View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsExclusive Networks 将来の成長Future 基準チェック /46Exclusive Networks収益と収益がそれぞれ年間34.5%と13.4%増加すると予測されています。主要情報34.5%収益成長率n/aEPS成長率IT 収益成長12.8%収益成長率13.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日21 Mar 2025今後の成長に関する最新情報お知らせ • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.お知らせ • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.お知らせ • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.お知らせ • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.お知らせ • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • Mar 26Exclusive Networks SA SHS to Be Deleted from OTC EquityExclusive Networks SA SHS (France) will be deleted from OTC Equity effective March 25, 2025, due to Acquisition /Merger /Amalgamation.お知らせ • Mar 21Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares IndexExclusive Networks SA has been dropped from the CAC All Share Indexお知らせ • Mar 07Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI IndexExclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Indexお知らせ • Nov 22Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc.Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024.お知らせ • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.お知らせ • Jul 26+ 1 more updatePermira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million.Permira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million on July 23, 2024. As part of consideration, the price of €24.25 per share, which includes an exceptional distribution of €5.29 per share, represents a 34.4% premium on the undisturbed share price as of 13 March 2024. CD&R and Permira Advisers Ltd. the majority shareholder of Exclusive Networks, intend to form a consortium with a view to acquire the shares of Exclusive Networks. Following the Block Acquisition, the consortium would file a simplified mandatory tender offer on the remaining shares in Exclusive Networks at the same price, followed by a squeeze-out if the legal conditions are met at the end of the offer. In the context of the proposed transaction, Exclusive Networks would refinance its existing indebtedness and propose to its shareholders, at a shareholders' meeting to be convened, an exceptional distribution of €5.29 per share, which would be paid after the obtaining of the regulatory approvals and immediately before the closing of the Block Acquisition and the filing of the mandatory tender offer. The Company's Board of Directors unanimously welcomed the proposed transaction and approved the refinancing of the Company and the exceptional distribution, without prejudice to the reasoned opinion to be issued by the Board following the filing of the mandatory tender offer and the receipt of the report of the independent expert. The Company’s Board of Directors has formed an ad hoc committee of independent directors, comprised of three members: Barbara Thoralfsson, Marie-Pierre de Bailliencourt and Nathalie Lomon. On the recommendation of the ad hoc committee, the Company's Board of Directors also appointed Finexsi, represented by Christophe Lambert, as an independent expert to provide a fairness opinion on the financial terms of the mandatory tender offer and a solvency opinion on the exceptional distribution. The transaction has received positive opinion from the works council and the information-consultation process is now completed. The Board of Directors has also approved the contemplated exceptional distribution of reserves and premia, in an amount of €5.29 per share. The payment of this exceptional distribution will be proposed to the shareholders’ meeting before 30 November 2025 and its payment will take place after the receipt of the regulatory approvals required in the context of the Proposed Transaction. The implementation of the Acquisitions will trigger the obligation for the consortium to launch a mandatory simplified tender offer. The Acquisitions and the subsequent filing of the Offer are expected to take place at the beginning of 2025. The transaction is expected to close in Q1 2025. Morgan Stanley Europe SE acted as financial advisor to Permira advisers Ltd.Reported Earnings • Jul 25First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.75, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.39 per share.お知らせ • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.お知らせ • Apr 14Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Mar 30Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited.Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €40.18 per share.Buy Or Sell Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock has risen 3.2% to €18.32. The fair value is estimated to be €22.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022)Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the IT industry in Germany.お知らせ • Mar 01Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €18.66. The fair value is estimated to be €23.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.お知らせ • Nov 07+ 1 more updateExclusive Networks SA to Report Fiscal Year 2023 Results on Feb 29, 2024Exclusive Networks SA announced that they will report fiscal year 2023 results on Feb 29, 2024Reported Earnings • Aug 04First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.