Neste Oyj（NEF）株式概要Neste Oyjは子会社とともに、再生可能ディーゼル燃料と持続可能な航空燃料をフィンランド、その他の北欧諸国、バルト海沿岸諸国、その他の欧州諸国、米国、および国際的に提供している。 詳細NEF ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より46.8%で取引されている 今年は黒字化を達成 リスク分析今後3年間の収益は年平均0.8%減少すると予測されている。 株式の流動性は非常に低い すべてのリスクチェックを見るNEF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,504 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 NarrativeBLINRODA488,504 investors already sharing narrativesYour Fair ValueCHF Current PriceCHF 27.599.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-189m26b2016201920222025202620282031Revenue €26.5bEarnings €1.9bAdvancedSet Fair ValueView all narrativesNeste Oyj 競合他社Formosa PetrochemicalSymbol: TWSE:6505Market cap: NT$742.1bENEOS HoldingsSymbol: TSE:5020Market cap: JP¥3.5tIndian OilSymbol: NSEI:IOCMarket cap: ₹1.9tHF SinclairSymbol: NYSE:DINOMarket cap: US$15.9b価格と性能株価の高値、安値、推移の概要Neste Oyj過去の株価現在の株価€27.5952週高値€30.8152週安値€24.06ベータ0.571ヶ月の変化10.94%3ヶ月変化8.23%1年変化106.97%3年間の変化n/a5年間の変化n/aIPOからの変化-52.35%最新ニュースReported Earnings • Jul 26Second quarter 2026 earnings released: EPS: €1.00 (vs €0.05 loss in 2Q 2025)Second quarter 2026 results: EPS: €1.00 (up from €0.05 loss in 2Q 2025). Revenue: €5.99b (up 33% from 2Q 2025). Net income: €765.0m (up €801.0m from 2Q 2025). Profit margin: 13% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat.New Risk • Jul 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future.お知らせ • Jul 24+ 1 more updateNeste Oyj Provides Sales Guidance for 2026Neste Oyj provided sales guidance for 2026. For the period, the company expects Renewable Products' sales volumes are expected to be approximately at the same level as in 2025 and Oil Products' sales volumes are expected to be lower than in 2025 due to the planned maintenance turnaround.お知らせ • Jun 29Technip Energies, Alterra and Neste Launch Nerea, a Standardized Modular Solution for Plastic Chemical RecyclingTechnip Energies, Alterra and Neste announced the commercial launch of Nerea™, a new type of industrial offering designed to accelerate the deployment of chemical recycling projects for plastic waste. By transitioning from bespoke engineering to a standardized product model, Nerea™ enables waste operators, project developers, refining and petrochemical players to scale circular plastic production with enhanced predictability. Nerea™ addresses this challenge by building on the collaboration agreement signed by Technip Energies, Alterra and Neste in November 2024 and bringing together Alterra’s thermochemical liquefaction technology, Neste’s chemical recycling expertise, and Technip Energies’ engineering, project delivery and modularization capabilities. Alterra’s technology has demonstrated more than five years of continuous commercial operation, processing real-world plastic waste streams. Nerea™ has a standardized, modular design that minimizes pre-investment and reduces project complexity, while providing greater certainty in terms of cost and schedule. Designed for rapid deployment across various industrial environments, the Nerea™ plant converts heterogeneous and hard-to-recycle plastic waste into high-quality feedstock for the petrochemical industry.お知らせ • Jun 12Neste Corporation Announces Board ChangesThe following members have been appointed to the Shareholders' Nomination Board of Neste Corporation: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister s Office of Finland, as the Chair, and EVP, Investments Annika Ekman of Ilmarinen Mutual Pension Insurance Company and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste s Board of Directors by 31 January 2027.お知らせ • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.最新情報をもっと見るRecent updatesReported Earnings • Jul 26Second quarter 2026 earnings released: EPS: €1.00 (vs €0.05 loss in 2Q 2025)Second quarter 2026 results: EPS: €1.00 (up from €0.05 loss in 2Q 2025). Revenue: €5.99b (up 33% from 2Q 2025). Net income: €765.0m (up €801.0m from 2Q 2025). Profit margin: 13% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat.New Risk • Jul 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future.お知らせ • Jul 24+ 1 more updateNeste Oyj Provides Sales Guidance for 2026Neste Oyj provided sales guidance for 2026. For the period, the company expects Renewable Products' sales volumes are expected to be approximately at the same level as in 2025 and Oil Products' sales volumes are expected to be lower than in 2025 due to the planned maintenance turnaround.お知らせ • Jun 29Technip Energies, Alterra and Neste Launch Nerea, a Standardized Modular Solution for Plastic Chemical RecyclingTechnip Energies, Alterra and Neste announced the commercial launch of Nerea™, a new type of industrial offering designed to accelerate the deployment of chemical recycling projects for plastic waste. By transitioning from bespoke engineering to a standardized product model, Nerea™ enables waste operators, project developers, refining and petrochemical players to scale circular plastic production with enhanced predictability. Nerea™ addresses this challenge by building on the collaboration agreement signed by Technip Energies, Alterra and Neste in November 2024 and bringing together Alterra’s thermochemical liquefaction technology, Neste’s chemical recycling expertise, and Technip Energies’ engineering, project delivery and modularization capabilities. Alterra’s technology has demonstrated more than five years of continuous commercial operation, processing real-world plastic waste streams. Nerea™ has a standardized, modular design that minimizes pre-investment and reduces project complexity, while providing greater certainty in terms of cost and schedule. Designed for rapid deployment across various industrial environments, the Nerea™ plant converts heterogeneous and hard-to-recycle plastic waste into high-quality feedstock for the petrochemical industry.お知らせ • Jun 12Neste Corporation Announces Board ChangesThe following members have been appointed to the Shareholders' Nomination Board of Neste Corporation: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister s Office of Finland, as the Chair, and EVP, Investments Annika Ekman of Ilmarinen Mutual Pension Insurance Company and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste s Board of Directors by 31 January 2027.お知らせ • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.Declared Dividend • Mar 10Dividend of €0.20 announcedShareholders will receive a dividend of €0.20. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 4.5%. Payout Ratios Payout ratio: 107%. Cash payout ratio: 19%.お知らせ • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.お知らせ • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.お知らせ • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).お知らせ • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.お知らせ • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.お知らせ • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.お知らせ • Mar 26Neste Oyj Elects Members of Its Two CommitteesNeste Oyj convening after the Annual General Meeting on March 25, 2025, announced that the Board of Directors elected the members of its two Committees. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee. Essimari Kairisto was elected as Chair and John Abbott, Anna Hyvönen and Just Jansz as members of the Audit Committee.お知らせ • Mar 25Neste Corporation Approves Dividend for the Year 2024, Payable on 3 April 2025Neste Corporation announced that at its AGM held on 25 March 2025, approved the board of directors' proposal that a dividend of EUR 0.20 per share will be paid on the basis of the approved balance sheet for 2024. The dividend will be paid to shareholders registered in the shareholders' register of the company maintained by Euroclear Finland Oy on the record date of the dividend payment, which shall be 27 March 2025. The dividend will be paid on 3 April 2025.Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 03 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Swiss dividend payers (4.0%). Lower than average of industry peers (6.6%).Declared Dividend • Feb 19Final dividend of €0.20 announcedShareholders will receive a dividend of €0.20. Ex-date: 26th March 2025 Payment date: 3rd April 2025 Dividend yield will be 8.9%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.New Risk • Feb 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 210% Paying a dividend despite having no free cash flows.Board Change • Feb 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. Independent Director Nick Elmslie was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Feb 13+ 1 more updateNeste Oyj Announces Resignation of Eeva Sipilä as Member of the Board of Directors and the Chair of the Audit CommitteeNeste Oyj announced that Eeva Sipilä, a member of the Board of Directors and the Chair of the Audit Committee of Neste Corporation, has announced her resignation from the Board of the company as of today. The reason for the resignation is her appointment as Neste's Chief Financial Officer as of 1 May 2025, at the latest. The stock exchange release on the appointment was published on 28 October 2024. After Sipilä's resignation Neste's Board comprises eight members. The Chair of the Board Matti Kähkönen performs the duties of the Chair of the Audit Committee until the new Board to be elected at the Annual General Meeting on 25 March 2025 has organized itself.お知らせ • Oct 28+ 1 more updateNeste Announces CFO ChangesNeste has appointed a new Leadership Team as of 28 October 2024 . Eeva Sipilä has been appointed Chief Financial Officer (CFO) and she will start at Neste no later than 1 May 2025. Until then Anssi Tammilehto, Vice President, Investor Relations, will act as interim CFO. Eeva Sipilä (M.Sc. (Econ.), CEFA, born 1973) joins Neste from Metso Corporation where she has served as CFO and Deputy CEO. She has been Vice Chair of the Board of Neste since 2023 and Member of the Board since 2022. Martti Ala-Härkönen, Neste's current CFO, will leave the company and continue his career outside of Neste.お知らせ • Aug 30+ 4 more updatesNeste Oyj to Report Nine Months, 2025 Results on Oct 29, 2025Neste Oyj announced that they will report nine months, 2025 results on Oct 29, 2025お知らせ • Jun 14Neste Corporation Announces Resignation of Heikki Malinen as Member of the Board of DirectorsNeste Corporation announced Heikki Malinen, a member of the board of directors of the company has announced his resignation from the board of the company as of 13 June 2024. The reason for the resignation is his appointment as Neste’s President and CEO as of 2 November 2024, at the latest. After Malinen’s resignation Neste’s Board comprises nine members.お知らせ • May 03+ 1 more updateNeste Corporation Appoints Heikki Malinen as President, as of 2 November 2024Neste Corporation has appointed Heikki Malinen, M.Sc. (Econ.), MBA (Harvard) as the president of the company as of 2 November 2024, at the latest. Malinen joins the company from Outokumpu Corporation where he has held the position of President and CEO since 2020. Malinen is currently a member of the Board of Directors of Neste, from which position he will step down before assuming the duties of the President and CEO.As announced on 29 April 2024, Neste's current President and CEO Matti Lehmus will continue in his position until Heikki Malinen assumes the duties of the President and CEO.お知らせ • Nov 09Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V.Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V. on November 8, 2023. After this transaction Neste Oyj (HLSE:NESTE) Holds 80% stake in Neste Demeter B.V. Neste has also agreed to acquire the remaining shares of Neste Demeter B.V. over the next few years as agreed with the minority shareholders. Neste Oyj (HLSE:NESTE) completed the acquisition of additional 29% stake in Neste Demeter B.V. on November 8, 2023.お知らせ • Oct 12+ 1 more updateNeste Oyj to Report Nine Months, 2024 Results on Oct 24, 2024Neste Oyj announced that they will report nine months, 2024 results on Oct 24, 2024株主還元NEFCH Oil and GasCH 市場7D-10.4%2.5%0.7%1Y107.0%37.2%16.6%株主還元を見る業界別リターン: NEF過去 1 年間で37.2 % の収益を上げたSwiss Oil and Gas業界を上回りました。