View ValuationIMCD 将来の成長Future 基準チェック /26IMCD利益と収益がそれぞれ年間10.4%と4.6%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14.2% 10%なると予測されています。主要情報10.4%収益成長率9.97%EPS成長率Trade Distributors 収益成長13.3%収益成長率4.6%将来の株主資本利益率14.21%アナリストカバレッジGood最終更新日22 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 updatesお知らせ • May 06IMCD N.V. to Report Q1, 2027 Results on Apr 29, 2027IMCD N.V. announced that they will report Q1, 2027 results on Apr 29, 2027お知らせ • May 03IMCD N.V. Approves Cash Dividend, Payable on 8 May 2026IMCD N.V., at the AGM held on April 30, 2026 approved cash dividend of EUR 1.81 per share. Ex-dividend date is 5 May 2026. Dividend record date is 6 May 2026. Dividend payment date is 8 May 2026.お知らせ • Feb 21IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited on February 20, 2026. Through the integration of Willows Ingredients’ supplier partnerships, IMCD will broaden its portfolio and market access to customers throughout Ireland and the UK. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2026.お知らせ • Feb 18IMCD N.V. Proposes Dividend for the Year 2025IMCD N.V. proposed dividend of EUR 1.81 in cash per share (2024: EUR 2.15) for the year 2025.お知らせ • Dec 13IMCD N.V. Announces Chief Financial Officer ChangesIMCD N.V. announced that its Supervisory Board nominates Floris Lagerwerf to become Chief Financial Officer (CFO) of IMCD as of January 2027. Floris will succeed Hans Kooijmans, who has decided to retire as per the end of December 2026. Floris started his career as external auditor in 2006, and he joined IMCD in its Rotterdam headquarters in 2016 as Group Controller. In 2021 he became Finance & Operations Director at IMCD Switzerland, and since January 2023, serves as Vice-President Finance & Operations for the Americas region. As of January 1, 2026, Floris will be Vice-President Finance & Operations EMEA and Industrial Business Groups. Hans Kooijmans will remain CFO of IMCD until the end of 2026 and will support Floris towards the transition in 2027.お知らせ • Nov 07+ 1 more updateIMCD N.V. to Report First Half, 2026 Results on Jul 29, 2026IMCD N.V. announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Oct 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp. on October 16, 2025. For the period ending December 31, 2024, Dong Yang FT Corp. reported total revenue of KRW 55.3 billion. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the first quarter of 2026.お知らせ • Aug 27IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa on August 27, 2025. In 2024, Tillmanns reported annual revenues of ca. €143 million. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the fourth quarter of 2025. Domenico Colella and Pietro Masi of Orsingher Ortu Avvocati Associati acted as legal advisor for IMCD N.V. (ENXTAM:IMCD). Ethica Holding S.p.A. acted as financial advisor for the shareholders of Tillmanns Spa. Massimo Di Terlizzi, Graziana Toscano, Giorgio Recine, and Costanza Ceruti of Studio Pirola Pennuto Zei & Associati acted as legal advisor for the shareholders of Tillmanns Spa. For strategic and tax matters, Tillmanns and its partner were supported by Stefano Cesati of Studio Pirola Pennuto Zei & Associati.お知らせ • Aug 01+ 2 more updatesIMCD N.V. to Report Q1, 2026 Results on Apr 30, 2026IMCD N.V. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Jul 31IMCD N.V., Annual General Meeting, Apr 30, 2026IMCD N.V., Annual General Meeting, Apr 30, 2026.お知らせ • Jun 30IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA on June 30, 2025. The terms of the transaction are undisclosed. For the period ending December 31, 2024, Apus Química SpA reported total revenue of approximately €15 million. The transaction is subject to customary closing conditions and is expected to close in July 2025.お知らせ • Jun 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa on June 6, 2025. For the period ending December 31, 2024, Ferrer Alimentacion Sa reported total revenue of €112 million. The transaction is subject to customary closing conditions and is expected to close in June 2025.お知らせ • Mar 06IMCD N.V. announces Annual dividend, payable on May 06, 2025IMCD N.V. announced Annual dividend of EUR 2.1500 per share payable on May 06, 2025, ex-date on April 29, 2025 and record date on April 30, 2025.お知らせ • Nov 14IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million.IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million. Security Name: Ordinary Shares Security Type: Common Stockお知らせ • Nov 09+ 3 more updatesIMCD N.V. to Report Q1, 2025 Results on Apr 25, 2025IMCD N.V. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Oct 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Blumos Group.IMCD N.V. (ENXTAM:IMCD) has signed an agreement to acquire Blumos Group on October 17, 2024. The transaction is subject to customary regulatory closing conditions. The expected completion of the transaction is in the fourth quarter of 2024.お知らせ • Aug 03IMCD N.V., Annual General Meeting, Apr 25, 2025IMCD N.V., Annual General Meeting, Apr 25, 2025.お知らせ • May 16IMCD N.V. Approves Dividend for the Year 2023, Payable on 21 May 2024IMCD N.V. announced that at its AGM held on May 14, 2024, approved the dividend proposal of EUR 2.24 per share in cash. Ex-dividend date is on 16 May 2024. Dividend record date is on 17 May 2024. Dividend payment date is on 21 May 2024.Upcoming Dividend • May 10Upcoming dividend of €2.24 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.0%).Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €5.14 (vs €5.50 in FY 2022)Full year 2023 results: EPS: €5.14 (down from €5.50 in FY 2022). Revenue: €4.46b (down 3.4% from FY 2022). Net income: €292.3m (down 6.6% from FY 2022). Profit margin: 6.5% (down from 6.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • Feb 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €693k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (76% net debt to equity). Significant insider selling over the past 3 months (€693k sold).お知らせ • Jan 10IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited.IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024. IMCD N.V. (ENXTAM:IMCD) will acquire the remaining 30% stake in Valuetree Ingredients Private Limited in 2025. The founders of Valuetree will continue to lead the company post-completion of this first tranche. For the financial year ended on March 31, 2023 Valuetree Ingredients Private Limited generated revenue of approximately INR 4.4 billion. IMCD N.V. (ENXTAM:IMCD) completed the acquisition of 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024.お知らせ • Nov 30IMCD Appoints Dorthe Mikkelsen as Member of the Supervisory BoardIMCD N.V. announced that Mrs. Dorthe Mikkelsen has been appointed as member of the Supervisory Board at the Extraordinary General Meeting of IMCD N.V. held on 27 November 2023.Reported Earnings • Aug 09First half 2023 earnings released: EPS: €2.68 (vs €3.11 in 1H 2022)First half 2023 results: EPS: €2.68 (down from €3.11 in 1H 2022). Revenue: €2.30b (down 1.3% from 1H 2022). Net income: €152.7m (down 14% from 1H 2022). Profit margin: 6.6% (down from 7.6% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05+ 2 more updatesIMCD N.V. to Report Q1, 2024 Results on Apr 26, 2024IMCD N.V. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Aug 02IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc. on August 1, 2023. Sachs Chemical, Inc. generated a revenue of approximately $50 million in 2022. IMCD welcomes Sachs’ 38 employees to its local organization. The closing of the transaction is subject to customary closing conditions and is expected to take place in August 2023.お知らせ • Jun 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group on June 16, 2023. IMCD will acquire Brylchem Pte Ltd, Chemipac Pte Ltd, and CMS Marketing Trading Co., Ltd. Brylchem Group achieved a revenue of approximately SGD 85 million in 2022. The transaction is expected to be completed in the fourth quarter of 2023, subject to customary closing conditions.お知らせ • May 19IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd. on May 19, 2023. In this transaction, IMCD will also acquire Euro Chemo-Pharma's wholly owned subsidiary, Biofresh Green Sdn Bhd. Euro Chemo-Pharma has reported revenue of approximately MYR 270 million during financial year ended on June 30, 2022. The closing of the transaction is subject to customary closing conditions. The transaction is expected to take place in the last quarter of 2023.お知らせ • May 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd on May 5, 2023. KOI Products has generated a revenue of above €8 million in financial year 2022 and adds 13 employees to the IMCD Israel team. The closing of the transaction is subject to customary closing conditions and is expected to take place in June 2023.Upcoming Dividend • Apr 21Upcoming dividend of €2.37 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.1%).お知らせ • Feb 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd on February 16, 2023. CPS Oil-Tech generated a revenue of approximately ZAR 228 million in the financial year that ended on February 28, 2022. The company represents leading global suppliers and serves a large group of customers with an extensive portfolio of products alongside commercial and technical support. Joining forces with CPS Oil-Tech will enable IMCD South Africa to offer its customers an increased product offering, through the valued strategic principals that CPS Oil-Tech, already represents. The closing of the transaction is subject to customary closing conditions and regulatory approval and is expected to take place in the second quarter of 2023.お知らせ • Oct 11IMCD N.V. to Report First Half, 2023 Results on Aug 04, 2023IMCD N.V. announced that they will report first half, 2023 results on Aug 04, 2023Buying Opportunity • Oct 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be €163, 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 31%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.Buying Opportunity • Sep 16Now 22% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €170, 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 31%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €105.4m from profit in 1H 2021). Profit margin: (down from 6.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.3%, compared to a 8.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.お知らせ • Aug 04+ 1 more updateIMCD N.V. to Report Q1, 2023 Results on Apr 26, 2023IMCD N.V. announced that they will report Q1, 2023 results on Apr 26, 2023Upcoming Dividend • Apr 27Upcoming dividend of €1.62 per shareEligible shareholders must have bought the stock before 04 May 2022. Payment date: 09 May 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €162, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 21x in the Trade Distributors industry in the United Kingdom. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.58 per share.Reported Earnings • Aug 05First half 2021 earnings released: EPS €1.85 (vs €1.22 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.69b (up 19% from 1H 2020). Net income: €105.4m (up 64% from 1H 2020). Profit margin: 6.2% (up from 4.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Jun 29Independent Member of Supervisory Board Michel G. Plantevin has left the companyOn the 24th of June, Michel G. Plantevin's tenure as Independent Member of Supervisory Board ended after 10.3 years in the role. We don't have any record of a personal shareholding under Michel G.'s name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 25.42 years.Upcoming Dividend • Jun 19Upcoming dividend of €1.02 per shareEligible shareholders must have bought the stock before 24 June 2021. Payment date: 28 June 2021. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (4.0%). Lower than average of industry peers (1.2%).Is New 90 Day High Low • Mar 13New 90-day high: €112The company is up 9.0% from its price of €102 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.45 per share.Reported Earnings • Mar 04Full year 2020 earnings released: EPS €2.25 (vs €2.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.79b (up 3.1% from FY 2019). Net income: €120.9m (up 12% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 9.7%, compared to a 3.9% growth forecast for the Trade Distributors industry in the United Kingdom.Reported Earnings • Mar 01Full year 2020 earnings released: EPS €2.25 (vs €2.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.79b (up 3.1% from FY 2019). Net income: €120.9m (up 12% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectationsRevenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 9.6%, compared to a 3.9% growth forecast for the Trade Distributors industry in the United Kingdom.お知らせ • Sep 17IMCD N.V. has completed a Follow-on Equity Offering in the amount of €399.999964 million.IMCD N.V. has completed a Follow-on Equity Offering in the amount of €399.999964 million. Security Name: Shares Security Type: Common Stock Securities Offered: 4,395,604 Price\Range: €91 Transaction Features: Rule 144A; Subsequent Direct Listing業績と収益の成長予測BATS-CHIXE:IMCDA - 