View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsESI Group 過去の業績過去 基準チェック /26ESI Groupは、平均年間3.4%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間10.4% 0.2%収益成長率で 減少しています。 ESI Groupの自己資本利益率は7.5%であり、純利益率は5.3%です。主要情報3.41%収益成長率3.21%EPS成長率Software 業界の成長14.88%収益成長率-0.15%株主資本利益率7.48%ネット・マージン5.32%前回の決算情報30 Jun 2023最近の業績更新Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €2.69 (vs €3.24 loss in FY 2021)Full year 2022 results: EPS: €2.69 (up from €3.24 loss in FY 2021). Revenue: €133.9m (down 2.0% from FY 2021). Net income: €15.4m (up €33.9m from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 02+ 2 more updatesESI Group SA to Report Fiscal Year 2023 Results on Feb 28, 2023ESI Group SA announced that they will report fiscal year 2023 results After-Market on Feb 28, 2023Reported Earnings • Sep 13First half 2022 earnings released: EPS: €4.87 (vs €0 in 1H 2021)First half 2022 results: EPS: €4.87 (up from €0 in 1H 2021). Revenue: €84.3m (up 3.0% from 1H 2021). Net income: €13.9m (up 26% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 4 years, compared to a 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Reported Earnings • Apr 14Full year 2021 earnings released: €3.24 loss per share (vs €0.25 profit in FY 2020)Full year 2021 results: €3.24 loss per share (down from €0.25 profit in FY 2020). Revenue: €136.6m (up 3.0% from FY 2020). Net loss: €18.5m (down €19.9m from profit in FY 2020). Over the next year, revenue is forecast to grow 6.6%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Reported Earnings • Apr 17Full year 2020 earnings released: EPS €0.25 (vs €4.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €132.6m (up 19% from FY 2019). Net income: €1.41m (up €24.3m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Dec 01+ 2 more updatesESI Group SA to Report First Half, 2022 Results on Sep 07, 2021ESI Group SA announced that they will report first half, 2022 results on Sep 07, 2021すべての更新を表示Recent updatesお知らせ • Jan 30ESI Group SA Ordinary Shares to Be Deleted from OTC EquityESI Group SA Ordinary Shares (France) will be deleted from OTC Equity effective January 30, 2024, due to Acquisition /Merger /Amalgamation.お知らせ • Nov 08+ 1 more updateESI Group SA Announces Change of CEOESI Group SA announced that Cristel de Rouvray, CEO of ESI Group, has tendered her resignation, effective 6 November 2023. Under her leadership, ESI Group achieved remarkable levels of growth and success. Cristel de Rouvray played an essential role in the transformation and development of the company, and she leaves her position with an outstanding track record. Her vision, dedication, and leadership have been the pillars of the company's success. The Board unanimously appointed Olfa Zorgati as the new CEO.お知らせ • Nov 05Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders.Keysight Technologies, Inc. (NYSE:KEYS) made a binding offer to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders for approximately €480 million on June 28, 2023. As of September 22, 2023, Keysight Technologies, Inc. (NYSE:KEYS) signed a definitive agreement to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders. The offer per share is €155. Keysight will finance the transaction from a combination of cash and cash equivalents on its balance sheet. For the purposes of the Offer, the board of directors of ESI Group established an ad hoc committee, comprising Alex Davern, Cristel de Rouvray, Yves de Balmann and Patrice Soudan. Transaction is subject to the signing of definitive agreements, and regulatory approvals. As of September 22, 2023, the transaction is expected to be completed in the fourth quarter of 2023, subject to obtaining the necessary regulatory approvals. This would be followed by the filing of the tender offer. J.P. Morgan Securities LLC acted as a financial advisor, Paul Hastings LLP acted as a legal advisor to Keysight. McDermott Will & Emery LLP acted as a legal advisor, Rothschild & Co SCA (ENXTPA:ROTH), and Evercore Group L.L.C. acted as financial advisors to ESI Group. King & Spalding International LLP is acting as a legal advisor to Amy-Sheldon Loriot de Rouvray, Cristel Loriot de Rouvray, John Alexandre Loriot de Rouvray, and Amy Louise Loriot de Rouvray.Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders on November 3, 2023. As a part of closing, Keysight Technologies also confirms its intention to proceed with the filing of a mandatory tender offer (« offre publique d’achat ») for all remaining outstanding shares of ESI Group, at a price of 155 euros per share (the offer) in the coming days. J.P. Morgan SE and BNP Paribas are acting as presenting banks on the Offer, with BNP Paribas acting as guaranteeing bank.