View ValuationIcape Holding 将来の成長Future 基準チェック /56Icape Holding利益と収益がそれぞれ年間36.3%と10.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.5% 39.4%なると予測されています。主要情報36.3%収益成長率39.40%EPS成長率Electronic 収益成長33.4%収益成長率10.4%将来の株主資本利益率32.50%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報お知らせ • May 07Icape Holding S.A. Provides Earning Guidance for the Year 2026Icape Holding S.A. provided earning guidance for the Year 2026. For the year, the company expects consolidated annual revenue growth at least equivalent to that achieved in 2025 (+12% in 2025). EBIT margin rate of around 6% which includes the sales performance, the effects of cost reduction plans, synergies related to acquisitions, those related to the gradual closure of loss-making sites and the gradual implementation of a new innovative and disruptive IT tool.お知らせ • Feb 12Icape Holding S.A. Provides Earnings Guidance for the Year 2026Icape Holding S.A. provided earnings guidance for the year 2026. For the year, annual consolidated revenue growth at least equivalent to that achieved in 2025 (+11.5% in 2025).お知らせ • May 14The ICAPE Group Reaffirms Earnings Guidance for 2026The ICAPE Group reaffirmed earnings guidance for 2026. For the year, the company reaffirmed all its indicators for 2026, including: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026; an EBIT margin of around 9.5% by 2026.お知らせ • Mar 27Icape Holding S.A. Provides Earnings Guidance for 2025 and 2026Icape Holding S.A. provided earnings guidance for 2025 and 2026. In 2025, the ICAPE Group intends to pursue its external growth policy by targeting companies with synergies that could lead to significant organic growth post-integration. To date, the Group is in discussions with 12 international targets for a potential of approximately €105.0 million in additional revenue. Strengthened by its role as an expert across the entire printed circuit board value chain, its offensive external growth strategy and the ongoing optimization of its organization, the Group reaffirms all its indicators for 2026, namely: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026.お知らせ • Feb 15Icape Group Provides Revenue Guidance for 2023 and 2024Icape Group provides earnings guidance for 2023 and 2024. The Group intends to pursue its external growth dynamics in the short and medium term by securing nearly €30 million additional revenue per year in 2023 and 2024, in order to benefit from the current consolidation of the PCB distribution market. ICAPE Group confirms all the commercial and financial objectives communicated at the time of its IPO.すべての更新を表示Recent updatesお知らせ • 11h+ 1 more updateIcape Holding S.A. Announces Board ChangesIcape Holding S.A., at the Combined General Meeting held on May 20, 2026 Mr. Jie Chen, Group EVP for China & Southeast Asia, has been appointed as a new director for a two-year term, and Ms. Bingling Li-Sellam, Group CMO, has been appointed as a new director for a one-year term, replacing Ms. Ranxu Mazet.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Philippe Darfeuil was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 07Icape Holding S.A. Provides Earning Guidance for the Year 2026Icape Holding S.A. provided earning guidance for the Year 2026. For the year, the company expects consolidated annual revenue growth at least equivalent to that achieved in 2025 (+12% in 2025). EBIT margin rate of around 6% which includes the sales performance, the effects of cost reduction plans, synergies related to acquisitions, those related to the gradual closure of loss-making sites and the gradual implementation of a new innovative and disruptive IT tool.お知らせ • Mar 27Icape Holding S.A., Annual General Meeting, May 20, 2026Icape Holding S.A., Annual General Meeting, May 20, 2026.お知らせ • Mar 26Icape Holding S.A. Proposes Dividend for the Fiscal Year Ended December 31, 2025The Board of Directors of Icape Holding S.A., meeting on March 25, 2026, decided to propose to the General Assembly, to be held on May 20, 2026 the payment of a dividend of €0.09 per share for the fiscal year ended December 31, 2025.お知らせ • Feb 12Icape Holding S.A. Provides Earnings Guidance for the Year 2026Icape Holding S.A. provided earnings guidance for the year 2026. For the year, annual consolidated revenue growth at least equivalent to that achieved in 2025 (+11.5% in 2025).お知らせ • Nov 14+ 1 more updateIcape Holding S.A. to Report Fiscal Year 2025 Results on Mar 26, 2026Icape Holding S.A. announced that they will report fiscal year 2025 results Pre-Market on Mar 26, 2026お知らせ • May 22The ICAPE Group Approves Cash Dividend for the Financial Year 2024, Payable on July 2, 2025The ICAPE Group at its Combined General Meeting held on May 21, 2025, approved dividend payment of €0.13 per share in cash for the financial year 2024. ICAPE Group's Board of Directors fixed the detachment date for the dividend on June 30, 2025, with payment to take place on July 2, 2025.お知らせ • May 14The ICAPE Group Reaffirms Earnings Guidance for 2026The ICAPE Group reaffirmed earnings guidance for 2026. For the year, the company reaffirmed all its indicators for 2026, including: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026; an EBIT margin of around 9.5% by 2026.お知らせ • Mar 29Icape Holding S.A., Annual General Meeting, May 21, 2025Icape Holding S.A., Annual General Meeting, May 21, 2025.