View Financial HealthImerys 配当と自社株買い配当金 基準チェック /26Imerys配当を支払う会社であり、現在の利回りは3.41%です。主要情報3.4%配当利回り0.5%バイバック利回り総株主利回り3.9%将来の配当利回り4.2%配当成長-4.7%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向-16%最近の配当と自社株買いの更新お知らせ • Feb 21Imerys S.A. announces Annual dividend, payable on May 22, 2026Imerys S.A. announced Annual dividend of EUR 0.7500 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.お知らせ • Feb 25Imerys S.A. announces Annual dividend, payable on May 22, 2025Imerys S.A. announced Annual dividend of EUR 1.4500 per share payable on May 22, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.Upcoming Dividend • May 14Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (4.0%).Upcoming Dividend • May 08Upcoming dividend of €3.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.9%).Upcoming Dividend • May 06Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%).すべての更新を表示Recent updatesお知らせ • Apr 07Imerys S.A., Annual General Meeting, May 12, 2026Imerys S.A., Annual General Meeting, May 12, 2026. Location: 3 quai de grenelle, paris Franceお知らせ • Mar 03+ 2 more updatesImerys S.A. to Report Q3, 2026 Results on Oct 29, 2026Imerys S.A. announced that they will report Q3, 2026 results at 6:00 PM, Central European Standard Time on Oct 29, 2026お知らせ • Feb 21Imerys S.A. announces Annual dividend, payable on May 22, 2026Imerys S.A. announced Annual dividend of EUR 0.7500 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.お知らせ • Jul 30Imerys S.A. to Report Fiscal Year 2025 Results on Feb 19, 2026Imerys S.A. announced that they will report fiscal year 2025 results on Feb 19, 2026お知らせ • Apr 05Imerys S.A., Annual General Meeting, May 13, 2025Imerys S.A., Annual General Meeting, May 13, 2025. Location: new cap event center, 3 quai de grenelle, paris Franceお知らせ • Feb 25Imerys S.A. announces Annual dividend, payable on May 22, 2025Imerys S.A. announced Annual dividend of EUR 1.4500 per share payable on May 22, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.お知らせ • Feb 14+ 3 more updatesImerys S.A. to Report Fiscal Year 2024 Results on Feb 20, 2025Imerys S.A. announced that they will report fiscal year 2024 results on Feb 20, 2025Upcoming Dividend • May 14Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (4.0%).Reported Earnings • May 04First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.82. Revenue: €926.0m (down 7.1% from 1Q 2023). Net income: €69.0m (up 11% from 1Q 2023). Profit margin: 7.5% (up from 6.2% in 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • May 01+ 1 more updateImerys S.A. to Report Q2, 2024 Results on Jul 29, 2024Imerys S.A. announced that they will report Q2, 2024 results on Jul 29, 2024お知らせ • Mar 30Imerys Enters into Exclusive Negotiations for the Sale of its Assets Serving the Paper MarketImerys S.A. (ENXTPA:NK) announced that it has entered into exclusive negotiations with Flacks Group for the contemplated divestment of its assets serving the paper market. The completion of the contemplated transaction is subject to the fulfillment of customary conditions for this type of transactions, including regulatory approvals and relevant work council consultations. The transaction is expected to be completed in the course of 2024. These activities are operated by approximately 900 employees in 24 plants in the Americas and Asia, as well as certain locations in Europe.お知らせ • Feb 01Mytilineos S.A. (ATSE:MYTIL) acquired IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK).Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million on September 5, 2023. The consideration of €10 million will be paid Upon completion of the transaction. With this agreement, M Metals is significantly strengthened, as the bauxite production capacity of the mining activity already available to MYTILINEOS through DelphiDistomon, whose annual production amounts to 570,000 tons of bauxite, is increased. The Transaction is subject to approval from the Hellenic Competition Commission.Mytilineos S.A. (ATSE:MYTIL) completed the acquisition of IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) on February 1, 2024.お知らせ • Dec 22+ 1 more updateImerys S.A. to Report Q1, 2024 Results on Apr 30, 2024Imerys S.A. announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Oct 31Imerys S.A. to Report Fiscal Year 2023 Results on Feb 21, 2024Imerys S.A. announced that they will report fiscal year 2023 results on Feb 21, 2024Board Change • Sep 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 05Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million.Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million on September 5, 2023. The consideration of €10 million will be paid Upon completion of the transaction. With this agreement, M Metals is significantly strengthened, as the bauxite production capacity of the mining activity already available to MYTILINEOS through DelphiDistomon, whose annual production amounts to 570,000 tons of bauxite, is increased. The Transaction is subject to approval from the Hellenic Competition Commission.