お知らせ • Jun 29ESI Group to Be Delisted from Euronext Paris, Upon Completion of OfferKeysight Technologies Inc. (Keysight) and ESI Group SA announced that Keysight has made a binding offer to certain shareholders of ESI Group to acquire a controlling block of ESI Group’s share capital, representing in aggregate 50.6% of the share capital and 55.8% of the theoretical voting rights of ESI Group, at a price per share of €155 in cash, and in return for entering into exclusivity. Under Keysight’s binding offer, the block acquisition, once completed, would be followed by the filing by Keysight of a proposed mandatory tender offer for the remaining shares of ESI Group outstanding at the time and, if the legal conditions are met at the end of the offer, a squeeze-out procedure and the delisting of ESI Group from Euronext Paris.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €101, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 26x in the Software industry in Germany. Total returns to shareholders of 247% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.22 per share.お知らせ • May 19ESI Group Confirms Sale TalksESI Group SA (ENXTPA:ESI) on May 18, 2023 confirmed it is holding initial discussions with certain third parties regarding a possible acquisition of the company. The talks followed the receipt of indicative non-binding proposals. Further details were not provided. The company’s statement comes after a Bloomberg report saying that ESI has tapped advisers to consider a sale amid takeover interest from suitors including larger rival Dassault Systèmes SE (ENXTPA:DSY), as well as from private equity firms TA Associates Management, L.P. and Francisco Partners Management, L.P. Shares in ESI soared on the news, trading 20.58% higher at EUR 116 as of 15:38 CET in Paris on May 18, 2023. Its market capitalization tops EUR 703.4 million (USD 758.5 million).Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €2.69 (vs €3.24 loss in FY 2021)Full year 2022 results: EPS: €2.69 (up from €3.24 loss in FY 2021). Revenue: €133.9m (down 2.0% from FY 2021). Net income: €15.4m (up €33.9m from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 02+ 2 more updatesESI Group SA to Report Fiscal Year 2023 Results on Feb 28, 2023ESI Group SA announced that they will report fiscal year 2023 results After-Market on Feb 28, 2023お知らせ • Sep 28An unknown buyer acquired Scilab Enterprises S.A.S. and Inendi Products.An unknown buyer acquired Scilab Enterprises S.A.S. and Inendi Products in 2021. An unknown buyer completed the acquisition of Scilab Enterprises S.A.S. and Inendi Products in 2021.Reported Earnings • Sep 13First half 2022 earnings released: EPS: €4.87 (vs €0 in 1H 2021)First half 2022 results: EPS: €4.87 (up from €0 in 1H 2021). Revenue: €84.3m (up 3.0% from 1H 2021). Net income: €13.9m (up 26% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 4 years, compared to a 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • May 04ESI Group Sa Announces the Open-Source Release of Its Inspector SoftwareESI Group SA announces the open-source release of its Inspector software; an opening for the scientific community, industrial collaboration, and innovation. Inspector is a visual and interactive data exploration software that can analyze a large volume of data to extract useful information that can be applied in the following contexts: predictive maintenance, cybersecurity, control, and analysis of machine learning algorithms. By making Inspector software available to as many people as possible, ESI Group continues its commitment to the industrial and academic ecosystems, offering them the possibility of working on a reliable and customizable solution to meet the technical challenges and specific needs of the community. ENSAM will lead the development and expansion of Inspector, as part of the continuum of sponsorship and co-creation activities already in progress between ESI Group and ENSAM. This collaboration has been reinforced with their mutual involvement in the DesCartes program led by the CNRS in Singapore, the CREATE-ID international research chair, and through the ESI - ENSAM virtual engineering laboratory. This open-source approach has many advantages. First, it allows the community to use the software in an optimal and fast way, thus, enabling the scientific community to benefit from new functionalities adapted to the requirements of each user, as well as from security improvements. Secondly, through its approach, ESI Group wishes to offer an opportunity to benefit from a software whose reliability has been proven over the years by its customers in various industries, including Automotive and Aeronautics.Reported Earnings • Apr 14Full year 2021 earnings released: €3.24 loss per share (vs €0.25 profit in FY 2020)Full year 2021 results: €3.24 loss per share (down from €0.25 profit in FY 2020). Revenue: €136.6m (up 3.0% from FY 2020). Net loss: €18.5m (down €19.9m from profit in FY 2020). Over the next year, revenue is forecast to grow 6.6%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Apr 07ESI Group Appoints Florence Barré as Chief of Staff and Member of the Leadership TeamESI Group appoints Florence Barré as Chief of Staff to Cristel de Rouvray, the Group's Chief Executive Officer, effective March 29th, 2022. Florence joins ESI’s leadership team and will report directly to Cristel de Rouvray. In this role, Florence will coordinate cross-functional initiatives, support strategic analysis, lead communication and change, and special projects alongside Cristel de Rouvray. Florence Barré, 34 years old, joined ESI Group in February 2018 as Corporate & Financial Communication Manager before being promoted last year, Change and Communications Director for the Group in which she played an important role in supporting the elaboration of ESI’s 3-year strategic plan, notably.