View Future GrowthSEB 過去の業績過去 基準チェック /36SEBの収益は年間平均-12.5%の割合で減少していますが、 Consumer Durables業界の収益は年間 減少しています。収益は年間3.5% 2%割合で 増加しています。 SEBの自己資本利益率は8.1%であり、純利益率は3%です。主要情報-12.46%収益成長率-13.86%EPS成長率Consumer Durables 業界の成長9.93%収益成長率2.01%株主資本利益率8.13%ネット・マージン2.99%次回の業績アップデート22 Jul 2026最近の業績更新Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.Reported Earnings • Jul 25First half 2025 earnings released: EPS: €0.01 (vs €1.84 in 1H 2024)First half 2025 results: EPS: €0.01 (down from €1.84 in 1H 2024). Revenue: €3.75b (flat on 1H 2024). Net income: €800.0k (down 99% from 1H 2024). Profit margin: 0% (down from 2.7% in 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jul 23+ 3 more updatesSEB SA to Report First Half, 2026 Results on Jul 22, 2026SEB SA announced that they will report first half, 2026 results on Jul 22, 2026お知らせ • Oct 25+ 2 more updatesSEB SA to Report First Half, 2025 Results on Jul 23, 2025SEB SA announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Oct 24SEB SA to Report Fiscal Year 2024 Results on Feb 27, 2025SEB SA announced that they will report fiscal year 2024 results Pre-Market on Feb 27, 2025すべての更新を表示Recent updatesお知らせ • May 19SEB SA Approves Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA at the Combined Shareholders Meeting took place on May 12, 2026, approved the distribution of a EUR 2.801 dividend for the 2025 fiscal year. The ex-dividend date is May 20, 2026 and the dividend will be paid starting May 22, 2026.Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.お知らせ • Mar 23SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Feb 26SEB SA, Annual General Meeting, May 12, 2026SEB SA, Annual General Meeting, May 12, 2026.お知らせ • Feb 25SEB SA Proposes Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA announced that meeting on 24 February 2026, the Board of Directors proposed the distribution of a dividend per share of €2.80 in respect of fiscal year 2025, stable compared to the dividend paid in 2025 in respect of fiscal year 2024. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €3.08 per share (for holdings below 0.5% of the capital for a single shareholder). The dividend amount will be submitted to the Group’s shareholders for a vote at the Annual General Meeting to be held on May 12, 2026, with the coupon detachment date set at May 20, 2026 and the dividend payment date at May 22, 2026.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €53.25, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total loss to shareholders of 3.5% over the past three years.お知らせ • Oct 06+ 1 more updateGroupe SEB Revises Earnings Guidance for the Full-Year 2025Groupe SEB revised earnings guidance for the full-year 2025. For the year, the company expects stable to slightly positive organic sales growth versus the +2% to +4% range announced in July 2025. Operating Result from Activity should come in between €550 million and €600 million versus €700 million to €750 million previously.Reported Earnings • Jul 25First half 2025 earnings released: EPS: €0.01 (vs €1.84 in 1H 2024)First half 2025 results: EPS: €0.01 (down from €1.84 in 1H 2024). Revenue: €3.75b (flat on 1H 2024). Net income: €800.0k (down 99% from 1H 2024). Profit margin: 0% (down from 2.7% in 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).お知らせ • Jul 24SEB SA Revises Sales Guidance for 2025SEB SA revised sales guidance for 2025. The Group revised its annual organic sales growth expectations which should range between 2% and 4% (vs. “around 5%” previously).お知らせ • Jul 23+ 3 more updatesSEB SA to Report First Half, 2026 Results on Jul 22, 2026SEB SA announced that they will report first half, 2026 results on Jul 22, 2026Declared Dividend • May 23Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Apr 07Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01SEB SA, Annual General Meeting, May 20, 2025SEB SA, Annual General Meeting, May 20, 2025.お知らせ • Feb 28+ 1 more updateSEB SA announces Annual dividend, payable on June 05, 2025SEB SA announced Annual dividend of EUR 2.8000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.お知らせ • Jan 23SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A and others.SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A. and others on January 22, 2025. La Brigade de Buyer has been owned since 2015 by Edify, an industrial holding company whose portfolio consists of majority and minority stakes in European industrial mid-caps and SMEs. For the period ending December 31, 2024, De BUYER Industries SAS reported total revenue of €66 million. Jean-Thomas Heintz of CMS Francis Lefebvre Avocats acted as legal advisor for Edify S.A. Jonathan Denizou, Emmanuel Faury and Aline Janin of CMS Francis Lefebvre Avocats acted as legal due diligence provider for Edify S.A. Amaury, Bonnaire, Thibault de la Taille, Jean-Baptiste Dujardin and Clement Guinard of Alvarez & Marsal France SARL acted as financial advisor for Edify S.A. SEB SA (ENXTPA:SK) completed the acquisition of De BUYER Industries SAS from Edify S.A. and others on January 22, 2025.