View ValuationFagron 将来の成長Future 基準チェック /36Fagron利益と収益がそれぞれ年間15.6%と8.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.8% 15.6%なると予測されています。主要情報15.6%収益成長率15.56%EPS成長率Healthcare 収益成長13.0%収益成長率8.9%将来の株主資本利益率17.77%アナリストカバレッジLow最終更新日05 Aug 2026今後の成長に関する最新情報お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Fiscal Year 2025Fagron NV reaffirmed earnings guidance for the fiscal year 2025. For the period, Company confirms revenue to be €930 million to €950 million and continue to expect a slight improvement in profitability year on year.お知らせ • Feb 22+ 1 more updateFagron NV Provides Earnings Guidance for the Year 2025Fagron NV provided earnings guidance for the year 2025. Full year 2025 outlook of mid- to high-single digit organic sales growth and slight improvement in profitability year on year, at CER and a slight improvement in profitability year-on-year, weighted towards the second half of the year.お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Full Year 2024Fagron NV reaffirmed earnings guidance for the full year 2024. Maintain Full Year 2024 revenue outlook of €850 million to €870 million and improvement in profitability year-on-year.お知らせ • Apr 11Fagron Provides Earnings Guidance for the Fiscal Year 2024Fagron provided earnings guidance for the fiscal year 2024. For the year, the company expects high single-digit organic sales growth and improvement in profitability reaffirmed.お知らせ • Feb 15+ 1 more updateFagron NV Provides Earnings Guidance for the Full Year 2024Fagron NV provided earnings guidance for the full year 2024. For the period, Company expects high single-digit organic revenue growth and continued improvement in profitability.お知らせ • Oct 13Fagron Nv Provides Earnings Guidance for 2023Fagron NV provided earnings guidance for 2023. For full year revenue guidance, The company expects a EUR 750 million to EUR 770 million range. On profitability, the company reiterate guidance of year-on-year increase.すべての更新を表示Recent updatesお知らせ • Aug 15Fagron NV to Report First Half, 2027 Results on Jul 29, 2027Fagron NV announced that they will report first half, 2027 results on Jul 29, 2027お知らせ • Aug 14Fagron NV to Report Fiscal Year 2026 Results on Feb 11, 2027Fagron NV announced that they will report fiscal year 2026 results on Feb 11, 2027Reported Earnings • Aug 04First half 2026 earnings released: EPS: €0.63 (vs €0.62 in 1H 2025)First half 2026 results: EPS: €0.63 (up from €0.62 in 1H 2025). Revenue: €552.5m (up 16% from 1H 2025). Net income: €46.3m (up 1.6% from 1H 2025). Profit margin: 8.4% (down from 9.6% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.お知らせ • May 13Fagron NV Approves Board AppointmentsFagron NV at its Annual and Extraordinary General Meeting of Shareholders held on May 11, 2026 confirmed the final appointments of Ms Ira Bindra as independent director and Mr. Philipp Klecka as non-executive director. Both had previously been appointed by the Board of Directors through co-optation.お知らせ • May 12Fagron NV Approves the Distribution of a Gross Dividend, Payable on 20 May 2026Fagron NV at its Annual and Extraordinary General Meeting of Shareholders held on May 11, 2026 approved the distribution of a gross dividend of EUR 0.40 per share. Ex-dividend date: 18 May 2026. Record date: 19 May 2026. Payment date: 20 May 2026.お知らせ • Feb 27Fagron NV (ENXTBR:FAGR) acquired Pharmavit Europe B.V. for €68 million.Fagron NV (ENXTBR:FAGR) acquired Pharmavit Europe B.V. for €68 million on February 26, 2026. A cash consideration of €68 million will be paid by Fagron NV. As part of consideration, €68 million is paid towards common equity of Pharmavit Europe B.V. For the period ending December 31, 2025, Pharmavit Europe B.V. reported total revenue of €62 million. Fagron NV (ENXTBR:FAGR) completed the acquisition of Pharmavit Europe B.V. on February 26, 2026.