View ValuationBuzzi 将来の成長Future 基準チェック /06Buzzi利益と収益がそれぞれ年間0.2%と3.5%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11.5% 2.1%なると予測されています。主要情報0.2%収益成長率2.06%EPS成長率Basic Materials 収益成長20.9%収益成長率3.5%将来の株主資本利益率11.47%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 1 independent director (5 non-independent directors). Non-Executive Independent Director Aldo Romario was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buy Or Sell Opportunity • May 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €43.16. The fair value is estimated to be €53.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.Upcoming Dividend • May 11Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.9%).Declared Dividend • Apr 05Dividend of €0.70 announcedDividend of €0.70 is the same as last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 04Buzzi S.p.A. announces Annual dividend, payable on May 20, 2026Buzzi S.p.A. announced Annual dividend of EUR 0.7000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.New Risk • Apr 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 02Full year 2025 earnings releasedFull year 2025 results: Revenue: €4.52b (up 4.3% from FY 2024). Net income: €921.3m (down 2.2% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Basic Materials industry in the United Kingdom.お知らせ • Apr 02Buzzi S.p.A., Annual General Meeting, May 13, 2026Buzzi S.p.A., Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time. Location: casale monferrato via luigi buzzi n 6, alessandria Italyお知らせ • Mar 03Buzzi S.p.A. (BIT:BZU) commences an Equity Buyback Plan for 36,204,976 shares, representing 20% of its issued share capital, under the authorization approved on May 13, 2025.Buzzi Unicem S.p.A. (BIT:BZU) commences share repurchases on February 27, 2025, under the program mandated by the shareholders in the Ordinary Shareholders Meeting held on May 13, 2025. As per the mandate, the company is authorized to repurchase up to 36,204,976 ordinary shares, representing 20% for €200 million. The proposed purchase price must be between a minimum per share of not less than 10% and maximum of no more than 10% compared to the reference price of the ordinary share or savings shares recorded in the stock market session of the day before the completion of each individual transaction. The authorization is also aimed at allowing the company to use treasury shares as a payment in extraordinary transactions, also of equity interest swap or of conversion of bonds of possible future issuance, or for distribution, for a consideration or without consideration, to directors and employees of the company or its subsidiaries as well as for allocation to shareholders without consideration. The program will be valid for a period of 18 months. As of March 28, 2025 the company had 181,024,878 ordinary shares in issue 11,601,276 ordinary shares in treasury. On May 9, 2024, the company announces a share repurchase program. Under the program, the company will repurchase up to €200 million worth of its shares. The program will start from February 27, 2026, and is expected to end by August 2026.New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 09Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €50.20. The fair value is estimated to be €41.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to decline by 2.7% in the next 2 years.Buy Or Sell Opportunity • Oct 24Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to €49.94. The fair value is estimated to be €40.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.Buy Or Sell Opportunity • Oct 09Now 21% overvaluedOver the last 90 days, the stock has fallen 4.2% to €49.34. The fair value is estimated to be €40.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to decline by 2.0% in the next 2 years.Reported Earnings • Aug 07First half 2025 earnings releasedFirst half 2025 results: Revenue: €2.19b (up 6.4% from 1H 2024). Net income: €386.3m (down 8.4% from 1H 2024). Profit margin: 18% (down from 21% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Basic Materials industry in the United Kingdom.Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €40.73. The fair value is estimated to be €52.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.