View ValuationTessenderlo Group 将来の成長Future 基準チェック /36Tessenderlo Group利益と収益がそれぞれ年間73.3%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.9% 70.6%なると予測されています。主要情報73.3%収益成長率70.62%EPS成長率Chemicals 収益成長39.3%収益成長率3.4%将来の株主資本利益率4.90%アナリストカバレッジLow最終更新日07 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Mar 30Full year 2025 earnings released: €1.34 loss per share (vs €0.70 profit in FY 2024)Full year 2025 results: €1.34 loss per share (down from €0.70 profit in FY 2024). Revenue: €2.76b (up 4.4% from FY 2024). Net loss: €81.1m (down 290% from profit in FY 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Mar 26Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €22.00. The fair value is estimated to be €30.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 04+ 1 more updateTessenderlo Group NV to Report First Half, 2026 Results on Aug 27, 2026Tessenderlo Group NV announced that they will report first half, 2026 results on Aug 27, 2026Buy Or Sell Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to €26.35. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jan 08Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.63. The fair value is estimated to be €32.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Dec 09Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.43. The fair value is estimated to be €33.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 25First half 2025 earnings released: €0.16 loss per share (vs €0.97 profit in 1H 2024)First half 2025 results: €0.16 loss per share (down from €0.97 profit in 1H 2024). Revenue: €1.49b (up 7.1% from 1H 2024). Net loss: €9.50m (down 116% from profit in 1H 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 17% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Declared Dividend • May 26Dividend of €0.53 announcedShareholders will receive a dividend of €0.53. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio). However, it is well covered by cash flows (30% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. EPS is expected to grow by 113% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 22Tessenderlo Group NV announces Annual dividend, payable on June 06, 2025Tessenderlo Group NV announced Annual dividend of EUR 0.5250 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €23.30. The fair value is estimated to be €29.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 56%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Mar 27Tessenderlo Group NV, Annual General Meeting, May 13, 2025Tessenderlo Group NV, Annual General Meeting, May 13, 2025.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 107% Dividend yield: 3.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (107% payout ratio). Profit margins are more than 30% lower than last year (1.6% net profit margin).Reported Earnings • Mar 26Full year 2024 earnings released: EPS: €0.70 (vs €1.74 in FY 2023)Full year 2024 results: EPS: €0.70 (down from €1.74 in FY 2023). Revenue: €2.65b (down 9.6% from FY 2023). Net income: €42.8m (down 61% from FY 2023). Profit margin: 1.6% (down from 3.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Mar 26Tessenderlo Group NV to Report First Half, 2025 Results on Aug 21, 2025Tessenderlo Group NV announced that they will report first half, 2025 results on Aug 21, 2025Reported Earnings • Aug 25First half 2024 earnings released: EPS: €0.97 (vs €1.27 in 1H 2023)First half 2024 results: EPS: €0.97 (down from €1.27 in 1H 2023). Revenue: €1.39b (down 15% from 1H 2023). Net income: €60.4m (down 25% from 1H 2023). Profit margin: 4.3% (down from 4.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Aug 21Tessenderlo Group NV to Report Fiscal Year 2024 Results on Mar 26, 2025Tessenderlo Group NV announced that they will report fiscal year 2024 results on Mar 26, 2025Board Change • Apr 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Ann Vereecke was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: €1.74 (vs €5.27 in FY 2022)Full year 2023 results: EPS: €1.74 (down from €5.27 in FY 2022). Revenue: €2.93b (up 13% from FY 2022). Net income: €109.5m (down 52% from FY 2022). Profit margin: 3.7% (down from 8.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Jan 09Tessenderlo Group NV to Report First Half, 2024 Results on Aug 21, 2024Tessenderlo Group NV announced that they will report first half, 2024 results on Aug 21, 2024Reported Earnings • Aug 25First half 2023 earnings released: EPS: €1.27 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €1.27 (down from €3.80 in 1H 2022). Revenue: €1.63b (up 21% from 1H 2022). Net income: €80.4m (down 51% from 1H 2022). Profit margin: 4.9% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 24+ 1 more updateTessenderlo Group NV, Annual General Meeting, May 14, 2024Tessenderlo Group NV, Annual General Meeting, May 14, 2024.Upcoming Dividend • May 24Upcoming dividend of €0.53 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.4%).Reported Earnings • Mar 24Full year 2022 earnings released: EPS: €5.26 (vs €4.37 in FY 2021)Full year 2022 results: EPS: €5.26 (up from €4.37 in FY 2021). Revenue: €2.59b (up 24% from FY 2021). Net income: €226.9m (up 21% from FY 2021). Profit margin: 8.8% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 20Tessenderlo Group NV to Report First Half, 2023 Results on Aug 24, 2023Tessenderlo Group NV announced that they will report first half, 2023 results on Aug 24, 2023お知らせ • Oct 27Tessenderlo Group NV to Report Fiscal Year 2022 Results on Mar 23, 2023Tessenderlo Group NV announced that they will report fiscal year 2022 results on Mar 23, 2023Reported Earnings • Aug 25First half 2022 earnings released: EPS: €3.80 (vs €2.26 in 1H 2021)First half 2022 results: EPS: €3.80 (up from €2.26 in 1H 2021). Revenue: €1.34b (up 31% from 1H 2021). Net income: €163.6m (up 68% from 1H 2021). Profit margin: 12% (up from 9.