AS Infortar（INF1T）株式概要ASインフォルターは、その子会社とともに、エストニア、フィンランド、リトアニア、ラトビア、その他の欧州連合、および国際的な海運、エネルギー、不動産部門で事業を展開している。 詳細INF1T ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性2/6配当金4/6報酬当社が推定した公正価値より95.8%で取引されている リスク分析利益率(4.6%)は昨年より低い(8.6%) 多額の負債を抱えている すべてのリスクチェックを見るINF1T Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€48.0052.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7m2b2016201920222025202620282031Revenue €1.9bEarnings €87.9mAdvancedSet Fair ValueView all narrativesAS Infortar 競合他社AS Tallinna VesiSymbol: TLSE:TVE1TMarket cap: €220.0mAygazSymbol: IBSE:AYGAZMarket cap: ₺55.0bMahanagar GasSymbol: NSEI:MGLMarket cap: ₹104.2bSuperior PlusSymbol: TSX:SPBMarket cap: CA$1.7b価格と性能株価の高値、安値、推移の概要AS Infortar過去の株価現在の株価€48.0052週高値€50.2052週安値€40.30ベータ-0.121ヶ月の変化3.23%3ヶ月変化6.67%1年変化0.84%3年間の変化n/a5年間の変化n/aIPOからの変化83.91%最新ニュースDeclared Dividend • May 16Dividend of €1.51 announcedShareholders will receive a dividend of €1.51. Ex-date: 7th July 2026 Payment date: 15th July 2026 Dividend yield will be 6.3%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is less than the 78% EPS decline seen over the last 5 years.お知らせ • May 14AS Infortar, Annual General Meeting, Jun 04, 2026AS Infortar, Annual General Meeting, Jun 04, 2026, at 11:00 FLE Standard Time. Location: conference centre of tallink spa &, conference hotel at sadama 11a, tallinn, EstoniaReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.61 (vs €0.22 loss in 1Q 2025)First quarter 2026 results: EPS: €0.61 (up from €0.22 loss in 1Q 2025). Revenue: €505.0m (up 13% from 1Q 2025). Net income: €12.8m (up €17.3m from 1Q 2025). Profit margin: 2.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.お知らせ • May 04as Infortar Announces Dividend for the Financial Year 2025, Payable in July and December 2026AS Infortar announced that in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; a pass-through of the dividend received from AS Tallink Grupp, amounting to EUR 1.48 per share; an additional dividend 0.54 euros per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21 166 239 from which the company’s own shares shall be deducted.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.54 (vs €9.36 in FY 2024)Full year 2025 results: EPS: €3.54 (down from €9.36 in FY 2024). Revenue: €1.84b (up 34% from FY 2024). Net income: €72.7m (down 62% from FY 2024). Profit margin: 4.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses.お知らせ • Feb 25AS Infortar Announces Dividend Paid in Two Instalments for the Financial Year 2025 , Payable on July 2026 and December 2026 RespectivelyAS Infortar announced in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; the dividend received from AS Tallink Grupp, EUR 1.48 per share; an additional dividend EUR 0.54 per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21,166,239 from which the company’s own shares shall be deducted.最新情報をもっと見るRecent updatesDeclared Dividend • May 16Dividend of €1.51 announcedShareholders will receive a dividend of €1.51. Ex-date: 7th July 2026 Payment date: 15th July 2026 Dividend yield will be 6.3%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is less than the 78% EPS decline seen over the last 5 years.お知らせ • May 14AS Infortar, Annual General Meeting, Jun 04, 2026AS Infortar, Annual General Meeting, Jun 04, 2026, at 11:00 FLE Standard Time. Location: conference centre of tallink spa &, conference hotel at sadama 11a, tallinn, EstoniaReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.61 (vs €0.22 loss in 1Q 2025)First quarter 2026 results: EPS: €0.61 (up from €0.22 loss in 1Q 2025). Revenue: €505.0m (up 13% from 1Q 2025). Net income: €12.8m (up €17.3m from 1Q 2025). Profit margin: 2.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.お知らせ • May 04as Infortar Announces Dividend for the Financial Year 2025, Payable in July and December 2026AS Infortar announced that in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; a pass-through of the dividend received from AS Tallink Grupp, amounting to EUR 1.48 per share; an additional dividend 0.54 euros per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21 166 239 from which the company’s own shares shall be deducted.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.54 (vs €9.36 in FY 2024)Full year 2025 results: EPS: €3.54 (down from €9.36 in FY 2024). Revenue: €1.84b (up 34% from FY 2024). Net income: €72.7m (down 62% from FY 2024). Profit margin: 4.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses.お知らせ • Feb 25AS Infortar Announces Dividend Paid in Two Instalments for the Financial Year 2025 , Payable on July 2026 and December 2026 RespectivelyAS Infortar announced in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; the dividend received from AS Tallink Grupp, EUR 1.48 per share; an additional dividend EUR 0.54 per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21,166,239 from which the company’s own shares shall be deducted.お知らせ • Dec 02+ 3 more updatesAS Infortar to Report Nine Months, 2026 Results on Nov 02, 2026AS Infortar announced that they will report nine months, 2026 results on Nov 02, 2026お知らせ • Nov 28AS Infortar Announces Appointment of Priit Tamme as Member Supervisory Board of Subsidiary AS Elenger Grupp, as of December 1, 2025AS Infortar announced that the membership of the Supervisory Board of subsidiary AS Elenger Grupp is changing. As of December 1, 2025 Priit Tamme is appointed as a member Supervisory Board based on a resolution of the sole shareholder of AS Elenger Grupp. The Supervisory Board of AS Elenger Grupp will continue with five members. PROFESSIONAL EXPERIENCE of Priit Tamme is Aktsiaselts Infortar: September 2023 - present, Deputy Managing Director. AS SEB Pank: October 2021 - September 2023; Head of Corporate Clients Department. Elenger Polska Sp. z o.o.: December 2024 - present, Member of the Supervisory Board. Elenger Dystrybucja Sp. z o.o.: December 2024 - present, Member of the Supervisory Board. Estonia Farmid OÜ: July 2025 - present, Member of the Management Board. Osaühing ESTONIA: July 2025 - present, Member of the Supervisory Board. KABALA AGRO OSAÜHING: July 2025 - present. Member of the Supervisory Board: Ü Halinga: April 2024 - present, Member of the Supervisory Board. Tallinna Raamatutrükikoja Osaühing, October 2024 - present, Member of the Supervisory Board. AS INF T: January 2025 - present, Member of the Supervisory Board.Upcoming Dividend • Nov 26Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 03 December 2025. Payment date: 15 December 2025. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Estonian dividend payers (6.9%). Higher than average of industry peers (5.7%).分析記事 • Nov 26AS Infortar (TAL:INF1T) Is Due To Pay A Dividend Of €1.50AS Infortar's ( TAL:INF1T ) investors are due to receive a payment of €1.50 per share on 15th of December. The dividend...お知らせ • Nov 26Aktsiaselts Infortar Announces Second Installment of Dividends for the Financial Year 2024, Payable on 15 December 2025Aktsiaselts Infortar will pay the second instalment of dividends for the 2024 financial year in the net amount 1.5 euros per share. List of shareholders entitled to dividends will be recorded on 4 December 2025 at the end of the business day of the settlement system of the securities registrar (record-date). The day of change of the rights related to the shares (ex-date) is 3 December 2025. From this date onwards, persons acquiring shares will not be entitled to receive dividends for the financial year 2024 on 15 December 2025. Dividend shall be paid to the Shareholders on 15 December 2025 by transfer to the bank account.分析記事 • Nov 13We Think That There Are More Issues For AS Infortar (TAL:INF1T) Than Just Sluggish EarningsAS Infortar's ( TAL:INF1T ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...分析記事 • Nov 06Is AS Infortar (TAL:INF1T) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: €2.84 (vs €5.50 in 3Q 2024)Third quarter 2025 results: EPS: €2.84 (down from €5.50 in 3Q 2024). Revenue: €467.7m (up 34% from 3Q 2024). Net income: €59.1m (down 47% from 3Q 2024). Profit margin: 13% (down from 32% in 3Q 2024).Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: €0.12 (vs €0.54 in 2Q 2024)Second quarter 2025 results: EPS: €0.12 (down from €0.54 in 2Q 2024). Revenue: €504.5m (up 148% from 2Q 2024). Net income: €1.93m (down 82% from 2Q 2024). Profit margin: 0.4% (down from 5.4% in 2Q 2024).分析記事 • Jul 17AS Infortar (TAL:INF1T) Has Announced A Dividend Of €1.50AS Infortar ( TAL:INF1T ) has announced that it will pay a dividend of €1.50 per share on the 15th of December. The...Declared Dividend • Jul 16Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 3rd December 2025 Payment date: 15th December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). 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. The company's earnings per share (EPS) would need to decline by 45% to shift the payout ratio to a potentially unsustainable range, which is similar to the EPS decline seen over the last 5 years.お知らせ • Jul 16AS Infortar (TLSE:INF1T) acquired remaining 10% stake in OU INF Saue from Lumi Partners JV1 OÜ.AS Infortar (TLSE:INF1T) acquired remaining 10% stake in OU INF Saue from Lumi Partners JV1 OÜ on July 15, 2025. AS Infortar (TLSE:INF1T) completed the acquisition of remaining 10% stake in OU INF Saue from Lumi Partners JV1 OÜ on July 15, 2025.Upcoming Dividend • Jun 26Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 6.3%. Within top quartile of Estonian dividend payers (6.2%). In line with average of industry peers (5.9%).お知らせ • Jun 05AS Infortar, Annual General Meeting, Jun 04, 2025AS Infortar, Annual General Meeting, Jun 04, 2025, at 11:00 FLE Standard Time. Location: the conference centre of tallink spa, & conference hotel at sadama 11a, Estonia分析記事 • May 14AS Infortar (TAL:INF1T) Posted Weak Earnings But There Is More To Worry AboutAS Infortar's ( TAL:INF1T ) stock wasn't much affected by its recent lackluster earnings numbers. We did some analysis...Reported Earnings • May 02Full year 2024 earnings released: EPS: €9.36 (vs €14.62 in FY 2023)Full year 2024 results: EPS: €9.36 (down from €14.62 in FY 2023). Revenue: €1.37b (up 27% from FY 2023). Net income: €191.3m (down 35% from FY 2023). Profit margin: 14% (down from 27% in FY 2023).Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €46.80. The fair value is estimated to be €38.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 83%.New Risk • Mar 03New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin).New Risk • Feb 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 534% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Large one-off items impacting financial results.New Risk • Feb 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin).Reported Earnings • Feb 26Full year 2024 earnings released: EPS: €8.46 (vs €14.62 in FY 2023)Full year 2024 results: EPS: €8.46 (down from €14.62 in FY 2023). Revenue: €1.37b (up 27% from FY 2023). Net income: €172.9m (down 41% from FY 2023). Profit margin: 13% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses.分析記事 • Feb 21Is AS Infortar (TAL:INF1T) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Nov 28+ 3 more updatesInfortar AS to Report Q1, 2025 Results on May 05, 2025Infortar AS announced that they will report Q1, 2025 results on May 05, 2025Upcoming Dividend • Nov 25Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 12 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 6.7%. Lower than top quartile of Estonian dividend payers (6.9%). In line with average of industry peers (6.6%).お知らせ • Nov 19Aktsiaselts Infortar Announces Second Installment of Dividends for the Year 2023, Payable on December 12, 2024Aktsiaselts Infortar will pay the second installment of dividends for the 2023 financial year in the net amount EUR 1.5 per share. List of shareholders entitled to dividends will be recorded on 3 December 2024 at the end of the business day of the settlement system of the securities registrar (record-date). Consequently, the day of change of the rights related to the shares (ex-date) is 2 December 2024.From this date onwards, individuals acquiring shares will not be entitled to receive dividends for the financial year 2023 on 12 December 2024. Dividend shall be paid to the Shareholders on 12 December 2024 by transfer to the bank account.分析記事 • Nov 12We Believe That Infortar's (TAL:INF1T) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInfortar AS' ( TAL:INF1T ) weak earnings were disregarded by the market. Despite the market responding positively, we...分析記事 • Nov 05We Think Infortar (TAL:INF1T) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Nov 05New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 67% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (3.6% average weekly change). Large one-off items impacting financial results.Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: €5.50 (vs €29.47 in 3Q 2023)Third quarter 2024 results: EPS: €5.50 (down from €29.47 in 3Q 2023). Revenue: €349.5m (up 87% from 3Q 2023). Net income: €111.1m (down 40% from 3Q 2023). Profit margin: 32% (down from 100% in 3Q 2023).お知らせ • Oct 16Infortar AS (TLSE:INF1T) completed the acqusition of Tallinna Raamatutrukikoja Osauhing from ViroInvestment OÜ.Infortar AS (TLSE:INF1T) signed a share purchase agreement to acquire Tallinna Raamatutrukikoja Osauhing from ViroInvestment OÜ on September 13, 2024. The transaction is not considered as a transaction beyond everyday economic activities or a transaction of a significant importance, nor it is regarded as a transaction with related persons, under the "Requirements for Issuers" section of the NASDAQ Tallinn Stock Exchange rules. The members of the Supervisory Board and the Management Board of Aktsiaselts Infortar have no personal interest in the transaction in any other way. According to the agreement, obtaining approval from the Competition Authority and completion of additional operations are preconditions for closing of the transaction. The transaction does not have a significant impact on Aktsiaselts Infortar's activities. Infortar AS (TLSE:INF1T) completed the acqusition of Tallinna Raamatutrukikoja Osauhing from ViroInvestment OÜ on October 16, 2024. The Competition Authority has granted a merger permit to complete the transaction after fulfilling additional operations and preconditions.Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: €0.50 (vs €29.47 in 2Q 2023)Second quarter 2024 results: EPS: €0.50 (down from €29.47 in 2Q 2023). Revenue: €203.6m (up 9.1% from 2Q 2023). Net income: €10.9m (down 94% from 2Q 2023). Profit margin: 5.4% (down from 100% in 2Q 2023).お知らせ • Jun 18Infortar AS (TLSE:INF1T) intended to make a voluntary takeover offer to acquire remaining 53.26% stake in AS Tallink Grupp (TLSE:TAL1T) from Baltic Cruises Holding, L.P., Baltic Cruises Investment L.P., Citigroup Venture Capital International Investment GP Limited, Luksusjaht AS, Mersok OÜ, and Clearstream Banking AG for approximately €217 million.Infortar AS (TLSE:INF1T) intended to make a voluntary takeover offer to acquire remaining 53.26% stake in AS Tallink Grupp (TLSE:TAL1T) from Baltic Cruises Holding, L.P., Baltic Cruises Investment L.P., Citigroup Venture Capital International Investment GP Limited, Luksusjaht AS, Mersok OÜ, and Clearstream Banking AG for approximately €217 million on June 17, 2024. The Offeror makes the Offer with the price of €0.55 per one Tallink share. Upon completion, Infortar AS will own 100% stake in AS Tallink Grupp. The Offer takes place as a voluntary takeover offer and the Offeror is not obliged to conduct the Offer under § 166 of the Estonian Securities Market Act. In accordance, the Offeror shall submit the Prospectus and the Offer notice to the Estonian Financial Supervision and Resolution Authority (“ EFSA ”) for approval. The Prospectus and Offer notice shall be published at a date determined by EFSA after their approval, however, the Offeror intends to start the Offer in the beginning of July 2024 and the Offer is intended to last for 35 days. The Offer shall be made in accordance with the laws of the Republic of Estonia and will not be subject to any review or approval by any foreign regulatory authority.お知らせ • May 17Infortar AS (TLSE:INF1T) acquired an additional 3.5% stake in AS Tallink Grupp (TLSE:TAL1T) for €16.7 million.Infortar AS (TLSE:INF1T) acquired an additional 3.5% stake in AS Tallink Grupp (TLSE:TAL1T) for €16.7 million on May 14, 2024. As part of acquisition, 26,030,390 shares were acquired for €0.64 per share. Infortar now owns 46.74% stake in AS Tallink. Infortar AS (TLSE:INF1T) completed the acquisition of additional 3.5% stake in AS Tallink Grupp (TLSE:TAL1T) on May 14, 2024.分析記事 • May 02There May Be Underlying Issues With The Quality Of Infortar's (TAL:INF1T) EarningsInfortar AS ( TAL:INF1T ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...Reported Earnings • Apr 28Full year 2023 earnings released: EPS: €14.62 (vs €15.23 in FY 2022)Full year 2023 results: EPS: €14.62. Revenue: €1.08b (up 2.9% from FY 2022). Net income: €293.8m (up 206% from FY 2022). Profit margin: 27% (up from 9.1% in FY 2022).お知らせ • Apr 26Infortar AS, Annual General Meeting, May 20, 2024Infortar AS, Annual General Meeting, May 20, 2024, at 11:00 E. Europe Standard Time. Location: centre of Tallink SPA & Conference Hotel at Sadama Tallinn Estonia Agenda: To Approve the 2023 Annual Report of Aktsiaselts Infortar submitted by the Management Board; to Approve the distribution of profit ; to extend the authorisation of the Supervisory Board Member ; to Approve the Issue of Options to members of the Supervisory Board under the Option Plan approved by the resolution of the General Meeting of Shareholders of 15 June 2021; to appoint the company of auditors KPMG Baltics OÜ to conduct the audit of Aktsiaselts Infortar in the financial year 2024 and to remunerate the work according to the audit contract to be concluded with the auditor; and to consider other matters.お知らせ • Apr 25Infortar AS Proposes Dividend, Payable on 12 June 2024 and 12 December 2024 RespectivelyInfortar AS announced at the AGM to be held on May 20, 2024, proposed Pay the Shareholders dividend 3 euros per share. Dividend shall be paid in two parts as follows: 1.5 euros per share shall be paid to the Shareholders who have been entered in the list of Shareholders on 3 June 2024 at the end of the business day of the settlement system of the securities registrar (record-date). Consequently, the day of change of the rights related to the shares (ex-date) is 31 May 2024. Dividend shall be paid to the Shareholders on 12 June 2024 by transfer to the bank account of the Shareholder; 1.5 euros per share shall be paid to the Shareholders who have been entered in the list of Shareholders on 3 December 2024 at the end of the business day of the settlement system of the securities registrar (record-date). Consequently, the day of change of the rights related to the shares (ex-date) is 2 December 2024. Dividend shall be paid to the Shareholders on 12 December 2024 by transfer to the bank account of the Shareholder.New Risk • Apr 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Estonian stocks, typically moving 7.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.1% average weekly change). Minor Risk High level of debt (42% net debt to equity).分析記事 • Mar 15Infortar AS (TAL:INF1T) Surges 34% Yet Its Low P/E Is No Reason For ExcitementThe Infortar AS ( TAL:INF1T ) share price has done very well over the last month, posting an excellent gain of 34...Reported Earnings • Feb 29Full year 2023 earnings released: EPS: €14.62 (vs €15.23 in FY 2022)Full year 2023 results: EPS: €14.62. Revenue: €1.08b (up 2.9% from FY 2022). Net income: €293.8m (up 206% from FY 2022). Profit margin: 27% (up from 9.1% in FY 2022). The increase in margin was primarily driven by lower expenses.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €33.20, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 10x in the Gas Utilities industry in Europe.お知らせ • Dec 31Infortar AS to Report Fiscal Year 2023 Results on Feb 26, 2024Infortar AS announced that they will report fiscal year 2023 results on Feb 26, 2024お知らせ • Dec 30+ 2 more updatesInfortar AS to Report Nine Months, 2024 Results on Nov 04, 2024Infortar AS announced that they will report nine months, 2024 results on Nov 04, 2024株主還元INF1TEE Gas UtilitiesEE 市場7D0.8%4.4%-0.6%1Y0.8%22.9%-4.5%株主還元を見る業界別リターン: INF1T過去 1 年間で22.9 % の収益を上げたEE Gas Utilities業界を下回りました。リターン対市場: INF1T過去 1 年間で-4.5 % の収益を上げたEE市場を上回りました。価格変動Is INF1T's price volatile compared to industry and market?INF1T volatilityINF1T Average Weekly Movement1.1%Gas Utilities Industry Average Movement3.5%Market Average Movement2.6%10% most volatile stocks in EE Market4.4%10% least volatile stocks in EE Market1.3%安定した株価: INF1T 、 EE市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: INF1Tの 週次ボラティリティ ( 1% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19976,288Ain Hanschmidtwww.infortar.eeASインフォルタは、子会社とともに、エストニア、フィンランド、リトアニア、ラトビア、欧州連合域内、および国際的な海運、エネルギー、不動産部門で事業を展開している。同社は、海運、エネルギー、不動産、その他の分野で事業を展開している。天然ガスの販売・取引、インフラ整備、生産、ソーラーパークで発電されたグリーン電力を含む電力の販売、国際エネルギー取引、バイオメタン生産に携わっている。また、ホテル、オフィスビル、物流センターなどの不動産賃貸・開発も行っている。さらに、エンジニアリング、建設資材、印刷サービスの提供、テニスセンターの運営も行っている。ASインフォルタは1997年に設立され、エストニアのタリンに本社を置いている。もっと見るAS Infortar 基礎のまとめAS Infortar の収益と売上を時価総額と比較するとどうか。INF1T 基礎統計学時価総額€989.84m収益（TTM）€87.85m売上高(TTM)€1.89b11.3xPER（株価収益率0.5xP/SレシオINF1T は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計INF1T 損益計算書（TTM）収益€1.89b売上原価€1.62b売上総利益€273.14mその他の費用€185.29m収益€87.85m直近の収益報告Mar 31, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）4.26グロス・マージン14.42%純利益率4.64%有利子負債／自己資本比率79.8%INF1T の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.3%現在の配当利回り71%配当性向INF1T 配当は確実ですか？INF1T 配当履歴とベンチマークを見るINF1T 、いつまでに購入すれば配当金を受け取れますか？AS Infortar 配当日配当落ち日Jul 07 2026配当支払日Jul 15 2026配当落ちまでの日数43 days配当支払日までの日数51 daysINF1T 配当は確実ですか？INF1T 配当履歴とベンチマークを見るView Valuation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 19:04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AS Infortar 0 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。0
Declared Dividend • May 16Dividend of €1.51 announcedShareholders will receive a dividend of €1.51. Ex-date: 7th July 2026 Payment date: 15th July 2026 Dividend yield will be 6.3%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is less than the 78% EPS decline seen over the last 5 years.
お知らせ • May 14AS Infortar, Annual General Meeting, Jun 04, 2026AS Infortar, Annual General Meeting, Jun 04, 2026, at 11:00 FLE Standard Time. Location: conference centre of tallink spa &, conference hotel at sadama 11a, tallinn, Estonia
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.61 (vs €0.22 loss in 1Q 2025)First quarter 2026 results: EPS: €0.61 (up from €0.22 loss in 1Q 2025). Revenue: €505.0m (up 13% from 1Q 2025). Net income: €12.8m (up €17.3m from 1Q 2025). Profit margin: 2.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.
お知らせ • May 04as Infortar Announces Dividend for the Financial Year 2025, Payable in July and December 2026AS Infortar announced that in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; a pass-through of the dividend received from AS Tallink Grupp, amounting to EUR 1.48 per share; an additional dividend 0.54 euros per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21 166 239 from which the company’s own shares shall be deducted.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.54 (vs €9.36 in FY 2024)Full year 2025 results: EPS: €3.54 (down from €9.36 in FY 2024). Revenue: €1.84b (up 34% from FY 2024). Net income: €72.7m (down 62% from FY 2024). Profit margin: 4.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses.
お知らせ • Feb 25AS Infortar Announces Dividend Paid in Two Instalments for the Financial Year 2025 , Payable on July 2026 and December 2026 RespectivelyAS Infortar announced in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; the dividend received from AS Tallink Grupp, EUR 1.48 per share; an additional dividend EUR 0.54 per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21,166,239 from which the company’s own shares shall be deducted.
Declared Dividend • May 16Dividend of €1.51 announcedShareholders will receive a dividend of €1.51. Ex-date: 7th July 2026 Payment date: 15th July 2026 Dividend yield will be 6.3%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is less than the 78% EPS decline seen over the last 5 years.
お知らせ • May 14AS Infortar, Annual General Meeting, Jun 04, 2026AS Infortar, Annual General Meeting, Jun 04, 2026, at 11:00 FLE Standard Time. Location: conference centre of tallink spa &, conference hotel at sadama 11a, tallinn, Estonia
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.61 (vs €0.22 loss in 1Q 2025)First quarter 2026 results: EPS: €0.61 (up from €0.22 loss in 1Q 2025). Revenue: €505.0m (up 13% from 1Q 2025). Net income: €12.8m (up €17.3m from 1Q 2025). Profit margin: 2.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.
お知らせ • May 04as Infortar Announces Dividend for the Financial Year 2025, Payable in July and December 2026AS Infortar announced that in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; a pass-through of the dividend received from AS Tallink Grupp, amounting to EUR 1.48 per share; an additional dividend 0.54 euros per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21 166 239 from which the company’s own shares shall be deducted.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.54 (vs €9.36 in FY 2024)Full year 2025 results: EPS: €3.54 (down from €9.36 in FY 2024). Revenue: €1.84b (up 34% from FY 2024). Net income: €72.7m (down 62% from FY 2024). Profit margin: 4.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses.
お知らせ • Feb 25AS Infortar Announces Dividend Paid in Two Instalments for the Financial Year 2025 , Payable on July 2026 and December 2026 RespectivelyAS Infortar announced in accordance with the dividend policy, the objective is to pay dividends of at least EUR 1 per share per financial year. Dividend payments are made in two instalments. The Management Board of Infortar Group intends, in coordination with the Supervisory Board, to propose a dividend of EUR 3.02 per share for the 2025 financial year. According to the proposal, the payments will be made in July and December 2026. The dividend consists of three components: EUR 1 per share, paid in accordance with the dividend policy; the dividend received from AS Tallink Grupp, EUR 1.48 per share; an additional dividend EUR 0.54 per share, paid based on the 2025 financial results. The total number of Infortar shares amounts to 21,166,239 from which the company’s own shares shall be deducted.
お知らせ • Dec 02+ 3 more updatesAS Infortar to Report Nine Months, 2026 Results on Nov 02, 2026AS Infortar announced that they will report nine months, 2026 results on Nov 02, 2026
お知らせ • Nov 28AS Infortar Announces Appointment of Priit Tamme as Member Supervisory Board of Subsidiary AS Elenger Grupp, as of December 1, 2025AS Infortar announced that the membership of the Supervisory Board of subsidiary AS Elenger Grupp is changing. As of December 1, 2025 Priit Tamme is appointed as a member Supervisory Board based on a resolution of the sole shareholder of AS Elenger Grupp. The Supervisory Board of AS Elenger Grupp will continue with five members. PROFESSIONAL EXPERIENCE of Priit Tamme is Aktsiaselts Infortar: September 2023 - present, Deputy Managing Director. AS SEB Pank: October 2021 - September 2023; Head of Corporate Clients Department. Elenger Polska Sp. z o.o.: December 2024 - present, Member of the Supervisory Board. Elenger Dystrybucja Sp. z o.o.: December 2024 - present, Member of the Supervisory Board. Estonia Farmid OÜ: July 2025 - present, Member of the Management Board. Osaühing ESTONIA: July 2025 - present, Member of the Supervisory Board. KABALA AGRO OSAÜHING: July 2025 - present. Member of the Supervisory Board: Ü Halinga: April 2024 - present, Member of the Supervisory Board. Tallinna Raamatutrükikoja Osaühing, October 2024 - present, Member of the Supervisory Board. AS INF T: January 2025 - present, Member of the Supervisory Board.
Upcoming Dividend • Nov 26Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 03 December 2025. Payment date: 15 December 2025. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Estonian dividend payers (6.9%). Higher than average of industry peers (5.7%).
分析記事 • Nov 26AS Infortar (TAL:INF1T) Is Due To Pay A Dividend Of €1.50AS Infortar's ( TAL:INF1T ) investors are due to receive a payment of €1.50 per share on 15th of December. The dividend...
お知らせ • Nov 26Aktsiaselts Infortar Announces Second Installment of Dividends for the Financial Year 2024, Payable on 15 December 2025Aktsiaselts Infortar will pay the second instalment of dividends for the 2024 financial year in the net amount 1.5 euros per share. List of shareholders entitled to dividends will be recorded on 4 December 2025 at the end of the business day of the settlement system of the securities registrar (record-date). The day of change of the rights related to the shares (ex-date) is 3 December 2025. From this date onwards, persons acquiring shares will not be entitled to receive dividends for the financial year 2024 on 15 December 2025. Dividend shall be paid to the Shareholders on 15 December 2025 by transfer to the bank account.
分析記事 • Nov 13We Think That There Are More Issues For AS Infortar (TAL:INF1T) Than Just Sluggish EarningsAS Infortar's ( TAL:INF1T ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
分析記事 • Nov 06Is AS Infortar (TAL:INF1T) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: €2.84 (vs €5.50 in 3Q 2024)Third quarter 2025 results: EPS: €2.84 (down from €5.50 in 3Q 2024). Revenue: €467.7m (up 34% from 3Q 2024). Net income: €59.1m (down 47% from 3Q 2024). Profit margin: 13% (down from 32% in 3Q 2024).
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: €0.12 (vs €0.54 in 2Q 2024)Second quarter 2025 results: EPS: €0.12 (down from €0.54 in 2Q 2024). Revenue: €504.5m (up 148% from 2Q 2024). Net income: €1.93m (down 82% from 2Q 2024). Profit margin: 0.4% (down from 5.4% in 2Q 2024).
分析記事 • Jul 17AS Infortar (TAL:INF1T) Has Announced A Dividend Of €1.50AS Infortar ( TAL:INF1T ) has announced that it will pay a dividend of €1.50 per share on the 15th of December. The...
Declared Dividend • Jul 16Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 3rd December 2025 Payment date: 15th December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). 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. The company's earnings per share (EPS) would need to decline by 45% to shift the payout ratio to a potentially unsustainable range, which is similar to the EPS decline seen over the last 5 years.
お知らせ • Jul 16AS Infortar (TLSE:INF1T) acquired remaining 10% stake in OU INF Saue from Lumi Partners JV1 OÜ.AS Infortar (TLSE:INF1T) acquired remaining 10% stake in OU INF Saue from Lumi Partners JV1 OÜ on July 15, 2025. AS Infortar (TLSE:INF1T) completed the acquisition of remaining 10% stake in OU INF Saue from Lumi Partners JV1 OÜ on July 15, 2025.
Upcoming Dividend • Jun 26Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 6.3%. Within top quartile of Estonian dividend payers (6.2%). In line with average of industry peers (5.9%).
お知らせ • Jun 05AS Infortar, Annual General Meeting, Jun 04, 2025AS Infortar, Annual General Meeting, Jun 04, 2025, at 11:00 FLE Standard Time. Location: the conference centre of tallink spa, & conference hotel at sadama 11a, Estonia
分析記事 • May 14AS Infortar (TAL:INF1T) Posted Weak Earnings But There Is More To Worry AboutAS Infortar's ( TAL:INF1T ) stock wasn't much affected by its recent lackluster earnings numbers. We did some analysis...
Reported Earnings • May 02Full year 2024 earnings released: EPS: €9.36 (vs €14.62 in FY 2023)Full year 2024 results: EPS: €9.36 (down from €14.62 in FY 2023). Revenue: €1.37b (up 27% from FY 2023). Net income: €191.3m (down 35% from FY 2023). Profit margin: 14% (down from 27% in FY 2023).
Buy Or Sell Opportunity • Apr 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €46.80. The fair value is estimated to be €38.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 83%.
New Risk • Mar 03New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin).
New Risk • Feb 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 534% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Large one-off items impacting financial results.
New Risk • Feb 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (13% net profit margin).
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: €8.46 (vs €14.62 in FY 2023)Full year 2024 results: EPS: €8.46 (down from €14.62 in FY 2023). Revenue: €1.37b (up 27% from FY 2023). Net income: €172.9m (down 41% from FY 2023). Profit margin: 13% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses.
分析記事 • Feb 21Is AS Infortar (TAL:INF1T) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Nov 28+ 3 more updatesInfortar AS to Report Q1, 2025 Results on May 05, 2025Infortar AS announced that they will report Q1, 2025 results on May 05, 2025
Upcoming Dividend • Nov 25Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 12 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 6.7%. Lower than top quartile of Estonian dividend payers (6.9%). In line with average of industry peers (6.6%).
お知らせ • Nov 19Aktsiaselts Infortar Announces Second Installment of Dividends for the Year 2023, Payable on December 12, 2024Aktsiaselts Infortar will pay the second installment of dividends for the 2023 financial year in the net amount EUR 1.5 per share. List of shareholders entitled to dividends will be recorded on 3 December 2024 at the end of the business day of the settlement system of the securities registrar (record-date). Consequently, the day of change of the rights related to the shares (ex-date) is 2 December 2024.From this date onwards, individuals acquiring shares will not be entitled to receive dividends for the financial year 2023 on 12 December 2024. Dividend shall be paid to the Shareholders on 12 December 2024 by transfer to the bank account.
分析記事 • Nov 12We Believe That Infortar's (TAL:INF1T) Weak Earnings Are A Good Indicator Of Underlying ProfitabilityInfortar AS' ( TAL:INF1T ) weak earnings were disregarded by the market. Despite the market responding positively, we...
分析記事 • Nov 05We Think Infortar (TAL:INF1T) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Nov 05New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 67% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (3.6% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: €5.50 (vs €29.47 in 3Q 2023)Third quarter 2024 results: EPS: €5.50 (down from €29.47 in 3Q 2023). Revenue: €349.5m (up 87% from 3Q 2023). Net income: €111.1m (down 40% from 3Q 2023). Profit margin: 32% (down from 100% in 3Q 2023).
お知らせ • Oct 16Infortar AS (TLSE:INF1T) completed the acqusition of Tallinna Raamatutrukikoja Osauhing from ViroInvestment OÜ.Infortar AS (TLSE:INF1T) signed a share purchase agreement to acquire Tallinna Raamatutrukikoja Osauhing from ViroInvestment OÜ on September 13, 2024. The transaction is not considered as a transaction beyond everyday economic activities or a transaction of a significant importance, nor it is regarded as a transaction with related persons, under the "Requirements for Issuers" section of the NASDAQ Tallinn Stock Exchange rules. The members of the Supervisory Board and the Management Board of Aktsiaselts Infortar have no personal interest in the transaction in any other way. According to the agreement, obtaining approval from the Competition Authority and completion of additional operations are preconditions for closing of the transaction. The transaction does not have a significant impact on Aktsiaselts Infortar's activities. Infortar AS (TLSE:INF1T) completed the acqusition of Tallinna Raamatutrukikoja Osauhing from ViroInvestment OÜ on October 16, 2024. The Competition Authority has granted a merger permit to complete the transaction after fulfilling additional operations and preconditions.
Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: €0.50 (vs €29.47 in 2Q 2023)Second quarter 2024 results: EPS: €0.50 (down from €29.47 in 2Q 2023). Revenue: €203.6m (up 9.1% from 2Q 2023). Net income: €10.9m (down 94% from 2Q 2023). Profit margin: 5.4% (down from 100% in 2Q 2023).
お知らせ • Jun 18Infortar AS (TLSE:INF1T) intended to make a voluntary takeover offer to acquire remaining 53.26% stake in AS Tallink Grupp (TLSE:TAL1T) from Baltic Cruises Holding, L.P., Baltic Cruises Investment L.P., Citigroup Venture Capital International Investment GP Limited, Luksusjaht AS, Mersok OÜ, and Clearstream Banking AG for approximately €217 million.Infortar AS (TLSE:INF1T) intended to make a voluntary takeover offer to acquire remaining 53.26% stake in AS Tallink Grupp (TLSE:TAL1T) from Baltic Cruises Holding, L.P., Baltic Cruises Investment L.P., Citigroup Venture Capital International Investment GP Limited, Luksusjaht AS, Mersok OÜ, and Clearstream Banking AG for approximately €217 million on June 17, 2024. The Offeror makes the Offer with the price of €0.55 per one Tallink share. Upon completion, Infortar AS will own 100% stake in AS Tallink Grupp. The Offer takes place as a voluntary takeover offer and the Offeror is not obliged to conduct the Offer under § 166 of the Estonian Securities Market Act. In accordance, the Offeror shall submit the Prospectus and the Offer notice to the Estonian Financial Supervision and Resolution Authority (“ EFSA ”) for approval. The Prospectus and Offer notice shall be published at a date determined by EFSA after their approval, however, the Offeror intends to start the Offer in the beginning of July 2024 and the Offer is intended to last for 35 days. The Offer shall be made in accordance with the laws of the Republic of Estonia and will not be subject to any review or approval by any foreign regulatory authority.
お知らせ • May 17Infortar AS (TLSE:INF1T) acquired an additional 3.5% stake in AS Tallink Grupp (TLSE:TAL1T) for €16.7 million.Infortar AS (TLSE:INF1T) acquired an additional 3.5% stake in AS Tallink Grupp (TLSE:TAL1T) for €16.7 million on May 14, 2024. As part of acquisition, 26,030,390 shares were acquired for €0.64 per share. Infortar now owns 46.74% stake in AS Tallink. Infortar AS (TLSE:INF1T) completed the acquisition of additional 3.5% stake in AS Tallink Grupp (TLSE:TAL1T) on May 14, 2024.
分析記事 • May 02There May Be Underlying Issues With The Quality Of Infortar's (TAL:INF1T) EarningsInfortar AS ( TAL:INF1T ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: €14.62 (vs €15.23 in FY 2022)Full year 2023 results: EPS: €14.62. Revenue: €1.08b (up 2.9% from FY 2022). Net income: €293.8m (up 206% from FY 2022). Profit margin: 27% (up from 9.1% in FY 2022).
お知らせ • Apr 26Infortar AS, Annual General Meeting, May 20, 2024Infortar AS, Annual General Meeting, May 20, 2024, at 11:00 E. Europe Standard Time. Location: centre of Tallink SPA & Conference Hotel at Sadama Tallinn Estonia Agenda: To Approve the 2023 Annual Report of Aktsiaselts Infortar submitted by the Management Board; to Approve the distribution of profit ; to extend the authorisation of the Supervisory Board Member ; to Approve the Issue of Options to members of the Supervisory Board under the Option Plan approved by the resolution of the General Meeting of Shareholders of 15 June 2021; to appoint the company of auditors KPMG Baltics OÜ to conduct the audit of Aktsiaselts Infortar in the financial year 2024 and to remunerate the work according to the audit contract to be concluded with the auditor; and to consider other matters.
お知らせ • Apr 25Infortar AS Proposes Dividend, Payable on 12 June 2024 and 12 December 2024 RespectivelyInfortar AS announced at the AGM to be held on May 20, 2024, proposed Pay the Shareholders dividend 3 euros per share. Dividend shall be paid in two parts as follows: 1.5 euros per share shall be paid to the Shareholders who have been entered in the list of Shareholders on 3 June 2024 at the end of the business day of the settlement system of the securities registrar (record-date). Consequently, the day of change of the rights related to the shares (ex-date) is 31 May 2024. Dividend shall be paid to the Shareholders on 12 June 2024 by transfer to the bank account of the Shareholder; 1.5 euros per share shall be paid to the Shareholders who have been entered in the list of Shareholders on 3 December 2024 at the end of the business day of the settlement system of the securities registrar (record-date). Consequently, the day of change of the rights related to the shares (ex-date) is 2 December 2024. Dividend shall be paid to the Shareholders on 12 December 2024 by transfer to the bank account of the Shareholder.
New Risk • Apr 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Estonian stocks, typically moving 7.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.1% average weekly change). Minor Risk High level of debt (42% net debt to equity).
分析記事 • Mar 15Infortar AS (TAL:INF1T) Surges 34% Yet Its Low P/E Is No Reason For ExcitementThe Infortar AS ( TAL:INF1T ) share price has done very well over the last month, posting an excellent gain of 34...
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: €14.62 (vs €15.23 in FY 2022)Full year 2023 results: EPS: €14.62. Revenue: €1.08b (up 2.9% from FY 2022). Net income: €293.8m (up 206% from FY 2022). Profit margin: 27% (up from 9.1% in FY 2022). The increase in margin was primarily driven by lower expenses.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €33.20, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 10x in the Gas Utilities industry in Europe.
お知らせ • Dec 31Infortar AS to Report Fiscal Year 2023 Results on Feb 26, 2024Infortar AS announced that they will report fiscal year 2023 results on Feb 26, 2024
お知らせ • Dec 30+ 2 more updatesInfortar AS to Report Nine Months, 2024 Results on Nov 04, 2024Infortar AS announced that they will report nine months, 2024 results on Nov 04, 2024
