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3/6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%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 リスク分析不安定な配当実績 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%) 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€10.2224.6% 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: €188.5mJungheinrichSymbol: XTRA:JUN3Market cap: €2.6bNordwest HandelSymbol: DB:NWXMarket cap: €55.1m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€10.2252週高値€15.3452週安値€6.96ベータ0.531ヶ月の変化-0.68%3ヶ月変化20.45%1年変化-29.13%3年間の変化-55.45%5年間の変化n/aIPOからの変化-61.94%最新ニュースBoard Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 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.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.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.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最新情報をもっと見るRecent updatesBoard Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 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.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.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.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.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.39 (vs €0.44 in 1H 2023)First half 2024 results: EPS: €0.39 (down from €0.44 in 1H 2023). Revenue: €2.15b (flat on 1H 2023). Net income: €94.8m (down 8.3% from 1H 2023). Profit margin: 4.4% (down from 4.8% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe.Board Change • Jul 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.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, 2025Buy Or Sell Opportunity • May 17Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.94. The fair value is estimated to be €25.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Board Change • May 15Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Tom Hallam was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.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 04New 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: 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.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.Declared Dividend • Mar 10Dividend 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 (15% cash payout ratio). The dividend has increased by an average of 205% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €19.53, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.67 per share.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.Reported Earnings • Aug 03First half 2023 earnings released: EPS: €0.44 (vs €0.59 in 1H 2022)First half 2023 results: EPS: €0.44 (down from €0.59 in 1H 2022). Revenue: €2.14b (up 6.1% from 1H 2022). Net income: €103.5m (down 26% from 1H 2022). Profit margin: 4.8% (down from 6.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe.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%.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: €0.91 (vs €0.29 in FY 2021)Full year 2022 results: EPS: €0.91 (up from €0.29 in FY 2021). Revenue: €4.12b (up 46% from FY 2021). Net income: €213.2m (up 215% from FY 2021). Profit margin: 5.2% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe.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 • Jan 11Azelis Group NV (ENXTBR:AZE) acquired Smoky Light B.V.Azelis Group NV (ENXTBR:AZE) acquired Smoky Light B.V. on January 10, 2023. The acquisition reinforces Azelis’ position in the Benelux market and expands its footprint in the smoke ingredient market in EMEA. Smoky Light’s portfolio of products strategically complements the group’s lateral value chain for the food & nutrition market, thereby further expanding its expertise and product offering to customers. Smoky Light is managed by Ahrend Buckers, who will continue to lead the business and support the integration into Azelis.Azelis Group NV (ENXTBR:AZE) completed the acquisition of Smoky Light B.V. on January 10, 2023.Board Change • Nov 16Less 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 • Nov 15+ 2 more updatesAzelis Group NV to Report First Half, 2023 Results on Aug 03, 2023Azelis Group NV announced that they will report first half, 2023 results on Aug 03, 2023Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Net income: (down €46.2m from profit in 1H 2021).お知らせ • Jul 02Azelis Group NV (ENXTBR : AZE) agreed to acquire Chemical Partners Europe S.A./Chempart Polymers.Azelis Group NV (ENXTBR : AZE) agreed to acquire Chemical Partners Europe S.A./Chempart Polymers on July 1, 2022. The transaction is expected to close in the third quarter of 2022, after fulfilment of customary closing conditions.お知らせ • Jun 30Azelis Group NV (ENXTBR:AZE) agreed to acquire Specialty lubricant (L&MWF1) distribution assets from Aktas Dis Tic. A.S. and WhiteChem SA.Azelis Group NV (ENXTBR:AZE) agreed to acquire Specialty lubricant (L&MWF1) distribution assets from Aktas Dis Tic. A.S. and WhiteChem SA on June 30, 2022. The transaction includes the oil additive business of Ak-tas as well as the base oil distribution business of Whitechem, a subsidiary of Ak-tas. The transaction is expected to close in the third quarter of 2022, after fulfilment of customary closing conditions.