Azelis Group（0AA6）株式概要アゼリス・グループNVは、特殊化学品と食品原料の販売に従事している。 詳細0AA6 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績2/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より55.1%で取引されている 収益は年間14.92%増加すると予測されています リスク分析多額の負債を抱えている 利益率(2.7%)は昨年より低い(4.3%) すべてのリスクチェックを見る0AA6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€10.3434.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-52m5b2016201920222025202620282031Revenue €5.1bEarnings €137.0mAdvancedSet Fair ValueView all narrativesAzelis Group NV 競合他社RS GroupSymbol: LSE:RS1Market cap: UK£2.8bGrafton GroupSymbol: LSE:GFTUMarket cap: UK£1.6bHowden Joinery GroupSymbol: LSE:HWDNMarket cap: UK£4.2bBunzlSymbol: LSE:BNZLMarket cap: UK£8.2b価格と性能株価の高値、安値、推移の概要Azelis Group過去の株価現在の株価€10.3452週高値€15.0352週安値€6.86ベータ0.511ヶ月の変化-1.30%3ヶ月変化34.36%1年変化-25.81%3年間の変化-54.33%5年間の変化n/aIPOからの変化-61.60%最新ニュースお知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.Board Change • Mar 09High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.最新情報をもっと見るRecent updatesお知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.Board Change • Mar 09High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin).お知らせ • Feb 19Azelis Group Nv Proposes Dividend for the Year Ended 31 December 2025, Payable on 1 July 2026Azelis Group NV Board proposed to pay out a dividend of EUR 0.226 per share for the year ended 31 December 2025. 27 June 2026 is the Ex-dividend date, 30 June 2026 is the Dividend record date, and 1 July 2026 is the Dividend payment date.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.37 per share.お知らせ • Jan 13+ 1 more updateAzelis Group NV to Report Fiscal Year 2025 Results on Feb 19, 2026Azelis Group NV announced that they will report fiscal year 2025 results on Feb 19, 2026New Risk • Oct 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 04First half 2025 earnings released: EPS: €0.34 (vs €0.39 in 1H 2024)First half 2025 results: EPS: €0.34 (down from €0.39 in 1H 2024). Revenue: €2.16b (flat on 1H 2024). Net income: €83.5m (down 12% from 1H 2024). Profit margin: 3.9% (down from 4.4% in 1H 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 10Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l.Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025.Upcoming Dividend • Jun 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (2.4%).お知らせ • May 08+ 1 more updateAzelis Group NV Approves Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV held its Annual General Meeting on May 8, 2025 where approved for the fiscal year 2024 the payment of a gross dividend of (rounded) €0.23 per share, net (rounded) €0.16 per share after deduction of Belgian withholding tax of 30% 1. The ex-dividend date will be 27 June 2025, record date 30 June 2025, and the dividend (coupon no. 4) will be payable as of 1 July 2025, via paying agent KBC Bank NV.お知らせ • Apr 07Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl.Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl on April 7, 2025. The acquisition aligns with Azelis’s strategy as it focusses on a targeted business that supports growing its market share in Spain, adding expertise to its EMEA-wide nutraceutical platform. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Solchem Nature Sl on April 7, 2025.Declared Dividend • Mar 17Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 18%.お知らせ • Mar 15Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 50,000 shares, for €1 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, for €1 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2025.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: €0.74 (vs €0.74 in FY 2023)Full year 2024 results: EPS: €0.74 (up from €0.74 in FY 2023). Revenue: €4.21b (up 1.5% from FY 2023). Net income: €180.7m (up 1.7% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 7.0% to €19.52. The fair value is estimated to be €24.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.New Risk • Feb 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.お知らせ • Feb 21+ 1 more updateAzelis Group NV Proposes Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV proposed for a dividend of EUR 54.9 million, translating to EUR 0.23 (rounded) dividend per share for the year 2024. 