Corbion（0QHL）株式概要Corbion N.V.は、オランダ、米国、アジア、その他の米州、その他の欧州、中東、アフリカにおいて、乳酸およびその誘導体、食品保存ソリューション、機能性成分システム、藻類由来の栄養成分を提供している。 詳細0QHL ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績4/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より39.6%で取引されている 収益は年間12.18%増加すると予測されています 過去1年間で収益は63%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 多額の負債を抱えている すべてのリスクチェックを見る0QHL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€19.7120.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue €1.4bEarnings €84.7mAdvancedSet Fair ValueView all narrativesCorbion N.V. 競合他社ElementisSymbol: LSE:ELMMarket cap: UK£863.5mCroda InternationalSymbol: LSE:CRDAMarket cap: UK£4.2bTreattSymbol: LSE:TETMarket cap: UK£177.7mIofinaSymbol: AIM:IOFMarket cap: UK£92.1m価格と性能株価の高値、安値、推移の概要Corbion過去の株価現在の株価€19.7152週高値€21.6052週安値€16.20ベータ0.911ヶ月の変化6.31%3ヶ月変化-3.95%1年変化5.94%3年間の変化-26.54%5年間の変化-58.04%IPOからの変化17.25%最新ニュースお知らせ • May 15Corbion N.V. Approves Special Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a special dividend of €0.36 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.お知らせ • May 14+ 1 more updateCorbion N.V. Approves Regular Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a regular dividend of €0.64 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.Upcoming Dividend • May 08Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).お知らせ • Apr 24Corbion N.V. Affirms Earnings Guidance for Fiscal Year 2026Corbion N.V. affirmed earnings guidance for Fiscal Year 2026. For the period, the company expects to deliver guidance on all forecasted metrics, including sales growth.Declared Dividend • Apr 06Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 15th May 2026 Payment date: 22nd May 2026 Dividend yield will be 5.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €1.29 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €1.29 (up from €0.79 in FY 2024). Revenue: €1.27b (down 1.6% from FY 2024). Net income: €74.8m (up 63% from FY 2024). Profit margin: 5.9% (up from 3.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% 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, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesお知らせ • May 15Corbion N.V. Approves Special Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a special dividend of €0.36 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.お知らせ • May 14+ 1 more updateCorbion N.V. Approves Regular Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a regular dividend of €0.64 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.Upcoming Dividend • May 08Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).お知らせ • Apr 24Corbion N.V. Affirms Earnings Guidance for Fiscal Year 2026Corbion N.V. affirmed earnings guidance for Fiscal Year 2026. For the period, the company expects to deliver guidance on all forecasted metrics, including sales growth.Declared Dividend • Apr 06Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 15th May 2026 Payment date: 22nd May 2026 Dividend yield will be 5.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €1.29 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €1.29 (up from €0.79 in FY 2024). Revenue: €1.27b (down 1.6% from FY 2024). Net income: €74.8m (up 63% from FY 2024). Profit margin: 5.9% (up from 3.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% 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, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Feb 27Corbion N.V., Annual General Meeting, May 13, 2026Corbion N.V., Annual General Meeting, May 13, 2026.お知らせ • Feb 26+ 1 more updateCorbion N.V. Proposes Dividend for the Year 2025Corbion N.V. proposed to distribute regular dividend of €0.64 per share for 2025.お知らせ • Oct 09+ 2 more updatesCorbion N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026Corbion N.V. announced that they will report fiscal year 2025 results on Feb 26, 2026Reported Earnings • Aug 05First half 2025 earnings released: EPS: €0.73 (vs €0.39 in 1H 2024)First half 2025 results: EPS: €0.73 (up from €0.39 in 1H 2024). Revenue: €645.6m (up 1.3% from 1H 2024). Net income: €42.4m (up 87% from 1H 2024). Profit margin: 6.6% (up from 3.6% in 1H 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • May 09Upcoming dividend of €0.64 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 27 May 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.4%).Declared Dividend • Apr 04Final dividend of €0.64 announcedShareholders will receive a dividend of €0.64. Ex-date: 16th May 2025 Payment date: 27th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 108% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 03Corbion N.V. announces Annual dividend, payable on May 27, 2025Corbion N.V. announced Annual dividend of EUR 0.6400 per share payable on May 27, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €0.79 (vs €1.23 in FY 2023)Full year 2024 results: EPS: €0.79 (down from €1.23 in FY 2023). Revenue: €1.29b (down 11% from FY 2023). Net income: €45.9m (down 37% from FY 2023). Profit margin: 3.6% (down from 5.0% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 28Corbion N.V., Annual General Meeting, May 14, 2025Corbion N.V., Annual General Meeting, May 14, 2025.