IMCD N.V.

Report azionario ENXTAM:IMCD

Capitalizzazione di mercato: €5.9b

IMCD Gestione

Criteri Gestione verificati 4/4

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

Informazioni chiave

Marcus Jordan

Amministratore delegato

€1.7m

Compenso totale

Percentuale dello stipendio del CEO44.70%
Mandato del CEO4yrs
Proprietà del CEO0.08%
Durata media del management4yrs
Durata media del Consiglio di amministrazione5.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

IMCD: Margin Execution And Revenue Mix Should Support Future Re Rating

Analyst price targets for IMCD have edged lower, with recent cuts of €5 to €7 from several banks and a reset range between about €103 and €122. Analysts are factoring in a slightly higher discount rate, a lower assumed future P/E multiple and updated expectations for revenue growth and margins.

IMCD: Dividend Cut And Lowered Expectations Will Pressure Future Returns

IMCD's updated analyst price target has edged lower by a few euros, with recent revisions between about €103 and €122. These reflect analysts' mixed adjustments to growth, margin and P/E assumptions.

IMCD: Lower Dividend And Reset Expectations Will Set Up Future Upside

The Analyst Price Target for IMCD has shifted lower to €107.68 from €126.46, reflecting analysts' updated views on slightly softer revenue growth, thinner profit margins and a lower future P/E multiple, supported by a series of recent price target cuts and one upward revision across major banks. Analyst Commentary Recent research shows a mix of optimism and caution around IMCD, with several banks trimming price targets and one raising them, which helps explain why the average target has reset closer to current expectations.

IMCD: Sector Caution And Dividend Reset Will Shape Future Expectations

Analysts have trimmed the IMCD price target, with recent revisions clustering around €100 to €122. This reflects updated views on sector conditions and modest adjustments to revenue growth, discount rate and profit margin assumptions.

IMCD: Sector Caution And New Partnership Will Shape Future Expectations

The analyst fair value estimate for IMCD has been adjusted from €82.00 to €75.00. Analysts cite recent price target changes across major banks, along with more cautious assumptions on discount rates, revenue growth, and margins, as the key drivers of the updated view.

IMCD: Distribution Expansion And CFO Transition Will Support Future Re Rating

Analysts have trimmed their price targets for IMCD by about €14, citing slightly higher discount rate assumptions, revised profit margin expectations, and recent cautious sector views. These developments are reflected in lower price targets and a downgrade to Equal Weight.

IMCD: Cautious Sector Outlook And New Partnership Will Shape Expectations

Analysts have reduced their fair value estimate for IMCD from €107.00 to €82.00. This reflects a lower future P/E assumption and a slightly reduced profit margin outlook, in line with recent Street research that has turned more cautious on chemical distribution and related services.

IMCD: Distribution Deal And CFO Transition Will Support Sector Re Rating

Analysts have lowered their price target on IMCD to about €170.50 from roughly €176.73, citing a reset in sector expectations following cautious views on chemical distribution and a shift in preferred names within European business services. Analyst Commentary Recent research has shifted IMCD to a more neutral stance within European business services, with the rating moved to Equal Weight and the price target set at €100 from €139.

Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

Jan 20
Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

IMCD: Share Pullback Will Set Up Upside Following New Outperform Coverage

Analysts have trimmed their fair value estimate for IMCD from €127.18 to €126.46, reflecting slightly softer assumptions for revenue growth and profit margin, even as some recent research, including new Outperform coverage, points to potential upside after the recent share pullback. Analyst Commentary Bullish Takeaways Bullish analysts view the recent share pullback as creating a more appealing entry point relative to their updated fair value and the new $72.50 price target.

IMCD Will Likely Gain From New Distribution Deal And Leadership Transition

Analysts have trimmed their fair value estimate for IMCD to approximately €177 from about €182, reflecting slightly higher discount rate assumptions, more moderate revenue growth expectations, and a marginally lower future P/E, partially offset by a firmer margin outlook and recent supportive rating actions despite reduced price targets. Analyst Commentary Bullish analysts continue to frame IMCD as a quality compounder within the specialty chemicals distribution space, highlighting the recent share pullback as an opportunity rather than a sign of structural deterioration.

IMCD: Share Pullback Will Offer Opportunity As New Outperform Ratings Emerge

The analyst price target for IMCD has been trimmed modestly from EUR 131.25 to about EUR 127.18, as analysts factor in slightly slower growth and margin assumptions, even as they highlight recent upgrades and new Outperform initiations as support for a still constructive outlook. Analyst Commentary Recent research updates point to a broadly constructive stance on IMCD, with most commentary emphasizing resilient fundamentals and an attractive entry point following the share price pullback, even as some valuation and macro risks are flagged.

Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

Nov 27
Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

IMCD: Share Pullback Will Offer Opportunity As Revenue Momentum Builds

IMCD's analyst price target has been revised down from €138.04 to €131.25. Analysts cite moderate adjustments in fair value and market outlook, despite recent supportive coverage and an improved revenue growth forecast.

Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

Nov 12
Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve

The analyst fair value estimate for IMCD has been reduced from EUR 142.43 to EUR 138.04. Analysts cite more cautious assumptions on long-term revenue growth and profit margin forecasts following recent price target adjustments in Street research.

At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

Oct 28
At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

Analyst Commentary Highlights Mixed Views on IMCD Amid Minor Valuation Adjustments

Analysts have slightly lowered their fair value estimate for IMCD by less than 1 percent to approximately €142.43. This reflects minor adjustments in growth expectations and recent Street research supporting a cautiously positive outlook, despite recent target downgrades.

Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

Oct 12
Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

Digitalization And M&A Will Expand Pharma And Consumer Markets

IMCD's analyst price target has decreased moderately, from €145.43 to €143.00, as analysts factor in slightly lower expected growth and a reduced profit margin outlook in recent industry assessments. Analyst Commentary Analyst opinions on IMCD remain divided as recent price target changes and rating updates reflect a mix of optimism regarding potential growth and caution due to evolving sector dynamics.

Digitalization And M&A Will Expand Pharma And Consumer Markets

Analysts cite attractive valuation, improved capital allocation, and stabilizing end markets as supportive, but near-term earnings uncertainty and ongoing macroeconomic headwinds have kept IMCD’s consensus price target unchanged at €145.43. Analyst Commentary Valuation now seen as attractive, with shares offering growth at a reasonable price.

An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

Sep 01
An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

Aug 04
We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

Jul 21
There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

Return Trends At IMCD (AMS:IMCD) Aren't Appealing

Jul 04
Return Trends At IMCD (AMS:IMCD) Aren't Appealing

Are Investors Undervaluing IMCD N.V. (AMS:IMCD) By 28%?

May 09
Are Investors Undervaluing IMCD N.V. (AMS:IMCD) By 28%?
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The Company'S Digital Upgrades And M&A Strategy Ignite Growth Potential Amid Challenges

Continued organic growth through commercial excellence and digital upgrades could boost future revenue and earnings.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Marcus Jordan rispetto agli utili di IMCD?
DataCompenso totaleStipendioUtili della società
Dec 31 2025€2m€771k

€218m

Sep 30 2025n/an/a

€242m

Jun 30 2025n/an/a

€267m

Mar 31 2025n/an/a

€272m

Dec 31 2024€2m€581k

€278m

Sep 30 2024n/an/a

€280m

Jun 30 2024n/an/a

€281m

Mar 31 2024n/an/a

€287m

Dec 31 2023€2m€521k

€292m

Sep 30 2023n/an/a

€290m

Jun 30 2023n/an/a

€289m

Mar 31 2023n/an/a

€301m

Dec 31 2022€1m€323k

€313m

Compensazione vs Mercato: La retribuzione totale di Marcus ($USD 2.02M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Dutch ($USD 3.68M ).

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

AMMINISTRATORE DELEGATO

Marcus Jordan (51 yo)

4yrs
Mandato
€1,725,000
Compensazione

Mr. Marcus C. Jordan serves as Chief Executive Officer at IMCD N.V. since May 2025. He serves as Member of Management Board at IMCD N.V. since May 02, 2022 and served as its Chief Operating Officer since M...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Marcus Jordan
CEO & Member of Management Board4yrs€1.73m0.080%
€ 4.7m
Hans J. Kooijmans
CFO & Member of Management Board30.3yrs€1.47m0.11%
€ 6.8m
Tosca Holtland
Head of Investor Relationsno dataNessun datoNessun dato
Laurens Dalmijin
General Counselno dataNessun datoNessun dato
Muriel Werlé
Corporate Communications Directorno dataNessun datoNessun dato
Swapna Kattewar
Head of Global Regulatory Questionnaire Centreno dataNessun datoNessun dato
Arturo Hoyo
Managing Director of IMCD Mexico1.8yrsNessun datoNessun dato
Narendra Varde
Regional President Asia-Pacificno dataNessun datoNessun dato
Cecile Westerhuis
Company Secretaryno dataNessun datoNessun dato
4.0yrs
Durata media

Gestione esperta: Il team dirigenziale di IMCD è considerato esperto (durata media dell'incarico 4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Janus Smalbraak
Independent Chairman of Supervisory Board10yrs€113.00kNessun dato
Stephan Nanninga
Independent Vice Chairman of the Supervisory Board8yrs€88.00kNessun dato
Willem Eelman
Independent Member of Supervisory Board4yrs€82.00kNessun dato
Amy Hebert
Independent Member of Supervisory Board5.9yrs€85.00kNessun dato
Dorthe Mikkelsen
Independent Member of Supervisory Board2.5yrs€74.00kNessun dato
5.9yrs
Durata media
58yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IMCD sono considerati esperti (durata media dell'incarico 5.9 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/02 08:56
Prezzo dell'azione a fine giornata2026/04/30 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

IMCD N.V. è coperta da 23 analisti. 12 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
Gaurav JainBarclays
James StewartBarclays
Anil ShenoyBarclays