Nagarro（NA9N）株式概要ナガロSEは、その子会社とともに、北米、中欧、その他の欧州地域、および国際的なデジタル製品エンジニアリングおよび技術ソリューションを提供している。 詳細NA9N ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長4/6過去の実績5/6財務の健全性4/6配当金2/6報酬収益は年間11.4%増加すると予測されています 過去1年間で収益は8.2%増加しました リスク分析Austrian市場と比較して、過去 3 か月間の株価の変動が非常に大きい多額の負債を抱えている すべてのリスクチェックを見るNA9N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,148 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA492,148 investors already sharing narrativesYour Fair Value€Current Price€76.607.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue €1.3bEarnings €60.2mAdvancedSet Fair ValueView all narrativesNagarro SE 競合他社Jiangsu Zeyu Intelligent PowerLtdSymbol: SZSE:301179Market cap: CN¥7.3bCyientSymbol: BSE:532175Market cap: ₹95.8bDTSSymbol: TSE:9682Market cap: JP¥184.5bZensar TechnologiesSymbol: BSE:504067Market cap: ₹121.8b価格と性能株価の高値、安値、推移の概要Nagarro過去の株価現在の株価€76.6052週高値€80.4552週安値€32.88ベータ1.211ヶ月の変化0.86%3ヶ月変化78.47%1年変化35.46%3年間の変化n/a5年間の変化n/aIPOからの変化-5.08%最新ニュースお知らせ • Jun 27Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million.Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million on June 26, 2026. A cash consideration valued at €81 per share will be paid by Persistent Systems Limited. Persistent will fund the transaction with committed financing from Barclays. The Offer forms part of a taking-private strategy. Following completion of the Offer, Persistent intends to pursue a delisting of Nagarro shares from the regulated market. Persistent Systems has signed a purchase agreement to acquire 21% stake from Lantano Beteiligungen GmbH. The transaction is expected to be cash EPS accretive for Persistent shareholders in the first year of the transaction. The transaction is subject to approval by regulatory board / committee and minimum tender of 50% stake. The deal has been approved by the board of Persistent Systems Limited and Nagarro on June 26, 2026. The transaction is expected to close in Q4 Year 26/Q1 Year 27. Barclays Bank PLC acted as financial advisor for Persistent Systems Limited. Heimes & Müller acted as legal advisor for Persistent Systems Limited. Khaitan & Co. acted as legal advisor for Persistent Systems Limited. JP Morgan acted as financial advisor for Nagarro SE. Freshfields LLP acted as legal advisor for Nagarro SE.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €42.58, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the IT industry in Europe. Total loss to shareholders of 27% over the past year.Upcoming Dividend • Jun 23Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 02 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Austrian dividend payers (4.0%). Higher than average of industry peers (2.7%).Declared Dividend • May 25Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22+ 1 more updateNagarro SE, Annual General Meeting, Jun 29, 2026Nagarro SE, Annual General Meeting, Jun 29, 2026, at 10:00 W. Europe Standard Time.New Risk • May 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks High level of debt (120% net debt to equity). Large one-off items impacting financial results.最新情報をもっと見るRecent updatesお知らせ • Jun 27Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million.Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million on June 26, 2026. A cash consideration valued at €81 per share will be paid by Persistent Systems Limited. Persistent will fund the transaction with committed financing from Barclays. The Offer forms part of a taking-private strategy. Following completion of the Offer, Persistent intends to pursue a delisting of Nagarro shares from the regulated market. Persistent Systems has signed a purchase agreement to acquire 21% stake from Lantano Beteiligungen GmbH. The transaction is expected to be cash EPS accretive for Persistent shareholders in the first year of the transaction. The transaction is subject to approval by regulatory board / committee and minimum tender of 50% stake. The deal has been approved by the board of Persistent Systems Limited and Nagarro on June 26, 2026. The transaction is expected to close in Q4 Year 26/Q1 Year 27. Barclays Bank PLC acted as financial advisor for Persistent Systems Limited. Heimes & Müller acted as legal advisor for Persistent Systems Limited. Khaitan & Co. acted as legal advisor for Persistent Systems Limited. JP Morgan acted as financial advisor for Nagarro SE. Freshfields LLP acted as legal advisor for Nagarro SE.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €42.58, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the IT industry in Europe. Total loss to shareholders of 27% over the past year.Upcoming Dividend • Jun 23Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 02 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Austrian dividend payers (4.0%). Higher than average of industry peers (2.7%).Declared Dividend • May 25Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22+ 1 more updateNagarro SE, Annual General Meeting, Jun 29, 2026Nagarro SE, Annual General Meeting, Jun 29, 2026, at 10:00 W. Europe Standard Time.New Risk • May 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks High level of debt (120% net debt to equity). Large one-off items impacting financial results.