View Future GrowthAsseco Poland 過去の業績過去 基準チェック /56Asseco Polandは、平均年間5.3%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% 5.3%収益成長率で 成長しています。 Asseco Polandの自己資本利益率は9%であり、純利益率は3.7%です。主要情報5.31%収益成長率10.43%EPS成長率Software 業界の成長14.88%収益成長率5.25%株主資本利益率9.01%ネット・マージン3.68%次回の業績アップデート27 May 2026最近の業績更新お知らせ • Jan 26+ 3 more updatesAsseco Poland S.A. to Report Q3, 2026 Results on Nov 26, 2026Asseco Poland S.A. announced that they will report Q3, 2026 results on Nov 26, 2026お知らせ • Apr 18+ 2 more updatesAsseco Poland S.A. to Report Q1, 2025 Results on May 27, 2025Asseco Poland S.A. announced that they will report Q1, 2025 results on May 27, 2025Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: zł1.61 (vs zł1.48 in 2Q 2023)Second quarter 2024 results: EPS: zł1.61. Revenue: zł4.15b (flat on 2Q 2023). Net income: zł110.0m (down 10% from 2Q 2023). Profit margin: 2.7% (down from 2.9% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł1.84 (vs zł1.30 in 1Q 2023)First quarter 2024 results: EPS: zł1.84 (up from zł1.30 in 1Q 2023). Revenue: zł4.25b (down 2.0% from 1Q 2023). Net income: zł125.2m (up 16% from 1Q 2023). Profit margin: 2.9% (up from 2.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: zł6.12 (vs zł6.06 in FY 2022)Full year 2023 results: EPS: zł6.12. Revenue: zł16.9b (down 2.7% from FY 2022). Net income: zł482.8m (down 4.0% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany.お知らせ • Feb 02+ 3 more updatesAsseco Poland S.A. to Report Q1, 2024 Results on May 27, 2024Asseco Poland S.A. announced that they will report Q1, 2024 results on May 27, 2024すべての更新を表示Recent updatesお知らせ • Apr 03+ 1 more updateAsseco Poland S.A., Annual General Meeting, May 07, 2026Asseco Poland S.A., Annual General Meeting, May 07, 2026, at 13:00 Central European Standard Time.お知らせ • Jan 26+ 3 more updatesAsseco Poland S.A. to Report Q3, 2026 Results on Nov 26, 2026Asseco Poland S.A. announced that they will report Q3, 2026 results on Nov 26, 2026お知らせ • Apr 18+ 2 more updatesAsseco Poland S.A. to Report Q1, 2025 Results on May 27, 2025Asseco Poland S.A. announced that they will report Q1, 2025 results on May 27, 2025お知らせ • Apr 01Asseco Poland S.A., Annual General Meeting, May 14, 2025Asseco Poland S.A., Annual General Meeting, May 14, 2025.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: zł1.61 (vs zł1.48 in 2Q 2023)Second quarter 2024 results: EPS: zł1.61. Revenue: zł4.15b (flat on 2Q 2023). Net income: zł110.0m (down 10% from 2Q 2023). Profit margin: 2.7% (down from 2.9% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.Upcoming Dividend • Jun 13Upcoming dividend of zł3.66 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.2%).お知らせ • Jun 13Asseco Poland S.A. Announces Dividend for the Year 2023, Payable on June 28, 2024Asseco Poland S.A. announced its general meeting has decided to allocate PLN 249.6 million (EUR 57.6 million) from its 2023 profit for dividend, which translates into PLN 3.66 (EUR 0.84) per share. The remaining part of the net profit for 2023 of PLN 102.5 million (EUR 23.7 million) will be allocated to the reserve capital. The dividend date is set for June 21, 2024 and the payment date for June 28, 2024. From 2022 profit, the company paid out dividend of PLN 290.5 million (EUR 67 million) or PLN 3.5 (EUR 0.81) per share.Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł1.84 (vs zł1.30 in 1Q 2023)First quarter 2024 results: EPS: zł1.84 (up from zł1.30 in 1Q 2023). Revenue: zł4.25b (down 2.0% from 1Q 2023). Net income: zł125.2m (up 16% from 1Q 2023). Profit margin: 2.9% (up from 2.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.Declared Dividend • May 20Dividend of zł3.66 announcedShareholders will receive a dividend of zł3.66. Ex-date: 20th June 2024 Payment date: 28th June 2024 Dividend yield will be 18%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 3.8% 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. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Asseco Poland S.A., Annual General Meeting, Jun 12, 2024Asseco Poland S.A., Annual General Meeting, Jun 12, 2024.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: zł6.12 (vs zł6.06 in FY 2022)Full year 2023 results: EPS: zł6.12. Revenue: zł16.9b (down 2.7% from FY 2022). Net income: zł482.8m (down 4.0% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany.お知らせ • Mar 28Asseco Poland Recommends Dividend Payout for 2023Asseco Poland's supervisory board has given a positive opinion on the management board's proposal to pay a PLN 3.66 (EUR 0.85) apiece dividend for 2023. A total of PLN 249.6 million (EUR 57.8 million) is to be distributed.New Risk • Feb 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 54% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.お知らせ • Feb 02+ 3 more updatesAsseco Poland S.A. to Report Q1, 2024 Results on May 27, 2024Asseco Poland S.A. announced that they will report Q1, 2024 results on May 27, 2024お知らせ • Nov 29Asseco Poland S.A. Announces CEO ChangesAsseco Group CEO Adam Goral has indicated that Rafal Kozlowski will replace him in the future, Goral told PAP Biznes. Rafal Kozlowski has been president of Asseco Enterprise Solutions since December 2020. From 2012 to March 2021, he was deputy CEO and CFO of Asseco Poland.Reported Earnings • Nov 27Third quarter 2023 earnings released: EPS: zł1.40 (vs zł1.54 in 3Q 2022)Third quarter 2023 results: EPS: zł1.40 (down from zł1.54 in 3Q 2022). Revenue: zł4.10b (down 8.9% from 3Q 2022). Net income: zł113.7m (down 11% from 3Q 2022). Profit margin: 2.8% (in line with 3Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: zł1.47 (vs zł1.70 in 2Q 2022)Second quarter 2023 results: EPS: zł1.47 (down from zł1.70 in 2Q 2022). Revenue: zł4.18b (down 1.3% from 2Q 2022). Net income: zł122.4m (down 13% from 2Q 2022). Profit margin: 2.9% (down from 3.3% in 2Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 09Upcoming dividend of zł3.50 per share at 4.2% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).お知らせ • May 09Asseco Poland S.A., Annual General Meeting, May 30, 2023Asseco Poland S.A., Annual General Meeting, May 30, 2023, at 12:00 Central European Standard Time.お知らせ • Feb 03+ 2 more updatesAsseco Poland S.A. to Report First Half, 2023 Results on Aug 24, 2023Asseco Poland S.A. announced that they will report first half, 2023 results on Aug 24, 2023お知らせ • Feb 02Asseco Poland S.A. to Report Q1, 2023 Results on May 24, 2023Asseco Poland S.A. announced that they will report Q1, 2023 results on May 24, 2023Reported Earnings • Nov 25Third quarter 2022 earnings released: EPS: zł1.54 (vs zł1.45 in 3Q 2021)Third quarter 2022 results: EPS: zł1.54 (up from zł1.45 in 3Q 2021). Revenue: zł4.50b (up 28% from 3Q 2021). Net income: zł127.5m (up 5.9% from 3Q 2021). Profit margin: 2.8% (down from 3.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: zł1.23 (vs zł1.68 in 2Q 2021)Second quarter 2022 results: EPS: zł1.23 (down from zł1.68 in 2Q 2021). Revenue: zł293.5m (down 92% from 2Q 2021). Net income: zł102.1m (down 27% from 2Q 2021). Profit margin: 35% (up from 4.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 113%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Asseco Poland Appoints Grzegorz Bartler as Deputy ChairmanAsseco Poland has appointed Grzegorz Bartler as deputy chairman of the management board until 2026, reports Telko.in. Bartler has been a member of the management board and CTO at cable operator Netia since 2018. From 2010, Bartler worked as director of the department of business intelligence at Polkomtel.Upcoming Dividend • Jun 02Upcoming dividend of zł3.36 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.0%).Reported Earnings • May 29First quarter 2022 earnings released: EPS: zł1.30 (vs zł1.23 in 1Q 2021)First quarter 2022 results: EPS: zł1.30 (up from zł1.23 in 1Q 2021). Revenue: zł4.08b (up 22% from 1Q 2021). Net income: zł107.9m (up 5.4% from 1Q 2021). Profit margin: 2.6% (down from 3.