Gestamp Automoción（GEST N）株式概要Gestamp Automoción, S.A.は、西ヨーロッパ、東ヨーロッパ、メルコスール、北米、アジアの自動車産業向け金属部品の設計、開発、製造に従事している。 詳細GEST N ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より64.5%で取引されている 収益は年間16.33%増加すると予測されています 過去1年間で収益は9.1%増加しました リスク分析株式の流動性は非常に低い 不安定な配当実績 すべてのリスクチェックを見るGEST N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,440 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,440 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$64.68101.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-114m13b2016201920222025202620282031Revenue €12.8bEarnings €198.1mAdvancedSet Fair ValueView all narrativesGestamp Automoción, S.A. 競合他社CIE Automotive IndiaSymbol: BSE:532756Market cap: ₹176.2bAerospace Hi-Tech Holding GroupSymbol: SZSE:000901Market cap: CN¥14.3bNingbo Xusheng GroupSymbol: SHSE:603305Market cap: CN¥13.9bZhejiang EV-TechLtdSymbol: SZSE:301607Market cap: CN¥13.0b価格と性能株価の高値、安値、推移の概要Gestamp Automoción過去の株価現在の株価€64.6852週高値€68.3052週安値€64.68ベータ0.961ヶ月の変化0%3ヶ月変化n/a1年変化-5.85%3年間の変化-20.37%5年間の変化-36.44%IPOからの変化-49.95%最新ニュースお知らせ • Apr 30Gestamp Automoción, S.A. to Report Q1, 2026 Results on May 13, 2026Gestamp Automoción, S.A. announced that they will report Q1, 2026 results After-Market on May 13, 2026お知らせ • Apr 09Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026. Location: palacio euskalduna jauregia, avenida abandoibarra 4, bilbao., Spainお知らせ • Feb 12Gestamp Automoción, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Gestamp Automoción, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 26, 2026お知らせ • Dec 18Gestamp Automoción, S.A. announces Annual dividend, payable on January 14, 2026Gestamp Automoción, S.A. announced Annual dividend of EUR 0.0317 per share payable on January 14, 2026, ex-date on January 12, 2026 and record date on January 13, 2026.お知らせ • Oct 21Gestamp Automoción, S.A. to Report Nine Months, 2025 Results on Nov 04, 2025Gestamp Automoción, S.A. announced that they will report nine months, 2025 results on Nov 04, 2025お知らせ • Jul 14Gestamp Automoción, S.A. to Report First Half, 2025 Results on Jul 28, 2025Gestamp Automoción, S.A. announced that they will report first half, 2025 results on Jul 28, 2025最新情報をもっと見るRecent updatesお知らせ • Apr 30Gestamp Automoción, S.A. to Report Q1, 2026 Results on May 13, 2026Gestamp Automoción, S.A. announced that they will report Q1, 2026 results After-Market on May 13, 2026お知らせ • Apr 09Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026. Location: palacio euskalduna jauregia, avenida abandoibarra 4, bilbao., Spainお知らせ • Feb 12Gestamp Automoción, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Gestamp Automoción, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 26, 2026お知らせ • Dec 18Gestamp Automoción, S.A. announces Annual dividend, payable on January 14, 2026Gestamp Automoción, S.A. announced Annual dividend of EUR 0.0317 per share payable on January 14, 2026, ex-date on January 12, 2026 and record date on January 13, 2026.お知らせ • Oct 21Gestamp Automoción, S.A. to Report Nine Months, 2025 Results on Nov 04, 2025Gestamp Automoción, S.A. announced that they will report nine months, 2025 results on Nov 04, 2025お知らせ • Jul 14Gestamp Automoción, S.A. to Report First Half, 2025 Results on Jul 28, 2025Gestamp Automoción, S.A. announced that they will report first half, 2025 results on Jul 28, 2025Upcoming Dividend • Jun 23Upcoming dividend of €0.041 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Mexican dividend payers (6.1%). Higher than average of industry peers (2.6%).お知らせ • Apr 25Gestamp Automoción, S.A. to Report Q1, 2025 Results on May 08, 2025Gestamp Automoción, S.A. announced that they will report Q1, 2025 results After-Market on May 08, 2025お知らせ • Apr 03Gestamp Automoción, S.A., Annual General Meeting, May 08, 2025Gestamp Automoción, S.A., Annual General Meeting, May 08, 2025. Location: palacio euskalduna jauregia, avenida abandoibarra 4, bilbao., SpainBoard Change • Mar 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: €0.33 (vs €0.49 in FY 2023)Full year 2024 results: EPS: €0.33 (down from €0.49 in FY 2023). Revenue: €12.2b (down 1.3% from FY 2023). Net income: €188.5m (down 33% from FY 2023). Profit margin: 1.5% (down from 2.3% in FY 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Feb 14Gestamp Automoción, S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025Gestamp Automoción, S.A. announced that they will report fiscal year 2024 results After-Market on Feb 27, 2025Board Change • Jan 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 22Gestamp Automoción, S.A. to Report Nine Months, 2024 Results on Nov 05, 2024Gestamp Automoción, S.A. announced that they will report nine months, 2024 results on Nov 05, 2024お知らせ • Jul 16Gestamp Automoción, S.A. to Report First Half, 2024 Results on Jul 29, 2024Gestamp Automoción, S.A. announced that they will report first half, 2024 results on Jul 29, 2024Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 28Gestamp Automoción, S.A. to Report Q1, 2024 Results on May 09, 2024Gestamp Automoción, S.A. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Mar 23Gestamp Automoción, S.A., Annual General Meeting, May 09, 2024Gestamp Automoción, S.A., Annual General Meeting, May 09, 2024, at 12:30 Central European Standard Time. Agenda: To consider where appropriate, of the financial statements and management report for Gestamp Automoción, S.A. and the financial statements and management report for its consolidated group for the 2023 financial year, as well as the management of the Board of Directors over the 2023 financial year; to consider where appropriate, of the consolidated non-financial information for the 2023 financial year; to consider where appropriate, of the proposed allocation of individual profit of Gestamp Automoción, S.A. for the 2023 financial year; to consider Distribution of a supplementary dividend against unrestricted reserves; to consider Ratification and re-election of directors, as appropriate. Setting of the number of members of the Board of Directors; to consider re-election and appointment of auditors; and to consider other matters.お知らせ • Feb 14Gestamp Automoción, S.A. to Report Fiscal Year 2023 Results on Feb 27, 2024Gestamp Automoción, S.A. announced that they will report fiscal year 2023 results on Feb 27, 2024New Risk • Nov 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 63% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Oct 24Gestamp Automoción, S.A. to Report Nine Months, 2023 Results on Nov 07, 2023Gestamp Automoción, S.A. announced that they will report nine months, 2023 results on Nov 07, 2023お知らせ • Jul 12Gestamp Automoción, S.A. to Report Q2, 2023 Results on Jul 25, 2023Gestamp Automoción, S.A. announced that they will report Q2, 2023 results After-Market on Jul 25, 2023Reported Earnings • Mar 01Full year 2022 earnings releasedFull year 2022 results: Revenue: €10.8b (up 32% from FY 2021). Net income: €260.0m (up 67% from FY 2021). Profit margin: 2.4% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Auto Components industry in South America.Upcoming Dividend • Jan 03Upcoming dividend of €0.049 per shareEligible shareholders must have bought the stock before 10 January 2023. Payment date: 12 January 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.4%). In line with average of industry peers (2.5%).Reported Earnings • Nov 08Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.12. Revenue: €2.87b (up 57% from 3Q 2021). Net income: €65.9m (up 266% from 3Q 2021). Profit margin: 2.3% (up from 1.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Auto Components industry in South America. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 27Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €2.64b (up 34% from 2Q 2021). Net income: €72.3m (up 126% from 2Q 2021). Profit margin: 2.7% (up from 1.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 8.4% growth forecast for the industry in Mexico.Upcoming Dividend • Jun 24Upcoming dividend of €0.035 per shareEligible shareholders must have bought the stock before 01 July 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (10%).Reported Earnings • May 11First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €2.29b (up 7.7% from 1Q 2021). Net income: €44.8m (down 12% from 1Q 2021). Profit margin: 2.0% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 6.6% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$76.99, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Auto Components industry in South America. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$51.12 per share.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.27 (up from €0.26 loss in FY 2020). Revenue: €8.28b (up 9.8% from FY 2020). Net income: €155.4m (up €306.4m from FY 2020). Profit margin: 1.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 16%, compared to a 6.6% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jan 04Inaugural dividend of €0.031 per shareEligible shareholders must have bought the stock before 10 January 2022. Payment date: 12 January 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 2.9%.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS €0.031The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.83b (down 11% from 3Q 2020). Net income: €18.0m (down 37% from 3Q 2020). Profit margin: 1.0% (down from 1.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 28Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €2.00b (up 89% from 2Q 2020). Net income: €31.9m (up €244.4m from 2Q 2020). Profit margin: 1.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the Auto Components industry in Mexico.Reported Earnings • Feb 27Full year 2020 earnings released: €0.26 loss per share (vs €0.37 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €7.59b (down 18% from FY 2019). Net loss: €151.1m (down 171% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.株主還元GEST NMX Auto ComponentsMX 市場7D0%-1.9%-1.0%1Y-5.9%-11.3%14.6%株主還元を見る業界別リターン: GEST N過去 1 年間で-11.3 % の収益を上げたMX Auto Components業界を上回りました。リターン対市場: GEST Nは、過去 1 年間で14.6 % のリターンを上げたMX市場を下回りました。価格変動Is GEST N's price volatile compared to industry and market?GEST N volatilityGEST N Average Weekly Movementn/aAuto Components Industry Average Movement3.5%Market Average Movement3.6%10% most volatile stocks in MX Market6.3%10% least volatile stocks in MX Market2.3%安定した株価: GEST Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のGEST Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト199739,803n/awww.gestamp.comGestamp Automoción, S.A.は、西ヨーロッパ、東ヨーロッパ、メルコスール、北米、アジアの自動車産業向け金属部品の設計、開発、製造に従事している。ボンネット、ルーフ、ドア、マッドガードなどのボディ・イン・ホワイト製品、大型部品、アッセンブリー部品、その他、自動車の外皮を作るための表面部品やアッセンブリー部品、フロア、ピラー、レール、ホイールアーチなどの構造部品や衝突関連部品を提供している。また、自動車のボディ下部を構成するシャシー部品機構も提供しており、フロントおよびリアアクスルやカップリング、コントロールアーム、統合カップリングなどのシステム、フレーム、関連部品、ヒンジ、ドアチェック、電気システム、動力システムなどを含む。さらに、同社はホットスタンピング、コールドスタンピング、ハイドロフォーミング、工具のトライアウトの分野で油圧プレスと金型を提供している。さらに、新技術の研究開発にも携わっている。同社は自動車メーカーにサービスを提供している。1997年に設立され、スペインのマドリードに本社を置く。Gestamp Automoción, S.A.はGestamp 2020, S.L.の子会社である。もっと見るGestamp Automoción, S.A. 基礎のまとめGestamp Automoción の収益と売上を時価総額と比較するとどうか。GEST N 基礎統計学時価総額Mex$32.53b収益（TTM）Mex$3.49b売上高(TTM)Mex$225.79b9.4xPER（株価収益率0.1xP/SレシオGEST N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GEST N 損益計算書（TTM）収益€11.30b売上原価€6.94b売上総利益€4.36bその他の費用€4.18b収益€174.81m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.31グロス・マージン38.57%純利益率1.55%有利子負債／自己資本比率0%GEST N の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.1%現在の配当利回り36%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 02:30終値2026/04/23 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Gestamp Automoción, S.A. 12 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Robert JacksonBanco SantanderErwann DagorneBarclaysEnrique Yáguez AvilésBestinver Sociedad De Valores, S.A13 その他のアナリストを表示
お知らせ • Apr 30Gestamp Automoción, S.A. to Report Q1, 2026 Results on May 13, 2026Gestamp Automoción, S.A. announced that they will report Q1, 2026 results After-Market on May 13, 2026
お知らせ • Apr 09Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026. Location: palacio euskalduna jauregia, avenida abandoibarra 4, bilbao., Spain
お知らせ • Feb 12Gestamp Automoción, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Gestamp Automoción, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 26, 2026
お知らせ • Dec 18Gestamp Automoción, S.A. announces Annual dividend, payable on January 14, 2026Gestamp Automoción, S.A. announced Annual dividend of EUR 0.0317 per share payable on January 14, 2026, ex-date on January 12, 2026 and record date on January 13, 2026.
