View ValuationNovozymes 将来の成長Future 基準チェック /26Novozymes利益と収益がそれぞれ年間14.2%と6.8%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8.7% 14.1%なると予測されています。主要情報14.2%収益成長率14.08%EPS成長率Chemicals 収益成長11.8%収益成長率6.8%将来の株主資本利益率8.69%アナリストカバレッジGood最終更新日18 Aug 2026今後の成長に関する最新情報お知らせ • Nov 06Novozymes A/S Revises Earnings Guidance for the Year 2025Novozymes A/S revised earnings guidance for the year 2025. For the year, the company expects organic sales growth is now expected between 7-8% (previously 6-8%) including an indication of mid-single-digit growth in fourth quarter following favorable timing in third quarter. Excluding the exit from certain countries, organic sales growth for the year is expected at 8-9% (previously 7-9%).すべての更新を表示Recent updatesお知らせ • Aug 14Novonesis Launches Optiva Triticum to Help Pasta Manufacturers Navigate Wheat Volatility Without Compromising QualityNovonesis announced the launch of Optiva Triticum, a new biosolution that helps pasta manufacturers increase flexibility in wheat sourcing while maintaining the texture, firmness and eating experience consumers expect. Optiva Triticum enables greater use of soft wheat flour in pasta applications while supporting consistent quality across varying flour qualities and protein levels. Designed specifically for pasta production, Optiva Triticum strengthens and connects proteins within the pasta matrix, creating a more robust protein network. This improves the structural integrity of pasta made with different wheat flours, helping manufacturers achieve greater formulation flexibility without compromising product performance. In pilot-scale evaluations, pasta produced with Optiva Triticum delivered firmness improvements of up to 25% in spaghetti and up to 11% in short-cut pasta compared with control samples. The solution also reduced cooking water turbidity by approximately 25%, indicating lower starch release during cooking and contributing to an improved cooking experience. Consumer research conducted by Novonesis found that firmness and stickiness are among the most important factors consumers used to evaluate pasta quality. These qualities are usually staples of durum wheat, but Optiva Triticum allows producers to use a wider range of wheat flours while maintaining product quality. By enabling greater flexibility in flour sourcing and formulation, the solution can help manufacturers make more effective use of available raw materials while continuing to deliver a consistent consumer experience. Optiva Triticum helps future-proof pasta production and support the delivery of quality everyday foods, no matter the wheat.お知らせ • Aug 12Novozymes A/S (CPSE:NSIS B) signed a letter of intent to acquire remaining 77% stake in Microbiogen Pty Ltd.Novozymes A/S (CPSE:NSIS B) signed a letter of intent to acquire remaining 77% stake in Microbiogen Pty Ltd. on August 10, 2026. Prior to the acquisition, Novozymes A/S owns 23% stake in Microbiogen Pty Ltd. Upon completion, Novozymes A/S will own 100% stake in Microbiogen Pty Ltd. As part of the agreement, Novonesis will continue to support MicroBioGen's existing partners and ensure continuity in its collaborations. The transaction is subject to customary regulatory approvals, including by the ACCC (Australia's national competition, consumer, fair trading and product safety regulator). Robbie McLaren, Lydia Torne, Ludmilla Le Grand, Simon Pritchard, Aoife McCabe, Karl Mah, Sarah Gadd, Christian McDermott, Clare Nida and Thomas Lane of Latham & Watkins LLP acted as legal advisor for Novozymes A/S.Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.43 (vs €0.40 in 1Q 2025)First quarter 2026 results: EPS: €0.43 (up from €0.40 in 1Q 2025). Revenue: €1.12b (up 3.9% from 1Q 2025). Net income: €199.1m (up 7.0% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany.お知らせ • Mar 24Novonesis A/S Approves Dividend on A and B ShareNovozymes A/S announced at the AGM held on March 23, 2026, approved distribution of profit with payment of an ordinary dividend of DKK 4.25 (corresponding to approximately EUR 0.57) per A and B share.Upcoming Dividend • Mar 17Upcoming dividend of kr.4.25 per shareEligible shareholders must have bought the stock before 24 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).Reported Earnings • Mar 03Full year 2025 earnings released: EPS: €1.25 (vs €1.10 in FY 2024)Full year 2025 results: EPS: €1.25 (up from €1.10 in FY 2024). Revenue: €4.16b (up 8.5% from FY 2024). Net income: €583.6m (up 91% from FY 2024). Profit margin: 14% (up from 8.