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.4%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.お知らせ • May 26Asseco Poland Announces Dividend from 2021 Earnings, Payable on June 21, 2022Asseco Poland will pay PLN 3.36 Dividend per share from 2021 earnings, or PLN 278.9 million in total, in line with an earlier management recommendation, the company said in a filing citing an adopted GM resolution. The remaining PLN 42.0 million will go to retained earnings. Dividend rights will be set on June 10, with payment to follow on June 21. Asseco Poland paid PLN 3.11 Dividend per share last year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 29x in the Software industry in Germany. Total returns to shareholders of 47% over the past three years.Reported Earnings • Nov 25Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł1.45 (up from zł1.10 in 3Q 2020). Revenue: zł3.50b (up 19% from 3Q 2020). Net income: zł120.4m (up 33% from 3Q 2020). Profit margin: 3.4% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 4.3%, compared to a 29% growth forecast for the 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS zł1.68 (vs zł1.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.45b (up 21% from 2Q 2020). Net income: zł139.4m (up 47% from 2Q 2020). Profit margin: 4.0% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 29First quarter 2021 earnings released: EPS zł1.23 (vs zł0.98 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł3.34b (up 14% from 1Q 2020). Net income: zł102.4m (up 25% from 1Q 2020). Profit margin: 3.1% (up from 2.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 28Naum Babayev acquired R-Style Softlab JSC from Asseco Poland S.A. (WSE:ACP).Naum Babayev acquired R-Style Softlab JSC from Asseco Poland S.A. (WSE:ACP) on May 27, 2021. R-Style Softlab closed 2020 with a net profit of 8.79 million rubles on revenue of 1.248 billion rubles. Naum Babayev completed the acquisition of R-Style Softlab JSC from Asseco Poland S.A. (WSE:ACP) on May 27, 2021.Upcoming Dividend • May 26Upcoming dividend of zł3.11 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 18 June 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.6%).お知らせ • May 05Asseco Poland IT Provides Earnings Guidance for the First Quarter of 2021Asseco Poland IT provided earnings guidance for the first quarter of 2021. For the quarter, the company expects attributable net profit of PLN 101.9 million.Reported Earnings • Mar 26Full year 2020 earnings released: EPS zł4.84 (vs zł3.88 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł12.2b (up 14% from FY 2019). Net income: zł401.9m (up 25% from FY 2019). Profit margin: 3.3% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 16New 90-day high: €15.40The company is up 7.0% from its price of €14.42 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €39.08 per share.お知らせ • Feb 02Asseco Poland S.A. to Report Q3, 2021 Results on Nov 23, 2021Asseco Poland S.A. announced that they will report Q3, 2021 results on Nov 23, 2021お知らせ • Jan 31+ 2 more updatesAsseco Poland S.A. to Report First Half, 2021 Results on Aug 25, 2021Asseco Poland S.A. announced that they will report first half, 2021 results on Aug 25, 2021Is New 90 Day High Low • Jan 19New 90-day high: €15.30The company is up 4.0% from its price of €14.72 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.24 per share.Reported Earnings • Nov 26Third quarter 2020 earnings released: EPS zł1.10The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł2.94b (up 7.3% from 3Q 2019). Net income: zł90.9m (up 16% from 3Q 2019). Profit margin: 3.1% (up from 2.9% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Oct 29New 90-day low: €13.14The company is down 11% from its price of €14.72 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.36 per share.Is New 90 Day High Low • Oct 12New 90-day low: €14.44The company is down 4.0% from its price of €15.08 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.75 per share.