お知らせ • Oct 25+ 2 more updatesSEB SA to Report First Half, 2025 Results on Jul 23, 2025SEB SA announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Oct 24SEB SA to Report Fiscal Year 2024 Results on Feb 27, 2025SEB SA announced that they will report fiscal year 2024 results Pre-Market on Feb 27, 2025Reported Earnings • Jul 26First half 2024 earnings released: EPS: €1.84 (vs €1.38 in 1H 2023)First half 2024 results: EPS: €1.84 (up from €1.38 in 1H 2023). Revenue: €3.74b (up 3.6% from 1H 2023). Net income: €100.1m (up 32% from 1H 2023). Profit margin: 2.7% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Jul 25SEB SA Provides Earnings Guidance for the Year 2024SEB SA provided earnings guidance for the year 2024. For the year, the company expects organic sales growth of around 5%.Upcoming Dividend • May 27Upcoming dividend of €2.62 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.1%).お知らせ • May 25SEB S.A. Approves Dividend for the Financial Year 2023, Payable from June 5, 2024The Combined Shareholders Meeting of SEB S.A. took place on May 23,2024 approved the distribution of a dividend of €2.62 in respect of the financial year 2023. The dividend is increased by a 10% dividend supplement for shareholders who have held registered shares for a period of more than two years (up to a maximum of 0.5% of the share capital). The coupon will be detached on June 3, 2024 and the dividend will be paid from June 5, 2024.Buy Or Sell Opportunity • May 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €117. The fair value is estimated to be €95.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Apr 12SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family.SEB SA (ENXTPA:SK) agreed to acquire Groupe Sofilec from Augagneur family on February 21, 2024. The transaction also include the acquisition of Groupe Sofilec brands Lacanche and Charvet. The total revenue of Groupe Sofilec in 2023 is €62 million. The transaction is expected to be completed in April 2024, is conditioned in particular on informing and consulting employee representative bodies within certain Groupe Sofilac companies. SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family on April 11, 2024.Reported Earnings • Apr 07Full year 2023 earnings released: EPS: €7.02 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.02 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.Declared Dividend • Mar 25Dividend increased to €2.62Dividend of €2.62 is 6.9% higher than last year. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: €7.01 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.01 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Feb 22Groupe SEB Proposes Dividend for the Financial Year 2023, Payable on June 5, 2024Groupe SEB announced that at the meeting on February 21, 2024, the board of directors proposed the distribution of a dividend per share of €2.62 in respect of the 2023 financial year, up 6.9% versus the dividend paid in 2023. This increase not only illustrates the return to profitable growth observed in 2023, but also the board's confidence in the Group's ability to continue its trajectory toward responsible development in both Consumer and Professional businesses. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €2.88 per share (for holdings below 0.5% of the capital for a single shareholder). With the Annual General Meeting scheduled for May 23, 2024, the coupon detachment date is set for June 3, 2024, and the dividend will be paid on June 5, 2024.New Risk • Dec 15New major risk - Revenue and earnings growthEarnings have declined by 2.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.7% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Dec 06SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum.SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum on December 5, 2023.SEB SA (ENXTPA:SK) completed the acquisition of unknown minority stake in Auum on December 5, 2023.お知らせ • Sep 27SEB SA, Annual General Meeting, May 23, 2024SEB SA, Annual General Meeting, May 23, 2024, at 14:30 Central European Standard Time.