Aurubis AG

Report azionario XTRA:NDA

Capitalizzazione di mercato: €9.0b

Aurubis Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Tony Haag

Amministratore delegato

€1.3m

Compenso totale

Percentuale dello stipendio del CEO50.13%
Mandato del CEO1.7yrs
Proprietà del CEOn/a
Durata media del management1.7yrs
Durata media del Consiglio di amministrazione7.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 14

Analysts Have Made A Financial Statement On Aurubis AG's (ETR:NDA) Second-Quarter Report

It's been a good week for Aurubis AG ( ETR:NDA ) shareholders, because the company has just released its latest...
Aggiornamento della narrazione May 07

NDA: Higher Revenue Assumptions And Earnings Visibility Will Support Future Re Rating

Narrative update on Aurubis The analyst fair value estimate for Aurubis has moved from €200 to €218, reflecting updated views on revenue growth, margins and P/E assumptions following recent price target changes and rating moves cited by analysts. Analyst Commentary Recent Street research on Aurubis has been mixed, with both target price revisions and rating changes.
Aggiornamento della narrazione Apr 22

NDA: Rising Execution Risks Will Cap Benefits Of Upgraded Earnings Guidance

Aurubis' analyst fair value estimate has moved from about €95.43 to €160.50, as analysts factor in updated price targets from Deutsche Bank and Morgan Stanley, alongside mixed rating changes that reflect differing views on the company’s growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on Aurubis points to a split view, with some analysts lifting price targets and ratings while others turn more cautious.
Aggiornamento della narrazione Apr 08

NDA: Higher Earnings Guidance Will Likely Clash With Rising Execution Risks

Aurubis’ analyst price target has been updated to €99.00. The change is supported by recent target increases from multiple firms and by analyst expectations reflected in adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
Aggiornamento della narrazione Mar 25

NDA: Higher Earnings Guidance And Execution Risks Will Likely Restrain Future Returns

Narrative Update on Aurubis The updated analyst price target for Aurubis has moved to €99.00, with analysts pointing to revised revenue growth assumptions and slightly adjusted discount rate and future P/E inputs as key drivers of the change. Analyst Commentary Recent Street research on Aurubis has centered on valuation assumptions and the sustainability of the earnings profile that underpins price targets around €99.00.
Aggiornamento della narrazione Mar 11

NDA: Higher Discount Rate Sensitivity Will Likely Restrain Future Share Returns

Narrative Update The analyst fair value estimate for Aurubis has shifted from €78.00 to €99.00. Analysts attribute this change to updated assumptions on discount rates, revenue growth, profit margins and future P/E, supported by recent price target increases from major firms.
Aggiornamento della narrazione Feb 24

NDA: Rising Earnings Power And Higher Dividend Will Support Re-Rating

Aurubis' analyst fair value estimate has shifted from €120.00 to €200.00. Analysts cite recent target price increases from major banks, alongside updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations.
Aggiornamento della narrazione Feb 10

NDA: Higher Future P/E Assumptions Will Likely Restrain Share Price

Analysts have lifted their price targets on Aurubis by between €13 and €28, citing updated assumptions on discount rates, growth and margins, as well as a higher future P/E multiple. Analyst Commentary Recent research on Aurubis highlights that the higher price targets are closely linked to updated modelling on discount rates, expected growth and margin assumptions, and a willingness to apply a higher future P/E multiple.
Aggiornamento della narrazione Jan 27

NDA: Execution Risks And Lower P/E Assumptions Will Likely Restrain Share Price

Analysts have raised their price target on Aurubis by €28, citing updated assumptions on revenue growth, profit margins, and a lower future P/E as key drivers of the change. Analyst Commentary Recent research points to a more cautious tone from some bearish analysts, even alongside the higher price target.
Articolo di analisi Jan 16

There's No Escaping Aurubis AG's (ETR:NDA) Muted Earnings Despite A 25% Share Price Rise

Despite an already strong run, Aurubis AG ( ETR:NDA ) shares have been powering on, with a gain of 25% in the last...
Aggiornamento della narrazione Jan 11

NDA: Higher Dividend And Copper Offtake Agreement Will Support Balanced Outlook

Analysts have raised their price target on Aurubis from €110 to €120, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E of 13.27x versus the prior 18.58x. What's in the News Aurubis AG plans to propose a dividend of €1.60 per share for fiscal 2024/25, compared with €1.50 per share previously.
Articolo di analisi Jan 05

Is Aurubis AG (ETR:NDA) Trading At A 34% Discount?

Key Insights Aurubis' estimated fair value is €190 based on 2 Stage Free Cash Flow to Equity Aurubis is estimated to be...
Aggiornamento della narrazione Dec 17

NDA Risks Around Major Investment Projects Will Likely Cap Share Price Upside

Narrative Update on Aurubis The analyst price target for Aurubis has been raised from EUR 60 to EUR 78. This reflects analysts' expectations for stronger revenue growth, improved profit margins, and a more attractive future valuation multiple.
Aggiornamento della narrazione Dec 03

NDA: Rising Project Execution Risks Will Pressure Margins Despite Recent Optimism

Analysts have nudged their price target on Aurubis higher to about EUR 95.43 from EUR 94.29, citing a slightly richer fair value and marginally higher long term valuation multiples reflected in recent Street research target increases and rating adjustments. Analyst Commentary Recent valuation changes reflect a more constructive stance on Aurubis near term, even as expectations moderate from previously more optimistic levels.
Aggiornamento della narrazione Nov 19

NDA: Rising Discount Rate Will Weigh On Margins Amid Uncertainties

Aurubis' analyst price target has been raised slightly from €93.29 to €94.29. This adjustment reflects analysts' expectations of modest improvements in revenue growth and profit margins, despite a minor increase in the discount rate.
Aggiornamento della narrazione Nov 05

