View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAluflexpack 配当と自社株買い配当金 基準チェック /06Aluflexpack配当金を支払った記録がありません。主要情報n/a配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Apr 29Aluflexpack AG, Annual General Meeting, May 21, 2025Aluflexpack AG, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 06Constantia Flexibles AG completed the acquisition of 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH.Constantia Flexibles AG entered into a share purchase agreement to acquire 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH for approximately CHF 180 million on February 15, 2024. As consideration, Aluflexpack was offered CHF 15.00 per share to CHF 18.75 per share. The Offer represents a 72% premium over Aluflexpack's closing share price on February 15, 2024, the trading day immediately preceding the pre-announcement of the offer, and a 78% premium to the volume weighted average price during the last 60 trading days prior to the pre-announcement of the offer. On 12 February 2024, the Takeover Board issued the decision 864/01 in the matter of Aluflexpack AG with regard to the publication of the Pre-Announcement and the conditions contained therein regarding the public tender offer of Constantia Flexibles GmbH to the shareholders of Aluflexpack AG comply with the provisions of the Swiss Federal Act on Financial Market Infrastructures and Market Conduct in Securities and Derivatives Trading (FinMIA) and its implementing ordinances. The offer is subject to certain terms and conditions, including the outcome of the regulatory process. The transaction is expected to be completed in Q4 2024. In a related transaction in parallel, Constantia Flexibles will launch an all cash public tender offer for all publicly held registered shares of Aluflexpack for CHF 18.75 per share. As of January 30, 2025, the European Commission approved the acquisition of Swiss packaging firm Aluflexpack (SWX:AFP) by Austrian rival Constantia Flexibles GmbH, but imposed conditions to prevent the deal’s potential negative effect on competition. The Commission found that the transaction would have reduced competition in the markets for the supply of sterilisable aluminium containers and lids for wet pet food and certain human foods. Jefferies is acting as exclusive financial advisor and Willkie, Farr & Gallagher LLP,, Latham & Watkins LLP and Mariel Hoch, Fabienne Perlini, Faton Aliu, Micha Schilling, Raoul Stocker, Laura Widmer, Jonas Bornhauser and Rocco Rigozzi of Bär & Karrer Ltd. as legal advisors to Constantia in the context of this transaction. MP Corporate Finance is acting as exclusive financial advisor to Aluflexpack, MTC and Xoris GmbH and Walder Wyss and Freshfields as legal advisors to MTC and Aluflexpack. Constantia Flexibles AG completed the acquisition of 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH on March 4, 2025. The acquisition by Constantia marks an exciting new chapter for Aluflexpack.お知らせ • Mar 05Aluflexpack Applies for the Delisting of the SharesConstantia Flexibles ("Constantia" or the "Company"), a global packaging manufacturer and portfolio company owned by an affiliate of One Rock Capital Partners, LLC ("One Rock"), announced that it has successfully completed the acquisition of a majority of shares of Aluflexpack AG ("Aluflexpack"). Constantia has acquired approximately 57% of the shares of Aluflexpack from Montana Tech Components AG ("MTC") and Xoris GmbH, and in parallel settled a successful tender offer for the remaining publicly held registered shares (the "Offer"). As announced in the offer prospectus, Constantia initiated the squeeze-out procedure and had Aluflexpack apply for the delisting of the Aluflexpack shares, such delisting to be effective as of the date of the court decision regarding the squeeze-out.お知らせ • May 22Constantia May Proceed to Delist AluflexpackAustrian packaging firm Constantia Flexibles GmbH said on May 17, 2024 that it has secured 86.38% of Swiss rival Aluflexpack AG during the main period of a tender offer, according to preliminary results. Based on the results, the minimum acceptance level of 90% has not been reached yet. Constantia, however, plans to waive the condition if the final results of the main offer are substantially the same or higher than the preliminary numbers. In this case, the offer will be declared successful and the Austrian company will proceed with its plans to delist Aluflexpack.New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 37% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 37% per year for the foreseeable future.Reported Earnings • Mar 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €401.7m (up 12% from FY 2022). Net income: €10.5m (up 154% from FY 2022). Profit margin: 2.6% (up from 1.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Packaging industry in Europe.