View ValuationInfotel 将来の成長Future 基準チェック /26Infotel利益と収益がそれぞれ年間6.3%と4.8%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18.4% 6.4%なると予測されています。主要情報6.3%収益成長率6.41%EPS成長率IT 収益成長13.9%収益成長率4.8%将来の株主資本利益率18.43%アナリストカバレッジLow最終更新日22 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 updatesDeclared Dividend • Apr 24Dividend of €2.00 announcedDividend of €2.00 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 24% over the next 3 years, which should maintain adequate earnings cover for the dividend.お知らせ • Apr 23Infotel SA announces Annual dividend, payable on June 05, 2026Infotel SA announced Annual dividend of EUR 2.0000 per share payable on June 05, 2026, ex-date on June 03, 2026 and record date on June 04, 2026.お知らせ • Apr 21Infotel SA, Annual General Meeting, May 27, 2026Infotel SA, Annual General Meeting, May 27, 2026. Location: le valmy 4 16 avenue leon gaumont, paris FranceBoard Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Anne Andra was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €35.40. The fair value is estimated to be €44.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 6.6% in the next 2 years.お知らせ • Jan 30Infotel SA (ENXTPA:INF) acquired Sesin.Infotel SA (ENXTPA:INF) acquired Sesin on January 1, 2026. For the period ending December 31, 2025, Sesin reported total revenue of €3 million. Infotel SA (ENXTPA:INF) completed the acquisition of Sesin on January 1, 2026.お知らせ • Nov 28+ 1 more updateInfotel SA to Report Fiscal Year 2025 Results on Mar 18, 2026Infotel SA announced that they will report fiscal year 2025 results After-Market on Mar 18, 2026Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €44.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the IT industry in the United Kingdom. Total loss to shareholders of 4.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.17 per share.Board Change • Jun 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Anne Andra was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Anne Andra was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 28Dividend of €2.00 announcedDividend of €2.00 is the same as last year. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.Board Change • Apr 25Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Helene Kermorgant was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17Infotel SA, Annual General Meeting, May 27, 2025Infotel SA, Annual General Meeting, May 27, 2025. Location: le valmy 4 16 avenue leon gaumont, paris FranceReported Earnings • Mar 23Full year 2024 earnings releasedFull year 2024 results: Revenue: €294.8m (down 4.1% from FY 2023). Net income: €18.5m (up 2.4% from FY 2023). Profit margin: 6.3% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom.お知らせ • Feb 28+ 1 more updateInfotel SA to Report Q4, 2024 Results on Mar 19, 2025Infotel SA announced that they will report Q4, 2024 results at 9:00 AM, Central European Standard Time on Mar 19, 2025Reported Earnings • Sep 27First half 2024 earnings releasedFirst half 2024 results: Revenue: €149.2m (down 5.9% from 1H 2023). Net income: €8.30m (down 12% from 1H 2023). Profit margin: 5.6% (down from 6.0% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in the United Kingdom.お知らせ • Aug 02Infotel SA to Report First Half, 2024 Results on Sep 25, 2024Infotel SA announced that they will report first half, 2024 results on Sep 25, 2024お知らせ • Jun 29Infotel SA (ENXTPA:INF) acquired 30% stake in Altanna.Infotel SA (ENXTPA:INF) acquired 30% stake in Altanna on June 27, 2024. Altanna generated revenue of €2 million in 2023. The acquisition of 30% of Altanna’s share capital is fully financed in cash from own funds. The contract provides for an option to acquire a majority stake in Altanna within three years.Infotel SA (ENXTPA:INF) completed the acquisition of 30% stake in Altanna on June 27, 2024.Board Change • May 24Less 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. 2 experienced directors. 4 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €307.5m (up 2.4% from FY 2022). Net income: €18.1m (down 11% from FY 2022). Profit margin: 5.9% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom.Buy Or Sell Opportunity • Feb 02Now 22% undervaluedOver the last 90 days, the stock has risen 12% to €49.23. The fair value is estimated to be €63.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 5.6% in 2 years. Earnings are forecast to grow by 5.4% in the next 2 years.お知らせ • Nov 25+ 1 more updateInfotel SA, Annual General Meeting, May 22, 2024Infotel SA, Annual General Meeting, May 22, 2024, at 14:30 Central European Standard Time.New Risk • Sep 26New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 37% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio).Upcoming Dividend • May 12Upcoming dividend of €2.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €300.4m (up 14% from FY 2021). Net income: €20.9m (up 53% from FY 2021). Profit margin: 7.0% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom.Buying Opportunity • Dec 20Now 20% undervaluedOver the last 90 days, the stock is up 9.2%. The fair value is estimated to be €68.