お知らせ • Sep 25+ 1 more updateAsseco Consortium Signs Agreement with Mazovia Development AgencyMazovia Development Agency has signed agreements with companies forming a consortium, including KT Corporation, Daewoo International Corporation, Asseco Poland, Warszawskie Przedsiebiorstwo Robot Telekomunikacyjnych, Biatel Telekomunikacja, BIT, and KBTO, that will carry out the project of Internet for Mazovia. The project is worth PLN 458 million. The leader of the consortium is KT Corporation, a Korean telecom operator. The broadband network, including 3,700 kilometers of fibre-optic cables, will be constructed in the model of public-private partnership till the end of October 2015. Asseco Poland is responsible for the installation of active networking equipment as well as for the implementation of software to support such devices. The company will also provide maintenance services for the supplied infrastructure over a period of five years. In addition, Asseco Poland will deliver, install and configure the Network Passporting System. The work assigned to Asseco is worth nearly PLN 60 million.収支内訳Asseco Poland 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:SFB1 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Dec 2516,7806181,900030 Sep 2518,3866082,235030 Jun 2517,7905682,176031 Mar 2517,4595312,180031 Dec 2415,0204891,782030 Sep 2415,2864851,800030 Jun 2415,7104731,895031 Mar 2416,8115002,062031 Dec 2316,8974832,106030 Sep 2317,2744712,204030 Jun 2317,6364852,232031 Mar 2317,6585032,220031 Dec 2217,3705022,171030 Sep 2216,9124812,065030 Jun 2215,9574741,956031 Mar 2215,2074731,881031 Dec 2114,4984681,776030 Sep 2113,7774961,687030 Jun 2113,2134671,591031 Mar 2112,6124221,468031 Dec 2012,1934021,432030 Sep 2011,6473511,373030 Jun 2011,4473391,363031 Mar 2011,1363241,368031 Dec 1910,6673221,314030 Sep 1910,3803361,268030 Jun 199,8603361,223031 Mar 199,6323441,219031 Dec 189,3293331,180030 Sep 189,1043031,209030 Jun 188,1275111,094031 Mar 187,9104751,061031 Dec 177,8294671,080030 Sep 177,6634751,043030 Jun 178,3232721,135031 Mar 178,1562971,127031 Dec 167,9323011,102030 Sep 167,8693501,084030 Jun 167,7223701,060031 Mar 167,5093531,028031 Dec 157,256365995030 Sep 156,893329948030 Jun 156,6243139210質の高い収益: SFB1は 高品質の収益 を持っています。利益率の向上: SFB1の現在の純利益率 (3.7%)は、昨年(3.3%)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: SFB1の収益は過去 5 年間で年間5.3%増加しました。成長の加速: SFB1の過去 1 年間の収益成長率 ( 26.3% ) は、5 年間の平均 ( 年間5.3%を上回っています。収益対業界: SFB1の過去 1 年間の収益成長率 ( 26.3% ) はSoftware業界19.3%を上回りました。株主資本利益率高いROE: SFB1の 自己資本利益率 ( 9% ) 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2026/05/20 11:07終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Asseco Poland S.A. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Pawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBankuWitold SamborskiCitigroup Inc9 その他のアナリストを表示
お知らせ • Jan 26+ 3 more updatesAsseco Poland S.A. to Report Q3, 2026 Results on Nov 26, 2026Asseco Poland S.A. announced that they will report Q3, 2026 results on Nov 26, 2026
お知らせ • Apr 18+ 2 more updatesAsseco Poland S.A. to Report Q1, 2025 Results on May 27, 2025Asseco Poland S.A. announced that they will report Q1, 2025 results on May 27, 2025
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: zł1.61 (vs zł1.48 in 2Q 2023)Second quarter 2024 results: EPS: zł1.61. Revenue: zł4.15b (flat on 2Q 2023). Net income: zł110.0m (down 10% from 2Q 2023). Profit margin: 2.7% (down from 2.9% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł1.84 (vs zł1.30 in 1Q 2023)First quarter 2024 results: EPS: zł1.84 (up from zł1.30 in 1Q 2023). Revenue: zł4.25b (down 2.0% from 1Q 2023). Net income: zł125.2m (up 16% from 1Q 2023). Profit margin: 2.9% (up from 2.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: zł6.12 (vs zł6.06 in FY 2022)Full year 2023 results: EPS: zł6.12. Revenue: zł16.9b (down 2.7% from FY 2022). Net income: zł482.8m (down 4.0% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany.