お知らせ • Mar 03ESI Group Provides Revenue Guidance for the Year 2022, 2023 and 2024ESI Group provided revenue guidance for the year 2022, 2023 and 2024. For the year 2022, the company expects revenue (excluding special projects) to be between 4% to 6% at constant exchange rate.For the year 2023, the company expects revenue (excluding special projects) to be between 6% to 8% at constant exchange rate.For the year 2024, the company expects revenue (excluding special projects) to be between 7% to 9% at constant exchange rate.お知らせ • May 06An unknown buyer acquired 10.7% stake in ESI Group SA (ENXTPA:ESI) from INTEGRA for €2 million.An unknown buyer acquired 10.7% stake in ESI Group SA (ENXTPA:ESI) from INTEGRA for € 2 million on May 4, 2021. An unknown buyer completed the acquisition of 10.7% stake in ESI Group SA (ENXTPA:ESI) from INTEGRA on May 4, 2021.お知らせ • Apr 30ESI Group SA Provides Earnings Guidance for the First Half of 2021ESI Group SA provided earnings guidance for the first half of 2021. For the period the Group expects revenue to be in the range of €80.5 million to €82.5 million.Reported Earnings • Apr 17Full year 2020 earnings released: EPS €0.25 (vs €4.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €132.6m (up 19% from FY 2019). Net income: €1.41m (up €24.3m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Mar 17ESI Group SA Provides Revenue Guidance for the Quarter Ending March 31, 2021ESI Group SA provided revenue guidance for the quarter ending March 31, 2021. For the quarter, the company expected revenue to be in the range of €52m to €55m.お知らせ • Feb 18ESI Group Appoints Mike Salari to Corporate Chief Operating Officer - Revenue GenerationESI Group announced the appointment of Mike Salari as Corporate Chief Operating Officer (C-COO) Revenue Generation. Mike will continue to report to the Group CEO, Cristel de Rouvray. Revenue Generation is a newly formed family of functions with focus on customer-centric business execution to ensure accountability and commitment on the Group’s performance. Mike will be leading this activity generating a sustainable growth plan with current and future clients across globe. Mike Salari joined ESI Group in 2008 when ESI acquired Mindware, an engineering services company he founded and operated from Detroit, USA and Pune, India. After contributing to its successful integration at ESI, including the creation of a now thriving business unit in India, Mike went on to hold a variety of roles, spanning integration of new business, business development, general management and coordinating global processes. Mike Salari started his career in virtual engineering in the early 1990s. Since then, he has been working closely with OEMs and their suppliers in various industries to develop and implement simulation based innovative solutions to improve product design and development. He was one of the partners and VP of Operations at ICEM CFD Engineering, when the company was acquired by ANSYS in 2000.Is New 90 Day High Low • Feb 16New 90-day high: €48.70The company is up 18% from its price of €41.30 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software 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 €52.44 per share.お知らせ • Feb 09ESI Group Announces Management ChangesESI Group announced as part of the evolution of its governance, effective February 8th, 2021, the appointment of Alex Davern as Director and Chairman of the Board of Directors, changes to the organization of the Board and the planned retirement of Vincent Chaillou, Corporate COO. Chairman of the Board: As of February 8th, 2021, Alex Davern is appointed Director and chairman of the ESI Group board of directors. Alex Davern was appointed independent observer by ESI Board of Directors in October 2020, and was previously CEO of National Instruments Inc. Alex Davern served National Instruments for 26 years in successive leadership positions including as Chief Operating Officer and Chief Executive Officer. Anticipating the end of his mandate at the June 2021 shareholders meeting, Charles-Helen des Isnards has stepped down from ESI's Board of Directors effective February 8th, 2021 and is nominated Board Observer. The Board announces the retirement of Vincent Chaillou, effective on December 31st, 2021. On February 8th, 2021, ESI Group's Board of Directors, recorded the planned end of Vincent Chaillou mandate as Corporate COO (DGD) as of June 22nd, 2021, date of the planned Shareholders meeting. From June 23rd, 2021, Vincent Chaillou will remain Strategic Director and Regional Manager for EMEA & Far East and member of the Group Executive Committee till December 31st, 2021.