Indra Sistemas, S.A.

Report azionario BME:IDR

Capitalizzazione di mercato: €9.2b

Indra Sistemas Gestione

Criteri Gestione verificati 3/4

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

Informazioni chiave

Jose de Los Mozos Obispo

Amministratore delegato

€2.2m

Compenso totale

Percentuale dello stipendio del CEO29.48%
Mandato del CEO3yrs
Proprietà del CEOn/a
Durata media del management3.2yrs
Durata media del Consiglio di amministrazione3.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

IDR: Future Re Rating Will Rely On Delivering 2026 Revenue And EBIT Targets

Analysts have trimmed their fair value estimate for Indra Sistemas from €85.00 to €80.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Indra Sistemas, S.A. is being added to the FTSE All-World Index (USD), which may increase the company’s visibility among global index-tracking investors (Index Constituent Adds).

IDR: TfL Ticketing Contract Will Drive Future Upside Potential

Analysts now set their price target for Indra Sistemas at about €62.62, up from roughly €59.29. This reflects updated views on fair value, discount rate and future P/E assumptions.

IDR: Future Re Rating Case Will Hinge On 2026 Execution Credentials

Analysts have lifted their price target on Indra Sistemas to €60 from €47, reflecting updated views on the company’s earnings outlook and sector positioning within European software and services ahead of 2026. Analyst Commentary The latest research frames the new €60 price target as part of a broader reset across European software and services into 2026.

IDR: Future Re Rating Case Centers On Execution Of Revised Profitability Assumptions

Analysts have lifted their price target on Indra Sistemas to €60 from €47, citing updated assumptions for fair value at €85, revised forecasts for revenue growth at 21.83% and profit margin at 7.31%, a discount rate of 10.57%, and a future P/E of 27.32x. Analyst Commentary Bullish analysts are pointing to the higher fair value assumption of €85 and the future P/E of 27.32x as signals that they still see meaningful upside potential in Indra Sistemas, even with the rating now set at Equal Weight.

IDR: Equal Weight Reset And TfL Contract Will Shape Measured Outlook

Narrative Update on Indra Sistemas Analysts have lifted their price target on Indra Sistemas to €59.29 from €55.10, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E after a recent sector wide review that also saw the stock downgraded to Equal Weight with a separate target of €60.00. Analyst Commentary Recent research on Indra Sistemas reflects a mixed view, with the share rating moved to Equal Weight while the price target was raised to €60 from €47 as part of a broader 2026 sector outlook review.

IDR: Equal Weight Shift And London Transport Deal Will Shape Balanced Outlook

Analysts have lifted their price target on Indra Sistemas to €60 from €47, aligning it with an updated fair value estimate of €55.10 and refreshed assumptions on discount rate, revenue growth and future P/E, even as the stock moves to an Equal Weight stance. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €60 price target as a sign that updated assumptions on revenue growth, discount rate and future P/E still support upside versus the prior €47 level.

IDR: Execution Risks Around London Contract Will Likely Restrain Further Repricing

Analysts have raised their price target for Indra Sistemas from €47 to €60, citing updated assumptions for revenue growth, profit margins, discount rates and a lower future P/E multiple in recent research. Analyst Commentary Recent research includes a downgrade of Indra Sistemas to Equal Weight with a higher price target of €60, up from €47, as part of a broader 2026 outlook on European software and services.

IDR: Neutral Rating Shift And London Contract Will Shape Balanced Outlook

Narrative Update on Indra Sistemas Analysts have lifted their fair value estimate for Indra Sistemas from €51.18 to €53.38, supported by fresh Street research that pairs higher price targets with more neutral ratings and slightly adjusted assumptions for the discount rate, revenue growth and future P/E. Analyst Commentary Recent Street research on Indra Sistemas presents a mixed picture, with price targets moving higher while ratings sit closer to the middle of the scale.

Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

Jan 16
Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

IDR: Neutral Rating Shift And Hispasat Decision Will Support Balanced Outlook

Analysts have inched their price target for Indra Sistemas to €51.18, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions that align with the recent upgrade to Neutral and the €46 target cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a Neutral rating as recognition that previous concerns may now be more fairly reflected in the current share price, reducing the perceived valuation gap.

IDR: Future Order Pipeline And Margin Plans Will Support Balanced Outlook

Analysts have nudged their price target on Indra Sistemas higher by EUR 0.56 to EUR 51.18, citing slightly stronger expectations for revenue growth, margins, and valuation multiples. The revision is supported by recent research arguing the shares have become too cheap to ignore and no longer warrant an underperform stance.

These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

Dec 04
These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

IDR: Upgraded Ratings and Rising Margins Will Drive Renewed Bullish Momentum

Indra Sistemas’ analyst consensus price target has been raised slightly, from €50.19 to €50.61. Analysts cite improved profit margins and recent positive sentiment upgrades.

