Mersen Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Salvador Lamas
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | less than a year |
| Proprietà del CEO | n/a |
| Durata media del management | 6.4yrs |
| Durata media del Consiglio di amministrazione | 4.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 15
MRN: Ultra High Purity Graphite Demand Will Support A Future Rerating
Analysts have raised their price target on Mersen from €40.00 to €53.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What’s in the News for Mersen Mersen is identified as a key participant in the global ultra-high-purity graphite market.
Aggiornamento narrativa • Jul 01
MRN: Future Nuclear And Lithium Contracts Will Support But Not Transform Outlook
Mersen’s analyst price target has been revised from about €32.80 to €41.80. Analysts cite updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change.
Aggiornamento narrativa • Jun 17
MRN: Nuclear Contracts Will Support Fundamentals While Share Price Remains Stretched
Analysts have raised their fair value estimate for Mersen from €24.0 to €29.0, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E as key drivers of the higher price target. What’s in the News for Mersen Mersen announced a multi million euro contract with Vulcan Energy to supply an Eco&FLEX unit for the Lionheart Project in Frankfurt, supporting lithium hydroxide production for electric vehicle batteries and recovery of chlorine and energy from the process.Aggiornamento narrativa • Jun 03
MRN: Future Nuclear And Lithium Contracts Will Not Justify Current Optimism
Analysts have lifted their price target on Mersen to €32.80 from €28.37, reflecting updated assumptions that include adjusted fair value, a slightly lower discount rate, revised revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Mersen announced a multi million euro contract with Vulcan Energy to supply an Eco&FLEX unit for the Lionheart Project in Frankfurt, supporting lithium hydroxide production for electric vehicle batteries and enabling chlorine and energy recovery.Aggiornamento narrativa • May 13
MRN: Future Nuclear Graphite Orders Will Support A Rerating Narrative
Analysts have raised their price target on Mersen from €34.20 to €40.00. This change reflects updated assumptions for revenue growth, profit margins and future P/E multiples in their valuation work.Aggiornamento narrativa • Apr 25
MRN: Nuclear Graphite Contracts Will Support Fundamentals While Shares Remain Overvalued
Analysts have kept their price target for Mersen steady at €24.0, reflecting broadly unchanged assumptions on fair value, modest adjustments to the discount rate and growth inputs, and a slightly lower future P/E expectation. What's in the News Mersen and Terra Innovatum Global reported successful production of a graphite reactor core prototype for Terra Innovatum’s SOLO first of a kind reactor, supporting manufacturing readiness and validating reactor system integration with nuclear grade graphite materials (Key Developments).Aggiornamento narrativa • Apr 11
MRN: Share Buybacks And Nuclear Contracts Will Support Balanced Long Term Outlook
Analysts have kept their €24.00 price target on Mersen unchanged, pointing to updated assumptions for a lower discount rate, slightly higher revenue growth and profit margin, and a modestly lower future P/E multiple as key inputs behind the maintained valuation view. What's in the News Mersen SA has commenced a share repurchase program authorized by shareholders, allowing buybacks of up to €122.09 million.Articolo di analisi • Apr 07
Mersen's (EPA:MRN) Soft Earnings Don't Show The Whole Picture
Mersen S.A.'s ( EPA:MRN ) earnings announcement last week didn't impress shareholders. While the headline numbers were...Aggiornamento narrativa • Mar 27
MRN: Nuclear Graphite Orders And 2029 Outlook Will Support Balanced Prospects
Analysts have trimmed their price target on Mersen from €25.00 to €24.00, citing updated assumptions that include a lower profit margin outlook and a slightly higher future P/E multiple. What's in the News Mersen issued earnings guidance for 2026, indicating expected sales growth in line with its medium term objectives, and provided guidance for 2029.Aggiornamento narrativa • Mar 12
MRN: Nuclear Graphite Orders Will Offset Index Removal Risk
Analysts have kept their price target for Mersen steady at €25.00, citing only slight adjustments to long term assumptions for the discount rate, revenue growth, profit margins, and future P/E that together do not materially change their view on the stock's valuation. What's in the News Terra Innovatum Global N.V. placed its first procurement order with Mersen for nuclear grade graphite, securing a key long lead material for the planned SOLO reactor deployment targeted for 2027 (Key Developments).Aggiornamento narrativa • Feb 25