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany.Declared Dividend • Feb 28Dividend of kr.4.25 announcedShareholders will receive a dividend of kr.4.25. Ex-date: 24th March 2026 Payment date: 26th March 2026 Dividend yield will be 9.1%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27Novozymes A/S, Annual General Meeting, Mar 23, 2026Novozymes A/S, Annual General Meeting, Mar 23, 2026, at 16:00 Romance Standard Time. Location: gammel venlighedsvej 14, dk-2970 hoersholm, Denmarkお知らせ • Feb 25+ 3 more updatesNovozymes A/S Proposes Dividend for Full Year 2025Novozymes A/S proposed dividend of DKK 4.25 per share. DKK 2.25 per share interim dividend paid August 27, 2025. 2025 pay-out ratio of 58.4% of adj. net profit.Buy Or Sell Opportunity • Jan 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €55.22. The fair value is estimated to be €45.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 3.2%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.29 (vs €0.33 in 3Q 2024)Third quarter 2025 results: EPS: €0.29 (down from €0.33 in 3Q 2024). Revenue: €1.06b (up 4.4% from 3Q 2024). Net income: €138.0m (down 11% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany.お知らせ • Nov 06Novozymes A/S Revises Earnings Guidance for the Year 2025Novozymes A/S revised earnings guidance for the year 2025. For the year, the company expects organic sales growth is now expected between 7-8% (previously 6-8%) including an indication of mid-single-digit growth in fourth quarter following favorable timing in third quarter. Excluding the exit from certain countries, organic sales growth for the year is expected at 8-9% (previously 7-9%).Board Change • Sep 11High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Employee Representative Director Lars Koppler was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測XTRA:NZM2 - 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12/31/20285,1209779821,5131412/31/20274,7728568191,3881512/31/20264,4417337491,269153/31/20264,1995977741,282N/A12/31/20254,1585847511,222N/A9/30/20254,1425477451,123N/A6/30/20254,098565569918N/A3/31/20254,058459586950N/A12/31/20243,8343066601,020N/A9/30/20243,471314634941N/A6/30/20243,047283599891N/A3/31/20242,636334422692N/A12/31/20232,402406281557N/A9/30/20232,390430169485N/A6/30/20232,38246083436N/A3/31/20232,39048783476N/A12/31/20222,360494150539N/A9/30/20222,268460206554N/A6/30/20222,186418262539N/A3/31/20222,090416337530N/A12/31/20212,009423379546N/A9/30/20211,958427461593N/A6/30/20211,914409432564N/A3/31/20211,883389443577N/A12/31/20201,883380459585N/A9/30/20201,920415442521N/A6/30/20201,955405465536N/A3/31/20201,968439407482N/A12/31/20191,924422N/A428N/A9/30/20191,923411N/A460N/A6/30/20191,917434N/A505N/A3/31/20191,922417N/A477N/A12/31/20181,927432N/A493N/A9/30/20181,924427N/A515N/A6/30/20181,915429N/A490N/A3/31/20181,920423N/A501N/A12/31/20171,952419N/A546N/A9/30/20171,958421N/A533N/A6/30/20171,934412N/A522N/A3/31/20171,919414N/A547N/A12/31/20161,902410N/A517N/A9/30/20161,864394N/A488N/A6/30/20161,883394N/A437N/A3/31/20161,883384N/A450N/A12/31/20151,876378N/A447N/A9/30/20151,840366N/A395N/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: NZM2の予測収益成長率 (年間14.2% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: NZM2の収益 ( 14.2% ) German市場 ( 15.3% ) よりも低い成長が予測されています。高成長収益: NZM2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: NZM2の収益 ( 6.8% ) German市場 ( 6.7% ) 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: NZM2の収益 ( 6.8% ) 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: NZM2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 ( 8.7 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/08/18 10:15終値2026/08/18 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Novozymes A/S 15 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。28 アナリスト機関Cezara LozneanuBarclaysAlexander SloaneBarclaysSebastian SatzBarclays25 その他のアナリストを表示
お知らせ • Nov 06Novozymes A/S Revises Earnings Guidance for the Year 2025Novozymes A/S revised earnings guidance for the year 2025. For the year, the company expects organic sales growth is now expected between 7-8% (previously 6-8%) including an indication of mid-single-digit growth in fourth quarter following favorable timing in third quarter. Excluding the exit from certain countries, organic sales growth for the year is expected at 8-9% (previously 7-9%).