27 June 2025: Ex-dividend date; 30 June 2025: Dividend record date; 1 July 2025: Dividend payment date.お知らせ • Nov 19Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy on November 18, 2024. This is subject to fulfillment of customary closing conditions. The transaction is expected to close by the end of 2024.お知らせ • Sep 27Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o. on September 26, 2024. The transaction is subject to fulfilment of customary transaction conditions and is expected to close in the fourth quarter 2024.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.39 (vs €0.44 in 1H 2023)First half 2024 results: EPS: €0.39 (down from €0.44 in 1H 2023). Revenue: €2.15b (flat on 1H 2023). Net income: €94.8m (down 8.3% from 1H 2023). Profit margin: 4.4% (down from 4.8% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Trade Distributors industry in the United Kingdom.Board Change • Jul 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 15Azelis Group NV Approves Gross Dividend, Payable as of July 2, 2024Azelis Group NV announced that at the AGM approved for the fiscal year 2023 the payment of a gross dividend of (rounded) €0.22 per share, net (rounded) €0.15 per share after deduction of Belgian withholding tax of 30% . The ex-dividend date will be June 28th, 2024, record date July 1st, 2024, and the dividend (coupon no. 3) will be payable as of July 2nd, 2024, via their paying agent KBC Bank NV.お知らせ • Jun 02+ 1 more updateAzelis Group NV to Report Fiscal Year 2024 Results on Mar 06, 2025Azelis Group NV announced that they will report fiscal year 2024 results on Mar 06, 2025Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.48, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.29 per share.Buy Or Sell Opportunity • May 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.85. The fair value is estimated to be €24.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Board Change • May 15Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Tom Hallam was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • May 09Azelis Group NV Announces Directorate Resignations, Effective June 16, 2024Azelis Group NV announced resignation of Mr. Antonio Trius as independent director and chair of the Board of Directors on 19 April 2024 effective as of this general shareholders' meeting and resignation of Mrs. Alexandra Brand as independent director on 19 April 2024 effective as of this general shareholders' meeting.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €23.46, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total returns to shareholders of 7.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €26.67 per share.Buy Or Sell Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to €20.36. The fair value is estimated to be €25.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Mar 30Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana.Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana on March 28, 2024. The transaction is expected to close in the second quarter of 2024, after fulfillment of customary closing conditions.お知らせ • Mar 12Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 130,000 shares, for €2.8 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, for €2.8 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2024.Declared Dividend • Mar 10Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 28th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 205% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 07Azelis Group NV Proposes Dividend for the Year Ended December 31, 2023, Payable on July 2, 2024Azelis Group NV proposed a dividend of EUR 53.3 million, representing 30% of distributable net profit, and implies EUR 0.22(rounded) dividend per share for the year ended December 31, 2023. Ex-dividend date is June 28, 2024. Dividend record date is July 1, 2024. Dividend payment date is July 2, 2024.お知らせ • Dec 15Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A. on December 14, 2023. The transaction is subject to certain customary closing conditions and is expected to close early in the first quarter of 2024.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.56, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.