AlzChem Group AG

XTRA:ACT 株式レポート

時価総額:€1.6b

AlzChem Group 将来の成長

Future 基準チェック /46

AlzChem Group利益と収益がそれぞれ年間19.1%と11.2%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27% 19%なると予測されています。

主要情報

19.1%

収益成長率

18.97%

EPS成長率

Chemicals 収益成長44.1%
収益成長率11.2%
将来の株主資本利益率27.00%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

分析記事 Aug 02

AlzChem Group AG Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 4.0% to close at €156 following the...
分析記事 Mar 05

AlzChem Group AG (ETR:ACT) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 6.3% to close at €77.80 following the...

Recent updates

分析記事 May 08

Investors Shouldn't Be Too Comfortable With AlzChem Group's (ETR:ACT) Earnings

Despite announcing strong earnings, AlzChem Group AG's ( ETR:ACT ) stock was sluggish. Our analysis uncovered some...
ナラティブの更新 May 01

ACT: Specialty Chemicals Moat And 2026 Expansions Will Drive Future Upside

Narrative update on AlzChem Group The analyst fair value estimate for AlzChem has been lifted by €5 to €200, with analysts citing recent price target increases from multiple firms and reinforcing views around the company's specialty chemicals focus, margin profile and potential long term value creation. Analyst Commentary Bullish analysts have been steadily lifting their price targets for AlzChem, pointing to the specialty chemicals focus and the margin profile as key supports for higher valuations.
ナラティブの更新 Apr 17

ACT: Specialty Platform And 2026 Expansions Will Underpin Cash Flow And Dividend Potential

Analysts have lifted their price targets on AlzChem to a range of about €195 to €197, reflecting updated models that incorporate a slightly lower discount rate, modestly higher revenue growth and profit margin assumptions, and a marginally reduced future P/E. Analyst Commentary Recent research points to a broadly constructive stance on AlzChem Group, with several firms lifting price targets into a narrow band between about €195 and €197.
ナラティブの更新 Apr 03

ACT: Specialty Platform And 2026 Expansions Will Support Measured Long Term Upside Potential

The updated analyst price target for AlzChem Group has moved from €165 to €173, as analysts point to recent target increases on the Street and renewed confidence in the company's specialty chemicals focus and niche production platform. Analyst Commentary Recent Street research has centered on higher price targets for AlzChem Group, with several firms highlighting the specialty chemicals profile and niche positioning as key supports for their views.
ナラティブの更新 Mar 20

ACT: Specialty Chemicals Platform And 2026 Expansion Plans Will Support Upside

Analysts have lifted the implied fair value estimate for AlzChem Group to about €185 from roughly €177, supported by higher Street price targets in the €195 to €197 range and confidence in the company's specialty chemicals focus and production platform. Analyst Commentary Recent research updates point to a constructive tone from bullish analysts, who see the higher price targets as aligned with confidence in AlzChem Group's business model and execution around specialty chemicals.
ナラティブの更新 Mar 06

ACT: Specialty Chemicals Moat And 2026 Projects Will Drive Future Upside

Narrative Update on AlzChem Group The analyst price target for AlzChem Group has moved from €185 to €195, with analysts highlighting the company's specialty chemicals performance, unique production platform and high margin growth projects as key factors in their updated view. Analyst Commentary Bullish analysts are leaning into a constructive view on AlzChem Group, pointing to recent research updates as support for higher valuation expectations and confidence in the company’s execution.
ナラティブの更新 Feb 19

ACT: New Creatine Capacity Plan Will Support Measured Long Term Upside Potential

Analysts are holding their price target for AlzChem Group steady at €165.00. They explain the unchanged view by pointing to updated assumptions that combine a slightly higher discount rate and P/E multiple with adjusted revenue growth and profit margin expectations.
ナラティブの更新 Feb 05

ACT: New Creatine Investment Program Will Support Long Term Upside Potential

Analysts have lifted their price target on AlzChem Group from €150.00 to €165.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News AlzChem Group AG has approved an investment program of around €120 million aimed at supporting additional profitable growth and reinforcing its presence in specialty chemicals for sports, food, and health (company announcement).
分析記事 Jan 23

Is AlzChem Group AG (ETR:ACT) Trading At A 33% Discount?