お知らせ • Mar 28The ICAPE Group Proposes Distribution of Ordinary Dividend for the 2024, Payable on July 2, 2025The ICAPE Group intends to continue its dividend distribution policy initiated since its IPO, in 2022. To this end, the Board of Directors decided to propose to the Annual General Meeting to be held on Wednesday, May 21, 2025, the distribution of an ordinary dividend in respect of the 2024 financial year of €0.13 per share, representing 28% of the consolidated net income generated in 2024. The detachment date for this dividend is scheduled for June 27, 2025, with payment on July 2, 2025.お知らせ • Mar 27Icape Holding S.A. Provides Earnings Guidance for 2025 and 2026Icape Holding S.A. provided earnings guidance for 2025 and 2026. In 2025, the ICAPE Group intends to pursue its external growth policy by targeting companies with synergies that could lead to significant organic growth post-integration. To date, the Group is in discussions with 12 international targets for a potential of approximately €105.0 million in additional revenue. Strengthened by its role as an expert across the entire printed circuit board value chain, its offensive external growth strategy and the ongoing optimization of its organization, the Group reaffirms all its indicators for 2026, namely: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026.お知らせ • Feb 13Icape Holding S.A. (ENXTPA:ALICA) acquired Kingfisher Pcbs Ltd.Icape Holding S.A. (ENXTPA:ALICA) acquired Kingfisher Pcbs Ltd on February 13, 2025. This acquisition is financed in cash and will be consolidated in the ICAPE Group's accounts from February 2025. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of Kingfisher Pcbs Ltd on February 13, 2025.お知らせ • Jan 08+ 1 more updateIcape Holding S.A. to Report Fiscal Year 2024 Results on Mar 27, 2025Icape Holding S.A. announced that they will report fiscal year 2024 results After-Market on Mar 27, 2025お知らせ • Dec 18Icape Holding S.A. (ENXTPA:ALICA) acquired Alr Services Limited.Icape Holding S.A. (ENXTPA:ALICA) acquired Alr Services Limited on December 18, 2024. Alr Services has a portfolio of 300 EMS1 and OEM2 customers in the defense and, to a lesser extent, automotive industries, ALR Services Ltd. expects to achieve revenue of £2.5 million in 2024. As a result of this merger, ALR Services now has access to an enriched range of services and to the full purchasing power of the ICAPE Group. This acquisition is financed in cash and will be consolidated in the ICAPE Group's accounts from January 1, 2025. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of Alr Services Limited on December 18, 2024.お知らせ • Nov 27Icape Holding S.A. (ENXTPA:ALICA) acquired an unknown minority stake in Jiva Materials Limited.Icape Holding S.A. (ENXTPA:ALICA) acquired an unknown minority stake in Jiva Materials Limited on November 26, 2024. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of an unknown minority stake in Jiva Materials Limited on November 26, 2024.Reported Earnings • Sep 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €86.6m (down 8.4% from 1H 2023). Net income: €1.26m (down 32% from 1H 2023). Profit margin: 1.5% (down from 1.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Sep 20Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of NTW Inc.Icape Holding S.A. (ENXTPA:ALICA) agreed to acquire NTW Inc. on September 16, 2024. The transaction is financed in cash. Completion of the acquisition is subject to customary suspensive conditions and is expected to take place on September 19, 2024. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of NTW Inc. on September 19, 2024.お知らせ • Sep 16Icape Holding S.A. (ENXTPA:ALICA) agreed to acquire NTW Inc.Icape Holding S.A. (ENXTPA:ALICA) agreed to acquire NTW Inc. on September 16, 2024. The transaction is financed in cash. Completion of the acquisition is subject to customary suspensive conditions and is expected to take place on September 19, 2024.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 36%After last week's 36% share price gain to €12.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 15% over the past year.Upcoming Dividend • Jun 12Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.7%).お知らせ • May 23The ICAPE Group Approves Dividend for the Year 2023, Payable on June 21, 2024The ICAPE Group announced that at its general meeting held on May 22, 2024, shareholders approved dividend payment of €0.20 per share for the 2023 financial year. The Board of Directors fixed June 19, 2024, as the detachment date for the dividend, with payment to take place on June 21, 2024.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €11.05, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Electronic industry in Germany. Total loss to shareholders of 30% over the past year.Declared Dividend • Apr 23Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 19th June 2024 Payment date: 21st June 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (39% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 5.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €9.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in Germany. Total loss to shareholders of 41% over the past year.Reported Earnings • Mar 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €179.5m (down 18% from FY 2022). Net income: €5.20m (down 30% from FY 2022). Profit margin: 2.9% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Mar 28Icape Holding S.A. Proposes Distribution of Ordinary Dividend for the 2023, Payable on June 21, 2024Board of Directors of Icape Holding S.A. decided to propose to the Annual General Meeting to be held on May 22, 2024, the distribution of an ordinary dividend in respect of the 2023 financial year of €0.20 per share, representing 39% of the consolidated net income generated in 2023. The detachment date for this dividend is scheduled for June 19, 2024, with payment on June 21, 2024.お知らせ • Mar 27Icape Holding S.A. to Report Fiscal Year 2023 Final Results on Apr 05, 2024Icape Holding S.A. announced that they will report fiscal year 2023 final results on Apr 05, 2024Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €7.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Electronic industry in Germany. Total loss to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.41 per share.New Risk • Feb 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €93.0m (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.6% operating cash flow to total debt). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (€93.0m market cap, or US$99.9m).Reported Earnings • Oct 30First half 2023 earnings released: EPS: €0.22 (vs €0.12 in 1H 2022)First half 2023 results: EPS: €0.22 (up from €0.12 in 1H 2022). Revenue: €94.5m (down 12% from 1H 2022). Net income: €1.84m (up 173% from 1H 2022). Profit margin: 1.9% (up from 0.6% in 1H 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 12% growth forecast for the Electronic industry in Germany.New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €91.4m (US$96.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). High level of non-cash earnings (21% accrual ratio). Minor Risks Dividend is not well covered by cash flows (381% cash payout ratio). Market cap is less than US$100m (€91.4m market cap, or US$96.6m).Reported Earnings • Sep 28First half 2023 earnings releasedFirst half 2023 results: Revenue: €94.5m (down 14% from 1H 2022). Net income: €1.90m (up 100% from 1H 2022). Profit margin: 2.0% (up from 0.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.New Risk • Jul 31New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €15.65, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Electronic industry in Germany.Reported Earnings • Mar 31Full year 2022 earnings releasedFull year 2022 results: Revenue: €219.6m (up 30% from FY 2021). Net income: €7.30m (up 198% from FY 2021). Profit margin: 3.3% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Feb 15Icape Group Provides Revenue Guidance for 2023 and 2024Icape Group provides earnings guidance for 2023 and 2024. The Group intends to pursue its external growth dynamics in the short and medium term by securing nearly €30 million additional revenue per year in 2023 and 2024, in order to benefit from the current consolidation of the PCB distribution market. ICAPE Group confirms all the commercial and financial objectives communicated at the time of its IPO.お知らせ • Jan 04+ 2 more updatesIcape Holding S.A. to Report Fiscal Year 2022 Results on Mar 29, 2023Icape Holding S.A. announced that they will report fiscal year 2022 results on Mar 29, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Deputy CEO, CFO & Director Shora Rokni was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 08First half 2022 earnings releasedFirst half 2022 results: Net income: €900.0k (up €900.0k from 1H 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.業績と収益の成長予測DB:Z8J - 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12/31/2028273131720112/31/2027253101418212/31/202622771115212/31/2025200458N/A6/30/202519441012N/A3/31/20251884810N/A12/31/2024179557N/A9/30/202417741012N/A6/30/202417251516N/A3/31/202417651112N/A12/31/2023186378N/A9/30/2023196646N/A6/30/2023207925N/A3/31/2023213804N/A12/31/20222207-23N/A6/30/20221994-41N/A3/31/20221813-31N/A12/31/20211643-20N/A12/31/20201262710N/A12/31/2019123035N/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: Z8Jの予測収益成長率 (年間36.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: Z8Jの収益 ( 36.3% ) はGerman市場 ( 17% ) 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: Z8J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: Z8Jの収益 ( 10.4% ) German市場 ( 6.8% ) 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: Z8Jの収益 ( 10.4% ) 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: Z8Jの 自己資本利益率 は、3年後には高くなると予測されています ( 32.5 %)成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 23:31終値2026/05/22 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Icape Holding S.A. 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。2 アナリスト機関Stephanie LefebvreGilbert DupontGilbert FerrandTPICAP Midcap
お知らせ • May 07Icape Holding S.A. Provides Earning Guidance for the Year 2026Icape Holding S.A. provided earning guidance for the Year 2026. For the year, the company expects consolidated annual revenue growth at least equivalent to that achieved in 2025 (+12% in 2025). EBIT margin rate of around 6% which includes the sales performance, the effects of cost reduction plans, synergies related to acquisitions, those related to the gradual closure of loss-making sites and the gradual implementation of a new innovative and disruptive IT tool.
