View ValuationVirbac 将来の成長Future 基準チェック /16Virbac利益と収益がそれぞれ年間10.2%と5.2%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12.9% 10%なると予測されています。主要情報10.2%収益成長率10.00%EPS成長率Pharmaceuticals 収益成長23.6%収益成長率5.2%将来の株主資本利益率12.85%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Jan 20Virbac SA Provides Earnings Guidance for the Year 2026Virbac SA provided earnings guidance for the year 2026. 2026 guidance: (incl. Thyronorm acquisition impact): revenue growth expected to be between 5.5% and 7.5% at constant rates and scope.お知らせ • Oct 17Virbac SA Updates Revenue Guidance for the Year 2025Virbac SA updated revenue guidance for the year 2025. For the year, the company expects sales momentum observed in the third quarter, revenue growth at constant exchange rates and scope is now expected to be between 5.5% and 7.5% (against 4 to 6% before).お知らせ • Sep 13Virbac Sa Confirms Earnings Guidance for the Year 2025Virbac SA confirmed earnings guidance for the year 2025. For the year, the company confirms outlook for revenue growth at constant rates and scope of between 4% and 6%. The impact of the Sasaeah acquisition is expected to represent 1 point of additional growth in 2025.お知らせ • Jan 17Virbac SA Provides Revenue Guidance for the Year 2025Virbac SA provided revenue guidance for the year 2025. For the year 2024, the company currently anticipate revenue growth at constant scope and exchange rates between 4% and 6%.お知らせ • Jul 17Virbac SA Revises Earnings Guidance for the Fiscal Year 2024Virbac SA revised earnings guidance for the fiscal year 2024. For the year, The company anticipates revenue growth between 7% and 9%.お知らせ • Jan 18Virbac SA Provides Earnings Guidance for the Year 2024Virbac SA provided earnings guidance for the year 2024. For the year 2024, the company confirm a revenue growth target between 4% and 6% at constant rates and scope, as well as a ratio of "current operating income before amortisation of assets resulting from acquisitions” to “revenue” around 15% at constant exchange rates. As announced in previous communications, this level of profitability takes into account a deliberate further acceleration in R&D investments, representing almost +0.5 points as a percentage of revenue compared with 2023.すべての更新を表示Recent updatesお知らせ • 10hVirbac SA, Annual General Meeting, Jun 29, 2026Virbac SA, Annual General Meeting, Jun 29, 2026. Location: 13e rue lid, carros FranceBoard Change • May 20Less 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. 5 non-independent directors. Independent Director Olivier Charmeil was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 18Virbac Sa Proposes Dividend for the Fiscal Year 2025Virbac SA announced at the next shareholders' meeting, a net dividend per share of €1.45 will be recommended for distribution for the 2025 fiscal year.お知らせ • Jan 20Virbac SA Provides Earnings Guidance for the Year 2026Virbac SA provided earnings guidance for the year 2026. 2026 guidance: (incl. Thyronorm acquisition impact): revenue growth expected to be between 5.5% and 7.5% at constant rates and scope.お知らせ • Dec 17Virbac SA (ENXTPA:VIRP) acquired Thyronorm from Norbrook Laboratories Limited in a transaction valued at €100 million.Virbac SA (ENXTPA:VIRP) acquired Thyronorm from Norbrook Laboratories Limited in a transaction valued at €100 million on December 16, 2025. The transaction is expected to be accretive to Virbac Group sales growth and EBITDA margin from year 1. Virbac will ensure the direct distribution of this treatment under the Thyronorm brand in the United Kingdom, Australia, and New Zealand, and under the Felanorm brand in the United States. In Europe, distribution will continue to be managed by Boehringer Ingelheim and Elanco (in Germany) before being gradually taken over by Virbac. Thyronorm has in-market sales of approximately €27 million. Virbac SA (ENXTPA:VIRP) completed the acquisition of Thyronorm from Norbrook Laboratories Limited on December 16, 2025.お知らせ • Dec 08Virbac SA to Report First Half, 2026 Results on Sep 17, 2026Virbac SA announced that they will report first half, 2026 results on Sep 17, 2026お知らせ • Oct 17Virbac SA Updates Revenue Guidance for the Year 2025Virbac SA updated revenue guidance for the year 2025. For the year, the company expects sales momentum observed in the third quarter, revenue growth at constant exchange rates and scope is now expected to be between 5.5% and 7.5% (against 4 to 6% before).お知らせ • Sep 13Virbac Sa Confirms Earnings Guidance for the Year 2025Virbac SA confirmed earnings guidance for the year 2025. For the year, the company confirms outlook for revenue growth at constant rates and scope of between 4% and 6%. The impact of the Sasaeah acquisition is expected to represent 1 point of additional growth in 2025.