View ValuationBoiron 将来の成長Future 基準チェック /06現在、 Boironの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Pharmaceuticals 収益成長22.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • May 22New major risk - Revenue and earnings growthEarnings have declined by 5.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.7% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • May 20Dividend increased to €1.35Dividend of €1.35 is 13% higher than last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (79% 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 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 10 non-independent directors. FIDENTIS Permanent Representative Independent Director Philippe Brun was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Boiron SA, Annual General Meeting, May 21, 2026Boiron SA, Annual General Meeting, May 21, 2026. Location: messimy Franceお知らせ • Apr 07Boiron SA announces Annual dividend, payable on June 05, 2026Boiron SA announced Annual dividend of EUR 1.3500 per share payable on June 05, 2026, ex-date on June 03, 2026 and record date on June 04, 2026.お知らせ • Apr 17Boiron SA announces Annual dividend, payable on June 05, 2025Boiron SA announced Annual dividend of EUR 1.2000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.お知らせ • Apr 15Boiron SA, Annual General Meeting, May 22, 2025Boiron SA, Annual General Meeting, May 22, 2025. Location: 2 avenue de l ouest lyonnais, messimy FranceBoard Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Director Jean-Marc Chalot was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Sep 28New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Dividend yield: 4.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.9% net profit margin).Upcoming Dividend • May 27Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%).Declared Dividend • Apr 17First half dividend of €1.35 announcedShareholders will receive a dividend of €1.35. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 35%, which is higher than the industry average of 2.4%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 1.3% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Mar 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (107% cash payout ratio).Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €43.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 39% over the past three years.Upcoming Dividend • Oct 11Upcoming dividend of €10.36 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.6%).Reported Earnings • Sep 17First half 2023 earnings released: EPS: €0.89 (vs €0.72 in 1H 2022)First half 2023 results: EPS: €0.89 (up from €0.72 in 1H 2022). Revenue: €239.9m (down 6.6% from 1H 2022). Net income: €15.5m (up 24% from 1H 2022). Profit margin: 6.4% (up from 4.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.6% average weekly change).Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €48.55, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €95.26 per share.Upcoming Dividend • May 24Upcoming dividend of €1.10 per share at 2.8% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.5%).Reported Earnings • Mar 25Full year 2022 earnings releasedFull year 2022 results: Revenue: €534.2m (up 17% from FY 2021). Net income: €44.7m (up 56% from FY 2021). Profit margin: 8.4% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany.Reported Earnings • Sep 17First half 2022 earnings released: EPS: €0.72 (vs €0.54 loss in 1H 2021)First half 2022 results: EPS: €0.72 (up from €0.54 loss in 1H 2021). Revenue: €256.8m (up 35% from 1H 2021). Net income: €12.5m (up €22.0m from 1H 2021). Profit margin: 4.9% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • May 25Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.6%).Reported Earnings • Mar 14Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €455.2m (down 11% from FY 2020). Net income: €28.6m (up 9.0% from FY 2020). Profit margin: 6.3% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.9%, compared to a 8.1% growth forecast for the pharmaceuticals industry in Germany.お知らせ • Jan 22Boiron SA (ENXTPA:BOI) signed an agreement to acquire 70% stake in Abbi.Boiron SA (ENXTPA:BOI) signed an agreement to acquire 70% stake in Abbi on January 20, 2022. The consideration consists of €1.8 million and may consists an additional payment, depending on the performance of Abbi. On June 30, 2025, Boiron will acquire remaining 30% stake in Abbi. The transaction is financed from own funds of Boiron. The transaction is subject to precedent conditions and is expected to close no later than February 28, 2022.Reported Earnings • Sep 12First half 2021 earnings released: €0.54 loss per share (vs €0.056 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: €189.9m (down 25% from 1H 2020). Net loss: €9.51m (loss widened €8.54m from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 26Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.9%).Reported Earnings • Apr 11Full year 2020 earnings released: EPS €1.50 (vs €2.32 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €513.6m (down 7.8% from FY 2019). Net income: €26.2m (down 36% from FY 2019). Profit margin: 5.1% (down from 7.