Vicat S.A.

ENXTPA:VCT 株式レポート

時価総額:€2.7b

Vicat マネジメント

マネジメント 基準チェック /24

Vicatの CEO はGuy Sidosで、 Jan2008年に任命され、 の在任期間は 18.5年です。 の年間総報酬は€ 2.82Mで、 42.6%給与と57.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.14%を直接所有しており、その価値は€ 3.74M 。経営陣と取締役会の平均在任期間はそれぞれ9.1年と11.2年です。

主要情報

Guy Sidos

最高経営責任者

€2.8m

報酬総額

CEO給与比率42.57%
CEO在任期間18.5yrs
CEOの所有権0.1%
経営陣の平均在職期間9.1yrs
取締役会の平均在任期間11.2yrs

経営陣の近況

分析記事 Apr 05

We Discuss Whether Vicat S.A.'s (EPA:VCT) CEO Is Due For A Pay Rise

Key Insights Vicat to hold its Annual General Meeting on 11th of April Salary of €988.8k is part of CEO Guy Sidos's...

Recent updates

ナラティブの更新 Jun 22

VCT: 2026 Guidance And Stable Fundamentals Will Support Future Upside Potential

Analysts have trimmed the Vicat price target to €65 from €72. This reflects updated views on the stock's risk profile and earnings outlook, while other key valuation inputs remain largely unchanged.
新しいナラティブ Jun 16

Vicat Stock Will Ride Long Term Infrastructure And Decarbonization Tailwinds

Catalysts About Vicat Vicat is an international cement focused group with vertically integrated cement, concrete and aggregates operations across developed and emerging markets. What are the underlying business or industry changes driving this perspective?
分析記事 Jun 16

Vicat (ENXTPA:VCT) Stock Could Be 22.8% Undervalued After AGM Dividend Backing

Vicat (ENXTPA:VCT) has drawn investor attention after its AGM confirmed a €2 per share dividend and reiterated guidance pointing to slight sales growth, reinforcing the stock’s income-focused appeal. See our latest analysis for Vicat. The AGM update comes after a sharp near term rebound, with a 1 day share price return of 5.42% and a 7 day share price return of 12.41%. This is set against a year to date share price decline of 12.68%, but supported by a 3 year total shareholder return of...
ナラティブの更新 Jun 07

VCT: Decarbonization Support And 2026 Guidance Will Underpin Future Upside

Vicat's analyst price target has been trimmed by €2.80 as analysts factor in slightly lower revenue growth expectations, a revised fair value of €85.60, a modestly lower future P/E, and a small shift in discount rate and profit margin assumptions. Analyst Commentary Recent Street research has centered on lower price targets and a neutral stance on Vicat, which provides a clearer sense of how expectations are being reset around valuation and execution risk.
新しいナラティブ Jun 01

Infrastructure Pipeline And Carbon Projects Will Shape A Cautious Yet Supportive Outlook

Catalysts About Vicat Vicat is an international cement focused group with vertically integrated operations across cement, concrete and aggregates. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 21

VCT: Decarbonization Project Support Will Drive Future Upside Potential

Analysts have kept their Vicat price target broadly steady at around €88, with only marginal tweaks to the discount rate and long term P/E assumptions. This reflects fine tuning of their valuation framework rather than a shift in fundamental views.
ナラティブの更新 Apr 07

VCT: Carbon Capture Progress And Recent Upgrades Will Support Future Upside

The updated analyst price target for Vicat edges slightly lower to €88.40 from €89.20, as analysts factor in a modestly higher discount rate while keeping revenue growth, profit margin assumptions and forward P/E expectations broadly unchanged, and reference recent Street research where firms have turned more constructive on the shares and lifted individual price targets, including moves from €69 to €80. Analyst Commentary Recent research points to a more constructive tone around Vicat, with several firms adjusting their views and price targets in light of updated assumptions on discount rates, valuation and execution risk.
ナラティブの更新 Mar 23

VCT: Decarbonization Progress And CO2 Capture Project Will Support Future Upside

Analysts have nudged their price targets on Vicat higher, with one raising the figure to €80 from €69. This reflects growing confidence and supports only minor tweaks to discount rate and P/E assumptions in the underlying valuation.
ナラティブの更新 Mar 07