お知らせ • Nov 11Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd on November 9, 2023. Founders of Agspec, Jonathon Lillecrapp and Andrew Glynn,will remain with the company to ensure a seamless transition. The transaction, after fulfilment of customary closing conditions, is expected to close in Q1 2024.お知らせ • Nov 10+ 1 more updateAzelis Group NV to Report Fiscal Year 2023 Results on Mar 07, 2024Azelis Group NV announced that they will report fiscal year 2023 results on Mar 07, 2024お知らせ • Oct 23Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS.Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS on October 23, 2023. The acquisition strengthens Azelis’ global footprint in flavors & fragrances, which was created over the last two years following the acquisition of Quimdis in France, Vigon in America and Ashapura in India. Experts in the distribution of premium fragrance ingredients, BLH’s attractive portfolio perfectly complements the current natural ingredient ranges offered by Azelis. The transaction is expected to close in November.Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €24.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Reported Earnings • Aug 03First half 2023 earnings released: EPS: €0.44 (vs €0.59 in 1H 2022)First half 2023 results: EPS: €0.44 (down from €0.59 in 1H 2022). Revenue: €2.14b (up 6.1% from 1H 2022). Net income: €103.5m (down 26% from 1H 2022). Profit margin: 4.8% (down from 6.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% 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.お知らせ • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.お知らせ • May 30Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V. on May 30, 2023.お知らせ • May 18Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million.Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,075,566 Price\Range: €19.85 Transaction Features: Rule 144A; Subsequent Direct Listingお知らせ • May 17Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients on May 16, 2023. All of Gillco’s staff are expected to transition to Azelis, and Bill Gillies will remain with Gillco to ensure a seamless transition. The transaction is expected to close in the second quarter of 2023, after the fulfilment of customary closing conditions.お知らせ • Nov 15Azelis Group NV, Annual General Meeting, Jun 08, 2023Azelis Group NV, Annual General Meeting, Jun 08, 2023. Agenda: Annual General Meeting.株主還元0AA6GB Trade DistributorsGB 市場7D0.8%-0.3%-0.8%1Y-25.8%9.0%15.5%株主還元を見る業界別リターン: 0AA6過去 1 年間で9 % の収益を上げたUK Trade Distributors業界を下回りました。リターン対市場: 0AA6は、過去 1 年間で15.5 % のリターンを上げたUK市場を下回りました。価格変動Is 0AA6's price volatile compared to industry and market?0AA6 volatility0AA6 Average Weekly Movement5.2%Trade Distributors Industry Average Movement5.8%Market Average Movement5.6%10% most volatile stocks in GB Market11.7%10% least volatile stocks in GB Market3.1%安定した株価: 0AA6 、 UK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: 0AA6の 週次ボラティリティ ( 5% ) 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19964,000Anna Bertonawww.azelis.comアゼリス・グループ NV は、特殊化学品と食品原料の販売に従事している。パーソナルケア、ホームケア、工業用洗浄、医薬品、ヘルスケア、食品・栄養、動物栄養、農業環境、香料、栄養補助食品などのライフサイエンス分野、CASE、先端材料・添加物、潤滑油、金属加工油、エレクトロニクス、必須・精密化学品、繊維、皮革、製紙などの工業用化学品分野で使用される特殊化学製品を提供している。欧州、中東、アフリカ、米州、アジア太平洋地域で事業を展開している。アゼリス・グループは1996年に設立され、ベルギーのアントワープに本社を置いている。もっと見るAzelis Group NV 基礎のまとめAzelis Group の収益と売上を時価総額と比較するとどうか。0AA6 基礎統計学時価総額€2.50b収益（TTM）€111.19m売上高(TTM)€4.11b22.5xPER（株価収益率0.6xP/Sレシオ0AA6 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0AA6 損益計算書（TTM）収益€4.11b売上原価€3.16b売上総利益€946.75mその他の費用€835.56m収益€111.19m直近の収益報告Dec 31, 2025次回決算日Jul 30, 2026一株当たり利益（EPS）0.46グロス・マージン23.03%純利益率2.70%有利子負債／自己資本比率63.0%0AA6 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2.2%現在の配当利回り49%配当性向0AA6 配当は確実ですか？0AA6 配当履歴とベンチマークを見る0AA6 、いつまでに購入すれば配当金を受け取れますか？Azelis Group 配当日配当落ち日Jun 29 2026配当支払日Jul 01 2026配当落ちまでの日数16 days配当支払日までの日数18 days0AA6 配当は確実ですか？0AA6 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2026/06/11 16:22終値2026/06/11 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Azelis Group NV 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。20 アナリスト機関Gaurav JainBarclaysJames StewartBarclaysAnil ShenoyBarclays17 その他のアナリストを表示
お知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.