IDR: Cautious Optimism Expected to Balance Opportunities and Ongoing Risks

Indra Sistemas saw its analyst price target rise from €47.92 to €50.19 as analysts cited stronger revenue growth expectations, a lower discount rate, and a generally improved outlook from recent upgrades and new coverage. Analyst Commentary Recent street research on Indra Sistemas reflects a shift in sentiment, with upgrades and new coverage prompting a closer look at the company’s valuation and prospects.

IDR: Continued U S Mobility Expansion Will Shape Balanced Risk Reward Outlook

Indra Sistemas' analyst price target has risen from €41.66 to €47.92. This change reflects analysts' increased optimism on revenue growth and profit margins following recent upgrades and positive coverage.

European Defense Spending And AI Adoption Will Unlock Opportunities

Indra Sistemas' analyst price target has been raised from €40.75 to €41.66, as analysts cite continued undervaluation of shares and a slight improvement in profit margin forecasts. Analyst Commentary Analysts remain positive on Indra Sistemas, supported by recent coverage and upward revisions in price targets.
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Acquisitions Of Deimos And TESS Defence Propel Growth In Space And Defense Markets

Acquisitions in space and defense sectors enhance capabilities and position Indra for increased profitability and revenue growth.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jose de Los Mozos Obispo rispetto agli utili di Indra Sistemas?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

€436m

Sep 30 2025n/an/a

€384m

Jun 30 2025n/an/a

€378m

Mar 31 2025n/an/a

€276m

Dec 31 2024€2m€660k

€278m

Sep 30 2024n/an/a

€244m

Jun 30 2024n/an/a

€230m

Mar 31 2024n/an/a

€223m

Dec 31 2023€2m€410k

€206m

Compensazione vs Mercato: La retribuzione totale di Jose ($USD 2.62M ) è circa la media per le aziende di dimensioni simili nel mercato Spanish ($USD 3.33M ).

Compensazione vs guadagni: La retribuzione di Jose è aumentata di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Jose de Los Mozos Obispo (63 yo)

3yrs
Mandato
€2,239,000
Compensazione

Mr. José Vicente de Los Mozos Obispo serves as Chief Executive Officer and Director of Indra Sistemas, S.A. since May 18, 2023 and served as its Head of Defense & Security since 2023. He is Chairman (non e...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jose de Los Mozos Obispo
CEO & Director3yrs€2.24mNessun dato
Miguel Garau
Chief Financial Officer1.7yrsNessun datoNessun dato
Manuel García
Chief Technology Officer1.2yrsNessun datoNessun dato
David Santos
Chief Legal Officer3.3yrsNessun datoNessun dato
Jesus Presa
Chief Marketing Officer & Brand Management3.3yrsNessun datoNessun dato
Maria del Carmen Moneva
Chief HR Officerno dataNessun datoNessun dato
Luis Figueroa García
Head of IT Delivery & Productionno dataNessun datoNessun dato
Borja Ochoa Gil
Head of Defence & Securityno dataNessun datoNessun dato
Raul Ripio
Managing Director of Mobilityno dataNessun datoNessun dato
Manuel Ausaverri
Chief Strategy Officer3.3yrsNessun datoNessun dato
Luis Hernando
Managing Director of Minsaitno dataNessun datoNessun dato
Juan Pedro Veiga
International Managing Directorno dataNessun datoNessun dato
3.2yrs
Durata media

Gestione esperta: Il team dirigenziale di IDR è considerato esperto (durata media dell'incarico 3.2 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jose de Los Mozos Obispo
CEO & Director3yrs€2.24mNessun dato
Fernando Fernandez-Tapias
Member of the Advisory Boardno dataNessun datoNessun dato
Belen Corbi
Independent Director3.6yrs€184.00kNessun dato
Julian Garcia Vargas
Member of the Advisory Boardno dataNessun datoNessun dato
Sergio Serrano Sánchez
Member of the Advisory Boardno dataNessun datoNessun dato
Santiago de Torres
Member of the Advisory Boardno dataNessun datoNessun dato
Emilio Saracho Rodríguez de Torres
Member of the Advisory Boardno dataNessun datoNessun dato
Juan Costa
Member of the Advisory Boardno dataNessun datoNessun dato
Bernardo Villazan Gil
Independent Director3.6yrs€158.00kNessun dato
Virginia Peralta
Deputy Chair & Lead Independent Director3.6yrs€214.00kNessun dato
Eva Fernandez Gongora
Independent Directorless than a yearNessun datoNessun dato
Ángel Grimaldos
Chairmanless than a yearNessun datoNessun dato
3.3yrs
Durata media
67.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IDR sono considerati esperti (durata media dell'incarico 3.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/05 14:21
Prezzo dell'azione a fine giornata2026/05/05 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

Indra Sistemas, S.A. è coperta da 30 analisti. 14 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
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander