ArcelorMittal S.A.

Report azionario ENXTAM:MT

Capitalizzazione di mercato: €40.2b

ArcelorMittal Gestione

Criteri Gestione verificati 4/4

ArcelorMittal Il CEO è Aditya Mittal, nominato in Feb2021, ha un mandato di 5.25 anni. possiede direttamente 0.061% delle azioni della società, per un valore di € 24.69M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 8 anni.

Informazioni chiave

Aditya Mittal

Amministratore delegato

US$1.9m

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO5.3yrs
Proprietà del CEO0.06%
Durata media del management5.3yrs
Durata media del Consiglio di amministrazione8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 04

Results: ArcelorMittal S.A. Beat Earnings Expectations And Analysts Now Have New Forecasts

Last week, you might have seen that ArcelorMittal S.A. ( AMS:MT ) released its quarterly result to the market. The...
Aggiornamento dell'analisi Apr 22

MT: Low Carbon Furnace And Higher Dividend Will Shape Balanced Future Outlook

ArcelorMittal's analyst price target has shifted from €54.13 to €55.03. Analysts cite revised fair value assumptions, a slightly lower discount rate, and updated expectations for revenue growth, profit margins, and future P/E as the key drivers behind this adjustment.
Aggiornamento dell'analisi Apr 08

MT: Low Carbon Furnace Build And Higher Dividend Will Support Future Upside

Analysts now estimate a slightly higher fair value for ArcelorMittal, with the updated price target moving to about €54.13 from roughly €54.11. This reflects revised assumptions on discount rate, revenue growth, profit margins and future P/E.
Aggiornamento dell'analisi Mar 23

MT: Low Carbon Furnace Investment And Rising Dividend Will Support Future Upside

Analysts have adjusted their ArcelorMittal price target slightly lower from €54.63 to €54.11, reflecting modest changes to assumptions for discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Confirmed construction of a 2 million tonne electric arc furnace at Dunkirk, a €1.3b project supported 50% by Energy Efficiency Certificates and scheduled to start up in 2029.
Aggiornamento dell'analisi Mar 07

MT: Low Carbon Projects And Dividend Commitment Will Support Bullish Outlook

Analysts have revised their price target for ArcelorMittal from €51.04 to €54.63, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Plans have been confirmed to build a 2 million tonne electric arc furnace at the Dunkirk site in France.
Aggiornamento dell'analisi Feb 21

MT: Steel Cycle Resilience And Capital Returns Will Support Balanced Outlook

Analysts have lifted their ArcelorMittal price target from about €47.02 to roughly €51.04, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that collectively support a higher assessed value. What's in the News ArcelorMittal plans to build a 2 million tonne electric arc furnace at its Dunkirk site in France.
Articolo di analisi Feb 12

Further Upside For ArcelorMittal S.A. (AMS:MT) Shares Could Introduce Price Risks After 34% Bounce

Despite an already strong run, ArcelorMittal S.A. ( AMS:MT ) shares have been powering on, with a gain of 34% in the...
Aggiornamento dell'analisi Feb 06

MT: Steel Cycle Resilience And Asset Moves Will Support Balanced Returns

Analysts have raised their price target for ArcelorMittal to approximately €47 from about €43, citing updated assumptions that include an improved profit margin outlook and a slightly lower future P/E multiple. These changes are partially offset by more cautious revenue growth expectations and a modestly higher discount rate.
Aggiornamento dell'analisi Jan 23

MT: Renewables Expansion And Asset Sales Will Support Balanced Returns Going Forward

Analysts have lifted their price target on ArcelorMittal to €43.34 from €39.20, citing updated assumptions around slightly lower discount rates, firmer revenue growth, improved profit margins and a marginally adjusted future P/E multiple. What's in the News ArcelorMittal plans three new renewable energy projects in India with a combined 1GW of solar and wind capacity.
Aggiornamento dell'analisi Jan 08

MT: Renewable Projects And Buybacks Will Support Balanced Returns Going Forward

Narrative Update: ArcelorMittal Analyst Price Target Analysts now see slightly higher long term value for ArcelorMittal, lifting their fair value estimate from €37.47 to €39.20 as they adjust assumptions around discount rate, revenue growth, profit margins and future P/E. What's in the News ArcelorMittal plans three new renewable energy projects in India with 1 GW of combined solar and wind capacity, taking its total renewable capacity in the country to 2 GW and global capacity to 3.3 GW.
Articolo di analisi Dec 19

