View ValuationUmicore 将来の成長Future 基準チェック /06Umicoreの収益は年間41.3%で減少すると予測されていますが、年間利益は年間5.9%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に15% 4.4%なると予測されています。主要情報5.9%収益成長率4.39%EPS成長率Chemicals 収益成長63.0%収益成長率-41.3%将来の株主資本利益率14.96%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 06Umicore Announces Supervisory Board AppointmentsUmicore at its ordinary and extraordinary shareholders’ meeting held on April 30th 2026 approved the appointment of Anna Bertona and Benjamin Loh as new Supervisory Board members for a term of 3 years.お知らせ • May 03Umicore Sa Announces Chief Financial Officer Changes, Effective August 1, 2026Umicore SA announced the appointment of Lily Liu as Chief Financial Officer effective August 1, 2026. Mrs. Liu succeeds current CFO Wannes Peferoen who will leave the Company after twenty years of dedicated service. Post handover on August 1st, Mr. Peferoen will serve in a special advisory capacity until February 28, 2027 to ensure a seamless transition. Mrs. Liu joins Umicore from Synthomer, a specialty chemicals company listed on the London Stock Exchange, where she serves as CFO since July 2022. Holding both British and Australian citizenship, she brings more than twenty years of financial leadership experience across the chemicals, manufacturing, and engineering industries. Before her time at Synthomer, Mrs. Liu was CFO at Essentra plc, and previously held CFO positions with Xaar plc and Smiths Detection. She is also a non-executive director and audit committee member at DCC plc.お知らせ • Mar 30Umicore SA, Annual General Meeting, Apr 30, 2026Umicore SA, Annual General Meeting, Apr 30, 2026, at 17:00 Romance Standard Time.お知らせ • Oct 17+ 1 more updateUmicore SA to Report Fiscal Year 2025 Final Results on Mar 27, 2026Umicore SA announced that they will report fiscal year 2025 final results on Mar 27, 2026お知らせ • Aug 22Umicore SA to Report Fiscal Year 2025 Results on Feb 20, 2026Umicore SA announced that they will report fiscal year 2025 results on Feb 20, 2026お知らせ • Mar 21Umicore Announces Supervisory Board ChangesUmicore at its ordinary and special shareholders’ meetings to be held on April 24, 2025 announced after serving 10 years on Umicore’s Supervisory Board, Mr. Mark Garrett announced that he will not seek to renew his mandate at the upcoming 2025 ordinary shareholders’ meeting. Mr. Laurent Raets, Groupe Bruxelles Lambert (GBL), also announced his intention to step down from the Supervisory Board, after having served 6 years on the Board.お知らせ • Feb 17Umicore SA, Annual General Meeting, Apr 30, 2025Umicore SA, Annual General Meeting, Apr 30, 2025.お知らせ • Feb 15Umicore Sa Proposes Annual Dividend, Payable on April 30, 2025Umicore SA's Supervisory Board will propose a gross annual dividend of €0.50 per share for 2024 at the Annual General Meeting on 24 April 2025. This is a reduction from the €0.80 per share paid for 2023. Considering the interim dividend of €0.25 per share paid in August 2024, a gross amount of €0.25 per share will be paid on 30 April 2025, subject to shareholder approval. Based on the closing share price on 31 December 2024 of €9.96, the dividend yield amounts to approximately 5%.お知らせ • Feb 14Umicore SA to Report Fiscal Year 2024 Final Results on Mar 21, 2025Umicore SA announced that they will report fiscal year 2024 final results on Mar 21, 2025お知らせ • Feb 01Umicore SA to Report First Half, 2025 Results on Aug 01, 2025Umicore SA announced that they will report first half, 2025 results on Aug 01, 2025お知らせ • Dec 23+ 2 more updatesUmicore SA(ENXTBR:UMI) dropped from S&P EUROPE 350Umicore SA(ENXTBR:UMI) dropped from S&P EUROPE 350お知らせ • Sep 23Umicore SA(ENXTBR:UMI) dropped from FTSE All-World Index (USD)Umicore SA(ENXTBR:UMI) dropped from FTSE All-World Index (USD)お知らせ • Jul 26Umicore SA to Report Fiscal Year 2024 Results on Feb 14, 2025Umicore SA announced that they will report fiscal year 2024 results on Feb 14, 2025お知らせ • May 16Umicore Announces Chief Executive Officer ChangesUmicore announced the appointment of Bart Sap as Chief Executive Officer, effective May 16th. He will succeed Mathias Miedreich who has decided to step down, in mutual agreement with the Supervisory Board. Bart Sap joined Umicore in 2004 and has been the Executive