お知らせ • Jan 07Fagron NV (ENXTBR:FAGR) completed the acquisition of Gemini Industria De Insumos Farmaceuticos Ltda.Fagron NV (ENXTBR:FAGR) signed an agreement to acquire Gemini Industria De Insumos Farmaceuticos Ltda in a transaction with an enterprise value of BRL 250 million in the third quarter period ending September 30, 2024. The acquisition of Gemini Industria De Insumos Farmaceuticos (Purifarma) marking a significant milestone in cementing Fagron's market position in Brazil. Purifarma operates three facilities and employing around 180 people, Purifarma will integrate into Fagron’s infrastructure, driving synergies through increased operational leverage, procurement savings and an enhanced product portfolio. As of October 6, 2025, The Brazilian competition authority (CADE) approved the acquisition of Purifarma. Completion of the acquisition remains subject to customary closing conditions and completion of certain local corporate and contractual formalities. Augusto Cesar Barbosa de Souza and Leonardo Maniglia Duarte of Veirano Advogados acted as a legal advisor for Fagron NV. Augusto Hirata of Leite de Barros Zanin acted as a legal advisor for Gemini Industria De Insumos Farmaceuticos Ltda. Fagron NV (ENXTBR:FAGR) completed the acquisition of Gemini Industria De Insumos Farmaceuticos Ltda on January 6, 2026.お知らせ • Dec 21Fagron NV (ENXTBR:FAGR) acquired Amber Compounding Pharmacy Pte Ltd.Fagron NV (ENXTBR:FAGR) acquired Amber Compounding Pharmacy Pte Ltd on December 19, 2025. In a related transaction, Fagron NV is acquiring Vepakum. Fagron NV (ENXTBR:FAGR) completed the acquisition of Amber Compounding Pharmacy Pte Ltd on December 19, 2025.お知らせ • Nov 25Fagron NV (ENXTBR:FAGR) acquired Book of business from MAGILAB Korlatolt Felelossegu Tarsasag.Fagron NV (ENXTBR:FAGR) acquired Book of business from MAGILAB Korlatolt Felelossegu Tarsasag on November 24, 2025. In a related transaction, Fagron NV also acquired the book of business of AMARA. The combined purchase price of the two transactions amounts to approximately €26 million. Fagron NV (ENXTBR:FAGR) completed the acquisition of Book of business from MAGILAB Korlatolt Felelossegu Tarsasag on November 24, 2025.お知らせ • Nov 04Fagron NV, Annual General Meeting, May 11, 2026Fagron NV, Annual General Meeting, May 11, 2026.お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Fiscal Year 2025Fagron NV reaffirmed earnings guidance for the fiscal year 2025. For the period, Company confirms revenue to be €930 million to €950 million and continue to expect a slight improvement in profitability year on year.お知らせ • Oct 09+ 1 more updateFagron NV to Report Fiscal Year 2025 Results on Feb 12, 2026Fagron NV announced that they will report fiscal year 2025 results on Feb 12, 2026お知らせ • Oct 06Fagron Receives Brazilian Antitrust Clearance for Purifarma and Injeplast AcquisitionsFagron announced that the Brazilian competition authority, CADE, has granted clearance for the previously announced acquisitions of Purifarma and Injeplast in Brazil. The clearances represent an important step forward in executing Fagron’s disciplined M&A strategy in Latin America. The transactions will broaden Fagron’s portfolio and capabilities in Brazil, supporting the Group’s ambition to build a scalable, high-quality platform aligned with its long-term growth objectives.Purifarma operates a highly concentrated Essentials portfolio at very large volumes, presenting significant potential to improve profitability within 18 months post-closing through enhanced product portfolio and brands expansion, as well as increased operational leverage and procurement savings. In addition, the scale-up is expected to generate procurement benefits not only across Latin America but throughout our entire global footprint. Injeplast will further strengthen Fagron’s vertical integration by producing high-quality packaging solutions and efficient manufacturing processes, supporting our Essentials strategy by broadening our product portfolio and customer base in Latin America as well as other regions. Completion of the acquisitions remains subject to customary closing conditions and completion of certain local corporate and contractual formalities.お知らせ • Sep 26Fagron NV (ENXTBR:FAGR) agreed to acquire University Rx Specialists, Inc. at an enterprise value of CAD 41.5 million.Fagron NV (ENXTBR:FAGR) agreed to acquire University Rx Specialists, Inc. at an enterprise value of CAD 41.5 million on September 25, 2025. UCP generates around twenty five million dollars in annual revenue. The transaction will be fully financed through Fagron’s own resources and remains subject to customary clearance.