お知らせ • Jan 15ESI Group to Collaborate on R&D French Project for Sustainable Automotive Aluminum SolutionsESI Group announced that it is to develop lightweight, recyclable and cost-efficient aluminum solutions for the automotive market along with Constellium, Groupe Renault, Institut de Soudure (Welding Institute) and the University of Lorraine within the ISA3 project. Project ISA3 focuses on the design and development of aluminum automotive doors that would be 15% lighter than current average aluminum solutions, more efficient to produce, and recyclable at all stages of its life cycle. This €7 million project is to further lightweight vehicles by accelerating automakers’ transition from steel to aluminum. Scheduled to run through 2023, it will focus on alloys and solutions that enable closed loop recycling.Is New 90 Day High Low • Dec 16New 90-day high: €42.40The company is up 12% from its price of €37.70 on 17 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.63 per share.お知らせ • Dec 04ESI Group Contributes to Nissan’s Breakthrough in Carbon Fiber Parts Production for Safer and Lighter VehiclesESI Group supports Nissan Motor Co in its production process that speeds up the development of car parts made from carbon fiber reinforced plastics (CFRP). Light yet extremely strong, this material will be used to make safer and more fuel-efficient cars. Safety, comfort and autonomy are key outcomes for consumers. To face this situation, automakers continuously innovate in different fields such as lightweight to help them achieve their expected results. For this purpose, the use of new materials can be key. Commonly used in other industries such as Aerospace and with promising capabilities, Carbon Fiber Reinforced Plastics (CFRP) were too time-consuming and too expensive to industrialize for the Automotive sector.“We have always considered CFRP as a material for future generations of cars. But when it comes to reality, CFRP can be used only for limited models and appears to be more challenging for mass market production. Indeed, costs are high, and complex designs are required to shape CFRP. The challenge was to industrialize its production process in order to reduce costs and development time.” explains Hideyuki Sakamoto, EVP of Nissan Motor Co. ESI Group has been supporting Nissan’s CFRP challenge since 2015 in the evolution of its industrial product design and manufacturing methodologies for various vehicle models. The partnership was strengthened in 2018 with the CFRP mass production project. To overcome the difficulty in shaping CFRP parts, Nissan’s engineers, helped by ESI’s solution, found a new approach: the process of Compression Resin Transfer Molding (C-RTM). The existing method involves forming carbon fiber into the right shape and setting it in a die with a slight gap between the upper die and the carbon fibers. Resin is then injected into the fiber and left to harden. Nissan’s engineers developed techniques to accurately simulate the permeability of the resin in carbon fiber, while visualizing resin flow behavior in a die using an in-die temperature sensor and a transparent die. The result of the successful simulation was a high-quality component with shorter development time. Using Virtual Prototype of the product, Nissan succeeded: a high-quality component with a development time reduced by 50% and reduced by 80% of single molding.お知らせ • Dec 01+ 2 more updatesESI Group SA to Report First Half, 2022 Results on Sep 07, 2021ESI Group SA announced that they will report first half, 2022 results on Sep 07, 2021Is New 90 Day High Low • Nov 11New 90-day high: €40.00The company is up 7.0% from its price of €37.50 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.58 per share.収支内訳ESI Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BST:EGJ 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Jun 231357593731 Mar 2313511583731 Dec 2213415583630 Sep 221350593430 Jun 22137-16603231 Mar 22135-17603231 Dec 21133-19613130 Sep 21132-8613130 Jun 211324603131 Mar 211322623131 Dec 201331643131 Dec 19111-23663331 Jul 191414633330 Apr 191404633231 Jan 191393633231 Oct 181372623131 Jul 181350623130 Apr 181351613031 Jan 181352602931 Oct 171374612831 Jul 171385612730 Apr 171396612731 Jan 171418612731 Oct 161366592631 Jul 161325582630 Apr 161295572431 Jan 161255562331 Oct 151216542131 Jul 151177522030 Apr 151146512031 Jan 151115502031 Oct 141093502031 Jul 141081491930 Apr 141082501831 Jan 141092501731 Oct 131092511631 Jul 131092521630 Apr 131094511631 Jan 1310955016質の高い収益: EGJには€13.5M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が30th June, 2023に影響を及ぼしています。利益率の向上: EGJ過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: EGJの収益は過去 5 年間で年間3.4%増加しました。成長の加速: EGJは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: EGJ昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 19.3% ) と比較することは困難です。株主資本利益率高いROE: EGJの 自己資本利益率 ( 7.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2024/01/10 01:37終値2024/01/10 00:00収益2023/06/30年間収益2022/12/31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ESI Group SA 2 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。3 アナリスト機関Gal MundaBerenbergAlexandre PlaudCIC Market Solutions (ESN)Gregory RamirezStifel, formerly Bryan Garnier