お知らせ • Mar 21+ 2 more updatesAluflexpack AG to Report Fiscal Year 2023 Results on Mar 28, 2024Aluflexpack AG announced that they will report fiscal year 2023 results at 7:00 AM, Central European Standard Time on Mar 28, 2024New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 18% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (18% average weekly change).お知らせ • Feb 16Constantia Flexibles AG entered into a transaction agreement to acquire 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH for approximately CHF 180 million.Constantia Flexibles AG entered into a share purchase agreement to acquire 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH for approximately CHF 180 million on February 15, 2024. As consideration, Aluflexpack was offered CHF 15.00 per share to CHF 18.75 per share. The Offer represents a 72% premium over Aluflexpack's closing share price on February 15, 2024, the trading day immediately preceding the pre-announcement of the offer, and a 78% premium to the volume weighted average price during the last 60 trading days prior to the pre-announcement of the offer. On 12 February 2024, the Takeover Board issued the decision 864/01 in the matter of Aluflexpack AG with regard to the publication of the Pre-Announcement and the conditions contained therein regarding the public tender offer of Constantia Flexibles GmbH to the shareholders of Aluflexpack AG comply with the provisions of the Swiss Federal Act on Financial Market Infrastructures and Market Conduct in Securities and Derivatives Trading (FinMIA) and its implementing ordinances. The offer is subject to certain terms and conditions, including the outcome of the regulatory process. The transaction is expected to be completed in Q4 2024. In a related transaction in parallel, Constantia Flexibles will launch an all cash public tender offer for all publicly held registered shares of Aluflexpack for CHF 18.75 per share. Jefferies is acting as exclusive financial advisor and Latham & Watkins LLP and Bar Karrer as legal advisors to Constantia in the context of this transaction. MP Corporate Finance is acting as exclusive financial advisor to MTC and Xoris GmbH and Walder Wyss and Freshfields as legal advisors to MTC and Aluflexpack.分析記事 • Jan 30Investors Continue Waiting On Sidelines For Aluflexpack AG (VTX:AFP)There wouldn't be many who think Aluflexpack AG's ( VTX:AFP ) price-to-sales (or "P/S") ratio of 0.4x is worth a...New Risk • Oct 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.2% 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 (11% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (4.2% average weekly change).分析記事 • Oct 13Not Many Are Piling Into Aluflexpack AG (VTX:AFP) Just YetWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Packaging industry in Switzerland, you could be...お知らせ • Oct 12Aluflexpack AG Revises Sales Guidance for the Year 2023Aluflexpack AG revised sales guidance for the year 2023. For the year, the company expected net sales of EUR 360 million - EUR 390 million (previously EUR 390 million - EUR 430 million).お知らせ • Oct 07Aluflexpack AG (SWX:AFP) signed an agreement to acquire 68% stake in Helioflex North Africa S.P.S.Aluflexpack AG (SWX:AFP) signed an agreement to acquire 68% stake in Helioflex North Africa S.P.S on October 5, 2023. The local management of Helioflex remains invested. Helioflex has reported net sales of approximately €6.1 million in 2022. The acquisition is subject to regulatory approvals. The transaction is expected latest in first quarter of 2024.Reported Earnings • Aug 23First half 2023 earnings released: EPS: €0.077 (vs €0.47 in 1H 2022)First half 2023 results: EPS: €0.077 (down from €0.47 in 1H 2022). Revenue: €190.8m (up 16% from 1H 2022). Net income: €1.33m (down 84% from 1H 2022). Profit margin: 0.7% (down from 4.9% in 1H 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Aug 21Aluflexpack AG Provides Earnings Guidance for the Full Year 2023Aluflexpack AG provided earnings guidance for the full year 2023. For the year, Management Board anticipates net sales between EUR 390 million and EUR 430 million, excluding effects from IAS 29.お知らせ • Jan 20Aluflexpack Ag Raises Sales Guidance for the Full-Year 2022Aluflexpack AG raised sales guidance for the full-year 2022. For the financial year ending on 31 December 2022. Due to a better-than-anticipated business dynamic in December, the Group expects net sales of between EUR 340 million- EUR 360 million. Previously, expectations ranged between EUR 320 million and EUR 350 million.