お知らせ • Aug 31Mytilineos is in Advanced Negotiations to Acquire Imerys Bauxite GreeceMytilineos S.A. (ATSE:MYTIL) said it is in advanced negotiations with Imerys S.A. (ENXTPA:NK) about the acquisition of Imerys Bauxite Greece. The company said negotiations have not yet been concluded.Board Change • Aug 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 09High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 08Upcoming dividend of €3.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.9%).Reported Earnings • May 04First quarter 2023 earnings released: EPS: €0.73 (vs €0.86 in 1Q 2022)First quarter 2023 results: EPS: €0.73 (down from €0.86 in 1Q 2022). Revenue: €997.0m (down 18% from 1Q 2022). Net income: €62.0m (down 15% from 1Q 2022). Profit margin: 6.2% (up from 6.0% in 1Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • May 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 07High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 21Full year 2022 earnings released: EPS: €1.89 (vs €2.84 in FY 2021)Full year 2022 results: EPS: €1.89 (down from €2.84 in FY 2021). Revenue: €4.28b (down 2.3% from FY 2021). Net income: €159.9m (down 33% from FY 2021). Profit margin: 3.7% (down from 5.5% in FY 2021). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in the United Kingdom are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17+ 1 more updateImerys S.A. to Report Q3, 2023 Results on Oct 30, 2023Imerys S.A. announced that they will report Q3, 2023 results on Oct 30, 2023Board Change • Feb 04High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 02Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million.Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million on January 31, 2023. As of December 31, 2022, High Temperature Solutions generated revenues of €981 million and has 36 industrial sites in 16 countries. Kirkland & Ellis LLP and Willkie Farr & Gallagher LLP provided legal counsel to Platinum Equity on the transaction. Platinum Equity, LLC completed the acquisition of High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) on January 31, 2023.Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 03Imerys S.A. to Report Fiscal Year 2022 Results on Feb 16, 2023Imerys S.A. announced that they will report fiscal year 2022 results on Feb 16, 2023Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €34.58, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 9.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.98 per share.Board Change • Sep 30High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 30High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 15High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 10High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS €0.82 (vs €0.16 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.10b (up 26% from 2Q 2020). Net income: €69.8m (up 454% from 2Q 2020). Profit margin: 6.3% (up from 1.4% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 06Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%).Reported Earnings • May 02First quarter 2021 earnings released: EPS €0.85 (vs €0.56 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.06b (up 2.9% from 1Q 2020). Net income: €72.0m (up 64% from 1Q 2020). Profit margin: 6.8% (up from 4.3% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.Is New 90 Day High Low • Mar 01New 90-day high: €43.72The company is up 23% from its price of €35.56 on 01 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.94 per share.Reported Earnings • Feb 20Full year 2020 earnings released: EPS €0.37 (vs €1.53 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.80b (down 13% from FY 2019). Net income: €30.1m (down 75% from FY 2019). Profit margin: 0.8% (down from 2.8% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 8.0%, compared to a 6.0% growth forecast for the Basic Materials industry in the United Kingdom.Is New 90 Day High Low • Dec 23New 90-day high: €38.14The company is up 22% from its price of €31.32 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.78 per share.Is New 90 Day High Low • Dec 01New 90-day high: €35.56The company is up 4.0% from its price of €34.14 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.63 per share.決済の安定と成長配当データの取得安定した配当: NKPの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: NKPの配当金支払額は過去10年間減少しています。配当利回り対市場Imerys 配当利回り対市場NKP 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (NKP)3.4%市場下位25% (GB)2.2%市場トップ25% (GB)5.6%業界平均 (Basic Materials)5.0%アナリスト予想 (NKP) (最長3年)4.2%注目すべき配当: NKPの配当金 ( 3.41% ) はUK市場の配当金支払者の下位 25% ( 2.23% ) よりも高くなっています。高配当: NKPの配当金 ( 3.41% ) はUK市場の配当金支払者の上位 25% ( 5.64% ) と比較すると低いです。株主への利益配当収益カバレッジ: NKPは配当金を支払っていますが、会社は利益を上げていません。株主配当金キャッシュフローカバレッジ: NKPの 現金配当性向 ( 49.2% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YGB 市場の強力な配当支払い企業。View Management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2026/05/23 17:14終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Imerys S.A. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Aron CeccarelliBerenbergSebastian BrayBerenbergAdrien TamagnoBerenberg13 その他のアナリストを表示
お知らせ • Feb 21Imerys S.A. announces Annual dividend, payable on May 22, 2026Imerys S.A. announced Annual dividend of EUR 0.7500 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.