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12/31/20285,589300411431912/31/20275,2962763954151212/31/20265,1032483634141112/31/20254,805218302322N/A9/30/20254,822242258281N/A6/30/20254,839267214240N/A3/31/20254,793272233260N/A12/31/20244,747278253279N/A9/30/20244,653280307337N/A6/30/20244,559281361395N/A3/31/20244,511287372407N/A12/31/20234,463292383420N/A9/30/20234,527290386418N/A6/30/20234,590289390416N/A3/31/20234,606301334358N/A12/31/20224,622313278299N/A9/30/20224,357296213232N/A6/30/20224,091279149165N/A3/31/20223,772243163181N/A12/31/20213,453207178196N/A9/30/20213,257184211229N/A6/30/20213,060162244262N/A3/31/20212,924141229247N/A12/31/20202,787120214232N/A9/30/20202,752114183203N/A6/30/20202,717108152173N/A3/31/20202,711108154174N/A12/31/20192,705108156174N/A9/30/20192,670109N/A157N/A6/30/20192,636111N/A139N/A3/31/20192,512105N/A127N/A12/31/20182,389100N/A114N/A9/30/20182,26094N/A102N/A6/30/20182,13188N/A90N/A3/31/20182,02283N/A102N/A12/31/20171,91277N/A114N/A9/30/20171,84077N/A112N/A6/30/20171,76876N/A110N/A3/31/20171,74375N/A105N/A12/31/20161,71873N/A100N/A9/30/20161,70671N/A102N/A6/30/20161,69369N/A104N/A3/31/20161,61565N/A95N/A12/31/20151,53762N/A86N/A9/30/20151,46557N/A79N/A6/30/20151,39253N/A71N/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: IMCDAの予測収益成長率 (年間10.4% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: IMCDAの収益 ( 10.4% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: IMCDA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: IMCDAの収益 ( 4.6% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: IMCDAの収益 ( 4.6% ) 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: IMCDA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 ( 14.2 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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 06:32終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IMCD N.V. 12 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。23 アナリスト機関Gaurav JainBarclaysJames StewartBarclaysAnil ShenoyBarclays20 その他のアナリストを表示
お知らせ • May 06IMCD N.V. to Report Q1, 2027 Results on Apr 29, 2027IMCD N.V. announced that they will report Q1, 2027 results on Apr 29, 2027
お知らせ • May 03IMCD N.V. Approves Cash Dividend, Payable on 8 May 2026IMCD N.V., at the AGM held on April 30, 2026 approved cash dividend of EUR 1.81 per share. Ex-dividend date is 5 May 2026. Dividend record date is 6 May 2026. Dividend payment date is 8 May 2026.
お知らせ • Feb 21IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited on February 20, 2026. Through the integration of Willows Ingredients’ supplier partnerships, IMCD will broaden its portfolio and market access to customers throughout Ireland and the UK. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2026.
お知らせ • Feb 18IMCD N.V. Proposes Dividend for the Year 2025IMCD N.V. proposed dividend of EUR 1.81 in cash per share (2024: EUR 2.15) for the year 2025.
お知らせ • Dec 13IMCD N.V. Announces Chief Financial Officer ChangesIMCD N.V. announced that its Supervisory Board nominates Floris Lagerwerf to become Chief Financial Officer (CFO) of IMCD as of January 2027. Floris will succeed Hans Kooijmans, who has decided to retire as per the end of December 2026. Floris started his career as external auditor in 2006, and he joined IMCD in its Rotterdam headquarters in 2016 as Group Controller. In 2021 he became Finance & Operations Director at IMCD Switzerland, and since January 2023, serves as Vice-President Finance & Operations for the Americas region. As of January 1, 2026, Floris will be Vice-President Finance & Operations EMEA and Industrial Business Groups. Hans Kooijmans will remain CFO of IMCD until the end of 2026 and will support Floris towards the transition in 2027.
お知らせ • Nov 07+ 1 more updateIMCD N.V. to Report First Half, 2026 Results on Jul 29, 2026IMCD N.V. announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Oct 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp. on October 16, 2025. For the period ending December 31, 2024, Dong Yang FT Corp. reported total revenue of KRW 55.3 billion. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the first quarter of 2026.
お知らせ • Aug 27IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa on August 27, 2025. In 2024, Tillmanns reported annual revenues of ca. €143 million. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the fourth quarter of 2025. Domenico Colella and Pietro Masi of Orsingher Ortu Avvocati Associati acted as legal advisor for IMCD N.V. (ENXTAM:IMCD). Ethica Holding S.p.A. acted as financial advisor for the shareholders of Tillmanns Spa. Massimo Di Terlizzi, Graziana Toscano, Giorgio Recine, and Costanza Ceruti of Studio Pirola Pennuto Zei & Associati acted as legal advisor for the shareholders of Tillmanns Spa. For strategic and tax matters, Tillmanns and its partner were supported by Stefano Cesati of Studio Pirola Pennuto Zei & Associati.