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 4.4%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 20Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 31 May 2022. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.9%). Higher than average of industry peers (2.6%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €263.4m (up 12% from FY 2020). Net income: €13.7m (up 46% from FY 2020). Profit margin: 5.2% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 7.5%, compared to a 17% growth forecast for the industry in the United Kingdom.Reported Earnings • Sep 24First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €129.1m (up 9.0% from 1H 2020). Net income: €6.30m (up 32% from 1H 2020). Profit margin: 4.9% (up from 4.0% in 1H 2020). The increase in margin was driven by higher revenue.Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 17Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.9%).Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €235.2m (down 5.3% from FY 2019). Net income: €9.40m (down 28% from FY 2019). Profit margin: 4.0% (down from 5.2% in FY 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 0.03%. Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the IT industry in the United Kingdom.Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 43% share price gain to €58.30, the stock is trading at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 42x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 30%.Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 48% share price gain to €58.30, the stock is trading at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 14.1x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 26%.Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 48% share price gain to €58.30, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 14x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 26%.Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of €12.9m, down 1.1% from the prior year. Total revenue was €244.5m over the last 12 months, up 2.3% from the prior year.業績と収益の成長予測LSE:0OQQ - 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12/31/20283402529N/A312/31/20273242427N/A412/31/20263102223N/A412/31/202529421N/AN/AN/A9/30/202529318N/AN/AN/A6/30/2025292153237N/A3/31/2025294173236N/A12/31/2024295183236N/A9/30/2024297183337N/A6/30/2024298173438N/A3/31/2024303172832N/A12/31/2023308182226N/A9/30/2023309191822N/A6/30/2023310201419N/A3/31/2023305201823N/A12/31/2022300202226N/A9/30/2022292192327N/A6/30/2022284172428N/A3/31/2022274152428N/A12/31/2021263142427N/A9/30/2021255122528N/A6/30/2021246112629N/A3/31/2021241103134N/A12/31/202023593539N/A9/30/2020240112834N/A6/30/2020244132228N/A3/31/2020246131924N/A12/31/2019248131721N/A9/30/201924413N/A21N/A6/30/201923913N/A20N/A3/31/201923514N/A22N/A12/31/201823215N/A23N/A9/30/201822615N/A24N/A6/30/201822116N/A26N/A3/31/201821516N/A24N/A12/31/201720916N/A22N/A9/30/201720415N/A18N/A6/30/201719814N/A13N/A3/31/201719414N/A14N/A12/31/201619114N/A14N/A9/30/201618714N/A17N/A6/30/201618414N/A19N/A3/31/201617913N/A18N/A12/31/201517513N/A16N/A9/30/201517113N/A15N/A6/30/201516812N/A14N/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: 0OQQの予測収益成長率 (年間6.3% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0OQQの収益 ( 6.3% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0OQQ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: 0OQQの収益 ( 4.8% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0OQQの収益 ( 4.8% ) 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: 0OQQ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 ( 18.4 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 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 05:40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Infotel SA 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Denis ScherrerDegroof PetercamEmmanuel ParotGilbert DupontEmmanuel MatotODDO BHF Corporate & Markets6 その他のアナリストを表示
Declared Dividend • Apr 24Dividend of €2.00 announcedDividend of €2.00 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 24% over the next 3 years, which should maintain adequate earnings cover for the dividend.
お知らせ • Apr 23Infotel SA announces Annual dividend, payable on June 05, 2026Infotel SA announced Annual dividend of EUR 2.0000 per share payable on June 05, 2026, ex-date on June 03, 2026 and record date on June 04, 2026.
お知らせ • Apr 21Infotel SA, Annual General Meeting, May 27, 2026Infotel SA, Annual General Meeting, May 27, 2026. Location: le valmy 4 16 avenue leon gaumont, paris France
Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Anne Andra was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €35.40. The fair value is estimated to be €44.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 6.6% in the next 2 years.
お知らせ • Jan 30Infotel SA (ENXTPA:INF) acquired Sesin.Infotel SA (ENXTPA:INF) acquired Sesin on January 1, 2026. For the period ending December 31, 2025, Sesin reported total revenue of €3 million. Infotel SA (ENXTPA:INF) completed the acquisition of Sesin on January 1, 2026.