お知らせ • Feb 27Corbion N.V. Proposes Regular Cash DividendCorbion N.V. proposed a regular cash dividend increase of +5% to €0.64 per ordinary share to be submitted for approval to the annual General Meeting of Shareholders.Buy Or Sell Opportunity • Feb 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to €22.68. The fair value is estimated to be €18.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • Jan 02Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to €21.64. The fair value is estimated to be €17.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to decline by 4.8% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Buy Or Sell Opportunity • Oct 31Now 24% undervaluedOver the last 90 days, the stock has risen 13% to €23.24. The fair value is estimated to be €30.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to decline by 5.2% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.New Risk • Oct 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Oct 25+ 1 more updateCorbion N.V. to Report Q2, 2025 Results on Jul 31, 2025Corbion N.V. announced that they will report Q2, 2025 results on Jul 31, 2025Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.39 (vs €0.26 in 1H 2023)First half 2024 results: EPS: €0.39 (up from €0.26 in 1H 2023). Revenue: €637.1m (flat on 1H 2023). Net income: €22.7m (up 47% from 1H 2023). Profit margin: 3.6% (up from 2.4% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Jun 14Now 20% undervaluedOver the last 90 days, the stock has risen 2.0% to €19.65. The fair value is estimated to be €24.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 9.7%. For the next 3 years, revenue is forecast to grow by 0.3% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Declared Dividend • May 03Final dividend of €0.61 announcedShareholders will receive a dividend of €0.61. Ex-date: 17th May 2024 Payment date: 28th May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (224% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 12Corbion Appoints Masha Vis-Mertens as Chief Human Resources Officer and Member of the Executive Committee as of 1 May 2024Corbion announced appointment of Masha Vis-Mertens as Chief Human Resources Officer and member of the Executive Committee as of 1 May 2024. Masha Vis-Mertens, a Dutch national, joins Corbion from Switzerland where she was most recently Chief Human Resources Officer of Barry Callebaut, a global Cocoa and Chocolate Manufacturer. Over her career, she has lived in various regions and countries and has been a successful leader in HR, Commercial and Supply Chain roles. In her previous positions she gained a wealth of experience in talent development, diversity and inclusion, culture, and organizational transformation that she will be bringing to Corbion. Masha brings a diverse and multi-cultural background and a fresh perspective. She worked internationally throughout her career and is fluent in Dutch, German, French and English.お知らせ • Apr 03Kingswood Capital Management, L.P. completed the acquisition of Emulsifiers business from Corbion N.V.Kingswood Capital Management, L.P. singed a binding agreement to acquire Emulsifiers business from Corbion N.V for $362 million on January 26, 2024. The purchase price paid for the business is $362 million with expected net cash proceeds of approximately $275 million, post tax and transaction costs. The sale, which is contingent upon the satisfaction of certain conditions, including regulatory approvals and transaction is expected to close in the second quarter of this year. Kirkland & Ellis LLP acted as legal advisor and Configure Partners, LLC acted as debt advisor to Kingswood Capital Management, L.P. Lazard B.V. acted as financial advisor and Stinson LLP acted as legal advisor to Corbion N.V. Kingswood Capital Management, L.P. completed the acquisition of Emulsifiers business from Corbion N.V on April 2, 2024. The emulsifiers business, moving forward, will operate under the name PATCO Products, LLC and Vice President of Emulsifiers at Corbion, John Miller, will continue to lead the Company as its Chief Executive Officer.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.66, the stock trades at a forward P/E ratio of 23x. Average trailing P/E is 18x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.33 per share.