View ValuationIren 将来の成長Future 基準チェック /16Iren利益と収益がそれぞれ年間5%と4.1%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9.7% 5.5%なると予測されています。主要情報5.0%収益成長率5.53%EPS成長率Integrated Utilities 収益成長10.2%収益成長率4.1%将来の株主資本利益率9.65%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 20Dividend increased to €0.14Dividend of €0.14 is 8.0% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 5.3%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but not covered by cash flows (380% cash payout ratio). The dividend has increased by an average of 9.7% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 16Iren SpA, Annual General Meeting, May 21, 2026Iren SpA, Annual General Meeting, May 21, 2026, at 11:00 W. Europe Standard Time. Location: parma Italyお知らせ • Mar 25Iren SpA announces Annual dividend, payable on June 24, 2026Iren SpA announced Annual dividend of EUR 0.1386 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.お知らせ • Jan 01+ 2 more updatesIren SpA to Report First Half, 2026 Results on Jul 30, 2026Iren SpA announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Dec 24Iren SpA to Report Q4, 2025 Results on Mar 23, 2026Iren SpA announced that they will report Q4, 2025 results on Mar 23, 2026お知らせ • Mar 25Iren SpA announces Annual dividend, payable on June 25, 2025Iren SpA announced Annual dividend of EUR 0.1283 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.お知らせ • Mar 17Iren SpA, Annual General Meeting, Apr 24, 2025Iren SpA, Annual General Meeting, Apr 24, 2025, at 10:00 W. Europe Standard Time.お知らせ • Nov 16+ 3 more updatesIren SpA to Report First Half, 2025 Results on Jul 30, 2025Iren SpA announced that they will report first half, 2025 results on Jul 30, 2025Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: €0.037. Revenue: €1.48b (flat on 3Q 2023). Net income: €47.4m (up 40% from 3Q 2023). Profit margin: 3.2% (up from 2.3% in 3Q 2023). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jul 30Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €1.13b (flat on 2Q 2023). Net income: €22.8m (up 189% from 2Q 2023). Profit margin: 2.0% (up from 0.7% in 2Q 2023). Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to grow by 2.7%.Upcoming Dividend • Jul 15Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 22 July 2024. Payment date: 24 July 2024. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (6.0%).Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €1.57b (down 22% from 1Q 2023). Net income: €122.2m (down 9.5% from 1Q 2023). Profit margin: 7.8% (up from 6.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to grow by 1.1%.Buy Or Sell Opportunity • Apr 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.5% to €1.72. The fair value is estimated to be €2.16, 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 decline by 0.09% per annum. Earnings are forecast to grow by 5.9% per annum over the same time period.Buy Or Sell Opportunity • Apr 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €1.71. The fair value is estimated to be €2.19, 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 decline by 0.09% per annum. Earnings are forecast to grow by 5.9% per annum over the same time period.Reported Earnings • Mar 31Full year 2023 earnings releasedFull year 2023 results: Revenue: €6.49b (down 16% from FY 2022). Net income: €254.8m (up 13% from FY 2022). Profit margin: 3.9% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat.Buy Or Sell Opportunity • Feb 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to €1.74. The fair value is estimated to be €2.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.お知らせ • Dec 23+ 4 more updatesIren SpA to Report Q1, 2024 Results on May 09, 2024Iren SpA announced that they will report Q1, 2024 results on May 09, 2024Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: €0.026. Revenue: €1.47b (down 26% from 3Q 2022). Net income: €33.9m (up €29.5m from 3Q 2022). Profit margin: 2.3% (up from 0.2% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €0.006 (vs €0.012 in 2Q 2022)Second quarter 2023 results: EPS: €0.006 (down from €0.012 in 2Q 2022). Revenue: €1.19b (down 20% from 2Q 2022). Net income: €7.90m (down 47% from 2Q 2022). Profit margin: 0.7% (down from 1.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 5.8% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 12Upcoming dividend of €0.11 per share at 5.8% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (5.7%).Reported Earnings • Mar 25Full year 2022 earnings releasedFull year 2022 results: Revenue: €7.86b (up 61% from FY 2021). Net income: €226.0m (down 25% from FY 2021). Profit margin: 2.9% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 9.2% p.a. on average during the next 3 years compared to a 1.2% decline forecast for the Integrated Utilities industry in Europe.お知らせ • Jan 26Iren SpA to Report Nine Months, 2023 Results on Nov 09, 2023Iren SpA announced that they will report nine months, 2023 results on Nov 09, 2023お知らせ • Jan 25+ 3 more updatesIren SpA to Report First Half, 2023 Results on Jul 27, 2023Iren SpA announced that they will report first half, 2023 results on Jul 27, 2023Reported Earnings • Nov 07Third quarter 2022 earnings released: EPS: €0.003 (vs €0.038 in 3Q 2021)Third quarter 2022 results: EPS: €0.003 (down from €0.038 in 3Q 2021). Revenue: €1.97b (up 91% from 3Q 2021). Net income: €4.44m (down 91% from 3Q 2021). Profit margin: 0.2% (down from 4.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Buying Opportunity • Nov 03Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €1.