リターン対市場: NEF過去 1 年間で16.6 % の収益を上げたSwiss市場を上回りました。価格変動Is NEF's price volatile compared to industry and market?NEF volatilityNEF Average Weekly Movementn/aOil and Gas Industry Average Movement5.9%Market Average Movement4.0%10% most volatile stocks in CH Market7.6%10% least volatile stocks in CH Market2.2%安定した株価: NEFの株価は、 Swiss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: 過去 1 年間のNEFのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19485,178Heikki Malinenwww.neste.comNeste Oyjは子会社とともに、再生可能ディーゼル燃料と持続可能な航空燃料をフィンランド、その他の北欧諸国、バルト三国、その他の欧州諸国、米国、および国際的に提供している。再生可能製品事業、石油製品事業、マーケティング＆サービス事業、その他事業を展開している。同社は再生可能ディーゼル、持続可能な航空燃料、関連ソリューション、プラスチックや化学品用の再生可能・リサイクル原料の生産、マーケティング、販売を法人顧客向けに行っている。また、軽油、ガソリン、航空・船舶用燃料、軽油・重油、ガソリン成分などの各種石油製品、小型エンジン用ガソリン、溶剤、液化ガス、アスファルトなどの特殊燃料を、小売・流通業者、石油メジャー・商社、石油化学会社、潤滑油・溶剤販売会社向けに提供している。さらに、消費者、輸送サービス業者、航空、海運、工業、農業、自治体、暖房用燃料の顧客向けに、低排出ガス燃料や石油製品、関連するデジタル・ソリューションを販売し、輸送用燃料やEV充電サービスも販売している。同社は以前はNeste Oil Oyjとして知られ、2015年6月にNeste Oyjに社名を変更した。Neste Oyjは1948年に設立され、フィンランドのエスポーに本社を置いている。もっと見るNeste Oyj 基礎のまとめNeste Oyj の収益と売上を時価総額と比較するとどうか。NEF 基礎統計学時価総額CHF 22.44b収益（TTM）CHF 1.41b売上高(TTM)CHF 19.18b15.9xPER（株価収益率1.2xP/SレシオNEF 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NEF 損益計算書（TTM）収益€20.64b売上原価€16.51b売上総利益€4.13bその他の費用€2.61b収益€1.52b直近の収益報告Jun 30, 2026次回決算日Oct 29, 2026一株当たり利益（EPS）1.98グロス・マージン20.01%純利益率7.36%有利子負債／自己資本比率44.1%NEF 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0.6%現在の配当利回り10%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2026/07/27 04:45終値2026/07/24 00:00収益2026/06/30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Neste Oyj 16 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。37 アナリスト機関Alejandro VigilBanco SantanderNaisheng CuiBarclaysHenry TarrBerenberg34 その他のアナリストを表示
Reported Earnings • Jul 26Second quarter 2026 earnings released: EPS: €1.00 (vs €0.05 loss in 2Q 2025)Second quarter 2026 results: EPS: €1.00 (up from €0.05 loss in 2Q 2025). Revenue: €5.99b (up 33% from 2Q 2025). Net income: €765.0m (up €801.0m from 2Q 2025). Profit margin: 13% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat.
New Risk • Jul 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future.
お知らせ • Jul 24+ 1 more updateNeste Oyj Provides Sales Guidance for 2026Neste Oyj provided sales guidance for 2026. For the period, the company expects Renewable Products' sales volumes are expected to be approximately at the same level as in 2025 and Oil Products' sales volumes are expected to be lower than in 2025 due to the planned maintenance turnaround.
お知らせ • Jun 29Technip Energies, Alterra and Neste Launch Nerea, a Standardized Modular Solution for Plastic Chemical RecyclingTechnip Energies, Alterra and Neste announced the commercial launch of Nerea™, a new type of industrial offering designed to accelerate the deployment of chemical recycling projects for plastic waste. By transitioning from bespoke engineering to a standardized product model, Nerea™ enables waste operators, project developers, refining and petrochemical players to scale circular plastic production with enhanced predictability. Nerea™ addresses this challenge by building on the collaboration agreement signed by Technip Energies, Alterra and Neste in November 2024 and bringing together Alterra’s thermochemical liquefaction technology, Neste’s chemical recycling expertise, and Technip Energies’ engineering, project delivery and modularization capabilities. Alterra’s technology has demonstrated more than five years of continuous commercial operation, processing real-world plastic waste streams. Nerea™ has a standardized, modular design that minimizes pre-investment and reduces project complexity, while providing greater certainty in terms of cost and schedule. Designed for rapid deployment across various industrial environments, the Nerea™ plant converts heterogeneous and hard-to-recycle plastic waste into high-quality feedstock for the petrochemical industry.