お知らせ • Aug 14Novonesis Launches Optiva Triticum to Help Pasta Manufacturers Navigate Wheat Volatility Without Compromising QualityNovonesis announced the launch of Optiva Triticum, a new biosolution that helps pasta manufacturers increase flexibility in wheat sourcing while maintaining the texture, firmness and eating experience consumers expect. Optiva Triticum enables greater use of soft wheat flour in pasta applications while supporting consistent quality across varying flour qualities and protein levels. Designed specifically for pasta production, Optiva Triticum strengthens and connects proteins within the pasta matrix, creating a more robust protein network. This improves the structural integrity of pasta made with different wheat flours, helping manufacturers achieve greater formulation flexibility without compromising product performance. In pilot-scale evaluations, pasta produced with Optiva Triticum delivered firmness improvements of up to 25% in spaghetti and up to 11% in short-cut pasta compared with control samples. The solution also reduced cooking water turbidity by approximately 25%, indicating lower starch release during cooking and contributing to an improved cooking experience. Consumer research conducted by Novonesis found that firmness and stickiness are among the most important factors consumers used to evaluate pasta quality. These qualities are usually staples of durum wheat, but Optiva Triticum allows producers to use a wider range of wheat flours while maintaining product quality. By enabling greater flexibility in flour sourcing and formulation, the solution can help manufacturers make more effective use of available raw materials while continuing to deliver a consistent consumer experience. Optiva Triticum helps future-proof pasta production and support the delivery of quality everyday foods, no matter the wheat.
お知らせ • Aug 12Novozymes A/S (CPSE:NSIS B) signed a letter of intent to acquire remaining 77% stake in Microbiogen Pty Ltd.Novozymes A/S (CPSE:NSIS B) signed a letter of intent to acquire remaining 77% stake in Microbiogen Pty Ltd. on August 10, 2026. Prior to the acquisition, Novozymes A/S owns 23% stake in Microbiogen Pty Ltd. Upon completion, Novozymes A/S will own 100% stake in Microbiogen Pty Ltd. As part of the agreement, Novonesis will continue to support MicroBioGen's existing partners and ensure continuity in its collaborations. The transaction is subject to customary regulatory approvals, including by the ACCC (Australia's national competition, consumer, fair trading and product safety regulator). Robbie McLaren, Lydia Torne, Ludmilla Le Grand, Simon Pritchard, Aoife McCabe, Karl Mah, Sarah Gadd, Christian McDermott, Clare Nida and Thomas Lane of Latham & Watkins LLP acted as legal advisor for Novozymes A/S.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.43 (vs €0.40 in 1Q 2025)First quarter 2026 results: EPS: €0.43 (up from €0.40 in 1Q 2025). Revenue: €1.12b (up 3.9% from 1Q 2025). Net income: €199.1m (up 7.0% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany.
お知らせ • Mar 24Novonesis A/S Approves Dividend on A and B ShareNovozymes A/S announced at the AGM held on March 23, 2026, approved distribution of profit with payment of an ordinary dividend of DKK 4.25 (corresponding to approximately EUR 0.57) per A and B share.
Upcoming Dividend • Mar 17Upcoming dividend of kr.4.25 per shareEligible shareholders must have bought the stock before 24 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: €1.25 (vs €1.10 in FY 2024)Full year 2025 results: EPS: €1.25 (up from €1.10 in FY 2024). Revenue: €4.16b (up 8.5% from FY 2024). Net income: €583.6m (up 91% from FY 2024). Profit margin: 14% (up from 8.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany.
Declared Dividend • Feb 28Dividend of kr.4.25 announcedShareholders will receive a dividend of kr.4.25. Ex-date: 24th March 2026 Payment date: 26th March 2026 Dividend yield will be 9.1%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27Novozymes A/S, Annual General Meeting, Mar 23, 2026Novozymes A/S, Annual General Meeting, Mar 23, 2026, at 16:00 Romance Standard Time. Location: gammel venlighedsvej 14, dk-2970 hoersholm, Denmark
お知らせ • Feb 25+ 3 more updatesNovozymes A/S Proposes Dividend for Full Year 2025Novozymes A/S proposed dividend of DKK 4.25 per share. DKK 2.25 per share interim dividend paid August 27, 2025. 2025 pay-out ratio of 58.4% of adj. net profit.
Buy Or Sell Opportunity • Jan 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €55.22. The fair value is estimated to be €45.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 3.2%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.29 (vs €0.33 in 3Q 2024)Third quarter 2025 results: EPS: €0.29 (down from €0.33 in 3Q 2024). Revenue: €1.06b (up 4.4% from 3Q 2024). Net income: €138.0m (down 11% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany.
お知らせ • Nov 06Novozymes A/S Revises Earnings Guidance for the Year 2025Novozymes A/S revised earnings guidance for the year 2025. For the year, the company expects organic sales growth is now expected between 7-8% (previously 6-8%) including an indication of mid-single-digit growth in fourth quarter following favorable timing in third quarter. Excluding the exit from certain countries, organic sales growth for the year is expected at 8-9% (previously 7-9%).
Board Change • Sep 11High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Employee Representative Director Lars Koppler was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.