Vice President Catalysis since March 2021. His nomination is in line with the company's established succession plan. Mathias Miedreich will remain available for advice to Umicore during the next several months. Bart Sap was appointed Executive Vice-President Catalysis on March 1st, 2021. He joined Umicore in 2004 as controller for Cobalt & Specialty Materials and, after successive assignments in Korea and Belgium covering finance, supply and refining of battery raw materials, business development and operations, he became Senior Vice-President for Cobalt & Specialty Materials and Supply at the beginning of 2020. Bart holds a Master’s Degree in Commercial Science from Vlekho in Brussels, Belgium, with majors in Accountancy and Taxation.お知らせ • Apr 27+ 1 more updateUmicore Announces Supervisory Board Appointments, Effective 1 November 2024 and Appoints Frédéric Oudéa as Member of Nomination, Remuneration and Sustainability CommitteeUmicore at its ordinary and special shareholders’ meetings held on April 25, 2024, appointed Frédéric Oudéa and Philip Eykerman as new Supervisory Board members for a term of 3 years, with effect from 1 November 2024. Mr. Oudéa also joins the company’s Nomination & Remuneration Committee and its Sustainability Committee.お知らせ • Mar 26Umicore SA Announces Board ChangesMr. Mario Armero announced his intention to step down from the Supervisory Board at the end of this 2024 Annual General Meeting, after having served for a total of 4 years on the Board. The Supervisory Board proposes the appointment of Mr. Frédéric Oudéaas a new Supervisory Board member to replace Mr. Armero for a term of 3 years. Upon his appointment, Mr. Oudéa will also join Umicore's Nomination & Remuneration Committee and its Sustainability Committee. Frédéric Oudéa, a French citizen, is a graduate of the École Polytechnique and the École Nationale d'administration. He spent most of his career in the banking sector, at Société Générale, where he was appointed CEO from 2008 till 2023. He is currently chairman of Sanofi and senior independent director of Capgemini. He is also senior executive advisor to GBL Group.お知らせ • Feb 16+ 3 more updatesUmicore Proposes Dividend for the Year 2023, Payable on May 2024Umicore proposed gross annual dividend for 2023 of €0.80 of which €0.55 to be paid in May 2024, with an interim dividend of €0.25 already paid out in August 2023.New Risk • Jan 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Jul 29Umicore SA Announces Interim Dividend, Payable on 22 August 2023Umicore SA announced interim dividend of €0.25 per share, payable on 22 August 2023 with Ex-interim dividend trading date of 18 August 2023 and Record date for the interim dividend of 21 August 2023.Upcoming Dividend • Apr 28Upcoming dividend of €0.39 per share at 2.7% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (17%).Reported Earnings • Mar 31Full year 2022 earnings released: EPS: €2.37 (vs €2.57 in FY 2021)Full year 2022 results: EPS: €2.37 (down from €2.57 in FY 2021). Revenue: €25.4b (up 5.7% from FY 2021). Net income: €569.9m (down 7.9% from FY 2021). Profit margin: 2.2% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 45% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to remain flat.お知らせ • Feb 16Umicore SA Proposes Gross Annual Dividend for 2022, Payable on 4 May 2023Umicore SA proposed gross annual dividend for 2022 of €0.80 of which €0.55 to be paid in May 2023, with an interim dividend of €0.25 already paid out in August 2022. Ex-dividend trading date is 2 May 2023. Record date for the dividend is 3 May 2023 and payable date is 4 May 2023.お知らせ • Jan 26+ 1 more updateUmicore SA to Report First Half, 2023 Results on Jul 28, 2023Umicore SA announced that they will report first half, 2023 results on Jul 28, 2023Upcoming Dividend • Aug 12Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 19 August 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (10%).Reported Earnings • Aug 03First half 2022 earnings released: EPS: €1.29 (vs €1.66 in 1H 2021)First half 2022 results: EPS: €1.29 (down from €1.66 in 1H 2021). Revenue: €13.8b (up 9.2% from 1H 2021). Net income: €309.1m (down 23% from 1H 2021). Profit margin: 2.2% (down from 3.