お知らせ • Apr 11Fagron NV (ENXTBR:FAGR) completed the acquisition of Carefirst Specialty Pharmacy LLC.Fagron NV (ENXTBR:FAGR) agreed to acquire Carefirst Specialty Pharmacy LLC on January 7, 2025. In a related transaction, Fagron signed an agreement to acquire Injeplast on January 7, 2025. The combined enterprise value of these two acquisitions is €30 million and are fully financed through Fagron’s own resources and remain subject to customary clearances. Both businesses operate with an EBITDA margin slightly above Fagron’s existing group margin. Fagron NV (ENXTBR:FAGR) completed the acquisition of Carefirst Specialty Pharmacy LLC on April 10, 2025.お知らせ • Feb 22+ 1 more updateFagron NV Provides Earnings Guidance for the Year 2025Fagron NV provided earnings guidance for the year 2025. Full year 2025 outlook of mid- to high-single digit organic sales growth and slight improvement in profitability year on year, at CER and a slight improvement in profitability year-on-year, weighted towards the second half of the year.お知らせ • Feb 05Fagron NV (ENXTBR:FAGR) agreed to acquire Guinama, S.L.U. for an enterprise value of €22 million.Fagron NV (ENXTBR:FAGR) agreed to acquire Guinama, S.L.U. for an enterprise value of €22 million on February 4, 2025. The acquisition will close on signing.お知らせ • Jan 08Fagron NV, Annual General Meeting, May 12, 2025Fagron NV, Annual General Meeting, May 12, 2025.お知らせ • Jan 07+ 4 more updatesFagron NV (ENXTBR:FAGR) agreed to acquire Carefirst Specialty Pharmacy LLC.Fagron NV (ENXTBR:FAGR) agreed to acquire Carefirst Specialty Pharmacy LLC on January 7, 2025. In a related transaction, Fagron signed an agreement to acquire Injeplast on January 7, 2025. The combined enterprise value of these two acquisitions is €30 million and are fully financed through Fagron’s own resources and remain subject to customary clearances. Both businesses operate with an EBITDA margin slightly above Fagron’s existing group margin.お知らせ • Oct 11Fagron NV (ENXTBR:FAGR) ) signed an agreement to acquire Euro OTC Pharma GmbH.Fagron NV (ENXTBR:FAGR) ) signed an agreement to acquire Euro OTC Pharma GmbH in the third quarter period ending September 30, 2024. Acquisition of EuroOTC raw materials will enhance our presence in Germany, creating synergies through increased scale and enhanced customer engagement.お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Full Year 2024Fagron NV reaffirmed earnings guidance for the full year 2024. Maintain Full Year 2024 revenue outlook of €850 million to €870 million and improvement in profitability year-on-year.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.55 (vs €0.45 in 1H 2023)First half 2024 results: EPS: €0.55 (up from €0.45 in 1H 2023). Revenue: €429.3m (up 16% from 1H 2023). Net income: €40.4m (up 22% from 1H 2023). Profit margin: 9.4% (up from 8.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 19Dividend of €0.21 announcedShareholders will receive a dividend of €0.21. Ex-date: 21st May 2024 Payment date: 23rd May 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15Fagron NV Approves Dividend for the Year 2023, Payable on 23 May 2024The annual general meeting approved, amongst other things, Fagron’s annual financial statements and dividend proposal of €0.30 per share for the fiscal year 2023, and the remuneration policy. Ex-dividend date: 21 May 2024. Record date: 22 May 2024. Payment date: 23 May 2024.お知らせ • Apr 11Fagron Provides Earnings Guidance for the Fiscal Year 2024Fagron provided earnings guidance for the fiscal year 2024. For the year, the company expects high single-digit organic sales growth and improvement in profitability reaffirmed.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €0.97 (vs €0.95 in FY 2022)Full year 2023 results: EPS: €0.97 (up from €0.95 in FY 2022). Revenue: €763.0m (up 12% from FY 2022). Net income: €70.5m (up 1.3% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 18Full year 2023 earnings released: EPS: €0.97 (vs €0.95 in FY 2022)Full year 2023 results: EPS: €0.97 (up from €0.95 in FY 2022). Revenue: €767.2m (up 12% from FY 2022). Net income: €70.5m (up 1.3% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, while revenues in the Healthcare industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 16Fagron NV, Annual General Meeting, May 13, 2024Fagron NV, Annual General Meeting, May 13, 2024.お知らせ • Feb 15+ 1 more updateFagron NV Provides Earnings Guidance for the Full Year 2024Fagron NV provided earnings guidance for the full year 2024. For the period, Company expects high single-digit organic revenue growth and continued improvement in profitability.