Indra Sistemas, S.A.

BME:IDR 株式レポート

時価総額：€9.4b

Indra Sistemas マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Jose-Vicente De Los Mozos Obispo

最高経営責任者

€2.2m

報酬総額

CEO給与比率29.48%
CEO在任期間3yrs
CEOの所有権n/a
経営陣の平均在職期間3.2yrs
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

ナラティブ更新 • Apr 30

IDR: Future Re Rating Will Rely On Delivering 2026 Revenue And EBIT Targets

Analysts have trimmed their fair value estimate for Indra Sistemas from €85.00 to €80.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Indra Sistemas, S.A. is being added to the FTSE All-World Index (USD), which may increase the company’s visibility among global index-tracking investors (Index Constituent Adds).
ナラティブ更新 • Apr 15

IDR: TfL Ticketing Contract Will Drive Future Upside Potential

Analysts now set their price target for Indra Sistemas at about €62.62, up from roughly €59.29. This reflects updated views on fair value, discount rate and future P/E assumptions.
ナラティブ更新 • Apr 01

IDR: Future Re Rating Case Will Hinge On 2026 Execution Credentials

Analysts have lifted their price target on Indra Sistemas to €60 from €47, reflecting updated views on the company’s earnings outlook and sector positioning within European software and services ahead of 2026. Analyst Commentary The latest research frames the new €60 price target as part of a broader reset across European software and services into 2026.
ナラティブ更新 • Mar 18

IDR: Future Re Rating Case Centers On Execution Of Revised Profitability Assumptions

Analysts have lifted their price target on Indra Sistemas to €60 from €47, citing updated assumptions for fair value at €85, revised forecasts for revenue growth at 21.83% and profit margin at 7.31%, a discount rate of 10.57%, and a future P/E of 27.32x. Analyst Commentary Bullish analysts are pointing to the higher fair value assumption of €85 and the future P/E of 27.32x as signals that they still see meaningful upside potential in Indra Sistemas, even with the rating now set at Equal Weight.
ナラティブ更新 • Mar 04

IDR: Equal Weight Reset And TfL Contract Will Shape Measured Outlook

Narrative Update on Indra Sistemas Analysts have lifted their price target on Indra Sistemas to €59.29 from €55.10, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E after a recent sector wide review that also saw the stock downgraded to Equal Weight with a separate target of €60.00. Analyst Commentary Recent research on Indra Sistemas reflects a mixed view, with the share rating moved to Equal Weight while the price target was raised to €60 from €47 as part of a broader 2026 sector outlook review.
ナラティブ更新 • Feb 18

IDR: Equal Weight Shift And London Transport Deal Will Shape Balanced Outlook

Analysts have lifted their price target on Indra Sistemas to €60 from €47, aligning it with an updated fair value estimate of €55.10 and refreshed assumptions on discount rate, revenue growth and future P/E, even as the stock moves to an Equal Weight stance. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €60 price target as a sign that updated assumptions on revenue growth, discount rate and future P/E still support upside versus the prior €47 level.
ナラティブ更新 • Feb 04

IDR: Execution Risks Around London Contract Will Likely Restrain Further Repricing

Analysts have raised their price target for Indra Sistemas from €47 to €60, citing updated assumptions for revenue growth, profit margins, discount rates and a lower future P/E multiple in recent research. Analyst Commentary Recent research includes a downgrade of Indra Sistemas to Equal Weight with a higher price target of €60, up from €47, as part of a broader 2026 outlook on European software and services.
ナラティブ更新 • Jan 21

IDR: Neutral Rating Shift And London Contract Will Shape Balanced Outlook

Narrative Update on Indra Sistemas Analysts have lifted their fair value estimate for Indra Sistemas from €51.18 to €53.38, supported by fresh Street research that pairs higher price targets with more neutral ratings and slightly adjusted assumptions for the discount rate, revenue growth and future P/E. Analyst Commentary Recent Street research on Indra Sistemas presents a mixed picture, with price targets moving higher while ratings sit closer to the middle of the scale.
分析記事 • Jan 16

Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

Despite an already strong run, Indra Sistemas, S.A. ( BME:IDR ) shares have been powering on, with a gain of 25% in the...
ナラティブ更新 • Jan 07

IDR: Neutral Rating Shift And Hispasat Decision Will Support Balanced Outlook

Analysts have inched their price target for Indra Sistemas to €51.18, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions that align with the recent upgrade to Neutral and the €46 target cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a Neutral rating as recognition that previous concerns may now be more fairly reflected in the current share price, reducing the perceived valuation gap.
ナラティブ更新 • Dec 15

IDR: Future Order Pipeline And Margin Plans Will Support Balanced Outlook

Analysts have nudged their price target on Indra Sistemas higher by EUR 0.56 to EUR 51.18, citing slightly stronger expectations for revenue growth, margins, and valuation multiples. The revision is supported by recent research arguing the shares have become too cheap to ignore and no longer warrant an underperform stance.
分析記事 • Dec 04