お知らせ • May 15Buzzi S.p.A. announced that it expects to receive €150 million in fundingBuzzi S.p.A. announced a private placement to issue convertible bonds to qualified investors for gross proceeds of €150,000,000 on May 13, 2025. The company has received approval from the board of directors.Upcoming Dividend • May 12Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.4%).Declared Dividend • Apr 07Dividend increased to €0.70Dividend of €0.70 is 17% higher than last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 1.7%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 07Buzzi S.p.A., Annual General Meeting, May 13, 2025Buzzi S.p.A., Annual General Meeting, May 13, 2025, at 09:00 W. Europe Standard Time. Location: casale monferrato via luigi buzzi 6, alessandria Italyお知らせ • Mar 30Buzzi S.p.A. announces Annual dividend, payable on May 21, 2025Buzzi S.p.A. announced Annual dividend of EUR 0.7000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €5.14 (vs €5.22 in FY 2023)Full year 2024 results: EPS: €5.14 (down from €5.22 in FY 2023). Revenue: €4.31b (flat on FY 2023). Net income: €942.3m (down 2.5% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 27Now 22% undervaluedOver the last 90 days, the stock has risen 34% to €48.02. The fair value is estimated to be €61.33, 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 30%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.New Risk • Mar 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock has risen 27% to €48.60. The fair value is estimated to be €61.33, 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 30%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €52.63, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 229% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.96 per share.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €41.63, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.02 per share.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €2.28 (vs €2.33 in 1H 2023)First half 2024 results: EPS: €2.28 (down from €2.33 in 1H 2023). Revenue: €2.05b (down 4.5% from 1H 2023). Net income: €421.7m (down 2.2% from 1H 2023). Profit margin: 21% (in line with 1H 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 13Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.0%).Declared Dividend • Apr 08Dividend increased to €0.60Dividend of €0.60 is 33% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 16%.Buy Or Sell Opportunity • Apr 02Now 21% undervaluedOver the last 90 days, the stock has risen 28% to €34.99. The fair value is estimated to be €44.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.0% per annum over the same time period.Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €5.22 (vs €2.46 in FY 2022)Full year 2023 results: EPS: €5.22 (up from €2.46 in FY 2022). Revenue: €4.37b (up 9.4% from FY 2022). Net income: €966.5m (up 111% from FY 2022). Profit margin: 22% (up from 12% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.0% 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 increased by 22% per year whereas the company’s share price has increased by 18% per year.お知らせ • Mar 27+ 1 more updateBuzzi S.p.A. to Report Fiscal Year 2023 Results on Mar 28, 2024Buzzi S.p.A. announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Aug 06First half 2023 earnings released: EPS: €2.33 (vs €0.47 in 1H 2022)First half 2023 results: EPS: €2.33 (up from €0.47 in 1H 2022). Revenue: €2.15b (up 14% from 1H 2022). Net income: €431.1m (up 386% from 1H 2022). Profit margin: 20% (up from 4.7% in 1H 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year.Buying Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €27.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings is also forecast to grow by 7.6% per annum over the same time period.Buying Opportunity • May 22Now 21% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €28.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.Upcoming Dividend • May 15Upcoming dividend of €0.45 per share at 2.0% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%).Reported Earnings • Apr 25Full year 2022 earnings releasedFull year 2022 results: Net income: €458.8m (down 15% from FY 2021). Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Basic Materials industry in the United Kingdom.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Executive Director Gigi Buzzi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 22+ 5 more updatesBuzzi Unicem S.p.A. to Report Q3, 2023 Results on Nov 08, 2023Buzzi Unicem S.p.A. announced that they will report Q3, 2023 results on Nov 08, 2023Buying Opportunity • Dec 07Now 21% undervaluedOver the last 90 days, the stock is up 9.3%. The fair value is estimated to be €22.