お知らせ • Nov 30+ 2 more updatesAluflexpack AG to Report First Half, 2023 Results on Aug 23, 2023Aluflexpack AG announced that they will report first half, 2023 results on Aug 23, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Director Markus Vischer was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 06Aluflexpack AG Appoints Andreas Streit Head of SustainabilityAluflexpack AG appointed Mr. Andreas Streit as new Head of Sustainability, a position which was newly established. Andreas Streit has many years of professional experience in the fields of sustainability, energy, and quality management. Previously, he worked for Stora Enso, where he held positions related to sustainability and was responsible for different project and topics such as implementation of an IMS system, environmental & climate matters, community investments and divisional sustainability reporting. He is also a member of the environmental committee of Austrian Industry Association in relation to environment, energy, and climate policy. Mr. Streit has a bachelor's degree in engineering in Sustainable Resource Management and a Master study in Packaging Technology and Sustainability at Vienna University of Applied Science FH Campus Wien.分析記事 • Sep 24Is Aluflexpack (VTX:AFP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 24First half 2022 earnings released: EPS: €0.50 (vs €0.73 in 1H 2021)First half 2022 results: EPS: €0.50 (down from €0.73 in 1H 2021). Revenue: €174.1m (up 38% from 1H 2021). Net income: €8.13m (down 36% from 1H 2021). Profit margin: 4.7% (down from 10.0% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.9%, compared to a 14% growth forecast for the Packaging industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 149% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Markus Vischer was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Mar 21Earnings Miss: Aluflexpack AG Missed EPS By 22% And Analysts Are Revising Their ForecastsInvestors in Aluflexpack AG ( VTX:AFP ) had a good week, as its shares rose 6.8% to close at CHF16.45 following the...Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CHF15.20, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 56% over the past year.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CHF18.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Packaging industry in Europe. Total loss to shareholders of 54% over the past year.分析記事 • Dec 14Is There Now An Opportunity In Aluflexpack AG (VTX:AFP)?Aluflexpack AG ( VTX:AFP ), is not the largest company out there, but it received a lot of attention from a substantial...お知らせ • Aug 25Aluflexpack AG Provides Earnings Guidance for the Fiscal Year 2021Aluflexpack AG confirmed the guidance given in March 2021 and expects net sales for the fiscal year 2021 between EUR 260 million and EUR 270 million.分析記事 • Jul 19Returns On Capital Are Showing Encouraging Signs At Aluflexpack (VTX:AFP)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • May 08Aluflexpack AG Reaffirms Sales Guidance for the Year 2021Aluflexpack AG announced that Management Board expects net sales between EUR 260 million and EUR 270 million for the year 2021.分析記事 • Apr 05We Think Aluflexpack (VTX:AFP) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 21Full year 2020 earnings released: EPS €0.50 (vs €0.39 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €247.8m (up 19% from FY 2019). Net income: €8.78m (up €12.3m from FY 2019). Profit margin: 3.5% (up from net loss in FY 2019). The move to profitability was driven by higher revenue.分析記事 • Mar 15Can Aluflexpack (VTX:AFP) Continue To Grow Its Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Feb 08Should Aluflexpack AG (VTX:AFP) Focus On Improving This Fundamental Metric?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Is New 90 Day High Low • Feb 06New 90-day high: CHF39.30The company is up 33% from its price of CHF29.60 on 06 November 2020. The Swiss market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.84 per share.分析記事 • Jan 18Is Aluflexpack AG (VTX:AFP) Popular Amongst Institutions?A look at the shareholders of Aluflexpack AG ( VTX:AFP ) can tell us which group is most powerful. Institutions often...Is New 90 Day High Low • Jan 11New 90-day high: CHF36.00The company is up 49% from its price of CHF24.20 on 13 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF49.93 per share.分析記事 • Dec 28Update: Aluflexpack (VTX:AFP) Stock Gained 77% In The Last YearPassive investing in index funds can generate returns that roughly match the overall market. But investors can boost...お知らせ • Dec 16Aluflexpack AG Revises Earnings Guidance for the Year 2020Aluflexpack AG revised earnings guidance for the year 2020. The company has increased its outlook for the financial year 2020 as a result of a better-than-expected business development in the fourth quarter 2020. The management expects consolidated net sales for the financial year 2020 to be between EUR 235 million to EUR 240 million. The previous guidance projected the upper half of the range between EUR 220 million - EUR 230 million.Is New 90 Day High Low • Dec 16New 90-day high: CHF35.80The company is up 46% from its price of CHF24.60 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF30.39 per share.分析記事 • Dec 11Should You Use Aluflexpack's (VTX:AFP) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...お知らせ • Dec 03Aluflexpack AG, Annual General Meeting, May 10, 2021Aluflexpack AG, Annual General Meeting, May 10, 2021.