View ValuationNeste Oyj 将来の成長Future 基準チェック /36Neste Oyj利益と収益がそれぞれ年間10.9%と7.9%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13.1% 10.9%なると予測されています。主要情報10.9%収益成長率10.85%EPS成長率Oil and Gas 収益成長6.4%収益成長率7.9%将来の株主資本利益率13.06%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €27.53, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.93 per share.Buy Or Sell Opportunity • May 04Now 31% undervaluedOver the last 90 days, the stock has risen 17% to €22.86. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.69 (vs €0.052 loss in 1Q 2025)First quarter 2026 results: EPS: €0.69 (up from €0.052 loss in 1Q 2025). Revenue: €5.17b (up 3.1% from 1Q 2025). Net income: €533.0m (up €573.0m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (32% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future.Buy Or Sell Opportunity • Apr 16Now 28% undervaluedOver the last 90 days, the stock has risen 5.7% to €21.49. The fair value is estimated to be €29.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 49% to €28.86. The fair value is estimated to be €36.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 07 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (4.3%).Buy Or Sell Opportunity • Mar 05Now 29% undervaluedOver the last 90 days, the stock has risen 7.3% to €19.10. The fair value is estimated to be €26.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.お知らせ • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.Declared Dividend • Feb 07Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 1.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (107% earnings payout ratio). However, it is well covered by cash flows (19% 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 19% to bring the payout ratio under control. EPS is expected to grow by 120% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.Reported Earnings • Feb 06Full year 2025 earnings released: EPS: €0.19 (vs €0.12 loss in FY 2024)Full year 2025 results: EPS: €0.19 (up from €0.12 loss in FY 2024). Revenue: €19.0b (down 7.8% from FY 2024). Net income: €144.0m (up €239.0m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).New Risk • Oct 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change).Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: €0.14 (vs €0.03 in 3Q 2024)Third quarter 2025 results: EPS: €0.14 (up from €0.03 in 3Q 2024). Revenue: €4.53b (down 19% from 3Q 2024). Net income: €106.0m (up 361% from 3Q 2024). Profit margin: 2.3% (up from 0.4% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.お知らせ • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.Buy Or Sell Opportunity • Oct 17Now 21% undervaluedOver the last 90 days, the stock has risen 24% to €16.45. The fair value is estimated to be €20.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.Buy Or Sell Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock has risen 43% to €14.44. The fair value is estimated to be €18.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jul 30Now 26% undervaluedOver the last 90 days, the stock has risen 52% to €13.99. The fair value is estimated to be €18.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Jul 25Second quarter 2025 earnings released: €0.05 loss per share (vs €0.19 loss in 2Q 2024)Second quarter 2025 results: €0.05 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €4.51b (down 2.8% from 2Q 2024). Net loss: €36.0m (loss narrowed 75% from 2Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.お知らせ • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.Buy Or Sell Opportunity • May 29Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to €7.86. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €9.23. The fair value is estimated to be €11.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 29First quarter 2025 earnings released: €0.052 loss per share (vs €0.21 profit in 1Q 2024)First quarter 2025 results: €0.052 loss per share (down from €0.21 profit in 1Q 2024). Revenue: €5.02b (up 4.5% from 1Q 2024). Net loss: €40.0m (down 125% from profit in 1Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.お知らせ • Nov 09Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V.Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V. on November 8, 2023. After this transaction Neste Oyj (HLSE:NESTE) Holds 80% stake in Neste Demeter B.V. Neste has also agreed to acquire the remaining shares of Neste Demeter B.V. over the next few years as agreed with the minority shareholders. Neste Oyj (HLSE:NESTE) completed the acquisition of additional 29% stake in Neste Demeter B.V. on November 8, 2023.業績と収益の成長予測BIT:1NESTE - 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12/31/202823,9401,6491,9002,5551212/31/202723,8321,6321,7062,3931312/31/202621,3321,9961,5312,607113/31/202619,1627171,5852,446N/A12/31/202519,0161448251,747N/A9/30/202519,630-1055921,577N/A6/30/202520,720-1894041,697N/A3/31/202520,850-297-2911,237N/A12/31/202420,634-95-3981,154N/A9/30/202421,371440-675974N/A6/30/202421,720956401,447N/A3/31/202422,4291,3585111,858N/A12/31/202322,9261,4338492,279N/A9/30/202323,1841,5478922,330N/A6/30/202323,7941,1453142,376N/A3/31/202325,4821,4873132,213N/A12/31/202225,7071,888-5241,197N/A9/30/202224,1121,8301321,658N/A6/30/202221,5552,2011931,196N/A3/31/202217,5392,0344991,508N/A12/31/202115,1481,7711,0171,994N/A9/30/202111,8151,3201,1542,099N/A6/30/202110,6701,1591,4232,216N/A3/31/202110,2198869841,711N/A12/31/202010,3577121,2952,057N/A9/30/202011,2981,6409581,746N/A6/30/202012,3781,5615581,307N/A3/31/202013,8631,6958541,549N/A12/31/201914,3621,788N/A1,456N/A9/30/201913,995981N/A988N/A6/30/201913,918883N/A1,178N/A3/31/201913,606722N/A1,229N/A12/31/201813,466775N/A1,452N/A9/30/201813,410894N/A1,369N/A6/30/201812,755992N/A1,511N/A3/31/201812,2901,058N/A1,373N/A12/31/201711,732911N/A1,094N/A9/30/201710,720927N/A1,044N/A6/30/201710,525912N/A860N/A3/31/201710,173926N/A1,120N/A12/31/20169,408939N/A1,193N/A9/30/20168,966886N/A1,178N/A6/30/20168,956762N/A1,294N/A3/31/20168,632591N/A1,045N/A12/31/20159,070558N/A743N/A9/30/20159,982328N/A715N/A6/30/201510,804215N/A249N/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: 1NESTEの予測収益成長率 (年間10.9% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1NESTEの収益 ( 10.9% ) はItalian市場 ( 11.1% ) よりも速いペースで成長すると予測されています。高成長収益: 1NESTE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: 1NESTEの収益 ( 7.9% ) Italian市場 ( 5.8% ) 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: 1NESTEの収益 ( 7.9% ) 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: 1NESTE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 ( 13.1 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 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 10:24終値2026/05/22 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Neste Oyj 15 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。34 アナリスト機関Alejandro VigilBanco SantanderNaisheng CuiBarclaysHenry TarrBerenberg31 その他のアナリストを表示
お知らせ • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €27.53, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.93 per share.
Buy Or Sell Opportunity • May 04Now 31% undervaluedOver the last 90 days, the stock has risen 17% to €22.86. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.69 (vs €0.052 loss in 1Q 2025)First quarter 2026 results: EPS: €0.69 (up from €0.052 loss in 1Q 2025). Revenue: €5.17b (up 3.1% from 1Q 2025). Net income: €533.0m (up €573.0m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (32% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future.
Buy Or Sell Opportunity • Apr 16Now 28% undervaluedOver the last 90 days, the stock has risen 5.7% to €21.49. The fair value is estimated to be €29.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.
Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 49% to €28.86. The fair value is estimated to be €36.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 07 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (4.3%).
Buy Or Sell Opportunity • Mar 05Now 29% undervaluedOver the last 90 days, the stock has risen 7.3% to €19.10. The fair value is estimated to be €26.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
お知らせ • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.
Declared Dividend • Feb 07Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 1.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (107% earnings payout ratio). However, it is well covered by cash flows (19% 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 19% to bring the payout ratio under control. EPS is expected to grow by 120% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.
Reported Earnings • Feb 06Full year 2025 earnings released: EPS: €0.19 (vs €0.12 loss in FY 2024)Full year 2025 results: EPS: €0.19 (up from €0.12 loss in FY 2024). Revenue: €19.0b (down 7.8% from FY 2024). Net income: €144.0m (up €239.0m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).
New Risk • Oct 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change).
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: €0.14 (vs €0.03 in 3Q 2024)Third quarter 2025 results: EPS: €0.14 (up from €0.03 in 3Q 2024). Revenue: €4.53b (down 19% from 3Q 2024). Net income: €106.0m (up 361% from 3Q 2024). Profit margin: 2.3% (up from 0.4% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.
Buy Or Sell Opportunity • Oct 17Now 21% undervaluedOver the last 90 days, the stock has risen 24% to €16.45. The fair value is estimated to be €20.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.
Buy Or Sell Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock has risen 43% to €14.44. The fair value is estimated to be €18.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jul 30Now 26% undervaluedOver the last 90 days, the stock has risen 52% to €13.99. The fair value is estimated to be €18.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Jul 25Second quarter 2025 earnings released: €0.05 loss per share (vs €0.19 loss in 2Q 2024)Second quarter 2025 results: €0.05 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €4.51b (down 2.8% from 2Q 2024). Net loss: €36.0m (loss narrowed 75% from 2Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.
Buy Or Sell Opportunity • May 29Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to €7.86. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €9.23. The fair value is estimated to be €11.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 29First quarter 2025 earnings released: €0.052 loss per share (vs €0.21 profit in 1Q 2024)First quarter 2025 results: €0.052 loss per share (down from €0.21 profit in 1Q 2024). Revenue: €5.02b (up 4.5% from 1Q 2024). Net loss: €40.0m (down 125% from profit in 1Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 09Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V.Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V. on November 8, 2023. After this transaction Neste Oyj (HLSE:NESTE) Holds 80% stake in Neste Demeter B.V. Neste has also agreed to acquire the remaining shares of Neste Demeter B.V. over the next few years as agreed with the minority shareholders. Neste Oyj (HLSE:NESTE) completed the acquisition of additional 29% stake in Neste Demeter B.V. on November 8, 2023.