お知らせ • Jun 21Virbac SA Appoints Paul Martingell as Chief Executive Officer, Effective September 1, 2025Virbac SA announced the appointment of Paul Martingell as the chief executive officer of the Virbac group, effective September 1, 2025. Paul Martingell, 45, is recognized as a leader who has demonstrated his ability to engage and inspire international teams, manage complexity, and create value for all stakeholders. He holds an MBA with distinction in Mergers and Acquisitions and is a Chartered Accountant in the United Kingdom. He has over 25 years of extensive international experience, particularly in consumer health, consumer goods, and pharmaceuticals. His professional journey is marked by roles of increasing responsibility in Europe, Asia, and Latin America, first at Ernst & Young, then at Reckitt Benckiser and Novartis Consumer Healthcare. For the past eleven years, he has been part of the executive committee that oversaw the merger of Boehringer Ingelheim's and Sanofi's Consumer Healthcare businesses. During this time, he led key regions and served as chief growth officer. For the last three years, he has held the position of senior vice president, region head for Europe and Latin America, a region generating close to 3 billion euros in revenue. He was also part of the leadership team that successfully completed the spin-off of Opella. Paul is a recognized leader for his ability to develop diverse and agile teams, lead growth and learning-oriented cultures. He has proven his ability in building collective visions and leading successful transformations in operational roles, to deliver superior performance.お知らせ • May 13Virbac SA, Annual General Meeting, Jun 19, 2025Virbac SA, Annual General Meeting, Jun 19, 2025. Location: 13e rue lid, carros Franceお知らせ • Mar 14+ 1 more updateVirbac SA Recommends Dividend Distribution for the 2024Virbac SA announced at the next shareholders' meeting, a net dividend per share of €1.45 will be recommended for distribution for the 2024 fiscal year.お知らせ • Jan 17Virbac SA Provides Revenue Guidance for the Year 2025Virbac SA provided revenue guidance for the year 2025. For the year 2024, the company currently anticipate revenue growth at constant scope and exchange rates between 4% and 6%.Board Change • Dec 30Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Olivier Charmeil was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Dec 13+ 1 more updateVirbac SA to Report Q4, 2025 Results on Jan 15, 2026Virbac SA announced that they will report Q4, 2025 results After-Market on Jan 15, 2026お知らせ • Dec 04Virbac SA (ENXTPA:VIRP) acquired Mopsan Veteriner Urunleri A.S.Virbac SA (ENXTPA:VIRP) acquired Mopsan Veteriner Urunleri A.S. on December 2, 2024. Virbac SA (ENXTPA:VIRP) completed the acquisition of Mopsan Veteriner Urunleri A.S. on December 2, 2024.お知らせ • Jul 17Virbac SA Revises Earnings Guidance for the Fiscal Year 2024Virbac SA revised earnings guidance for the fiscal year 2024. For the year, The company anticipates revenue growth between 7% and 9%.お知らせ • Jul 08Virbac Sa Announces Chief Executive Officer ChangesVirbac SA announces the resignation of Sébastien Huron from his position as chief executive officer. He will leave the Virbac Group's executive management by September 30, 2024, to take a break from his professional life.The board of directors has decided to appoint Habib Ramdani, currently chief financial officer and deputy chief executive officer, as interim CEO, to replace Sébastien Huron, while the appointments and compensation committee recruits the next chief executive officer. Backed by the board of directors, Habib will be able to count on the full support of the Group executive committee in executing the roadmap of our Virbac 2030 project. About Habib Ramdani: Habib Ramdani is a graduate of the École Centrale de Paris. He started his career in 1999 as a strategy consultant at the Boston Consulting Group (BCG). He joined the pharmaceutical company Ipsen in 2002 where he quickly became Group Strategic Planning director. He was then appointed Group Controller and oversaw the Group's Management Control department as well as Ipsen's Group Financial Accounting and Consolidation department before taking over the Finance and Strategy department of the North American subsidiaries while based in New Jersey, USA. He joined the Virbac Group in 2016 as chief financial officer and member of the executive board, before being appointed deputy chief executive officer and member of the Group executive committee on December 15, 2020.Upcoming Dividend • Jun 18Upcoming dividend of €1.32 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).Declared Dividend • May 27Dividend of €1.32 announcedDividend of €1.32 is the same as last year. Ex-date: 25th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 19%.Reported Earnings • Apr 28Full year 2023 earnings released: EPS: €14.40 (vs €14.43 in FY 2022)Full year 2023 results: EPS: €14.40 (down from €14.43 in FY 2022). Revenue: €1.25b (up 2.5% from FY 2022). Net income: €121.3m (flat on FY 2022). Profit margin: 9.7% (in line with FY 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Apr 03Virbac SA (ENXTPA:VIRP) acquired Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591).Virbac SA (ENXTPA:VIRP) entered into a definitive agreement to acquire Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) for an enterprise value of approximately €280 million on March 6, 2024. The annual revenues of Sasaea Holdings Co., Ltd. were about €75 million. The transaction is expected to close by the beginning of April 2024. Nomura acted as financial advisor to Virbac in this transaction and Hogan Lovells acted as its legal advisor. Virbac SA (ENXTPA:VIRP) completed the acquisition of Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) on April 1, 2024.