分析記事 • Nov 23What We Make Of Aluflexpack's (VTX:AFP) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to €29.60, the stock is trading at a trailing P/E ratio of 71.2x, up from the previous P/E ratio of 61.3x. This compares to an average P/E of 15x in the Packaging industry in Europe. Total returns to shareholders over the past year are 42%.Is New 90 Day High Low • Nov 06New 90-day high: CHF29.60The company is up 35% from its price of CHF22.00 on 07 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF22.36 per share.お知らせ • Sep 26Aluflexpack AG (SWX:AFP) acquired 80% stake in Top-System Sp. z o.o. for €13 millionAluflexpack AG (SWX:AFP) acquired 80% stake in Top-System Sp. z o.o for €13 million on September 4, 2020. Top-System reported an annual net sales of €10 million. The previous majority shareholder and managing director will continue to run the company as Chief Executive Officer. Jakub Domalik-Plakwicz and Piotr Miller of DLA Piper Wiater sp.k. acted as legal advisor to Piotr Matuszewski. Aluflexpack AG (SWX:AFP) completed the acquisition of 80% stake in Top-System Sp. z o.o on September 4, 2020.お知らせ • Jul 18Aluflexpack AG to Report First Half, 2020 Results on Aug 24, 2020Aluflexpack AG announced that they will report first half, 2020 results on Aug 24, 2020決済の安定と成長配当データの取得安定した配当: AFPの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: AFPの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Aluflexpack 配当利回り対市場AFP 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (AFP)n/a市場下位25% (CH)2.0%市場トップ25% (CH)3.7%業界平均 (Packaging)3.6%アナリスト予想 (AFP) (最長3年)0%注目すべき配当: AFPは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: AFPは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: AFPの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: AFPが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YCH 市場の強力な配当支払い企業。View Management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2025/08/06 03:58終値2025/07/10 00:00収益2024/12/31年間収益2024/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Aluflexpack AG 0 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。5 アナリスト機関Gerhard OrgonasBerenbergBenjamin ThielmannBerenbergMartin ComtesseJefferies LLC2 その他のアナリストを表示
お知らせ • Apr 29Aluflexpack AG, Annual General Meeting, May 21, 2025Aluflexpack AG, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 06Constantia Flexibles AG completed the acquisition of 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH.Constantia Flexibles AG entered into a share purchase agreement to acquire 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH for approximately CHF 180 million on February 15, 2024. As consideration, Aluflexpack was offered CHF 15.00 per share to CHF 18.75 per share. The Offer represents a 72% premium over Aluflexpack's closing share price on February 15, 2024, the trading day immediately preceding the pre-announcement of the offer, and a 78% premium to the volume weighted average price during the last 60 trading days prior to the pre-announcement of the offer. On 12 February 2024, the Takeover Board issued the decision 864/01 in the matter of Aluflexpack AG with regard to the publication of the Pre-Announcement and the conditions contained therein regarding the public tender offer of Constantia Flexibles GmbH to the shareholders of Aluflexpack AG comply with the provisions of the Swiss Federal Act on Financial Market Infrastructures and Market Conduct in Securities and Derivatives Trading (FinMIA) and its implementing ordinances. The offer is subject to certain terms and conditions, including the outcome of the regulatory process. The transaction is expected to be completed in Q4 2024. In a related transaction in parallel, Constantia Flexibles will launch an all cash public tender offer for all publicly held registered shares of Aluflexpack for CHF 18.75 per share. As of January 30, 2025, the European Commission approved the acquisition of Swiss packaging firm Aluflexpack (SWX:AFP) by Austrian rival Constantia Flexibles GmbH, but imposed conditions to prevent the deal’s potential negative effect on competition. The Commission found that the transaction would have reduced competition in the markets for the supply of sterilisable aluminium containers and lids for wet pet food and certain human foods. Jefferies is acting as exclusive financial advisor and Willkie, Farr & Gallagher LLP,, Latham & Watkins LLP and Mariel Hoch, Fabienne Perlini, Faton Aliu, Micha Schilling, Raoul Stocker, Laura Widmer, Jonas Bornhauser and Rocco Rigozzi of Bär & Karrer Ltd. as legal advisors to Constantia in the context of this transaction. MP Corporate Finance is acting as exclusive financial advisor to Aluflexpack, MTC and Xoris GmbH and Walder Wyss and Freshfields as legal advisors to MTC and Aluflexpack. Constantia Flexibles AG completed the acquisition of 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH on March 4, 2025. The acquisition by Constantia marks an exciting new chapter for Aluflexpack.