お知らせ • Mar 05Corbion Announces Preliminary Results of New Study from Millennial Salmon ProjectCorbion announced preliminary results of a new study from the Millennial Salmon Project, a strategic partnership among organizations along the value chain of salmon production. Conducted by Nofima and recently published in Aquaculture, the study confirms that AlgaPrime™ DHA can be added at varying levels without negatively impacting feed quality, and actually promoting a more stable process and pellet quality. Primarily funded by the Research Council of Norway and made up of leading organizations Nofima, InnovaFeed, Corbion,Cargill, MOWI, Labeyrie Fine Foods, SINTEF Ocean and Auchan, the Millennial Salmon Project aims to create the world’s most sustainable farmed salmon using novel ingredients with a low carbon footprint and a focus on the circular economy. The first round of research sought to determine optimal inclusion levels of AlgaPrime™ DHA LS — Corbion’s algae-based omega-3 DHA-rich ingredient in liquid suspension — in feed for Atlantic salmon, evaluating the ingredient’s effect on the feed production process. Variables examined included: physical pellet quality, expansion parameters and microstructure and later its digestibility. AlgaPrime™ DHA can be incorporated at two different moments in the feed production process: into the mix prior to extrusion and during pellet coating. Therefore, the maximum levels of AlgaPrime™ DHA inclusion in both moments was studied. An array of diets was produced and tested, from a control feed using fish meal and soy protein concentrate to feeds with the high inclusion levels of AlgaPrime™ DHA LS. Applying a method that enables numerous comparisons, researchers determined that inclusion of 100 g/kg AlgaPrime™ DHA LS in the mixture was commercially interesting, considering the levels of lipids mostly used in the feed mix. Based on the industry standard practices, researchers tested AlgaPrime™ DHA LS in the pellet coating process and were able to add up to 14% inclusion in a final feed with 36% lipids, which is far above the relevant industrial application levels of omega-3. In a uncommon study design that combines the technical application and nutrition science and after the feed production trials, the research group then looked at four diets containing AlgaPrime™ DHA in the mix, the coating, and a combination of the two, using AlgaPrime™ DHA LS at 10% and 20% inclusions. All four diets showed high nutrient digestibility in Atlantic salmon. For reference, with the inclusion of 8% of AlgaPrime™ DHA LS is possible to replace a 10% inclusion of fish oil in diets with the same omega-3 levels. These findings represent an important step for fish nutrition, illustrating the viability of sustainability gains by increasing the use of ingredients with high concentrations of omega-3, something a reliance on fish oil alone could not accomplish. At the same time, it is great news to the aquaculture industry, enabling the strategic management of omega-3 levels in feed to facilitate the production growth, a much-needed tool in view of increasing pressure on oceans and the supply gap of traditional marine resources. AlgaPrime™ DHA LS is made from a single-cell algae strain grown at scale using industrial fermentation to produce DHA while ensuring feasibility for feed manufacturers and salmon producers. With a higher DHA concentration compared to fish oil and other alternatives, inclusion of AlgaPrime™ DHA LS in feed can maintain or raise omega-3 levels in healthy diets, reducing the dependency for fish oil, thereby helping to preserve the environment.Declared Dividend • Mar 04Dividend of €0.61 announcedShareholders will receive a dividend of €0.61. Ex-date: 19th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (206% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 02Full year 2023 earnings released: EPS: €1.23 (vs €1.53 in FY 2022)Full year 2023 results: EPS: €1.23 (down from €1.53 in FY 2022). Revenue: €1.44b (down 1.0% from FY 2022). Net income: €72.9m (down 19% from FY 2022). Profit margin: 5.0% (down from 6.2% in FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €19.43, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.43 per share.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.06, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.36 per share.お知らせ • Nov 21+ 2 more updatesCorbion N.V. to Report Fiscal Year 2023 Results on Mar 01, 2024Corbion N.V. announced that they will report fiscal year 2023 results on Mar 01, 2024Buying Opportunity • Oct 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €21.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 8.1%. Revenue is forecast to grow by 7.1% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.Reported Earnings • Aug 11First half 2023 earnings released: EPS: €0.48 (vs €0.88 in 1H 2022)First half 2023 results: EPS: €0.48 (down from €0.88 in 1H 2022). Revenue: €738.0m (up 7.4% from 1H 2022). Net income: €28.1m (down 46% from 1H 2022). Profit margin: 3.8% (down from 7.