お知らせ • Nov 28+ 1 more updateInfotel SA to Report Fiscal Year 2025 Results on Mar 18, 2026Infotel SA announced that they will report fiscal year 2025 results After-Market on Mar 18, 2026
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €44.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the IT industry in the United Kingdom. Total loss to shareholders of 4.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.17 per share.
Board Change • Jun 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Anne Andra was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Anne Andra was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 28Dividend of €2.00 announcedDividend of €2.00 is the same as last year. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
Board Change • Apr 25Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Helene Kermorgant was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17Infotel SA, Annual General Meeting, May 27, 2025Infotel SA, Annual General Meeting, May 27, 2025. Location: le valmy 4 16 avenue leon gaumont, paris France
Reported Earnings • Mar 23Full year 2024 earnings releasedFull year 2024 results: Revenue: €294.8m (down 4.1% from FY 2023). Net income: €18.5m (up 2.4% from FY 2023). Profit margin: 6.3% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom.
お知らせ • Feb 28+ 1 more updateInfotel SA to Report Q4, 2024 Results on Mar 19, 2025Infotel SA announced that they will report Q4, 2024 results at 9:00 AM, Central European Standard Time on Mar 19, 2025
Reported Earnings • Sep 27First half 2024 earnings releasedFirst half 2024 results: Revenue: €149.2m (down 5.9% from 1H 2023). Net income: €8.30m (down 12% from 1H 2023). Profit margin: 5.6% (down from 6.0% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in the United Kingdom.
お知らせ • Aug 02Infotel SA to Report First Half, 2024 Results on Sep 25, 2024Infotel SA announced that they will report first half, 2024 results on Sep 25, 2024
お知らせ • Jun 29Infotel SA (ENXTPA:INF) acquired 30% stake in Altanna.Infotel SA (ENXTPA:INF) acquired 30% stake in Altanna on June 27, 2024. Altanna generated revenue of €2 million in 2023. The acquisition of 30% of Altanna’s share capital is fully financed in cash from own funds. The contract provides for an option to acquire a majority stake in Altanna within three years.Infotel SA (ENXTPA:INF) completed the acquisition of 30% stake in Altanna on June 27, 2024.
Board Change • May 24Less 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. 2 experienced directors. 4 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €307.5m (up 2.4% from FY 2022). Net income: €18.1m (down 11% from FY 2022). Profit margin: 5.9% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom.
Buy Or Sell Opportunity • Feb 02Now 22% undervaluedOver the last 90 days, the stock has risen 12% to €49.23. The fair value is estimated to be €63.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 5.6% in 2 years. Earnings are forecast to grow by 5.4% in the next 2 years.
お知らせ • Nov 25+ 1 more updateInfotel SA, Annual General Meeting, May 22, 2024Infotel SA, Annual General Meeting, May 22, 2024, at 14:30 Central European Standard Time.
New Risk • Sep 26New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 37% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risk Dividend is not well covered by cash flows (99% cash payout ratio).
Upcoming Dividend • May 12Upcoming dividend of €2.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €300.4m (up 14% from FY 2021). Net income: €20.9m (up 53% from FY 2021). Profit margin: 7.0% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom.
Buying Opportunity • Dec 20Now 20% undervaluedOver the last 90 days, the stock is up 9.2%. The fair value is estimated to be €68.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 4.4%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 20Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 31 May 2022. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.9%). Higher than average of industry peers (2.6%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €263.4m (up 12% from FY 2020). Net income: €13.7m (up 46% from FY 2020). Profit margin: 5.2% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 7.5%, compared to a 17% growth forecast for the industry in the United Kingdom.
Reported Earnings • Sep 24First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €129.1m (up 9.0% from 1H 2020). Net income: €6.30m (up 32% from 1H 2020). Profit margin: 4.9% (up from 4.0% in 1H 2020). The increase in margin was driven by higher revenue.
Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Alain Hallereau was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 17Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.9%).
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €235.2m (down 5.3% from FY 2019). Net income: €9.40m (down 28% from FY 2019). Profit margin: 4.0% (down from 5.2% in FY 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 0.03%. Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the IT industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 43% share price gain to €58.30, the stock is trading at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 42x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 30%.
Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 48% share price gain to €58.30, the stock is trading at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 14.1x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 26%.
Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 48% share price gain to €58.30, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 14x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 26%.
Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of €12.9m, down 1.1% from the prior year. Total revenue was €244.5m over the last 12 months, up 2.3% from the prior year.