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 06New 90-day low: €33.60The company is down 9.0% from its price of €37.10 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.91 per share.お知らせ • Mar 03Boiron SA to Report Fiscal Year 2020 Results on Mar 10, 2021Boiron SA announced that they will report fiscal year 2020 results on Mar 10, 2021お知らせ • Jan 28French Agency for the Safety of Medicines and Health Products Selects Emmac Life Sciences Group in Partnership with Boiron as the Suppliers for the Forthcoming French Medical Cannabis TrialEMMAC Life Sciences Group announced that in partnership with Boiron, it has been selected by the French Agency for the Safety of Medicines and Health Products as one of the suppliers for the forthcoming French Medical Cannabis trial. The trial, the first of its kind in France, will allow 3,000 patients access to medical cannabis as a treatment option for certain indications; including chronic pain, epilepsy, oncology and spasticity; under tightly controlled conditions. ANSM has selected EMMAC's 20/1 and 10/10 oral solutions as second-source treatments to be available to patients and healthcare professionals as part of the two year trial. The partnership combines Boiron's unparalled expertise in plant-based medicine, with EMMAC's uniquely controlled European supply chain, from seed to patient, in order to deliver pharmaceutical-grade cannabis medicines that meet the strict requirements of product quality, safety and traceability.Is New 90 Day High Low • Jan 19New 90-day low: €35.90The company is down 14% from its price of €41.90 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.34 per share.Is New 90 Day High Low • Oct 02New 90-day high: €41.30The company is up 8.0% from its price of €38.25 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.28 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Boiron は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:BON - 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12/31/2025501333053N/A9/30/2025503263453N/A6/30/2025505193753N/A3/31/2025496153046N/A12/31/2024488112440N/A9/30/2024485182441N/A6/30/2024482242543N/A3/31/2024487302644N/A12/31/2023493362745N/A9/30/2023505422340N/A6/30/2023517481834N/A3/31/2023526462946N/A12/31/2022534454059N/A9/30/2022528484464N/A6/30/2022522514869N/A3/31/2022489403151N/A12/31/2021455291333N/A9/30/2021453231334N/A6/30/2021450181434N/A3/31/2021482223151N/A12/31/2020514264868N/A9/30/2020534335276N/A6/30/2020554405784N/A3/31/2020556403567N/A12/31/2019557411351N/A9/30/201956938N/A59N/A6/30/201958035N/A68N/A3/31/201959246N/A76N/A12/31/201860457N/A84N/A9/30/201860966N/A92N/A6/30/201861375N/A99N/A3/31/201861577N/A102N/A12/31/201761878N/A105N/A9/30/201761677N/A104N/A6/30/201761576N/A103N/A3/31/201761577N/A106N/A12/31/201661478N/A110N/A9/30/201661678N/A103N/A6/30/201661779N/A95N/A3/31/201661276N/A99N/A12/31/201560874N/A103N/A9/30/201561683N/A114N/A6/30/201562491N/A125N/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: BONの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BONの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BONの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BONの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BONの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: BONの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 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2026/05/31 23:08終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Boiron SA 0 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。4 アナリスト機関Guillaume CuvillierGilbert DupontStephanie LefebvreGilbert DupontChristophe-Raphael GanetODDO BHF Corporate & Markets1 その他のアナリストを表示
New Risk • May 22New major risk - Revenue and earnings growthEarnings have declined by 5.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.7% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • May 20Dividend increased to €1.35Dividend of €1.35 is 13% higher than last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (79% 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 13% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 10 non-independent directors. FIDENTIS Permanent Representative Independent Director Philippe Brun was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Boiron SA, Annual General Meeting, May 21, 2026Boiron SA, Annual General Meeting, May 21, 2026. Location: messimy France
お知らせ • Apr 07Boiron SA announces Annual dividend, payable on June 05, 2026Boiron SA announced Annual dividend of EUR 1.3500 per share payable on June 05, 2026, ex-date on June 03, 2026 and record date on June 04, 2026.
お知らせ • Apr 17Boiron SA announces Annual dividend, payable on June 05, 2025Boiron SA announced Annual dividend of EUR 1.2000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.
お知らせ • Apr 15Boiron SA, Annual General Meeting, May 22, 2025Boiron SA, Annual General Meeting, May 22, 2025. Location: 2 avenue de l ouest lyonnais, messimy France
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Director Jean-Marc Chalot was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Sep 28New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Dividend yield: 4.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.9% net profit margin).
Upcoming Dividend • May 27Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%).
