View Future GrowthAsseco South Eastern Europe 過去の業績過去 基準チェック /56Asseco South Eastern Europeは、平均年間6.1%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間6% 9.4%収益成長率で 成長しています。 Asseco South Eastern Europeの自己資本利益率は15.4%であり、純利益率は11.6%です。主要情報6.08%収益成長率6.08%EPS成長率IT 業界の成長13.97%収益成長率9.37%株主資本利益率15.35%ネット・マージン11.62%次回の業績アップデート26 Oct 2026最近の業績更新Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: zł0.89 (vs zł0.81 in 2Q 2025)Second quarter 2026 results: EPS: zł0.89 (up from zł0.81 in 2Q 2025). Revenue: zł436.1m (up 2.3% from 2Q 2025). Net income: zł46.4m (up 10% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €16.22. The fair value is estimated to be €20.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 3.1%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: zł0.89 (vs zł0.81 in 2Q 2025)Second quarter 2026 results: EPS: zł0.89 (up from zł0.81 in 2Q 2025). Revenue: zł436.1m (up 2.3% from 2Q 2025). Net income: zł46.4m (up 10% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.38, the stock trades at a trailing P/E ratio of 18x. Average forward P/E is 16x in the IT industry in Germany. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.38 per share.Upcoming Dividend • Jun 16Upcoming dividend of zł1.95 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).Declared Dividend • May 20Dividend of zł1.95 announcedShareholders will receive a dividend of zł1.95. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 14%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026お知らせ • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.3%).Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany.お知らせ • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany.Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €11.75. The fair value is estimated to be €9.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%.お知らせ • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.お知らせ • Jan 12+ 5 more updatesAsseco South Eastern Europe S.A. to Report ,2024 Results on Aug 02, 2024Asseco South Eastern Europe S.A. announced that they will report , 2024 results on Aug 02, 2024お知らせ • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany.お知らせ • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 15% growth forecast for the IT industry in Germany.お知らせ • Jun 29Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022. Cristian Popescu and Cristina Marcu of Dentons assisted Asseco and coordinated all legal aspects of the acquisition, from the extended due diligence to the drafting and negotiation of the transaction documents. Asseco South Eastern Europe S.A. (WSE:ASE completed the acquisition of unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022.お知らせ • Jun 22ASSECO SEE Announces Dividend for the Year of 2021, Payable on July 12, 2022ASSECO SEE - Listed IT firm Asseco SEE, a unit of Asseco Poland, will pay out a dividend of PLN 1.28 per share, or a total of PLN 66.4 million, from 2021 profits of PLN 100.4 million, the company said in a market filing with a GM resolution. Rights will be set on June 29, 2022 and the payment made on July 12, 2022.Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time.Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €11.10, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 28x in the IT industry in Germany.お知らせ • Dec 07Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution.Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution on December 6, 2021. The transaction was approved by Bosnia's competition authority. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of an unknown majority stake in BS Telecom Solution on December 6, 2021.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020).お知らせ • Sep 25Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi.Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi on September 23, 2021. As part of acquisition Asseco acquired eVision which is 100% owned by IT Sistemi. Current leaders Damir Popovic and Zvonimir Mavretic still remain in the management of the companies. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of IT Sistemi on September 23, 2021.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020).Reported Earnings • May 01First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue.収支内訳Asseco South Eastern Europe 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DB:7T8 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Jun 261,843214252031 Mar 261,833210251031 Dec 251,799198249030 Sep 251,763192251030 Jun 251,770190240031 Mar 251,741188232031 Dec 241,708199224030 Sep 241,698186213030 Jun 241,652195210031 Mar 241,630202206031 Dec 231,643200206030 Sep 231,639190200030 Jun 231,660177195031 Mar 231,634195191031 Dec 221,565188180030 Sep 221,437200173030 Jun 221,282187158031 Mar 221,206156145031 Dec 211,147149139030 Sep 211,125137127030 Jun 211,088130124031 Mar 211,048124122031 Dec 201,026116117030 Sep 20967110120030 Jun 20969104116031 Mar 2093495114031 Dec 1988190110030 Sep 1982782100030 Jun 197507496031 Mar 197117291031 Dec 186706587030 Sep 186096383030 Jun 185855681031 Mar 185765679031 Dec 175715578030 Sep 175905779030 Jun 175935779031 Mar 175845380031 Dec 165715180030 Sep 165314276030 Jun 165274477031 Mar 165094474031 Dec 154874473030 Sep 1551346750質の高い収益: 7T8は 高品質の収益 を持っています。