Key Insights AlzChem Group's estimated fair value is €231 based on 2 Stage Free Cash Flow to Equity Current share price...
ナラティブの更新 Jan 21

ACT: New Creatine Plant And 2025 Outlook Will Underpin Balanced Prospects

Analysts have modestly trimmed their price target for AlzChem Group to €176.94 from €179.93 as minor adjustments to the discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations feed into a slightly lower fair value estimate. What's in the News AlzChem Group AG approved an investment program of around €120 million to build a more automated production plant for creatine and its precursors, along with related infrastructure, targeting additional growth in sports, food and health (Key Developments).
ナラティブの更新 Jan 07

ACT: New Creatine Capacity Expansion And 2025 Record Outlook Will Support Upside

Analysts now set a higher fair value target for AlzChem Group at €179.93 compared with €167.10 previously. They point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple.
ナラティブの更新 Dec 16

ACT: New Creatine Capacity And Partnerships Will Support Balanced Long Term Outlook

Analysts have raised their price target for AlzChem Group from €97.00 to €150.00, citing slightly stronger expectations for long term revenue growth and a higher justified future P E multiple, despite a modestly lower profit margin outlook. What's in the News AlzChem Group has approved an approximately EUR 120 million investment program to build a more automated creatine production plant and related infrastructure, targeting additional annual sales in the early triple-digit million euro range.
ナラティブの更新 Dec 02

ACT: Earnings Guidance And New Product Launch Will Drive Record Performance

Analysts have maintained their price target for AlzChem Group at €167.10. They cite steady outlooks for revenue growth and profit margins, with only minor adjustments to the discount rate and future earnings projections.
分析記事 Nov 24

AlzChem Group AG's (ETR:ACT) Business Is Trailing The Market But Its Shares Aren't

With a price-to-earnings (or "P/E") ratio of 21.1x AlzChem Group AG ( ETR:ACT ) may be sending bearish signals at the...
ナラティブの更新 Nov 18

ACT: Strong Revenue Outlook And Product Launches Will Drive Upside Momentum

Analysts have raised their price target for AlzChem Group from €163.10 to €167.10, citing improved revenue growth forecasts. These improved forecasts have offset slight adjustments in the discount rate and profit margin expectations.
ナラティブの更新 Nov 02

ACT: Profitability Improvements And Product Launch Partnerships Will Support Fair Valuation

Analysts have raised their price target for AlzChem Group from €154.24 to €163.10. They cite improved profit margin projections and continued confidence in the company's financial outlook.
分析記事 Oct 13

AlzChem Group AG (ETR:ACT) Shares Could Be 34% Below Their Intrinsic Value Estimate

Key Insights AlzChem Group's estimated fair value is €236 based on 2 Stage Free Cash Flow to Equity AlzChem Group's...
分析記事 Sep 13

Is AlzChem Group (ETR:ACT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Aug 20

Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities

The increase in AlzChem Group’s consensus price target is primarily driven by a higher forward P/E multiple rather than changes in revenue growth forecasts, with fair value rising from €135.24 to €143.64. What's in the News AlzChem Group AG confirmed its full-year 2025 guidance, projecting organic sales growth of approximately 5% to around EUR 580 million.
分析記事 Aug 20

Is Now An Opportune Moment To Examine AlzChem Group AG (ETR:ACT)?

While AlzChem Group AG ( ETR:ACT ) might not have the largest market cap around , it received a lot of attention from a...
ナラティブの更新 Aug 06

Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities

AlzChem Group's higher consensus price target reflects improved profitability and a lower forward P/E, indicating stronger earnings expectations and valuation support, with fair value raised from €124.40 to €135.24. What's in the News AlzChem Group AG confirmed full year 2025 guidance, expecting approximately 5% organic sales growth to around EUR 580 million.
分析記事 Aug 02

AlzChem Group AG Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 4.0% to close at €156 following the...
分析記事 Jul 22

AlzChem Group AG (ETR:ACT) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

AlzChem Group AG ( ETR:ACT ) shares have continued their recent momentum with a 25% gain in the last month alone. The...
分析記事 Jun 02

Returns Are Gaining Momentum At AlzChem Group (ETR:ACT)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 May 19

A Look At The Fair Value Of AlzChem Group AG (ETR:ACT)

Key Insights AlzChem Group's estimated fair value is €119 based on 2 Stage Free Cash Flow to Equity AlzChem Group's...
分析記事 May 05

What AlzChem Group AG's (ETR:ACT) 29% Share Price Gain Is Not Telling You

Despite an already strong run, AlzChem Group AG ( ETR:ACT ) shares have been powering on, with a gain of 29% in the...
分析記事 May 03

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80

AlzChem Group AG ( ETR:ACT ) will increase its dividend from last year's comparable payment on the 13th of May to...
分析記事 May 01

Is It Too Late To Consider Buying AlzChem Group AG (ETR:ACT)?

