Aurubis AG

XTRA:NDA 株式レポート

時価総額：€8.1b

Aurubis 将来の成長

Future 基準チェック /16

Aurubisの収益は年間10.1%で減少すると予測されていますが、年間収益は年間7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に7.7% 9.6%なると予測されています。

主要情報

-10.1%

収益成長率

-9.63%

EPS成長率

Metals and Mining 収益成長19.3%
収益成長率7.0%
将来の株主資本利益率7.75%
アナリストカバレッジ

Good

最終更新日01 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 07

NDA: Higher Revenue Assumptions And Earnings Visibility Will Support Future Re Rating

Narrative update on Aurubis The analyst fair value estimate for Aurubis has moved from €200 to €218, reflecting updated views on revenue growth, margins and P/E assumptions following recent price target changes and rating moves cited by analysts. Analyst Commentary Recent Street research on Aurubis has been mixed, with both target price revisions and rating changes.
ナラティブ更新 • Apr 22

NDA: Rising Execution Risks Will Cap Benefits Of Upgraded Earnings Guidance

Aurubis' analyst fair value estimate has moved from about €95.43 to €160.50, as analysts factor in updated price targets from Deutsche Bank and Morgan Stanley, alongside mixed rating changes that reflect differing views on the company’s growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on Aurubis points to a split view, with some analysts lifting price targets and ratings while others turn more cautious.
ナラティブ更新 • Apr 08

NDA: Higher Earnings Guidance Will Likely Clash With Rising Execution Risks

Aurubis’ analyst price target has been updated to €99.00. The change is supported by recent target increases from multiple firms and by analyst expectations reflected in adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブ更新 • Mar 25

NDA: Higher Earnings Guidance And Execution Risks Will Likely Restrain Future Returns

Narrative Update on Aurubis The updated analyst price target for Aurubis has moved to €99.00, with analysts pointing to revised revenue growth assumptions and slightly adjusted discount rate and future P/E inputs as key drivers of the change. Analyst Commentary Recent Street research on Aurubis has centered on valuation assumptions and the sustainability of the earnings profile that underpins price targets around €99.00.
ナラティブ更新 • Mar 11

NDA: Higher Discount Rate Sensitivity Will Likely Restrain Future Share Returns

Narrative Update The analyst fair value estimate for Aurubis has shifted from €78.00 to €99.00. Analysts attribute this change to updated assumptions on discount rates, revenue growth, profit margins and future P/E, supported by recent price target increases from major firms.
ナラティブ更新 • Feb 24

NDA: Rising Earnings Power And Higher Dividend Will Support Re-Rating

Aurubis' analyst fair value estimate has shifted from €120.00 to €200.00. Analysts cite recent target price increases from major banks, alongside updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations.
ナラティブ更新 • Feb 10

NDA: Higher Future P/E Assumptions Will Likely Restrain Share Price

Analysts have lifted their price targets on Aurubis by between €13 and €28, citing updated assumptions on discount rates, growth and margins, as well as a higher future P/E multiple. Analyst Commentary Recent research on Aurubis highlights that the higher price targets are closely linked to updated modelling on discount rates, expected growth and margin assumptions, and a willingness to apply a higher future P/E multiple.
ナラティブ更新 • Jan 27

NDA: Execution Risks And Lower P/E Assumptions Will Likely Restrain Share Price

Analysts have raised their price target on Aurubis by €28, citing updated assumptions on revenue growth, profit margins, and a lower future P/E as key drivers of the change. Analyst Commentary Recent research points to a more cautious tone from some bearish analysts, even alongside the higher price target.
分析記事 • Jan 16

There's No Escaping Aurubis AG's (ETR:NDA) Muted Earnings Despite A 25% Share Price Rise

Despite an already strong run, Aurubis AG ( ETR:NDA ) shares have been powering on, with a gain of 25% in the last...
ナラティブ更新 • Jan 11

NDA: Higher Dividend And Copper Offtake Agreement Will Support Balanced Outlook

Analysts have raised their price target on Aurubis from €110 to €120, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E of 13.27x versus the prior 18.58x. What's in the News Aurubis AG plans to propose a dividend of €1.60 per share for fiscal 2024/25, compared with €1.50 per share previously.
分析記事 • Jan 05

Is Aurubis AG (ETR:NDA) Trading At A 34% Discount?