お知らせ • Aug 01+ 2 more updatesIMCD N.V. to Report Q1, 2026 Results on Apr 30, 2026IMCD N.V. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Jul 31IMCD N.V., Annual General Meeting, Apr 30, 2026IMCD N.V., Annual General Meeting, Apr 30, 2026.
お知らせ • Jun 30IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA on June 30, 2025. The terms of the transaction are undisclosed. For the period ending December 31, 2024, Apus Química SpA reported total revenue of approximately €15 million. The transaction is subject to customary closing conditions and is expected to close in July 2025.
お知らせ • Jun 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa on June 6, 2025. For the period ending December 31, 2024, Ferrer Alimentacion Sa reported total revenue of €112 million. The transaction is subject to customary closing conditions and is expected to close in June 2025.
お知らせ • Mar 06IMCD N.V. announces Annual dividend, payable on May 06, 2025IMCD N.V. announced Annual dividend of EUR 2.1500 per share payable on May 06, 2025, ex-date on April 29, 2025 and record date on April 30, 2025.
お知らせ • Nov 14IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million.IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million. Security Name: Ordinary Shares Security Type: Common Stock
お知らせ • Nov 09+ 3 more updatesIMCD N.V. to Report Q1, 2025 Results on Apr 25, 2025IMCD N.V. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Oct 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Blumos Group.IMCD N.V. (ENXTAM:IMCD) has signed an agreement to acquire Blumos Group on October 17, 2024. The transaction is subject to customary regulatory closing conditions. The expected completion of the transaction is in the fourth quarter of 2024.
お知らせ • Aug 03IMCD N.V., Annual General Meeting, Apr 25, 2025IMCD N.V., Annual General Meeting, Apr 25, 2025.
お知らせ • May 16IMCD N.V. Approves Dividend for the Year 2023, Payable on 21 May 2024IMCD N.V. announced that at its AGM held on May 14, 2024, approved the dividend proposal of EUR 2.24 per share in cash. Ex-dividend date is on 16 May 2024. Dividend record date is on 17 May 2024. Dividend payment date is on 21 May 2024.
Upcoming Dividend • May 10Upcoming dividend of €2.24 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.0%).
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €5.14 (vs €5.50 in FY 2022)Full year 2023 results: EPS: €5.14 (down from €5.50 in FY 2022). Revenue: €4.46b (down 3.4% from FY 2022). Net income: €292.3m (down 6.6% from FY 2022). Profit margin: 6.5% (down from 6.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €693k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (76% net debt to equity). Significant insider selling over the past 3 months (€693k sold).
お知らせ • Jan 10IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited.IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024. IMCD N.V. (ENXTAM:IMCD) will acquire the remaining 30% stake in Valuetree Ingredients Private Limited in 2025. The founders of Valuetree will continue to lead the company post-completion of this first tranche. For the financial year ended on March 31, 2023 Valuetree Ingredients Private Limited generated revenue of approximately INR 4.4 billion. IMCD N.V. (ENXTAM:IMCD) completed the acquisition of 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024.
お知らせ • Nov 30IMCD Appoints Dorthe Mikkelsen as Member of the Supervisory BoardIMCD N.V. announced that Mrs. Dorthe Mikkelsen has been appointed as member of the Supervisory Board at the Extraordinary General Meeting of IMCD N.V. held on 27 November 2023.
Reported Earnings • Aug 09First half 2023 earnings released: EPS: €2.68 (vs €3.11 in 1H 2022)First half 2023 results: EPS: €2.68 (down from €3.11 in 1H 2022). Revenue: €2.30b (down 1.3% from 1H 2022). Net income: €152.7m (down 14% from 1H 2022). Profit margin: 6.6% (down from 7.6% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05+ 2 more updatesIMCD N.V. to Report Q1, 2024 Results on Apr 26, 2024IMCD N.V. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Aug 02IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc. on August 1, 2023. Sachs Chemical, Inc. generated a revenue of approximately $50 million in 2022. IMCD welcomes Sachs’ 38 employees to its local organization. The closing of the transaction is subject to customary closing conditions and is expected to take place in August 2023.