VCT: Decarbonization Project Progress And CO2 Capture Plans Will Support Upside

Analysts have raised their price target on Vicat to €80 from €69. The change reflects updated views on the group’s earnings outlook, which are incorporated through a slightly higher discount rate and a modest adjustment to the assumed future P/E multiple.
ナラティブの更新 Feb 21

VCT: Decarbonization Project Progress Will Support Further Upside Potential

The analyst price target for Vicat has shifted from about €91 to roughly €89. The tweak reflects updated views on slightly firmer revenue growth and margins, alongside a lower assumed discount rate, in line with recent target raises from €63 to €69 and then to €80 cited by other analysts.
ナラティブの更新 Feb 06

VCT: Rising Confidence In Execution Will Support Further Upside Potential

Narrative Update Analysts have raised their price expectations for Vicat. Recent Street research now points to a potential move to €80 from €69, reflecting updated assumptions around fair value, discount rates and future P/E multiples.
ナラティブの更新 Jan 23

VCT: Higher Fair Value And 2025 Guidance Confirmation Will Support Upside Confidence

Analysts have lifted their fair value estimate for Vicat from €81.80 to €91.00, supported by recent price target increases and a more constructive stance in Street research. Analyst Commentary Recent Street research has tilted more constructive on Vicat, with successive price target revisions providing a clearer range of how analysts are framing valuation and execution risk.
分析記事 Jan 23

Is There An Opportunity With Vicat S.A.'s (EPA:VCT) 35% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vicat fair value estimate is €123 Vicat's €79.80 share price...
ナラティブの更新 Jan 09

VCT: Higher Fair Value And Steady Outlook Will Support Balanced Expectations

Analysts have raised their fair value estimate for Vicat from €74.00 to €81.80, citing updated assumptions on revenue growth, profit margins and future P/E that are consistent with the recent Street move to increase the price target to €69.00. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €69.00 price target as broadly aligned with the higher fair value estimate of €81.80, which they view as support for a more constructive stance on the shares.
分析記事 Jan 06

Returns On Capital Are Showing Encouraging Signs At Vicat (EPA:VCT)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
ナラティブの更新 Dec 18

VCT: Earnings Resilience Will Support Moderately Higher Expectations Amid Balanced Outlook

Analysts modestly raised their price target on Vicat to EUR 69 from EUR 63, reflecting slightly improved valuation assumptions despite broadly unchanged forecasts for growth, profitability, and discount rates. Analyst Commentary Analysts describe the revised price target as a fine tuning of valuation rather than a fundamental shift in the investment case, with the Neutral stance underscoring a balanced risk reward profile.
ナラティブの更新 Dec 04

VCT: Earnings Resilience And Margin Discipline Will Drive Cautiously Balanced Outlook

Analysts have modestly increased their price target on Vicat, lifting fair value from EUR 72.50 to EUR 74.00. They cite slightly stronger revenue growth expectations and a higher future earnings multiple, in line with recent upward revisions in Street targets.
ナラティブの更新 Nov 20

VCT: Earnings Outlook And Margin Trends Will Shape Balanced Performance

Analysts have raised their price target for Vicat from €67.25 to €72.50, citing improved expectations for revenue growth. This comes despite a slightly higher discount rate and minor adjustments to profit margin forecasts.
ナラティブの更新 Nov 05

VCT: Earnings Outlook And Margin Trends Will Shape Balanced Performance

Analysts have raised their price target for Vicat from €65 to €67.25. They cite updated forecasts, which reflect marginal improvements in profit margins as well as adjustments to expected revenue growth and discount rates.
分析記事 Oct 29

Investors Don't See Light At End Of Vicat S.A.'s (EPA:VCT) Tunnel

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 17x, you may consider Vicat...
分析記事 Oct 02

Vicat (EPA:VCT) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 Aug 30

Should You Think About Buying Vicat S.A. (EPA:VCT) Now?

Vicat S.A. ( EPA:VCT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Aug 01

Earnings Update: Vicat S.A. (EPA:VCT) Just Reported Its Half-Year Results And Analysts Are Updating Their Forecasts

Last week, you might have seen that Vicat S.A. ( EPA:VCT ) released its half-year result to the market. The early...
分析記事 Jul 12

Vicat S.A.'s (EPA:VCT) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 10.4x Vicat S.A. ( EPA:VCT ) may be sending bullish signals at the moment...
分析記事 May 25

Is It Time To Consider Buying Vicat S.A. (EPA:VCT)?

Vicat S.A. ( EPA:VCT ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Apr 05

We Discuss Whether Vicat S.A.'s (EPA:VCT) CEO Is Due For A Pay Rise

Key Insights Vicat to hold its Annual General Meeting on 11th of April Salary of €988.8k is part of CEO Guy Sidos's...
分析記事 Mar 07

Vicat S.A.'s (EPA:VCT) Share Price Boosted 27% But Its Business Prospects Need A Lift Too

Despite an already strong run, Vicat S.A. ( EPA:VCT ) shares have been powering on, with a gain of 27% in the last...
分析記事 Mar 03

Vicat (EPA:VCT) Is Due To Pay A Dividend Of €2.00

The board of Vicat S.A. ( EPA:VCT ) has announced that it will pay a dividend on the 2nd of May, with investors...
User avatar
新しいナラティブ Feb 23

Major Projects Like Lyon-Turin Tunnel And US Expansion Will Boost Future Prospects

Anticipated growth in French and U.S. markets driven by construction demand and investment will enhance Vicat's revenue and margins.
分析記事 Feb 22

Vicat S.A. (EPA:VCT) Released Earnings Last Week And Analysts Lifted Their Price Target To €44.40

It's been a good week for Vicat S.A. ( EPA:VCT ) shareholders, because the company has just released its latest annual...
分析記事 Dec 02

What Is Vicat S.A.'s (EPA:VCT) Share Price Doing?

Vicat S.A. ( EPA:VCT ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
分析記事 Jul 13

Should You Think About Buying Vicat S.A. (EPA:VCT) Now?

Vicat S.A. ( EPA:VCT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Jun 14

There's No Escaping Vicat S.A.'s (EPA:VCT) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 6.2x Vicat S.A. ( EPA:VCT ) may be sending very bullish signals at the...
分析記事 May 12

Vicat (EPA:VCT) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Mar 29

Vicat (EPA:VCT) Will Pay A Larger Dividend Than Last Year At €2.00

The board of Vicat S.A. ( EPA:VCT ) has announced that it will be paying its dividend of €2.00 on the 2nd of May, an...
分析記事 Mar 07

Vicat (EPA:VCT) Is Increasing Its Dividend To €2.00

Vicat S.A. ( EPA:VCT ) has announced that it will be increasing its dividend from last year's comparable payment on the...
分析記事 Feb 03

Are Investors Undervaluing Vicat S.A. (EPA:VCT) By 49%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vicat fair value estimate is €68.64 Current share price of...
分析記事 Nov 20

Vicat (EPA:VCT) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Nov 02

Slowing Rates Of Return At Vicat (EPA:VCT) Leave Little Room For Excitement

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 Sep 22

Is Vicat S.A. (EPA:VCT) Potentially Undervalued?

While Vicat S.A. ( EPA:VCT ) might not be the most widely known stock at the moment, it saw a decent share price growth...
分析記事 Jul 28

These 4 Measures Indicate That Vicat (EPA:VCT) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jul 01

Vicat (EPA:VCT) Hasn't Managed To Accelerate Its Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 Jun 08

Is Vicat S.A. (EPA:VCT) Trading At A 48% Discount?

Key Insights Vicat's estimated fair value is €50.14 based on 2 Stage Free Cash Flow to Equity Vicat is estimated to be...
分析記事 May 15

At €26.15, Is Vicat S.A. (EPA:VCT) Worth Looking At Closely?

Vicat S.A. ( EPA:VCT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Apr 16

Vicat (EPA:VCT) Has No Shortage Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Feb 10

At €27.15, Is It Time To Put Vicat S.A. (EPA:VCT) On Your Watch List?

Vicat S.A. ( EPA:VCT ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
分析記事 Dec 24

Here's Why Vicat (EPA:VCT) Is Weighed Down By Its Debt Load

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Nov 20

Vicat (EPA:VCT) Hasn't Managed To Accelerate Its Returns

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Sep 10

Is Vicat S.A. (EPA:VCT) Potentially Undervalued?