お知らせ • Sep 26+ 1 more updateSEB SA to Report First Half, 2024 Results on Jul 25, 2024SEB SA announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Jul 30First half 2023 earnings released: EPS: €1.38 (vs €1.30 in 1H 2022)First half 2023 results: EPS: €1.38 (up from €1.30 in 1H 2022). Revenue: €3.61b (down 1.5% from 1H 2022). Net income: €76.0m (up 6.1% from 1H 2022). Profit margin: 2.1% (up from 2.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Europe.お知らせ • Jul 28Groupe SEB Appoints Cyril Buxtorf as Senior Executive Vice-President, Products & Innovation, Member of the General Management CommitteeCyril Buxtorf has been appointed Senior Executive Vice-President, Products & Innovation of Groupe SEB. Member of the Executive Committee, he has joined the General Management Committee. He will continue to report Stanislas de Gramont, Chief Executive Officer of Groupe SEB. Cyril Buxtorf joined Groupe SEB in 1997 and has built up a strong experience, both in the markets and in the Business Units, over the last 26 years. Cyril started his career at the historic birthplace of Groupe SEB in Selongey, Burgundy, as International Market Manager within one of the Strategic Business Units. He moved to the Continents where he spent 7 years in Moscow as General Manager of CEI (Groupe SEB Vostok; Ukraine; Baltics), and then he was successively General Manager of Eurasia (Eastern Europe, CEI, Turkey, Middle East, Africa), General Manager of Western and Southern Europe. In 2010, he came back to the Business Units to take the General Management of the Home & Personal Care Business Unit for 5 years, before taking up the position of General Manager of the EMEA/Greater Europe Continent in 2015. Graduating from EM Lyon, Cyril Buxtorf started his career as an export consultant in Germany, and then in marketing and internal audit with L’Oréal.お知らせ • Jan 31SEB SA to Report Q3, 2023 Results on Oct 26, 2023SEB SA announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 26, 2023収支内訳SEB の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WBAG:SEBS 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 258,16924524030 Sep 258,22118943030 Jun 258,274133217031 Mar 258,270182206031 Dec 248,26623240030 Sep 248,200321111030 Jun 248,134410183031 Mar 248,070398181031 Dec 238,006386180030 Sep 237,956353168030 Jun 237,906321156031 Mar 237,933318174031 Dec 227,960316192030 Sep 228,037346225030 Jun 228,115375258031 Mar 228,087414251031 Dec 218,059454244030 Sep 217,847451238030 Jun 217,635448232031 Mar 217,288374201031 Dec 206,940301170030 Sep 206,936291151030 Jun 206,932282132031 Mar 207,143331144031 Dec 197,354380157030 Sep 197,239404158030 Jun 197,124428160031 Mar 196,968423160031 Dec 186,812419161030 Sep 186,690401171030 Jun 186,568383180031 Mar 186,527379178031 Dec 176,485375176030 Sep 176,131327178030 Jun 175,777280180031 Mar 175,388269176031 Dec 165,000259172030 Sep 164,910236166030 Jun 164,820214161031 Mar 164,795210159031 Dec 154,770206156030 Sep 154,655204144030 Jun 154,5402011320質の高い収益: SEBSは 高品質の収益 を持っています。利益率の向上: SEBSの現在の純利益率 (3%)は、昨年(2.8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SEBSの収益は過去 5 年間で年間12.5%減少しました。成長の加速: SEBSの過去 1 年間の収益成長率 ( 5.4% ) は、5 年間の平均 ( 年間-12.5%を上回っています。収益対業界: SEBSの過去 1 年間の収益成長率 ( 5.4% ) Consumer Durables業界8.4%を上回りませんでした。株主資本利益率高いROE: SEBSの 自己資本利益率 ( 8.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/23 17:39終値2026/06/23 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SEB SA 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Gerhard OrgonasBerenbergFraser DonlonBerenbergMarie-Line FortBernstein19 その他のアナリストを表示
Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.
Reported Earnings • Jul 25First half 2025 earnings released: EPS: €0.01 (vs €1.84 in 1H 2024)First half 2025 results: EPS: €0.01 (down from €1.84 in 1H 2024). Revenue: €3.75b (flat on 1H 2024). Net income: €800.0k (down 99% from 1H 2024). Profit margin: 0% (down from 2.7% in 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 23+ 3 more updatesSEB SA to Report First Half, 2026 Results on Jul 22, 2026SEB SA announced that they will report first half, 2026 results on Jul 22, 2026
お知らせ • Oct 25+ 2 more updatesSEB SA to Report First Half, 2025 Results on Jul 23, 2025SEB SA announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Oct 24SEB SA to Report Fiscal Year 2024 Results on Feb 27, 2025SEB SA announced that they will report fiscal year 2024 results Pre-Market on Feb 27, 2025
お知らせ • May 19SEB SA Approves Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA at the Combined Shareholders Meeting took place on May 12, 2026, approved the distribution of a EUR 2.801 dividend for the 2025 fiscal year. The ex-dividend date is May 20, 2026 and the dividend will be paid starting May 22, 2026.
Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.
お知らせ • Mar 23SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Feb 26SEB SA, Annual General Meeting, May 12, 2026SEB SA, Annual General Meeting, May 12, 2026.
お知らせ • Feb 25SEB SA Proposes Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA announced that meeting on 24 February 2026, the Board of Directors proposed the distribution of a dividend per share of €2.80 in respect of fiscal year 2025, stable compared to the dividend paid in 2025 in respect of fiscal year 2024. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €3.08 per share (for holdings below 0.5% of the capital for a single shareholder). The dividend amount will be submitted to the Group’s shareholders for a vote at the Annual General Meeting to be held on May 12, 2026, with the coupon detachment date set at May 20, 2026 and the dividend payment date at May 22, 2026.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €53.25, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total loss to shareholders of 3.5% over the past three years.
お知らせ • Oct 06+ 1 more updateGroupe SEB Revises Earnings Guidance for the Full-Year 2025Groupe SEB revised earnings guidance for the full-year 2025. For the year, the company expects stable to slightly positive organic sales growth versus the +2% to +4% range announced in July 2025. Operating Result from Activity should come in between €550 million and €600 million versus €700 million to €750 million previously.
Reported Earnings • Jul 25First half 2025 earnings released: EPS: €0.01 (vs €1.84 in 1H 2024)First half 2025 results: EPS: €0.01 (down from €1.84 in 1H 2024). Revenue: €3.75b (flat on 1H 2024). Net income: €800.0k (down 99% from 1H 2024). Profit margin: 0% (down from 2.7% in 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
お知らせ • Jul 24SEB SA Revises Sales Guidance for 2025SEB SA revised sales guidance for 2025. The Group revised its annual organic sales growth expectations which should range between 2% and 4% (vs. “around 5%” previously).
お知らせ • Jul 23+ 3 more updatesSEB SA to Report First Half, 2026 Results on Jul 22, 2026SEB SA announced that they will report first half, 2026 results on Jul 22, 2026
Declared Dividend • May 23Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Apr 07Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01SEB SA, Annual General Meeting, May 20, 2025SEB SA, Annual General Meeting, May 20, 2025.
お知らせ • Feb 28+ 1 more updateSEB SA announces Annual dividend, payable on June 05, 2025SEB SA announced Annual dividend of EUR 2.8000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.
お知らせ • Jan 23SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A and others.SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A. and others on January 22, 2025. La Brigade de Buyer has been owned since 2015 by Edify, an industrial holding company whose portfolio consists of majority and minority stakes in European industrial mid-caps and SMEs. For the period ending December 31, 2024, De BUYER Industries SAS reported total revenue of €66 million. Jean-Thomas Heintz of CMS Francis Lefebvre Avocats acted as legal advisor for Edify S.A. Jonathan Denizou, Emmanuel Faury and Aline Janin of CMS Francis Lefebvre Avocats acted as legal due diligence provider for Edify S.A. Amaury, Bonnaire, Thibault de la Taille, Jean-Baptiste Dujardin and Clement Guinard of Alvarez & Marsal France SARL acted as financial advisor for Edify S.A. SEB SA (ENXTPA:SK) completed the acquisition of De BUYER Industries SAS from Edify S.A. and others on January 22, 2025.
お知らせ • Oct 25+ 2 more updatesSEB SA to Report First Half, 2025 Results on Jul 23, 2025SEB SA announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Oct 24SEB SA to Report Fiscal Year 2024 Results on Feb 27, 2025SEB SA announced that they will report fiscal year 2024 results Pre-Market on Feb 27, 2025
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €1.84 (vs €1.38 in 1H 2023)First half 2024 results: EPS: €1.84 (up from €1.38 in 1H 2023). Revenue: €3.74b (up 3.6% from 1H 2023). Net income: €100.1m (up 32% from 1H 2023). Profit margin: 2.7% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Jul 25SEB SA Provides Earnings Guidance for the Year 2024SEB SA provided earnings guidance for the year 2024. For the year, the company expects organic sales growth of around 5%.
Upcoming Dividend • May 27Upcoming dividend of €2.62 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.1%).