Key Insights Aurubis' estimated fair value is €190 based on 2 Stage Free Cash Flow to Equity Aurubis is estimated to be...
ナラティブ更新 • Dec 17

NDA Risks Around Major Investment Projects Will Likely Cap Share Price Upside

Narrative Update on Aurubis The analyst price target for Aurubis has been raised from EUR 60 to EUR 78. This reflects analysts' expectations for stronger revenue growth, improved profit margins, and a more attractive future valuation multiple.
ナラティブ更新 • Dec 03

NDA: Rising Project Execution Risks Will Pressure Margins Despite Recent Optimism

Analysts have nudged their price target on Aurubis higher to about EUR 95.43 from EUR 94.29, citing a slightly richer fair value and marginally higher long term valuation multiples reflected in recent Street research target increases and rating adjustments. Analyst Commentary Recent valuation changes reflect a more constructive stance on Aurubis near term, even as expectations moderate from previously more optimistic levels.
ナラティブ更新 • Nov 19

NDA: Rising Discount Rate Will Weigh On Margins Amid Uncertainties

Aurubis' analyst price target has been raised slightly from €93.29 to €94.29. This adjustment reflects analysts' expectations of modest improvements in revenue growth and profit margins, despite a minor increase in the discount rate.
ナラティブ更新 • Nov 05

NDA Margins Will Face Pressure As Cost Conditions Tighten

The consensus analyst price target for Aurubis has increased, reflecting a EUR 8 rise over the previous figure. Analysts point to the company's updated revenue outlook and a slightly higher expected discount rate as key factors in their recalibrated valuations.
分析記事 • Nov 03

Does Aurubis (ETR:NDA) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブ更新 • Oct 22

Analysts Raise Aurubis Price Target as Outlook Improves Amid Strategic Growth Initiatives

Aurubis' analyst price target has been raised from €78.29 to €93.29. Analysts cite improved revenue growth forecasts and updated sector outlooks, supporting higher fair value estimates.
ナラティブ更新 • Oct 08

High Operating Costs And Industry Shifts Will Depress Copper Value

The analyst price target for Aurubis has decreased from €81.88 to €78.29. Analysts cite modest downward adjustments to profitability and fair value estimates, despite select upward revisions from recent sector research.
分析記事 • Oct 03

Returns On Capital Are Showing Encouraging Signs At Aurubis (ETR:NDA)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
ナラティブ更新 • Sep 11

High Operating Costs And Industry Shifts Will Depress Copper Value

Analysts have modestly raised Aurubis’s price target to €81.88, citing improved sector sentiment and higher metal price assumptions, but maintain cautious stances due to ongoing uncertainties and limited near-term catalysts. Analyst Commentary Bullish analysts cite improved sector sentiment within European Metals & Mining for raising targets modestly.
分析記事 • Jul 16

Aurubis (ETR:NDA) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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新しいナラティブ • Dec 24

Shrinking TC/RCs And Rising Costs Threaten Profitability Despite Copper Demand

Strategic investments and project ramp-up costs may reduce margins and earnings, impacting return on capital employed.

業績と収益の成長予測

XTRA:NDA - 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
9/30/202825,0354943997855
9/30/202724,6734193577416
9/30/202623,027509-367036
12/31/202519,295605-234491N/A
9/30/202518,226539-81677N/A
6/30/202518,031616-12842N/A
3/31/202518,120695-148722N/A
12/31/202417,50561481917N/A
9/30/202417,183416-310537N/A
6/30/202417,100374-253552N/A
3/31/202416,576159-202558N/A
12/31/202316,910142-272433N/A
9/30/202317,109141-52573N/A
6/30/202317,236190-142357N/A
3/31/202318,075326-149260N/A
12/31/202218,240471-46318N/A
9/30/202218,548715-52295N/A
6/30/202218,423717157491N/A
3/31/202218,068804456741N/A
12/31/202117,2707417301,000N/A
9/30/202116,332613560812N/A
6/30/202115,967583419625N/A
3/31/202113,960572420609N/A
12/31/202013,20436273279N/A
9/30/202012,451265229459N/A
6/30/202012,791258438678N/A
3/31/202012,852102328581N/A
12/31/201912,289260251486N/A
9/30/201911,917193N/A272N/A
6/30/201910,461125N/A62N/A
3/31/201910,366207N/A101N/A
12/31/201810,189149N/A141N/A
9/30/201810,443261N/A203N/A
6/30/201810,353298N/A188N/A
3/31/201810,169282N/A205N/A
12/31/201710,022360N/A275N/A
9/30/20179,888317N/A480N/A
6/30/20179,735308N/A386N/A
3/31/20179,641285N/A440N/A
12/31/20169,549225N/A220N/A
9/30/20169,483122N/A239N/A
6/30/20169,61222N/A62N/A
3/31/201610,20831N/A97N/A
12/31/201510,76683N/A240N/A
9/30/201511,002132N/A365N/A
6/30/201511,417210N/A531N/A

アナリストによる今後の成長予測

収入対貯蓄率: NDAの収益は今後 3 年間で減少すると予測されています (年間-10.1% )。

収益対市場: NDAの収益は今後 3 年間で減少すると予測されています (年間-10.1% )。

高成長収益: NDAの収益は今後 3 年間で減少すると予測されています。

収益対市場: NDAの収益 ( 7% ) German市場 ( 6.5% ) 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: NDAの収益 ( 7% ) 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: NDA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 ( 7.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 14:49
終値2026/05/08 00:00
収益2025/12/31
年間収益2025/09/30

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

Aurubis AG 8 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。20

アナリスト機関
Christian ObstBaader Helvea Equity Research
Charlie ClarkBerenberg
Alan SpenceBNP Paribas