お知らせ • Oct 13Fagron Nv Provides Earnings Guidance for 2023Fagron NV provided earnings guidance for 2023. For full year revenue guidance, The company expects a EUR 750 million to EUR 770 million range. On profitability, the company reiterate guidance of year-on-year increase.お知らせ • Oct 12+ 1 more updateFagron NV to Report First Half, 2024 Results on Aug 01, 2024Fagron NV announced that they will report first half, 2024 results on Aug 01, 2024Reported Earnings • Aug 06First half 2023 earnings released: EPS: €0.45 (vs €0.48 in 1H 2022)First half 2023 results: EPS: €0.45 (down from €0.48 in 1H 2022). Revenue: €371.6m (up 13% from 1H 2022). Net income: €33.0m (down 6.1% from 1H 2022). Profit margin: 8.9% (down from 11% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 10+ 1 more updateFagron Nv Announces Board ChangesFagron NV at the annual general meeting of shareholders held on 8 May 2023, approved the stepping down of Management Deprez BV, represented by Veerle Deprez and approved appointment of Els Vandecandelaere LLC, represented by Klaus Röhrig.Reported Earnings • Mar 23Full year 2022 earnings released: EPS: €0.95 (vs €0.84 in FY 2021)Full year 2022 results: EPS: €0.95 (up from €0.84 in FY 2021). Revenue: €683.9m (up 19% from FY 2021). Net income: €69.6m (up 14% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: €0.96 (vs €0.84 in FY 2021)Full year 2022 results: EPS: €0.96 (up from €0.84 in FY 2021). Revenue: €683.9m (up 19% from FY 2021). Net income: €70.1m (up 15% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Feb 09Fagron Nv Proposes DividendFagron NV proposed Dividend of €0.25 per share.お知らせ • Feb 05+ 2 more updatesFagron NV to Report Fiscal Year 2022 Results on Feb 09, 2023Fagron NV announced that they will report fiscal year 2022 results on Feb 09, 2023Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Els Vandecandelaere was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €26.8m from profit in 1H 2021). Profit margin: (down from 9.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 2.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Neeraj Sharma was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 14Full year 2021 earnings released: EPS: €0.84 (vs €0.83 in FY 2020)Full year 2021 results: EPS: €0.84 (up from €0.83 in FY 2020). Revenue: €573.8m (up 3.2% from FY 2020). Net income: €61.0m (up 2.4% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the next year, revenue is forecast to grow 13%, compared to a 4.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.Buying Opportunity • Feb 15Now 21% undervaluedOver the last 90 days, the stock is up 9.6%. The fair value is estimated to be €20.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% per annum over the last 3 years. Earnings per share has grown by 8.0% per annum over the last 3 years.Reported Earnings • Feb 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.84 (up from €0.83 in FY 2020). Revenue: €577.9m (up 3.9% from FY 2020). Net income: €61.0m (up 2.4% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 10%, compared to a 4.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 08First half 2021 earnings released: EPS €0.37 (vs €0.43 in 1H 2020)The company reported a poor first half result with weaker earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: €276.6m (flat on 1H 2020). Net income: €26.9m (down 14% from 1H 2020). Profit margin: 9.7% (down from 11% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 04New 90-day low: €18.69The company is down 14% from its price of €21.72 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Healthcare industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.91 per share.Is New 90 Day High Low • Sep 28New 90-day high: €21.38The company is up 15% from its price of €18.61 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.36 per share.