Declared Dividend • Apr 17First half dividend of €1.35 announcedShareholders will receive a dividend of €1.35. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 35%, which is higher than the industry average of 2.4%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 1.3% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.
New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Mar 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (107% cash payout ratio).
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €43.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 39% over the past three years.
Upcoming Dividend • Oct 11Upcoming dividend of €10.36 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.6%).
Reported Earnings • Sep 17First half 2023 earnings released: EPS: €0.89 (vs €0.72 in 1H 2022)First half 2023 results: EPS: €0.89 (up from €0.72 in 1H 2022). Revenue: €239.9m (down 6.6% from 1H 2022). Net income: €15.5m (up 24% from 1H 2022). Profit margin: 6.4% (up from 4.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.6% average weekly change).
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €48.55, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €95.26 per share.
Upcoming Dividend • May 24Upcoming dividend of €1.10 per share at 2.8% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.5%).
Reported Earnings • Mar 25Full year 2022 earnings releasedFull year 2022 results: Revenue: €534.2m (up 17% from FY 2021). Net income: €44.7m (up 56% from FY 2021). Profit margin: 8.4% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany.
Reported Earnings • Sep 17First half 2022 earnings released: EPS: €0.72 (vs €0.54 loss in 1H 2021)First half 2022 results: EPS: €0.72 (up from €0.54 loss in 1H 2021). Revenue: €256.8m (up 35% from 1H 2021). Net income: €12.5m (up €22.0m from 1H 2021). Profit margin: 4.9% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 25Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.6%).
Reported Earnings • Mar 14Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €455.2m (down 11% from FY 2020). Net income: €28.6m (up 9.0% from FY 2020). Profit margin: 6.3% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.9%, compared to a 8.1% growth forecast for the pharmaceuticals industry in Germany.
お知らせ • Jan 22Boiron SA (ENXTPA:BOI) signed an agreement to acquire 70% stake in Abbi.Boiron SA (ENXTPA:BOI) signed an agreement to acquire 70% stake in Abbi on January 20, 2022. The consideration consists of €1.8 million and may consists an additional payment, depending on the performance of Abbi. On June 30, 2025, Boiron will acquire remaining 30% stake in Abbi. The transaction is financed from own funds of Boiron. The transaction is subject to precedent conditions and is expected to close no later than February 28, 2022.
Reported Earnings • Sep 12First half 2021 earnings released: €0.54 loss per share (vs €0.056 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: €189.9m (down 25% from 1H 2020). Net loss: €9.51m (loss widened €8.54m from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 26Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.9%).
Reported Earnings • Apr 11Full year 2020 earnings released: EPS €1.50 (vs €2.32 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €513.6m (down 7.8% from FY 2019). Net income: €26.2m (down 36% from FY 2019). Profit margin: 5.1% (down from 7.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 06New 90-day low: €33.60The company is down 9.0% from its price of €37.10 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.91 per share.
お知らせ • Mar 03Boiron SA to Report Fiscal Year 2020 Results on Mar 10, 2021Boiron SA announced that they will report fiscal year 2020 results on Mar 10, 2021
お知らせ • Jan 28French Agency for the Safety of Medicines and Health Products Selects Emmac Life Sciences Group in Partnership with Boiron as the Suppliers for the Forthcoming French Medical Cannabis TrialEMMAC Life Sciences Group announced that in partnership with Boiron, it has been selected by the French Agency for the Safety of Medicines and Health Products as one of the suppliers for the forthcoming French Medical Cannabis trial. The trial, the first of its kind in France, will allow 3,000 patients access to medical cannabis as a treatment option for certain indications; including chronic pain, epilepsy, oncology and spasticity; under tightly controlled conditions. ANSM has selected EMMAC's 20/1 and 10/10 oral solutions as second-source treatments to be available to patients and healthcare professionals as part of the two year trial. The partnership combines Boiron's unparalled expertise in plant-based medicine, with EMMAC's uniquely controlled European supply chain, from seed to patient, in order to deliver pharmaceutical-grade cannabis medicines that meet the strict requirements of product quality, safety and traceability.
Is New 90 Day High Low • Jan 19New 90-day low: €35.90The company is down 14% from its price of €41.90 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.34 per share.
Is New 90 Day High Low • Oct 02New 90-day high: €41.30The company is up 8.0% from its price of €38.25 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.28 per share.