お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.
お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.
Board Change • Mar 09High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
お知らせ • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.
お知らせ • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.
お知らせ • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.
Board Change • Mar 09High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin).
お知らせ • Feb 19Azelis Group Nv Proposes Dividend for the Year Ended 31 December 2025, Payable on 1 July 2026Azelis Group NV Board proposed to pay out a dividend of EUR 0.226 per share for the year ended 31 December 2025. 27 June 2026 is the Ex-dividend date, 30 June 2026 is the Dividend record date, and 1 July 2026 is the Dividend payment date.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.37 per share.
お知らせ • Jan 13+ 1 more updateAzelis Group NV to Report Fiscal Year 2025 Results on Feb 19, 2026Azelis Group NV announced that they will report fiscal year 2025 results on Feb 19, 2026
New Risk • Oct 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 04First half 2025 earnings released: EPS: €0.34 (vs €0.39 in 1H 2024)First half 2025 results: EPS: €0.34 (down from €0.39 in 1H 2024). Revenue: €2.16b (flat on 1H 2024). Net income: €83.5m (down 12% from 1H 2024). Profit margin: 3.9% (down from 4.4% in 1H 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 10Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l.Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (2.4%).
お知らせ • May 08+ 1 more updateAzelis Group NV Approves Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV held its Annual General Meeting on May 8, 2025 where approved for the fiscal year 2024 the payment of a gross dividend of (rounded) €0.23 per share, net (rounded) €0.16 per share after deduction of Belgian withholding tax of 30% 1. The ex-dividend date will be 27 June 2025, record date 30 June 2025, and the dividend (coupon no. 4) will be payable as of 1 July 2025, via paying agent KBC Bank NV.
お知らせ • Apr 07Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl.Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl on April 7, 2025. The acquisition aligns with Azelis’s strategy as it focusses on a targeted business that supports growing its market share in Spain, adding expertise to its EMEA-wide nutraceutical platform. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Solchem Nature Sl on April 7, 2025.
Declared Dividend • Mar 17Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 18%.
お知らせ • Mar 15Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 50,000 shares, for €1 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, for €1 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2025.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: €0.74 (vs €0.74 in FY 2023)Full year 2024 results: EPS: €0.74 (up from €0.74 in FY 2023). Revenue: €4.21b (up 1.5% from FY 2023). Net income: €180.7m (up 1.7% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 7.0% to €19.52. The fair value is estimated to be €24.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
New Risk • Feb 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
お知らせ • Feb 21+ 1 more updateAzelis Group NV Proposes Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV proposed for a dividend of EUR 54.9 million, translating to EUR 0.23 (rounded) dividend per share for the year 2024. 27 June 2025: Ex-dividend date; 30 June 2025: Dividend record date; 1 July 2025: Dividend payment date.
お知らせ • Nov 19Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy on November 18, 2024. This is subject to fulfillment of customary closing conditions. The transaction is expected to close by the end of 2024.
お知らせ • Sep 27Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o. on September 26, 2024. The transaction is subject to fulfilment of customary transaction conditions and is expected to close in the fourth quarter 2024.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.39 (vs €0.44 in 1H 2023)First half 2024 results: EPS: €0.39 (down from €0.44 in 1H 2023). Revenue: €2.15b (flat on 1H 2023). Net income: €94.8m (down 8.3% from 1H 2023). Profit margin: 4.4% (down from 4.8% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Trade Distributors industry in the United Kingdom.
Board Change • Jul 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 15Azelis Group NV Approves Gross Dividend, Payable as of July 2, 2024Azelis Group NV announced that at the AGM approved for the fiscal year 2023 the payment of a gross dividend of (rounded) €0.22 per share, net (rounded) €0.15 per share after deduction of Belgian withholding tax of 30% . The ex-dividend date will be June 28th, 2024, record date July 1st, 2024, and the dividend (coupon no. 3) will be payable as of July 2nd, 2024, via their paying agent KBC Bank NV.
