Sika（SIKA N）株式概要特殊化学品会社であるシーカAGは、建築分野および自動車産業における接着、シーリング、制振、補強、保護用のシステムおよび製品を開発、製造、販売している。 詳細SIKA 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1/6過去の実績2/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より22.1%で取引されている 収益は年間8.92%増加すると予測されています リスク分析株式の流動性は非常に低い 多額の負債を抱えている すべてのリスクチェックを見るSIKA N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$3.32k66.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture013b2016201920222025202620282031Revenue CHF 13.5bEarnings CHF 1.3bAdvancedSet Fair ValueView all narrativesFeatured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.4% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.5kusers have viewed this narrative40users have liked this narrative1users have commented on this narrative283users have followed this narrativeRead narrativeSika AG 競合他社CEMEX. deSymbol: BMV:CEMEX CPOMarket cap: Mex$338.9bIndustrias Peñoles. deSymbol: BMV:PE&OLES *Market cap: Mex$390.4bGrupo México. deSymbol: BMV:GMEXICO BMarket cap: Mex$1.6tGivaudanSymbol: SWX:GIVNMarket cap: CHF 25.6b価格と性能株価の高値、安値、推移の概要Sika過去の株価現在の株価CHF 3,324.7252週高値CHF 5,116.7152週安値CHF 3,324.72ベータ1.161ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化-42.54%IPOからの変化12.16%最新ニュースお知らせ • Apr 14Sika AG Reiterates Earnings Guidance for the Year 2026Sika AG reiterated earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies;in line with the company target of outperforming the market by 3% to 6% in local currencies including bolt-on acquisitions.お知らせ • Mar 25Sika AG Approves Board and Committee AppointmentsSika AG at its Annual General Meeting held on March 24, 2026, Barbara Frei and Lukas Gähwiler were newly elected to the Board of Directors for a one-year term of office. The shareholders elected Lukas Gähwiler as member of the Nomination and Compensation Committee for a one-year term of office.お知らせ • Feb 25Sika AG, Annual General Meeting, Mar 24, 2026Sika AG, Annual General Meeting, Mar 24, 2026, at 04:00 W. Europe Standard Time. Location: zurich convention center, zurich Switzerlandお知らせ • Feb 24Paul Schuler Will Not Stand for Re-Election to the Board of Directors of Sika AGSika AG announced that at the AGM to be held on March 24, 2026, Paul Schuler is not stand for re-election as members of the Board of Directors.お知らせ • Feb 21Sika AG announces Annual dividend, payable on March 30, 2026Sika AG announced Annual dividend of CHF 1.8500 per share payable on March 30, 2026, ex-date on March 26, 2026 and record date on March 27, 2026.お知らせ • Feb 20Sika AG Provides Earnings Guidance for the Year 2026Sika AG provided earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies; in line with company ambition to outperform the market by 3% to 6% in local currencies including bolt-on acquisitions.最新情報をもっと見るRecent updatesお知らせ • Apr 14Sika AG Reiterates Earnings Guidance for the Year 2026Sika AG reiterated earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies;in line with the company target of outperforming the market by 3% to 6% in local currencies including bolt-on acquisitions.お知らせ • Mar 25Sika AG Approves Board and Committee AppointmentsSika AG at its Annual General Meeting held on March 24, 2026, Barbara Frei and Lukas Gähwiler were newly elected to the Board of Directors for a one-year term of office. The shareholders elected Lukas Gähwiler as member of the Nomination and Compensation Committee for a one-year term of office.お知らせ • Feb 25Sika AG, Annual General Meeting, Mar 24, 2026Sika AG, Annual General Meeting, Mar 24, 2026, at 04:00 W. Europe Standard Time. Location: zurich convention center, zurich Switzerlandお知らせ • Feb 24Paul Schuler Will Not Stand for Re-Election to the Board of Directors of Sika AGSika AG announced that at the AGM to be held on March 24, 2026, Paul Schuler is not stand for re-election as members of the Board of Directors.お知らせ • Feb 21Sika AG announces Annual dividend, payable on March 30, 2026Sika AG announced Annual dividend of CHF 1.8500 per share payable on March 30, 2026, ex-date on March 26, 2026 and record date on March 27, 2026.お知らせ • Feb 20Sika AG Provides Earnings Guidance for the Year 2026Sika AG provided earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies; in line with company ambition to outperform the market by 3% to 6% in local currencies including bolt-on acquisitions.お知らせ • Feb 14Sika AG (SWX:SIKA) agreed to acquire Akkim Yapi Kimyasallari Sanayi Ve Ticaret Anonim Sirketi from a family.Sika AG (SWX:SIKA) agreed to acquire Akkim Yapi Kimyasallari Sanayi Ve Ticaret Anonim Sirketi from a family on February 13, 2026. Akkim Yapi Kimyasallari Sanayi Ve Ticaret Anonim Sirketi generated net sales of approximately CHF 220 million in 2025. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is July 1, 2026 to September 30, 2026.お知らせ • Dec 16Sika AG (SWX:SIKA) agreed to acquire Finja Bemix AB from Andersson family.Sika AG (SWX:SIKA) agreed to acquire Finja Bemix AB from Andersson family on December 15, 2025. For the period ending December 31, 2024, Finja Bemix AB reported total revenue of CHF 60 million. The transaction is subject to regulatory approvals. Closing of the acquisition is expected in the first quarter of 2026.お知らせ • Oct 24+ 1 more updateSika AG to Report Nine Months, 2026 Results on Oct 23, 2026Sika AG announced that they will report nine months, 2026 results on Oct 23, 2026お知らせ • Oct 21Sika Announces Introduction of the Sika Carbon CompassSika is advancing its sustainability strategy with the introduction of the Sika®? Carbon Compass - an automated platform for calculating Product Carbon Footprints (PCF). The calculation methodology has been independently verified by TUV Rheinland, Germany, and is in line with internationally recognized standards. With this certified approach, Sika provides reliable, carbon emissions data, allowing its customers to make informed, climate-conscious decisions. Sika customers benefit from gaining access to reliable carbon data for smarter decisions and efficient planning. Automated PCF insights simplify reporting and boost competitiveness in tenders, enhancing credibility across sustainable value chains. In addition, the Sika®? CarbonComp empowers customers to meet current standards and lead the way in future sustainability frameworks, such as the Ecodesign for Sustainable Products Regulation (ESPR) and the Construction Product Regulation (CPR). The Sika®? Carbon Compass reflects the company's long-term sustainability commitment and is another key element of the Sika Strategy 2028. By integrating carbon intelligence into every product decision, the platform supports measurable climate progress that benefits customers and the planet alike.お知らせ • Oct 02Sika AG (SWX:SIKA) acquired Marlon Tørmørtel A/S.Sika AG (SWX:SIKA) acquired Marlon Tørmørtel A/S on October 1, 2025. The acquisition creates a growth platform for Sika in the Nordics, providing exciting opportunities for further market expansion and cross-selling with Sika’s complementary solutions. Sika AG (SWX:SIKA) completed the acquisition of Marlon Tørmørtel A/S on October 1, 2025.お知らせ • Jul 29Sika AG to Report First Half, 2026 Results on Jul 28, 2026Sika AG announced that they will report first half, 2026 results on Jul 28, 2026Declared Dividend • Mar 14Dividend of CHF3.60 announcedShareholders will receive a dividend of CHF3.60. Ex-date: 27th March 2025 Payment date: 31st March 2025 Dividend yield will be 0.07%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 05Sika AG (SWX:SIKA) acquired Cromar Building Products Ltd.Sika AG (SWX:SIKA) acquired Cromar Building Products Ltd. on March 3, 2025. The acquisition of Cromar will strengthen Sika’s presence and enhance its product portfolio in the roofing distribution channel. Andy Haigh, Will Holmes, Will Sykes, Luke Harrower, Emma Oakley and Alex Gut of Translink Corporate Finance in the United Kingdom and Switzerland, acted as financial advisor to Cromar Building Products. Jonathan Simms, Nicola Cooper, and Jonathan Schneider of Clarion Solicitors provided legal advice to the shareholders of Sika and a team from PwC’s Leeds office consisting of Will Oxley, Ben Ferguson, Peter Newbery, and Jonny Bruce carried out financial due diligence on behalf of Sika. Jonathan White, Perdi Edge-Partington and Ed Hitchen of DAC Beachcroft provided legal advice to Sika. Sika AG (SWX:SIKA) completed the acquisition of Cromar Building Products Ltd. on March 3, 2025.お知らせ • Mar 04Sika AG (SWX:SIKA) acquired an unknown majority stake in HPS North America, Inc.Sika AG (SWX:SIKA) acquired an unknown majority stake in HPS North America, Inc. on March 4, 2025. Sika AG (SWX:SIKA) completed the acquisition of an unknown majority stake in HPS North America, Inc. on March 4, 2025.お知らせ • Feb 22Sika AG announces Annual dividend, payable on March 31, 2025Sika AG announced Annual dividend of CHF 1.8000 per share payable on March 31, 2025, ex-date on March 27, 2025 and record date on March 28, 2025.お知らせ • Feb 21Sika AG to Report Fiscal Year 2025 Results on Feb 20, 2026Sika AG announced that they will report fiscal year 2025 results on Feb 20, 2026お知らせ • Feb 04Sika AG (SWX:SIKA) acquired Elmich Pte Ltd.Sika AG (SWX:SIKA) acquired Elmich Pte Ltd. on February 3, 2025. Sika AG (SWX:SIKA) completed the acquisition of Elmich Pte Ltd. on February 3, 2025.お知らせ • Jan 09Sika AG to Report Fiscal Year 2024 Results on Feb 21, 2025Sika AG announced that they will report fiscal year 2024 results on Feb 21, 2025お知らせ • Nov 07Sika AG completed the acquisition of Chema.Sika AG agreed to acquire Chema on August 7, 2023. The transaction is subject to antitrust approval. As of year ended 2022, Chema reported revenue of CHF 50 million. As of February 10, 2024, INDECOPI has initiated the second phase of the evaluation of the merger between Sika and Chema. Allan Zoccolillo and Liliana Espinosa of Baker McKenzie acted as legal advisors to Sika AG. Sika AG completed the acquisition of Chema on November 6, 2024.お知らせ • Oct 26+ 1 more updateSika AG to Report Nine Months, 2025 Results on Oct 24, 2025Sika AG announced that they will report nine months, 2025 results on Oct 24, 2025お知らせ • Aug 02Sika AG (SWX:SIKA) acquired Vinaldom, S.A.S.Sika AG (SWX:SIKA) acquired Vinaldom, S.A.S on August 2, 2024. Sika AG (SWX:SIKA) completed the acquisition of Vinaldom, S.A.S on August 2, 2024.お知らせ • Jul 30+ 1 more updateSika AG to Report First Half, 2025 Results on Jul 29, 2025Sika AG announced that they will report first half, 2025 results on Jul 29, 2025お知らせ • Apr 05Sika AG, Annual General Meeting, Mar 25, 2025Sika AG, Annual General Meeting, Mar 25, 2025.お知らせ • Apr 04Sika AG (SWX:SIKA) acquired Kwik Bond Polymers, LLC.Sika AG (SWX:SIKA) acquired Kwik Bond Polymers, LLC on April 3, 2024. All the Kwik Bond Polymers, LLC employees will join Sika AG team.Sika AG (SWX:SIKA) completed the acquisition of Kwik Bond Polymers, LLC on April 3, 2024.お知らせ • Mar 27+ 1 more updateSika AG Approves Gross Dividend for the Year 2023Sika AG at its annual general meeting held on March 26, 2024, approved gross dividend of CHF 3.30 per share for the business year 2023.お知らせ • Feb 16+ 1 more updateSika AG Proposes Gross Dividend for the Year 2023Sika AG at the Annual General Meeting to be held on March 26, 2024, the Board of Directors will be proposing to shareholders that the gross dividend per share be increased from CHF 3.20 to CHF 3.30 (+3.1%). Half of the dividend is to be paid from the capital contribution reserves. In absolute figures, Sika has been increasing its dividend year on year for the past 12 consecutive years.お知らせ • Jan 10Sika AG to Report Fiscal Year 2023 Results on Feb 16, 2024Sika AG announced that they will report fiscal year 2023 results on Feb 16, 2024お知らせ • Nov 29Sika AG (SWX:SIKA) acquired 30% stake in Concria Oy.Sika AG (SWX:SIKA) acquired 30% stake in Concria Oy on November 28, 2023.Sika AG (SWX:SIKA) completed the acquisition of 30% stake in Concria Oy on November 28, 2023.お知らせ • Oct 20+ 1 more updateSika AG to Report Nine Months, 2024 Results on Oct 25, 2024Sika AG announced that they will report nine months, 2024 results on Oct 25, 2024お知らせ • Sep 15Sika AG Announces Board and Executive ChangesSika AG announces planned changes to the Board of Directors and the Group Management. The decisions have been made ahead of the presentation of the new growth strategy at the Capital Markets Day on October 3, 2023. Thierry F. J. Vanlancker will be proposed as new Chair of the Board of Directors at the next Annual General Meeting in 2024, as Paul Hälg has decided to step down from his position after twelve successful years to make way for a new era. Thierry F.J. Vanlancker has been a member of the Board since 2019. He has held various management positions in the chemical sector for more than 30 years and possesses in-depth knowledge of strategy, M&A, product development, sales & marketing with specific know-how in chemicals and distribution. Paul Hälg has been a member of the Board of Directors since 2009 and the Chair of the Board since 2012. During this time, Sika has seen significant profitable growth and numerous successful acquisitions and integrations, with Parex and MBCC as outstanding examples. To enhance the capabilities and know-how of the Group Management in light of the new Growth Strategy 2028, the following changes to the management team will be effective as of October 1, 2023. Philippe Jost, currently Head Construction, is appointed Regional Manager Asia/Pacific. He joined Sika 26 years ago, has been a member of Group Management since 2019, and has held various management positions in the USA and in Switzerland. Ivo Schädler, currently Regional Manager EMEA, is appointed Head Construction. He joined Sika 26 years ago, has been a member of Group Management since 2017, and has held managerial positions in both Switzerland and the UK. Raffaella Marzi, currently Head Human Resources & Compliance, will additionally act as Head Legal. She takes over from Stefan Mösli, who has decided to step down after successfully heading the department since 1996. Raffaella Marzi joined Sika nine years ago and has been a member of Group Management since 2020. Under her leadership, Sika has successfully integrated the Parex workforce and prepared the MBCC integration. Stefan Mösli will remain with Sika as Senior Counsel.お知らせ • Aug 08Sika AG agreed to acquire Chema.Sika AG agreed to acquire Chema on August 7, 2023. The transaction is subject to antitrust approval. As of year ended 2022, Chema reported revenue of CHF 50 million.お知らせ • Aug 04+ 1 more updateSika AG to Report First Half, 2024 Results on Jul 30, 2024Sika AG announced that they will report first half, 2024 results on Jul 30, 2024お知らせ • Jul 07Sika AG (SWX:SIKA) acquired Thiessen Team USA, Inc. from family.Sika AG (SWX:SIKA) acquired Thiessen Team USA, Inc. from family on July 6, 2023. Thiessen employees will join the Sika's team. Sika AG (SWX:SIKA) completed the acquisition of Thiessen Team USA, Inc. from family on July 6, 2023.Reported Earnings • Feb 20Full year 2022 earnings released: EPS: CHF7.57 (vs CHF7.39 in FY 2021)Full year 2022 results: EPS: CHF7.57 (up from CHF7.39 in FY 2021). Revenue: CHF10.5b (up 13% from FY 2021). Net income: CHF1.16b (up 11% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% decline forecast for the Chemicals industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.お知らせ • Feb 17+ 1 more updateSika AG Provides Earnings Guidance for the Fiscal Year 2023Sika AG provided earnings guidance for the fiscal year 2023. For fiscal 2023, the company expects sales to rise by 6% to 8% in local currencies and anticipates an over-proportional increase in EBIT (excluding the impact of the MBCC acquisition).Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$5,463, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 7x in the Chemicals industry in South America. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,075 per share.お知らせ • Jan 20Sika AG to Report Fiscal Year 2022 Results on Feb 17, 2023Sika AG announced that they will report fiscal year 2022 results on Feb 17, 2023お知らせ • Jan 18INEOS Enterprises Group Limited signed an agreement to acquire the admixtures business of MBCC Group from Sika AG (SWX:SIKA).INEOS Enterprises Group Limited signed an agreement to acquire the admixtures business of MBCC Group from Sika AG (SWX:SIKA) on January 16, 2023. By the end of 2022, the admixtures business generated net sales of around CHF 920 million. The completion of the transaction is subject to regulatory approvals and expected in first half of 2023. Sika expects annual synergies of CHF 160 to 180 million following closing. BofA Securities, Inc. acted as financial advisor to Sika AG in the transaction. Sally Wokes, Harry Hecht, David Ives, Charles Osborne, Claire Jeffs, Charles Cameron, John Nevin and Richard Keczkes of Slaughter and May acted as legal advisor to INEOS Enterprises.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 30% share price gain to Mex$5,194, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Chemicals industry in South America. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,005 per share.お知らせ • Oct 22Sika AG to Report Nine Months, 2023 Results on Oct 20, 2023Sika AG announced that they will report nine months, 2023 results on Oct 20, 2023Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$4,222, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 6x in the Chemicals industry in South America. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,329 per share.Reported Earnings • Jul 26First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF494.4m from profit in 1H 2021). Profit margin: (down from 11% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 21% compared to a 1.8% decline forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be Mex$5,712, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Upcoming Dividend • Apr 07Upcoming dividend of CHF2.90 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (9.3%).Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CHF7.39 (up from CHF5.82 in FY 2020). Revenue: CHF9.25b (up 18% from FY 2020). Net income: CHF1.05b (up 27% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.1%, compared to a 4.6% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$5,984, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Chemicals industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,287 per share.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$8,296, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 15x in the Chemicals industry globally. Total returns to shareholders of 67% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,114 per share.Reported Earnings • Oct 23Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CHF2.41b (up 10% from 3Q 2020). Net income: CHF270.1m (down 5.4% from 3Q 2020). Profit margin: 11% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses.Executive Departure • Apr 21Director has left the companyOn the 20th of April, Frits van Dijk's tenure in the role of Director ended. As of December 2020, Frits personally held 9.03k shares (Mex$48m worth at the time). Frits is the only executive to leave the company over the last 12 months.Upcoming Dividend • Apr 15Upcoming dividend of CHF2.50 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 26 April 2021. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (4.7%). Lower than average of industry peers (4.1%).Reported Earnings • Feb 21Full year 2020 earnings released: EPS CHF5.82 (vs CHF5.31 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CHF7.88b (down 2.9% from FY 2019). Net income: CHF824.5m (up 9.7% from FY 2019). Profit margin: 11% (up from 9.3% in FY 2019). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 0.03%. Over the next year, revenue is forecast to grow 7.2%, compared to a 24% growth forecast for the Chemicals industry in Mexico.Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of CHF750.9m, largely unchanged from the prior year. Total revenue was CHF7.91b over the last 12 months, up 1.1% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 24Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.6% at CHF2.19b. Revenue is forecast to grow 5.4% over the next year, compared to a 9.3% growth forecast for the Chemicals industry in Mexico.お知らせ • Jul 23Sika AG to Report First Half, 2021 Results on Jul 22, 2021Sika AG announced that they will report first half, 2021 results on Jul 22, 2021株主還元SIKA NMX ChemicalsMX 市場7D0%0.1%2.2%1Yn/a44.2%19.4%株主還元を見る業界別リターン: SIKA NがMX Chemicals業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: SIKA N MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is SIKA N's price volatile compared to industry and market?SIKA N volatilitySIKA N Average Weekly Movementn/aChemicals Industry Average Movement5.0%Market Average Movement4.2%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.8%安定した株価: SIKA 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SIKA 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191030,629Thomas Haslerwww.sika.com特殊化学品会社であるシーカAGは、建築分野や自動車産業における接着、シーリング、制振、補強、保護のためのシステムや製品を開発、製造、販売している。コンクリート、セメント、モルタル製造用の各種混和剤および添加剤、Sika Sarnafilブランドのフレキシブルシートおよび液状塗布膜を含む陸屋根システム、蒸気制御層、接着剤、断熱材、固定材、屋上排水、付属品、SikaProofブランドのフレキシブル膜システム、液状塗布膜、目地防水システム、防水モルタル、注入樹脂などの防水ソリューションを、商業用および住宅用地下室、トンネル、橋梁、保水構造向けに提供している。接着剤とグラウト、タイル下防水、遮音、レンダー、外壁・内壁の装飾仕上げ、外断熱仕上げシステム、工業用・商業用の合成樹脂やセメント系システムなどの床材ソリューション、シーリング材、接着剤、スプレーフォーム、テープなどを提供している。さらに、補修モルタル、高強度グラウト、ケミカルアンカー、構造用接着剤、保護塗料、腐食防止ソリューション、構造強化システムも提供している。自動車・商用車組立、工業用ラミネーション、再生可能エネルギー、家電製品、先端樹脂などの業界にサービスを提供している。同社は1910年に設立され、スイスのバールに本社を置いている。もっと見るSika AG 基礎のまとめSika の収益と売上を時価総額と比較するとどうか。SIKA N 基礎統計学時価総額Mex$487.60b収益（TTM）Mex$22.91b売上高(TTM)Mex$245.79b21.3xPER（株価収益率2.0xP/SレシオSIKA 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SIKA N 損益計算書（TTM）収益CHF 11.20b売上原価CHF 5.05b売上総利益CHF 6.15bその他の費用CHF 5.11b収益CHF 1.04b直近の収益報告Dec 31, 2025次回決算日Jul 28, 2026一株当たり利益（EPS）6.51グロス・マージン54.94%純利益率9.32%有利子負債／自己資本比率76.6%SIKA 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2.7%現在の配当利回り57%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2026/04/11 22:14終値2026/01/13 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sika AG 21 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。33 アナリスト機関Volker BosseBaader Helvea Equity ResearchZana MamelliBaader Helvea Equity ResearchPierre Sylvain RousseauBarclays30 その他のアナリストを表示
Featured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.4% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.5kusers have viewed this narrative40users have liked this narrative1users have commented on this narrative283users have followed this narrativeRead narrative
お知らせ • Apr 14Sika AG Reiterates Earnings Guidance for the Year 2026Sika AG reiterated earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies;in line with the company target of outperforming the market by 3% to 6% in local currencies including bolt-on acquisitions.
お知らせ • Mar 25Sika AG Approves Board and Committee AppointmentsSika AG at its Annual General Meeting held on March 24, 2026, Barbara Frei and Lukas Gähwiler were newly elected to the Board of Directors for a one-year term of office. The shareholders elected Lukas Gähwiler as member of the Nomination and Compensation Committee for a one-year term of office.
お知らせ • Feb 25Sika AG, Annual General Meeting, Mar 24, 2026Sika AG, Annual General Meeting, Mar 24, 2026, at 04:00 W. Europe Standard Time. Location: zurich convention center, zurich Switzerland
お知らせ • Feb 24Paul Schuler Will Not Stand for Re-Election to the Board of Directors of Sika AGSika AG announced that at the AGM to be held on March 24, 2026, Paul Schuler is not stand for re-election as members of the Board of Directors.
お知らせ • Feb 21Sika AG announces Annual dividend, payable on March 30, 2026Sika AG announced Annual dividend of CHF 1.8500 per share payable on March 30, 2026, ex-date on March 26, 2026 and record date on March 27, 2026.
お知らせ • Feb 20Sika AG Provides Earnings Guidance for the Year 2026Sika AG provided earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies; in line with company ambition to outperform the market by 3% to 6% in local currencies including bolt-on acquisitions.
お知らせ • Apr 14Sika AG Reiterates Earnings Guidance for the Year 2026Sika AG reiterated earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies;in line with the company target of outperforming the market by 3% to 6% in local currencies including bolt-on acquisitions.
お知らせ • Mar 25Sika AG Approves Board and Committee AppointmentsSika AG at its Annual General Meeting held on March 24, 2026, Barbara Frei and Lukas Gähwiler were newly elected to the Board of Directors for a one-year term of office. The shareholders elected Lukas Gähwiler as member of the Nomination and Compensation Committee for a one-year term of office.
お知らせ • Feb 25Sika AG, Annual General Meeting, Mar 24, 2026Sika AG, Annual General Meeting, Mar 24, 2026, at 04:00 W. Europe Standard Time. Location: zurich convention center, zurich Switzerland
お知らせ • Feb 24Paul Schuler Will Not Stand for Re-Election to the Board of Directors of Sika AGSika AG announced that at the AGM to be held on March 24, 2026, Paul Schuler is not stand for re-election as members of the Board of Directors.
お知らせ • Feb 21Sika AG announces Annual dividend, payable on March 30, 2026Sika AG announced Annual dividend of CHF 1.8500 per share payable on March 30, 2026, ex-date on March 26, 2026 and record date on March 27, 2026.
お知らせ • Feb 20Sika AG Provides Earnings Guidance for the Year 2026Sika AG provided earnings guidance for the year 2026. For the period, the company expects sales growth of 1% to 4% in local currencies; in line with company ambition to outperform the market by 3% to 6% in local currencies including bolt-on acquisitions.
お知らせ • Feb 14Sika AG (SWX:SIKA) agreed to acquire Akkim Yapi Kimyasallari Sanayi Ve Ticaret Anonim Sirketi from a family.Sika AG (SWX:SIKA) agreed to acquire Akkim Yapi Kimyasallari Sanayi Ve Ticaret Anonim Sirketi from a family on February 13, 2026. Akkim Yapi Kimyasallari Sanayi Ve Ticaret Anonim Sirketi generated net sales of approximately CHF 220 million in 2025. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is July 1, 2026 to September 30, 2026.
お知らせ • Dec 16Sika AG (SWX:SIKA) agreed to acquire Finja Bemix AB from Andersson family.Sika AG (SWX:SIKA) agreed to acquire Finja Bemix AB from Andersson family on December 15, 2025. For the period ending December 31, 2024, Finja Bemix AB reported total revenue of CHF 60 million. The transaction is subject to regulatory approvals. Closing of the acquisition is expected in the first quarter of 2026.
お知らせ • Oct 24+ 1 more updateSika AG to Report Nine Months, 2026 Results on Oct 23, 2026Sika AG announced that they will report nine months, 2026 results on Oct 23, 2026
お知らせ • Oct 21Sika Announces Introduction of the Sika Carbon CompassSika is advancing its sustainability strategy with the introduction of the Sika®? Carbon Compass - an automated platform for calculating Product Carbon Footprints (PCF). The calculation methodology has been independently verified by TUV Rheinland, Germany, and is in line with internationally recognized standards. With this certified approach, Sika provides reliable, carbon emissions data, allowing its customers to make informed, climate-conscious decisions. Sika customers benefit from gaining access to reliable carbon data for smarter decisions and efficient planning. Automated PCF insights simplify reporting and boost competitiveness in tenders, enhancing credibility across sustainable value chains. In addition, the Sika®? CarbonComp empowers customers to meet current standards and lead the way in future sustainability frameworks, such as the Ecodesign for Sustainable Products Regulation (ESPR) and the Construction Product Regulation (CPR). The Sika®? Carbon Compass reflects the company's long-term sustainability commitment and is another key element of the Sika Strategy 2028. By integrating carbon intelligence into every product decision, the platform supports measurable climate progress that benefits customers and the planet alike.
お知らせ • Oct 02Sika AG (SWX:SIKA) acquired Marlon Tørmørtel A/S.Sika AG (SWX:SIKA) acquired Marlon Tørmørtel A/S on October 1, 2025. The acquisition creates a growth platform for Sika in the Nordics, providing exciting opportunities for further market expansion and cross-selling with Sika’s complementary solutions. Sika AG (SWX:SIKA) completed the acquisition of Marlon Tørmørtel A/S on October 1, 2025.
お知らせ • Jul 29Sika AG to Report First Half, 2026 Results on Jul 28, 2026Sika AG announced that they will report first half, 2026 results on Jul 28, 2026
Declared Dividend • Mar 14Dividend of CHF3.60 announcedShareholders will receive a dividend of CHF3.60. Ex-date: 27th March 2025 Payment date: 31st March 2025 Dividend yield will be 0.07%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 05Sika AG (SWX:SIKA) acquired Cromar Building Products Ltd.Sika AG (SWX:SIKA) acquired Cromar Building Products Ltd. on March 3, 2025. The acquisition of Cromar will strengthen Sika’s presence and enhance its product portfolio in the roofing distribution channel. Andy Haigh, Will Holmes, Will Sykes, Luke Harrower, Emma Oakley and Alex Gut of Translink Corporate Finance in the United Kingdom and Switzerland, acted as financial advisor to Cromar Building Products. Jonathan Simms, Nicola Cooper, and Jonathan Schneider of Clarion Solicitors provided legal advice to the shareholders of Sika and a team from PwC’s Leeds office consisting of Will Oxley, Ben Ferguson, Peter Newbery, and Jonny Bruce carried out financial due diligence on behalf of Sika. Jonathan White, Perdi Edge-Partington and Ed Hitchen of DAC Beachcroft provided legal advice to Sika. Sika AG (SWX:SIKA) completed the acquisition of Cromar Building Products Ltd. on March 3, 2025.
お知らせ • Mar 04Sika AG (SWX:SIKA) acquired an unknown majority stake in HPS North America, Inc.Sika AG (SWX:SIKA) acquired an unknown majority stake in HPS North America, Inc. on March 4, 2025. Sika AG (SWX:SIKA) completed the acquisition of an unknown majority stake in HPS North America, Inc. on March 4, 2025.
お知らせ • Feb 22Sika AG announces Annual dividend, payable on March 31, 2025Sika AG announced Annual dividend of CHF 1.8000 per share payable on March 31, 2025, ex-date on March 27, 2025 and record date on March 28, 2025.
お知らせ • Feb 21Sika AG to Report Fiscal Year 2025 Results on Feb 20, 2026Sika AG announced that they will report fiscal year 2025 results on Feb 20, 2026
お知らせ • Feb 04Sika AG (SWX:SIKA) acquired Elmich Pte Ltd.Sika AG (SWX:SIKA) acquired Elmich Pte Ltd. on February 3, 2025. Sika AG (SWX:SIKA) completed the acquisition of Elmich Pte Ltd. on February 3, 2025.
お知らせ • Jan 09Sika AG to Report Fiscal Year 2024 Results on Feb 21, 2025Sika AG announced that they will report fiscal year 2024 results on Feb 21, 2025
お知らせ • Nov 07Sika AG completed the acquisition of Chema.Sika AG agreed to acquire Chema on August 7, 2023. The transaction is subject to antitrust approval. As of year ended 2022, Chema reported revenue of CHF 50 million. As of February 10, 2024, INDECOPI has initiated the second phase of the evaluation of the merger between Sika and Chema. Allan Zoccolillo and Liliana Espinosa of Baker McKenzie acted as legal advisors to Sika AG. Sika AG completed the acquisition of Chema on November 6, 2024.
お知らせ • Oct 26+ 1 more updateSika AG to Report Nine Months, 2025 Results on Oct 24, 2025Sika AG announced that they will report nine months, 2025 results on Oct 24, 2025
お知らせ • Aug 02Sika AG (SWX:SIKA) acquired Vinaldom, S.A.S.Sika AG (SWX:SIKA) acquired Vinaldom, S.A.S on August 2, 2024. Sika AG (SWX:SIKA) completed the acquisition of Vinaldom, S.A.S on August 2, 2024.
お知らせ • Jul 30+ 1 more updateSika AG to Report First Half, 2025 Results on Jul 29, 2025Sika AG announced that they will report first half, 2025 results on Jul 29, 2025
お知らせ • Apr 05Sika AG, Annual General Meeting, Mar 25, 2025Sika AG, Annual General Meeting, Mar 25, 2025.
お知らせ • Apr 04Sika AG (SWX:SIKA) acquired Kwik Bond Polymers, LLC.Sika AG (SWX:SIKA) acquired Kwik Bond Polymers, LLC on April 3, 2024. All the Kwik Bond Polymers, LLC employees will join Sika AG team.Sika AG (SWX:SIKA) completed the acquisition of Kwik Bond Polymers, LLC on April 3, 2024.
お知らせ • Mar 27+ 1 more updateSika AG Approves Gross Dividend for the Year 2023Sika AG at its annual general meeting held on March 26, 2024, approved gross dividend of CHF 3.30 per share for the business year 2023.
お知らせ • Feb 16+ 1 more updateSika AG Proposes Gross Dividend for the Year 2023Sika AG at the Annual General Meeting to be held on March 26, 2024, the Board of Directors will be proposing to shareholders that the gross dividend per share be increased from CHF 3.20 to CHF 3.30 (+3.1%). Half of the dividend is to be paid from the capital contribution reserves. In absolute figures, Sika has been increasing its dividend year on year for the past 12 consecutive years.
お知らせ • Jan 10Sika AG to Report Fiscal Year 2023 Results on Feb 16, 2024Sika AG announced that they will report fiscal year 2023 results on Feb 16, 2024
お知らせ • Nov 29Sika AG (SWX:SIKA) acquired 30% stake in Concria Oy.Sika AG (SWX:SIKA) acquired 30% stake in Concria Oy on November 28, 2023.Sika AG (SWX:SIKA) completed the acquisition of 30% stake in Concria Oy on November 28, 2023.
お知らせ • Oct 20+ 1 more updateSika AG to Report Nine Months, 2024 Results on Oct 25, 2024Sika AG announced that they will report nine months, 2024 results on Oct 25, 2024
お知らせ • Sep 15Sika AG Announces Board and Executive ChangesSika AG announces planned changes to the Board of Directors and the Group Management. The decisions have been made ahead of the presentation of the new growth strategy at the Capital Markets Day on October 3, 2023. Thierry F. J. Vanlancker will be proposed as new Chair of the Board of Directors at the next Annual General Meeting in 2024, as Paul Hälg has decided to step down from his position after twelve successful years to make way for a new era. Thierry F.J. Vanlancker has been a member of the Board since 2019. He has held various management positions in the chemical sector for more than 30 years and possesses in-depth knowledge of strategy, M&A, product development, sales & marketing with specific know-how in chemicals and distribution. Paul Hälg has been a member of the Board of Directors since 2009 and the Chair of the Board since 2012. During this time, Sika has seen significant profitable growth and numerous successful acquisitions and integrations, with Parex and MBCC as outstanding examples. To enhance the capabilities and know-how of the Group Management in light of the new Growth Strategy 2028, the following changes to the management team will be effective as of October 1, 2023. Philippe Jost, currently Head Construction, is appointed Regional Manager Asia/Pacific. He joined Sika 26 years ago, has been a member of Group Management since 2019, and has held various management positions in the USA and in Switzerland. Ivo Schädler, currently Regional Manager EMEA, is appointed Head Construction. He joined Sika 26 years ago, has been a member of Group Management since 2017, and has held managerial positions in both Switzerland and the UK. Raffaella Marzi, currently Head Human Resources & Compliance, will additionally act as Head Legal. She takes over from Stefan Mösli, who has decided to step down after successfully heading the department since 1996. Raffaella Marzi joined Sika nine years ago and has been a member of Group Management since 2020. Under her leadership, Sika has successfully integrated the Parex workforce and prepared the MBCC integration. Stefan Mösli will remain with Sika as Senior Counsel.