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €21.63, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.24 per share.お知らせ • May 18Corbion N.V. Approves Dividend for the Year 2022, Payable on 30 May 2023Corbion N.V. announced that General Shareholders Meeting held on 17 May 2023 approved dividend of €0.56 per ordinary share for the financial year 2022 was also approved. Dividends will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 19 May 2023, the record date is 22 May 2023, and the payment day is 30 May 2023.Upcoming Dividend • May 12Upcoming dividend of €0.56 per share at 1.9% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).Recent Insider Transactions • May 08Insider recently bought €142k worth of stockOn the 3rd of May, O.Y.A.R Rigaud bought around 5k shares on-market at roughly €28.37 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €259k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €1.53 (vs €1.33 in FY 2021)Full year 2022 results: EPS: €1.53 (up from €1.33 in FY 2021). Revenue: €1.46b (up 36% from FY 2021). Net income: €90.0m (up 15% from FY 2021). Profit margin: 6.2% (down from 7.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 13+ 1 more updateCorbion N.V. to Report Fiscal Year 2022 Results on Mar 03, 2023Corbion N.V. announced that they will report fiscal year 2022 results on Mar 03, 2023Buying Opportunity • Oct 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €32.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Buying Opportunity • Sep 20Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €32.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Reported Earnings • Aug 11First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €67.5m 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 7.9% compared to a 21% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to €33.18, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.74 per share.Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €35.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings is also forecast to grow by 9.9% per annum over the same time period.Upcoming Dividend • May 13Upcoming dividend of €0.56 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (2.7%).Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.33 (up from €1.24 in FY 2020). Revenue: €1.07b (up 8.5% from FY 2020). Net income: €78.3m (up 7.1% from FY 2020). Profit margin: 7.3% (down from 7.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11% compared to a 3.5% decline forecast for the 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 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13First half 2021 earnings released: EPS €1.15 (vs €0.42 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €515.6m (up 4.8% from 1H 2020). Net income: €67.5m (up 173% from 1H 2020). Profit margin: 13% (up from 5.0% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.Executive Departure • May 26Member of the Supervisory Board has left the companyOn the 19th of May, Jack de Kreij's tenure as Member of the Supervisory Board ended after 10.1 years in the role. We don't have any record of a personal shareholding under Jack's name. A total of 2 executives have left over the last 12 months.Upcoming Dividend • May 14Upcoming dividend of €0.56 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 01 June 2021. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.6%).Analyst Estimate Surprise Post Earnings • Mar 07Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 1.9% compared to a 9.0% decline forecast for the Chemicals industry in the United Kingdom.Reported Earnings • Mar 07Full year 2020 earnings released: EPS €1.24 (vs €0.44 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €986.5m (up 1.0% from FY 2019). Net income: €73.1m (up 183% from FY 2019). Profit margin: 7.4% (up from 2.6% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 30New 90-day high: €48.10The company is up 23% from its price of €38.95 on 30 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €119 per share.Is New 90 Day High Low • Jan 04New 90-day high: €46.80The company is up 10.0% from its price of €42.65 on 06 October 2020. The British market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €110 per share.Is New 90 Day High Low • Dec 19New 90-day high: €46.05The company is up 25% from its price of €36.95 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €109 per share.Is New 90 Day High Low • Dec 03New 90-day high: €44.10The company is up 20% from its price of €36.85 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.58 per share.Is New 90 Day High Low • Sep 30New 90-day high: €39.45The company is up 22% from its price of €32.30 on 02 July 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.75 per share.株主還元0QHLGB ChemicalsGB 市場7D6.2%5.8%2.5%1Y5.9%8.7%19.4%株主還元を見る業界別リターン: 0QHL過去 1 年間で8.7 % の収益を上げたUK Chemicals業界を下回りました。