お知らせ • Oct 21Gestamp Automoción, S.A. to Report Nine Months, 2025 Results on Nov 04, 2025Gestamp Automoción, S.A. announced that they will report nine months, 2025 results on Nov 04, 2025
お知らせ • Jul 14Gestamp Automoción, S.A. to Report First Half, 2025 Results on Jul 28, 2025Gestamp Automoción, S.A. announced that they will report first half, 2025 results on Jul 28, 2025
お知らせ • Apr 30Gestamp Automoción, S.A. to Report Q1, 2026 Results on May 13, 2026Gestamp Automoción, S.A. announced that they will report Q1, 2026 results After-Market on May 13, 2026
お知らせ • Apr 09Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026Gestamp Automoción, S.A., Annual General Meeting, May 13, 2026. Location: palacio euskalduna jauregia, avenida abandoibarra 4, bilbao., Spain
お知らせ • Feb 12Gestamp Automoción, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Gestamp Automoción, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 26, 2026
お知らせ • Dec 18Gestamp Automoción, S.A. announces Annual dividend, payable on January 14, 2026Gestamp Automoción, S.A. announced Annual dividend of EUR 0.0317 per share payable on January 14, 2026, ex-date on January 12, 2026 and record date on January 13, 2026.
お知らせ • Oct 21Gestamp Automoción, S.A. to Report Nine Months, 2025 Results on Nov 04, 2025Gestamp Automoción, S.A. announced that they will report nine months, 2025 results on Nov 04, 2025
お知らせ • Jul 14Gestamp Automoción, S.A. to Report First Half, 2025 Results on Jul 28, 2025Gestamp Automoción, S.A. announced that they will report first half, 2025 results on Jul 28, 2025
Upcoming Dividend • Jun 23Upcoming dividend of €0.041 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Mexican dividend payers (6.1%). Higher than average of industry peers (2.6%).
お知らせ • Apr 25Gestamp Automoción, S.A. to Report Q1, 2025 Results on May 08, 2025Gestamp Automoción, S.A. announced that they will report Q1, 2025 results After-Market on May 08, 2025
お知らせ • Apr 03Gestamp Automoción, S.A., Annual General Meeting, May 08, 2025Gestamp Automoción, S.A., Annual General Meeting, May 08, 2025. Location: palacio euskalduna jauregia, avenida abandoibarra 4, bilbao., Spain
Board Change • Mar 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: €0.33 (vs €0.49 in FY 2023)Full year 2024 results: EPS: €0.33 (down from €0.49 in FY 2023). Revenue: €12.2b (down 1.3% from FY 2023). Net income: €188.5m (down 33% from FY 2023). Profit margin: 1.5% (down from 2.3% in FY 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14Gestamp Automoción, S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025Gestamp Automoción, S.A. announced that they will report fiscal year 2024 results After-Market on Feb 27, 2025
Board Change • Jan 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 22Gestamp Automoción, S.A. to Report Nine Months, 2024 Results on Nov 05, 2024Gestamp Automoción, S.A. announced that they will report nine months, 2024 results on Nov 05, 2024
お知らせ • Jul 16Gestamp Automoción, S.A. to Report First Half, 2024 Results on Jul 29, 2024Gestamp Automoción, S.A. announced that they will report first half, 2024 results on Jul 29, 2024
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Proprietary Director Makoto Takasugi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 28Gestamp Automoción, S.A. to Report Q1, 2024 Results on May 09, 2024Gestamp Automoción, S.A. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Mar 23Gestamp Automoción, S.A., Annual General Meeting, May 09, 2024Gestamp Automoción, S.A., Annual General Meeting, May 09, 2024, at 12:30 Central European Standard Time. Agenda: To consider where appropriate, of the financial statements and management report for Gestamp Automoción, S.A. and the financial statements and management report for its consolidated group for the 2023 financial year, as well as the management of the Board of Directors over the 2023 financial year; to consider where appropriate, of the consolidated non-financial information for the 2023 financial year; to consider where appropriate, of the proposed allocation of individual profit of Gestamp Automoción, S.A. for the 2023 financial year; to consider Distribution of a supplementary dividend against unrestricted reserves; to consider Ratification and re-election of directors, as appropriate. Setting of the number of members of the Board of Directors; to consider re-election and appointment of auditors; and to consider other matters.