業績と収益の成長予測DB:4A5 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,341139152223512/31/20271,239119138207512/31/20261,14010711016256/30/20261,02992121161N/A3/31/202699091123158N/A12/31/202595291125155N/A9/30/202593588105138N/A6/30/20259198685120N/A3/31/20258958377115N/A12/31/20248728169110N/A9/30/20248467977117N/A6/30/20248217885123N/A3/31/20247927486124N/A12/31/20237637186125N/A9/30/20237456984119N/A6/30/20237276781114N/A3/31/20237056986112N/A12/31/20226847091109N/A9/30/2022655707998N/A6/30/2022626696786N/A3/31/2022600656382N/A12/31/2021574615878N/A9/30/2021564586988N/A6/30/2021554557997N/A3/31/2021555577795N/A12/31/2020556607593N/A9/30/2020557606080N/A6/30/2020558604567N/A3/31/202054658N/A72N/A12/31/201953555N/A77N/A6/30/201949651N/A76N/A3/31/201948447N/A75N/A12/31/201847243N/A73N/A6/30/201844445N/A69N/A3/31/201843946N/A77N/A12/31/201743447N/A84N/A9/30/201743316N/AN/AN/A6/30/2017432-14N/A101N/A3/31/2017428-15N/A113N/A12/31/2016422-19N/A68N/A9/30/2016421-25N/A60N/A6/30/2016421-31N/A53N/A3/31/2016474-203N/A73N/A12/31/2015428-25N/A73N/A9/30/20154418N/A83N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4A5の予測収益成長率 (年間15.6% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: 4A5の収益 ( 15.6% ) はGerman市場 ( 15.2% ) よりも速いペースで成長すると予測されています。高成長収益: 4A5の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4A5の収益 ( 8.9% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 4A5の収益 ( 8.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4A5の 自己資本利益率 は、3年後には低くなると予測されています ( 17.8 %)。成長企業の発掘7D1Y7D1Y7D1YHealthcare 業界の高成長企業。View Past Performance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2026/08/21 00:05終値2026/08/21 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fagron NV 5 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。13 アナリスト機関Beatrice FairbairnBerenbergSamuel EnglandBerenbergBeatrice AllenBerenberg10 その他のアナリストを表示
お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Fiscal Year 2025Fagron NV reaffirmed earnings guidance for the fiscal year 2025. For the period, Company confirms revenue to be €930 million to €950 million and continue to expect a slight improvement in profitability year on year.
お知らせ • Feb 22+ 1 more updateFagron NV Provides Earnings Guidance for the Year 2025Fagron NV provided earnings guidance for the year 2025. Full year 2025 outlook of mid- to high-single digit organic sales growth and slight improvement in profitability year on year, at CER and a slight improvement in profitability year-on-year, weighted towards the second half of the year.
お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Full Year 2024Fagron NV reaffirmed earnings guidance for the full year 2024. Maintain Full Year 2024 revenue outlook of €850 million to €870 million and improvement in profitability year-on-year.
お知らせ • Apr 11Fagron Provides Earnings Guidance for the Fiscal Year 2024Fagron provided earnings guidance for the fiscal year 2024. For the year, the company expects high single-digit organic sales growth and improvement in profitability reaffirmed.
お知らせ • Feb 15+ 1 more updateFagron NV Provides Earnings Guidance for the Full Year 2024Fagron NV provided earnings guidance for the full year 2024. For the period, Company expects high single-digit organic revenue growth and continued improvement in profitability.
お知らせ • Oct 13Fagron Nv Provides Earnings Guidance for 2023Fagron NV provided earnings guidance for 2023. For full year revenue guidance, The company expects a EUR 750 million to EUR 770 million range. On profitability, the company reiterate guidance of year-on-year increase.
お知らせ • Aug 15Fagron NV to Report First Half, 2027 Results on Jul 29, 2027Fagron NV announced that they will report first half, 2027 results on Jul 29, 2027
お知らせ • Aug 14Fagron NV to Report Fiscal Year 2026 Results on Feb 11, 2027Fagron NV announced that they will report fiscal year 2026 results on Feb 11, 2027
Reported Earnings • Aug 04First half 2026 earnings released: EPS: €0.63 (vs €0.62 in 1H 2025)First half 2026 results: EPS: €0.63 (up from €0.62 in 1H 2025). Revenue: €552.5m (up 16% from 1H 2025). Net income: €46.3m (up 1.6% from 1H 2025). Profit margin: 8.4% (down from 9.6% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
お知らせ • May 13Fagron NV Approves Board AppointmentsFagron NV at its Annual and Extraordinary General Meeting of Shareholders held on May 11, 2026 confirmed the final appointments of Ms Ira Bindra as independent director and Mr. Philipp Klecka as non-executive director. Both had previously been appointed by the Board of Directors through co-optation.
お知らせ • May 12Fagron NV Approves the Distribution of a Gross Dividend, Payable on 20 May 2026Fagron NV at its Annual and Extraordinary General Meeting of Shareholders held on May 11, 2026 approved the distribution of a gross dividend of EUR 0.40 per share. Ex-dividend date: 18 May 2026. Record date: 19 May 2026. Payment date: 20 May 2026.