お知らせ • Jun 02+ 1 more updateAzelis Group NV to Report Fiscal Year 2024 Results on Mar 06, 2025Azelis Group NV announced that they will report fiscal year 2024 results on Mar 06, 2025
Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.48, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.29 per share.
Buy Or Sell Opportunity • May 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.85. The fair value is estimated to be €24.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Board Change • May 15Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Tom Hallam was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • May 09Azelis Group NV Announces Directorate Resignations, Effective June 16, 2024Azelis Group NV announced resignation of Mr. Antonio Trius as independent director and chair of the Board of Directors on 19 April 2024 effective as of this general shareholders' meeting and resignation of Mrs. Alexandra Brand as independent director on 19 April 2024 effective as of this general shareholders' meeting.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €23.46, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total returns to shareholders of 7.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €26.67 per share.
Buy Or Sell Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to €20.36. The fair value is estimated to be €25.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Mar 30Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana.Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana on March 28, 2024. The transaction is expected to close in the second quarter of 2024, after fulfillment of customary closing conditions.
お知らせ • Mar 12Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 130,000 shares, for €2.8 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, for €2.8 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2024.
Declared Dividend • Mar 10Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 28th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 205% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 07Azelis Group NV Proposes Dividend for the Year Ended December 31, 2023, Payable on July 2, 2024Azelis Group NV proposed a dividend of EUR 53.3 million, representing 30% of distributable net profit, and implies EUR 0.22(rounded) dividend per share for the year ended December 31, 2023. Ex-dividend date is June 28, 2024. Dividend record date is July 1, 2024. Dividend payment date is July 2, 2024.
お知らせ • Dec 15Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A. on December 14, 2023. The transaction is subject to certain customary closing conditions and is expected to close early in the first quarter of 2024.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.56, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.
お知らせ • Nov 11Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd on November 9, 2023. Founders of Agspec, Jonathon Lillecrapp and Andrew Glynn,will remain with the company to ensure a seamless transition. The transaction, after fulfilment of customary closing conditions, is expected to close in Q1 2024.
お知らせ • Nov 10+ 1 more updateAzelis Group NV to Report Fiscal Year 2023 Results on Mar 07, 2024Azelis Group NV announced that they will report fiscal year 2023 results on Mar 07, 2024
お知らせ • Oct 23Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS.Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS on October 23, 2023. The acquisition strengthens Azelis’ global footprint in flavors & fragrances, which was created over the last two years following the acquisition of Quimdis in France, Vigon in America and Ashapura in India. Experts in the distribution of premium fragrance ingredients, BLH’s attractive portfolio perfectly complements the current natural ingredient ranges offered by Azelis. The transaction is expected to close in November.
Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €24.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Aug 03First half 2023 earnings released: EPS: €0.44 (vs €0.59 in 1H 2022)First half 2023 results: EPS: €0.44 (down from €0.59 in 1H 2022). Revenue: €2.14b (up 6.1% from 1H 2022). Net income: €103.5m (down 26% from 1H 2022). Profit margin: 4.8% (down from 6.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% 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.
お知らせ • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.
お知らせ • May 30Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V. on May 30, 2023.
お知らせ • May 18Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million.Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,075,566 Price\Range: €19.85 Transaction Features: Rule 144A; Subsequent Direct Listing
お知らせ • May 17Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients on May 16, 2023. All of Gillco’s staff are expected to transition to Azelis, and Bill Gillies will remain with Gillco to ensure a seamless transition. The transaction is expected to close in the second quarter of 2023, after the fulfilment of customary closing conditions.
お知らせ • Nov 15Azelis Group NV, Annual General Meeting, Jun 08, 2023Azelis Group NV, Annual General Meeting, Jun 08, 2023. Agenda: Annual General Meeting.