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €209.6m from profit in 1H 2021). Profit margin: (down from 13% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.1%, compared to a 4.1% growth forecast for the industry in the United Kingdom.Upcoming Dividend • May 16Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (4.0%).Reported Earnings • Mar 28Full year 2021 earnings releasedFull year 2021 results: Revenue: €3.45b (up 6.9% from FY 2020). Net income: €541.9m (down 3.3% from FY 2020). Profit margin: 16% (down from 17% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to €17.93, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 8.6% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €16.98, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 5.3% over the past three years.Reported Earnings • Aug 06First half 2021 earnings released: EPS €1.09 (vs €1.05 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: €1.61b (up 5.8% from 1H 2020). Net income: €209.6m (down 3.2% from 1H 2020). Profit margin: 13% (down from 14% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 17Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €3.22b (flat on FY 2019). Net income: €560.2m (up 45% from FY 2019). Profit margin: 17% (up from 12% in FY 2019).Reported Earnings • Mar 28Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €3.22b (flat on FY 2019). Net income: €560.2m (up 45% from FY 2019). Profit margin: 17% (up from 12% in FY 2019).Is New 90 Day High Low • Mar 11New 90-day high: €22.23The company is up 16% from its price of €19.17 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Basic Materials 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 €37.31 per share.Upcoming Dividend • Jan 25Upcoming Dividend of €0.75 Per ShareWill be paid on the 3rd of February to those who are registered shareholders by the 1st of February. The trailing yield of 0.7% is below the top quartile of British dividend payers (4.6%), and is lower than industry peers (2.6%).Is New 90 Day High Low • Sep 27New 90-day low: €19.10The company is down 1.0% from its price of €19.25 on 29 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.83 per share.業績と収益の成長予測LSE:0NVQ - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,0199256481,1041012/31/20274,8428915941,0531312/31/20264,6358615269841312/31/20254,527921489914N/A9/30/20254,494914491929N/A6/30/20254,468907493944N/A3/31/20254,400925489938N/A12/31/20244,325942484933N/A9/30/20244,282950482895N/A6/30/20244,239957481857N/A3/31/20244,286962498838N/A12/31/20234,333967515819N/A9/30/20234,300884412706N/A6/30/20234,268801309594N/A3/31/20234,133630218494N/A12/31/20223,998459128395N/A9/30/20223,858440183436N/A6/30/20223,719421237478N/A3/31/20223,583481307535N/A12/31/20213,447542377592N/A9/30/20213,380548375593N/A6/30/20213,313553373594N/A3/31/20213,269557367591N/A12/31/20203,224560361589N/A9/30/20203,225514382615N/A6/30/20203,225468403641N/A3/31/20203,224427361608N/A12/31/20193,223386318575N/A9/30/20193,140390N/A501N/A6/30/20193,056394N/A427N/A3/31/20192,966388N/A379N/A12/31/20182,875382N/A332N/A9/30/20182,834390N/A311N/A6/30/20182,792397N/A290N/A3/31/20182,801394N/A330N/A12/31/20172,809392N/A371N/A9/30/20172,754223N/AN/AN/A6/30/20172,765173N/A355N/A3/31/20172,809201N/AN/AN/A12/31/20162,672146N/A304N/A9/30/20162,667186N/AN/AN/A6/30/20162,690181N/A304N/A3/31/20162,693170N/AN/AN/A12/31/20152,666125N/A302N/A9/30/20152,610183N/AN/AN/A6/30/20152,568174N/A266N/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: 0NVQの予測収益成長率 (年間0.2% ) は 貯蓄率 ( 3.4% ) を下回っています。収益対市場: 0NVQの収益 ( 0.2% ) UK市場 ( 11.4% ) よりも低い成長が予測されています。高成長収益: 0NVQの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0NVQの収益 ( 3.5% ) 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: 0NVQの収益 ( 3.5% ) 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: 0NVQ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 ( 11.5 %)。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2026/05/22 21:48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Buzzi S.p.A. 13 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。31 アナリスト機関Andrea BelloliBanca Akros S.p.A. (ESN)Andrea BelloliBanca Akros S.p.A. (ESN)Tom ZhangBarclays28 その他のアナリストを表示
Board Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 1 independent director (5 non-independent directors). Non-Executive Independent Director Aldo Romario was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buy Or Sell Opportunity • May 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €43.16. The fair value is estimated to be €53.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.
Upcoming Dividend • May 11Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.9%).
Declared Dividend • Apr 05Dividend of €0.70 announcedDividend of €0.70 is the same as last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 04Buzzi S.p.A. announces Annual dividend, payable on May 20, 2026Buzzi S.p.A. announced Annual dividend of EUR 0.7000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
New Risk • Apr 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 02Full year 2025 earnings releasedFull year 2025 results: Revenue: €4.52b (up 4.3% from FY 2024). Net income: €921.3m (down 2.2% from FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Basic Materials industry in the United Kingdom.