MRN: Defense Graphite Contract Will Not Offset Index Removal Risk
Analysts have kept their price target for Mersen unchanged at €25.00, indicating that only minor adjustments in assumptions around discount rate, revenue growth, profit margin, and future P/E do not materially alter their overall view. What's in the News Mersen was removed as an index constituent, indicating a change in its inclusion status within at least one tracked index (Key Developments).Aggiornamento narrativa • Feb 10
MRN: Future Defense And EV Contracts Will Support A Balanced Outlook
Narrative Update on Mersen Analysts have lifted their fair value estimate for Mersen from €22.00 to €25.00, reflecting updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Mersen was removed from an unspecified equity index as an index constituent drop, which can affect how some passive funds are exposed to the stock (Key Developments).Articolo di analisi • Sep 20
An Intrinsic Calculation For Mersen S.A. (EPA:MRN) Suggests It's 41% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Mersen fair value estimate is €43.26 Mersen's €25.55 share...Articolo di analisi • Aug 03
Earnings Update: Here's Why Analysts Just Lifted Their Mersen S.A. (EPA:MRN) Price Target To €28.03
Shareholders of Mersen S.A. ( EPA:MRN ) will be pleased this week, given that the stock price is up 12% to €24.60...Articolo di analisi • Jun 28
Mersen (EPA:MRN) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Articolo di analisi • May 20
Mersen (EPA:MRN) Has Announced That Its Dividend Will Be Reduced To €0.90
Mersen S.A. ( EPA:MRN ) has announced that on 9th of July, it will be paying a dividend of€0.90, which a reduction from...Articolo di analisi • May 14
It's A Story Of Risk Vs Reward With Mersen S.A. (EPA:MRN)
When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...Articolo di analisi • Apr 17
Some Investors May Be Willing To Look Past Mersen's (EPA:MRN) Soft Earnings
Soft earnings didn't appear to concern Mersen S.A.'s ( EPA:MRN ) shareholders over the last week. We did some digging...Articolo di analisi • Apr 11
Mersen (EPA:MRN) Has Announced That Its Dividend Will Be Reduced To €0.90
Mersen S.A. ( EPA:MRN ) is reducing its dividend from last year's comparable payment to €0.90 on the 9th of July. This...
Nuova narrativa • Mar 16
Focus On SiC And EV Segments Will Expand Electric Vehicle Market Presence
Strategic acquisitions and investments in North America and the EV market aim to expand Mersen's market reach and diversify revenue streams.Articolo di analisi • Mar 16
Analysts Have Made A Financial Statement On Mersen S.A.'s (EPA:MRN) Full-Year Report
It's been a sad week for Mersen S.A. ( EPA:MRN ), who've watched their investment drop 15% to €19.54 in the week since...Articolo di analisi • Mar 08
Is Mersen S.A. (EPA:MRN) Trading At A 48% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Mersen fair value estimate is €44.14 Mersen is estimated to be...Articolo di analisi • Dec 09
Return Trends At Mersen (EPA:MRN) Aren't Appealing
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Articolo di analisi • Oct 29
Not Many Are Piling Into Mersen S.A. (EPA:MRN) Stock Yet As It Plummets 25%
To the annoyance of some shareholders, Mersen S.A. ( EPA:MRN ) shares are down a considerable 25% in the last month...Articolo di analisi • Oct 12
Is Now The Time To Look At Buying Mersen S.A. (EPA:MRN)?
Mersen S.A. ( EPA:MRN ), might not be a large cap stock, but it saw significant share price movement during recent...Articolo di analisi • Sep 05
These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Aug 02
Mersen S.A. (EPA:MRN) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Shareholders might have noticed that Mersen S.A. ( EPA:MRN ) filed its half-year result this time last week. The early...Articolo di analisi • Jul 05
Little Excitement Around Mersen S.A.'s (EPA:MRN) Earnings
Mersen S.A.'s ( EPA:MRN ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared...Articolo di analisi • Apr 18
Here's Why Mersen (EPA:MRN) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Mar 27
Additional Considerations Required While Assessing Mersen's (EPA:MRN) Strong Earnings
Mersen S.A.'s ( EPA:MRN ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...Articolo di analisi • Jan 04
What Does Mersen S.A.'s (EPA:MRN) Share Price Indicate?