お知らせ • Jun 29Azelis Group NV (ENXTBR:AZE) agreed to acquire an unknown majority stake in Ashapura Aromas Private Limited.Azelis Group NV (ENXTBR:AZE) agreed to acquire an unknown majority stake in Ashapura Aromas Private Limited from Ajaykiran and Nayan Gudka on June 27, 2022. Ashapura’s employees will join Azelis, along with founders and owners Ajaykiran and Nayan Gudka, who will remain to lead the business post-integration. The transaction is expected to close before the end of the third quarter, after fulfilment of customary closing conditions. Lincoln International, Quillon Partners and Cedge Ventures Private Limited acted as investment, legal, financial, and tax advisors for Ashapura and its promoters in relation to this transaction. Trilegal and KPMG acted as legal, financial, and tax advisors for Azelis in relation to this acquisition.お知らせ • Jun 22Azelis Group NV (ENXTBR:AZE) entered into an agreement to acquire an unknown majority stake in ROCSA Colombia S.A.Azelis Group NV (ENXTBR:AZE) entered into an agreement to acquire an unknown majority stake in ROCSA Colombia S.A on June 20, 2022. The transaction is expected to close in the third quarter of 2022, after fulfilment of customary closing conditions.お知らせ • Jun 10Azelis Group Approves the Payment of Gross Dividend for the Financial Year 2021, to Be Paid on 22 June 2022Azelis Group NV at the AGM held on June 9, 2022 approved the payment of a gross dividend of €0.03 per share for the financial year 2021, to be paid on 22 June 2022.お知らせ • Jun 07Azelis Group NV Announces Executive ChangesAzelis announced the appointment of Laurent Nataf as Chief Mergers & Acquisitions (M&A) Officer, a new strategic function within the group's Executive Committee. Sertaç Sürür is appointed as the group's new CEO & President for Azelis Asia Pacific, and joins the Executive Committee in his new role, expanding Azelis' executive leadership to six members. As part of Azelis' strategy of growth acceleration, Laurent Nataf, currently CEO & President of Azelis Asia Pacific, is assuming the role of Chief M&A Officer effective 1 September, 2022. The creation of this new role within the Executive Committee reflects the continued importance of the group's M&A program to complement its organic growth development in strengthening its footprint and market leadership. Laurent will further develop and execute Azelis' global M&A strategy, in line with the group's ambitious growth plans, and will also oversee post-acquisition integration programs. Laurent will be leveraging his leadership skills and experience in business development, having led the acquisition of 17 companies for Azelis in Asia Pacific. Under Laurent's leadership, the group's Asia Pacific business grew from 8% to over 15% of group revenue and expanded Azelis' footprint to cover 12 countries in the region. Sertaç Sürür, currently Managing Director of Azelis Turkey, will assume the leadership of the Asia Pacific region from Laurent Nataf. Since joining in 2015, Sertaç has performed various local and regional leadership roles, and has developed the group's Turkish business from 2% to almost 6% of Azelis' EMEA revenue, steering the business to become a leading specialty chemical distributor in the domestic market. Prior to joining Azelis, Sertaç held various commercial and management leadership positions at global industrial and chemical distribution and production companies, including DSM and Ravago. As members of the Executive Committee, Laurent and Sertaç will both report to Group CEO, Dr. Hans Joachim Müller. They will commence transitioning into their new roles shortly to ensure a smooth and seamless handover.Dennis Verhaert, the current Group M&A Director, will be assuming a new role within Azelis, details of which will be announced soon.お知らせ • May 26Azelis Group NV (ENXTBR:AZE) reached an agreement to acquire Distribution assets of Chemo India and Unipharm Laboratories.Azelis Group NV (ENXTBR:AZE) reached an agreement to acquire Distribution assets of Chemo India and Unipharm Laboratories on May 25, 2022. The transaction is expected to close in the second quarter of 2022, after fulfilment of customary closing conditions.お知らせ • May 07Azelis Group NV, Annual General Meeting, Jun 09, 2022Azelis Group NV, Annual General Meeting, Jun 09, 2022, at 11:00 Central European Standard Time. Location: Park Inn by Radisson Berchem, Borsbeeksebrug 34, 2600 Berchem Belgium Agenda: To consider reports on the consolidated annual accounts; to consider consolidated annual accounts; to consider reports on the statutory annual accounts; to consider statutory annual accounts and allocation of the result; to consider remuneration report; to consider discharge from liability to the directors; to consider discharge from liability to the statutory auditor; to consider change of control clauses; to consider power of attorney; and to consider other matters.