お知らせ • Apr 02Buzzi S.p.A., Annual General Meeting, May 13, 2026Buzzi S.p.A., Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time. Location: casale monferrato via luigi buzzi n 6, alessandria Italy
お知らせ • Mar 03Buzzi S.p.A. (BIT:BZU) commences an Equity Buyback Plan for 36,204,976 shares, representing 20% of its issued share capital, under the authorization approved on May 13, 2025.Buzzi Unicem S.p.A. (BIT:BZU) commences share repurchases on February 27, 2025, under the program mandated by the shareholders in the Ordinary Shareholders Meeting held on May 13, 2025. As per the mandate, the company is authorized to repurchase up to 36,204,976 ordinary shares, representing 20% for €200 million. The proposed purchase price must be between a minimum per share of not less than 10% and maximum of no more than 10% compared to the reference price of the ordinary share or savings shares recorded in the stock market session of the day before the completion of each individual transaction. The authorization is also aimed at allowing the company to use treasury shares as a payment in extraordinary transactions, also of equity interest swap or of conversion of bonds of possible future issuance, or for distribution, for a consideration or without consideration, to directors and employees of the company or its subsidiaries as well as for allocation to shareholders without consideration. The program will be valid for a period of 18 months. As of March 28, 2025 the company had 181,024,878 ordinary shares in issue 11,601,276 ordinary shares in treasury. On May 9, 2024, the company announces a share repurchase program. Under the program, the company will repurchase up to €200 million worth of its shares. The program will start from February 27, 2026, and is expected to end by August 2026.
New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 09Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €50.20. The fair value is estimated to be €41.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to decline by 2.7% in the next 2 years.
Buy Or Sell Opportunity • Oct 24Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to €49.94. The fair value is estimated to be €40.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.
Buy Or Sell Opportunity • Oct 09Now 21% overvaluedOver the last 90 days, the stock has fallen 4.2% to €49.34. The fair value is estimated to be €40.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to decline by 2.0% in the next 2 years.
Reported Earnings • Aug 07First half 2025 earnings releasedFirst half 2025 results: Revenue: €2.19b (up 6.4% from 1H 2024). Net income: €386.3m (down 8.4% from 1H 2024). Profit margin: 18% (down from 21% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Basic Materials industry in the United Kingdom.
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €40.73. The fair value is estimated to be €52.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
お知らせ • May 15Buzzi S.p.A. announced that it expects to receive €150 million in fundingBuzzi S.p.A. announced a private placement to issue convertible bonds to qualified investors for gross proceeds of €150,000,000 on May 13, 2025. The company has received approval from the board of directors.
Upcoming Dividend • May 12Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.4%).
Declared Dividend • Apr 07Dividend increased to €0.70Dividend of €0.70 is 17% higher than last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 1.7%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 07Buzzi S.p.A., Annual General Meeting, May 13, 2025Buzzi S.p.A., Annual General Meeting, May 13, 2025, at 09:00 W. Europe Standard Time. Location: casale monferrato via luigi buzzi 6, alessandria Italy
お知らせ • Mar 30Buzzi S.p.A. announces Annual dividend, payable on May 21, 2025Buzzi S.p.A. announced Annual dividend of EUR 0.7000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €5.14 (vs €5.22 in FY 2023)Full year 2024 results: EPS: €5.14 (down from €5.22 in FY 2023). Revenue: €4.31b (flat on FY 2023). Net income: €942.3m (down 2.5% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 27Now 22% undervaluedOver the last 90 days, the stock has risen 34% to €48.02. The fair value is estimated to be €61.33, 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 30%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.
New Risk • Mar 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock has risen 27% to €48.60. The fair value is estimated to be €61.33, 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 30%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €52.63, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 229% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.96 per share.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €41.63, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.02 per share.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €2.28 (vs €2.33 in 1H 2023)First half 2024 results: EPS: €2.28 (down from €2.33 in 1H 2023). Revenue: €2.05b (down 4.5% from 1H 2023). Net income: €421.7m (down 2.2% from 1H 2023). Profit margin: 21% (in line with 1H 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 13Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.0%).