While Vicat S.A. ( EPA:VCT ) might not be the most widely known stock at the moment, it saw significant share price...
分析記事 Aug 23

Is Vicat (EPA:VCT) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

CEO報酬分析

Vicat の収益と比較して、Guy Sidos 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 2025€3m€1m

€275m

Sep 30 2025n/an/a

€273m

Jun 30 2025n/an/a

€271m

Mar 31 2025n/an/a

€272m

Dec 31 2024€2m€989k

€273m

Sep 30 2024n/an/a

€270m

Jun 30 2024n/an/a

€268m

Mar 31 2024n/an/a

€263m

Dec 31 2023€2m€954k

€258m

Sep 30 2023n/an/a

€215m

Jun 30 2023n/an/a

€172m

Mar 31 2023n/an/a

€164m

Dec 31 2022€2m€908k

€156m

Sep 30 2022n/an/a

€172m

Jun 30 2022n/an/a

€188m

Mar 31 2022n/an/a

€196m

Dec 31 2021€7m€858k

€204m

Sep 30 2021n/an/a

€213m

Jun 30 2021n/an/a

€223m

Mar 31 2021n/an/a

€189m

Dec 31 2020€1m€853k

€156m

Sep 30 2020n/an/a

€143m

Jun 30 2020n/an/a

€130m

Mar 31 2020n/an/a

€139m

Dec 31 2019€1m€839k

€149m

報酬と市場: Guyの 総報酬 ($USD 3.22M ) は、 French市場 ($USD 2.43M ) の同規模の企業の平均を上回っています。

報酬と収益: Guyの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Guy Sidos (63 yo)

18.5yrs
在職期間
€2,819,200
報酬

Mr. Guy Sidos has been the Chief Executive Officer of Vicat SA since 2008 and has been its Chairman since March 6, 2014 and served as its Chief Operating Officer. Mr. Sidos serves as the Chief Executive Of...


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
Guy Sidos
Chairman of the Board & CEO18.5yrs€2.82m0.14%
€ 3.7m
Lukas Epple
Deputy CEO5.8yrs€843.38k0.00022%
€ 6.0k
Didier Petetin
Deputy Chief Executive Officer of France (excluding the Paper business)11.3yrs€1.02m0.0074%
€ 200.6k
Hugues Chomel
Deputy Chief Executive Officer of Finance Department7.8yrsデータなしデータなし
Pierre Pedrosa
Director of Financial Communications & Investor Relations3.1yrsデータなしデータなし
Nathalie Carraz
Communication Managerno dataデータなしデータなし
Christophe Bérenger
Deputy CEO of Human Resourcesno dataデータなしデータなし
Eric Bourdon
Deputy Chief Executive Officer of Innovation & Industry Department:no dataデータなしデータなし
Eric Holard
Deputy Chief Executive Officer of United States10.3yrsデータなしデータなし
9.1yrs
平均在職期間
61yo
平均年齢

経験豊富な経営陣: VCTの経営陣は経験豊富で経験豊富です(平均在職期間は9.1年)。


取締役

名称ポジション在職期間報酬所有権
Guy Sidos
Chairman of the Board & CEO27.1yrs€2.82m0.14%
€ 3.7m
Bruno Salmon
Independent Director17.2yrs€52.00k0.13%
€ 3.6m
Jacques Merceron-Vicat
Honorary Chairman58.4yrs€40.00k0.20%
€ 5.3m
Louis Merceron-Vicat
Director27.1yrs€40.00k0.030%
€ 802.8k
Sophie Sidos
Director18.9yrs€48.00k0.0065%
€ 177.1k
Sophie Fegueux
Independent Director12.2yrs€46.00k0.00079%
€ 21.4k
Eleonore Sidos Vicat
Director9.4yrs€50.00k0.0076%
€ 204.4k
Emmanuelle Salles
Employee Representative Director10.2yrs€40.00k0.0010%
€ 27.1k
Hugues Metz
Employee Representative Director6.3yrs€40.00k0.012%
€ 329.5k
Remi Weber
Independent Director5.3yrs€58.00k0.000020%
€ 541.5
Caroline Ginon
Independent Director3.7yrs€40.00k0.000060%
€ 1.6k
Kristell Guizouarn
Independent Director1.3yrs€38.00k0.000020%
€ 541.5
11.2yrs
平均在職期間
58.5yo
平均年齢

経験豊富なボード: VCTの 取締役会 は経験豊富で 経験豊富 です ( 11.2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2026/07/10 21:05
終値2026/07/10 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Vicat S.A. 4 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。16

アナリスト機関
Katherine HearneBarclays
Tom ZhangBarclays
Robert ChantryBerenberg