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 1.4% per annum. Earnings is forecast to grow by 7.9% per annum over the same time period.Buying Opportunity • Sep 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be €1.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 0.5% per annum. Earnings is forecast to grow by 7.9% per annum over the same time period.Buying Opportunity • Aug 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €2.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 0.5% per annum. Earnings is forecast to grow by 7.9% per annum over the same time period.Reported Earnings • Aug 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €1.50b (up 68% from 2Q 2021). Net income: €15.0m (down 79% from 2Q 2021). Profit margin: 1.0% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 17% compared to a 5.1% growth forecast for the industry in Germany.Upcoming Dividend • Jul 11Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 18 July 2022. Payment date: 20 July 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 76%. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.5%). In line with average of industry peers (5.3%).Buying Opportunity • Jul 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be €2.46, 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 0.7% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period.Reported Earnings • May 21Full year 2021 earnings released: EPS: €0.24 (vs €0.18 in FY 2020)Full year 2021 results: EPS: €0.24 (up from €0.18 in FY 2020). Revenue: €4.87b (up 36% from FY 2020). Net income: €303.1m (up 27% from FY 2020). Profit margin: 6.2% (down from 6.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2% compared to a 2.1% decline 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 only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.12, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Integrated Utilities industry in Europe. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.26 per share.Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS €0.038 (vs €0.016 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.03b (up 39% from 3Q 2020). Net income: €48.3m (up 135% from 3Q 2020). Profit margin: 4.7% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS €0.057 (vs €0.038 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €909.6m (up 30% from 2Q 2020). Net income: €72.6m (up 48% from 2Q 2020). Profit margin: 8.0% (up from 7.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Jun 15Upcoming dividend of €0.095 per shareEligible shareholders must have bought the stock before 21 June 2021. Payment date: 23 June 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.5%).Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.094The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.14b (up 9.6% from 1Q 2020). Net income: €120.7m (up 44% from 1Q 2020). Profit margin: 11% (up from 8.1% 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 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Mar 27Full year 2020 earnings released: EPS €0.18 (vs €0.18 in FY 2019)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2020 results: Revenue: €3.54b (down 14% from FY 2019). Net income: €235.3m (flat on FY 2019). Profit margin: 6.7% (up from 5.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Jan 20+ 4 more updatesIren SpA to Report Nine Months, 2021 Results on Nov 11, 2021Iren SpA announced that they will report nine months, 2021 results on Nov 11, 2021Is New 90 Day High Low • Nov 28New 90-day high: €2.27The company is up 5.0% from its price of €2.16 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Integrated Utilities 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 €6.29 per share.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.016The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €886.3m (flat on 3Q 2019). Net income: €20.6m (down 49% from 3Q 2019). Profit margin: 2.3% (down from 4.5% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 5% per year.Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 9.9%, compared to a 4.2% growth forecast for the Integrated Utilities industry in Germany.Is New 90 Day High Low • Oct 11New 90-day low: €2.09The company is down 2.0% from its price of €2.13 on 13 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Integrated Utilities industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.37 per share.お知らせ • Jul 30Iren SpA (BIT:IRE) acquired SanremoLuce from Amaie S.p.A. for €6.2 million.Iren SpA (BIT:IRE) acquired SanremoLuce from Amaie S.p.A. for €6.2 million on November 21, 2019. Iren SpA (BIT:IRE) completed the acquisition of SanremoLuce from Amaie S.p.A. on November 21, 2019.