お知らせ • Feb 25Imerys S.A. announces Annual dividend, payable on May 22, 2025Imerys S.A. announced Annual dividend of EUR 1.4500 per share payable on May 22, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.
Upcoming Dividend • May 14Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (4.0%).
Upcoming Dividend • May 08Upcoming dividend of €3.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.9%).
Upcoming Dividend • May 06Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%).
お知らせ • Apr 07Imerys S.A., Annual General Meeting, May 12, 2026Imerys S.A., Annual General Meeting, May 12, 2026. Location: 3 quai de grenelle, paris France
お知らせ • Mar 03+ 2 more updatesImerys S.A. to Report Q3, 2026 Results on Oct 29, 2026Imerys S.A. announced that they will report Q3, 2026 results at 6:00 PM, Central European Standard Time on Oct 29, 2026
お知らせ • Feb 21Imerys S.A. announces Annual dividend, payable on May 22, 2026Imerys S.A. announced Annual dividend of EUR 0.7500 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.
お知らせ • Jul 30Imerys S.A. to Report Fiscal Year 2025 Results on Feb 19, 2026Imerys S.A. announced that they will report fiscal year 2025 results on Feb 19, 2026
お知らせ • Apr 05Imerys S.A., Annual General Meeting, May 13, 2025Imerys S.A., Annual General Meeting, May 13, 2025. Location: new cap event center, 3 quai de grenelle, paris France
お知らせ • Feb 25Imerys S.A. announces Annual dividend, payable on May 22, 2025Imerys S.A. announced Annual dividend of EUR 1.4500 per share payable on May 22, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.
お知らせ • Feb 14+ 3 more updatesImerys S.A. to Report Fiscal Year 2024 Results on Feb 20, 2025Imerys S.A. announced that they will report fiscal year 2024 results on Feb 20, 2025
Upcoming Dividend • May 14Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (4.0%).
Reported Earnings • May 04First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.82. Revenue: €926.0m (down 7.1% from 1Q 2023). Net income: €69.0m (up 11% from 1Q 2023). Profit margin: 7.5% (up from 6.2% in 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • May 01+ 1 more updateImerys S.A. to Report Q2, 2024 Results on Jul 29, 2024Imerys S.A. announced that they will report Q2, 2024 results on Jul 29, 2024
お知らせ • Mar 30Imerys Enters into Exclusive Negotiations for the Sale of its Assets Serving the Paper MarketImerys S.A. (ENXTPA:NK) announced that it has entered into exclusive negotiations with Flacks Group for the contemplated divestment of its assets serving the paper market. The completion of the contemplated transaction is subject to the fulfillment of customary conditions for this type of transactions, including regulatory approvals and relevant work council consultations. The transaction is expected to be completed in the course of 2024. These activities are operated by approximately 900 employees in 24 plants in the Americas and Asia, as well as certain locations in Europe.
お知らせ • Feb 01Mytilineos S.A. (ATSE:MYTIL) acquired IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK).Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million on September 5, 2023. The consideration of €10 million will be paid Upon completion of the transaction. With this agreement, M Metals is significantly strengthened, as the bauxite production capacity of the mining activity already available to MYTILINEOS through DelphiDistomon, whose annual production amounts to 570,000 tons of bauxite, is increased. The Transaction is subject to approval from the Hellenic Competition Commission.Mytilineos S.A. (ATSE:MYTIL) completed the acquisition of IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) on February 1, 2024.