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: €14.40 (vs €14.44 in FY 2022)Full year 2023 results: EPS: €14.40 (down from €14.44 in FY 2022). Revenue: €1.25b (up 2.5% from FY 2022). Net income: €121.3m (flat on FY 2022). Profit margin: 9.7% (in line with FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Mar 08Virbac SA (ENXTPA:VIRP) entered into a definitive agreement to acquire Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) for an enterprise value of approximately €280 million.Virbac SA (ENXTPA:VIRP) entered into a definitive agreement to acquire Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) for an enterprise value of approximately €280 million on March 6, 2024. The annual revenues of Sasaea Holdings Co., Ltd. were about €75 million. The transaction is expected to close by the beginning of April 2024. Nomura acted as financial advisor to Virbac in this transaction and Hogan Lovells acted as its legal advisor.お知らせ • Jan 18Virbac SA Provides Earnings Guidance for the Year 2024Virbac SA provided earnings guidance for the year 2024. For the year 2024, the company confirm a revenue growth target between 4% and 6% at constant rates and scope, as well as a ratio of "current operating income before amortisation of assets resulting from acquisitions” to “revenue” around 15% at constant exchange rates. As announced in previous communications, this level of profitability takes into account a deliberate further acceleration in R&D investments, representing almost +0.5 points as a percentage of revenue compared with 2023.Buying Opportunity • Dec 28Now 21% undervaluedOver the last 90 days, the stock is up 43%. The fair value is estimated to be €440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 8.6% per annum over the same time period.お知らせ • Dec 23+ 2 more updatesVirbac SA to Report Fiscal Year 2023 Results on Mar 19, 2024Virbac SA announced that they will report fiscal year 2023 results After-Market on Mar 19, 2024Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €343, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €433 per share.お知らせ • Oct 11Virbac SA (ENXTPA:VIRP) signed an agreement to acquire Globion India Private Limited from Suguna Foods Private Limited and Lohmann Animal Health GmbH.Virbac SA (ENXTPA:VIRP) signed an agreement to acquire Globion India Private Limited from Suguna Foods Private Limited and Lohmann Animal Health GmbH on October 9, 2023. Globion reported annual revenues of €12 million. Veda Corporate Advisors acted as financial advisor to Globion and Suguna.Reported Earnings • Oct 09First half 2023 earnings released: EPS: €8.86 (vs €9.18 in 1H 2022)First half 2023 results: EPS: €8.86 (down from €9.18 in 1H 2022). Revenue: €610.5m (down 1.0% from 1H 2022). Net income: €74.8m (down 3.6% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 29Virbac SA Confirms Revenue Forecasts for the Year 2023Virbac SA confirmed revised revenue forecasts for the year 2023. The company confirms revised forecasts with revenue growth at constant rates and scope expected in a range between 0% and 4%.Buying Opportunity • Aug 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be €355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.Buying Opportunity • Jun 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 8.1% per annum over the same time period.Upcoming Dividend • Jun 19Upcoming dividend of €1.32 per share at 0.5% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.5%).Reported Earnings • Mar 25Full year 2022 earnings released: EPS: €14.44 (vs €13.40 in FY 2021)Full year 2022 results: EPS: €14.44 (up from €13.40 in FY 2021). Revenue: €1.22b (up 14% from FY 2021). Net income: €122.0m (up 7.8% from FY 2021). Profit margin: 10.0% (in line with FY 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.お知らせ • Dec 15Virbac SA to Report First Half, 2023 Results on Sep 14, 2023Virbac SA announced that they will report first half, 2023 results on Sep 14, 2023お知らせ • Dec 14+ 1 more updateVirbac SA to Report Fiscal Year 2022 Results on Mar 23, 2023Virbac SA announced that they will report fiscal year 2022 results at 5:40 PM, Central European Standard Time on Mar 23, 2023Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €248, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 17% over the past three years.お知らせ • Oct 19Virbac SA Provides Revenue Guidance for the Year 2022Virbac SA provided revenue guidance for the year 2022. The company anticipates in 2022 a revenue growth at constant rates and perimeter is now expected to be in a range of between 6% and 9%.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €271, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 28% over the past three years.Reported Earnings • Sep 18First half 2022 earnings released: EPS: €9.18 (vs €8.54 in 1H 2021)First half 2022 results: EPS: €9.18 (up from €8.54 in 1H 2021). Revenue: €616.4m (up 16% from 1H 2021). Net income: €77.5m (up 7.7% from 1H 2021). Profit margin: 13% (down from 14% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% 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 increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 17Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 24 June 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 9.