Azelis Group（2R7）株式概要アゼリス・グループNVは、特殊化学品と食品原料の流通・販売を行っている。 詳細2R7 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より58.9%で取引されている 収益は年間14.92%増加すると予測されています リスク分析多額の負債を抱えている 利益率(2.7%)は昨年より低い(4.3%) 不安定な配当実績 すべてのリスクチェックを見る2R7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€9.8124.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-52m5b2016201920222025202620282031Revenue €5.1bEarnings €137.0mAdvancedSet Fair ValueView all narrativesAzelis Group NV 競合他社BrenntagSymbol: XTRA:BNRMarket cap: €8.2bHMS BergbauSymbol: XTRA:HMUMarket cap: €193.5mJungheinrichSymbol: XTRA:JUN3Market cap: €2.5bNordwest HandelSymbol: DB:NWXMarket cap: €56.1m価格と性能株価の高値、安値、推移の概要Azelis Group過去の株価現在の株価€9.8152週高値€11.6052週安値€6.90ベータ0.531ヶ月の変化-10.94%3ヶ月変化17.64%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-63.73%最新ニュースお知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.21, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 63% over the past three years.Board Change • Mar 10High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% 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: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.7% net profit margin).最新情報をもっと見るRecent updatesお知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.21, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 63% over the past three years.Board Change • Mar 10High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% 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: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.7% net profit margin).Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin).Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Trade Distributors industry in Europe.お知らせ • Feb 19Azelis Group Nv Proposes Dividend for the Year Ended 31 December 2025, Payable on 1 July 2026Azelis Group NV Board proposed to pay out a dividend of EUR 0.226 per share for the year ended 31 December 2025. 27 June 2026 is the Ex-dividend date, 30 June 2026 is the Dividend record date, and 1 July 2026 is the Dividend payment date.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €10.06, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Trade Distributors industry in Europe.お知らせ • Jan 13+ 1 more updateAzelis Group NV to Report Fiscal Year 2025 Results on Feb 19, 2026Azelis Group NV announced that they will report fiscal year 2025 results on Feb 19, 2026お知らせ • Jul 10Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l.Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025.お知らせ • May 08+ 1 more updateAzelis Group NV Approves Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV held its Annual General Meeting on May 8, 2025 where approved for the fiscal year 2024 the payment of a gross dividend of (rounded) €0.23 per share, net (rounded) €0.16 per share after deduction of Belgian withholding tax of 30% 1. The ex-dividend date will be 27 June 2025, record date 30 June 2025, and the dividend (coupon no. 4) will be payable as of 1 July 2025, via paying agent KBC Bank NV.お知らせ • Apr 07Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl.Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl on April 7, 2025. The acquisition aligns with Azelis’s strategy as it focusses on a targeted business that supports growing its market share in Spain, adding expertise to its EMEA-wide nutraceutical platform. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Solchem Nature Sl on April 7, 2025.お知らせ • Mar 15Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 50,000 shares, for €1 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, for €1 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2025.お知らせ • Feb 21+ 1 more updateAzelis Group NV Proposes Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV proposed for a dividend of EUR 54.9 million, translating to EUR 0.23 (rounded) dividend per share for the year 2024. 27 June 2025: Ex-dividend date; 30 June 2025: Dividend record date; 1 July 2025: Dividend payment date.お知らせ • Nov 19Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy on November 18, 2024. This is subject to fulfillment of customary closing conditions. The transaction is expected to close by the end of 2024.お知らせ • Sep 27Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o. on September 26, 2024. The transaction is subject to fulfilment of customary transaction conditions and is expected to close in the fourth quarter 2024.お知らせ • Jun 15Azelis Group NV Approves Gross Dividend, Payable as of July 2, 2024Azelis Group NV announced that at the AGM approved for the fiscal year 2023 the payment of a gross dividend of (rounded) €0.22 per share, net (rounded) €0.15 per share after deduction of Belgian withholding tax of 30% . The ex-dividend date will be June 28th, 2024, record date July 1st, 2024, and the dividend (coupon no. 3) will be payable as of July 2nd, 2024, via their paying agent KBC Bank NV.お知らせ • Jun 02+ 1 more updateAzelis Group NV to Report Fiscal Year 2024 Results on Mar 06, 2025Azelis Group NV announced that they will report fiscal year 2024 results on Mar 06, 2025お知らせ • May 09Azelis Group NV Announces Directorate Resignations, Effective June 16, 2024Azelis Group NV announced resignation of Mr. Antonio Trius as independent director and chair of the Board of Directors on 19 April 2024 effective as of this general shareholders' meeting and resignation of Mrs. Alexandra Brand as independent director on 19 April 2024 effective as of this general shareholders' meeting.New Risk • Apr 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (44% net debt to equity). Shareholders have been diluted in the past year (4.3% increase in shares outstanding).