お知らせ • Dec 22+ 1 more updateImerys S.A. to Report Q1, 2024 Results on Apr 30, 2024Imerys S.A. announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Oct 31Imerys S.A. to Report Fiscal Year 2023 Results on Feb 21, 2024Imerys S.A. announced that they will report fiscal year 2023 results on Feb 21, 2024
Board Change • Sep 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 05Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million.Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million on September 5, 2023. The consideration of €10 million will be paid Upon completion of the transaction. With this agreement, M Metals is significantly strengthened, as the bauxite production capacity of the mining activity already available to MYTILINEOS through DelphiDistomon, whose annual production amounts to 570,000 tons of bauxite, is increased. The Transaction is subject to approval from the Hellenic Competition Commission.
お知らせ • Aug 31Mytilineos is in Advanced Negotiations to Acquire Imerys Bauxite GreeceMytilineos S.A. (ATSE:MYTIL) said it is in advanced negotiations with Imerys S.A. (ENXTPA:NK) about the acquisition of Imerys Bauxite Greece. The company said negotiations have not yet been concluded.
Board Change • Aug 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 09High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 08Upcoming dividend of €3.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.9%).
Reported Earnings • May 04First quarter 2023 earnings released: EPS: €0.73 (vs €0.86 in 1Q 2022)First quarter 2023 results: EPS: €0.73 (down from €0.86 in 1Q 2022). Revenue: €997.0m (down 18% from 1Q 2022). Net income: €62.0m (down 15% from 1Q 2022). Profit margin: 6.2% (up from 6.0% in 1Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • May 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 07High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 21Full year 2022 earnings released: EPS: €1.89 (vs €2.84 in FY 2021)Full year 2022 results: EPS: €1.89 (down from €2.84 in FY 2021). Revenue: €4.28b (down 2.3% from FY 2021). Net income: €159.9m (down 33% from FY 2021). Profit margin: 3.7% (down from 5.5% in FY 2021). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in the United Kingdom are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17+ 1 more updateImerys S.A. to Report Q3, 2023 Results on Oct 30, 2023Imerys S.A. announced that they will report Q3, 2023 results on Oct 30, 2023
Board Change • Feb 04High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 02Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million.Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million on January 31, 2023. As of December 31, 2022, High Temperature Solutions generated revenues of €981 million and has 36 industrial sites in 16 countries. Kirkland & Ellis LLP and Willkie Farr & Gallagher LLP provided legal counsel to Platinum Equity on the transaction. Platinum Equity, LLC completed the acquisition of High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) on January 31, 2023.
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 03Imerys S.A. to Report Fiscal Year 2022 Results on Feb 16, 2023Imerys S.A. announced that they will report fiscal year 2022 results on Feb 16, 2023
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €34.58, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 9.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.98 per share.
Board Change • Sep 30High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 30High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 15High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 10High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS €0.82 (vs €0.16 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.10b (up 26% from 2Q 2020). Net income: €69.8m (up 454% from 2Q 2020). Profit margin: 6.3% (up from 1.4% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 06Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%).
Reported Earnings • May 02First quarter 2021 earnings released: EPS €0.85 (vs €0.56 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.06b (up 2.9% from 1Q 2020). Net income: €72.0m (up 64% from 1Q 2020). Profit margin: 6.8% (up from 4.3% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.
Is New 90 Day High Low • Mar 01New 90-day high: €43.72The company is up 23% from its price of €35.56 on 01 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.94 per share.
Reported Earnings • Feb 20Full year 2020 earnings released: EPS €0.37 (vs €1.53 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.80b (down 13% from FY 2019). Net income: €30.1m (down 75% from FY 2019). Profit margin: 0.8% (down from 2.8% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 8.0%, compared to a 6.0% growth forecast for the Basic Materials industry in the United Kingdom.
Is New 90 Day High Low • Dec 23New 90-day high: €38.14The company is up 22% from its price of €31.32 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.78 per share.
Is New 90 Day High Low • Dec 01New 90-day high: €35.56The company is up 4.0% from its price of €34.14 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.63 per share.