リターン対市場: 0QHLは、過去 1 年間で19.4 % のリターンを上げたUK市場を下回りました。価格変動Is 0QHL's price volatile compared to industry and market?0QHL volatility0QHL Average Weekly Movement4.6%Chemicals Industry Average Movement8.0%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.0%安定した株価: 0QHL 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0QHLの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19032,410Olivier Rigaudwww.corbion.comCorbion N.V.は、オランダ、米国、アジア、その他の米州、その他の欧州、中東、アフリカにおいて、乳酸およびその誘導体、食品保存ソリューション、機能性成分システム、藻類由来の栄養成分を提供している。機能性素材＆ソリューション事業とヘルス＆ニュートリション事業の2つのセグメントで事業を展開している。同社は、酸化防止剤、発酵・保存成分、香料、強化剤、機能性ブレンド、乳酸乳酸塩とその誘導体、オメガ3ソーシング製品であるAlgaPrime DHA、飽和脂肪分を低減した食品・飲料を開発するAlgaViaを提供している；豚や家禽の飼料摂取量を高める乾燥乳酸源「カルフィード」、飼料摂取と消化の健康を助ける「ラフィード」、保存料や酸味料として機能する「ラフィードパウダー」、動物用乳頭浸漬用に酸味料、保存料、抗菌剤を提供する「プラックDW」、「プラックペットフード」、「プラックソルブ」、「プラックソルブEL」。また、医療・製薬業界向けポリマー「プラソーブ」、溶剤「プラソルブ」、樹脂・コーティング用「プララクトB3」なども提供している；パーソナルケア製品として、エスターラック乳化剤・界面活性剤、グルコナールZN、プラックBF/P41、プラックハイピュア90、プラックウルトラピュア、プラックPP/USP、プラメックスZN、プラックモイストXS、プラックNH/COS、プラックS/HQ60、プラックソルブEL、グルコナール、プラックPF、プラック、プラックEX、プラックS/PFなどがある。さらに、酸性化、色調保持、除染、食品安全・保存、鮮度・保存性、健康・栄養、調整・食感強化、味・食感などの食品ソリューション、PURASORB R&D、溶解性、抗菌、保湿、製薬などの生化学スペシャリティー・ソリューション、藻類原料ソリューションを提供している。同社は以前CSM N.V.として知られていたが、2013年10月にCorbion N.V.に社名を変更した。Corbion N.V.は1903年に設立され、オランダのアムステルダムに本社を置いている。もっと見るCorbion N.V. 基礎のまとめCorbion の収益と売上を時価総額と比較するとどうか。0QHL 基礎統計学時価総額€1.14b収益（TTM）€74.80m売上高(TTM)€1.27b15.2xPER（株価収益率0.9xP/Sレシオ0QHL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0QHL 損益計算書（TTM）収益€1.27b売上原価€932.70m売上総利益€334.70mその他の費用€259.90m収益€74.80m直近の収益報告Dec 31, 2025次回決算日Jul 31, 2026一株当たり利益（EPS）1.30グロス・マージン26.41%純利益率5.90%有利子負債／自己資本比率53.8%0QHL の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.2%現在の配当利回り50%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:35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Corbion N.V. 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。13 アナリスト機関Setu ShardaBarclaysSebastian BrayBerenbergFintan RyanBerenberg10 その他のアナリストを表示
お知らせ • May 15Corbion N.V. Approves Special Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a special dividend of €0.36 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.
お知らせ • May 14+ 1 more updateCorbion N.V. Approves Regular Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a regular dividend of €0.64 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.
Upcoming Dividend • May 08Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).
お知らせ • Apr 24Corbion N.V. Affirms Earnings Guidance for Fiscal Year 2026Corbion N.V. affirmed earnings guidance for Fiscal Year 2026. For the period, the company expects to deliver guidance on all forecasted metrics, including sales growth.
Declared Dividend • Apr 06Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 15th May 2026 Payment date: 22nd May 2026 Dividend yield will be 5.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €1.29 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €1.29 (up from €0.79 in FY 2024). Revenue: €1.27b (down 1.6% from FY 2024). Net income: €74.8m (up 63% from FY 2024). Profit margin: 5.9% (up from 3.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% 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, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 15Corbion N.V. Approves Special Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a special dividend of €0.36 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.
お知らせ • May 14+ 1 more updateCorbion N.V. Approves Regular Dividend for the Financial Year 2025, Payable on 22 May 2026Corbion N.V. at the Annual General Shareholders Meeting held on 13 May 2026 approved dividend of €1.00 per share comprising a regular dividend of €0.64 per share for the financial year 2025. Dividend will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 15 May 2026, the record date is 18 May 2026, and the payment date is 22 May 2026.
Upcoming Dividend • May 08Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).
お知らせ • Apr 24Corbion N.V. Affirms Earnings Guidance for Fiscal Year 2026Corbion N.V. affirmed earnings guidance for Fiscal Year 2026. For the period, the company expects to deliver guidance on all forecasted metrics, including sales growth.
Declared Dividend • Apr 06Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 15th May 2026 Payment date: 22nd May 2026 Dividend yield will be 5.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €1.29 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €1.29 (up from €0.79 in FY 2024). Revenue: €1.27b (down 1.6% from FY 2024). Net income: €74.8m (up 63% from FY 2024). Profit margin: 5.9% (up from 3.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% 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, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Feb 27Corbion N.V., Annual General Meeting, May 13, 2026Corbion N.V., Annual General Meeting, May 13, 2026.