お知らせ • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.お知らせ • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.Board Change • May 29High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 12Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023お知らせ • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.40 (vs €0.15 loss in FY 2021)Full year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.Buying Opportunity • Feb 17Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €25.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.お知らせ • Feb 04Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023お知らせ • Jan 18+ 1 more updateExclusive Networks Announces Executive ChangesExclusive Networks announced the appointment of Nathalie Bühnemann as Chief Financial Officer. Nathalie becomes a member of the Executive Committee and will directly report to Jesper Trolle, Chief Executive Officer of Exclusive Networks. Nathalie has extensive experience in leading the finance function for listed companies and M&A over the past two decades. Previously Nathalie was Group Chief Financial Officer of AKKA Technologies, where she also held a range of senior finance roles. Before that, Nathalie spent more than a decade as a Financial Consultant at PwC where she gained a deep understanding of M&A. Nathalie holds an Audit and Finance degree from ESCP European School of Management (France) and is certified as a public accountant. Nathalie is familiar with Exclusive Networks’ culture, model and strategy from her time as an independent Board member at Exclusive Networks since IPO. As a result of her appointment as Chief Financial Officer, Nathalie has resigned from her functions as member of Exclusive Networks’ Board of Directors, Nomination and Compensation Committee as well as member and Chairperson of the Audit Committee. A process to select a new Board member has been initiated by the Nomination and Compensation Committee. Concomitantly, Pierre Boccon-Liaudet stepped down as Chief Financial Officer to pursue new opportunities outside of Exclusive Networks.お知らせ • Nov 09Exclusive Networks SA, Annual General Meeting, Jun 08, 2023Exclusive Networks SA, Annual General Meeting, Jun 08, 2023.Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021)First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.Buying Opportunity • Jan 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €20.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 128% over the last year.Breakeven Date Change • Dec 09Forecast breakeven date moved forward to 2021The 5 analysts covering Exclusive Networks previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of €718.0k in 2021. Earnings growth of 51% is required to achieve expected profit on schedule.Board Change • Oct 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測DB:97K - 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12/31/20262,134108133145112/31/20251,90591126147112/31/20241,695659210616/30/20241,50641155162N/A3/31/20241,53342184191N/A12/31/20231,55943213220N/A9/30/202366443161168N/A6/30/202376842109115N/A3/31/20231,11739145151N/A12/31/20221,46636180186N/A9/30/20222,15933163168N/A6/30/20222,85129145149N/A3/31/20222,66789196N/A12/31/20212,483-143742N/A9/30/20212,301-276771N/A6/30/20212,119-3997101N/A3/31/20212,005-32111114N/A12/31/20201,892-24125127N/A12/31/20192,351-152730N/A12/31/20181,879-382933N/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: 97Kの予測収益成長率 (年間34.5% ) は 貯蓄率 ( 1.1% ) を上回っています。収益対市場: 97Kの収益 ( 34.5% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: 97Kの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 97Kの収益 ( 13.4% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 97Kの収益 ( 13.4% ) 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: 97Kの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 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2025/03/23 05:13終値2025/03/03 00:00収益2024/06/30年間収益2023/12/31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Exclusive Networks 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。8 アナリスト機関Derric MarconBernsteinBen Castillo-BernausBNP ParibasNicolas ThorezODDO BHF Corporate & Markets5 その他のアナリストを表示
お知らせ • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.
お知らせ • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.
お知らせ • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.
お知らせ • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.
お知らせ • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.
Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
お知らせ • Mar 26Exclusive Networks SA SHS to Be Deleted from OTC EquityExclusive Networks SA SHS (France) will be deleted from OTC Equity effective March 25, 2025, due to Acquisition /Merger /Amalgamation.
お知らせ • Mar 21Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares IndexExclusive Networks SA has been dropped from the CAC All Share Index
お知らせ • Mar 07Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI IndexExclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Index
お知らせ • Nov 22Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc.Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024.
お知らせ • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.