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Observer Audinga Besusparyte was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Observer Audinga Besusparyte was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.29 (up from €0.06 in FY 2020). Revenue: €2.84b (up 28% from FY 2020). Net income: €67.8m (down 4.5% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 13%, compared to a 7.9% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to €18.73, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €17.62 per share.お知らせ • Feb 08Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Tunckaya Kimyevi Maddeler Tic. ve San. Ltd. Sti.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Tunckaya Kimyevi Maddeler Tic. ve San. Ltd. Sti. on February 8, 2022. Transaction is subject to fulfilment of customary conditions and is expected to close in the first quarter of 2022.お知らせ • Jan 18Azelis Group NV (ENXTBR:AZE) agreed to acquire Majority Stake in Catalite Co., Ltd.Azelis Group NV (ENXTBR:AZE) agreed to acquire Majority Stake in Catalite Co., Ltd on January 16, 2022. Catalite’s 49 employees will all join Azelis, with its leadership, including Chief Executive Officer Udomlak Kootiratrakarn and Chief Commercial Officer Vaivit Arkaresvimun continuing to lead the business. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2022.お知らせ • Nov 30Azelis Group NV (ENXTBR:AZE) acquired Neupert Specialities Gmbh.Azelis Group NV (ENXTBR:AZE) acquired Neupert Specialities Gmbh on November 29, 2021. Norbert Resch and Peter Suppan will both continue to lead the business and support the integration into Azelis. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Neupert Specialities Gmbh on November 29, 2021.株主還元2R7DE Trade DistributorsDE 市場7D-2.8%-6.1%2.4%1Y-29.1%1.5%1.2%株主還元を見る業界別リターン: 2R7過去 1 年間で1.5 % の収益を上げたGerman Trade Distributors業界を下回りました。リターン対市場: 2R7は、過去 1 年間で1.2 % のリターンを上げたGerman市場を下回りました。価格変動Is 2R7's price volatile compared to industry and market?2R7 volatility2R7 Average Weekly Movement6.7%Trade Distributors Industry Average Movement5.4%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%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 ( 7% ) 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€2.49b収益（TTM）€111.19m売上高(TTM)€4.11b22.4xPER（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2.2%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34 days配当支払日までの日数36 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2026/05/25 00:10終値2026/05/25 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
Board Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 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.
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.
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.
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
Board Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 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.
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.
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.
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.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.39 (vs €0.44 in 1H 2023)First half 2024 results: EPS: €0.39 (down from €0.44 in 1H 2023). Revenue: €2.15b (flat on 1H 2023). Net income: €94.8m (down 8.3% from 1H 2023). Profit margin: 4.4% (down from 4.8% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe.
Board Change • Jul 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
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
Buy Or Sell Opportunity • May 17Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.94. The fair value is estimated to be €25.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Board Change • May 15Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Tom Hallam was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
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 04New 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: 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.
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.
Declared Dividend • Mar 10Dividend 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 (15% cash payout ratio). The dividend has increased by an average of 205% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €19.53, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.67 per share.
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.
Reported Earnings • Aug 03First half 2023 earnings released: EPS: €0.44 (vs €0.59 in 1H 2022)First half 2023 results: EPS: €0.44 (down from €0.59 in 1H 2022). Revenue: €2.14b (up 6.1% from 1H 2022). Net income: €103.5m (down 26% from 1H 2022). Profit margin: 4.8% (down from 6.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe.
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%.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: €0.91 (vs €0.29 in FY 2021)Full year 2022 results: EPS: €0.91 (up from €0.29 in FY 2021). Revenue: €4.12b (up 46% from FY 2021). Net income: €213.2m (up 215% from FY 2021). Profit margin: 5.2% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe.