お知らせ • Mar 30Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana.Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana on March 28, 2024. The transaction is expected to close in the second quarter of 2024, after fulfillment of customary closing conditions.Declared Dividend • Mar 22Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 28th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 171% per year over the past 2 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 12Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 130,000 shares, for €2.8 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, for €2.8 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2024.お知らせ • Mar 07Azelis Group NV Proposes Dividend for the Year Ended December 31, 2023, Payable on July 2, 2024Azelis Group NV proposed a dividend of EUR 53.3 million, representing 30% of distributable net profit, and implies EUR 0.22(rounded) dividend per share for the year ended December 31, 2023. Ex-dividend date is June 28, 2024. Dividend record date is July 1, 2024. Dividend payment date is July 2, 2024.お知らせ • Dec 15Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A. on December 14, 2023. The transaction is subject to certain customary closing conditions and is expected to close early in the first quarter of 2024.お知らせ • Nov 11Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd on November 9, 2023. Founders of Agspec, Jonathon Lillecrapp and Andrew Glynn,will remain with the company to ensure a seamless transition. The transaction, after fulfilment of customary closing conditions, is expected to close in Q1 2024.お知らせ • Nov 10+ 1 more updateAzelis Group NV to Report Fiscal Year 2023 Results on Mar 07, 2024Azelis Group NV announced that they will report fiscal year 2023 results on Mar 07, 2024お知らせ • Oct 23Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS.Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS on October 23, 2023. The acquisition strengthens Azelis’ global footprint in flavors & fragrances, which was created over the last two years following the acquisition of Quimdis in France, Vigon in America and Ashapura in India. Experts in the distribution of premium fragrance ingredients, BLH’s attractive portfolio perfectly complements the current natural ingredient ranges offered by Azelis. The transaction is expected to close in November.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €19.65, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €25.51 per share.お知らせ • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.Upcoming Dividend • Jun 14Upcoming dividend of €0.19 per share at 1.3% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).お知らせ • Jun 09Azelis Group NV Approves Dividend for the Fiscal Year 2022, Payable as of 23 June 2023Azelis Group NV at its Annual General Meeting held on June 8, 2023, approved the payment of a gross dividend of €0.2782 per share, net €0.1947 per share after deduction of Belgian withholding tax of 30% for the fiscal year 2022, compared to €0.03 per share for 2021 (net €0.02). The ex-dividend date will be 21 June 2023, record date will be 22 June 2023 and the dividend (coupon no. 2) will be payable as of 23 June 2023 via the company’s paying agent KBC Bank NV.お知らせ • May 30Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V. on May 30, 2023.お知らせ • May 18Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million.Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,075,566 Price\Range: €19.85 Transaction Features: Rule 144A; Subsequent Direct Listingお知らせ • May 17Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients on May 16, 2023. All of Gillco’s staff are expected to transition to Azelis, and Bill Gillies will remain with Gillco to ensure a seamless transition. The transaction is expected to close in the second quarter of 2023, after the fulfilment of customary closing conditions.お知らせ • May 12Azelis Group NV Provides Earnings Guidance for the Full Year 2023Azelis Group NV provides earnings guidance for the full year 2023. For the year, the company remains confident of delivering on its midterm guidance of achieving annual revenue growth of 8% to 10%.Board Change • Mar 15Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ipek Ozsuer was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jan 25Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Lidorr Chemicals Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Lidorr Chemicals Ltd on January 24, 2023. With this acquisition, Azelis significantly strengthens its presence and expertise with a team of 90 employees, including 35 technical sales experts, serving over 400 customers in Israel.お知らせ • Nov 15Azelis Group NV, Annual General Meeting, Jun 08, 2023Azelis Group NV, Annual General Meeting, Jun 08, 2023. Agenda: Annual General Meeting.株主還元2R7DE Trade DistributorsDE 市場7D-4.4%-1.5%0.7%1Yn/a-4.9%2.0%株主還元を見る業界別リターン: 2R7がGerman Trade Distributors業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 2R7 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 2R7's price volatile compared to industry and market?2R7 volatility2R7 Average Weekly Movement5.9%Trade Distributors Industry Average Movement5.4%Market Average Movement6.1%10% most volatile stocks in DE Market13.1%10% least volatile stocks in DE Market2.7%安定した株価: 2R7 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2R7の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19964,000Anna Bertonawww.azelis.comアゼリス・グループ NV は、特殊化学品と食品原料の流通・販売を行っている。