お知らせ • May 01Nagarro SE Proposes DividendNagarro SE Management Board and Supervisory Board will propose to the Annual General Meeting the distribution of a dividend of €1.00 per share.Reported Earnings • Apr 30Full year 2025 earnings released: EPS: €3.08 (vs €3.69 in FY 2024)Full year 2025 results: EPS: €3.08 (down from €3.69 in FY 2024). Revenue: €1.01b (up 3.7% from FY 2024). Net income: €39.5m (down 20% from FY 2024). Profit margin: 3.9% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the IT industry in Europe.Buy Or Sell Opportunity • Apr 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €46.62. The fair value is estimated to be €60.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.お知らせ • Apr 17+ 1 more updateNagarro SE Appoints Prateek Aggarwal as Member of the Management Board, Effective May 1, 2026The Supervisory Board of Nagarro SE has appointed Prateek Aggarwal as member of the Management Board, effective May 1, 2026. He will serve an initial term of three years. With this appointment, Nagarro expands and strengthens its leadership team, and establishes a dedicated CFO role to support the company's continued global growth, enhanced governance, and constructive engagement with international capital markets. Prateek Aggarwal brings more than 20 years of finance leadership experience in the technology and IT services sector. He has held senior roles in global listed companies, including multi-country and culturally diverse operating environments, with a strong track record in financial management, operational discipline, and capital markets engagement. Most recently, he served in a senior value creation role at RPSG Group. Prior to that, he was Chief Financial Officer at HCLTech and Hexaware Technologies, where he led global finance functions and supported business growth and transformation initiatives.Buy Or Sell Opportunity • Apr 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €45.60. The fair value is estimated to be €57.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.お知らせ • Mar 24+ 1 more updateNagarro SE to Report Fiscal Year 2025 Results on Mar 24, 2026Nagarro SE announced that they will report fiscal year 2025 results on Mar 24, 2026Buy Or Sell Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to €58.75. The fair value is estimated to be €74.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.お知らせ • Feb 02+ 3 more updatesNagarro SE to Report First Half, 2026 Results on Aug 14, 2026Nagarro SE announced that they will report first half, 2026 results on Aug 14, 2026お知らせ • Jan 09Nagarro SE Announces Board and Committees AppointmentsNagarro SE announced that the Supervisory Board has elected Christian Bacherl as its Chairperson and Jack Clemons as Deputy Chairperson, following the resignation of Dr. Martin Enderle as Chairperson and member of the Supervisory Board for health reasons effective December 31, 2025. The Supervisory Board has also initiated the process to find a candidate for the vacant seat on the Supervisory Board. The Nomination & Remuneration Committee and the Strategy Committee of the Supervisory Board have also been recomposed. Dr. Shalini Sarin is now chairing the Nomination & Remuneration Committee with Christian Bacherl joining as Deputy and Jack Clemons. The Strategy Committee continues with Dr. Hans-Paul Bürkner as Chairperson together with Jack Clemons as the new Deputy and Vishal Gaur. The Audit Committee remains unchanged with Jack Clemons as Chairperson, Christian Bacherl as Deputy and Vishal Gaur.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €68.85, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the IT industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €90.45 per share.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €1.69 (vs €0.96 in 3Q 2024)Third quarter 2025 results: EPS: €1.69 (up from €0.96 in 3Q 2024). Revenue: €254.6m (up 4.8% from 3Q 2024). Net income: €21.4m (up 68% from 3Q 2024). Profit margin: 8.4% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the IT industry in Europe.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: €0.66 (vs €0.91 in 2Q 2024)Second quarter 2025 results: EPS: €0.66 (down from €0.91 in 2Q 2024). Revenue: €263.8m (up 8.0% from 2Q 2024). Net income: €8.35m (down 31% from 2Q 2024). Profit margin: 3.2% (down from 4.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe.お知らせ • Aug 14+ 2 more updatesNagarro SE Declares DividendNagarro SE announced that A dividend of €1.00 per share amounting to €12.6 million (13.1% of 2024 EBIT) has been declared during the Annual General Meeting held on June 30, 2025.お知らせ • May 23Nagarro SE, Annual General Meeting, Jun 30, 2025Nagarro SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • May 16Third quarter 2024 earnings released: EPS: €0.96 (vs €0.94 in 3Q 2023)Third quarter 2024 results: EPS: €0.96 (up from €0.94 in 3Q 2023). Revenue: €243.0m (up 3.7% from 3Q 2023). Net income: €12.8m (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 4 years, compared to a 4.1% growth forecast for the IT industry in Europe.