お知らせ • Feb 27Fagron NV (ENXTBR:FAGR) acquired Pharmavit Europe B.V. for €68 million.Fagron NV (ENXTBR:FAGR) acquired Pharmavit Europe B.V. for €68 million on February 26, 2026. A cash consideration of €68 million will be paid by Fagron NV. As part of consideration, €68 million is paid towards common equity of Pharmavit Europe B.V. For the period ending December 31, 2025, Pharmavit Europe B.V. reported total revenue of €62 million. Fagron NV (ENXTBR:FAGR) completed the acquisition of Pharmavit Europe B.V. on February 26, 2026.
お知らせ • Jan 07Fagron NV (ENXTBR:FAGR) completed the acquisition of Gemini Industria De Insumos Farmaceuticos Ltda.Fagron NV (ENXTBR:FAGR) signed an agreement to acquire Gemini Industria De Insumos Farmaceuticos Ltda in a transaction with an enterprise value of BRL 250 million in the third quarter period ending September 30, 2024. The acquisition of Gemini Industria De Insumos Farmaceuticos (Purifarma) marking a significant milestone in cementing Fagron's market position in Brazil. Purifarma operates three facilities and employing around 180 people, Purifarma will integrate into Fagron’s infrastructure, driving synergies through increased operational leverage, procurement savings and an enhanced product portfolio. As of October 6, 2025, The Brazilian competition authority (CADE) approved the acquisition of Purifarma. Completion of the acquisition remains subject to customary closing conditions and completion of certain local corporate and contractual formalities. Augusto Cesar Barbosa de Souza and Leonardo Maniglia Duarte of Veirano Advogados acted as a legal advisor for Fagron NV. Augusto Hirata of Leite de Barros Zanin acted as a legal advisor for Gemini Industria De Insumos Farmaceuticos Ltda. Fagron NV (ENXTBR:FAGR) completed the acquisition of Gemini Industria De Insumos Farmaceuticos Ltda on January 6, 2026.
お知らせ • Dec 21Fagron NV (ENXTBR:FAGR) acquired Amber Compounding Pharmacy Pte Ltd.Fagron NV (ENXTBR:FAGR) acquired Amber Compounding Pharmacy Pte Ltd on December 19, 2025. In a related transaction, Fagron NV is acquiring Vepakum. Fagron NV (ENXTBR:FAGR) completed the acquisition of Amber Compounding Pharmacy Pte Ltd on December 19, 2025.
お知らせ • Nov 25Fagron NV (ENXTBR:FAGR) acquired Book of business from MAGILAB Korlatolt Felelossegu Tarsasag.Fagron NV (ENXTBR:FAGR) acquired Book of business from MAGILAB Korlatolt Felelossegu Tarsasag on November 24, 2025. In a related transaction, Fagron NV also acquired the book of business of AMARA. The combined purchase price of the two transactions amounts to approximately €26 million. Fagron NV (ENXTBR:FAGR) completed the acquisition of Book of business from MAGILAB Korlatolt Felelossegu Tarsasag on November 24, 2025.
お知らせ • Nov 04Fagron NV, Annual General Meeting, May 11, 2026Fagron NV, Annual General Meeting, May 11, 2026.
お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Fiscal Year 2025Fagron NV reaffirmed earnings guidance for the fiscal year 2025. For the period, Company confirms revenue to be €930 million to €950 million and continue to expect a slight improvement in profitability year on year.
お知らせ • Oct 09+ 1 more updateFagron NV to Report Fiscal Year 2025 Results on Feb 12, 2026Fagron NV announced that they will report fiscal year 2025 results on Feb 12, 2026
お知らせ • Oct 06Fagron Receives Brazilian Antitrust Clearance for Purifarma and Injeplast AcquisitionsFagron announced that the Brazilian competition authority, CADE, has granted clearance for the previously announced acquisitions of Purifarma and Injeplast in Brazil. The clearances represent an important step forward in executing Fagron’s disciplined M&A strategy in Latin America. The transactions will broaden Fagron’s portfolio and capabilities in Brazil, supporting the Group’s ambition to build a scalable, high-quality platform aligned with its long-term growth objectives.Purifarma operates a highly concentrated Essentials portfolio at very large volumes, presenting significant potential to improve profitability within 18 months post-closing through enhanced product portfolio and brands expansion, as well as increased operational leverage and procurement savings. In addition, the scale-up is expected to generate procurement benefits not only across Latin America but throughout our entire global footprint. Injeplast will further strengthen Fagron’s vertical integration by producing high-quality packaging solutions and efficient manufacturing processes, supporting our Essentials strategy by broadening our product portfolio and customer base in Latin America as well as other regions. Completion of the acquisitions remains subject to customary closing conditions and completion of certain local corporate and contractual formalities.