お知らせ • Feb 26+ 1 more updateCorbion N.V. Proposes Dividend for the Year 2025Corbion N.V. proposed to distribute regular dividend of €0.64 per share for 2025.
お知らせ • Oct 09+ 2 more updatesCorbion N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026Corbion N.V. announced that they will report fiscal year 2025 results on Feb 26, 2026
Reported Earnings • Aug 05First half 2025 earnings released: EPS: €0.73 (vs €0.39 in 1H 2024)First half 2025 results: EPS: €0.73 (up from €0.39 in 1H 2024). Revenue: €645.6m (up 1.3% from 1H 2024). Net income: €42.4m (up 87% from 1H 2024). Profit margin: 6.6% (up from 3.6% in 1H 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • May 09Upcoming dividend of €0.64 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 27 May 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.4%).
Declared Dividend • Apr 04Final dividend of €0.64 announcedShareholders will receive a dividend of €0.64. Ex-date: 16th May 2025 Payment date: 27th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 108% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 03Corbion N.V. announces Annual dividend, payable on May 27, 2025Corbion N.V. announced Annual dividend of EUR 0.6400 per share payable on May 27, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €0.79 (vs €1.23 in FY 2023)Full year 2024 results: EPS: €0.79 (down from €1.23 in FY 2023). Revenue: €1.29b (down 11% from FY 2023). Net income: €45.9m (down 37% from FY 2023). Profit margin: 3.6% (down from 5.0% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 28Corbion N.V., Annual General Meeting, May 14, 2025Corbion N.V., Annual General Meeting, May 14, 2025.
お知らせ • Feb 27Corbion N.V. Proposes Regular Cash DividendCorbion N.V. proposed a regular cash dividend increase of +5% to €0.64 per ordinary share to be submitted for approval to the annual General Meeting of Shareholders.
Buy Or Sell Opportunity • Feb 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to €22.68. The fair value is estimated to be €18.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • Jan 02Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to €21.64. The fair value is estimated to be €17.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to decline by 4.8% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Buy Or Sell Opportunity • Oct 31Now 24% undervaluedOver the last 90 days, the stock has risen 13% to €23.24. The fair value is estimated to be €30.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to decline by 5.2% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
New Risk • Oct 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Oct 25+ 1 more updateCorbion N.V. to Report Q2, 2025 Results on Jul 31, 2025Corbion N.V. announced that they will report Q2, 2025 results on Jul 31, 2025
Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.39 (vs €0.26 in 1H 2023)First half 2024 results: EPS: €0.39 (up from €0.26 in 1H 2023). Revenue: €637.1m (flat on 1H 2023). Net income: €22.7m (up 47% from 1H 2023). Profit margin: 3.6% (up from 2.4% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Jun 14Now 20% undervaluedOver the last 90 days, the stock has risen 2.0% to €19.65. The fair value is estimated to be €24.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 9.7%. For the next 3 years, revenue is forecast to grow by 0.3% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Declared Dividend • May 03Final dividend of €0.61 announcedShareholders will receive a dividend of €0.61. Ex-date: 17th May 2024 Payment date: 28th May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (224% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 12Corbion Appoints Masha Vis-Mertens as Chief Human Resources Officer and Member of the Executive Committee as of 1 May 2024Corbion announced appointment of Masha Vis-Mertens as Chief Human Resources Officer and member of the Executive Committee as of 1 May 2024. Masha Vis-Mertens, a Dutch national, joins Corbion from Switzerland where she was most recently Chief Human Resources Officer of Barry Callebaut, a global Cocoa and Chocolate Manufacturer. Over her career, she has lived in various regions and countries and has been a successful leader in HR, Commercial and Supply Chain roles. In her previous positions she gained a wealth of experience in talent development, diversity and inclusion, culture, and organizational transformation that she will be bringing to Corbion. Masha brings a diverse and multi-cultural background and a fresh perspective. She worked internationally throughout her career and is fluent in Dutch, German, French and English.
