenderlo Group's estimated fair value is €32.76 based on 2 Stage Free Cash Flow to Equity Tessenderlo...
Articolo di analisi Apr 13

Weak Statutory Earnings May Not Tell The Whole Story For Tessenderlo Group (EBR:TESB)

The market wasn't impressed with the soft earnings from Tessenderlo Group NV ( EBR:TESB ) recently. We did some further...
Articolo di analisi Mar 30

Tessenderlo Group NV (EBR:TESB) Just Reported And Analysts Have Been Cutting Their Estimates

Last week, you might have seen that Tessenderlo Group NV ( EBR:TESB ) released its full-year result to the market. The...
Articolo di analisi Mar 22

Returns Are Gaining Momentum At Tessenderlo Group (EBR:TESB)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Articolo di analisi Dec 11

Returns On Capital Are Showing Encouraging Signs At Tessenderlo Group (EBR:TESB)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Nov 01

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Mar 31

Tessenderlo Group's (EBR:TESB) Profits Appear To Have Quality Issues

The market shrugged off Tessenderlo Group NV's ( EBR:TESB ) solid earnings report. We did some digging and believe...
Articolo di analisi Mar 25

Tessenderlo Group (EBR:TESB) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jan 03

Here's Why We Think Tessenderlo Group (EBR:TESB) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Nov 24

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Sep 27

Here's Why We Think Tessenderlo Group (EBR:TESB) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Mar 28

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Dec 15

Tessenderlo Group (EBR:TESB) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Sep 02

Here's Why Tessenderlo Group (EBR:TESB) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Aug 12

Are Investors Undervaluing Tessenderlo Group NV (EBR:TESB) By 37%?

How far off is Tessenderlo Group NV ( EBR:TESB ) from its intrinsic value? Using the most recent financial data, we'll...
Articolo di analisi May 24

Does Tessenderlo Group (EBR:TESB) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi May 03

Shareholders May Be A Little Conservative With Tessenderlo Group NV's (EBR:TESB) CEO Compensation For Now

Under the guidance of CEO Luc Tack, Tessenderlo Group NV ( EBR:TESB ) has performed reasonably well recently. As...
Articolo di analisi Apr 15

Tessenderlo Group NV (EBR:TESB) Shares Could Be 27% Below Their Intrinsic Value Estimate

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Tessenderlo Group NV...
Articolo di analisi Mar 28

Tessenderlo Group NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Tessenderlo Group NV ( EBR:TESB ) filed its yearly result this time last week. The...
Articolo di analisi Feb 11

Are Robust Financials Driving The Recent Rally In Tessenderlo Group NV's (EBR:TESB) Stock?

Tessenderlo Group (EBR:TESB) has had a great run on the share market with its stock up by a significant 16% over the...
Articolo di analisi Dec 22

What Type Of Shareholders Make Up Tessenderlo Group NV's (EBR:TESB) Share Registry?

If you want to know who really controls Tessenderlo Group NV ( EBR:TESB ), then you'll have to look at the makeup of...
Articolo di analisi Dec 04

The Tessenderlo Group (EBR:TESB) Share Price Has Gained 24% And Shareholders Are Hoping For More

When we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...
Articolo di analisi Aug 05

Declining Stock and Decent Financials: Is The Market Wrong About Tessenderlo Group NV (EBR:TESB)?

With its stock down 4.4% over the past month, it is easy to disregard Tessenderlo Group (EBR:TESB). However, the...
Articolo di analisi Jun 17

Read This Before You Buy Tessenderlo Group NV (EBR:TESB) Because Of Its P/E Ratio

This article is for investors who would like to improve their understanding of price to earnings ratios (P/E ratios...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Luc Tack rispetto agli utili di Tessenderlo Group?
DataCompenso totaleStipendioUtili della società
Dec 31 2025€53kn/a

-€81m

Sep 30 2025n/an/a

-€54m

Jun 30 2025n/an/a

-€27m

Mar 31 2025n/an/a

€8m

Dec 31 2024€54kn/a

€43m

Sep 30 2024n/an/a

€66m

Jun 30 2024n/an/a

€90m

Mar 31 2024n/an/a

€100m

Dec 31 2023€56kn/a

€110m

Sep 30 2023n/an/a

€127m

Jun 30 2023n/an/a

€144m

Mar 31 2023n/an/a

€185m

Dec 31 2022€43kn/a

€227m

Sep 30 2022n/an/a

€241m

Jun 30 2022n/an/a

€254m

Mar 31 2022n/an/a

€221m

Dec 31 2021€37kn/a

€188m

Sep 30 2021n/an/a

€149m

Jun 30 2021n/an/a

€110m

Mar 31 2021n/an/a

€105m

Dec 31 2020€1m€648k

€99m

Sep 30 2020n/an/a

€118m

Jun 30 2020n/an/a

€136m

Mar 31 2020n/an/a

€116m

Dec 31 2019€1m€632k

€96m

Compensazione vs Mercato: La retribuzione totale di Luc ($USD 61.64K ) è inferiore alla media delle aziende di dimensioni simili nel mercato Belgian ($USD 1.27M ).

Compensazione vs guadagni: La retribuzione di Luc è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Luc Tack (64 yo)

12.4yrs
Mandato
€53,000
Compensazione

Mr. Luc Tack has been Chief Executive Officer of Tessenderlo Group NV (formerly known as Tessenderlo Chemie NV) since December 18, 2013 and its Executive Director since November 13, 2013. Mr. Tack has been...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Luc Tack
CEO & Executive Director12.4yrs€53.00k61.25%
€ 760.6m
Miguel Potter
CFO & Investor Relations2.3yrsNessun datoNessun dato
John Van Essche
Compliance Officer & Legal Counselno dataNessun datoNessun dato
Sandra Hoeylaerts
Chief Transformation Officer2.3yrsNessun datoNessun dato
Anne Van Walleghem
Secretary16.3yrsNessun datoNessun dato
7.4yrs
Durata media

Gestione esperta: Il team dirigenziale di TESB è esperto e expertise (durata media dell'incarico 7.4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Luc Tack
CEO & Executive Director12.5yrs€53.00k61.25%
€ 760.6m
Patrick Steverlynck
Non-Executive Director3yrs€55.00k7.52%
€ 93.4m
Ann Vereecke
Independent Non-Executive Director3yrs€56.00kNessun dato
Sebastia Pons
Independent Non-Executive Director1yr€33.42kNessun dato
Wouter Geest
Independent Non-Executive Chairman5yrs€99.00kNessun dato
Laurie Tack
Non-Executive Director3yrs€56.85kNessun dato
Roseline Braet
?Non-Executive Director1yr€35.42kNessun dato
Beatrice Bruey
Independent Non-Executive Directorless than a yearNessun datoNessun dato
3.0yrs
Durata media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TESB sono considerati esperti (durata media dell'incarico 3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 01:48
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Tessenderlo Group NV è coperta da 5 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mark GevensBNP Paribas
Frank ClaassenDegroof Petercam
Oliver ReiffDeutsche Bank