お知らせ • Mar 05Aluflexpack Applies for the Delisting of the SharesConstantia Flexibles ("Constantia" or the "Company"), a global packaging manufacturer and portfolio company owned by an affiliate of One Rock Capital Partners, LLC ("One Rock"), announced that it has successfully completed the acquisition of a majority of shares of Aluflexpack AG ("Aluflexpack"). Constantia has acquired approximately 57% of the shares of Aluflexpack from Montana Tech Components AG ("MTC") and Xoris GmbH, and in parallel settled a successful tender offer for the remaining publicly held registered shares (the "Offer"). As announced in the offer prospectus, Constantia initiated the squeeze-out procedure and had Aluflexpack apply for the delisting of the Aluflexpack shares, such delisting to be effective as of the date of the court decision regarding the squeeze-out.
お知らせ • May 22Constantia May Proceed to Delist AluflexpackAustrian packaging firm Constantia Flexibles GmbH said on May 17, 2024 that it has secured 86.38% of Swiss rival Aluflexpack AG during the main period of a tender offer, according to preliminary results. Based on the results, the minimum acceptance level of 90% has not been reached yet. Constantia, however, plans to waive the condition if the final results of the main offer are substantially the same or higher than the preliminary numbers. In this case, the offer will be declared successful and the Austrian company will proceed with its plans to delist Aluflexpack.
New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 37% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 37% per year for the foreseeable future.
Reported Earnings • Mar 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €401.7m (up 12% from FY 2022). Net income: €10.5m (up 154% from FY 2022). Profit margin: 2.6% (up from 1.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Packaging industry in Europe.
お知らせ • Mar 21+ 2 more updatesAluflexpack AG to Report Fiscal Year 2023 Results on Mar 28, 2024Aluflexpack AG announced that they will report fiscal year 2023 results at 7:00 AM, Central European Standard Time on Mar 28, 2024
New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).
New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 18% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (18% average weekly change).
お知らせ • Feb 16Constantia Flexibles AG entered into a transaction agreement to acquire 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH for approximately CHF 180 million.Constantia Flexibles AG entered into a share purchase agreement to acquire 56.67% stake in Aluflexpack AG (SWX : AFP) from Montana Tech Components AG (MTC) and Xoris GmbH for approximately CHF 180 million on February 15, 2024. As consideration, Aluflexpack was offered CHF 15.00 per share to CHF 18.75 per share. The Offer represents a 72% premium over Aluflexpack's closing share price on February 15, 2024, the trading day immediately preceding the pre-announcement of the offer, and a 78% premium to the volume weighted average price during the last 60 trading days prior to the pre-announcement of the offer. On 12 February 2024, the Takeover Board issued the decision 864/01 in the matter of Aluflexpack AG with regard to the publication of the Pre-Announcement and the conditions contained therein regarding the public tender offer of Constantia Flexibles GmbH to the shareholders of Aluflexpack AG comply with the provisions of the Swiss Federal Act on Financial Market Infrastructures and Market Conduct in Securities and Derivatives Trading (FinMIA) and its implementing ordinances. The offer is subject to certain terms and conditions, including the outcome of the regulatory process. The transaction is expected to be completed in Q4 2024. In a related transaction in parallel, Constantia Flexibles will launch an all cash public tender offer for all publicly held registered shares of Aluflexpack for CHF 18.75 per share. Jefferies is acting as exclusive financial advisor and Latham & Watkins LLP and Bar Karrer as legal advisors to Constantia in the context of this transaction. MP Corporate Finance is acting as exclusive financial advisor to MTC and Xoris GmbH and Walder Wyss and Freshfields as legal advisors to MTC and Aluflexpack.
