Imerys S.A.

Report azionario ENXTPA:NK

Capitalizzazione di mercato: €1.8b

Imerys Gestione

Criteri Gestione verificati 3/4

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

Informazioni chiave

Alessandro Dazza

Amministratore delegato

€3.9m

Compenso totale

Percentuale dello stipendio del CEO23.64%
Mandato del CEO6.3yrs
Proprietà del CEOn/a
Durata media del management5.8yrs
Durata media del Consiglio di amministrazione3yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi May 08

Here's Why Shareholders Should Examine Imerys S.A.'s (EPA:NK) CEO Compensation Package More Closely

Key Insights Imerys will host its Annual General Meeting on 14th of May CEO Alessandro Dazza's total compensation...

Recent updates

Aggiornamento della narrazione May 18

NK: Updated Assumptions And Buybacks Will Shape Future Risk Balance

Narrative Update on Imerys The analyst price target for Imerys has been adjusted from €22.00 to €20.00. Analysts cited updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples, alongside recent street research such as the €1 price target change at Berenberg, to support the revision.
Articolo di analisi Jan 10

Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Articolo di analisi Dec 19

Is There An Opportunity With Imerys S.A.'s (EPA:NK) 46% Undervaluation?

Key Insights Imerys' estimated fair value is €43.19 based on 2 Stage Free Cash Flow to Equity Imerys' €23.42 share...
Articolo di analisi Nov 30

A Piece Of The Puzzle Missing From Imerys S.A.'s (EPA:NK) Share Price

There wouldn't be many who think Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.6x is worth a mention...
Articolo di analisi Oct 12

What Is Imerys S.A.'s (EPA:NK) Share Price Doing?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Sep 27

Returns On Capital At Imerys (EPA:NK) Have Hit The Brakes

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 Sep 04

A Look At The Fair Value Of Imerys S.A. (EPA:NK)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Imerys fair value estimate is €25.72 Current share price of...
Articolo di analisi Aug 20

Is Imerys (EPA:NK) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Aug 02

Imerys S.A. (EPA:NK) Just Reported, And Analysts Assigned A €28.40 Price Target

There's been a notable change in appetite for Imerys S.A. ( EPA:NK ) shares in the week since its interim report, with...
Articolo di analisi Jul 31

Sentiment Still Eluding Imerys S.A. (EPA:NK)

There wouldn't be many who think Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
Articolo di analisi Jun 28

Be Wary Of Imerys (EPA:NK) And Its Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
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Nuova narrazione May 16

Electric Vehicle Demand Will Unlock Graphite And Carbon Promise

Imerys anticipates future revenue growth from strong demand in the electric vehicle market and a robust Graphite & Carbon performance.
Articolo di analisi May 01

Imerys (EPA:NK) Has Announced That It Will Be Increasing Its Dividend To €1.45

The board of Imerys S.A. ( EPA:NK ) has announced that it will be paying its dividend of €1.45 on the 22nd of May, an...
Articolo di analisi Apr 05

Imerys (EPA:NK) Has Announced That It Will Be Increasing Its Dividend To €1.45

Imerys S.A. ( EPA:NK ) has announced that it will be increasing its dividend from last year's comparable payment on the...
Articolo di analisi Mar 07

Imerys S.A. (EPA:NK) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable

Imerys S.A. ( EPA:NK ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Taking a...
Articolo di analisi Feb 27

Imerys (EPA:NK) Is Increasing Its Dividend To €1.45

Imerys S.A.'s ( EPA:NK ) dividend will be increasing from last year's payment of the same period to €1.45 on 22nd of...
Articolo di analisi Feb 25

Analysts Have Been Trimming Their Imerys S.A. (EPA:NK) Price Target After Its Latest Report

It's been a good week for Imerys S.A. ( EPA:NK ) shareholders, because the company has just released its latest annual...
Articolo di analisi Feb 13

Imerys (EPA:NK) Has Some Difficulty Using Its Capital Effectively

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Articolo di analisi Jan 26

Should You Investigate Imerys S.A. (EPA:NK) At €26.36?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it saw significant share price movement during recent...
Articolo di analisi Jan 08

Imerys S.A.'s (EPA:NK) P/S Is On The Mark

It's not a stretch to say that Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...
Articolo di analisi Nov 18

An Intrinsic Calculation For Imerys S.A. (EPA:NK) Suggests It's 25% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Imerys fair value estimate is €41.21 Imerys' €30.78 share...
Articolo di analisi Oct 28

Investors Could Be Concerned With Imerys' (EPA:NK) Returns On Capital

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Articolo di analisi Oct 09

Should You Think About Buying Imerys S.A. (EPA:NK) Now?

While Imerys S.A. ( EPA:NK ) might not have the largest market cap around , it saw significant share price movement...
Articolo di analisi Sep 23

Market Participants Recognise Imerys S.A.'s (EPA:NK) Earnings

Imerys S.A.'s ( EPA:NK ) price-to-earnings (or "P/E") ratio of 53.6x might make it look like a strong sell right now...
Articolo di analisi Aug 18

Imerys (EPA:NK) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jul 30

Imerys S.A. (EPA:NK) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Imerys is €44.20 based on 2 Stage Free Cash Flow to Equity Imerys is...
Articolo di analisi Jun 19

Is Now An Opportune Moment To Examine Imerys S.A. (EPA:NK)?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
Articolo di analisi Jun 04

Subdued Growth No Barrier To Imerys S.A.'s (EPA:NK) Price

With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Basic Materials industry in France, you could be...
Articolo di analisi May 08

Here's Why Shareholders Should Examine Imerys S.A.'s (EPA:NK) CEO Compensation Package More Closely

Key Insights Imerys will host its Annual General Meeting on 14th of May CEO Alessandro Dazza's total compensation...
Articolo di analisi Apr 30

Is Imerys (EPA:NK) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Apr 15

Estimating The Fair Value Of Imerys S.A. (EPA:NK)

Key Insights Using the Dividend Discount Model, Imerys fair value estimate is €27.45 Current share price of €30.00...
Articolo di analisi Feb 17

Imerys S.A.'s (EPA:NK) Shares Climb 27% But Its Business Is Yet to Catch Up

The Imerys S.A. ( EPA:NK ) share price has done very well over the last month, posting an excellent gain of 27...
Articolo di analisi Feb 09

Should You Investigate Imerys S.A. (EPA:NK) At €31.14?