お知らせ • Feb 12Icape Holding S.A. Provides Earnings Guidance for the Year 2026Icape Holding S.A. provided earnings guidance for the year 2026. For the year, annual consolidated revenue growth at least equivalent to that achieved in 2025 (+11.5% in 2025).
お知らせ • May 14The ICAPE Group Reaffirms Earnings Guidance for 2026The ICAPE Group reaffirmed earnings guidance for 2026. For the year, the company reaffirmed all its indicators for 2026, including: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026; an EBIT margin of around 9.5% by 2026.
お知らせ • Mar 27Icape Holding S.A. Provides Earnings Guidance for 2025 and 2026Icape Holding S.A. provided earnings guidance for 2025 and 2026. In 2025, the ICAPE Group intends to pursue its external growth policy by targeting companies with synergies that could lead to significant organic growth post-integration. To date, the Group is in discussions with 12 international targets for a potential of approximately €105.0 million in additional revenue. Strengthened by its role as an expert across the entire printed circuit board value chain, its offensive external growth strategy and the ongoing optimization of its organization, the Group reaffirms all its indicators for 2026, namely: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026.
お知らせ • Feb 15Icape Group Provides Revenue Guidance for 2023 and 2024Icape Group provides earnings guidance for 2023 and 2024. The Group intends to pursue its external growth dynamics in the short and medium term by securing nearly €30 million additional revenue per year in 2023 and 2024, in order to benefit from the current consolidation of the PCB distribution market. ICAPE Group confirms all the commercial and financial objectives communicated at the time of its IPO.
お知らせ • 11h+ 1 more updateIcape Holding S.A. Announces Board ChangesIcape Holding S.A., at the Combined General Meeting held on May 20, 2026 Mr. Jie Chen, Group EVP for China & Southeast Asia, has been appointed as a new director for a two-year term, and Ms. Bingling Li-Sellam, Group CMO, has been appointed as a new director for a one-year term, replacing Ms. Ranxu Mazet.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Philippe Darfeuil was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 07Icape Holding S.A. Provides Earning Guidance for the Year 2026Icape Holding S.A. provided earning guidance for the Year 2026. For the year, the company expects consolidated annual revenue growth at least equivalent to that achieved in 2025 (+12% in 2025). EBIT margin rate of around 6% which includes the sales performance, the effects of cost reduction plans, synergies related to acquisitions, those related to the gradual closure of loss-making sites and the gradual implementation of a new innovative and disruptive IT tool.
お知らせ • Mar 27Icape Holding S.A., Annual General Meeting, May 20, 2026Icape Holding S.A., Annual General Meeting, May 20, 2026.
お知らせ • Mar 26Icape Holding S.A. Proposes Dividend for the Fiscal Year Ended December 31, 2025The Board of Directors of Icape Holding S.A., meeting on March 25, 2026, decided to propose to the General Assembly, to be held on May 20, 2026 the payment of a dividend of €0.09 per share for the fiscal year ended December 31, 2025.
お知らせ • Feb 12Icape Holding S.A. Provides Earnings Guidance for the Year 2026Icape Holding S.A. provided earnings guidance for the year 2026. For the year, annual consolidated revenue growth at least equivalent to that achieved in 2025 (+11.5% in 2025).