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €2.69 (vs €3.24 loss in FY 2021)Full year 2022 results: EPS: €2.69 (up from €3.24 loss in FY 2021). Revenue: €133.9m (down 2.0% from FY 2021). Net income: €15.4m (up €33.9m from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 02+ 2 more updatesESI Group SA to Report Fiscal Year 2023 Results on Feb 28, 2023ESI Group SA announced that they will report fiscal year 2023 results After-Market on Feb 28, 2023
Reported Earnings • Sep 13First half 2022 earnings released: EPS: €4.87 (vs €0 in 1H 2021)First half 2022 results: EPS: €4.87 (up from €0 in 1H 2021). Revenue: €84.3m (up 3.0% from 1H 2021). Net income: €13.9m (up 26% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 4 years, compared to a 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 14Full year 2021 earnings released: €3.24 loss per share (vs €0.25 profit in FY 2020)Full year 2021 results: €3.24 loss per share (down from €0.25 profit in FY 2020). Revenue: €136.6m (up 3.0% from FY 2020). Net loss: €18.5m (down €19.9m from profit in FY 2020). Over the next year, revenue is forecast to grow 6.6%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS €0.25 (vs €4.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €132.6m (up 19% from FY 2019). Net income: €1.41m (up €24.3m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 01+ 2 more updatesESI Group SA to Report First Half, 2022 Results on Sep 07, 2021ESI Group SA announced that they will report first half, 2022 results on Sep 07, 2021
お知らせ • Jan 30ESI Group SA Ordinary Shares to Be Deleted from OTC EquityESI Group SA Ordinary Shares (France) will be deleted from OTC Equity effective January 30, 2024, due to Acquisition /Merger /Amalgamation.
お知らせ • Nov 08+ 1 more updateESI Group SA Announces Change of CEOESI Group SA announced that Cristel de Rouvray, CEO of ESI Group, has tendered her resignation, effective 6 November 2023. Under her leadership, ESI Group achieved remarkable levels of growth and success. Cristel de Rouvray played an essential role in the transformation and development of the company, and she leaves her position with an outstanding track record. Her vision, dedication, and leadership have been the pillars of the company's success. The Board unanimously appointed Olfa Zorgati as the new CEO.
お知らせ • Nov 05Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders.Keysight Technologies, Inc. (NYSE:KEYS) made a binding offer to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders for approximately €480 million on June 28, 2023. As of September 22, 2023, Keysight Technologies, Inc. (NYSE:KEYS) signed a definitive agreement to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders. The offer per share is €155. Keysight will finance the transaction from a combination of cash and cash equivalents on its balance sheet. For the purposes of the Offer, the board of directors of ESI Group established an ad hoc committee, comprising Alex Davern, Cristel de Rouvray, Yves de Balmann and Patrice Soudan. Transaction is subject to the signing of definitive agreements, and regulatory approvals. As of September 22, 2023, the transaction is expected to be completed in the fourth quarter of 2023, subject to obtaining the necessary regulatory approvals. This would be followed by the filing of the tender offer. J.P. Morgan Securities LLC acted as a financial advisor, Paul Hastings LLP acted as a legal advisor to Keysight. McDermott Will & Emery LLP acted as a legal advisor, Rothschild & Co SCA (ENXTPA:ROTH), and Evercore Group L.L.C. acted as financial advisors to ESI Group. King & Spalding International LLP is acting as a legal advisor to Amy-Sheldon Loriot de Rouvray, Cristel Loriot de Rouvray, John Alexandre Loriot de Rouvray, and Amy Louise Loriot de Rouvray.Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders on November 3, 2023. As a part of closing, Keysight Technologies also confirms its intention to proceed with the filing of a mandatory tender offer (« offre publique d’achat ») for all remaining outstanding shares of ESI Group, at a price of 155 euros per share (the offer) in the coming days. J.P. Morgan SE and BNP Paribas are acting as presenting banks on the Offer, with BNP Paribas acting as guaranteeing bank.