お知らせ • Apr 03Kingswood Capital Management, L.P. completed the acquisition of Emulsifiers business from Corbion N.V.Kingswood Capital Management, L.P. singed a binding agreement to acquire Emulsifiers business from Corbion N.V for $362 million on January 26, 2024. The purchase price paid for the business is $362 million with expected net cash proceeds of approximately $275 million, post tax and transaction costs. The sale, which is contingent upon the satisfaction of certain conditions, including regulatory approvals and transaction is expected to close in the second quarter of this year. Kirkland & Ellis LLP acted as legal advisor and Configure Partners, LLC acted as debt advisor to Kingswood Capital Management, L.P. Lazard B.V. acted as financial advisor and Stinson LLP acted as legal advisor to Corbion N.V. Kingswood Capital Management, L.P. completed the acquisition of Emulsifiers business from Corbion N.V on April 2, 2024. The emulsifiers business, moving forward, will operate under the name PATCO Products, LLC and Vice President of Emulsifiers at Corbion, John Miller, will continue to lead the Company as its Chief Executive Officer.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.66, the stock trades at a forward P/E ratio of 23x. Average trailing P/E is 18x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.33 per share.
お知らせ • Mar 05Corbion Announces Preliminary Results of New Study from Millennial Salmon ProjectCorbion announced preliminary results of a new study from the Millennial Salmon Project, a strategic partnership among organizations along the value chain of salmon production. Conducted by Nofima and recently published in Aquaculture, the study confirms that AlgaPrime™ DHA can be added at varying levels without negatively impacting feed quality, and actually promoting a more stable process and pellet quality. Primarily funded by the Research Council of Norway and made up of leading organizations Nofima, InnovaFeed, Corbion,Cargill, MOWI, Labeyrie Fine Foods, SINTEF Ocean and Auchan, the Millennial Salmon Project aims to create the world’s most sustainable farmed salmon using novel ingredients with a low carbon footprint and a focus on the circular economy. The first round of research sought to determine optimal inclusion levels of AlgaPrime™ DHA LS — Corbion’s algae-based omega-3 DHA-rich ingredient in liquid suspension — in feed for Atlantic salmon, evaluating the ingredient’s effect on the feed production process. Variables examined included: physical pellet quality, expansion parameters and microstructure and later its digestibility. AlgaPrime™ DHA can be incorporated at two different moments in the feed production process: into the mix prior to extrusion and during pellet coating. Therefore, the maximum levels of AlgaPrime™ DHA inclusion in both moments was studied. An array of diets was produced and tested, from a control feed using fish meal and soy protein concentrate to feeds with the high inclusion levels of AlgaPrime™ DHA LS. Applying a method that enables numerous comparisons, researchers determined that inclusion of 100 g/kg AlgaPrime™ DHA LS in the mixture was commercially interesting, considering the levels of lipids mostly used in the feed mix. Based on the industry standard practices, researchers tested AlgaPrime™ DHA LS in the pellet coating process and were able to add up to 14% inclusion in a final feed with 36% lipids, which is far above the relevant industrial application levels of omega-3. In a uncommon study design that combines the technical application and nutrition science and after the feed production trials, the research group then looked at four diets containing AlgaPrime™ DHA in the mix, the coating, and a combination of the two, using AlgaPrime™ DHA LS at 10% and 20% inclusions. All four diets showed high nutrient digestibility in Atlantic salmon. For reference, with the inclusion of 8% of AlgaPrime™ DHA LS is possible to replace a 10% inclusion of fish oil in diets with the same omega-3 levels. These findings represent an important step for fish nutrition, illustrating the viability of sustainability gains by increasing the use of ingredients with high concentrations of omega-3, something a reliance on fish oil alone could not accomplish. At the same time, it is great news to the aquaculture industry, enabling the strategic management of omega-3 levels in feed to facilitate the production growth, a much-needed tool in view of increasing pressure on oceans and the supply gap of traditional marine resources. AlgaPrime™ DHA LS is made from a single-cell algae strain grown at scale using industrial fermentation to produce DHA while ensuring feasibility for feed manufacturers and salmon producers. With a higher DHA concentration compared to fish oil and other alternatives, inclusion of AlgaPrime™ DHA LS in feed can maintain or raise omega-3 levels in healthy diets, reducing the dependency for fish oil, thereby helping to preserve the environment.
Declared Dividend • Mar 04Dividend of €0.61 announcedShareholders will receive a dividend of €0.61. Ex-date: 19th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (206% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 02Full year 2023 earnings released: EPS: €1.23 (vs €1.53 in FY 2022)Full year 2023 results: EPS: €1.23 (down from €1.53 in FY 2022). Revenue: €1.44b (down 1.0% from FY 2022). Net income: €72.9m (down 19% from FY 2022). Profit margin: 5.0% (down from 6.2% in FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €19.43, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.43 per share.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.06, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.36 per share.