お知らせ • Jun 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group on June 16, 2023. IMCD will acquire Brylchem Pte Ltd, Chemipac Pte Ltd, and CMS Marketing Trading Co., Ltd. Brylchem Group achieved a revenue of approximately SGD 85 million in 2022. The transaction is expected to be completed in the fourth quarter of 2023, subject to customary closing conditions.
お知らせ • May 19IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd. on May 19, 2023. In this transaction, IMCD will also acquire Euro Chemo-Pharma's wholly owned subsidiary, Biofresh Green Sdn Bhd. Euro Chemo-Pharma has reported revenue of approximately MYR 270 million during financial year ended on June 30, 2022. The closing of the transaction is subject to customary closing conditions. The transaction is expected to take place in the last quarter of 2023.
お知らせ • May 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd on May 5, 2023. KOI Products has generated a revenue of above €8 million in financial year 2022 and adds 13 employees to the IMCD Israel team. The closing of the transaction is subject to customary closing conditions and is expected to take place in June 2023.
Upcoming Dividend • Apr 21Upcoming dividend of €2.37 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.1%).
お知らせ • Feb 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd on February 16, 2023. CPS Oil-Tech generated a revenue of approximately ZAR 228 million in the financial year that ended on February 28, 2022. The company represents leading global suppliers and serves a large group of customers with an extensive portfolio of products alongside commercial and technical support. Joining forces with CPS Oil-Tech will enable IMCD South Africa to offer its customers an increased product offering, through the valued strategic principals that CPS Oil-Tech, already represents. The closing of the transaction is subject to customary closing conditions and regulatory approval and is expected to take place in the second quarter of 2023.
お知らせ • Oct 11IMCD N.V. to Report First Half, 2023 Results on Aug 04, 2023IMCD N.V. announced that they will report first half, 2023 results on Aug 04, 2023
Buying Opportunity • Oct 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be €163, 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 31%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.
Buying Opportunity • Sep 16Now 22% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €170, 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 31%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €105.4m from profit in 1H 2021). Profit margin: (down from 6.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.3%, compared to a 8.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Aug 04+ 1 more updateIMCD N.V. to Report Q1, 2023 Results on Apr 26, 2023IMCD N.V. announced that they will report Q1, 2023 results on Apr 26, 2023
Upcoming Dividend • Apr 27Upcoming dividend of €1.62 per shareEligible shareholders must have bought the stock before 04 May 2022. Payment date: 09 May 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €162, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 21x in the Trade Distributors industry in the United Kingdom. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.58 per share.
Reported Earnings • Aug 05First half 2021 earnings released: EPS €1.85 (vs €1.22 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.69b (up 19% from 1H 2020). Net income: €105.4m (up 64% from 1H 2020). Profit margin: 6.2% (up from 4.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Jun 29Independent Member of Supervisory Board Michel G. Plantevin has left the companyOn the 24th of June, Michel G. Plantevin's tenure as Independent Member of Supervisory Board ended after 10.3 years in the role. We don't have any record of a personal shareholding under Michel G.'s name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 25.42 years.
Upcoming Dividend • Jun 19Upcoming dividend of €1.02 per shareEligible shareholders must have bought the stock before 24 June 2021. Payment date: 28 June 2021. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (4.0%). Lower than average of industry peers (1.2%).
Is New 90 Day High Low • Mar 13New 90-day high: €112The company is up 9.0% from its price of €102 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.45 per share.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS €2.25 (vs €2.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.79b (up 3.1% from FY 2019). Net income: €120.9m (up 12% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 9.7%, compared to a 3.9% growth forecast for the Trade Distributors industry in the United Kingdom.
Reported Earnings • Mar 01Full year 2020 earnings released: EPS €2.25 (vs €2.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.79b (up 3.1% from FY 2019). Net income: €120.9m (up 12% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectationsRevenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 9.6%, compared to a 3.9% growth forecast for the Trade Distributors industry in the United Kingdom.
お知らせ • Sep 17IMCD N.V. has completed a Follow-on Equity Offering in the amount of €399.999964 million.IMCD N.V. has completed a Follow-on Equity Offering in the amount of €399.999964 million. Security Name: Shares Security Type: Common Stock Securities Offered: 4,395,604 Price\Range: €91 Transaction Features: Rule 144A; Subsequent Direct Listing