お知らせ • May 16Nagarro Se Proposes DividendNagarro SE announced that the Management Board and Supervisory Board of Nagarro SE will, for the first time, propose to the Annual General Meeting the distribution of a dividend of €1.00 per share. The proposed dividend marks an important milestone and underlines the company's long-term value creation strategy.お知らせ • May 09+ 2 more updatesNagarro SE(XTRA:NA9) dropped from Germany TECDAX Index (Price Return)Nagarro SE has been dropped from the Germany TECDAX (Price Return) Index.お知らせ • Mar 23Carl Georg Dürschmidt to Resign as Member and Chairperson of the Supervisory Board of Nagarro SE, Effective May 1, 2025The chairperson of the Supervisory Board of Nagarro SE, Mr. Carl Georg Dürschmidt, has informed the Company of his wish to resign from his office as member and chairperson of the Supervisory Board with effect as of May 1, 2025, i.e., in six weeks and the Supervisory Board and the Management Board have accepted this. The Company will address the succession of Mr. Dürschmidt and propose a suitable successor at the Annual General Meeting on June 25, 2025, in the course of the Supervisory Board elections that are due to take place anyway.株主還元NA9NAT ITAT 市場7D0.9%8.4%-1.5%1Y35.5%-3.6%28.7%株主還元を見る業界別リターン: NA9N過去 1 年間で-3.6 % の収益を上げたAustrian IT業界を上回りました。リターン対市場: NA9N過去 1 年間で28.7 % の収益を上げたAustrian市場を上回りました。価格変動Is NA9N's price volatile compared to industry and market?NA9N volatilityNA9N Average Weekly Movement23.5%IT Industry Average Movement5.3%Market Average Movement4.3%10% most volatile stocks in AT Market6.6%10% least volatile stocks in AT Market2.5%安定した株価: NA9Nの株価は、 Austrian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: NA9Nの 週次ボラティリティ は、過去 1 年間で13%から23%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト199618,543Manas Humanwww.nagarro.comナガロSEは、その子会社とともに、北米、中欧、その他の欧州および国際的なデジタル製品エンジニアリングおよびテクノロジーソリューションを提供している。同社は、品質およびテストエンジニアリング、APIおよび統合、アプリケーションマネージドサービス、人工知能、データおよび分析、クラウド、CRM、DevOps、デジタルエクスペリエンス、洞察、およびベンチャー、ECMおよびポータル、エンタープライズアジャイル、エンタープライズアーキテクチャコンサルティング、Finops、アイデンティティおよびアクセス管理、イノベーション、ローコード、モビリティソリューション、製品、回復力、およびサイトの信頼性エンジニアリング、テクニカルコミュニケーション、およびトレーニングサービスを提供しています。アトラシアン、ブロックチェーン、ビジネス・変革コンサルティング、デジタル・コマース・ソリューション、組み込みシステム、ジンジャーAI、モノのインターネット、メインフレームとレガシー、プロセス・コンサルティング、セールスフォース、サップ、セキュリティ、変革と近代化サービスを提供している。また、AR/VR/3Dとアニメーション、顧客コミュニケーション、デザインスタジオサービスも提供している。自動車、銀行・金融サービス、エネルギー・公共事業、ゲーム・エンターテインメント、産業・オートメーション、保険、ソフトウェア・ハイテク、ライフサイエンス・ヘルスケア、メディア・出版、非営利団体・教育、プライベート・エクイティ、公共セクター、小売・CPG、テレコム、スマートビルディング、旅行・物流業界の顧客にサービスを提供している。同社は1996年に設立され、ドイツのミュンヘンを拠点としている。もっと見るNagarro SE 基礎のまとめNagarro の収益と売上を時価総額と比較するとどうか。NA9N 基礎統計学時価総額€946.77m収益（TTM）€47.43m売上高(TTM)€1.00b20.0xPER（株価収益率0.9xP/SレシオNA9N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NA9N 損益計算書（TTM）収益€1.00b売上原価€771.01m売上総利益€229.60mその他の費用€182.16m収益€47.43m直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）3.83グロス・マージン22.95%純利益率4.74%有利子負債／自己資本比率178.2%NA9N の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り27%配当性向View Valuation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2026/07/29 23:20終値2026/07/29 00:00収益2026/03/31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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Nagarro SE 4 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。11 アナリスト機関Martin ComtesseJefferies LLCAlexander Zienkowiczmwb research AGMatthias DesmaraisODDO BHF Corporate & Markets8 その他のアナリストを表示
お知らせ • Jun 27Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million.Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million on June 26, 2026. A cash consideration valued at €81 per share will be paid by Persistent Systems Limited. Persistent will fund the transaction with committed financing from Barclays. The Offer forms part of a taking-private strategy. Following completion of the Offer, Persistent intends to pursue a delisting of Nagarro shares from the regulated market. Persistent Systems has signed a purchase agreement to acquire 21% stake from Lantano Beteiligungen GmbH. The transaction is expected to be cash EPS accretive for Persistent shareholders in the first year of the transaction. The transaction is subject to approval by regulatory board / committee and minimum tender of 50% stake. The deal has been approved by the board of Persistent Systems Limited and Nagarro on June 26, 2026. The transaction is expected to close in Q4 Year 26/Q1 Year 27. Barclays Bank PLC acted as financial advisor for Persistent Systems Limited. Heimes & Müller acted as legal advisor for Persistent Systems Limited. Khaitan & Co. acted as legal advisor for Persistent Systems Limited. JP Morgan acted as financial advisor for Nagarro SE. Freshfields LLP acted as legal advisor for Nagarro SE.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €42.58, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the IT industry in Europe. Total loss to shareholders of 27% over the past year.