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 27Full year 2020 earnings released: EPS €2.30 (vs €2.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €1.74b (flat on FY 2019). Net income: €99.1m (up 3.1% from FY 2019). Profit margin: 5.7% (up from 5.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 25New 90-day high: €37.28The company is up 16% from its price of €32.00 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €137 per share.Is New 90 Day High Low • Jan 13New 90-day high: €34.95The company is up 13% from its price of €30.85 on 15 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €135 per share.Is New 90 Day High Low • Sep 19New 90-day high: €34.80The company is up 26% from its price of €27.70 on 19 June 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €115 per share.業績と収益の成長予測LSE:0KCP - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,035104119303212/31/20272,98871106287412/31/20262,8667195264412/31/20252,763-8174226N/A9/30/20252,755-5492257N/A6/30/20252,746-27110289N/A3/31/20252,6978131311N/A12/31/20242,64843153333N/A9/30/20242,66966140309N/A6/30/20242,69190128284N/A3/31/20242,81010084252N/A12/31/20232,92811041219N/A9/30/20232,90112750215N/A6/30/20232,87414458210N/A3/31/20232,73118572205N/A12/31/20222,58822786200N/A9/30/20222,49424182196N/A6/30/20222,40025477192N/A3/31/20222,241221115220N/A12/31/20212,082188152248N/A9/30/20211,952149162260N/A6/30/20211,823110172272N/A3/31/20211,780105177277N/A12/31/20201,73799182282N/A9/30/20201,745118166267N/A6/30/20201,753136150252N/A3/31/20201,748116133236N/A12/31/20191,74396115220N/A9/30/20191,72290N/A201N/A6/30/20191,70183N/A183N/A3/31/20191,66187N/A145N/A12/31/20181,62192N/A108N/A9/30/20181,59977N/A103N/A6/30/20181,57863N/A98N/A3/31/20181,61844N/A141N/A12/31/20171,65726N/A184N/A9/30/20171,65851N/A182N/A6/30/20171,66076N/A179N/A3/31/20171,62587N/A144N/A12/31/20161,59099N/A109N/A9/30/20161,59291N/A102N/A6/30/20161,59484N/A95N/A3/31/20161,59284N/A117N/A12/31/20151,58985N/A138N/A9/30/20151,53965N/A124N/A6/30/20151,50970N/A122N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0KCPは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。収益対市場: 0KCP今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 0KCP今後 3 年以内に収益を上げることが予想されます。収益対市場: 0KCPの収益 ( 3.4% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: 0KCPの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0KCPの 自己資本利益率 は、3年後には低くなると予測されています ( 4.9 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 10:28終値2026/05/22 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Tessenderlo Group NV 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Mark GevensBNP ParibasFrank ClaassenDegroof PetercamOliver ReiffDeutsche Bank2 その他のアナリストを表示
Reported Earnings • Mar 30Full year 2025 earnings released: €1.34 loss per share (vs €0.70 profit in FY 2024)Full year 2025 results: €1.34 loss per share (down from €0.70 profit in FY 2024). Revenue: €2.76b (up 4.4% from FY 2024). Net loss: €81.1m (down 290% from profit in FY 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Mar 26Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €22.00. The fair value is estimated to be €30.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 04+ 1 more updateTessenderlo Group NV to Report First Half, 2026 Results on Aug 27, 2026Tessenderlo Group NV announced that they will report first half, 2026 results on Aug 27, 2026
Buy Or Sell Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to €26.35. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jan 08Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.63. The fair value is estimated to be €32.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Dec 09Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.43. The fair value is estimated to be €33.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 25First half 2025 earnings released: €0.16 loss per share (vs €0.97 profit in 1H 2024)First half 2025 results: €0.16 loss per share (down from €0.97 profit in 1H 2024). Revenue: €1.49b (up 7.1% from 1H 2024). Net loss: €9.50m (down 116% from profit in 1H 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 17% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Declared Dividend • May 26Dividend of €0.53 announcedShareholders will receive a dividend of €0.53. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio). However, it is well covered by cash flows (30% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. EPS is expected to grow by 113% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 22Tessenderlo Group NV announces Annual dividend, payable on June 06, 2025Tessenderlo Group NV announced Annual dividend of EUR 0.5250 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.
Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €23.30. The fair value is estimated to be €29.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 56%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Mar 27Tessenderlo Group NV, Annual General Meeting, May 13, 2025Tessenderlo Group NV, Annual General Meeting, May 13, 2025.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 107% Dividend yield: 3.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (107% payout ratio). Profit margins are more than 30% lower than last year (1.6% net profit margin).
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: €0.70 (vs €1.74 in FY 2023)Full year 2024 results: EPS: €0.70 (down from €1.74 in FY 2023). Revenue: €2.65b (down 9.6% from FY 2023). Net income: €42.8m (down 61% from FY 2023). Profit margin: 1.6% (down from 3.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 26Tessenderlo Group NV to Report First Half, 2025 Results on Aug 21, 2025Tessenderlo Group NV announced that they will report first half, 2025 results on Aug 21, 2025
Reported Earnings • Aug 25First half 2024 earnings released: EPS: €0.97 (vs €1.27 in 1H 2023)First half 2024 results: EPS: €0.97 (down from €1.27 in 1H 2023). Revenue: €1.39b (down 15% from 1H 2023). Net income: €60.4m (down 25% from 1H 2023). Profit margin: 4.3% (down from 4.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 21Tessenderlo Group NV to Report Fiscal Year 2024 Results on Mar 26, 2025Tessenderlo Group NV announced that they will report fiscal year 2024 results on Mar 26, 2025
Board Change • Apr 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Ann Vereecke was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: €1.74 (vs €5.27 in FY 2022)Full year 2023 results: EPS: €1.74 (down from €5.27 in FY 2022). Revenue: €2.93b (up 13% from FY 2022). Net income: €109.5m (down 52% from FY 2022). Profit margin: 3.7% (down from 8.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Jan 09Tessenderlo Group NV to Report First Half, 2024 Results on Aug 21, 2024Tessenderlo Group NV announced that they will report first half, 2024 results on Aug 21, 2024
Reported Earnings • Aug 25First half 2023 earnings released: EPS: €1.27 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €1.27 (down from €3.80 in 1H 2022). Revenue: €1.63b (up 21% from 1H 2022). Net income: €80.4m (down 51% from 1H 2022). Profit margin: 4.9% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 24+ 1 more updateTessenderlo Group NV, Annual General Meeting, May 14, 2024Tessenderlo Group NV, Annual General Meeting, May 14, 2024.
Upcoming Dividend • May 24Upcoming dividend of €0.53 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.4%).
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: €5.26 (vs €4.37 in FY 2021)Full year 2022 results: EPS: €5.26 (up from €4.37 in FY 2021). Revenue: €2.59b (up 24% from FY 2021). Net income: €226.9m (up 21% from FY 2021). Profit margin: 8.8% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 20Tessenderlo Group NV to Report First Half, 2023 Results on Aug 24, 2023Tessenderlo Group NV announced that they will report first half, 2023 results on Aug 24, 2023
お知らせ • Oct 27Tessenderlo Group NV to Report Fiscal Year 2022 Results on Mar 23, 2023Tessenderlo Group NV announced that they will report fiscal year 2022 results on Mar 23, 2023
Reported Earnings • Aug 25First half 2022 earnings released: EPS: €3.80 (vs €2.26 in 1H 2021)First half 2022 results: EPS: €3.80 (up from €2.26 in 1H 2021). Revenue: €1.34b (up 31% from 1H 2021). Net income: €163.6m (up 68% from 1H 2021). Profit margin: 12% (up from 9.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €2.30 (vs €2.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €1.74b (flat on FY 2019). Net income: €99.1m (up 3.1% from FY 2019). Profit margin: 5.7% (up from 5.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 25New 90-day high: €37.28The company is up 16% from its price of €32.00 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €137 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €34.95The company is up 13% from its price of €30.85 on 15 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €135 per share.
Is New 90 Day High Low • Sep 19New 90-day high: €34.80The company is up 26% from its price of €27.70 on 19 June 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €115 per share.