Estimating The Intrinsic Value Of ArcelorMittal S.A. (AMS:MT)

Key Insights The projected fair value for ArcelorMittal is €35.65 based on 2 Stage Free Cash Flow to Equity...
Aggiornamento dell'analisi Dec 16

MT: Share Buybacks And Iron Ore Output Will Support Balanced Returns Ahead

Narrative Update on ArcelorMittal Analysts have modestly raised their price target on ArcelorMittal by about 1 percent to approximately $37.47. This reflects slightly higher expected profit margins and a marginally richer future earnings multiple, while growth assumptions remain largely unchanged.
Aggiornamento dell'analisi Dec 02

MT: Share Buybacks And Iron Ore Output Will Support Measured Returns Ahead

Analysts have raised their price target for ArcelorMittal by approximately $0.69 per share to $37.48, citing marginal improvements in the company's projected fair value, discount rate, revenue growth, and profit margin estimates. What's in the News ArcelorMittal completed the repurchase of 2,000,000 shares, totaling €59.55 million, as part of the buyback program announced in April 2025.
Aggiornamento dell'analisi Nov 18

MT: Steady Iron Ore Production And Buybacks Will Drive Measured Financial Progress

Analysts have raised their price target for ArcelorMittal from $34.44 to $36.80, citing modest improvements in profit margin projections and updated valuation assumptions. What's in the News ArcelorMittal completed a share buyback of 2,000,000 shares for €59.55 million, representing 0.26% of shares under the program announced in April 2025 (Key Developments).
Articolo di analisi Nov 14

Concerns Surrounding ArcelorMittal's (AMS:MT) Performance

The market for ArcelorMittal S.A.'s ( AMS:MT ) stock was strong after it released a healthy earnings report last week...
Articolo di analisi Nov 11

ArcelorMittal S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in ArcelorMittal S.A. ( AMS:MT ) had a good week, as its shares rose 2.9% to close at €33.97 following the...
Aggiornamento dell'analisi Nov 01

MT: Incremental Margin Improvement And Project Delays Will Shape Medium-Term Market Expectations

Analysts have slightly raised their price target for ArcelorMittal from $33.68 to $34.44. They cite incremental improvements in profit margin and future valuation metrics as key drivers for the update.
Aggiornamento dell'analisi Oct 18

Europe Reforms And Green Steel Investments Will Open Markets

Analysts have raised their price target for ArcelorMittal from $31.59 to $33.68, citing a slight improvement in profit margin forecasts and updated valuation assumptions. What's in the News ArcelorMittal announced it will step back from the proposed joint venture with SigmaRoc for developing net-zero CO2 lime kilns in Dunkirk, citing concerns about project execution and permit delays (Key Developments).
Aggiornamento dell'analisi Oct 04

Europe Reforms And Green Steel Investments Will Open Markets

Analysts have raised their price target for ArcelorMittal from $30.71 to $31.59, citing moderate improvements in expected revenue growth, which offset a slight dip in profit margin forecasts. What's in the News ArcelorMittal has stepped back from its joint venture with SigmaRoc for developing net-zero CO2 lime kilns in Dunkirk, due to concerns over permitting delays.
Articolo di analisi Aug 26

A Look At The Intrinsic Value Of ArcelorMittal S.A. (AMS:MT)

Key Insights The projected fair value for ArcelorMittal is €32.47 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Jul 25

Getting In Cheap On ArcelorMittal S.A. (AMS:MT) Might Be Difficult

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 19x, you may...
Articolo di analisi Jun 13

These 4 Measures Indicate That ArcelorMittal (AMS:MT) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi May 23

An Intrinsic Calculation For ArcelorMittal S.A. (AMS:MT) Suggests It's 48% Undervalued

Key Insights ArcelorMittal's estimated fair value is €50.81 based on 2 Stage Free Cash Flow to Equity ArcelorMittal is...
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Nuova analisi Apr 24