お知らせ • Aug 08Sika AG agreed to acquire Chema.Sika AG agreed to acquire Chema on August 7, 2023. The transaction is subject to antitrust approval. As of year ended 2022, Chema reported revenue of CHF 50 million.
お知らせ • Aug 04+ 1 more updateSika AG to Report First Half, 2024 Results on Jul 30, 2024Sika AG announced that they will report first half, 2024 results on Jul 30, 2024
お知らせ • Jul 07Sika AG (SWX:SIKA) acquired Thiessen Team USA, Inc. from family.Sika AG (SWX:SIKA) acquired Thiessen Team USA, Inc. from family on July 6, 2023. Thiessen employees will join the Sika's team. Sika AG (SWX:SIKA) completed the acquisition of Thiessen Team USA, Inc. from family on July 6, 2023.
Reported Earnings • Feb 20Full year 2022 earnings released: EPS: CHF7.57 (vs CHF7.39 in FY 2021)Full year 2022 results: EPS: CHF7.57 (up from CHF7.39 in FY 2021). Revenue: CHF10.5b (up 13% from FY 2021). Net income: CHF1.16b (up 11% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% decline forecast for the Chemicals industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.
お知らせ • Feb 17+ 1 more updateSika AG Provides Earnings Guidance for the Fiscal Year 2023Sika AG provided earnings guidance for the fiscal year 2023. For fiscal 2023, the company expects sales to rise by 6% to 8% in local currencies and anticipates an over-proportional increase in EBIT (excluding the impact of the MBCC acquisition).
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$5,463, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 7x in the Chemicals industry in South America. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,075 per share.
お知らせ • Jan 20Sika AG to Report Fiscal Year 2022 Results on Feb 17, 2023Sika AG announced that they will report fiscal year 2022 results on Feb 17, 2023
お知らせ • Jan 18INEOS Enterprises Group Limited signed an agreement to acquire the admixtures business of MBCC Group from Sika AG (SWX:SIKA).INEOS Enterprises Group Limited signed an agreement to acquire the admixtures business of MBCC Group from Sika AG (SWX:SIKA) on January 16, 2023. By the end of 2022, the admixtures business generated net sales of around CHF 920 million. The completion of the transaction is subject to regulatory approvals and expected in first half of 2023. Sika expects annual synergies of CHF 160 to 180 million following closing. BofA Securities, Inc. acted as financial advisor to Sika AG in the transaction. Sally Wokes, Harry Hecht, David Ives, Charles Osborne, Claire Jeffs, Charles Cameron, John Nevin and Richard Keczkes of Slaughter and May acted as legal advisor to INEOS Enterprises.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 30% share price gain to Mex$5,194, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Chemicals industry in South America. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,005 per share.
お知らせ • Oct 22Sika AG to Report Nine Months, 2023 Results on Oct 20, 2023Sika AG announced that they will report nine months, 2023 results on Oct 20, 2023
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$4,222, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 6x in the Chemicals industry in South America. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,329 per share.
Reported Earnings • Jul 26First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF494.4m from profit in 1H 2021). Profit margin: (down from 11% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 21% compared to a 1.8% decline forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be Mex$5,712, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Upcoming Dividend • Apr 07Upcoming dividend of CHF2.90 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (9.3%).
Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CHF7.39 (up from CHF5.82 in FY 2020). Revenue: CHF9.25b (up 18% from FY 2020). Net income: CHF1.05b (up 27% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.1%, compared to a 4.6% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$5,984, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Chemicals industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,287 per share.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$8,296, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 15x in the Chemicals industry globally. Total returns to shareholders of 67% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,114 per share.
Reported Earnings • Oct 23Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CHF2.41b (up 10% from 3Q 2020). Net income: CHF270.1m (down 5.4% from 3Q 2020). Profit margin: 11% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses.
Executive Departure • Apr 21Director has left the companyOn the 20th of April, Frits van Dijk's tenure in the role of Director ended. As of December 2020, Frits personally held 9.03k shares (Mex$48m worth at the time). Frits is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Apr 15Upcoming dividend of CHF2.50 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 26 April 2021. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (4.7%). Lower than average of industry peers (4.1%).
Reported Earnings • Feb 21Full year 2020 earnings released: EPS CHF5.82 (vs CHF5.31 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CHF7.88b (down 2.9% from FY 2019). Net income: CHF824.5m (up 9.7% from FY 2019). Profit margin: 11% (up from 9.3% in FY 2019). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 0.03%. Over the next year, revenue is forecast to grow 7.2%, compared to a 24% growth forecast for the Chemicals industry in Mexico.
Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of CHF750.9m, largely unchanged from the prior year. Total revenue was CHF7.91b over the last 12 months, up 1.1% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 24Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.6% at CHF2.19b. Revenue is forecast to grow 5.4% over the next year, compared to a 9.3% growth forecast for the Chemicals industry in Mexico.
お知らせ • Jul 23Sika AG to Report First Half, 2021 Results on Jul 22, 2021Sika AG announced that they will report first half, 2021 results on Jul 22, 2021