お知らせ • Jun 29ESI Group to Be Delisted from Euronext Paris, Upon Completion of OfferKeysight Technologies Inc. (Keysight) and ESI Group SA announced that Keysight has made a binding offer to certain shareholders of ESI Group to acquire a controlling block of ESI Group’s share capital, representing in aggregate 50.6% of the share capital and 55.8% of the theoretical voting rights of ESI Group, at a price per share of €155 in cash, and in return for entering into exclusivity. Under Keysight’s binding offer, the block acquisition, once completed, would be followed by the filing by Keysight of a proposed mandatory tender offer for the remaining shares of ESI Group outstanding at the time and, if the legal conditions are met at the end of the offer, a squeeze-out procedure and the delisting of ESI Group from Euronext Paris.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €101, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 26x in the Software industry in Germany. Total returns to shareholders of 247% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.22 per share.
お知らせ • May 19ESI Group Confirms Sale TalksESI Group SA (ENXTPA:ESI) on May 18, 2023 confirmed it is holding initial discussions with certain third parties regarding a possible acquisition of the company. The talks followed the receipt of indicative non-binding proposals. Further details were not provided. The company’s statement comes after a Bloomberg report saying that ESI has tapped advisers to consider a sale amid takeover interest from suitors including larger rival Dassault Systèmes SE (ENXTPA:DSY), as well as from private equity firms TA Associates Management, L.P. and Francisco Partners Management, L.P. Shares in ESI soared on the news, trading 20.58% higher at EUR 116 as of 15:38 CET in Paris on May 18, 2023. Its market capitalization tops EUR 703.4 million (USD 758.5 million).
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €2.69 (vs €3.24 loss in FY 2021)Full year 2022 results: EPS: €2.69 (up from €3.24 loss in FY 2021). Revenue: €133.9m (down 2.0% from FY 2021). Net income: €15.4m (up €33.9m from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 02+ 2 more updatesESI Group SA to Report Fiscal Year 2023 Results on Feb 28, 2023ESI Group SA announced that they will report fiscal year 2023 results After-Market on Feb 28, 2023
お知らせ • Sep 28An unknown buyer acquired Scilab Enterprises S.A.S. and Inendi Products.An unknown buyer acquired Scilab Enterprises S.A.S. and Inendi Products in 2021. An unknown buyer completed the acquisition of Scilab Enterprises S.A.S. and Inendi Products in 2021.
Reported Earnings • Sep 13First half 2022 earnings released: EPS: €4.87 (vs €0 in 1H 2021)First half 2022 results: EPS: €4.87 (up from €0 in 1H 2021). Revenue: €84.3m (up 3.0% from 1H 2021). Net income: €13.9m (up 26% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 4 years, compared to a 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • May 04ESI Group Sa Announces the Open-Source Release of Its Inspector SoftwareESI Group SA announces the open-source release of its Inspector software; an opening for the scientific community, industrial collaboration, and innovation. Inspector is a visual and interactive data exploration software that can analyze a large volume of data to extract useful information that can be applied in the following contexts: predictive maintenance, cybersecurity, control, and analysis of machine learning algorithms. By making Inspector software available to as many people as possible, ESI Group continues its commitment to the industrial and academic ecosystems, offering them the possibility of working on a reliable and customizable solution to meet the technical challenges and specific needs of the community. ENSAM will lead the development and expansion of Inspector, as part of the continuum of sponsorship and co-creation activities already in progress between ESI Group and ENSAM. This collaboration has been reinforced with their mutual involvement in the DesCartes program led by the CNRS in Singapore, the CREATE-ID international research chair, and through the ESI - ENSAM virtual engineering laboratory. This open-source approach has many advantages. First, it allows the community to use the software in an optimal and fast way, thus, enabling the scientific community to benefit from new functionalities adapted to the requirements of each user, as well as from security improvements. Secondly, through its approach, ESI Group wishes to offer an opportunity to benefit from a software whose reliability has been proven over the years by its customers in various industries, including Automotive and Aeronautics.