お知らせ • Feb 02+ 3 more updatesAsseco Poland S.A. to Report Q1, 2024 Results on May 27, 2024Asseco Poland S.A. announced that they will report Q1, 2024 results on May 27, 2024
お知らせ • Apr 03+ 1 more updateAsseco Poland S.A., Annual General Meeting, May 07, 2026Asseco Poland S.A., Annual General Meeting, May 07, 2026, at 13:00 Central European Standard Time.
お知らせ • Jan 26+ 3 more updatesAsseco Poland S.A. to Report Q3, 2026 Results on Nov 26, 2026Asseco Poland S.A. announced that they will report Q3, 2026 results on Nov 26, 2026
お知らせ • Apr 18+ 2 more updatesAsseco Poland S.A. to Report Q1, 2025 Results on May 27, 2025Asseco Poland S.A. announced that they will report Q1, 2025 results on May 27, 2025
お知らせ • Apr 01Asseco Poland S.A., Annual General Meeting, May 14, 2025Asseco Poland S.A., Annual General Meeting, May 14, 2025.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: zł1.61 (vs zł1.48 in 2Q 2023)Second quarter 2024 results: EPS: zł1.61. Revenue: zł4.15b (flat on 2Q 2023). Net income: zł110.0m (down 10% from 2Q 2023). Profit margin: 2.7% (down from 2.9% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
Upcoming Dividend • Jun 13Upcoming dividend of zł3.66 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.2%).
お知らせ • Jun 13Asseco Poland S.A. Announces Dividend for the Year 2023, Payable on June 28, 2024Asseco Poland S.A. announced its general meeting has decided to allocate PLN 249.6 million (EUR 57.6 million) from its 2023 profit for dividend, which translates into PLN 3.66 (EUR 0.84) per share. The remaining part of the net profit for 2023 of PLN 102.5 million (EUR 23.7 million) will be allocated to the reserve capital. The dividend date is set for June 21, 2024 and the payment date for June 28, 2024. From 2022 profit, the company paid out dividend of PLN 290.5 million (EUR 67 million) or PLN 3.5 (EUR 0.81) per share.
Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł1.84 (vs zł1.30 in 1Q 2023)First quarter 2024 results: EPS: zł1.84 (up from zł1.30 in 1Q 2023). Revenue: zł4.25b (down 2.0% from 1Q 2023). Net income: zł125.2m (up 16% from 1Q 2023). Profit margin: 2.9% (up from 2.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
Declared Dividend • May 20Dividend of zł3.66 announcedShareholders will receive a dividend of zł3.66. Ex-date: 20th June 2024 Payment date: 28th June 2024 Dividend yield will be 18%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 3.8% 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. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Asseco Poland S.A., Annual General Meeting, Jun 12, 2024Asseco Poland S.A., Annual General Meeting, Jun 12, 2024.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: zł6.12 (vs zł6.06 in FY 2022)Full year 2023 results: EPS: zł6.12. Revenue: zł16.9b (down 2.7% from FY 2022). Net income: zł482.8m (down 4.0% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany.
お知らせ • Mar 28Asseco Poland Recommends Dividend Payout for 2023Asseco Poland's supervisory board has given a positive opinion on the management board's proposal to pay a PLN 3.66 (EUR 0.85) apiece dividend for 2023. A total of PLN 249.6 million (EUR 57.8 million) is to be distributed.