同社は、パーソナルケア、ホームケア、工業用洗浄、医薬品、ヘルスケア、食品・栄養、動物栄養、香料、農業環境ソリューションなどのライフサイエンス分野や、CASE、先端材料・添加物、潤滑油、金属加工油、エレクトロニクス、必須・精密化学品、繊維、皮革、製紙市場などの工業化学産業で使用される特殊化学製品を販売している。欧州、中東、アフリカ、米州、アジア太平洋地域で事業を展開している。アゼリス・グループは1996年に設立され、ベルギーのアントワープに本社を置いている。もっと見るAzelis Group NV 基礎のまとめAzelis Group の収益と売上を時価総額と比較するとどうか。2R7 基礎統計学時価総額€2.40b収益（TTM）€111.19m売上高(TTM)€4.11b21.6xPER（株価収益率0.6xP/Sレシオ2R7 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2R7 損益計算書（TTM）収益€4.11b売上原価€3.16b売上総利益€946.75mその他の費用€835.56m収益€111.19m直近の収益報告Dec 31, 2025次回決算日Jul 30, 2026一株当たり利益（EPS）0.46グロス・マージン23.03%純利益率2.70%有利子負債／自己資本比率63.0%2R7 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2.3%現在の配当利回り49%配当性向2R7 配当は確実ですか？2R7 配当履歴とベンチマークを見る2R7 、いつまでに購入すれば配当金を受け取れますか？Azelis Group 配当日配当落ち日Jun 29 2026配当支払日Jul 01 2026配当落ちまでの日数29 days配当支払日までの日数31 days2R7 配当は確実ですか？2R7 配当履歴とベンチマークを見る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2026/05/29 13:39終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Azelis Group NV 12 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。21 アナリスト機関Gaurav JainBarclaysJames StewartBarclaysAnil ShenoyBarclays18 その他のアナリストを表示
お知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.
お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.
お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.21, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 63% over the past three years.
Board Change • Mar 10High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% 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: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.7% net profit margin).
お知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.
お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.
お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.21, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 63% over the past three years.
Board Change • Mar 10High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% 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: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (2.7% net profit margin).
Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin).
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Trade Distributors industry in Europe.
お知らせ • Feb 19Azelis Group Nv Proposes Dividend for the Year Ended 31 December 2025, Payable on 1 July 2026Azelis Group NV Board proposed to pay out a dividend of EUR 0.226 per share for the year ended 31 December 2025. 27 June 2026 is the Ex-dividend date, 30 June 2026 is the Dividend record date, and 1 July 2026 is the Dividend payment date.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €10.06, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Trade Distributors industry in Europe.
お知らせ • Jan 13+ 1 more updateAzelis Group NV to Report Fiscal Year 2025 Results on Feb 19, 2026Azelis Group NV announced that they will report fiscal year 2025 results on Feb 19, 2026
お知らせ • Jul 10Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l.Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025.
お知らせ • May 08+ 1 more updateAzelis Group NV Approves Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV held its Annual General Meeting on May 8, 2025 where approved for the fiscal year 2024 the payment of a gross dividend of (rounded) €0.23 per share, net (rounded) €0.16 per share after deduction of Belgian withholding tax of 30% 1. The ex-dividend date will be 27 June 2025, record date 30 June 2025, and the dividend (coupon no. 4) will be payable as of 1 July 2025, via paying agent KBC Bank NV.
お知らせ • Apr 07Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl.Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl on April 7, 2025. The acquisition aligns with Azelis’s strategy as it focusses on a targeted business that supports growing its market share in Spain, adding expertise to its EMEA-wide nutraceutical platform. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Solchem Nature Sl on April 7, 2025.
お知らせ • Mar 15Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 50,000 shares, for €1 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, for €1 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2025.
お知らせ • Feb 21+ 1 more updateAzelis Group NV Proposes Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV proposed for a dividend of EUR 54.9 million, translating to EUR 0.23 (rounded) dividend per share for the year 2024. 27 June 2025: Ex-dividend date; 30 June 2025: Dividend record date; 1 July 2025: Dividend payment date.
お知らせ • Nov 19Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy on November 18, 2024. This is subject to fulfillment of customary closing conditions. The transaction is expected to close by the end of 2024.
お知らせ • Sep 27Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o. on September 26, 2024. The transaction is subject to fulfilment of customary transaction conditions and is expected to close in the fourth quarter 2024.
お知らせ • Jun 15Azelis Group NV Approves Gross Dividend, Payable as of July 2, 2024Azelis Group NV announced that at the AGM approved for the fiscal year 2023 the payment of a gross dividend of (rounded) €0.22 per share, net (rounded) €0.15 per share after deduction of Belgian withholding tax of 30% . The ex-dividend date will be June 28th, 2024, record date July 1st, 2024, and the dividend (coupon no. 3) will be payable as of July 2nd, 2024, via their paying agent KBC Bank NV.