Declared Dividend • Apr 08Dividend increased to €0.60Dividend of €0.60 is 33% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 16%.
Buy Or Sell Opportunity • Apr 02Now 21% undervaluedOver the last 90 days, the stock has risen 28% to €34.99. The fair value is estimated to be €44.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.0% per annum over the same time period.
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €5.22 (vs €2.46 in FY 2022)Full year 2023 results: EPS: €5.22 (up from €2.46 in FY 2022). Revenue: €4.37b (up 9.4% from FY 2022). Net income: €966.5m (up 111% from FY 2022). Profit margin: 22% (up from 12% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.0% 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 increased by 22% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Mar 27+ 1 more updateBuzzi S.p.A. to Report Fiscal Year 2023 Results on Mar 28, 2024Buzzi S.p.A. announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Aug 06First half 2023 earnings released: EPS: €2.33 (vs €0.47 in 1H 2022)First half 2023 results: EPS: €2.33 (up from €0.47 in 1H 2022). Revenue: €2.15b (up 14% from 1H 2022). Net income: €431.1m (up 386% from 1H 2022). Profit margin: 20% (up from 4.7% in 1H 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year.
Buying Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €27.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings is also forecast to grow by 7.6% per annum over the same time period.
Buying Opportunity • May 22Now 21% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €28.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.
Upcoming Dividend • May 15Upcoming dividend of €0.45 per share at 2.0% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%).
Reported Earnings • Apr 25Full year 2022 earnings releasedFull year 2022 results: Net income: €458.8m (down 15% from FY 2021). Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Basic Materials industry in the United Kingdom.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Executive Director Gigi Buzzi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 22+ 5 more updatesBuzzi Unicem S.p.A. to Report Q3, 2023 Results on Nov 08, 2023Buzzi Unicem S.p.A. announced that they will report Q3, 2023 results on Nov 08, 2023
Buying Opportunity • Dec 07Now 21% undervaluedOver the last 90 days, the stock is up 9.3%. The fair value is estimated to be €22.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €209.6m from profit in 1H 2021). Profit margin: (down from 13% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.1%, compared to a 4.1% growth forecast for the industry in the United Kingdom.
Upcoming Dividend • May 16Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (4.0%).
Reported Earnings • Mar 28Full year 2021 earnings releasedFull year 2021 results: Revenue: €3.45b (up 6.9% from FY 2020). Net income: €541.9m (down 3.3% from FY 2020). Profit margin: 16% (down from 17% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to €17.93, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 8.6% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €16.98, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 5.3% over the past three years.
Reported Earnings • Aug 06First half 2021 earnings released: EPS €1.09 (vs €1.05 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: €1.61b (up 5.8% from 1H 2020). Net income: €209.6m (down 3.2% from 1H 2020). Profit margin: 13% (down from 14% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 17Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €3.22b (flat on FY 2019). Net income: €560.2m (up 45% from FY 2019). Profit margin: 17% (up from 12% in FY 2019).
Reported Earnings • Mar 28Full year 2020 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €3.22b (flat on FY 2019). Net income: €560.2m (up 45% from FY 2019). Profit margin: 17% (up from 12% in FY 2019).
Is New 90 Day High Low • Mar 11New 90-day high: €22.23The company is up 16% from its price of €19.17 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Basic Materials 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 €37.31 per share.
Upcoming Dividend • Jan 25Upcoming Dividend of €0.75 Per ShareWill be paid on the 3rd of February to those who are registered shareholders by the 1st of February. The trailing yield of 0.7% is below the top quartile of British dividend payers (4.6%), and is lower than industry peers (2.6%).
Is New 90 Day High Low • Sep 27New 90-day low: €19.10The company is down 1.0% from its price of €19.25 on 29 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.83 per share.