利益率の向上: 7T8の現在の純利益率 (11.6%)は、昨年(10.7%)よりも高くなっています。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: 7T8の収益は過去 5 年間で年間6.1%増加しました。成長の加速: 7T8の過去 1 年間の収益成長率 ( 12.6% ) は、5 年間の平均 ( 年間6.1%を上回っています。収益対業界: 7T8の過去 1 年間の収益成長率 ( 12.6% ) はIT業界3.8%を上回りました。株主資本利益率高いROE: 7T8の 自己資本利益率 ( 15.4% ) 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2026/08/09 23:00終値2026/08/07 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Asseco South Eastern Europe S.A. 4 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。9 アナリスト機関Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku6 その他のアナリストを表示
Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: zł0.89 (vs zł0.81 in 2Q 2025)Second quarter 2026 results: EPS: zł0.89 (up from zł0.81 in 2Q 2025). Revenue: zł436.1m (up 2.3% from 2Q 2025). Net income: zł46.4m (up 10% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026
お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026
お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €16.22. The fair value is estimated to be €20.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 3.1%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: zł0.89 (vs zł0.81 in 2Q 2025)Second quarter 2026 results: EPS: zł0.89 (up from zł0.81 in 2Q 2025). Revenue: zł436.1m (up 2.3% from 2Q 2025). Net income: zł46.4m (up 10% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.38, the stock trades at a trailing P/E ratio of 18x. Average forward P/E is 16x in the IT industry in Germany. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.38 per share.
Upcoming Dividend • Jun 16Upcoming dividend of zł1.95 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
Declared Dividend • May 20Dividend of zł1.95 announcedShareholders will receive a dividend of zł1.95. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 14%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.
お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026
お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026
お知らせ • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.
お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.3%).
Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany.
お知らせ • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany.
Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €11.75. The fair value is estimated to be €9.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%.
お知らせ • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.
お知らせ • Jan 12+ 5 more updatesAsseco South Eastern Europe S.A. to Report ,2024 Results on Aug 02, 2024Asseco South Eastern Europe S.A. announced that they will report , 2024 results on Aug 02, 2024
お知らせ • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).
お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany.
お知らせ • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 15% growth forecast for the IT industry in Germany.
お知らせ • Jun 29Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022. Cristian Popescu and Cristina Marcu of Dentons assisted Asseco and coordinated all legal aspects of the acquisition, from the extended due diligence to the drafting and negotiation of the transaction documents. Asseco South Eastern Europe S.A. (WSE:ASE completed the acquisition of unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022.
お知らせ • Jun 22ASSECO SEE Announces Dividend for the Year of 2021, Payable on July 12, 2022ASSECO SEE - Listed IT firm Asseco SEE, a unit of Asseco Poland, will pay out a dividend of PLN 1.28 per share, or a total of PLN 66.4 million, from 2021 profits of PLN 100.4 million, the company said in a market filing with a GM resolution. Rights will be set on June 29, 2022 and the payment made on July 12, 2022.
Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).
お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time.
Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €11.10, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 28x in the IT industry in Germany.
お知らせ • Dec 07Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution.Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution on December 6, 2021. The transaction was approved by Bosnia's competition authority. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of an unknown majority stake in BS Telecom Solution on December 6, 2021.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020).
お知らせ • Sep 25Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi.Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi on September 23, 2021. As part of acquisition Asseco acquired eVision which is 100% owned by IT Sistemi. Current leaders Damir Popovic and Zvonimir Mavretic still remain in the management of the companies. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of IT Sistemi on September 23, 2021.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020).
Reported Earnings • May 01First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue.