View ValuationICL Group 将来の成長Future 基準チェック /06 ICL Groupは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長27.0%収益成長率2.9%将来の株主資本利益率9.44%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報お知らせ • Aug 06+ 1 more updateICL Group Ltd Updates Earnings Guidance for the Full Year 2025ICL Group Ltd. updated earnings guidance for the full year 2025. For the year, the company now expects sales volumes of between 4.3 million and 4.5 million metric tons.Major Estimate Revision • May 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.318 to US$0.357. Revenue forecast steady at US$6.96b. Net income forecast to grow 2.9% next year vs 34% growth forecast for Chemicals industry in Israel. Consensus price target of ₪20.32 unchanged from last update. Share price was steady at ₪17.79 over the past week.Major Estimate Revision • Mar 06Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.15b to US$6.97b. EPS estimate also fell from US$0.453 per share to US$0.36 per share. Net income forecast to shrink 28% next year vs 39% growth forecast for Chemicals industry in Israel . Consensus price target up from ₪19.54 to ₪20.18. Share price rose 2.7% to ₪18.92 over the past week.すべての更新を表示Recent updatesDeclared Dividend • May 17First quarter dividend of US$0.053 announcedShareholders will receive a dividend of US$0.053. Ex-date: 2nd June 2026 Payment date: 17th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 2.5% to bring the payout ratio under control, which is less than the 25% EPS growth achieved over the last 5 years.Reported Earnings • May 14First quarter 2026 earnings released: EPS: US$0.098 (vs US$0.071 in 1Q 2025)First quarter 2026 results: EPS: US$0.098 (up from US$0.071 in 1Q 2025). Revenue: US$2.02b (up 14% from 1Q 2025). Net income: US$126.0m (up 39% from 1Q 2025). Profit margin: 6.2% (up from 5.1% in 1Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • May 14Icl Group Ltd Declares Dividend, Payable on June 17, 2026ICL Group Ltd. declared a dividend of 5.35 cents per share, or approximately $69 million, versus 4.26 cents per share, or approximately $55 million, in the first quarter of last year. The dividend will be payable on June 17, 2026, to shareholders of record as of June 2, 2026.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 98% Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₪20.08, the stock trades at a trailing P/E ratio of 36.4x. Average forward P/E is 18x in the Chemicals industry in Israel. Total loss to shareholders of 2.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪13.49 per share.お知らせ • Apr 23ICL Group Ltd to Report Q1, 2026 Results on May 13, 2026ICL Group Ltd announced that they will report Q1, 2026 results Pre-Market on May 13, 2026New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 98% Earnings have declined by 11% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).お知らせ • Mar 11ICL Group Ltd Announces CFO Changes, Effective June 15, 2026ICL Group Ltd. announced that Aviram Lahav will conclude his tenure as ICL’s CFO on June 15, 2026, towards his retirement. As per the Company’s Board of Directors’ resolution dated March 10, 2026, Asaf Alperovitz will succeed Lahav and will be appointed as CFO and a member of ICL’s executive management team effective June 15, 2026. Asaf Alperovitz brings with him more than two decades of senior financial experience. He currently serves as the CFO of SolarEdge Technologies and previously held CFO positions at Delta Galil Industries, Syneron Candela, and other companies, served as CEO at Allmed Solutions, and held senior management roles including Head of the Israeli Desk at Ernst & Young (EY). Alperovitz holds an MBA in Finance and Marketing and a BA in Accounting and Economics, both from Tel Aviv University, and is a Certified Public Accountant (Israel). Elad Aharonson, ICL’s President and CEO, expressed his deep appreciation to Aviram for his meaningful contributions and dedicated service to the Company, and wished him much success in his future endeavors. Aharonson also congratulated Asaf on his new role and conveyed his full confidence that Alperovitz’s extensive global experience in public companies and senior positions in the industry will further strengthen the Company, support its continued growth, and advance the execution of its strategy.Buy Or Sell Opportunity • Mar 09Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to ₪16.68. The fair value is estimated to be ₪13.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 72%.Declared Dividend • Feb 20Fourth quarter dividend of US$0.046 announcedShareholders will receive a dividend of US$0.046. Ex-date: 10th March 2026 Payment date: 25th March 2026 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it adequately covered by cash flows (98% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control, which is less than the 83% EPS growth achieved over the last 5 years.Reported Earnings • Feb 19Full year 2025 earnings released: EPS: US$0.17 (vs US$0.32 in FY 2024)Full year 2025 results: EPS: US$0.17 (down from US$0.32 in FY 2024). Revenue: US$7.15b (up 4.6% from FY 2024). Net income: US$226.0m (down 45% from FY 2024). Profit margin: 3.2% (down from 5.9% in FY 2024). 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 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Feb 18+ 1 more updateICL Group Ltd Reports Impairment Charges for the Fourth Quarter Ended December 31, 2025ICL Group Ltd. reported impairment charges for the fourth quarter ended December 31, 2025. For the period, the company reported fixed assets impairment of $111 million against $7 million a year ago.Board Change • Feb 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Michal Silverberg was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jan 29ICL Group Ltd to Report Q4, 2025 Results on Feb 18, 2026ICL Group Ltd announced that they will report Q4, 2025 results Pre-Market on Feb 18, 2026お知らせ • Dec 19ICL Group Ltd (NYSE:ICL) agreed to acquire Bartek Ingredients Inc.ICL Group Ltd (NYSE:ICL) agreed to acquire Bartek Ingredients Inc. on December 18, 2025. As of fiscal year 2024, Bartek Ingredients generated approximately $65 million in annual revenue. The acquisition is subject to customary closing conditions, including regulatory approvals, and will be completed in two phases. The first phase, expected to close during the first quarter of 2026.お知らせ • Dec 05ICL Group Ltd Announces Supreme Court Ruling Requires Payment of Water Fees for Dead Sea Concession Area Extracted WaterICL Group Ltd. reported that the Israeli Supreme Court rendered a ruling today, determining that the petitions filed against it, the Water Authority, the Attorney General, and Mekorot Water Company Ltd. are to be accepted. The petitions requested that the Supreme Court rule that the Company is obliged to pay water fees on water extracted from wells in the Dead Sea Concession area as of January 1, 2018. This ruling contradicts the legal opinion issued by the Israeli Ministry of Justice, which stated that the royalties arrangement established in the Dead Sea Concession Law, 1961, is the sole arrangement for collecting payment for the right to extract water in the concession area. As a result of the ruling, the Company estimates it will be required to pay between $70–90 million for the period from January 1, 2018, through September 2025, which will be recognized in its financial results for the fourth quarter of 2025. This amount does not include interest and linkage differentials. Furthermore, the Company anticipates an additional annual cost of between $10 million-$12 million for water fee payments from October 2025 until the expiration of the current concession.お知らせ • Nov 12+ 1 more updateICL Group Ltd Announces its Decision to Discontinue its LFP Cathode Active Material ActivitiesICL Group Ltd. announced that Further to the Company's immediate reports dated October 19, 2022, January 16, 2025, and 9, 2025 (Reference Nos. 2022-02-127921, 2025-02-004970, and 2025-02-074718, respectively), the Company hereby reported that, as part of a comprehensive strategic review of its operations, and its to focus its activities on strategic growth drivers and to optimize its core businesses, on November 11, 2025, the Company decided to discontinue its operations in the United States related to the establishment of a lithium iron phosphate ("LFP") cathode active material production facility. In addition, in a joint decision with Shenzhen Dynanonic Co Ltd., the Company also decided to terminate the joint venture agreement for the establishment of an LFP cathode active material production facility in Spain. This decision follows the U.S. Department of Energy's (DOE) announcement, as reported on October 9, 2025, regarding its decision to discontinue funding for the construction of the facility in St. Louis, U.S. The DOE's decision was part of a broader decision to cancel eligibility for continued funding of numerous projects, including in the renewable energy sector, and in light of absence of funding from the European Union to establish an LFP cathode active material production facility in Spain. The lack of such funding comes alongside global developments in the electric vehicle market that indicated lower demand levels than initially forecasted, as well as regulatory changes, including in the U.S. and China, that affected the projects' economic feasibility, in addition to high required capital investments and significant operating costs. The Company notes that it will continue to develop its existing activities related to the supply of raw materials to the battery materials market.お知らせ • Oct 16ICL Group Ltd to Report Q3, 2025 Results on Nov 12, 2025ICL Group Ltd announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025Buy Or Sell Opportunity • Oct 10Now 24% overvaluedOver the last 90 days, the stock has fallen 8.0% to ₪21.80. The fair value is estimated to be ₪17.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 65%.お知らせ • Oct 10ICL Group Ltd Announces U.S. Department of Energy Decides to Discontinue Funding for Establishment of Lithium Iron PhosphateICL Group Ltd. announced that further to the Company’s immediate report dated October 19, 2022 (Reference No. 2022-02-127921), to the Company’s immediate report dated January 16, 2025 (Reference No. 2025-02-004970), and to the Company’s Annual Report as filed on Form 20-F for the year ended December 31, 2024, filed on March 13, 2025, the Company reported that it has received a notice from the U.S. Department of Energy (“DOE”), informing that the DOE has decided to discontinue the funding for the establishment of a lithium iron phosphate ("LFP") cathode active material manufacturing plant in St. Louis, United States (the “Project”). The DOE’s decision was made as part of a comprehensive review that led to the discontinuation of the funding eligibility for a number of projects that were previously approved for grants in the renewable energy sector and other sectors, with the objective of aligning such grants with the Congressional budget framework and, among other considerations, in response to the anticipated increase in the Project’s costs. The Company is reviewing DOE's announcement and the implications thereof. As part of an overall review of the Company's strategy, it is examining the continuation of the Project and all of its activities related to LFP cathode active material. According to the Company's preliminary estimate, if a decision is made to discontinue such activities, the Company is expected to recognize an investment write-off of approximately $40 million (net) in its financial statements.お知らせ • Sep 01ICL Group Ltd announces Quarterly dividend, payable on September 17, 2025ICL Group Ltd. announced Quarterly dividend of USD 0.0426 per share payable on September 17, 2025, ex-date on September 03, 2025 and record date on September 03, 2025.Upcoming Dividend • Aug 27Upcoming dividend of US$0.043 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 17 September 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Israeli dividend payers (5.6%). Higher than average of industry peers (2.2%).Declared Dividend • Aug 09Second quarter dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 3rd September 2025 Payment date: 17th September 2025 Dividend yield will be 2.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.072 (vs US$0.089 in 2Q 2024)Second quarter 2025 results: EPS: US$0.072 (down from US$0.089 in 2Q 2024). Revenue: US$1.83b (up 4.6% from 2Q 2024). Net income: US$93.0m (down 19% from 2Q 2024). Profit margin: 5.1% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.お知らせ • Aug 06+ 1 more updateICL Group Ltd Updates Earnings Guidance for the Full Year 2025ICL Group Ltd. updated earnings guidance for the full year 2025. For the year, the company now expects sales volumes of between 4.3 million and 4.5 million metric tons.Board Change • Aug 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Michal Silverberg was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jul 17ICL Group Ltd, Annual General Meeting, Sep 04, 2025ICL Group Ltd, Annual General Meeting, Sep 04, 2025. Location: millennium tower, 23 aranha street, 22nd floor., tel aviv Israelお知らせ • Jul 10ICL Group Ltd to Report Q2, 2025 Results on Aug 06, 2025ICL Group Ltd announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025Buy Or Sell Opportunity • Jul 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₪24.35. The fair value is estimated to be ₪19.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.Buy Or Sell Opportunity • Jun 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to ₪23.66. The fair value is estimated to be ₪19.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.お知らせ • Jun 02ICL Group Ltd announces Quarterly dividend, payable on June 18, 2025ICL Group Ltd announced Quarterly dividend of USD 0.0426 per share payable on June 18, 2025, ex-date on June 04, 2025 and record date on June 04, 2025.Buy Or Sell Opportunity • May 28Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to ₪23.35. The fair value is estimated to be ₪19.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.Declared Dividend • May 21First quarter dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 4th June 2025 Payment date: 18th June 2025 Dividend yield will be 2.4%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • May 20+ 1 more updateICL Group Ltd Declares Dividend First Quarter 2025 , Payable on June 18, 2025In connection with ICL Group Ltd’s first quarter 2025 results, the Board of Directors declared a dividend of 4.26 cents per share, or approximately $55 million, versus 4.57 cents per share, or approximately $59 million, in the first quarter of last year. The dividend will be payable on June 18, 2025, to shareholders of record as of June 4, 2025.Reported Earnings • May 19First quarter 2025 earnings released: EPS: US$0.071 (vs US$0.085 in 1Q 2024)First quarter 2025 results: EPS: US$0.071 (down from US$0.085 in 1Q 2024). Revenue: US$1.77b (up 1.8% from 1Q 2024). Net income: US$91.0m (down 17% from 1Q 2024). Profit margin: 5.1% (down from 6.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23ICL Group Ltd to Report Q1, 2025 Results on May 19, 2025ICL Group Ltd announced that they will report Q1, 2025 results Pre-Market on May 19, 2025Buy Or Sell Opportunity • Apr 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.9% to ₪21.04. The fair value is estimated to be ₪17.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.0% over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.Declared Dividend • Mar 01Fourth quarter dividend of US$0.04 announcedShareholders will receive a dividend of US$0.04. Ex-date: 12th March 2025 Payment date: 25th March 2025 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 32% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.2% EPS decline seen over the last 5 years.Reported Earnings • Feb 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.32 (down from US$0.50 in FY 2023). Revenue: US$6.84b (down 9.2% from FY 2023). Net income: US$407.0m (down 37% from FY 2023). Profit margin: 5.9% (down from 8.6% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26+ 1 more updateICL Group Ltd Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2024ICL Group Ltd. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2024. For the period, the company reported fixed assets impairment of $7 million.お知らせ • Jan 29ICL Group Ltd to Report Q4, 2024 Results on Feb 26, 2025ICL Group Ltd announced that they will report Q4, 2024 results Pre-Market on Feb 26, 2025お知らせ • Dec 23+ 1 more updateICL Group Ltd Appoints Elad Aharonson as Chief Executive Officer, Effective March 13, 2025ICL announced its Board of Directors has approved the appointment of Elad Aharonson as ICL’s new chief executive officer, effective March 13, 2025. He will succeed Raviv Zoller who will work with Aharonson to ensure a smooth and orderly transition. Elad Aharonson has been an integral part of ICL for nearly four years, serving as president of ICL’s Growing Solutions business since April of 2021. During his tenure, he led the development of ICL's specialty fertilizer solutions and the expansion of these product offerings into new territories, through both organic efforts and via acquisitions. His significant achievements demonstrate exceptional leadership and a deep commitment to ICL’s mission and values. Prior to joining ICL, Aharonson served at Elbit Systems Ltd. for approximately 16 years and held various senior management positions, including as executive vice president and general manager of the ISTAR Division. He also served as executive vice president and general manager of Elbit’s UAS Division. During his tenure with that company, Aharonson contributed to its unprecedented growth in both local and international markets.お知らせ • Dec 13ICL Group Unveils Breakthrough in Flame Retardant TechnologyICL Group announced the launch of VeriQuel R100, an innovative, reactive phosphorus flame retardant (FR) designed for rigid polyurethane insulation products, such as those used for sheathing, in-wall and PIR roofing - the preferred choice for more than 70% of commercial roofs. ICL invested more than $2 million of R&D into this phosphorus-based product, which offers a more sustainable alternative to traditional additive flame retardants. VeriQuel R100 is a patented reactive product, which creates built-in flame retardancy, meaning it chemically bonds with the polymer matrix. This next generation technology not only ensures long-lasting performance and stability, it also eliminates the potential for the product to migrate. Additionally, it aligns with stricter global regulations on environmental safety. Importantly for customers, VeriQuel R 100 is fully compatible with current manufacturing processes, making it an easy transition for manufacturers looking to improve their product's sustainability and compliance without additional formulating costs. To date, four of the leading U.S. commercial roofing companies have launched products with VeriQuel R100., with another six companies in the U.S. and Europe currently in the product development phase. According to Grand View Research, the global rigid polyurethane foam market size was estimated to be $21 billion in 2023 and is expected to grow at a CAGR of 5.8% from 2024 to 2030. The construction industry drives primary demand for rigid polyurethane foam and, as energy efficiency has become more predominant, the market has observed an increase in demand, since rigid polyurethane insulation helps reduce energy consumption and overall infrastructure costs.お知らせ • Dec 05+ 1 more updateICL Group Ltd Announces Departure of Raviv Zoller as Chief Executive OfficerICL announced that Mr. Raviv Zoller will be concluding his tenure as ICL's Chief Executive Officer due to personal reasons. The Board of Directors and Mr. Zoller are currently in discussions to finalize the details of the separation, and an official announcement regarding the transition plan and Mr. Zoller's successor will be made in due course.Upcoming Dividend • Nov 27Upcoming dividend of US$0.053 per shareEligible shareholders must have bought the stock before 04 December 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Israeli dividend payers (6.2%). Higher than average of industry peers (2.4%).Declared Dividend • Nov 13Third quarter dividend of US$0.053 announcedShareholders will receive a dividend of US$0.053. Ex-date: 4th December 2024 Payment date: 18th December 2024 Dividend yield will be 3.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (37% 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 4.1% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 12Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.088 (down from US$0.11 in 3Q 2023). Revenue: US$1.75b (down 5.9% from 3Q 2023). Net income: US$113.0m (down 18% from 3Q 2023). Profit margin: 6.4% (down from 7.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Nov 11ICL Group Ltd Declares Third Quarter 2024 Dividend, Payable on December 18, 2024In connection with ICL Group Ltd’s third quarter 2024 results, the Board of Directors declared a dividend of 5.27 cents per share, or approximately $68 million, versus 5.31 cents per share, or approximately $68 million, in the third quarter of last year. The dividend will be payable on December 18, 2024, to shareholders of record as of December 4, 2024.New Risk • Nov 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.0% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).お知らせ • Oct 24ICL Group Ltd to Report Q3, 2024 Results on Nov 11, 2024ICL Group Ltd announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 15Second quarter 2024 earnings: Revenues in line with analyst expectationsSecond quarter 2024 results: Revenue: US$1.75b (down 7.1% from 2Q 2023). Net income: US$115.0m (down 29% from 2Q 2023). Profit margin: 6.6% (down from 8.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Asia are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 29ICL Group Ltd (TASE:ICL) acquired Custom Ag Formulators, Inc. for $60 million.ICL Group Ltd (TASE:ICL) acquired Custom Ag Formulators, Inc. for $60 million on July 29, 2024. ICL Group Ltd (TASE:ICL) completed the acquisition of Custom Ag Formulators, Inc. for $60 million on July 29, 2024.お知らせ • Jul 24ICL Group Ltd to Report Q2, 2024 Results on Aug 14, 2024ICL Group Ltd announced that they will report Q2, 2024 results Pre-Market on Aug 14, 2024お知らせ • Jun 05ICL Group Ltd, Annual General Meeting, Jul 17, 2024ICL Group Ltd, Annual General Meeting, Jul 17, 2024. Location: millennium tower tlv, Israelお知らせ • Jun 02ICL Group Ltd Announces Not Standing for Reelection of Dafna Gruber as Additional External DirectorICL Group Ltd. announced that at its AGM to be held on July 17, 2024, Dafna Gruber, 58, (director since January 2022) the additional external director is not standing for reelection at the AGM.Upcoming Dividend • May 30Upcoming dividend of US$0.046 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 5.9%. Lower than top quartile of Israeli dividend payers (7.1%). Higher than average of industry peers (4.8%).Major Estimate Revision • May 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.318 to US$0.357. Revenue forecast steady at US$6.96b. Net income forecast to grow 2.9% next year vs 34% growth forecast for Chemicals industry in Israel. Consensus price target of ₪20.32 unchanged from last update. Share price was steady at ₪17.79 over the past week.Declared Dividend • May 12First quarter dividend of US$0.046 announcedShareholders will receive a dividend of US$0.046. Ex-date: 6th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (49% 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 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 11First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$0.085 (down from US$0.22 in 1Q 2023). Revenue: US$1.74b (down 18% from 1Q 2023). Net income: US$109.0m (down 61% from 1Q 2023). Profit margin: 6.3% (down from 13% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 10ICL Group Ltd Declares Cash Dividend, Payable on June 20, 2024ICL Group Ltd. announced that on May 8, 2024, the Company's Board of Directors resolved to declare a cash dividend in the amount of $0.04574 per share, or about $59 million. The dividend will be paid only to registered shareholders entitled to receive $2 or more. The record date is June 6, 2024, and the payment date is June 20, 2024.お知らせ • Apr 16ICL Group Ltd to Report Q1, 2024 Results on May 09, 2024ICL Group Ltd announced that they will report Q1, 2024 results Pre-Market on May 09, 2024Upcoming Dividend • Mar 07Upcoming dividend of US$0.048 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Israeli dividend payers (6.9%). In line with average of industry peers (4.7%).Major Estimate Revision • Mar 06Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.15b to US$6.97b. EPS estimate also fell from US$0.453 per share to US$0.36 per share. Net income forecast to shrink 28% next year vs 39% growth forecast for Chemicals industry in Israel . Consensus price target up from ₪19.54 to ₪20.18. Share price rose 2.7% to ₪18.92 over the past week.Declared Dividend • Mar 03Fourth quarter dividend of US$0.048 announcedShareholders will receive a dividend of US$0.048. Ex-date: 14th March 2024 Payment date: 26th March 2024 Dividend yield will be 4.8%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% 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 decline by 5.3% over the next 2 years. However, it would need to fall by 39% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Mar 02Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ₪18.89. The fair value is estimated to be ₪15.68, however this is not to be taken as a sell 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 40%. Revenue is forecast to decline by 1.2% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.Reported Earnings • Feb 29Full year 2023 earnings: Revenues exceed analyst expectationsFull year 2023 results: Revenue: US$7.54b (down 25% from FY 2022). Net income: US$647.0m (down 70% from FY 2022). Profit margin: 8.6% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Revenue is forecast to stay flat during the next 2 years compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 28+ 1 more updateICL Group Ltd (TASE:ICL) acquired Nitro 1000 for $30 million.ICL Group Ltd (TASE:ICL) acquired Nitro 1000 for $30 million in the beginning of 2024.ICL Group Ltd (TASE:ICL) completed the acquisition of Nitro 1000 in the beginning of 2024.Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Shalom Shlomo was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 30ICL Group Ltd to Report Q4, 2023 Results on Feb 28, 2024ICL Group Ltd announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024お知らせ • Dec 15ICL Group Ltd Announces Appointment of Mr. Shalom Shlomo to Board of Directors, Effective as of January 1, 2024ICL Group Ltd. announced that Board of Directors has appointed Mr. Shalom Shlomo to the Board of Directors, effective as of January 1, 2024, to serve until the next annual general meeting of shareholders of the Company. Mr. Shlomo has over twenty years of experience in various leading positions in the public and private sectors. As of December 14, 2023, Mr. Shlomo serves as the chairman of the Haim Avshalom Institute, since May 2023, and as a director of Ashdod Refinery Ltd., an Israeli public company, since August 2023. As part of his positions in the private sector, Mr. Shlomo provided consulting services to Israeli energy, infrastructure and telecommunications companies, among others. In addition, Mr. Shlomo served in various senior positions in the public sector, including as the Israeli Government Secretary from June 2021 until January 2023. Mr. Shlomo holds an LLB degree in law from the Israeli Academic Center for Law and Business.Upcoming Dividend • Nov 28Upcoming dividend of US$0.053 per share at 18% yieldEligible shareholders must have bought the stock before 05 December 2023. Payment date: 20 December 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 79%. Trailing yield: 18%. Within top quartile of Israeli dividend payers (8.1%). Higher than average of industry peers (15%).Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$1.86b (down 26% from 3Q 2022). Net income: US$137.0m (down 78% from 3Q 2022). Profit margin: 7.4% (down from 25% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08ICL Group Ltd Declares Cash Dividend, Payable on December 20, 2023ICL Group Ltd. announced that on November 7, 2023, the Company's Board of Directors resolved to declare a cash dividend in the amount of $0.05310 per share or about $68 million. The record date is December 5, 2023 and the payment date is December 20, 2023.New Risk • Oct 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 25% 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 25% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (105% cash payout ratio).Buying Opportunity • Aug 23Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₪28.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 81%. Revenue is forecast to decline by 8.1% in 2 years. Earnings is forecast to decline by 48% in the next 2 years.業績と収益の成長予測TASE:ICL - アナリストの将来予測と過去の財務データ ( )USD 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12/31/20288,089N/A5641,319312/31/20277,835N/A5261,228412/31/20267,843N/A2741,06823/31/20267,4092613171,086N/A12/31/20257,1532262321,056N/A9/30/20257,0533693551,194N/A6/30/20256,9533674761,294N/A3/31/20256,8733895831,341N/A12/31/20246,8414077551,468N/A9/30/20246,9304047671,468N/A6/30/20247,0394287531,486N/A3/31/20247,1554768591,620N/A12/31/20237,5366479301,710N/A9/30/20237,9379119881,725N/A6/30/20238,5941,4071,1751,905N/A3/31/20239,6061,8071,3022,082N/A12/31/202210,0152,1591,3842,131N/A9/30/20229,9622,1111,1821,902N/A6/30/20229,2331,7039051,569N/A3/31/20227,9701,2805891,184N/A12/31/20216,9557834541,065N/A9/30/20216,234565370979N/A6/30/20215,648394285909N/A3/31/20215,23486210844N/A12/31/20205,04311178804N/A9/30/20204,832-6158758N/A6/30/20204,95370319923N/A3/31/20205,175396401985N/A12/31/20195,271475N/A992N/A9/30/20195,575509N/A1,004N/A6/30/20195,621508N/A832N/A3/31/20195,567451N/A757N/A12/31/20185,5561,240N/A620N/A9/30/20185,5071,313N/A673N/A6/30/20185,5761,268N/A653N/A3/31/20185,5271,224N/A688N/A12/31/20175,418364N/A847N/A9/30/20175,395241N/A827N/A6/30/20175,338-183N/A900N/A3/31/20175,393-120N/A939N/A12/31/20165,363-122N/A966N/A9/30/20165,452-58N/A767N/A6/30/20165,448403N/A642N/A3/31/20165,267358N/A729N/A12/31/20155,405509N/A573N/A9/30/20155,381499N/A825N/A6/30/20155,562557N/A996N/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: ICLの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: ICLの収益がIL市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: ICLの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: ICLの収益 ( 2.9% ) IL市場 ( 11% ) よりも低い成長が予測されています。高い収益成長: ICLの収益 ( 2.9% ) 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: ICL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 ( 9.4 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 13:33終値2026/05/20 00:00収益2026/03/31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ICL Group Ltd 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。16 アナリスト機関Benjamin TheurerBarclaysBenjamin TheurerBarclaysJoseph WolfBarclays13 その他のアナリストを表示
お知らせ • Aug 06+ 1 more updateICL Group Ltd Updates Earnings Guidance for the Full Year 2025ICL Group Ltd. updated earnings guidance for the full year 2025. For the year, the company now expects sales volumes of between 4.3 million and 4.5 million metric tons.
Major Estimate Revision • May 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.318 to US$0.357. Revenue forecast steady at US$6.96b. Net income forecast to grow 2.9% next year vs 34% growth forecast for Chemicals industry in Israel. Consensus price target of ₪20.32 unchanged from last update. Share price was steady at ₪17.79 over the past week.
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.15b to US$6.97b. EPS estimate also fell from US$0.453 per share to US$0.36 per share. Net income forecast to shrink 28% next year vs 39% growth forecast for Chemicals industry in Israel . Consensus price target up from ₪19.54 to ₪20.18. Share price rose 2.7% to ₪18.92 over the past week.
Declared Dividend • May 17First quarter dividend of US$0.053 announcedShareholders will receive a dividend of US$0.053. Ex-date: 2nd June 2026 Payment date: 17th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 2.5% to bring the payout ratio under control, which is less than the 25% EPS growth achieved over the last 5 years.
Reported Earnings • May 14First quarter 2026 earnings released: EPS: US$0.098 (vs US$0.071 in 1Q 2025)First quarter 2026 results: EPS: US$0.098 (up from US$0.071 in 1Q 2025). Revenue: US$2.02b (up 14% from 1Q 2025). Net income: US$126.0m (up 39% from 1Q 2025). Profit margin: 6.2% (up from 5.1% in 1Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Icl Group Ltd Declares Dividend, Payable on June 17, 2026ICL Group Ltd. declared a dividend of 5.35 cents per share, or approximately $69 million, versus 4.26 cents per share, or approximately $55 million, in the first quarter of last year. The dividend will be payable on June 17, 2026, to shareholders of record as of June 2, 2026.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 98% Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₪20.08, the stock trades at a trailing P/E ratio of 36.4x. Average forward P/E is 18x in the Chemicals industry in Israel. Total loss to shareholders of 2.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪13.49 per share.
お知らせ • Apr 23ICL Group Ltd to Report Q1, 2026 Results on May 13, 2026ICL Group Ltd announced that they will report Q1, 2026 results Pre-Market on May 13, 2026
New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 98% Earnings have declined by 11% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).
お知らせ • Mar 11ICL Group Ltd Announces CFO Changes, Effective June 15, 2026ICL Group Ltd. announced that Aviram Lahav will conclude his tenure as ICL’s CFO on June 15, 2026, towards his retirement. As per the Company’s Board of Directors’ resolution dated March 10, 2026, Asaf Alperovitz will succeed Lahav and will be appointed as CFO and a member of ICL’s executive management team effective June 15, 2026. Asaf Alperovitz brings with him more than two decades of senior financial experience. He currently serves as the CFO of SolarEdge Technologies and previously held CFO positions at Delta Galil Industries, Syneron Candela, and other companies, served as CEO at Allmed Solutions, and held senior management roles including Head of the Israeli Desk at Ernst & Young (EY). Alperovitz holds an MBA in Finance and Marketing and a BA in Accounting and Economics, both from Tel Aviv University, and is a Certified Public Accountant (Israel). Elad Aharonson, ICL’s President and CEO, expressed his deep appreciation to Aviram for his meaningful contributions and dedicated service to the Company, and wished him much success in his future endeavors. Aharonson also congratulated Asaf on his new role and conveyed his full confidence that Alperovitz’s extensive global experience in public companies and senior positions in the industry will further strengthen the Company, support its continued growth, and advance the execution of its strategy.
Buy Or Sell Opportunity • Mar 09Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to ₪16.68. The fair value is estimated to be ₪13.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 72%.
Declared Dividend • Feb 20Fourth quarter dividend of US$0.046 announcedShareholders will receive a dividend of US$0.046. Ex-date: 10th March 2026 Payment date: 25th March 2026 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it adequately covered by cash flows (98% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control, which is less than the 83% EPS growth achieved over the last 5 years.
Reported Earnings • Feb 19Full year 2025 earnings released: EPS: US$0.17 (vs US$0.32 in FY 2024)Full year 2025 results: EPS: US$0.17 (down from US$0.32 in FY 2024). Revenue: US$7.15b (up 4.6% from FY 2024). Net income: US$226.0m (down 45% from FY 2024). Profit margin: 3.2% (down from 5.9% in FY 2024). 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 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 18+ 1 more updateICL Group Ltd Reports Impairment Charges for the Fourth Quarter Ended December 31, 2025ICL Group Ltd. reported impairment charges for the fourth quarter ended December 31, 2025. For the period, the company reported fixed assets impairment of $111 million against $7 million a year ago.
Board Change • Feb 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Michal Silverberg was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jan 29ICL Group Ltd to Report Q4, 2025 Results on Feb 18, 2026ICL Group Ltd announced that they will report Q4, 2025 results Pre-Market on Feb 18, 2026
お知らせ • Dec 19ICL Group Ltd (NYSE:ICL) agreed to acquire Bartek Ingredients Inc.ICL Group Ltd (NYSE:ICL) agreed to acquire Bartek Ingredients Inc. on December 18, 2025. As of fiscal year 2024, Bartek Ingredients generated approximately $65 million in annual revenue. The acquisition is subject to customary closing conditions, including regulatory approvals, and will be completed in two phases. The first phase, expected to close during the first quarter of 2026.
お知らせ • Dec 05ICL Group Ltd Announces Supreme Court Ruling Requires Payment of Water Fees for Dead Sea Concession Area Extracted WaterICL Group Ltd. reported that the Israeli Supreme Court rendered a ruling today, determining that the petitions filed against it, the Water Authority, the Attorney General, and Mekorot Water Company Ltd. are to be accepted. The petitions requested that the Supreme Court rule that the Company is obliged to pay water fees on water extracted from wells in the Dead Sea Concession area as of January 1, 2018. This ruling contradicts the legal opinion issued by the Israeli Ministry of Justice, which stated that the royalties arrangement established in the Dead Sea Concession Law, 1961, is the sole arrangement for collecting payment for the right to extract water in the concession area. As a result of the ruling, the Company estimates it will be required to pay between $70–90 million for the period from January 1, 2018, through September 2025, which will be recognized in its financial results for the fourth quarter of 2025. This amount does not include interest and linkage differentials. Furthermore, the Company anticipates an additional annual cost of between $10 million-$12 million for water fee payments from October 2025 until the expiration of the current concession.
お知らせ • Nov 12+ 1 more updateICL Group Ltd Announces its Decision to Discontinue its LFP Cathode Active Material ActivitiesICL Group Ltd. announced that Further to the Company's immediate reports dated October 19, 2022, January 16, 2025, and 9, 2025 (Reference Nos. 2022-02-127921, 2025-02-004970, and 2025-02-074718, respectively), the Company hereby reported that, as part of a comprehensive strategic review of its operations, and its to focus its activities on strategic growth drivers and to optimize its core businesses, on November 11, 2025, the Company decided to discontinue its operations in the United States related to the establishment of a lithium iron phosphate ("LFP") cathode active material production facility. In addition, in a joint decision with Shenzhen Dynanonic Co Ltd., the Company also decided to terminate the joint venture agreement for the establishment of an LFP cathode active material production facility in Spain. This decision follows the U.S. Department of Energy's (DOE) announcement, as reported on October 9, 2025, regarding its decision to discontinue funding for the construction of the facility in St. Louis, U.S. The DOE's decision was part of a broader decision to cancel eligibility for continued funding of numerous projects, including in the renewable energy sector, and in light of absence of funding from the European Union to establish an LFP cathode active material production facility in Spain. The lack of such funding comes alongside global developments in the electric vehicle market that indicated lower demand levels than initially forecasted, as well as regulatory changes, including in the U.S. and China, that affected the projects' economic feasibility, in addition to high required capital investments and significant operating costs. The Company notes that it will continue to develop its existing activities related to the supply of raw materials to the battery materials market.
お知らせ • Oct 16ICL Group Ltd to Report Q3, 2025 Results on Nov 12, 2025ICL Group Ltd announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025
Buy Or Sell Opportunity • Oct 10Now 24% overvaluedOver the last 90 days, the stock has fallen 8.0% to ₪21.80. The fair value is estimated to be ₪17.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 65%.
お知らせ • Oct 10ICL Group Ltd Announces U.S. Department of Energy Decides to Discontinue Funding for Establishment of Lithium Iron PhosphateICL Group Ltd. announced that further to the Company’s immediate report dated October 19, 2022 (Reference No. 2022-02-127921), to the Company’s immediate report dated January 16, 2025 (Reference No. 2025-02-004970), and to the Company’s Annual Report as filed on Form 20-F for the year ended December 31, 2024, filed on March 13, 2025, the Company reported that it has received a notice from the U.S. Department of Energy (“DOE”), informing that the DOE has decided to discontinue the funding for the establishment of a lithium iron phosphate ("LFP") cathode active material manufacturing plant in St. Louis, United States (the “Project”). The DOE’s decision was made as part of a comprehensive review that led to the discontinuation of the funding eligibility for a number of projects that were previously approved for grants in the renewable energy sector and other sectors, with the objective of aligning such grants with the Congressional budget framework and, among other considerations, in response to the anticipated increase in the Project’s costs. The Company is reviewing DOE's announcement and the implications thereof. As part of an overall review of the Company's strategy, it is examining the continuation of the Project and all of its activities related to LFP cathode active material. According to the Company's preliminary estimate, if a decision is made to discontinue such activities, the Company is expected to recognize an investment write-off of approximately $40 million (net) in its financial statements.
お知らせ • Sep 01ICL Group Ltd announces Quarterly dividend, payable on September 17, 2025ICL Group Ltd. announced Quarterly dividend of USD 0.0426 per share payable on September 17, 2025, ex-date on September 03, 2025 and record date on September 03, 2025.
Upcoming Dividend • Aug 27Upcoming dividend of US$0.043 per shareEligible shareholders must have bought the stock before 03 September 2025. Payment date: 17 September 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Israeli dividend payers (5.6%). Higher than average of industry peers (2.2%).
Declared Dividend • Aug 09Second quarter dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 3rd September 2025 Payment date: 17th September 2025 Dividend yield will be 2.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.072 (vs US$0.089 in 2Q 2024)Second quarter 2025 results: EPS: US$0.072 (down from US$0.089 in 2Q 2024). Revenue: US$1.83b (up 4.6% from 2Q 2024). Net income: US$93.0m (down 19% from 2Q 2024). Profit margin: 5.1% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 06+ 1 more updateICL Group Ltd Updates Earnings Guidance for the Full Year 2025ICL Group Ltd. updated earnings guidance for the full year 2025. For the year, the company now expects sales volumes of between 4.3 million and 4.5 million metric tons.
Board Change • Aug 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Michal Silverberg was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jul 17ICL Group Ltd, Annual General Meeting, Sep 04, 2025ICL Group Ltd, Annual General Meeting, Sep 04, 2025. Location: millennium tower, 23 aranha street, 22nd floor., tel aviv Israel
お知らせ • Jul 10ICL Group Ltd to Report Q2, 2025 Results on Aug 06, 2025ICL Group Ltd announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
Buy Or Sell Opportunity • Jul 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₪24.35. The fair value is estimated to be ₪19.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
Buy Or Sell Opportunity • Jun 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to ₪23.66. The fair value is estimated to be ₪19.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
お知らせ • Jun 02ICL Group Ltd announces Quarterly dividend, payable on June 18, 2025ICL Group Ltd announced Quarterly dividend of USD 0.0426 per share payable on June 18, 2025, ex-date on June 04, 2025 and record date on June 04, 2025.
Buy Or Sell Opportunity • May 28Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to ₪23.35. The fair value is estimated to be ₪19.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
Declared Dividend • May 21First quarter dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 4th June 2025 Payment date: 18th June 2025 Dividend yield will be 2.4%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • May 20+ 1 more updateICL Group Ltd Declares Dividend First Quarter 2025 , Payable on June 18, 2025In connection with ICL Group Ltd’s first quarter 2025 results, the Board of Directors declared a dividend of 4.26 cents per share, or approximately $55 million, versus 4.57 cents per share, or approximately $59 million, in the first quarter of last year. The dividend will be payable on June 18, 2025, to shareholders of record as of June 4, 2025.
Reported Earnings • May 19First quarter 2025 earnings released: EPS: US$0.071 (vs US$0.085 in 1Q 2024)First quarter 2025 results: EPS: US$0.071 (down from US$0.085 in 1Q 2024). Revenue: US$1.77b (up 1.8% from 1Q 2024). Net income: US$91.0m (down 17% from 1Q 2024). Profit margin: 5.1% (down from 6.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23ICL Group Ltd to Report Q1, 2025 Results on May 19, 2025ICL Group Ltd announced that they will report Q1, 2025 results Pre-Market on May 19, 2025
Buy Or Sell Opportunity • Apr 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.9% to ₪21.04. The fair value is estimated to be ₪17.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.0% over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
Declared Dividend • Mar 01Fourth quarter dividend of US$0.04 announcedShareholders will receive a dividend of US$0.04. Ex-date: 12th March 2025 Payment date: 25th March 2025 Dividend yield will be 2.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 32% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.2% EPS decline seen over the last 5 years.
Reported Earnings • Feb 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.32 (down from US$0.50 in FY 2023). Revenue: US$6.84b (down 9.2% from FY 2023). Net income: US$407.0m (down 37% from FY 2023). Profit margin: 5.9% (down from 8.6% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26+ 1 more updateICL Group Ltd Reports Unaudited Consolidated Impairment Charges for the Fourth Quarter Ended December 31, 2024ICL Group Ltd. reported unaudited consolidated impairment charges for the fourth quarter ended December 31, 2024. For the period, the company reported fixed assets impairment of $7 million.
お知らせ • Jan 29ICL Group Ltd to Report Q4, 2024 Results on Feb 26, 2025ICL Group Ltd announced that they will report Q4, 2024 results Pre-Market on Feb 26, 2025
お知らせ • Dec 23+ 1 more updateICL Group Ltd Appoints Elad Aharonson as Chief Executive Officer, Effective March 13, 2025ICL announced its Board of Directors has approved the appointment of Elad Aharonson as ICL’s new chief executive officer, effective March 13, 2025. He will succeed Raviv Zoller who will work with Aharonson to ensure a smooth and orderly transition. Elad Aharonson has been an integral part of ICL for nearly four years, serving as president of ICL’s Growing Solutions business since April of 2021. During his tenure, he led the development of ICL's specialty fertilizer solutions and the expansion of these product offerings into new territories, through both organic efforts and via acquisitions. His significant achievements demonstrate exceptional leadership and a deep commitment to ICL’s mission and values. Prior to joining ICL, Aharonson served at Elbit Systems Ltd. for approximately 16 years and held various senior management positions, including as executive vice president and general manager of the ISTAR Division. He also served as executive vice president and general manager of Elbit’s UAS Division. During his tenure with that company, Aharonson contributed to its unprecedented growth in both local and international markets.
お知らせ • Dec 13ICL Group Unveils Breakthrough in Flame Retardant TechnologyICL Group announced the launch of VeriQuel R100, an innovative, reactive phosphorus flame retardant (FR) designed for rigid polyurethane insulation products, such as those used for sheathing, in-wall and PIR roofing - the preferred choice for more than 70% of commercial roofs. ICL invested more than $2 million of R&D into this phosphorus-based product, which offers a more sustainable alternative to traditional additive flame retardants. VeriQuel R100 is a patented reactive product, which creates built-in flame retardancy, meaning it chemically bonds with the polymer matrix. This next generation technology not only ensures long-lasting performance and stability, it also eliminates the potential for the product to migrate. Additionally, it aligns with stricter global regulations on environmental safety. Importantly for customers, VeriQuel R 100 is fully compatible with current manufacturing processes, making it an easy transition for manufacturers looking to improve their product's sustainability and compliance without additional formulating costs. To date, four of the leading U.S. commercial roofing companies have launched products with VeriQuel R100., with another six companies in the U.S. and Europe currently in the product development phase. According to Grand View Research, the global rigid polyurethane foam market size was estimated to be $21 billion in 2023 and is expected to grow at a CAGR of 5.8% from 2024 to 2030. The construction industry drives primary demand for rigid polyurethane foam and, as energy efficiency has become more predominant, the market has observed an increase in demand, since rigid polyurethane insulation helps reduce energy consumption and overall infrastructure costs.
お知らせ • Dec 05+ 1 more updateICL Group Ltd Announces Departure of Raviv Zoller as Chief Executive OfficerICL announced that Mr. Raviv Zoller will be concluding his tenure as ICL's Chief Executive Officer due to personal reasons. The Board of Directors and Mr. Zoller are currently in discussions to finalize the details of the separation, and an official announcement regarding the transition plan and Mr. Zoller's successor will be made in due course.
Upcoming Dividend • Nov 27Upcoming dividend of US$0.053 per shareEligible shareholders must have bought the stock before 04 December 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Israeli dividend payers (6.2%). Higher than average of industry peers (2.4%).
Declared Dividend • Nov 13Third quarter dividend of US$0.053 announcedShareholders will receive a dividend of US$0.053. Ex-date: 4th December 2024 Payment date: 18th December 2024 Dividend yield will be 3.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (37% 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 4.1% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 12Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.088 (down from US$0.11 in 3Q 2023). Revenue: US$1.75b (down 5.9% from 3Q 2023). Net income: US$113.0m (down 18% from 3Q 2023). Profit margin: 6.4% (down from 7.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 11ICL Group Ltd Declares Third Quarter 2024 Dividend, Payable on December 18, 2024In connection with ICL Group Ltd’s third quarter 2024 results, the Board of Directors declared a dividend of 5.27 cents per share, or approximately $68 million, versus 5.31 cents per share, or approximately $68 million, in the third quarter of last year. The dividend will be payable on December 18, 2024, to shareholders of record as of December 4, 2024.
New Risk • Nov 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.0% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).
お知らせ • Oct 24ICL Group Ltd to Report Q3, 2024 Results on Nov 11, 2024ICL Group Ltd announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 15Second quarter 2024 earnings: Revenues in line with analyst expectationsSecond quarter 2024 results: Revenue: US$1.75b (down 7.1% from 2Q 2023). Net income: US$115.0m (down 29% from 2Q 2023). Profit margin: 6.6% (down from 8.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Asia are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 29ICL Group Ltd (TASE:ICL) acquired Custom Ag Formulators, Inc. for $60 million.ICL Group Ltd (TASE:ICL) acquired Custom Ag Formulators, Inc. for $60 million on July 29, 2024. ICL Group Ltd (TASE:ICL) completed the acquisition of Custom Ag Formulators, Inc. for $60 million on July 29, 2024.
お知らせ • Jul 24ICL Group Ltd to Report Q2, 2024 Results on Aug 14, 2024ICL Group Ltd announced that they will report Q2, 2024 results Pre-Market on Aug 14, 2024
お知らせ • Jun 05ICL Group Ltd, Annual General Meeting, Jul 17, 2024ICL Group Ltd, Annual General Meeting, Jul 17, 2024. Location: millennium tower tlv, Israel
お知らせ • Jun 02ICL Group Ltd Announces Not Standing for Reelection of Dafna Gruber as Additional External DirectorICL Group Ltd. announced that at its AGM to be held on July 17, 2024, Dafna Gruber, 58, (director since January 2022) the additional external director is not standing for reelection at the AGM.
Upcoming Dividend • May 30Upcoming dividend of US$0.046 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 5.9%. Lower than top quartile of Israeli dividend payers (7.1%). Higher than average of industry peers (4.8%).
Major Estimate Revision • May 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.318 to US$0.357. Revenue forecast steady at US$6.96b. Net income forecast to grow 2.9% next year vs 34% growth forecast for Chemicals industry in Israel. Consensus price target of ₪20.32 unchanged from last update. Share price was steady at ₪17.79 over the past week.
Declared Dividend • May 12First quarter dividend of US$0.046 announcedShareholders will receive a dividend of US$0.046. Ex-date: 6th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.7%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (49% 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 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 11First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$0.085 (down from US$0.22 in 1Q 2023). Revenue: US$1.74b (down 18% from 1Q 2023). Net income: US$109.0m (down 61% from 1Q 2023). Profit margin: 6.3% (down from 13% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 10ICL Group Ltd Declares Cash Dividend, Payable on June 20, 2024ICL Group Ltd. announced that on May 8, 2024, the Company's Board of Directors resolved to declare a cash dividend in the amount of $0.04574 per share, or about $59 million. The dividend will be paid only to registered shareholders entitled to receive $2 or more. The record date is June 6, 2024, and the payment date is June 20, 2024.
お知らせ • Apr 16ICL Group Ltd to Report Q1, 2024 Results on May 09, 2024ICL Group Ltd announced that they will report Q1, 2024 results Pre-Market on May 09, 2024
Upcoming Dividend • Mar 07Upcoming dividend of US$0.048 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Israeli dividend payers (6.9%). In line with average of industry peers (4.7%).
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.15b to US$6.97b. EPS estimate also fell from US$0.453 per share to US$0.36 per share. Net income forecast to shrink 28% next year vs 39% growth forecast for Chemicals industry in Israel . Consensus price target up from ₪19.54 to ₪20.18. Share price rose 2.7% to ₪18.92 over the past week.
Declared Dividend • Mar 03Fourth quarter dividend of US$0.048 announcedShareholders will receive a dividend of US$0.048. Ex-date: 14th March 2024 Payment date: 26th March 2024 Dividend yield will be 4.8%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% 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 decline by 5.3% over the next 2 years. However, it would need to fall by 39% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Mar 02Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ₪18.89. The fair value is estimated to be ₪15.68, however this is not to be taken as a sell 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 40%. Revenue is forecast to decline by 1.2% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.
Reported Earnings • Feb 29Full year 2023 earnings: Revenues exceed analyst expectationsFull year 2023 results: Revenue: US$7.54b (down 25% from FY 2022). Net income: US$647.0m (down 70% from FY 2022). Profit margin: 8.6% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Revenue is forecast to stay flat during the next 2 years compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 28+ 1 more updateICL Group Ltd (TASE:ICL) acquired Nitro 1000 for $30 million.ICL Group Ltd (TASE:ICL) acquired Nitro 1000 for $30 million in the beginning of 2024.ICL Group Ltd (TASE:ICL) completed the acquisition of Nitro 1000 in the beginning of 2024.
Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Shalom Shlomo was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 30ICL Group Ltd to Report Q4, 2023 Results on Feb 28, 2024ICL Group Ltd announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024
お知らせ • Dec 15ICL Group Ltd Announces Appointment of Mr. Shalom Shlomo to Board of Directors, Effective as of January 1, 2024ICL Group Ltd. announced that Board of Directors has appointed Mr. Shalom Shlomo to the Board of Directors, effective as of January 1, 2024, to serve until the next annual general meeting of shareholders of the Company. Mr. Shlomo has over twenty years of experience in various leading positions in the public and private sectors. As of December 14, 2023, Mr. Shlomo serves as the chairman of the Haim Avshalom Institute, since May 2023, and as a director of Ashdod Refinery Ltd., an Israeli public company, since August 2023. As part of his positions in the private sector, Mr. Shlomo provided consulting services to Israeli energy, infrastructure and telecommunications companies, among others. In addition, Mr. Shlomo served in various senior positions in the public sector, including as the Israeli Government Secretary from June 2021 until January 2023. Mr. Shlomo holds an LLB degree in law from the Israeli Academic Center for Law and Business.
Upcoming Dividend • Nov 28Upcoming dividend of US$0.053 per share at 18% yieldEligible shareholders must have bought the stock before 05 December 2023. Payment date: 20 December 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 79%. Trailing yield: 18%. Within top quartile of Israeli dividend payers (8.1%). Higher than average of industry peers (15%).
Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$1.86b (down 26% from 3Q 2022). Net income: US$137.0m (down 78% from 3Q 2022). Profit margin: 7.4% (down from 25% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08ICL Group Ltd Declares Cash Dividend, Payable on December 20, 2023ICL Group Ltd. announced that on November 7, 2023, the Company's Board of Directors resolved to declare a cash dividend in the amount of $0.05310 per share or about $68 million. The record date is December 5, 2023 and the payment date is December 20, 2023.
New Risk • Oct 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 25% 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 25% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (105% cash payout ratio).
Buying Opportunity • Aug 23Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₪28.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 81%. Revenue is forecast to decline by 8.1% in 2 years. Earnings is forecast to decline by 48% in the next 2 years.