お知らせ • May 25SEB S.A. Approves Dividend for the Financial Year 2023, Payable from June 5, 2024The Combined Shareholders Meeting of SEB S.A. took place on May 23,2024 approved the distribution of a dividend of €2.62 in respect of the financial year 2023. The dividend is increased by a 10% dividend supplement for shareholders who have held registered shares for a period of more than two years (up to a maximum of 0.5% of the share capital). The coupon will be detached on June 3, 2024 and the dividend will be paid from June 5, 2024.
Buy Or Sell Opportunity • May 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €117. The fair value is estimated to be €95.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Apr 12SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family.SEB SA (ENXTPA:SK) agreed to acquire Groupe Sofilec from Augagneur family on February 21, 2024. The transaction also include the acquisition of Groupe Sofilec brands Lacanche and Charvet. The total revenue of Groupe Sofilec in 2023 is €62 million. The transaction is expected to be completed in April 2024, is conditioned in particular on informing and consulting employee representative bodies within certain Groupe Sofilac companies. SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family on April 11, 2024.
Reported Earnings • Apr 07Full year 2023 earnings released: EPS: €7.02 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.02 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.
Declared Dividend • Mar 25Dividend increased to €2.62Dividend of €2.62 is 6.9% higher than last year. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: €7.01 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.01 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Feb 22Groupe SEB Proposes Dividend for the Financial Year 2023, Payable on June 5, 2024Groupe SEB announced that at the meeting on February 21, 2024, the board of directors proposed the distribution of a dividend per share of €2.62 in respect of the 2023 financial year, up 6.9% versus the dividend paid in 2023. This increase not only illustrates the return to profitable growth observed in 2023, but also the board's confidence in the Group's ability to continue its trajectory toward responsible development in both Consumer and Professional businesses. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €2.88 per share (for holdings below 0.5% of the capital for a single shareholder). With the Annual General Meeting scheduled for May 23, 2024, the coupon detachment date is set for June 3, 2024, and the dividend will be paid on June 5, 2024.
New Risk • Dec 15New major risk - Revenue and earnings growthEarnings have declined by 2.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.7% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Dec 06SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum.SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum on December 5, 2023.SEB SA (ENXTPA:SK) completed the acquisition of unknown minority stake in Auum on December 5, 2023.
お知らせ • Sep 27SEB SA, Annual General Meeting, May 23, 2024SEB SA, Annual General Meeting, May 23, 2024, at 14:30 Central European Standard Time.
お知らせ • Sep 26+ 1 more updateSEB SA to Report First Half, 2024 Results on Jul 25, 2024SEB SA announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Jul 30First half 2023 earnings released: EPS: €1.38 (vs €1.30 in 1H 2022)First half 2023 results: EPS: €1.38 (up from €1.30 in 1H 2022). Revenue: €3.61b (down 1.5% from 1H 2022). Net income: €76.0m (up 6.1% from 1H 2022). Profit margin: 2.1% (up from 2.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Europe.
お知らせ • Jul 28Groupe SEB Appoints Cyril Buxtorf as Senior Executive Vice-President, Products & Innovation, Member of the General Management CommitteeCyril Buxtorf has been appointed Senior Executive Vice-President, Products & Innovation of Groupe SEB. Member of the Executive Committee, he has joined the General Management Committee. He will continue to report Stanislas de Gramont, Chief Executive Officer of Groupe SEB. Cyril Buxtorf joined Groupe SEB in 1997 and has built up a strong experience, both in the markets and in the Business Units, over the last 26 years. Cyril started his career at the historic birthplace of Groupe SEB in Selongey, Burgundy, as International Market Manager within one of the Strategic Business Units. He moved to the Continents where he spent 7 years in Moscow as General Manager of CEI (Groupe SEB Vostok; Ukraine; Baltics), and then he was successively General Manager of Eurasia (Eastern Europe, CEI, Turkey, Middle East, Africa), General Manager of Western and Southern Europe. In 2010, he came back to the Business Units to take the General Management of the Home & Personal Care Business Unit for 5 years, before taking up the position of General Manager of the EMEA/Greater Europe Continent in 2015. Graduating from EM Lyon, Cyril Buxtorf started his career as an export consultant in Germany, and then in marketing and internal audit with L’Oréal.
お知らせ • Jan 31SEB SA to Report Q3, 2023 Results on Oct 26, 2023SEB SA announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 26, 2023