お知らせ • Oct 01
Sopra Steria Intends to Delist Ordina from Euronext Amsterdam as Soon as Practicable Following the Settlement of the Offer Sopra Steria Group SA and Ordina N.V. announced that, considering all Offer Conditions have been satisfied, the Offeror declares the Offer unconditional (doet gestand). Settlement of the Offer will take place on 4 October 2023, on which date the Offer Price of EUR 5.75 (cum dividend) per Tendered Share will be paid. Shareholders who have not yet tendered their Shares may tender their Shares during the Post-Acceptance Period ending on 13 October 2023 at 17:40 hours CET. Ordina will be fully consolidated into Sopra Steria accounts from October 2023. As a result of the Offeror now holding more than 80% of the Outstanding Capital, Sopra Steria and Ordina will procure the termination of the listing and trading of the Shares on Euronext Amsterdam as soon as possible under the Applicable Rules. Reported Earnings • Aug 05
First half 2023 earnings released: EPS: €0.14 (vs €0.15 in 1H 2022) First half 2023 results: EPS: €0.14 (down from €0.15 in 1H 2022). Revenue: €229.4m (up 6.2% from 1H 2022). Net income: €12.2m (down 13% from 1H 2022). Profit margin: 5.3% (down from 6.5% in 1H 2022). 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 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 05
Upcoming dividend of €0.40 per share at 6.6% yield Eligible shareholders must have bought the stock before 12 April 2023. Payment date: 20 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.6%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.4%). Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €4.76, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.87 per share. Reported Earnings • Feb 20
Full year 2022 earnings released: EPS: €0.26 (vs €0.26 in FY 2021) Full year 2022 results: EPS: €0.26 (down from €0.26 in FY 2021). Revenue: €429.4m (up 8.9% from FY 2021). Net income: €23.9m (down 2.9% from FY 2021). Profit margin: 5.6% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year. お知らせ • Oct 11
Ordina N.V. to Report Q2, 2023 Results on Aug 01, 2023 Ordina N.V. announced that they will report Q2, 2023 results on Aug 01, 2023 Reported Earnings • Aug 04
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €11.9m from profit in 1H 2021). Profit margin: (down from 6.1% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 7.1%, compared to a 18% growth forecast for the industry in the United Kingdom. Reported Earnings • Feb 18
Full year 2021 earnings: Revenues miss analyst expectations Full year 2021 results: Revenue: €394.5m (up 6.8% from FY 2020). Net income: €24.6m (up 10% from FY 2020). Profit margin: 6.2% (up from 6.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.2%, compared to a 18% growth forecast for the industry in the United Kingdom. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improved over the past week After last week's 17% share price gain to €4.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the IT industry in the United Kingdom. Total returns to shareholders of 238% over the past three years. Valuation Update With 7 Day Price Move • Dec 28
Investor sentiment improved over the past week After last week's 15% share price gain to €4.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 34x in the IT industry in the United Kingdom. Total returns to shareholders of 219% over the past three years. Reported Earnings • Aug 03
First half 2021 earnings released: EPS €0.13 (vs €0.11 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €195.7m (up 4.1% from 1H 2020). Net income: €11.9m (up 15% from 1H 2020). Profit margin: 6.1% (up from 5.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improved over the past week After last week's 19% share price gain to €4.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 37x in the IT industry in the United Kingdom. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.83 per share. Reported Earnings • Feb 20
Full year 2020 earnings released The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €369.2m (flat on FY 2019). Net income: €22.3m (up 50% from FY 2019). Profit margin: 6.0% (up from 4.0% in FY 2019). Is New 90 Day High Low • Feb 20
New 90-day high: €3.24 The company is up 15% from its price of €2.82 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the IT industry, which is also up 15% over the same period. Analyst Estimate Surprise Post Earnings • Feb 20
Revenue misses expectations Revenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 10% growth forecast for the IT industry in the United Kingdom. Is New 90 Day High Low • Jan 09
New 90-day high: €3.11 The company is up 31% from its price of €2.38 on 09 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 13% over the same period. Is New 90 Day High Low • Dec 08
New 90-day high: €2.97 The company is up 26% from its price of €2.36 on 09 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 IT industry, which is down 1.0% over the same period. Upcoming Dividend • Dec 07
Upcoming Dividend of €0.095 Per Share Will be paid on the 22nd of December to those who are registered shareholders by the 14th of December. The company last paid an ordinary dividend in February 2019. The average dividend yield among industry peers is 2.0%. Valuation Update With 7 Day Price Move • Nov 14
Market bids up stock over the past week After last week's 18% share price gain to €2.76, the stock is trading at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.4x. This compares to an average P/E of 31x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 92%. Is New 90 Day High Low • Nov 13
New 90-day high: €2.53 The company is up 13% from its price of €2.24 on 14 August 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 7.0% over the same period.