お知らせ • Jul 26+ 1 more updatePermira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million.Permira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million on July 23, 2024. As part of consideration, the price of €24.25 per share, which includes an exceptional distribution of €5.29 per share, represents a 34.4% premium on the undisturbed share price as of 13 March 2024. CD&R and Permira Advisers Ltd. the majority shareholder of Exclusive Networks, intend to form a consortium with a view to acquire the shares of Exclusive Networks. Following the Block Acquisition, the consortium would file a simplified mandatory tender offer on the remaining shares in Exclusive Networks at the same price, followed by a squeeze-out if the legal conditions are met at the end of the offer. In the context of the proposed transaction, Exclusive Networks would refinance its existing indebtedness and propose to its shareholders, at a shareholders' meeting to be convened, an exceptional distribution of €5.29 per share, which would be paid after the obtaining of the regulatory approvals and immediately before the closing of the Block Acquisition and the filing of the mandatory tender offer. The Company's Board of Directors unanimously welcomed the proposed transaction and approved the refinancing of the Company and the exceptional distribution, without prejudice to the reasoned opinion to be issued by the Board following the filing of the mandatory tender offer and the receipt of the report of the independent expert. The Company’s Board of Directors has formed an ad hoc committee of independent directors, comprised of three members: Barbara Thoralfsson, Marie-Pierre de Bailliencourt and Nathalie Lomon. On the recommendation of the ad hoc committee, the Company's Board of Directors also appointed Finexsi, represented by Christophe Lambert, as an independent expert to provide a fairness opinion on the financial terms of the mandatory tender offer and a solvency opinion on the exceptional distribution. The transaction has received positive opinion from the works council and the information-consultation process is now completed. The Board of Directors has also approved the contemplated exceptional distribution of reserves and premia, in an amount of €5.29 per share. The payment of this exceptional distribution will be proposed to the shareholders’ meeting before 30 November 2025 and its payment will take place after the receipt of the regulatory approvals required in the context of the Proposed Transaction. The implementation of the Acquisitions will trigger the obligation for the consortium to launch a mandatory simplified tender offer. The Acquisitions and the subsequent filing of the Offer are expected to take place at the beginning of 2025. The transaction is expected to close in Q1 2025. Morgan Stanley Europe SE acted as financial advisor to Permira advisers Ltd.
Reported Earnings • Jul 25First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.75, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.39 per share.
お知らせ • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.
お知らせ • Apr 14Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Mar 30Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited.Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €40.18 per share.
Buy Or Sell Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock has risen 3.2% to €18.32. The fair value is estimated to be €22.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022)Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the IT industry in Germany.
お知らせ • Mar 01Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024
Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €18.66. The fair value is estimated to be €23.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
お知らせ • Nov 07+ 1 more updateExclusive Networks SA to Report Fiscal Year 2023 Results on Feb 29, 2024Exclusive Networks SA announced that they will report fiscal year 2023 results on Feb 29, 2024
Reported Earnings • Aug 04First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
お知らせ • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.
お知らせ • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.
Board Change • May 29High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 12Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023
お知らせ • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.40 (vs €0.15 loss in FY 2021)Full year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.
Buying Opportunity • Feb 17Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €25.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
お知らせ • Feb 04Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023
お知らせ • Jan 18+ 1 more updateExclusive Networks Announces Executive ChangesExclusive Networks announced the appointment of Nathalie Bühnemann as Chief Financial Officer. Nathalie becomes a member of the Executive Committee and will directly report to Jesper Trolle, Chief Executive Officer of Exclusive Networks. Nathalie has extensive experience in leading the finance function for listed companies and M&A over the past two decades. Previously Nathalie was Group Chief Financial Officer of AKKA Technologies, where she also held a range of senior finance roles. Before that, Nathalie spent more than a decade as a Financial Consultant at PwC where she gained a deep understanding of M&A. Nathalie holds an Audit and Finance degree from ESCP European School of Management (France) and is certified as a public accountant. Nathalie is familiar with Exclusive Networks’ culture, model and strategy from her time as an independent Board member at Exclusive Networks since IPO. As a result of her appointment as Chief Financial Officer, Nathalie has resigned from her functions as member of Exclusive Networks’ Board of Directors, Nomination and Compensation Committee as well as member and Chairperson of the Audit Committee. A process to select a new Board member has been initiated by the Nomination and Compensation Committee. Concomitantly, Pierre Boccon-Liaudet stepped down as Chief Financial Officer to pursue new opportunities outside of Exclusive Networks.
お知らせ • Nov 09Exclusive Networks SA, Annual General Meeting, Jun 08, 2023Exclusive Networks SA, Annual General Meeting, Jun 08, 2023.
Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021)First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
Buying Opportunity • Jan 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €20.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 128% over the last year.
Breakeven Date Change • Dec 09Forecast breakeven date moved forward to 2021The 5 analysts covering Exclusive Networks previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of €718.0k in 2021. Earnings growth of 51% is required to achieve expected profit on schedule.
Board Change • Oct 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.