Mersen S.A. ( EPA:MRN ), is not the largest company out there, but it saw a decent share price growth of 11% on the...Articolo di analisi • Dec 15
Mersen's (EPA:MRN) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Articolo di analisi • Sep 15
These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jun 15
Return Trends At Mersen (EPA:MRN) Aren't Appealing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Articolo di analisi • May 31
Mersen's (EPA:MRN) Dividend Will Be Increased To €1.25
The board of Mersen S.A. ( EPA:MRN ) has announced that it will be paying its dividend of €1.25 on the 6th of July, an...Articolo di analisi • May 17
Mersen (EPA:MRN) Is Paying Out A Larger Dividend Than Last Year
Mersen S.A. ( EPA:MRN ) has announced that it will be increasing its dividend from last year's comparable payment on...Articolo di analisi • Apr 26
These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Apr 08
Mersen's (EPA:MRN) Shareholders Will Receive A Bigger Dividend Than Last Year
Mersen S.A. ( EPA:MRN ) has announced that it will be increasing its dividend from last year's comparable payment on...Articolo di analisi • Feb 07
What Is Mersen S.A.'s (EPA:MRN) Share Price Doing?
Mersen S.A. ( EPA:MRN ), might not be a large cap stock, but it received a lot of attention from a substantial price...Articolo di analisi • Jan 10
A Look At The Fair Value Of Mersen S.A. (EPA:MRN)
Key Insights Mersen's estimated fair value is €34.7 based on 2 Stage Free Cash Flow to Equity Current share price of...AMMINISTRATORE DELEGATO
Salvador Lamas (52 yo)
less than a year
Mandato
Mr. Salvador Lamas is Group Chief Operating Officer of Mersen S.A. and its Chief Executive Officer since May 2, 2026. Mr. Salvador Lamas served as the Chief Operating Officer and Vice President of Exxelia...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Group COO | less than a year | Nessun dato | Nessun dato | |
| Chief Financial Officer | 16.3yrs | €359.05k | Nessun dato | |
| Chief Technology Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Group Chief Information Officer | 9.2yrs | Nessun dato | Nessun dato | |
| General Counsel & Secretary | 6.4yrs | Nessun dato | Nessun dato | |
| Vice President of Corporate & Financial Communication | 14.8yrs | Nessun dato | Nessun dato | |
| Group Vice President of Human Resources | 16.2yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Mersen International | no data | Nessun dato | Nessun dato | |
| Executive Vice President of the Electrical Power segment | less than a year | Nessun dato | Nessun dato | |
| Executive Vice President of Advanced Materials | 4.5yrs | Nessun dato | Nessun dato |
6.4yrs
Durata media
53.5yo
Età media
Gestione esperta: Il team dirigenziale di MRN è esperto e expertise (durata media dell'incarico 6.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Director | 7.2yrs | €66.00k | 0.0043% € 36.5k | |
| lead Independent Director | less than a year | Nessun dato | Nessun dato | |
| Non-Executive Chairman | 5.2yrs | Nessun dato | 0.26% € 2.2m | |
| Representative Director | 4.2yrs | €39.00k | Nessun dato | |
| Representative Director | 13.2yrs | €43.00k | 0.0046% € 38.9k | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Vice Chairman | 2.5yrs | €54.00k | 0.0033% € 28.3k | |
| Employees Representative Director | 8.8yrs | Nessun dato | 0.0037% € 31.9k |
4.7yrs
Durata media
62.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MRN sono considerati esperti (durata media dell'incarico 4.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/23 03:52 |
| Prezzo dell'azione a fine giornata | 2026/07/23 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei 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
Mersen S.A. è coperta da 17 analisti. 5 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.
| Analista | Istituzione |
|---|---|
| Arindam Basu | Barclays |
| Rupesh Madlani | Barclays |
| Thomas Junghanns | Berenberg |