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.8%).Reported Earnings • May 02Full year 2021 earnings released: EPS: €13.40 (vs €16.13 in FY 2020)Full year 2021 results: EPS: €13.40 (down from €16.13 in FY 2020). Revenue: €1.06b (up 14% from FY 2020). Net income: €113.2m (down 17% from FY 2020). Profit margin: 11% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.9%, compared to a 8.1% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 20Virbac SA Provides Revenue Guidance for the Year 2022Virbac SA provided revenue guidance for the year 2022. The company anticipates in 2022 a growth in revenue at constant rates and scope of between 5% and 8%.お知らせ • Sep 14Virbac SA (ENXTPA:VIRP) acquired an additional 15% stake in Centrovet group for $17.7 million.Virbac SA (ENXTPA:VIRP) acquired an additional 15% stake in Centrovet group for $17.7 million on September 13, 2021. Virbac’s stake increased to 66% post completion of the transaction. This transaction will have limited impact on the financial statements of Virbac. Virbac SA (ENXTPA:VIRP) completed the acquisition of an additional 15% stake in Centrovet group on September 13, 2021.お知らせ • Jul 07Virbac SA Raises Revenue Guidance for 2021Virbac SA raised revenue guidance for 2021. For the period, the company anticipate revenue growth at constant rates and scope between 10% and 14% (i.e. between 7% and 11% at constant rates and real perimeter).Upcoming Dividend • Jun 17Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 25 June 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.8%).Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 25% share price gain to €277, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 24x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €322 per share.お知らせ • Apr 16Virbac SA Revises Earnings Guidance for the Year 2021Virbac SA revised earnings guidance for the year 2021. It currently anticipate revenue growth at constant rates and scope of between 6% and 10% (i.e. between 3% and 7% at constant rates and real perimeter), as well as a ratio of current operating profit, before depreciation of assets arising from acquisitions over revenue which should be between 12% and 14% at constant exchange rates.Reported Earnings • Mar 19Full year 2020 earnings released: EPS €16.29 (vs €6.11 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €934.2m (flat on FY 2019). Net income: €137.5m (up 167% from FY 2019). Profit margin: 15% (up from 5.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 18+ 1 more updateVirbac SA Proposes Dividend for the 2020 Financial YearAt the next general meeting of shareholders of Virbac SA, a net dividend of €0.75 per share will be proposed for the 2020 financial year.お知らせ • Mar 03Virbac SA to Report Fiscal Year 2020 Results on Mar 17, 2021Virbac SA announced that they will report fiscal year 2020 results After-Market on Mar 17, 2021Is New 90 Day High Low • Feb 26New 90-day low: €204The company is down 4.0% from its price of €212 on 27 November 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €217 per share.お知らせ • Feb 22Algenex and Virbac Signs International Commercial Licensing Agreement for Crisbio-Based Vaccine in Major Swine IndicationAlgenex SL and Virbac announced that they have entered into an international licensing agreement for the development and commercialization of a CrisBio®-based vaccine in a major swine indication. The vaccine will be developed jointly and manufactured using CrisBio®, Algenex’ proprietary and patent protected Baculovirus vector-mediated expression platform that harnesses the power of insects to act as natural single-use bioreactors. CrisBio® represents a new paradigm in biologics production, offering a quick, linearly scalable solution to meet the global demand for recombinant protein production without significant capex investment. Algenex anticipates receiving European approval of the first veterinary vaccine produced using CrisBio in 2021.Is New 90 Day High Low • Jan 06New 90-day high: €244The company is up 21% from its price of €201 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €231 per share.お知らせ • Dec 15Virbac SA, Annual General Meeting, Jun 21, 2021Virbac SA, Annual General Meeting, Jun 21, 2021.Is New 90 Day High Low • Dec 12New 90-day high: €222The company is up 23% from its price of €181 on 11 September 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €231 per share.Is New 90 Day High Low • Oct 15New 90-day high: €220The company is up 14% from its price of €194 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €200 per share.Reported Earnings • Sep 18First half earnings releasedOver the last 12 months the company has reported total profits of €72.3m, up 110% from the prior year. Total revenue was €952.9m over the last 12 months, up 5.5% from the prior year.業績と収益の成長予測DB:V16 - 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12/31/20281,715210168275612/31/20271,643192122247812/31/20261,55816772211412/31/20251,46515197199N/A9/30/20251,44914293197N/A6/30/20251,43313388195N/A3/31/20251,415139106200N/A12/31/20241,397145124204N/A9/30/20241,36814399171N/A6/30/20241,33914174139N/A3/31/20241,29313166129N/A12/31/20231,24712159119N/A9/30/20231,22912069124N/A6/30/20231,21011978129N/A3/31/20231,21312162114N/A12/31/20221,2161224599N/A9/30/20221,1841203891N/A6/30/20221,1511193184N/A3/31/20221,10711657107N/A12/31/20211,06411383130N/A9/30/20211,02513780122N/A6/30/202198516177113N/A3/31/202196014883116N/A12/31/202093413690119N/A9/30/2020944104106133N/A6/30/202095372123146N/A3/31/202094662116139N/A12/31/201993852109132N/A9/30/201992143N/A119N/A6/30/201990334N/A106N/A3/31/201988627N/A95N/A12/31/201886920N/A84N/A9/30/20188628N/A93N/A6/30/2018854-4N/A103N/A3/31/2018858-3N/A105N/A12/31/2017862-3N/A108N/A9/30/201787116N/A112N/A6/30/201787935N/A117N/A3/31/201787635N/A130N/A12/31/201687235N/A142N/A9/30/201686130N/A119N/A6/30/201685026N/A95N/A3/31/201685118N/A71N/A12/31/20158539N/A46N/A9/30/201584621N/A59N/A6/30/201583932N/A72N/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: V16の予測収益成長率 (年間10.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: V16の収益 ( 10.2% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: V16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: V16の収益 ( 5.2% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: V16の収益 ( 5.2% ) 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: V16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 ( 12.9 %)。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2026/05/25 17:03終値2026/05/25 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Virbac SA 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。12 アナリスト機関Delphine Le LouetBernsteinLaurent GelebartBNP ParibasArnaud CadartCIC Market Solutions (ESN)9 その他のアナリストを表示
お知らせ • Jan 20Virbac SA Provides Earnings Guidance for the Year 2026Virbac SA provided earnings guidance for the year 2026. 2026 guidance: (incl. Thyronorm acquisition impact): revenue growth expected to be between 5.5% and 7.5% at constant rates and scope.
お知らせ • Oct 17Virbac SA Updates Revenue Guidance for the Year 2025Virbac SA updated revenue guidance for the year 2025. For the year, the company expects sales momentum observed in the third quarter, revenue growth at constant exchange rates and scope is now expected to be between 5.5% and 7.5% (against 4 to 6% before).
お知らせ • Sep 13Virbac Sa Confirms Earnings Guidance for the Year 2025Virbac SA confirmed earnings guidance for the year 2025. For the year, the company confirms outlook for revenue growth at constant rates and scope of between 4% and 6%. The impact of the Sasaeah acquisition is expected to represent 1 point of additional growth in 2025.
お知らせ • Jan 17Virbac SA Provides Revenue Guidance for the Year 2025Virbac SA provided revenue guidance for the year 2025. For the year 2024, the company currently anticipate revenue growth at constant scope and exchange rates between 4% and 6%.
お知らせ • Jul 17Virbac SA Revises Earnings Guidance for the Fiscal Year 2024Virbac SA revised earnings guidance for the fiscal year 2024. For the year, The company anticipates revenue growth between 7% and 9%.
お知らせ • Jan 18Virbac SA Provides Earnings Guidance for the Year 2024Virbac SA provided earnings guidance for the year 2024. For the year 2024, the company confirm a revenue growth target between 4% and 6% at constant rates and scope, as well as a ratio of "current operating income before amortisation of assets resulting from acquisitions” to “revenue” around 15% at constant exchange rates. As announced in previous communications, this level of profitability takes into account a deliberate further acceleration in R&D investments, representing almost +0.5 points as a percentage of revenue compared with 2023.
お知らせ • 10hVirbac SA, Annual General Meeting, Jun 29, 2026Virbac SA, Annual General Meeting, Jun 29, 2026. Location: 13e rue lid, carros France
Board Change • May 20Less 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. 5 non-independent directors. Independent Director Olivier Charmeil was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 18Virbac Sa Proposes Dividend for the Fiscal Year 2025Virbac SA announced at the next shareholders' meeting, a net dividend per share of €1.45 will be recommended for distribution for the 2025 fiscal year.
お知らせ • Jan 20Virbac SA Provides Earnings Guidance for the Year 2026Virbac SA provided earnings guidance for the year 2026. 2026 guidance: (incl. Thyronorm acquisition impact): revenue growth expected to be between 5.5% and 7.5% at constant rates and scope.
お知らせ • Dec 17Virbac SA (ENXTPA:VIRP) acquired Thyronorm from Norbrook Laboratories Limited in a transaction valued at €100 million.Virbac SA (ENXTPA:VIRP) acquired Thyronorm from Norbrook Laboratories Limited in a transaction valued at €100 million on December 16, 2025. The transaction is expected to be accretive to Virbac Group sales growth and EBITDA margin from year 1. Virbac will ensure the direct distribution of this treatment under the Thyronorm brand in the United Kingdom, Australia, and New Zealand, and under the Felanorm brand in the United States. In Europe, distribution will continue to be managed by Boehringer Ingelheim and Elanco (in Germany) before being gradually taken over by Virbac. Thyronorm has in-market sales of approximately €27 million. Virbac SA (ENXTPA:VIRP) completed the acquisition of Thyronorm from Norbrook Laboratories Limited on December 16, 2025.