Brazil, Mexico And India Projects Will Secure Sustainable Steel Leadership

Completion of strategic projects and acquisitions is expected to enhance revenue, earnings, and cash flow through increased EBITDA and structural earnings.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Aditya Mittal rispetto agli utili di ArcelorMittal?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$2mn/a

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$2mn/a

US$1b

Sep 30 2024n/an/a

-US$1b

Jun 30 2024n/an/a

-US$595m

Mar 31 2024n/an/a

US$761m

Dec 31 2023US$2mn/a

US$919m

Sep 30 2023n/an/a

US$4b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$6b

Dec 31 2022US$7mUS$2m

US$9b

Sep 30 2022n/an/a

US$13b

Jun 30 2022n/an/a

US$17b

Mar 31 2022n/an/a

US$17b

Dec 31 2021US$6mUS$2m

US$15b

Sep 30 2021n/an/a

US$12b

Jun 30 2021n/an/a

US$7b

Mar 31 2021n/an/a

US$3b

Dec 31 2020US$4mUS$1m

-US$733m

Compensazione vs Mercato: La retribuzione totale di Aditya ($USD 1.92M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Dutch ($USD 4.24M ).

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


AMMINISTRATORE DELEGATO

Aditya Mittal (49 yo)

5.3yrs
Mandato
US$1,924,000
Compensazione

Mr. Aditya Mittal serves as Co-founder and Mentor at Arteqin Capital Limited. He plays an active role in providing the firm direction.Mr. Aditya Mittal is Observer of Vallourec S.A. from August 10, 2024.M...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Lakshmi Mittal
Executive Chairman of the Board29yrsUS$1.73m0.086%
€ 34.5m
Aditya Mittal
CEO & Director5.3yrsUS$1.92m0.061%
€ 24.7m
Genuino Jose Christino
Executive VP & CFO5.3yrsNessun datoNessun dato
Daniel Fairclough
Head of Investor Relations & VP of Corporate Financeno dataNessun datoNessun dato
Pinakin Chaubal
VP & Chief Technology Officerno dataNessun datoNessun dato
Henk Scheffer
Group Complianceno dataNessun datoNessun dato
Nicola Davidson
VP, Head of Corporate Communications & Sustainable Developmentno dataNessun datoNessun dato
Stephanie Werner-Dietz
Executive VP & Global Head of HR3.7yrsNessun datoNessun dato
Augustine Kochuparampil
VP & CEO of Long Products Europe12.8yrsNessun datoNessun dato
Vijay Goyal
EVP & Regional CEO of Ukraine9.6yrsNessun datoNessun dato
John Brett
Executive VP & CEO of ArcelorMittal North America5.3yrsNessun datoNessun dato
Ondra Otradovec
Head of Mergers & Acquisitionno dataNessun datoNessun dato
5.3yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di MT è esperto e expertise (durata media dell'incarico 5.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Lakshmi Mittal
Executive Chairman of the Board29yrsUS$1.73m0.086%
€ 34.5m
Aditya Mittal
CEO & Director5.9yrsUS$1.92m0.061%
€ 24.7m
Michel Leon Wurth
Non-Independent Director12yrsUS$215.00kNessun dato
Patricia Marie Barbizet
Non-Executive Independent Director3yrsUS$226.00kNessun dato
Karel de Gucht
Independent Non-Executive Director10yrsUS$224.00kNessun dato
Vanisha Mittal Bhatia
Non-Executive & Non-Independent Director21.4yrsUS$200.00k0.0011%
€ 450.1k
Karyn Ovelmen
Lead Independent Director11yrsUS$333.00kNessun dato
Etienne Schneider
Independent Non-Executive Director5.9yrsUS$243.00kNessun dato
Roy Harvey
Directorno dataNessun datoNessun dato
Clarissa de Lins
Independent Non-Executive Director4.9yrsUS$237.00kNessun dato
8.0yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MT sono considerati esperti (durata media dell'incarico 8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 00:57
Prezzo dell'azione a fine giornata2026/05/11 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

ArcelorMittal S.A. è coperta da 44 analisti. 16 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
Óscar Rodriguez RoucoBanco de Sabadell. S.A.
Robert JacksonBanco Santander
Vincent LepineBarclays