お知らせ • Jun 12Neste Corporation Announces Board ChangesThe following members have been appointed to the Shareholders' Nomination Board of Neste Corporation: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister s Office of Finland, as the Chair, and EVP, Investments Annika Ekman of Ilmarinen Mutual Pension Insurance Company and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste s Board of Directors by 31 January 2027.
お知らせ • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.
Reported Earnings • Jul 26Second quarter 2026 earnings released: EPS: €1.00 (vs €0.05 loss in 2Q 2025)Second quarter 2026 results: EPS: €1.00 (up from €0.05 loss in 2Q 2025). Revenue: €5.99b (up 33% from 2Q 2025). Net income: €765.0m (up €801.0m from 2Q 2025). Profit margin: 13% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat.
New Risk • Jul 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future.
お知らせ • Jul 24+ 1 more updateNeste Oyj Provides Sales Guidance for 2026Neste Oyj provided sales guidance for 2026. For the period, the company expects Renewable Products' sales volumes are expected to be approximately at the same level as in 2025 and Oil Products' sales volumes are expected to be lower than in 2025 due to the planned maintenance turnaround.
お知らせ • Jun 29Technip Energies, Alterra and Neste Launch Nerea, a Standardized Modular Solution for Plastic Chemical RecyclingTechnip Energies, Alterra and Neste announced the commercial launch of Nerea™, a new type of industrial offering designed to accelerate the deployment of chemical recycling projects for plastic waste. By transitioning from bespoke engineering to a standardized product model, Nerea™ enables waste operators, project developers, refining and petrochemical players to scale circular plastic production with enhanced predictability. Nerea™ addresses this challenge by building on the collaboration agreement signed by Technip Energies, Alterra and Neste in November 2024 and bringing together Alterra’s thermochemical liquefaction technology, Neste’s chemical recycling expertise, and Technip Energies’ engineering, project delivery and modularization capabilities. Alterra’s technology has demonstrated more than five years of continuous commercial operation, processing real-world plastic waste streams. Nerea™ has a standardized, modular design that minimizes pre-investment and reduces project complexity, while providing greater certainty in terms of cost and schedule. Designed for rapid deployment across various industrial environments, the Nerea™ plant converts heterogeneous and hard-to-recycle plastic waste into high-quality feedstock for the petrochemical industry.
お知らせ • Jun 12Neste Corporation Announces Board ChangesThe following members have been appointed to the Shareholders' Nomination Board of Neste Corporation: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister s Office of Finland, as the Chair, and EVP, Investments Annika Ekman of Ilmarinen Mutual Pension Insurance Company and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste s Board of Directors by 31 January 2027.
お知らせ • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.
Declared Dividend • Mar 10Dividend of €0.20 announcedShareholders will receive a dividend of €0.20. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 4.5%. Payout Ratios Payout ratio: 107%. Cash payout ratio: 19%.
お知らせ • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.
お知らせ • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.
お知らせ • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).
お知らせ • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.
お知らせ • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.
お知らせ • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.
お知らせ • Mar 26Neste Oyj Elects Members of Its Two CommitteesNeste Oyj convening after the Annual General Meeting on March 25, 2025, announced that the Board of Directors elected the members of its two Committees. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee. Essimari Kairisto was elected as Chair and John Abbott, Anna Hyvönen and Just Jansz as members of the Audit Committee.
お知らせ • Mar 25Neste Corporation Approves Dividend for the Year 2024, Payable on 3 April 2025Neste Corporation announced that at its AGM held on 25 March 2025, approved the board of directors' proposal that a dividend of EUR 0.20 per share will be paid on the basis of the approved balance sheet for 2024. The dividend will be paid to shareholders registered in the shareholders' register of the company maintained by Euroclear Finland Oy on the record date of the dividend payment, which shall be 27 March 2025. The dividend will be paid on 3 April 2025.
Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 03 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Swiss dividend payers (4.0%). Lower than average of industry peers (6.6%).
Declared Dividend • Feb 19Final dividend of €0.20 announcedShareholders will receive a dividend of €0.20. Ex-date: 26th March 2025 Payment date: 3rd April 2025 Dividend yield will be 8.9%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
New Risk • Feb 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 210% Paying a dividend despite having no free cash flows.
Board Change • Feb 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. Independent Director Nick Elmslie was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Feb 13+ 1 more updateNeste Oyj Announces Resignation of Eeva Sipilä as Member of the Board of Directors and the Chair of the Audit CommitteeNeste Oyj announced that Eeva Sipilä, a member of the Board of Directors and the Chair of the Audit Committee of Neste Corporation, has announced her resignation from the Board of the company as of today. The reason for the resignation is her appointment as Neste's Chief Financial Officer as of 1 May 2025, at the latest. The stock exchange release on the appointment was published on 28 October 2024. After Sipilä's resignation Neste's Board comprises eight members. The Chair of the Board Matti Kähkönen performs the duties of the Chair of the Audit Committee until the new Board to be elected at the Annual General Meeting on 25 March 2025 has organized itself.
お知らせ • Oct 28+ 1 more updateNeste Announces CFO ChangesNeste has appointed a new Leadership Team as of 28 October 2024 . Eeva Sipilä has been appointed Chief Financial Officer (CFO) and she will start at Neste no later than 1 May 2025. Until then Anssi Tammilehto, Vice President, Investor Relations, will act as interim CFO. Eeva Sipilä (M.Sc. (Econ.), CEFA, born 1973) joins Neste from Metso Corporation where she has served as CFO and Deputy CEO. She has been Vice Chair of the Board of Neste since 2023 and Member of the Board since 2022. Martti Ala-Härkönen, Neste's current CFO, will leave the company and continue his career outside of Neste.
お知らせ • Aug 30+ 4 more updatesNeste Oyj to Report Nine Months, 2025 Results on Oct 29, 2025Neste Oyj announced that they will report nine months, 2025 results on Oct 29, 2025
お知らせ • Jun 14Neste Corporation Announces Resignation of Heikki Malinen as Member of the Board of DirectorsNeste Corporation announced Heikki Malinen, a member of the board of directors of the company has announced his resignation from the board of the company as of 13 June 2024. The reason for the resignation is his appointment as Neste’s President and CEO as of 2 November 2024, at the latest. After Malinen’s resignation Neste’s Board comprises nine members.
お知らせ • May 03+ 1 more updateNeste Corporation Appoints Heikki Malinen as President, as of 2 November 2024Neste Corporation has appointed Heikki Malinen, M.Sc. (Econ.), MBA (Harvard) as the president of the company as of 2 November 2024, at the latest. Malinen joins the company from Outokumpu Corporation where he has held the position of President and CEO since 2020. Malinen is currently a member of the Board of Directors of Neste, from which position he will step down before assuming the duties of the President and CEO.As announced on 29 April 2024, Neste's current President and CEO Matti Lehmus will continue in his position until Heikki Malinen assumes the duties of the President and CEO.
お知らせ • Nov 09Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V.Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V. on November 8, 2023. After this transaction Neste Oyj (HLSE:NESTE) Holds 80% stake in Neste Demeter B.V. Neste has also agreed to acquire the remaining shares of Neste Demeter B.V. over the next few years as agreed with the minority shareholders. Neste Oyj (HLSE:NESTE) completed the acquisition of additional 29% stake in Neste Demeter B.V. on November 8, 2023.
お知らせ • Oct 12+ 1 more updateNeste Oyj to Report Nine Months, 2024 Results on Oct 24, 2024Neste Oyj announced that they will report nine months, 2024 results on Oct 24, 2024