分析記事 • Jan 30Investors Continue Waiting On Sidelines For Aluflexpack AG (VTX:AFP)There wouldn't be many who think Aluflexpack AG's ( VTX:AFP ) price-to-sales (or "P/S") ratio of 0.4x is worth a...
New Risk • Oct 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.2% 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 (11% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (4.2% average weekly change).
分析記事 • Oct 13Not Many Are Piling Into Aluflexpack AG (VTX:AFP) Just YetWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Packaging industry in Switzerland, you could be...
お知らせ • Oct 12Aluflexpack AG Revises Sales Guidance for the Year 2023Aluflexpack AG revised sales guidance for the year 2023. For the year, the company expected net sales of EUR 360 million - EUR 390 million (previously EUR 390 million - EUR 430 million).
お知らせ • Oct 07Aluflexpack AG (SWX:AFP) signed an agreement to acquire 68% stake in Helioflex North Africa S.P.S.Aluflexpack AG (SWX:AFP) signed an agreement to acquire 68% stake in Helioflex North Africa S.P.S on October 5, 2023. The local management of Helioflex remains invested. Helioflex has reported net sales of approximately €6.1 million in 2022. The acquisition is subject to regulatory approvals. The transaction is expected latest in first quarter of 2024.
Reported Earnings • Aug 23First half 2023 earnings released: EPS: €0.077 (vs €0.47 in 1H 2022)First half 2023 results: EPS: €0.077 (down from €0.47 in 1H 2022). Revenue: €190.8m (up 16% from 1H 2022). Net income: €1.33m (down 84% from 1H 2022). Profit margin: 0.7% (down from 4.9% in 1H 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 21Aluflexpack AG Provides Earnings Guidance for the Full Year 2023Aluflexpack AG provided earnings guidance for the full year 2023. For the year, Management Board anticipates net sales between EUR 390 million and EUR 430 million, excluding effects from IAS 29.
お知らせ • Jan 20Aluflexpack Ag Raises Sales Guidance for the Full-Year 2022Aluflexpack AG raised sales guidance for the full-year 2022. For the financial year ending on 31 December 2022. Due to a better-than-anticipated business dynamic in December, the Group expects net sales of between EUR 340 million- EUR 360 million. Previously, expectations ranged between EUR 320 million and EUR 350 million.
お知らせ • Nov 30+ 2 more updatesAluflexpack AG to Report First Half, 2023 Results on Aug 23, 2023Aluflexpack AG announced that they will report first half, 2023 results on Aug 23, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Director Markus Vischer was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 06Aluflexpack AG Appoints Andreas Streit Head of SustainabilityAluflexpack AG appointed Mr. Andreas Streit as new Head of Sustainability, a position which was newly established. Andreas Streit has many years of professional experience in the fields of sustainability, energy, and quality management. Previously, he worked for Stora Enso, where he held positions related to sustainability and was responsible for different project and topics such as implementation of an IMS system, environmental & climate matters, community investments and divisional sustainability reporting. He is also a member of the environmental committee of Austrian Industry Association in relation to environment, energy, and climate policy. Mr. Streit has a bachelor's degree in engineering in Sustainable Resource Management and a Master study in Packaging Technology and Sustainability at Vienna University of Applied Science FH Campus Wien.
分析記事 • Sep 24Is Aluflexpack (VTX:AFP) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 24First half 2022 earnings released: EPS: €0.50 (vs €0.73 in 1H 2021)First half 2022 results: EPS: €0.50 (down from €0.73 in 1H 2021). Revenue: €174.1m (up 38% from 1H 2021). Net income: €8.13m (down 36% from 1H 2021). Profit margin: 4.7% (down from 10.0% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.9%, compared to a 14% growth forecast for the Packaging industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 149% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Markus Vischer was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 21Earnings Miss: Aluflexpack AG Missed EPS By 22% And Analysts Are Revising Their ForecastsInvestors in Aluflexpack AG ( VTX:AFP ) had a good week, as its shares rose 6.8% to close at CHF16.45 following the...
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CHF15.20, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 56% over the past year.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CHF18.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Packaging industry in Europe. Total loss to shareholders of 54% over the past year.