業績と収益の成長予測DB:TZ8 - 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12/31/20287,103345241,190412/31/20276,947321991,097512/31/20266,8943101111,04753/31/20266,24229447977N/A12/31/20256,5203011521,078N/A9/30/20256,6852921421,026N/A6/30/20256,7863042451,123N/A3/31/20256,5272794361,286N/A12/31/20246,0132682531,083N/A9/30/20245,9372733231,201N/A6/30/20245,9342602751,131N/A3/31/20245,954245136977N/A12/31/20236,407255-186680N/A9/30/20236,7482622221,110N/A6/30/20237,232232-94822N/A3/31/20237,599243-206742N/A12/31/20227,7652261851,083N/A9/30/20227,462203-342507N/A6/30/20226,62824721838N/A3/31/20225,966301197974N/A12/31/20214,920303193950N/A9/30/20214,181327258995N/A6/30/20213,805300257967N/A3/31/20213,679276252930N/A12/31/20203,580239136821N/A9/30/20203,53419929643N/A6/30/20203,699218-43538N/A3/31/20203,89922017586N/A12/31/20194,094236N/A725N/A9/30/20194,259199N/A758N/A6/30/20194,180208N/A823N/A3/31/20193,994239N/A851N/A12/31/20183,810242N/A778N/A9/30/20183,715293N/A799N/A6/30/20183,583278N/A758N/A3/31/20183,526240N/A655N/A12/31/20173,532238N/A660N/A9/30/20173,465232N/A653N/A6/30/20173,359203N/A627N/A3/31/20173,270208N/A623N/A12/31/20163,096180N/A606N/A9/30/20162,978146N/A528N/A6/30/20162,906137N/A530N/A3/31/20162,912133N/A547N/A12/31/20152,950118N/A576N/A9/30/20152,82889N/A599N/A6/30/20152,800116N/A527N/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: TZ8の予測収益成長率 (年間5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: TZ8の収益 ( 5% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: TZ8の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TZ8の収益 ( 4.1% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: TZ8の収益 ( 4.1% ) 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: TZ8の 自己資本利益率 は、3年後には低くなると予測されています ( 9.7 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 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2026/05/24 16:28終値2026/05/22 00:00収益2026/03/31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Iren SpA 5 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。10 アナリスト機関Francesco SalaBanca Akros S.p.A. (ESN)Tommaso MarabiniBanca Akros S.p.A. (ESN)Francesco SalaBanca Akros S.p.A. (ESN)7 その他のアナリストを表示
Declared Dividend • May 20Dividend increased to €0.14Dividend of €0.14 is 8.0% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 5.3%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but not covered by cash flows (380% cash payout ratio). The dividend has increased by an average of 9.7% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 16Iren SpA, Annual General Meeting, May 21, 2026Iren SpA, Annual General Meeting, May 21, 2026, at 11:00 W. Europe Standard Time. Location: parma Italy
お知らせ • Mar 25Iren SpA announces Annual dividend, payable on June 24, 2026Iren SpA announced Annual dividend of EUR 0.1386 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.
お知らせ • Jan 01+ 2 more updatesIren SpA to Report First Half, 2026 Results on Jul 30, 2026Iren SpA announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Dec 24Iren SpA to Report Q4, 2025 Results on Mar 23, 2026Iren SpA announced that they will report Q4, 2025 results on Mar 23, 2026
お知らせ • Mar 25Iren SpA announces Annual dividend, payable on June 25, 2025Iren SpA announced Annual dividend of EUR 0.1283 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.
お知らせ • Mar 17Iren SpA, Annual General Meeting, Apr 24, 2025Iren SpA, Annual General Meeting, Apr 24, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Nov 16+ 3 more updatesIren SpA to Report First Half, 2025 Results on Jul 30, 2025Iren SpA announced that they will report first half, 2025 results on Jul 30, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: €0.037. Revenue: €1.48b (flat on 3Q 2023). Net income: €47.4m (up 40% from 3Q 2023). Profit margin: 3.2% (up from 2.3% in 3Q 2023). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jul 30Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €1.13b (flat on 2Q 2023). Net income: €22.8m (up 189% from 2Q 2023). Profit margin: 2.0% (up from 0.7% in 2Q 2023). Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to grow by 2.7%.
Upcoming Dividend • Jul 15Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 22 July 2024. Payment date: 24 July 2024. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (6.0%).
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €1.57b (down 22% from 1Q 2023). Net income: €122.2m (down 9.5% from 1Q 2023). Profit margin: 7.8% (up from 6.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to grow by 1.1%.
Buy Or Sell Opportunity • Apr 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.5% to €1.72. The fair value is estimated to be €2.16, 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 decline by 0.09% per annum. Earnings are forecast to grow by 5.9% per annum over the same time period.
Buy Or Sell Opportunity • Apr 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €1.71. The fair value is estimated to be €2.19, 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 decline by 0.09% per annum. Earnings are forecast to grow by 5.9% per annum over the same time period.
Reported Earnings • Mar 31Full year 2023 earnings releasedFull year 2023 results: Revenue: €6.49b (down 16% from FY 2022). Net income: €254.8m (up 13% from FY 2022). Profit margin: 3.9% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat.
Buy Or Sell Opportunity • Feb 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to €1.74. The fair value is estimated to be €2.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
お知らせ • Dec 23+ 4 more updatesIren SpA to Report Q1, 2024 Results on May 09, 2024Iren SpA announced that they will report Q1, 2024 results on May 09, 2024
Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: €0.026. Revenue: €1.47b (down 26% from 3Q 2022). Net income: €33.9m (up €29.5m from 3Q 2022). Profit margin: 2.3% (up from 0.2% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €0.006 (vs €0.012 in 2Q 2022)Second quarter 2023 results: EPS: €0.006 (down from €0.012 in 2Q 2022). Revenue: €1.19b (down 20% from 2Q 2022). Net income: €7.90m (down 47% from 2Q 2022). Profit margin: 0.7% (down from 1.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 5.8% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 12Upcoming dividend of €0.11 per share at 5.8% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (5.7%).