Reported Earnings • Apr 14Full year 2021 earnings released: €3.24 loss per share (vs €0.25 profit in FY 2020)Full year 2021 results: €3.24 loss per share (down from €0.25 profit in FY 2020). Revenue: €136.6m (up 3.0% from FY 2020). Net loss: €18.5m (down €19.9m from profit in FY 2020). Over the next year, revenue is forecast to grow 6.6%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Apr 07ESI Group Appoints Florence Barré as Chief of Staff and Member of the Leadership TeamESI Group appoints Florence Barré as Chief of Staff to Cristel de Rouvray, the Group's Chief Executive Officer, effective March 29th, 2022. Florence joins ESI’s leadership team and will report directly to Cristel de Rouvray. In this role, Florence will coordinate cross-functional initiatives, support strategic analysis, lead communication and change, and special projects alongside Cristel de Rouvray. Florence Barré, 34 years old, joined ESI Group in February 2018 as Corporate & Financial Communication Manager before being promoted last year, Change and Communications Director for the Group in which she played an important role in supporting the elaboration of ESI’s 3-year strategic plan, notably.
お知らせ • Mar 03ESI Group Provides Revenue Guidance for the Year 2022, 2023 and 2024ESI Group provided revenue guidance for the year 2022, 2023 and 2024. For the year 2022, the company expects revenue (excluding special projects) to be between 4% to 6% at constant exchange rate.For the year 2023, the company expects revenue (excluding special projects) to be between 6% to 8% at constant exchange rate.For the year 2024, the company expects revenue (excluding special projects) to be between 7% to 9% at constant exchange rate.
お知らせ • May 06An unknown buyer acquired 10.7% stake in ESI Group SA (ENXTPA:ESI) from INTEGRA for €2 million.An unknown buyer acquired 10.7% stake in ESI Group SA (ENXTPA:ESI) from INTEGRA for € 2 million on May 4, 2021. An unknown buyer completed the acquisition of 10.7% stake in ESI Group SA (ENXTPA:ESI) from INTEGRA on May 4, 2021.
お知らせ • Apr 30ESI Group SA Provides Earnings Guidance for the First Half of 2021ESI Group SA provided earnings guidance for the first half of 2021. For the period the Group expects revenue to be in the range of €80.5 million to €82.5 million.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS €0.25 (vs €4.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €132.6m (up 19% from FY 2019). Net income: €1.41m (up €24.3m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 17ESI Group SA Provides Revenue Guidance for the Quarter Ending March 31, 2021ESI Group SA provided revenue guidance for the quarter ending March 31, 2021. For the quarter, the company expected revenue to be in the range of €52m to €55m.
お知らせ • Feb 18ESI Group Appoints Mike Salari to Corporate Chief Operating Officer - Revenue GenerationESI Group announced the appointment of Mike Salari as Corporate Chief Operating Officer (C-COO) Revenue Generation. Mike will continue to report to the Group CEO, Cristel de Rouvray. Revenue Generation is a newly formed family of functions with focus on customer-centric business execution to ensure accountability and commitment on the Group’s performance. Mike will be leading this activity generating a sustainable growth plan with current and future clients across globe. Mike Salari joined ESI Group in 2008 when ESI acquired Mindware, an engineering services company he founded and operated from Detroit, USA and Pune, India. After contributing to its successful integration at ESI, including the creation of a now thriving business unit in India, Mike went on to hold a variety of roles, spanning integration of new business, business development, general management and coordinating global processes. Mike Salari started his career in virtual engineering in the early 1990s. Since then, he has been working closely with OEMs and their suppliers in various industries to develop and implement simulation based innovative solutions to improve product design and development. He was one of the partners and VP of Operations at ICEM CFD Engineering, when the company was acquired by ANSYS in 2000.
Is New 90 Day High Low • Feb 16New 90-day high: €48.70The company is up 18% from its price of €41.30 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software 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 €52.44 per share.
お知らせ • Feb 09ESI Group Announces Management ChangesESI Group announced as part of the evolution of its governance, effective February 8th, 2021, the appointment of Alex Davern as Director and Chairman of the Board of Directors, changes to the organization of the Board and the planned retirement of Vincent Chaillou, Corporate COO. Chairman of the Board: As of February 8th, 2021, Alex Davern is appointed Director and chairman of the ESI Group board of directors. Alex Davern was appointed independent observer by ESI Board of Directors in October 2020, and was previously CEO of National Instruments Inc. Alex Davern served National Instruments for 26 years in successive leadership positions including as Chief Operating Officer and Chief Executive Officer. Anticipating the end of his mandate at the June 2021 shareholders meeting, Charles-Helen des Isnards has stepped down from ESI's Board of Directors effective February 8th, 2021 and is nominated Board Observer. The Board announces the retirement of Vincent Chaillou, effective on December 31st, 2021. On February 8th, 2021, ESI Group's Board of Directors, recorded the planned end of Vincent Chaillou mandate as Corporate COO (DGD) as of June 22nd, 2021, date of the planned Shareholders meeting. From June 23rd, 2021, Vincent Chaillou will remain Strategic Director and Regional Manager for EMEA & Far East and member of the Group Executive Committee till December 31st, 2021.
お知らせ • Jan 15ESI Group to Collaborate on R&D French Project for Sustainable Automotive Aluminum SolutionsESI Group announced that it is to develop lightweight, recyclable and cost-efficient aluminum solutions for the automotive market along with Constellium, Groupe Renault, Institut de Soudure (Welding Institute) and the University of Lorraine within the ISA3 project. Project ISA3 focuses on the design and development of aluminum automotive doors that would be 15% lighter than current average aluminum solutions, more efficient to produce, and recyclable at all stages of its life cycle. This €7 million project is to further lightweight vehicles by accelerating automakers’ transition from steel to aluminum. Scheduled to run through 2023, it will focus on alloys and solutions that enable closed loop recycling.
Is New 90 Day High Low • Dec 16New 90-day high: €42.40The company is up 12% from its price of €37.70 on 17 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.63 per share.
お知らせ • Dec 04ESI Group Contributes to Nissan’s Breakthrough in Carbon Fiber Parts Production for Safer and Lighter VehiclesESI Group supports Nissan Motor Co in its production process that speeds up the development of car parts made from carbon fiber reinforced plastics (CFRP). Light yet extremely strong, this material will be used to make safer and more fuel-efficient cars. Safety, comfort and autonomy are key outcomes for consumers. To face this situation, automakers continuously innovate in different fields such as lightweight to help them achieve their expected results. For this purpose, the use of new materials can be key. Commonly used in other industries such as Aerospace and with promising capabilities, Carbon Fiber Reinforced Plastics (CFRP) were too time-consuming and too expensive to industrialize for the Automotive sector.“We have always considered CFRP as a material for future generations of cars. But when it comes to reality, CFRP can be used only for limited models and appears to be more challenging for mass market production. Indeed, costs are high, and complex designs are required to shape CFRP. The challenge was to industrialize its production process in order to reduce costs and development time.” explains Hideyuki Sakamoto, EVP of Nissan Motor Co. ESI Group has been supporting Nissan’s CFRP challenge since 2015 in the evolution of its industrial product design and manufacturing methodologies for various vehicle models. The partnership was strengthened in 2018 with the CFRP mass production project. To overcome the difficulty in shaping CFRP parts, Nissan’s engineers, helped by ESI’s solution, found a new approach: the process of Compression Resin Transfer Molding (C-RTM). The existing method involves forming carbon fiber into the right shape and setting it in a die with a slight gap between the upper die and the carbon fibers. Resin is then injected into the fiber and left to harden. Nissan’s engineers developed techniques to accurately simulate the permeability of the resin in carbon fiber, while visualizing resin flow behavior in a die using an in-die temperature sensor and a transparent die. The result of the successful simulation was a high-quality component with shorter development time. Using Virtual Prototype of the product, Nissan succeeded: a high-quality component with a development time reduced by 50% and reduced by 80% of single molding.
お知らせ • Dec 01+ 2 more updatesESI Group SA to Report First Half, 2022 Results on Sep 07, 2021ESI Group SA announced that they will report first half, 2022 results on Sep 07, 2021
Is New 90 Day High Low • Nov 11New 90-day high: €40.00The company is up 7.0% from its price of €37.50 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.58 per share.