お知らせ • Dec 08Virbac SA to Report First Half, 2026 Results on Sep 17, 2026Virbac SA announced that they will report first half, 2026 results on Sep 17, 2026
お知らせ • Oct 17Virbac SA Updates Revenue Guidance for the Year 2025Virbac SA updated revenue guidance for the year 2025. For the year, the company expects sales momentum observed in the third quarter, revenue growth at constant exchange rates and scope is now expected to be between 5.5% and 7.5% (against 4 to 6% before).
お知らせ • Sep 13Virbac Sa Confirms Earnings Guidance for the Year 2025Virbac SA confirmed earnings guidance for the year 2025. For the year, the company confirms outlook for revenue growth at constant rates and scope of between 4% and 6%. The impact of the Sasaeah acquisition is expected to represent 1 point of additional growth in 2025.
お知らせ • Jun 21Virbac SA Appoints Paul Martingell as Chief Executive Officer, Effective September 1, 2025Virbac SA announced the appointment of Paul Martingell as the chief executive officer of the Virbac group, effective September 1, 2025. Paul Martingell, 45, is recognized as a leader who has demonstrated his ability to engage and inspire international teams, manage complexity, and create value for all stakeholders. He holds an MBA with distinction in Mergers and Acquisitions and is a Chartered Accountant in the United Kingdom. He has over 25 years of extensive international experience, particularly in consumer health, consumer goods, and pharmaceuticals. His professional journey is marked by roles of increasing responsibility in Europe, Asia, and Latin America, first at Ernst & Young, then at Reckitt Benckiser and Novartis Consumer Healthcare. For the past eleven years, he has been part of the executive committee that oversaw the merger of Boehringer Ingelheim's and Sanofi's Consumer Healthcare businesses. During this time, he led key regions and served as chief growth officer. For the last three years, he has held the position of senior vice president, region head for Europe and Latin America, a region generating close to 3 billion euros in revenue. He was also part of the leadership team that successfully completed the spin-off of Opella. Paul is a recognized leader for his ability to develop diverse and agile teams, lead growth and learning-oriented cultures. He has proven his ability in building collective visions and leading successful transformations in operational roles, to deliver superior performance.
お知らせ • May 13Virbac SA, Annual General Meeting, Jun 19, 2025Virbac SA, Annual General Meeting, Jun 19, 2025. Location: 13e rue lid, carros France
お知らせ • Mar 14+ 1 more updateVirbac SA Recommends Dividend Distribution for the 2024Virbac SA announced at the next shareholders' meeting, a net dividend per share of €1.45 will be recommended for distribution for the 2024 fiscal year.
お知らせ • Jan 17Virbac SA Provides Revenue Guidance for the Year 2025Virbac SA provided revenue guidance for the year 2025. For the year 2024, the company currently anticipate revenue growth at constant scope and exchange rates between 4% and 6%.
Board Change • Dec 30Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Olivier Charmeil was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Dec 13+ 1 more updateVirbac SA to Report Q4, 2025 Results on Jan 15, 2026Virbac SA announced that they will report Q4, 2025 results After-Market on Jan 15, 2026
お知らせ • Dec 04Virbac SA (ENXTPA:VIRP) acquired Mopsan Veteriner Urunleri A.S.Virbac SA (ENXTPA:VIRP) acquired Mopsan Veteriner Urunleri A.S. on December 2, 2024. Virbac SA (ENXTPA:VIRP) completed the acquisition of Mopsan Veteriner Urunleri A.S. on December 2, 2024.
お知らせ • Jul 17Virbac SA Revises Earnings Guidance for the Fiscal Year 2024Virbac SA revised earnings guidance for the fiscal year 2024. For the year, The company anticipates revenue growth between 7% and 9%.
お知らせ • Jul 08Virbac Sa Announces Chief Executive Officer ChangesVirbac SA announces the resignation of Sébastien Huron from his position as chief executive officer. He will leave the Virbac Group's executive management by September 30, 2024, to take a break from his professional life.The board of directors has decided to appoint Habib Ramdani, currently chief financial officer and deputy chief executive officer, as interim CEO, to replace Sébastien Huron, while the appointments and compensation committee recruits the next chief executive officer. Backed by the board of directors, Habib will be able to count on the full support of the Group executive committee in executing the roadmap of our Virbac 2030 project. About Habib Ramdani: Habib Ramdani is a graduate of the École Centrale de Paris. He started his career in 1999 as a strategy consultant at the Boston Consulting Group (BCG). He joined the pharmaceutical company Ipsen in 2002 where he quickly became Group Strategic Planning director. He was then appointed Group Controller and oversaw the Group's Management Control department as well as Ipsen's Group Financial Accounting and Consolidation department before taking over the Finance and Strategy department of the North American subsidiaries while based in New Jersey, USA. He joined the Virbac Group in 2016 as chief financial officer and member of the executive board, before being appointed deputy chief executive officer and member of the Group executive committee on December 15, 2020.