お知らせ • Nov 21+ 2 more updatesCorbion N.V. to Report Fiscal Year 2023 Results on Mar 01, 2024Corbion N.V. announced that they will report fiscal year 2023 results on Mar 01, 2024
Buying Opportunity • Oct 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €21.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 8.1%. Revenue is forecast to grow by 7.1% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
Reported Earnings • Aug 11First half 2023 earnings released: EPS: €0.48 (vs €0.88 in 1H 2022)First half 2023 results: EPS: €0.48 (down from €0.88 in 1H 2022). Revenue: €738.0m (up 7.4% from 1H 2022). Net income: €28.1m (down 46% from 1H 2022). Profit margin: 3.8% (down from 7.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €21.63, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.24 per share.
お知らせ • May 18Corbion N.V. Approves Dividend for the Year 2022, Payable on 30 May 2023Corbion N.V. announced that General Shareholders Meeting held on 17 May 2023 approved dividend of €0.56 per ordinary share for the financial year 2022 was also approved. Dividends will be all-cash and will in principle be subject to Dutch dividend withholding tax of 15%. The ex-dividend date is 19 May 2023, the record date is 22 May 2023, and the payment day is 30 May 2023.
Upcoming Dividend • May 12Upcoming dividend of €0.56 per share at 1.9% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).
Recent Insider Transactions • May 08Insider recently bought €142k worth of stockOn the 3rd of May, O.Y.A.R Rigaud bought around 5k shares on-market at roughly €28.37 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €259k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €1.53 (vs €1.33 in FY 2021)Full year 2022 results: EPS: €1.53 (up from €1.33 in FY 2021). Revenue: €1.46b (up 36% from FY 2021). Net income: €90.0m (up 15% from FY 2021). Profit margin: 6.2% (down from 7.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 13+ 1 more updateCorbion N.V. to Report Fiscal Year 2022 Results on Mar 03, 2023Corbion N.V. announced that they will report fiscal year 2022 results on Mar 03, 2023
Buying Opportunity • Oct 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €32.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Buying Opportunity • Sep 20Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €32.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Reported Earnings • Aug 11First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €67.5m 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 7.9% compared to a 21% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to €33.18, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.74 per share.
Buying Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €35.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings is also forecast to grow by 9.9% per annum over the same time period.
Upcoming Dividend • May 13Upcoming dividend of €0.56 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (2.7%).
Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.33 (up from €1.24 in FY 2020). Revenue: €1.07b (up 8.5% from FY 2020). Net income: €78.3m (up 7.1% from FY 2020). Profit margin: 7.3% (down from 7.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11% compared to a 3.5% decline forecast for the 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 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13First half 2021 earnings released: EPS €1.15 (vs €0.42 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €515.6m (up 4.8% from 1H 2020). Net income: €67.5m (up 173% from 1H 2020). Profit margin: 13% (up from 5.0% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.
Executive Departure • May 26Member of the Supervisory Board has left the companyOn the 19th of May, Jack de Kreij's tenure as Member of the Supervisory Board ended after 10.1 years in the role. We don't have any record of a personal shareholding under Jack's name. A total of 2 executives have left over the last 12 months.
Upcoming Dividend • May 14Upcoming dividend of €0.56 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 01 June 2021. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.6%).
Analyst Estimate Surprise Post Earnings • Mar 07Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 1.9% compared to a 9.0% decline forecast for the Chemicals industry in the United Kingdom.
Reported Earnings • Mar 07Full year 2020 earnings released: EPS €1.24 (vs €0.44 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €986.5m (up 1.0% from FY 2019). Net income: €73.1m (up 183% from FY 2019). Profit margin: 7.4% (up from 2.6% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 30New 90-day high: €48.10The company is up 23% from its price of €38.95 on 30 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €119 per share.
Is New 90 Day High Low • Jan 04New 90-day high: €46.80The company is up 10.0% from its price of €42.65 on 06 October 2020. The British market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €110 per share.
Is New 90 Day High Low • Dec 19New 90-day high: €46.05The company is up 25% from its price of €36.95 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €109 per share.
Is New 90 Day High Low • Dec 03New 90-day high: €44.10The company is up 20% from its price of €36.85 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.58 per share.
Is New 90 Day High Low • Sep 30New 90-day high: €39.45The company is up 22% from its price of €32.30 on 02 July 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.75 per share.