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 • Jan 11Azelis Group NV (ENXTBR:AZE) acquired Smoky Light B.V.Azelis Group NV (ENXTBR:AZE) acquired Smoky Light B.V. on January 10, 2023. The acquisition reinforces Azelis’ position in the Benelux market and expands its footprint in the smoke ingredient market in EMEA. Smoky Light’s portfolio of products strategically complements the group’s lateral value chain for the food & nutrition market, thereby further expanding its expertise and product offering to customers. Smoky Light is managed by Ahrend Buckers, who will continue to lead the business and support the integration into Azelis.Azelis Group NV (ENXTBR:AZE) completed the acquisition of Smoky Light B.V. on January 10, 2023.
Board Change • Nov 16Less 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 • Nov 15+ 2 more updatesAzelis Group NV to Report First Half, 2023 Results on Aug 03, 2023Azelis Group NV announced that they will report first half, 2023 results on Aug 03, 2023
Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Net income: (down €46.2m from profit in 1H 2021).
お知らせ • Jul 02Azelis Group NV (ENXTBR : AZE) agreed to acquire Chemical Partners Europe S.A./Chempart Polymers.Azelis Group NV (ENXTBR : AZE) agreed to acquire Chemical Partners Europe S.A./Chempart Polymers on July 1, 2022. The transaction is expected to close in the third quarter of 2022, after fulfilment of customary closing conditions.
お知らせ • Jun 30Azelis Group NV (ENXTBR:AZE) agreed to acquire Specialty lubricant (L&MWF1) distribution assets from Aktas Dis Tic. A.S. and WhiteChem SA.Azelis Group NV (ENXTBR:AZE) agreed to acquire Specialty lubricant (L&MWF1) distribution assets from Aktas Dis Tic. A.S. and WhiteChem SA on June 30, 2022. The transaction includes the oil additive business of Ak-tas as well as the base oil distribution business of Whitechem, a subsidiary of Ak-tas. The transaction is expected to close in the third quarter of 2022, after fulfilment of customary closing conditions.
お知らせ • Jun 29Azelis Group NV (ENXTBR:AZE) agreed to acquire an unknown majority stake in Ashapura Aromas Private Limited.Azelis Group NV (ENXTBR:AZE) agreed to acquire an unknown majority stake in Ashapura Aromas Private Limited from Ajaykiran and Nayan Gudka on June 27, 2022. Ashapura’s employees will join Azelis, along with founders and owners Ajaykiran and Nayan Gudka, who will remain to lead the business post-integration. The transaction is expected to close before the end of the third quarter, after fulfilment of customary closing conditions. Lincoln International, Quillon Partners and Cedge Ventures Private Limited acted as investment, legal, financial, and tax advisors for Ashapura and its promoters in relation to this transaction. Trilegal and KPMG acted as legal, financial, and tax advisors for Azelis in relation to this acquisition.
お知らせ • Jun 22Azelis Group NV (ENXTBR:AZE) entered into an agreement to acquire an unknown majority stake in ROCSA Colombia S.A.Azelis Group NV (ENXTBR:AZE) entered into an agreement to acquire an unknown majority stake in ROCSA Colombia S.A on June 20, 2022. The transaction is expected to close in the third quarter of 2022, after fulfilment of customary closing conditions.
お知らせ • Jun 10Azelis Group Approves the Payment of Gross Dividend for the Financial Year 2021, to Be Paid on 22 June 2022Azelis Group NV at the AGM held on June 9, 2022 approved the payment of a gross dividend of €0.03 per share for the financial year 2021, to be paid on 22 June 2022.
