Annuncio • Jan 26
SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million. SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A.
The transaction reflects TEV/EBITDA multiple of 5x. Annuncio • Aug 29
SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026 SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026 Annuncio • Jul 20
SeSa S.p.A. announces Annual dividend, payable on September 24, 2025 SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025. Annuncio • Jan 02
SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025 SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025 Upcoming Dividend • Sep 16
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%). Reported Earnings • Sep 13
First quarter 2025 earnings released First quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Reported Earnings • Jul 30
Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023) Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 02
Now 26% undervalued Over the last 90 days, the stock has risen 14% to €116. The fair value is estimated to be €156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Buy Or Sell Opportunity • Jun 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to €114. The fair value is estimated to be €94.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years. Reported Earnings • Mar 16
Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023) Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Annuncio • Jan 01
SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024 SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024 Reported Earnings • Dec 21
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Reported Earnings • Sep 17
First quarter 2024 earnings released First quarter 2024 results: Revenue: €773.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Annuncio • Sep 17
SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024 SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion. Annuncio • Sep 16
SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023 SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023. Upcoming Dividend • Sep 11
Upcoming dividend of €1.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.5%). Reported Earnings • Jul 20
Full year 2023 earnings released Full year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany. Annuncio • Jun 16
SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023 SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023 Reported Earnings • Mar 16
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Annuncio • Jan 02
SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023 SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023 Reported Earnings • Dec 21
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improved over the past week After last week's 16% share price gain to €123, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.21 per share. Reported Earnings • Sep 15
First quarter 2023 earnings released First quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Upcoming Dividend • Sep 12
Upcoming dividend of €0.90 per share Eligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.2%). Reported Earnings • Jul 14
Full year 2022 earnings released Full year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 20% growth forecast for the industry in Germany. Annuncio • Jul 06
SeSa S.p.A. to Report Fiscal Year 2022 Results on Jul 12, 2022 SeSa S.p.A. announced that they will report fiscal year 2022 results on Jul 12, 2022 Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Mar 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €127 per share. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €141, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 453% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share. Reported Earnings • Dec 22
Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Second quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Sep 17
First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 13
Upcoming dividend of €0.85 per share Eligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.7%). Reported Earnings • Jul 15
Full year 2021 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Reported Earnings • Mar 13
Third quarter 2021 earnings released: EPS €1.17 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 10
New 90-day high: €108 The company is up 30% from its price of €82.60 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.74 per share. Analyst Estimate Surprise Post Earnings • Dec 22
Revenue beats expectations Revenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the Electronic industry in Germany. Is New 90 Day High Low • Dec 18
New 90-day high: €95.60 The company is up 24% from its price of €77.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.67 per share. Is New 90 Day High Low • Dec 02
New 90-day high: €86.90 The company is up 21% from its price of €71.70 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share. Is New 90 Day High Low • Oct 05
New 90-day high: €84.70 The company is up 49% from its price of €57.00 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.06 per share.