お知らせ • Sep 26Fagron NV (ENXTBR:FAGR) agreed to acquire University Rx Specialists, Inc. at an enterprise value of CAD 41.5 million.Fagron NV (ENXTBR:FAGR) agreed to acquire University Rx Specialists, Inc. at an enterprise value of CAD 41.5 million on September 25, 2025. UCP generates around twenty five million dollars in annual revenue. The transaction will be fully financed through Fagron’s own resources and remains subject to customary clearance.
お知らせ • Apr 11Fagron NV (ENXTBR:FAGR) completed the acquisition of Carefirst Specialty Pharmacy LLC.Fagron NV (ENXTBR:FAGR) agreed to acquire Carefirst Specialty Pharmacy LLC on January 7, 2025. In a related transaction, Fagron signed an agreement to acquire Injeplast on January 7, 2025. The combined enterprise value of these two acquisitions is €30 million and are fully financed through Fagron’s own resources and remain subject to customary clearances. Both businesses operate with an EBITDA margin slightly above Fagron’s existing group margin. Fagron NV (ENXTBR:FAGR) completed the acquisition of Carefirst Specialty Pharmacy LLC on April 10, 2025.
お知らせ • Feb 22+ 1 more updateFagron NV Provides Earnings Guidance for the Year 2025Fagron NV provided earnings guidance for the year 2025. Full year 2025 outlook of mid- to high-single digit organic sales growth and slight improvement in profitability year on year, at CER and a slight improvement in profitability year-on-year, weighted towards the second half of the year.
お知らせ • Feb 05Fagron NV (ENXTBR:FAGR) agreed to acquire Guinama, S.L.U. for an enterprise value of €22 million.Fagron NV (ENXTBR:FAGR) agreed to acquire Guinama, S.L.U. for an enterprise value of €22 million on February 4, 2025. The acquisition will close on signing.
お知らせ • Jan 08Fagron NV, Annual General Meeting, May 12, 2025Fagron NV, Annual General Meeting, May 12, 2025.
お知らせ • Jan 07+ 4 more updatesFagron NV (ENXTBR:FAGR) agreed to acquire Carefirst Specialty Pharmacy LLC.Fagron NV (ENXTBR:FAGR) agreed to acquire Carefirst Specialty Pharmacy LLC on January 7, 2025. In a related transaction, Fagron signed an agreement to acquire Injeplast on January 7, 2025. The combined enterprise value of these two acquisitions is €30 million and are fully financed through Fagron’s own resources and remain subject to customary clearances. Both businesses operate with an EBITDA margin slightly above Fagron’s existing group margin.
お知らせ • Oct 11Fagron NV (ENXTBR:FAGR) ) signed an agreement to acquire Euro OTC Pharma GmbH.Fagron NV (ENXTBR:FAGR) ) signed an agreement to acquire Euro OTC Pharma GmbH in the third quarter period ending September 30, 2024. Acquisition of EuroOTC raw materials will enhance our presence in Germany, creating synergies through increased scale and enhanced customer engagement.
お知らせ • Oct 10Fagron NV Reaffirms Earnings Guidance for the Full Year 2024Fagron NV reaffirmed earnings guidance for the full year 2024. Maintain Full Year 2024 revenue outlook of €850 million to €870 million and improvement in profitability year-on-year.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.55 (vs €0.45 in 1H 2023)First half 2024 results: EPS: €0.55 (up from €0.45 in 1H 2023). Revenue: €429.3m (up 16% from 1H 2023). Net income: €40.4m (up 22% from 1H 2023). Profit margin: 9.4% (up from 8.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 19Dividend of €0.21 announcedShareholders will receive a dividend of €0.21. Ex-date: 21st May 2024 Payment date: 23rd May 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15Fagron NV Approves Dividend for the Year 2023, Payable on 23 May 2024The annual general meeting approved, amongst other things, Fagron’s annual financial statements and dividend proposal of €0.30 per share for the fiscal year 2023, and the remuneration policy. Ex-dividend date: 21 May 2024. Record date: 22 May 2024. Payment date: 23 May 2024.