New Risk • Feb 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 54% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
お知らせ • Feb 02+ 3 more updatesAsseco Poland S.A. to Report Q1, 2024 Results on May 27, 2024Asseco Poland S.A. announced that they will report Q1, 2024 results on May 27, 2024
お知らせ • Nov 29Asseco Poland S.A. Announces CEO ChangesAsseco Group CEO Adam Goral has indicated that Rafal Kozlowski will replace him in the future, Goral told PAP Biznes. Rafal Kozlowski has been president of Asseco Enterprise Solutions since December 2020. From 2012 to March 2021, he was deputy CEO and CFO of Asseco Poland.
Reported Earnings • Nov 27Third quarter 2023 earnings released: EPS: zł1.40 (vs zł1.54 in 3Q 2022)Third quarter 2023 results: EPS: zł1.40 (down from zł1.54 in 3Q 2022). Revenue: zł4.10b (down 8.9% from 3Q 2022). Net income: zł113.7m (down 11% from 3Q 2022). Profit margin: 2.8% (in line with 3Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: zł1.47 (vs zł1.70 in 2Q 2022)Second quarter 2023 results: EPS: zł1.47 (down from zł1.70 in 2Q 2022). Revenue: zł4.18b (down 1.3% from 2Q 2022). Net income: zł122.4m (down 13% from 2Q 2022). Profit margin: 2.9% (down from 3.3% in 2Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 09Upcoming dividend of zł3.50 per share at 4.2% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
お知らせ • May 09Asseco Poland S.A., Annual General Meeting, May 30, 2023Asseco Poland S.A., Annual General Meeting, May 30, 2023, at 12:00 Central European Standard Time.
お知らせ • Feb 03+ 2 more updatesAsseco Poland S.A. to Report First Half, 2023 Results on Aug 24, 2023Asseco Poland S.A. announced that they will report first half, 2023 results on Aug 24, 2023
お知らせ • Feb 02Asseco Poland S.A. to Report Q1, 2023 Results on May 24, 2023Asseco Poland S.A. announced that they will report Q1, 2023 results on May 24, 2023
Reported Earnings • Nov 25Third quarter 2022 earnings released: EPS: zł1.54 (vs zł1.45 in 3Q 2021)Third quarter 2022 results: EPS: zł1.54 (up from zł1.45 in 3Q 2021). Revenue: zł4.50b (up 28% from 3Q 2021). Net income: zł127.5m (up 5.9% from 3Q 2021). Profit margin: 2.8% (down from 3.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: zł1.23 (vs zł1.68 in 2Q 2021)Second quarter 2022 results: EPS: zł1.23 (down from zł1.68 in 2Q 2021). Revenue: zł293.5m (down 92% from 2Q 2021). Net income: zł102.1m (down 27% from 2Q 2021). Profit margin: 35% (up from 4.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 113%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Asseco Poland Appoints Grzegorz Bartler as Deputy ChairmanAsseco Poland has appointed Grzegorz Bartler as deputy chairman of the management board until 2026, reports Telko.in. Bartler has been a member of the management board and CTO at cable operator Netia since 2018. From 2010, Bartler worked as director of the department of business intelligence at Polkomtel.
Upcoming Dividend • Jun 02Upcoming dividend of zł3.36 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.0%).
Reported Earnings • May 29First quarter 2022 earnings released: EPS: zł1.30 (vs zł1.23 in 1Q 2021)First quarter 2022 results: EPS: zł1.30 (up from zł1.23 in 1Q 2021). Revenue: zł4.08b (up 22% from 1Q 2021). Net income: zł107.9m (up 5.4% from 1Q 2021). Profit margin: 2.6% (down from 3.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.4%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.