NDA Margins Will Face Pressure As Cost Conditions Tighten

The consensus analyst price target for Aurubis has increased, reflecting a EUR 8 rise over the previous figure. Analysts point to the company's updated revenue outlook and a slightly higher expected discount rate as key factors in their recalibrated valuations.
Articolo di analisi Nov 03

Does Aurubis (ETR:NDA) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione Oct 22

Analysts Raise Aurubis Price Target as Outlook Improves Amid Strategic Growth Initiatives

Aurubis' analyst price target has been raised from €78.29 to €93.29. Analysts cite improved revenue growth forecasts and updated sector outlooks, supporting higher fair value estimates.
Aggiornamento della narrazione Oct 08

High Operating Costs And Industry Shifts Will Depress Copper Value

The analyst price target for Aurubis has decreased from €81.88 to €78.29. Analysts cite modest downward adjustments to profitability and fair value estimates, despite select upward revisions from recent sector research.
Articolo di analisi Oct 03

Returns On Capital Are Showing Encouraging Signs At Aurubis (ETR:NDA)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Aggiornamento della narrazione Sep 11

High Operating Costs And Industry Shifts Will Depress Copper Value

Analysts have modestly raised Aurubis’s price target to €81.88, citing improved sector sentiment and higher metal price assumptions, but maintain cautious stances due to ongoing uncertainties and limited near-term catalysts. Analyst Commentary Bullish analysts cite improved sector sentiment within European Metals & Mining for raising targets modestly.
Articolo di analisi Jul 16

Aurubis (ETR:NDA) 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...
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Nuova narrazione Dec 24

Shrinking TC/RCs And Rising Costs Threaten Profitability Despite Copper Demand

Strategic investments and project ramp-up costs may reduce margins and earnings, impacting return on capital employed.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Tony Haag rispetto agli utili di Aurubis?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

€921m

Dec 31 2025n/an/a

€605m

Sep 30 2025n/an/a

€539m

Jun 30 2025€1m€650k

€616m

Mar 31 2025n/an/a

€695m

Dec 31 2024n/an/a

€614m

Sep 30 2024€712k€54k

€416m

Compensazione vs Mercato: La retribuzione totale di Tony ($USD 1.51M ) è inferiore alla media delle aziende di dimensioni simili nel mercato German ($USD 5.57M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Tony con le performance aziendali.


AMMINISTRATORE DELEGATO

Tony Haag (59 yo)

1.7yrs
Mandato
€1,296,603
Compensazione

Dr. Toralf A. Haag, also known as Tony, Ph D., Vice President of the Board at SAUTER Automation Limited. He has been an Independent Director of NV Bekaert SA from May 14, 2025.Dr. Haag is Chief Executive...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Toralf Haag
Chief Executive Officer & Member of the Executive Board1.7yrs€1.30mNessun dato
Steffen Hoffmann
CFO & Member of Executive Board1.6yrs€1.17mNessun dato
Inge Hofkens
COO of Multimetal Recycling & Member of the Executive Board3.3yrs€1.01mNessun dato
Tim Kurth
COO of Custom Smelting and Products & Member of Executive Board1.7yrs€884.65kNessun dato
Elke Brinkmann
Head of Investor Relationsno dataNessun datoNessun dato
Bjoern Frenzel
Head of Corporate Legal Affairsno dataNessun datoNessun dato
Angela Seidler
Vice President of Investor Relationsno dataNessun datoNessun dato
Thomas Sturm
Senior Vice President of Corporate Developmentno dataNessun datoNessun dato
Ulf Gehrckens
Executive Vice President Corporate Energy & Climate Affairsno dataNessun datoNessun dato
Andreas Specht
Head of Primary Copper Production Hamburgno dataNessun datoNessun dato
Christian Hein
Head of Decarbonizationno dataNessun datoNessun dato
Adelbert Lossin
Head of Researchno dataNessun datoNessun dato
1.7yrs
Durata media
56.5yo
Età media

Gestione esperta: Il team dirigenziale di NDA non è considerato esperto (durata media 1.7 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Fritz Vahrenholt
Chairman of the Supervisory Board26.5yrs€283.00kNessun dato
Stephan Krummer
Independent Supervisory Board Member8.2yrs€135.00kNessun dato
Jan Koltze
Employee Representative Deputy Chairman of Supervisory Board15.2yrs€185.00kNessun dato
Kathrin Dahnke
Independent Supervisory Board Member3.3yrs€116.00kNessun dato
Sandra Reich
Supervisory Board Member13.3yrs€114.00kNessun dato
Markus Kramer
Independent Member of Supervisory Board3.3yrs€121.50kNessun dato
Gunnar Groebler
Independent Member of the Supervisory Board4.6yrs€111.00kNessun dato
Elke Lossin
Employee Representative Member of Supervisory Board8.2yrs€108.50kNessun dato
Stefan Schmidt
Employee Representative Member of Supervisory Board8.2yrs€110.50kNessun dato
Christian Ehrentraut
Employee Representative Member of Supervisory Board7yrs€110.50kNessun dato
Deniz Acar
Employee Representative Member of Supervisory Board7yrs€114.00kNessun dato
Daniel Mrosek
Employee Representative Member of Supervisory Board3.3yrs€92.50kNessun dato
7.6yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NDA sono considerati esperti (durata media dell'incarico 7.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 15:56
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/09/30

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

Aurubis AG è coperta da 20 analisti. 8 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
Christian ObstBaader Helvea Equity Research
Charlie ClarkBerenberg
Alan SpenceBNP Paribas