お知らせ • Jun 02+ 1 more updateAzelis Group NV to Report Fiscal Year 2024 Results on Mar 06, 2025Azelis Group NV announced that they will report fiscal year 2024 results on Mar 06, 2025
お知らせ • May 09Azelis Group NV Announces Directorate Resignations, Effective June 16, 2024Azelis Group NV announced resignation of Mr. Antonio Trius as independent director and chair of the Board of Directors on 19 April 2024 effective as of this general shareholders' meeting and resignation of Mrs. Alexandra Brand as independent director on 19 April 2024 effective as of this general shareholders' meeting.
New Risk • Apr 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (44% net debt to equity). Shareholders have been diluted in the past year (4.3% increase in shares outstanding).
お知らせ • Mar 30Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana.Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana on March 28, 2024. The transaction is expected to close in the second quarter of 2024, after fulfillment of customary closing conditions.
Declared Dividend • Mar 22Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 28th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 171% per year over the past 2 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 12Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 130,000 shares, for €2.8 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, for €2.8 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2024.
お知らせ • Mar 07Azelis Group NV Proposes Dividend for the Year Ended December 31, 2023, Payable on July 2, 2024Azelis Group NV proposed a dividend of EUR 53.3 million, representing 30% of distributable net profit, and implies EUR 0.22(rounded) dividend per share for the year ended December 31, 2023. Ex-dividend date is June 28, 2024. Dividend record date is July 1, 2024. Dividend payment date is July 2, 2024.
お知らせ • Dec 15Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A. on December 14, 2023. The transaction is subject to certain customary closing conditions and is expected to close early in the first quarter of 2024.
お知らせ • Nov 11Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd on November 9, 2023. Founders of Agspec, Jonathon Lillecrapp and Andrew Glynn,will remain with the company to ensure a seamless transition. The transaction, after fulfilment of customary closing conditions, is expected to close in Q1 2024.
お知らせ • Nov 10+ 1 more updateAzelis Group NV to Report Fiscal Year 2023 Results on Mar 07, 2024Azelis Group NV announced that they will report fiscal year 2023 results on Mar 07, 2024
お知らせ • Oct 23Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS.Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS on October 23, 2023. The acquisition strengthens Azelis’ global footprint in flavors & fragrances, which was created over the last two years following the acquisition of Quimdis in France, Vigon in America and Ashapura in India. Experts in the distribution of premium fragrance ingredients, BLH’s attractive portfolio perfectly complements the current natural ingredient ranges offered by Azelis. The transaction is expected to close in November.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €19.65, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €25.51 per share.
お知らせ • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.
Upcoming Dividend • Jun 14Upcoming dividend of €0.19 per share at 1.3% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
お知らせ • Jun 09Azelis Group NV Approves Dividend for the Fiscal Year 2022, Payable as of 23 June 2023Azelis Group NV at its Annual General Meeting held on June 8, 2023, approved the payment of a gross dividend of €0.2782 per share, net €0.1947 per share after deduction of Belgian withholding tax of 30% for the fiscal year 2022, compared to €0.03 per share for 2021 (net €0.02). The ex-dividend date will be 21 June 2023, record date will be 22 June 2023 and the dividend (coupon no. 2) will be payable as of 23 June 2023 via the company’s paying agent KBC Bank NV.
お知らせ • May 30Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V. on May 30, 2023.
お知らせ • May 18Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million.Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,075,566 Price\Range: €19.85 Transaction Features: Rule 144A; Subsequent Direct Listing
お知らせ • May 17Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients on May 16, 2023. All of Gillco’s staff are expected to transition to Azelis, and Bill Gillies will remain with Gillco to ensure a seamless transition. The transaction is expected to close in the second quarter of 2023, after the fulfilment of customary closing conditions.
お知らせ • May 12Azelis Group NV Provides Earnings Guidance for the Full Year 2023Azelis Group NV provides earnings guidance for the full year 2023. For the year, the company remains confident of delivering on its midterm guidance of achieving annual revenue growth of 8% to 10%.
Board Change • Mar 15Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ipek Ozsuer was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jan 25Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Lidorr Chemicals Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Lidorr Chemicals Ltd on January 24, 2023. With this acquisition, Azelis significantly strengthens its presence and expertise with a team of 90 employees, including 35 technical sales experts, serving over 400 customers in Israel.
お知らせ • Nov 15Azelis Group NV, Annual General Meeting, Jun 08, 2023Azelis Group NV, Annual General Meeting, Jun 08, 2023. Agenda: Annual General Meeting.