Imerys S.A. ( EPA:NK ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large price...
Articolo di analisi Dec 30

Are Imerys S.A. (EPA:NK) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Imerys is €23.54 based on Dividend Discount Model Imerys is estimated to be...
Articolo di analisi Nov 25

Imerys (EPA:NK) Takes On Some Risk With Its Use Of 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 Nov 10

Imerys (EPA:NK) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...
Articolo di analisi Oct 24

When Should You Buy Imerys S.A. (EPA:NK)?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Sep 23

Calculating The Intrinsic Value Of Imerys S.A. (EPA:NK)

Key Insights The projected fair value for Imerys is €27.70 based on Dividend Discount Model Current share price of...
Articolo di analisi Aug 16

Does Imerys (EPA:NK) Have A Healthy Balance Sheet?

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 01

Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns

What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Articolo di analisi Jul 10

Should You Think About Buying Imerys S.A. (EPA:NK) Now?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it saw significant share price movement during recent...
Articolo di analisi Jun 19

Imerys S.A. (EPA:NK) Shares Could Be 25% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Imerys is €28.59 based on Dividend Discount Model Current share price of...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Alessandro Dazza rispetto agli utili di Imerys?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-€431m

Dec 31 2025€4m€920k

-€409m

Sep 30 2025n/an/a

€158m

Jun 30 2025n/an/a

-€166m

Mar 31 2025n/an/a

-€141m

Dec 31 2024€5m€920k

-€95m

Sep 30 2024n/an/a

-€275m

Jun 30 2024n/an/a

€47m

Mar 31 2024n/an/a

€15m

Dec 31 2023€4m€920k

€6m

Sep 30 2023n/an/a

€189m

Jun 30 2023n/an/a

€126m

Mar 31 2023n/an/a

€177m

Dec 31 2022€4m€800k

€173m

Sep 30 2022n/an/a

€191m

Jun 30 2022n/an/a

€187m

Mar 31 2022n/an/a

€241m

Dec 31 2021€5m€800k

€181m

Sep 30 2021n/an/a

€151m

Jun 30 2021n/an/a

€115m

Mar 31 2021n/an/a

€58m

Dec 31 2020€4m€700k

€30m

Compensazione vs Mercato: La retribuzione totale di Alessandro ($USD 4.52M ) è superiore alla media delle aziende di dimensioni simili nel mercato French ($USD 1.44M ).

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


AMMINISTRATORE DELEGATO

Alessandro Dazza (56 yo)

6.3yrs
Mandato
€3,891,010
Compensazione

Mr. Alessandro Dazza served as Chief Executive Officer of Flexible Packaging and Engineered Materials at Mondi plc since 2019 until 2020. He served as Chief Executive Officer of Fibre Packaging/Converting...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Alessandro Dazza
Chief Executive Officer6.3yrs€3.89mNessun dato
Pierre Lebreuil
Chief Financial Officerless than a yearNessun datoNessun dato
Emmanuelle Vaudoyer
Group General Counsel & Company Secretary3yrsNessun datoNessun dato
Anastasia Amvrosiadou
Group Chief Human Resources Officer3.6yrsNessun datoNessun dato
Olivier Pirotte
Chief Strategy and M&A Officer5.8yrsNessun datoNessun dato
Philippe Bourg
Senior Vice President of Solutions for Refractory Abrasives & Construction7.5yrsNessun datoNessun dato
Guillaume Delacroix
Senior Vice President of Performance Minerals EMEA & APAC7.5yrsNessun datoNessun dato
Jim Murberger
Senior Vice President of Performance Minerals Americas7.5yrsNessun datoNessun dato
Leah Wilson
Chief Sustainability Officer3.6yrsNessun datoNessun dato
5.8yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di NK è esperto e expertise (durata media dell'incarico 5.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Johannes Huth
Directorless than a year€16.60kNessun dato
Patrick Kron
Independent Chairman of the Board21yrs€400.00k0.00075%
€ 13.5k
Lucile Ribot
Independent Director8yrs€86.33k0.0011%
€ 19.1k
Stephanie Besnier
Independent Director3yrs€63.33k0.00071%
€ 12.8k
Michael Ogrinz
Directorno dataNessun datoNessun dato
Veronique Saubot
ESG Referent Director & Independent Director6yrs€71.58k0.00071%
€ 12.8k
Laurent Favre
Independent Director2yrs€42.83k0.00071%
€ 12.8k
Paris Kyriacopoulos
Director5yrs€41.08k0.0020%
€ 35.8k
Bruno Reysset
Employee-Representative Director1.3yrs€37.64kNessun dato
Fatima Bensif
Employee Representative Directorno dataNessun datoNessun dato
3.0yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NK 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 11:48
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
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

Imerys S.A. è coperta da 16 analisti. 6 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
Aron CeccarelliBerenberg
Sebastian BrayBerenberg
Adrien TamagnoBerenberg