Upcoming Dividend • Jun 23Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 02 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Austrian dividend payers (4.0%). Higher than average of industry peers (2.7%).
Declared Dividend • May 25Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22+ 1 more updateNagarro SE, Annual General Meeting, Jun 29, 2026Nagarro SE, Annual General Meeting, Jun 29, 2026, at 10:00 W. Europe Standard Time.
New Risk • May 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks High level of debt (120% net debt to equity). Large one-off items impacting financial results.
お知らせ • Jun 27Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million.Persistent Systems Limited (NSEI:PERSISTENT) proposed to acquire 79% stake in Nagarro SE (XTRA:NA9) for approximately €790 million on June 26, 2026. A cash consideration valued at €81 per share will be paid by Persistent Systems Limited. Persistent will fund the transaction with committed financing from Barclays. The Offer forms part of a taking-private strategy. Following completion of the Offer, Persistent intends to pursue a delisting of Nagarro shares from the regulated market. Persistent Systems has signed a purchase agreement to acquire 21% stake from Lantano Beteiligungen GmbH. The transaction is expected to be cash EPS accretive for Persistent shareholders in the first year of the transaction. The transaction is subject to approval by regulatory board / committee and minimum tender of 50% stake. The deal has been approved by the board of Persistent Systems Limited and Nagarro on June 26, 2026. The transaction is expected to close in Q4 Year 26/Q1 Year 27. Barclays Bank PLC acted as financial advisor for Persistent Systems Limited. Heimes & Müller acted as legal advisor for Persistent Systems Limited. Khaitan & Co. acted as legal advisor for Persistent Systems Limited. JP Morgan acted as financial advisor for Nagarro SE. Freshfields LLP acted as legal advisor for Nagarro SE.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €42.58, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the IT industry in Europe. Total loss to shareholders of 27% over the past year.
Upcoming Dividend • Jun 23Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 02 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Austrian dividend payers (4.0%). Higher than average of industry peers (2.7%).
Declared Dividend • May 25Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22+ 1 more updateNagarro SE, Annual General Meeting, Jun 29, 2026Nagarro SE, Annual General Meeting, Jun 29, 2026, at 10:00 W. Europe Standard Time.
New Risk • May 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks High level of debt (120% net debt to equity). Large one-off items impacting financial results.
お知らせ • May 01Nagarro SE Proposes DividendNagarro SE Management Board and Supervisory Board will propose to the Annual General Meeting the distribution of a dividend of €1.00 per share.
Reported Earnings • Apr 30Full year 2025 earnings released: EPS: €3.08 (vs €3.69 in FY 2024)Full year 2025 results: EPS: €3.08 (down from €3.69 in FY 2024). Revenue: €1.01b (up 3.7% from FY 2024). Net income: €39.5m (down 20% from FY 2024). Profit margin: 3.9% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the IT industry in Europe.
Buy Or Sell Opportunity • Apr 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €46.62. The fair value is estimated to be €60.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
お知らせ • Apr 17+ 1 more updateNagarro SE Appoints Prateek Aggarwal as Member of the Management Board, Effective May 1, 2026The Supervisory Board of Nagarro SE has appointed Prateek Aggarwal as member of the Management Board, effective May 1, 2026. He will serve an initial term of three years. With this appointment, Nagarro expands and strengthens its leadership team, and establishes a dedicated CFO role to support the company's continued global growth, enhanced governance, and constructive engagement with international capital markets. Prateek Aggarwal brings more than 20 years of finance leadership experience in the technology and IT services sector. He has held senior roles in global listed companies, including multi-country and culturally diverse operating environments, with a strong track record in financial management, operational discipline, and capital markets engagement. Most recently, he served in a senior value creation role at RPSG Group. Prior to that, he was Chief Financial Officer at HCLTech and Hexaware Technologies, where he led global finance functions and supported business growth and transformation initiatives.