Reported Earnings • Mar 25Full year 2022 earnings releasedFull year 2022 results: Revenue: €7.86b (up 61% from FY 2021). Net income: €226.0m (down 25% from FY 2021). Profit margin: 2.9% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 9.2% p.a. on average during the next 3 years compared to a 1.2% decline forecast for the Integrated Utilities industry in Europe.
お知らせ • Jan 26Iren SpA to Report Nine Months, 2023 Results on Nov 09, 2023Iren SpA announced that they will report nine months, 2023 results on Nov 09, 2023
お知らせ • Jan 25+ 3 more updatesIren SpA to Report First Half, 2023 Results on Jul 27, 2023Iren SpA announced that they will report first half, 2023 results on Jul 27, 2023
Reported Earnings • Nov 07Third quarter 2022 earnings released: EPS: €0.003 (vs €0.038 in 3Q 2021)Third quarter 2022 results: EPS: €0.003 (down from €0.038 in 3Q 2021). Revenue: €1.97b (up 91% from 3Q 2021). Net income: €4.44m (down 91% from 3Q 2021). Profit margin: 0.2% (down from 4.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Buying Opportunity • Nov 03Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €1.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 1.4% per annum. Earnings is forecast to grow by 7.9% per annum over the same time period.
Buying Opportunity • Sep 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be €1.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 0.5% per annum. Earnings is forecast to grow by 7.9% per annum over the same time period.
Buying Opportunity • Aug 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €2.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 0.5% per annum. Earnings is forecast to grow by 7.9% per annum over the same time period.
Reported Earnings • Aug 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €1.50b (up 68% from 2Q 2021). Net income: €15.0m (down 79% from 2Q 2021). Profit margin: 1.0% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 17% compared to a 5.1% growth forecast for the industry in Germany.
Upcoming Dividend • Jul 11Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 18 July 2022. Payment date: 20 July 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 76%. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.5%). In line with average of industry peers (5.3%).
Buying Opportunity • Jul 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be €2.46, 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 0.7% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period.
Reported Earnings • May 21Full year 2021 earnings released: EPS: €0.24 (vs €0.18 in FY 2020)Full year 2021 results: EPS: €0.24 (up from €0.18 in FY 2020). Revenue: €4.87b (up 36% from FY 2020). Net income: €303.1m (up 27% from FY 2020). Profit margin: 6.2% (down from 6.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2% compared to a 2.1% decline 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 only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.12, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Integrated Utilities industry in Europe. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.26 per share.
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS €0.038 (vs €0.016 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.03b (up 39% from 3Q 2020). Net income: €48.3m (up 135% from 3Q 2020). Profit margin: 4.7% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS €0.057 (vs €0.038 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €909.6m (up 30% from 2Q 2020). Net income: €72.6m (up 48% from 2Q 2020). Profit margin: 8.0% (up from 7.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Jun 15Upcoming dividend of €0.095 per shareEligible shareholders must have bought the stock before 21 June 2021. Payment date: 23 June 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.5%).
Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.094The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.14b (up 9.6% from 1Q 2020). Net income: €120.7m (up 44% from 1Q 2020). Profit margin: 11% (up from 8.1% 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 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €0.18 (vs €0.18 in FY 2019)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2020 results: Revenue: €3.54b (down 14% from FY 2019). Net income: €235.3m (flat on FY 2019). Profit margin: 6.7% (up from 5.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Jan 20+ 4 more updatesIren SpA to Report Nine Months, 2021 Results on Nov 11, 2021Iren SpA announced that they will report nine months, 2021 results on Nov 11, 2021
Is New 90 Day High Low • Nov 28New 90-day high: €2.27The company is up 5.0% from its price of €2.16 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Integrated Utilities 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 €6.29 per share.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.016The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €886.3m (flat on 3Q 2019). Net income: €20.6m (down 49% from 3Q 2019). Profit margin: 2.3% (down from 4.5% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 5% per year.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 9.9%, compared to a 4.2% growth forecast for the Integrated Utilities industry in Germany.
Is New 90 Day High Low • Oct 11New 90-day low: €2.09The company is down 2.0% from its price of €2.13 on 13 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Integrated Utilities industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.37 per share.
お知らせ • Jul 30Iren SpA (BIT:IRE) acquired SanremoLuce from Amaie S.p.A. for €6.2 million.Iren SpA (BIT:IRE) acquired SanremoLuce from Amaie S.p.A. for €6.2 million on November 21, 2019. Iren SpA (BIT:IRE) completed the acquisition of SanremoLuce from Amaie S.p.A. on November 21, 2019.