Upcoming Dividend • Jun 18Upcoming dividend of €1.32 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).
Declared Dividend • May 27Dividend of €1.32 announcedDividend of €1.32 is the same as last year. Ex-date: 25th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 19%.
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: €14.40 (vs €14.43 in FY 2022)Full year 2023 results: EPS: €14.40 (down from €14.43 in FY 2022). Revenue: €1.25b (up 2.5% from FY 2022). Net income: €121.3m (flat on FY 2022). Profit margin: 9.7% (in line with FY 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Apr 03Virbac SA (ENXTPA:VIRP) acquired Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591).Virbac SA (ENXTPA:VIRP) entered into a definitive agreement to acquire Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) for an enterprise value of approximately €280 million on March 6, 2024. The annual revenues of Sasaea Holdings Co., Ltd. were about €75 million. The transaction is expected to close by the beginning of April 2024. Nomura acted as financial advisor to Virbac in this transaction and Hogan Lovells acted as its legal advisor. Virbac SA (ENXTPA:VIRP) completed the acquisition of Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) on April 1, 2024.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: €14.40 (vs €14.44 in FY 2022)Full year 2023 results: EPS: €14.40 (down from €14.44 in FY 2022). Revenue: €1.25b (up 2.5% from FY 2022). Net income: €121.3m (flat on FY 2022). Profit margin: 9.7% (in line with FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Mar 08Virbac SA (ENXTPA:VIRP) entered into a definitive agreement to acquire Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) for an enterprise value of approximately €280 million.Virbac SA (ENXTPA:VIRP) entered into a definitive agreement to acquire Sasaea Holdings Co., Ltd. from ORIX Corporation (TSE:8591) for an enterprise value of approximately €280 million on March 6, 2024. The annual revenues of Sasaea Holdings Co., Ltd. were about €75 million. The transaction is expected to close by the beginning of April 2024. Nomura acted as financial advisor to Virbac in this transaction and Hogan Lovells acted as its legal advisor.
お知らせ • Jan 18Virbac SA Provides Earnings Guidance for the Year 2024Virbac SA provided earnings guidance for the year 2024. For the year 2024, the company confirm a revenue growth target between 4% and 6% at constant rates and scope, as well as a ratio of "current operating income before amortisation of assets resulting from acquisitions” to “revenue” around 15% at constant exchange rates. As announced in previous communications, this level of profitability takes into account a deliberate further acceleration in R&D investments, representing almost +0.5 points as a percentage of revenue compared with 2023.
Buying Opportunity • Dec 28Now 21% undervaluedOver the last 90 days, the stock is up 43%. The fair value is estimated to be €440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Dec 23+ 2 more updatesVirbac SA to Report Fiscal Year 2023 Results on Mar 19, 2024Virbac SA announced that they will report fiscal year 2023 results After-Market on Mar 19, 2024
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €343, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €433 per share.
お知らせ • Oct 11Virbac SA (ENXTPA:VIRP) signed an agreement to acquire Globion India Private Limited from Suguna Foods Private Limited and Lohmann Animal Health GmbH.Virbac SA (ENXTPA:VIRP) signed an agreement to acquire Globion India Private Limited from Suguna Foods Private Limited and Lohmann Animal Health GmbH on October 9, 2023. Globion reported annual revenues of €12 million. Veda Corporate Advisors acted as financial advisor to Globion and Suguna.
Reported Earnings • Oct 09First half 2023 earnings released: EPS: €8.86 (vs €9.18 in 1H 2022)First half 2023 results: EPS: €8.86 (down from €9.18 in 1H 2022). Revenue: €610.5m (down 1.0% from 1H 2022). Net income: €74.8m (down 3.6% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 29Virbac SA Confirms Revenue Forecasts for the Year 2023Virbac SA confirmed revised revenue forecasts for the year 2023. The company confirms revised forecasts with revenue growth at constant rates and scope expected in a range between 0% and 4%.
Buying Opportunity • Aug 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be €355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.
Buying Opportunity • Jun 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 8.1% per annum over the same time period.
Upcoming Dividend • Jun 19Upcoming dividend of €1.32 per share at 0.5% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.5%).
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: €14.44 (vs €13.40 in FY 2021)Full year 2022 results: EPS: €14.44 (up from €13.40 in FY 2021). Revenue: €1.22b (up 14% from FY 2021). Net income: €122.0m (up 7.8% from FY 2021). Profit margin: 10.0% (in line with FY 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Dec 15Virbac SA to Report First Half, 2023 Results on Sep 14, 2023Virbac SA announced that they will report first half, 2023 results on Sep 14, 2023
お知らせ • Dec 14+ 1 more updateVirbac SA to Report Fiscal Year 2022 Results on Mar 23, 2023Virbac SA announced that they will report fiscal year 2022 results at 5:40 PM, Central European Standard Time on Mar 23, 2023
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €248, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 17% over the past three years.