お知らせ • May 26Asseco Poland Announces Dividend from 2021 Earnings, Payable on June 21, 2022Asseco Poland will pay PLN 3.36 Dividend per share from 2021 earnings, or PLN 278.9 million in total, in line with an earlier management recommendation, the company said in a filing citing an adopted GM resolution. The remaining PLN 42.0 million will go to retained earnings. Dividend rights will be set on June 10, with payment to follow on June 21. Asseco Poland paid PLN 3.11 Dividend per share last year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 29x in the Software industry in Germany. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Nov 25Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł1.45 (up from zł1.10 in 3Q 2020). Revenue: zł3.50b (up 19% from 3Q 2020). Net income: zł120.4m (up 33% from 3Q 2020). Profit margin: 3.4% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 4.3%, compared to a 29% growth forecast for the 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS zł1.68 (vs zł1.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.45b (up 21% from 2Q 2020). Net income: zł139.4m (up 47% from 2Q 2020). Profit margin: 4.0% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 29First quarter 2021 earnings released: EPS zł1.23 (vs zł0.98 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł3.34b (up 14% from 1Q 2020). Net income: zł102.4m (up 25% from 1Q 2020). Profit margin: 3.1% (up from 2.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 28Naum Babayev acquired R-Style Softlab JSC from Asseco Poland S.A. (WSE:ACP).Naum Babayev acquired R-Style Softlab JSC from Asseco Poland S.A. (WSE:ACP) on May 27, 2021. R-Style Softlab closed 2020 with a net profit of 8.79 million rubles on revenue of 1.248 billion rubles. Naum Babayev completed the acquisition of R-Style Softlab JSC from Asseco Poland S.A. (WSE:ACP) on May 27, 2021.
Upcoming Dividend • May 26Upcoming dividend of zł3.11 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 18 June 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.6%).
お知らせ • May 05Asseco Poland IT Provides Earnings Guidance for the First Quarter of 2021Asseco Poland IT provided earnings guidance for the first quarter of 2021. For the quarter, the company expects attributable net profit of PLN 101.9 million.
Reported Earnings • Mar 26Full year 2020 earnings released: EPS zł4.84 (vs zł3.88 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł12.2b (up 14% from FY 2019). Net income: zł401.9m (up 25% from FY 2019). Profit margin: 3.3% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 16New 90-day high: €15.40The company is up 7.0% from its price of €14.42 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €39.08 per share.
お知らせ • Feb 02Asseco Poland S.A. to Report Q3, 2021 Results on Nov 23, 2021Asseco Poland S.A. announced that they will report Q3, 2021 results on Nov 23, 2021
お知らせ • Jan 31+ 2 more updatesAsseco Poland S.A. to Report First Half, 2021 Results on Aug 25, 2021Asseco Poland S.A. announced that they will report first half, 2021 results on Aug 25, 2021
Is New 90 Day High Low • Jan 19New 90-day high: €15.30The company is up 4.0% from its price of €14.72 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.24 per share.
Reported Earnings • Nov 26Third quarter 2020 earnings released: EPS zł1.10The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł2.94b (up 7.3% from 3Q 2019). Net income: zł90.9m (up 16% from 3Q 2019). Profit margin: 3.1% (up from 2.9% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Oct 29New 90-day low: €13.14The company is down 11% from its price of €14.72 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.36 per share.
Is New 90 Day High Low • Oct 12New 90-day low: €14.44The company is down 4.0% from its price of €15.08 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.75 per share.
お知らせ • Sep 25+ 1 more updateAsseco Consortium Signs Agreement with Mazovia Development AgencyMazovia Development Agency has signed agreements with companies forming a consortium, including KT Corporation, Daewoo International Corporation, Asseco Poland, Warszawskie Przedsiebiorstwo Robot Telekomunikacyjnych, Biatel Telekomunikacja, BIT, and KBTO, that will carry out the project of Internet for Mazovia. The project is worth PLN 458 million. The leader of the consortium is KT Corporation, a Korean telecom operator. The broadband network, including 3,700 kilometers of fibre-optic cables, will be constructed in the model of public-private partnership till the end of October 2015. Asseco Poland is responsible for the installation of active networking equipment as well as for the implementation of software to support such devices. The company will also provide maintenance services for the supplied infrastructure over a period of five years. In addition, Asseco Poland will deliver, install and configure the Network Passporting System. The work assigned to Asseco is worth nearly PLN 60 million.