お知らせ • Feb 14Gestamp Automoción, S.A. to Report Fiscal Year 2023 Results on Feb 27, 2024Gestamp Automoción, S.A. announced that they will report fiscal year 2023 results on Feb 27, 2024
New Risk • Nov 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 63% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Oct 24Gestamp Automoción, S.A. to Report Nine Months, 2023 Results on Nov 07, 2023Gestamp Automoción, S.A. announced that they will report nine months, 2023 results on Nov 07, 2023
お知らせ • Jul 12Gestamp Automoción, S.A. to Report Q2, 2023 Results on Jul 25, 2023Gestamp Automoción, S.A. announced that they will report Q2, 2023 results After-Market on Jul 25, 2023
Reported Earnings • Mar 01Full year 2022 earnings releasedFull year 2022 results: Revenue: €10.8b (up 32% from FY 2021). Net income: €260.0m (up 67% from FY 2021). Profit margin: 2.4% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Auto Components industry in South America.
Upcoming Dividend • Jan 03Upcoming dividend of €0.049 per shareEligible shareholders must have bought the stock before 10 January 2023. Payment date: 12 January 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.4%). In line with average of industry peers (2.5%).
Reported Earnings • Nov 08Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.12. Revenue: €2.87b (up 57% from 3Q 2021). Net income: €65.9m (up 266% from 3Q 2021). Profit margin: 2.3% (up from 1.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Auto Components industry in South America. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 27Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €2.64b (up 34% from 2Q 2021). Net income: €72.3m (up 126% from 2Q 2021). Profit margin: 2.7% (up from 1.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 8.4% growth forecast for the industry in Mexico.
Upcoming Dividend • Jun 24Upcoming dividend of €0.035 per shareEligible shareholders must have bought the stock before 01 July 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (10%).
Reported Earnings • May 11First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €2.29b (up 7.7% from 1Q 2021). Net income: €44.8m (down 12% from 1Q 2021). Profit margin: 2.0% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 6.6% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$76.99, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Auto Components industry in South America. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$51.12 per share.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.27 (up from €0.26 loss in FY 2020). Revenue: €8.28b (up 9.8% from FY 2020). Net income: €155.4m (up €306.4m from FY 2020). Profit margin: 1.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 16%, compared to a 6.6% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jan 04Inaugural dividend of €0.031 per shareEligible shareholders must have bought the stock before 10 January 2022. Payment date: 12 January 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 2.9%.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS €0.031The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.83b (down 11% from 3Q 2020). Net income: €18.0m (down 37% from 3Q 2020). Profit margin: 1.0% (down from 1.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 28Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €2.00b (up 89% from 2Q 2020). Net income: €31.9m (up €244.4m from 2Q 2020). Profit margin: 1.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the Auto Components industry in Mexico.
Reported Earnings • Feb 27Full year 2020 earnings released: €0.26 loss per share (vs €0.37 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €7.59b (down 18% from FY 2019). Net loss: €151.1m (down 171% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