お知らせ • Oct 19Virbac SA Provides Revenue Guidance for the Year 2022Virbac SA provided revenue guidance for the year 2022. The company anticipates in 2022 a revenue growth at constant rates and perimeter is now expected to be in a range of between 6% and 9%.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €271, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Pharmaceuticals industry in Germany. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Sep 18First half 2022 earnings released: EPS: €9.18 (vs €8.54 in 1H 2021)First half 2022 results: EPS: €9.18 (up from €8.54 in 1H 2021). Revenue: €616.4m (up 16% from 1H 2021). Net income: €77.5m (up 7.7% from 1H 2021). Profit margin: 13% (down from 14% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% 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 increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 17Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 24 June 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 9.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.8%).
Reported Earnings • May 02Full year 2021 earnings released: EPS: €13.40 (vs €16.13 in FY 2020)Full year 2021 results: EPS: €13.40 (down from €16.13 in FY 2020). Revenue: €1.06b (up 14% from FY 2020). Net income: €113.2m (down 17% from FY 2020). Profit margin: 11% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.9%, compared to a 8.1% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 20Virbac SA Provides Revenue Guidance for the Year 2022Virbac SA provided revenue guidance for the year 2022. The company anticipates in 2022 a growth in revenue at constant rates and scope of between 5% and 8%.
お知らせ • Sep 14Virbac SA (ENXTPA:VIRP) acquired an additional 15% stake in Centrovet group for $17.7 million.Virbac SA (ENXTPA:VIRP) acquired an additional 15% stake in Centrovet group for $17.7 million on September 13, 2021. Virbac’s stake increased to 66% post completion of the transaction. This transaction will have limited impact on the financial statements of Virbac. Virbac SA (ENXTPA:VIRP) completed the acquisition of an additional 15% stake in Centrovet group on September 13, 2021.
お知らせ • Jul 07Virbac SA Raises Revenue Guidance for 2021Virbac SA raised revenue guidance for 2021. For the period, the company anticipate revenue growth at constant rates and scope between 10% and 14% (i.e. between 7% and 11% at constant rates and real perimeter).
Upcoming Dividend • Jun 17Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 25 June 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 25% share price gain to €277, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 24x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €322 per share.
お知らせ • Apr 16Virbac SA Revises Earnings Guidance for the Year 2021Virbac SA revised earnings guidance for the year 2021. It currently anticipate revenue growth at constant rates and scope of between 6% and 10% (i.e. between 3% and 7% at constant rates and real perimeter), as well as a ratio of current operating profit, before depreciation of assets arising from acquisitions over revenue which should be between 12% and 14% at constant exchange rates.
Reported Earnings • Mar 19Full year 2020 earnings released: EPS €16.29 (vs €6.11 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €934.2m (flat on FY 2019). Net income: €137.5m (up 167% from FY 2019). Profit margin: 15% (up from 5.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 18+ 1 more updateVirbac SA Proposes Dividend for the 2020 Financial YearAt the next general meeting of shareholders of Virbac SA, a net dividend of €0.75 per share will be proposed for the 2020 financial year.
お知らせ • Mar 03Virbac SA to Report Fiscal Year 2020 Results on Mar 17, 2021Virbac SA announced that they will report fiscal year 2020 results After-Market on Mar 17, 2021
Is New 90 Day High Low • Feb 26New 90-day low: €204The company is down 4.0% from its price of €212 on 27 November 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €217 per share.
お知らせ • Feb 22Algenex and Virbac Signs International Commercial Licensing Agreement for Crisbio-Based Vaccine in Major Swine IndicationAlgenex SL and Virbac announced that they have entered into an international licensing agreement for the development and commercialization of a CrisBio®-based vaccine in a major swine indication. The vaccine will be developed jointly and manufactured using CrisBio®, Algenex’ proprietary and patent protected Baculovirus vector-mediated expression platform that harnesses the power of insects to act as natural single-use bioreactors. CrisBio® represents a new paradigm in biologics production, offering a quick, linearly scalable solution to meet the global demand for recombinant protein production without significant capex investment. Algenex anticipates receiving European approval of the first veterinary vaccine produced using CrisBio in 2021.
Is New 90 Day High Low • Jan 06New 90-day high: €244The company is up 21% from its price of €201 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €231 per share.
お知らせ • Dec 15Virbac SA, Annual General Meeting, Jun 21, 2021Virbac SA, Annual General Meeting, Jun 21, 2021.
Is New 90 Day High Low • Dec 12New 90-day high: €222The company is up 23% from its price of €181 on 11 September 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €231 per share.
Is New 90 Day High Low • Oct 15New 90-day high: €220The company is up 14% from its price of €194 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €200 per share.
Reported Earnings • Sep 18First half earnings releasedOver the last 12 months the company has reported total profits of €72.3m, up 110% from the prior year. Total revenue was €952.9m over the last 12 months, up 5.5% from the prior year.