Buy Or Sell Opportunity • Apr 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €45.60. The fair value is estimated to be €57.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
お知らせ • Mar 24+ 1 more updateNagarro SE to Report Fiscal Year 2025 Results on Mar 24, 2026Nagarro SE announced that they will report fiscal year 2025 results on Mar 24, 2026
Buy Or Sell Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to €58.75. The fair value is estimated to be €74.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 18%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.
お知らせ • Feb 02+ 3 more updatesNagarro SE to Report First Half, 2026 Results on Aug 14, 2026Nagarro SE announced that they will report first half, 2026 results on Aug 14, 2026
お知らせ • Jan 09Nagarro SE Announces Board and Committees AppointmentsNagarro SE announced that the Supervisory Board has elected Christian Bacherl as its Chairperson and Jack Clemons as Deputy Chairperson, following the resignation of Dr. Martin Enderle as Chairperson and member of the Supervisory Board for health reasons effective December 31, 2025. The Supervisory Board has also initiated the process to find a candidate for the vacant seat on the Supervisory Board. The Nomination & Remuneration Committee and the Strategy Committee of the Supervisory Board have also been recomposed. Dr. Shalini Sarin is now chairing the Nomination & Remuneration Committee with Christian Bacherl joining as Deputy and Jack Clemons. The Strategy Committee continues with Dr. Hans-Paul Bürkner as Chairperson together with Jack Clemons as the new Deputy and Vishal Gaur. The Audit Committee remains unchanged with Jack Clemons as Chairperson, Christian Bacherl as Deputy and Vishal Gaur.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €68.85, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the IT industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €90.45 per share.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €1.69 (vs €0.96 in 3Q 2024)Third quarter 2025 results: EPS: €1.69 (up from €0.96 in 3Q 2024). Revenue: €254.6m (up 4.8% from 3Q 2024). Net income: €21.4m (up 68% from 3Q 2024). Profit margin: 8.4% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the IT industry in Europe.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: €0.66 (vs €0.91 in 2Q 2024)Second quarter 2025 results: EPS: €0.66 (down from €0.91 in 2Q 2024). Revenue: €263.8m (up 8.0% from 2Q 2024). Net income: €8.35m (down 31% from 2Q 2024). Profit margin: 3.2% (down from 4.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe.
お知らせ • Aug 14+ 2 more updatesNagarro SE Declares DividendNagarro SE announced that A dividend of €1.00 per share amounting to €12.6 million (13.1% of 2024 EBIT) has been declared during the Annual General Meeting held on June 30, 2025.
お知らせ • May 23Nagarro SE, Annual General Meeting, Jun 30, 2025Nagarro SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • May 16Third quarter 2024 earnings released: EPS: €0.96 (vs €0.94 in 3Q 2023)Third quarter 2024 results: EPS: €0.96 (up from €0.94 in 3Q 2023). Revenue: €243.0m (up 3.7% from 3Q 2023). Net income: €12.8m (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 4 years, compared to a 4.1% growth forecast for the IT industry in Europe.
お知らせ • May 16Nagarro Se Proposes DividendNagarro SE announced that the Management Board and Supervisory Board of Nagarro SE will, for the first time, propose to the Annual General Meeting the distribution of a dividend of €1.00 per share. The proposed dividend marks an important milestone and underlines the company's long-term value creation strategy.
お知らせ • May 09+ 2 more updatesNagarro SE(XTRA:NA9) dropped from Germany TECDAX Index (Price Return)Nagarro SE has been dropped from the Germany TECDAX (Price Return) Index.
お知らせ • Mar 23Carl Georg Dürschmidt to Resign as Member and Chairperson of the Supervisory Board of Nagarro SE, Effective May 1, 2025The chairperson of the Supervisory Board of Nagarro SE, Mr. Carl Georg Dürschmidt, has informed the Company of his wish to resign from his office as member and chairperson of the Supervisory Board with effect as of May 1, 2025, i.e., in six weeks and the Supervisory Board and the Management Board have accepted this. The Company will address the succession of Mr. Dürschmidt and propose a suitable successor at the Annual General Meeting on June 25, 2025, in the course of the Supervisory Board elections that are due to take place anyway.