お知らせ • Nov 14+ 1 more updateIcape Holding S.A. to Report Fiscal Year 2025 Results on Mar 26, 2026Icape Holding S.A. announced that they will report fiscal year 2025 results Pre-Market on Mar 26, 2026
お知らせ • May 22The ICAPE Group Approves Cash Dividend for the Financial Year 2024, Payable on July 2, 2025The ICAPE Group at its Combined General Meeting held on May 21, 2025, approved dividend payment of €0.13 per share in cash for the financial year 2024. ICAPE Group's Board of Directors fixed the detachment date for the dividend on June 30, 2025, with payment to take place on July 2, 2025.
お知らせ • May 14The ICAPE Group Reaffirms Earnings Guidance for 2026The ICAPE Group reaffirmed earnings guidance for 2026. For the year, the company reaffirmed all its indicators for 2026, including: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026; an EBIT margin of around 9.5% by 2026.
お知らせ • Mar 29Icape Holding S.A., Annual General Meeting, May 21, 2025Icape Holding S.A., Annual General Meeting, May 21, 2025.
お知らせ • Mar 28The ICAPE Group Proposes Distribution of Ordinary Dividend for the 2024, Payable on July 2, 2025The ICAPE Group intends to continue its dividend distribution policy initiated since its IPO, in 2022. To this end, the Board of Directors decided to propose to the Annual General Meeting to be held on Wednesday, May 21, 2025, the distribution of an ordinary dividend in respect of the 2024 financial year of €0.13 per share, representing 28% of the consolidated net income generated in 2024. The detachment date for this dividend is scheduled for June 27, 2025, with payment on July 2, 2025.
お知らせ • Mar 27Icape Holding S.A. Provides Earnings Guidance for 2025 and 2026Icape Holding S.A. provided earnings guidance for 2025 and 2026. In 2025, the ICAPE Group intends to pursue its external growth policy by targeting companies with synergies that could lead to significant organic growth post-integration. To date, the Group is in discussions with 12 international targets for a potential of approximately €105.0 million in additional revenue. Strengthened by its role as an expert across the entire printed circuit board value chain, its offensive external growth strategy and the ongoing optimization of its organization, the Group reaffirms all its indicators for 2026, namely: an average annual organic growth rate of 10% between 2023 and 2026; around €120 million in additional revenue from external growth between the start of 2023 and the end of 2026.
お知らせ • Feb 13Icape Holding S.A. (ENXTPA:ALICA) acquired Kingfisher Pcbs Ltd.Icape Holding S.A. (ENXTPA:ALICA) acquired Kingfisher Pcbs Ltd on February 13, 2025. This acquisition is financed in cash and will be consolidated in the ICAPE Group's accounts from February 2025. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of Kingfisher Pcbs Ltd on February 13, 2025.
お知らせ • Jan 08+ 1 more updateIcape Holding S.A. to Report Fiscal Year 2024 Results on Mar 27, 2025Icape Holding S.A. announced that they will report fiscal year 2024 results After-Market on Mar 27, 2025
お知らせ • Dec 18Icape Holding S.A. (ENXTPA:ALICA) acquired Alr Services Limited.Icape Holding S.A. (ENXTPA:ALICA) acquired Alr Services Limited on December 18, 2024. Alr Services has a portfolio of 300 EMS1 and OEM2 customers in the defense and, to a lesser extent, automotive industries, ALR Services Ltd. expects to achieve revenue of £2.5 million in 2024. As a result of this merger, ALR Services now has access to an enriched range of services and to the full purchasing power of the ICAPE Group. This acquisition is financed in cash and will be consolidated in the ICAPE Group's accounts from January 1, 2025. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of Alr Services Limited on December 18, 2024.
お知らせ • Nov 27Icape Holding S.A. (ENXTPA:ALICA) acquired an unknown minority stake in Jiva Materials Limited.Icape Holding S.A. (ENXTPA:ALICA) acquired an unknown minority stake in Jiva Materials Limited on November 26, 2024. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of an unknown minority stake in Jiva Materials Limited on November 26, 2024.
Reported Earnings • Sep 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €86.6m (down 8.4% from 1H 2023). Net income: €1.26m (down 32% from 1H 2023). Profit margin: 1.5% (down from 1.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Sep 20Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of NTW Inc.Icape Holding S.A. (ENXTPA:ALICA) agreed to acquire NTW Inc. on September 16, 2024. The transaction is financed in cash. Completion of the acquisition is subject to customary suspensive conditions and is expected to take place on September 19, 2024. Icape Holding S.A. (ENXTPA:ALICA) completed the acquisition of NTW Inc. on September 19, 2024.