お知らせ • Apr 11Fagron Provides Earnings Guidance for the Fiscal Year 2024Fagron provided earnings guidance for the fiscal year 2024. For the year, the company expects high single-digit organic sales growth and improvement in profitability reaffirmed.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €0.97 (vs €0.95 in FY 2022)Full year 2023 results: EPS: €0.97 (up from €0.95 in FY 2022). Revenue: €763.0m (up 12% from FY 2022). Net income: €70.5m (up 1.3% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 18Full year 2023 earnings released: EPS: €0.97 (vs €0.95 in FY 2022)Full year 2023 results: EPS: €0.97 (up from €0.95 in FY 2022). Revenue: €767.2m (up 12% from FY 2022). Net income: €70.5m (up 1.3% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, while revenues in the Healthcare industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 16Fagron NV, Annual General Meeting, May 13, 2024Fagron NV, Annual General Meeting, May 13, 2024.
お知らせ • Feb 15+ 1 more updateFagron NV Provides Earnings Guidance for the Full Year 2024Fagron NV provided earnings guidance for the full year 2024. For the period, Company expects high single-digit organic revenue growth and continued improvement in profitability.
お知らせ • Oct 13Fagron Nv Provides Earnings Guidance for 2023Fagron NV provided earnings guidance for 2023. For full year revenue guidance, The company expects a EUR 750 million to EUR 770 million range. On profitability, the company reiterate guidance of year-on-year increase.
お知らせ • Oct 12+ 1 more updateFagron NV to Report First Half, 2024 Results on Aug 01, 2024Fagron NV announced that they will report first half, 2024 results on Aug 01, 2024
Reported Earnings • Aug 06First half 2023 earnings released: EPS: €0.45 (vs €0.48 in 1H 2022)First half 2023 results: EPS: €0.45 (down from €0.48 in 1H 2022). Revenue: €371.6m (up 13% from 1H 2022). Net income: €33.0m (down 6.1% from 1H 2022). Profit margin: 8.9% (down from 11% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 10+ 1 more updateFagron Nv Announces Board ChangesFagron NV at the annual general meeting of shareholders held on 8 May 2023, approved the stepping down of Management Deprez BV, represented by Veerle Deprez and approved appointment of Els Vandecandelaere LLC, represented by Klaus Röhrig.
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: €0.95 (vs €0.84 in FY 2021)Full year 2022 results: EPS: €0.95 (up from €0.84 in FY 2021). Revenue: €683.9m (up 19% from FY 2021). Net income: €69.6m (up 14% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: €0.96 (vs €0.84 in FY 2021)Full year 2022 results: EPS: €0.96 (up from €0.84 in FY 2021). Revenue: €683.9m (up 19% from FY 2021). Net income: €70.1m (up 15% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Feb 05+ 2 more updatesFagron NV to Report Fiscal Year 2022 Results on Feb 09, 2023Fagron NV announced that they will report fiscal year 2022 results on Feb 09, 2023
Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Els Vandecandelaere was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €26.8m from profit in 1H 2021). Profit margin: (down from 9.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 2.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Neeraj Sharma was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 14Full year 2021 earnings released: EPS: €0.84 (vs €0.83 in FY 2020)Full year 2021 results: EPS: €0.84 (up from €0.83 in FY 2020). Revenue: €573.8m (up 3.2% from FY 2020). Net income: €61.0m (up 2.4% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the next year, revenue is forecast to grow 13%, compared to a 4.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
Buying Opportunity • Feb 15Now 21% undervaluedOver the last 90 days, the stock is up 9.6%. The fair value is estimated to be €20.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% per annum over the last 3 years. Earnings per share has grown by 8.0% per annum over the last 3 years.
Reported Earnings • Feb 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.84 (up from €0.83 in FY 2020). Revenue: €577.9m (up 3.9% from FY 2020). Net income: €61.0m (up 2.4% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 10%, compared to a 4.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 08First half 2021 earnings released: EPS €0.37 (vs €0.43 in 1H 2020)The company reported a poor first half result with weaker earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: €276.6m (flat on 1H 2020). Net income: €26.9m (down 14% from 1H 2020). Profit margin: 9.7% (down from 11% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 04New 90-day low: €18.69The company is down 14% from its price of €21.72 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Healthcare industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.91 per share.
Is New 90 Day High Low • Sep 28New 90-day high: €21.38The company is up 15% from its price of €18.61 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.36 per share.