お知らせ • Jun 07Azelis Group NV Announces Executive ChangesAzelis announced the appointment of Laurent Nataf as Chief Mergers & Acquisitions (M&A) Officer, a new strategic function within the group's Executive Committee. Sertaç Sürür is appointed as the group's new CEO & President for Azelis Asia Pacific, and joins the Executive Committee in his new role, expanding Azelis' executive leadership to six members. As part of Azelis' strategy of growth acceleration, Laurent Nataf, currently CEO & President of Azelis Asia Pacific, is assuming the role of Chief M&A Officer effective 1 September, 2022. The creation of this new role within the Executive Committee reflects the continued importance of the group's M&A program to complement its organic growth development in strengthening its footprint and market leadership. Laurent will further develop and execute Azelis' global M&A strategy, in line with the group's ambitious growth plans, and will also oversee post-acquisition integration programs. Laurent will be leveraging his leadership skills and experience in business development, having led the acquisition of 17 companies for Azelis in Asia Pacific. Under Laurent's leadership, the group's Asia Pacific business grew from 8% to over 15% of group revenue and expanded Azelis' footprint to cover 12 countries in the region. Sertaç Sürür, currently Managing Director of Azelis Turkey, will assume the leadership of the Asia Pacific region from Laurent Nataf. Since joining in 2015, Sertaç has performed various local and regional leadership roles, and has developed the group's Turkish business from 2% to almost 6% of Azelis' EMEA revenue, steering the business to become a leading specialty chemical distributor in the domestic market. Prior to joining Azelis, Sertaç held various commercial and management leadership positions at global industrial and chemical distribution and production companies, including DSM and Ravago. As members of the Executive Committee, Laurent and Sertaç will both report to Group CEO, Dr. Hans Joachim Müller. They will commence transitioning into their new roles shortly to ensure a smooth and seamless handover.Dennis Verhaert, the current Group M&A Director, will be assuming a new role within Azelis, details of which will be announced soon.
お知らせ • May 26Azelis Group NV (ENXTBR:AZE) reached an agreement to acquire Distribution assets of Chemo India and Unipharm Laboratories.Azelis Group NV (ENXTBR:AZE) reached an agreement to acquire Distribution assets of Chemo India and Unipharm Laboratories on May 25, 2022. The transaction is expected to close in the second quarter of 2022, after fulfilment of customary closing conditions.
お知らせ • May 07Azelis Group NV, Annual General Meeting, Jun 09, 2022Azelis Group NV, Annual General Meeting, Jun 09, 2022, at 11:00 Central European Standard Time. Location: Park Inn by Radisson Berchem, Borsbeeksebrug 34, 2600 Berchem Belgium Agenda: To consider reports on the consolidated annual accounts; to consider consolidated annual accounts; to consider reports on the statutory annual accounts; to consider statutory annual accounts and allocation of the result; to consider remuneration report; to consider discharge from liability to the directors; to consider discharge from liability to the statutory auditor; to consider change of control clauses; to consider power of attorney; and to consider other matters.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Observer Audinga Besusparyte was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Observer Audinga Besusparyte was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.29 (up from €0.06 in FY 2020). Revenue: €2.84b (up 28% from FY 2020). Net income: €67.8m (down 4.5% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 13%, compared to a 7.9% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to €18.73, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €17.62 per share.
お知らせ • Feb 08Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Tunckaya Kimyevi Maddeler Tic. ve San. Ltd. Sti.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Tunckaya Kimyevi Maddeler Tic. ve San. Ltd. Sti. on February 8, 2022. Transaction is subject to fulfilment of customary conditions and is expected to close in the first quarter of 2022.
お知らせ • Jan 18Azelis Group NV (ENXTBR:AZE) agreed to acquire Majority Stake in Catalite Co., Ltd.Azelis Group NV (ENXTBR:AZE) agreed to acquire Majority Stake in Catalite Co., Ltd on January 16, 2022. Catalite’s 49 employees will all join Azelis, with its leadership, including Chief Executive Officer Udomlak Kootiratrakarn and Chief Commercial Officer Vaivit Arkaresvimun continuing to lead the business. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2022.
お知らせ • Nov 30Azelis Group NV (ENXTBR:AZE) acquired Neupert Specialities Gmbh.Azelis Group NV (ENXTBR:AZE) acquired Neupert Specialities Gmbh on November 29, 2021. Norbert Resch and Peter Suppan will both continue to lead the business and support the integration into Azelis. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Neupert Specialities Gmbh on November 29, 2021.