These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 • Dec 01

IDR: Upgraded Ratings and Rising Margins Will Drive Renewed Bullish Momentum

Indra Sistemas’ analyst consensus price target has been raised slightly, from €50.19 to €50.61. Analysts cite improved profit margins and recent positive sentiment upgrades.
ナラティブ更新 • Nov 17

IDR: Cautious Optimism Expected to Balance Opportunities and Ongoing Risks

Indra Sistemas saw its analyst price target rise from €47.92 to €50.19 as analysts cited stronger revenue growth expectations, a lower discount rate, and a generally improved outlook from recent upgrades and new coverage. Analyst Commentary Recent street research on Indra Sistemas reflects a shift in sentiment, with upgrades and new coverage prompting a closer look at the company’s valuation and prospects.
ナラティブ更新 • Nov 02

IDR: Continued U S Mobility Expansion Will Shape Balanced Risk Reward Outlook

Indra Sistemas' analyst price target has risen from €41.66 to €47.92. This change reflects analysts' increased optimism on revenue growth and profit margins following recent upgrades and positive coverage.
ナラティブ更新 • Oct 17

European Defense Spending And AI Adoption Will Unlock Opportunities

Indra Sistemas' analyst price target has been raised from €40.75 to €41.66, as analysts cite continued undervaluation of shares and a slight improvement in profit margin forecasts. Analyst Commentary Analysts remain positive on Indra Sistemas, supported by recent coverage and upward revisions in price targets.
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新しいナラティブ • Dec 30

Acquisitions Of Deimos And TESS Defence Propel Growth In Space And Defense Markets

Acquisitions in space and defense sectors enhance capabilities and position Indra for increased profitability and revenue growth.

CEO報酬分析

Indra Sistemas の収益と比較して、Jose-Vicente De Los Mozos Obispo の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025n/an/a

€436m

Sep 30 2025n/an/a

€384m

Jun 30 2025n/an/a

€378m

Mar 31 2025n/an/a

€276m

Dec 31 2024€2m€660k

€278m

Sep 30 2024n/an/a

€244m

Jun 30 2024n/an/a

€230m

Mar 31 2024n/an/a

€223m

Dec 31 2023€2m€410k

€206m

報酬と市場: Jose-Vicenteの 総報酬 ($USD 2.63M ) は、 Spanish市場 ($USD 3.35M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jose-Vicenteの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Jose-Vicente De Los Mozos Obispo (63 yo)

3yrs
在職期間
€2,239,000
報酬

Mr. Jose-Vicente De Los Mozos Obispo served as Executive Vice President of Group Industry, Member of Management Board and Iberia Country Director at Renault SA. He was Group Executive Vice-President of Man...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jose-Vicente De Los Mozos Obispo
CEO & Director3yrs€2.24mデータなし
Miguel Garau
Chief Financial Officer1.7yrsデータなしデータなし
Manuel García
Chief Technology Officer1.2yrsデータなしデータなし
David Santos
Chief Legal Officer3.3yrsデータなしデータなし
Jesus Presa
Chief Marketing Officer & Brand Management3.3yrsデータなしデータなし
Maria del Carmen Moneva
Chief HR Officerno dataデータなしデータなし
Luis Figueroa García
Head of IT Delivery & Productionno dataデータなしデータなし
Borja Ochoa Gil
Head of Defence & Securityno dataデータなしデータなし
Raul Ripio
Managing Director of Mobilityno dataデータなしデータなし
Manuel Ausaverri
Chief Strategy Officer3.3yrsデータなしデータなし
Luis Hernando
Managing Director of Minsaitno dataデータなしデータなし
Juan Pedro Veiga
International Managing Directorno dataデータなしデータなし
3.2yrs
平均在職期間

経験豊富な経営陣: IDRの経営陣は 経験豊富 であると考えられます ( 3.2年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Jose-Vicente De Los Mozos Obispo
CEO & Director3yrs€2.24mデータなし
Fernando Fernandez-Tapias
Member of the Advisory Boardno dataデータなしデータなし
Belen Corbi
Independent Director3.6yrs€184.00kデータなし
Julian Garcia Vargas
Member of the Advisory Boardno dataデータなしデータなし
Sergio Serrano Sánchez
Member of the Advisory Boardno dataデータなしデータなし
Santiago de Torres
Member of the Advisory Boardno dataデータなしデータなし
Emilio Saracho Rodríguez de Torres
Member of the Advisory Boardno dataデータなしデータなし
Juan Costa
Member of the Advisory Boardno dataデータなしデータなし
Bernardo Villazan Gil
Independent Director3.6yrs€158.00kデータなし
Virginia Peralta
Deputy Chair & Lead Independent Director3.6yrs€214.00kデータなし
Eva Fernandez Gongora
Independent Directorless than a yearデータなしデータなし
Ángel Grimaldos
Chairmanless than a yearデータなしデータなし
3.3yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: IDRの 取締役会 は 経験豊富 であると考えられます ( 3.3年の平均在任期間)。

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2026/05/06 06:11
終値2026/05/06 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

Indra Sistemas, S.A. 14 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。30

アナリスト機関
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