お知らせ • Sep 16Icape Holding S.A. (ENXTPA:ALICA) agreed to acquire NTW Inc.Icape Holding S.A. (ENXTPA:ALICA) agreed to acquire NTW Inc. on September 16, 2024. The transaction is financed in cash. Completion of the acquisition is subject to customary suspensive conditions and is expected to take place on September 19, 2024.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 36%After last week's 36% share price gain to €12.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 15% over the past year.
Upcoming Dividend • Jun 12Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.7%).
お知らせ • May 23The ICAPE Group Approves Dividend for the Year 2023, Payable on June 21, 2024The ICAPE Group announced that at its general meeting held on May 22, 2024, shareholders approved dividend payment of €0.20 per share for the 2023 financial year. The Board of Directors fixed June 19, 2024, as the detachment date for the dividend, with payment to take place on June 21, 2024.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €11.05, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Electronic industry in Germany. Total loss to shareholders of 30% over the past year.
Declared Dividend • Apr 23Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 19th June 2024 Payment date: 21st June 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (39% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 5.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €9.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in Germany. Total loss to shareholders of 41% over the past year.
Reported Earnings • Mar 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €179.5m (down 18% from FY 2022). Net income: €5.20m (down 30% from FY 2022). Profit margin: 2.9% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Mar 28Icape Holding S.A. Proposes Distribution of Ordinary Dividend for the 2023, Payable on June 21, 2024Board of Directors of Icape Holding S.A. decided to propose to the Annual General Meeting to be held on May 22, 2024, the distribution of an ordinary dividend in respect of the 2023 financial year of €0.20 per share, representing 39% of the consolidated net income generated in 2023. The detachment date for this dividend is scheduled for June 19, 2024, with payment on June 21, 2024.
お知らせ • Mar 27Icape Holding S.A. to Report Fiscal Year 2023 Final Results on Apr 05, 2024Icape Holding S.A. announced that they will report fiscal year 2023 final results on Apr 05, 2024
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €7.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Electronic industry in Germany. Total loss to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.41 per share.
New Risk • Feb 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €93.0m (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.6% operating cash flow to total debt). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (€93.0m market cap, or US$99.9m).
Reported Earnings • Oct 30First half 2023 earnings released: EPS: €0.22 (vs €0.12 in 1H 2022)First half 2023 results: EPS: €0.22 (up from €0.12 in 1H 2022). Revenue: €94.5m (down 12% from 1H 2022). Net income: €1.84m (up 173% from 1H 2022). Profit margin: 1.9% (up from 0.6% in 1H 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 12% growth forecast for the Electronic industry in Germany.
New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €91.4m (US$96.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). High level of non-cash earnings (21% accrual ratio). Minor Risks Dividend is not well covered by cash flows (381% cash payout ratio). Market cap is less than US$100m (€91.4m market cap, or US$96.6m).
Reported Earnings • Sep 28First half 2023 earnings releasedFirst half 2023 results: Revenue: €94.5m (down 14% from 1H 2022). Net income: €1.90m (up 100% from 1H 2022). Profit margin: 2.0% (up from 0.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
New Risk • Jul 31New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €15.65, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Electronic industry in Germany.
Reported Earnings • Mar 31Full year 2022 earnings releasedFull year 2022 results: Revenue: €219.6m (up 30% from FY 2021). Net income: €7.30m (up 198% from FY 2021). Profit margin: 3.3% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Feb 15Icape Group Provides Revenue Guidance for 2023 and 2024Icape Group provides earnings guidance for 2023 and 2024. The Group intends to pursue its external growth dynamics in the short and medium term by securing nearly €30 million additional revenue per year in 2023 and 2024, in order to benefit from the current consolidation of the PCB distribution market. ICAPE Group confirms all the commercial and financial objectives communicated at the time of its IPO.
お知らせ • Jan 04+ 2 more updatesIcape Holding S.A. to Report Fiscal Year 2022 Results on Mar 29, 2023Icape Holding S.A. announced that they will report fiscal year 2022 results on Mar 29, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Deputy CEO, CFO & Director Shora Rokni was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 08First half 2022 earnings releasedFirst half 2022 results: Net income: €900.0k (up €900.0k from 1H 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.