AlzChem Group AG ( ETR:ACT ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 Mar 28

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80

The board of AlzChem Group AG ( ETR:ACT ) has announced that it will be paying its dividend of €1.80 on the 13th of...
分析記事 Mar 18

With EPS Growth And More, AlzChem Group (ETR:ACT) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Mar 05

AlzChem Group AG (ETR:ACT) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 6.3% to close at €77.80 following the...
分析記事 Mar 03

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80

AlzChem Group AG's ( ETR:ACT ) periodic dividend will be increasing on the 13th of May to €1.80, with investors...
分析記事 Feb 19

Market Still Lacking Some Conviction On AlzChem Group AG (ETR:ACT)

With a price-to-earnings (or "P/E") ratio of 14.1x AlzChem Group AG ( ETR:ACT ) may be sending bullish signals at the...
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新しいナラティブ Feb 17

Expansion Of Nitroguanidine Production To Meet Defense Industry Demand Is Expected To Strengthen Market Position

Strategic expansion in production capacities and collaboration with the U.S. Department of Defense could bolster long-term revenue and market diversification.
分析記事 Nov 14

AlzChem Group's (ETR:ACT) Earnings May Just Be The Starting Point

AlzChem Group AG ( ETR:ACT ) just reported healthy earnings but the stock price didn't move much. Investors are...
分析記事 Oct 27

AlzChem Group AG's (ETR:ACT) Shares Leap 26% Yet They're Still Not Telling The Full Story

AlzChem Group AG ( ETR:ACT ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 Oct 18

When Should You Buy AlzChem Group AG (ETR:ACT)?

AlzChem Group AG ( ETR:ACT ), might not be a large cap stock, but it saw a significant share price rise of 46% in the...
分析記事 Sep 07

AlzChem Group (ETR:ACT) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 04

A Look At The Intrinsic Value Of AlzChem Group AG (ETR:ACT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, AlzChem Group fair value estimate is €43.94 AlzChem Group's...
分析記事 May 08

AlzChem Group's (ETR:ACT) Earnings Seem To Be Promising

AlzChem Group AG's ( ETR:ACT ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
分析記事 May 01

Shareholders Will Probably Hold Off On Increasing AlzChem Group AG's (ETR:ACT) CEO Compensation For The Time Being

Key Insights AlzChem Group will host its Annual General Meeting on 7th of May Total pay for CEO Andreas Niedermaier...
分析記事 Apr 26

AlzChem Group's (ETR:ACT) Upcoming Dividend Will Be Larger Than Last Year's

AlzChem Group AG ( ETR:ACT ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 Apr 11

Is AlzChem Group (ETR:ACT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Mar 29

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.20

The board of AlzChem Group AG ( ETR:ACT ) has announced that it will be paying its dividend of €1.20 on the 10th of...
分析記事 Mar 07

The Market Lifts AlzChem Group AG (ETR:ACT) Shares 26% But It Can Do More

AlzChem Group AG ( ETR:ACT ) shareholders would be excited to see that the share price has had a great month, posting a...

業績と収益の成長予測

XTRA:ACT - 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
12/31/2028815108941185
12/31/202770587-14896
12/31/20266066711456
3/31/2026581674125N/A
12/31/20255756339137N/A
9/30/202557662102146N/A
6/30/20255685869113N/A
3/31/20255595672121N/A
12/31/20245635462105N/A
9/30/20245645082103N/A
6/30/2024555467697N/A
3/31/2024546397396N/A
12/31/2023546355273N/A
9/30/2023533302555N/A
6/30/2023554282453N/A
3/31/202357030-1512N/A
12/31/202255030-33-4N/A
9/30/202253429-254N/A
6/30/202248728-280N/A
3/31/202245427329N/A
12/31/2021429281443N/A
9/30/2021420271140N/A
6/30/2021406263463N/A
3/31/2021397231448N/A
12/31/2020386202049N/A
9/30/2020370161052N/A
6/30/2020389171153N/A
3/31/2020387172054N/A
12/31/201938518N/A44N/A
9/30/201938919N/A42N/A
6/30/201938018N/A22N/A
3/31/201938020N/A33N/A
12/31/201838323N/A35N/A
9/30/201838022N/A24N/A
6/30/201839832N/A31N/A
3/31/201836421N/A23N/A
12/31/201736120N/A31N/A
9/30/201735622N/A31N/A
12/31/201633315N/A33N/A
9/30/201633112N/A39N/A
12/31/201532915N/A30N/A

アナリストによる今後の成長予測

収入対貯蓄率: ACTの予測収益成長率 (年間19.1% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: ACTの収益 ( 19.1% ) はGerman市場 ( 16.9% ) 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: ACT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: ACTの収益 ( 11.2% ) 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: ACTの収益 ( 11.2% ) 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: ACTの 自己資本利益率 は、3年後には高くなると予測されています ( 27 %)


成長企業の発掘

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2026/05/20 05:18
終値2026/05/20 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

AlzChem Group AG 6 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。8

アナリスト機関
Konstantin WiechertBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Gerhard OrgonasBerenberg