分析記事 • Dec 14Is There Now An Opportunity In Aluflexpack AG (VTX:AFP)?Aluflexpack AG ( VTX:AFP ), is not the largest company out there, but it received a lot of attention from a substantial...
お知らせ • Aug 25Aluflexpack AG Provides Earnings Guidance for the Fiscal Year 2021Aluflexpack AG confirmed the guidance given in March 2021 and expects net sales for the fiscal year 2021 between EUR 260 million and EUR 270 million.
分析記事 • Jul 19Returns On Capital Are Showing Encouraging Signs At Aluflexpack (VTX:AFP)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • May 08Aluflexpack AG Reaffirms Sales Guidance for the Year 2021Aluflexpack AG announced that Management Board expects net sales between EUR 260 million and EUR 270 million for the year 2021.
分析記事 • Apr 05We Think Aluflexpack (VTX:AFP) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 21Full year 2020 earnings released: EPS €0.50 (vs €0.39 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €247.8m (up 19% from FY 2019). Net income: €8.78m (up €12.3m from FY 2019). Profit margin: 3.5% (up from net loss in FY 2019). The move to profitability was driven by higher revenue.
分析記事 • Mar 15Can Aluflexpack (VTX:AFP) Continue To Grow Its Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • Feb 08Should Aluflexpack AG (VTX:AFP) Focus On Improving This Fundamental Metric?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Is New 90 Day High Low • Feb 06New 90-day high: CHF39.30The company is up 33% from its price of CHF29.60 on 06 November 2020. The Swiss market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.84 per share.
分析記事 • Jan 18Is Aluflexpack AG (VTX:AFP) Popular Amongst Institutions?A look at the shareholders of Aluflexpack AG ( VTX:AFP ) can tell us which group is most powerful. Institutions often...
Is New 90 Day High Low • Jan 11New 90-day high: CHF36.00The company is up 49% from its price of CHF24.20 on 13 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF49.93 per share.
分析記事 • Dec 28Update: Aluflexpack (VTX:AFP) Stock Gained 77% In The Last YearPassive investing in index funds can generate returns that roughly match the overall market. But investors can boost...
お知らせ • Dec 16Aluflexpack AG Revises Earnings Guidance for the Year 2020Aluflexpack AG revised earnings guidance for the year 2020. The company has increased its outlook for the financial year 2020 as a result of a better-than-expected business development in the fourth quarter 2020. The management expects consolidated net sales for the financial year 2020 to be between EUR 235 million to EUR 240 million. The previous guidance projected the upper half of the range between EUR 220 million - EUR 230 million.
Is New 90 Day High Low • Dec 16New 90-day high: CHF35.80The company is up 46% from its price of CHF24.60 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF30.39 per share.
分析記事 • Dec 11Should You Use Aluflexpack's (VTX:AFP) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
お知らせ • Dec 03Aluflexpack AG, Annual General Meeting, May 10, 2021Aluflexpack AG, Annual General Meeting, May 10, 2021.
分析記事 • Nov 23What We Make Of Aluflexpack's (VTX:AFP) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to €29.60, the stock is trading at a trailing P/E ratio of 71.2x, up from the previous P/E ratio of 61.3x. This compares to an average P/E of 15x in the Packaging industry in Europe. Total returns to shareholders over the past year are 42%.
Is New 90 Day High Low • Nov 06New 90-day high: CHF29.60The company is up 35% from its price of CHF22.00 on 07 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF22.36 per share.
お知らせ • Sep 26Aluflexpack AG (SWX:AFP) acquired 80% stake in Top-System Sp. z o.o. for €13 millionAluflexpack AG (SWX:AFP) acquired 80% stake in Top-System Sp. z o.o for €13 million on September 4, 2020. Top-System reported an annual net sales of €10 million. The previous majority shareholder and managing director will continue to run the company as Chief Executive Officer. Jakub Domalik-Plakwicz and Piotr Miller of DLA Piper Wiater sp.k. acted as legal advisor to Piotr Matuszewski. Aluflexpack AG (SWX:AFP) completed the acquisition of 80% stake in Top-System Sp. z o.o on September 4, 2020.
お知らせ • Jul 18Aluflexpack AG to Report First Half, 2020 Results on Aug 24, 2020Aluflexpack AG announced that they will report first half, 2020 results on Aug 24, 2020