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 83% compared to a 2.7% decline forecast for the industry in Mexico.お知らせ • Jul 30Umicore SA to Report Fiscal Year 2022 Results on Feb 16, 2023Umicore SA announced that they will report fiscal year 2022 results on Feb 16, 2023Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$685, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry globally. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$297 per share.Reported Earnings • Mar 29Full year 2021 earnings released: EPS: €2.57 (vs €0.54 in FY 2020)Full year 2021 results: EPS: €2.57 (up from €0.54 in FY 2020). Revenue: €24.1b (up 16% from FY 2020). Net income: €619.0m (up 374% from FY 2020). Profit margin: 2.6% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 83% compared to a 3.1% growth forecast for the industry in Mexico.Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: €2.57 (up from €0.54 in FY 2020). Revenue: €24.2b (up 17% from FY 2020). Net income: €619.0m (up 374% from FY 2020). Profit margin: 2.6% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is expected to shrink by 83% compared to a 3.6% growth forecast for the industry in Mexico.Upcoming Dividend • Aug 13Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 24 August 2021. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (4.0%).Reported Earnings • Aug 04First half 2021 earnings released: EPS €1.66 (vs €0.38 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.7b (up 27% from 1H 2020). Net income: €400.1m (up 340% from 1H 2020). Profit margin: 3.2% (up from 0.9% in 1H 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Apr 26Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 2.0%. Lower than top quartile of Mexican dividend payers (4.8%). Lower than average of industry peers (3.9%).業績と収益の成長予測BMV:UMI N - 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12/31/20283,992470313811812/31/20273,9224212407301012/31/20263,7853903526601012/31/202519,388385386711N/A9/30/202517,753257221590N/A6/30/202516,11512957470N/A3/31/202515,492-676172669N/A12/31/202414,869-1,480287869N/A9/30/202415,292-1,3953131,015N/A6/30/202415,715-1,3103401,160N/A3/31/202416,998-4632491,102N/A12/31/202318,2803851581,043N/A9/30/202320,4264352764N/A6/30/202322,571484-153486N/A3/31/202324,010527-5560N/A12/31/202225,449570143634N/A9/30/202224,863549307771N/A6/30/202224,278528470908N/A3/31/202224,1725736561,083N/A12/31/202124,0666198431,259N/A9/30/202123,7465297241,155N/A6/30/202123,4274406051,052N/A3/31/202122,072285352790N/A12/31/202020,71613199528N/A9/30/202020,29818050506N/A6/30/202019,8802301483N/A3/31/202018,687259-49481N/A12/31/201917,494288-99479N/A9/30/201916,223296N/A333N/A6/30/201914,953304N/A187N/A3/31/201914,339311N/A80N/A12/31/201813,726317N/A-27N/A9/30/201812,895291N/A53N/A6/30/201812,063265N/A133N/A3/31/201812,010240N/A143N/A12/31/201711,957215N/A153N/A9/30/201711,913204N/A211N/A6/30/201711,870194N/A268N/A3/31/201711,157187N/A326N/A12/31/201610,444181N/A385N/A9/30/20169,957175N/A384N/A6/30/20169,471168N/A382N/A3/31/20169,584161N/A324N/A12/31/20159,698153N/A265N/A9/30/20159,957175N/A263N/A6/30/20159,161170N/A253N/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: UMI Nの予測収益成長率 (年間5.9% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: UMI Nの収益 ( 5.9% ) MX市場 ( 9.1% ) よりも低い成長が予測されています。高成長収益: UMI N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: UMI Nの収益は今後 3 年間で減少すると予想されています (年間-41.3% )。高い収益成長: UMI Nの収益は今後 3 年間で減少すると予測されています (年間-41.3% )。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: UMI N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 ( 15 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 09:26終値2026/05/15 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Umicore SA 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。33 アナリスト機関Rupesh MadlaniBarclaysJames StewartBarclaysSebastian BrayBerenberg30 その他のアナリストを表示
お知らせ • May 06Umicore Announces Supervisory Board AppointmentsUmicore at its ordinary and extraordinary shareholders’ meeting held on April 30th 2026 approved the appointment of Anna Bertona and Benjamin Loh as new Supervisory Board members for a term of 3 years.
お知らせ • May 03Umicore Sa Announces Chief Financial Officer Changes, Effective August 1, 2026Umicore SA announced the appointment of Lily Liu as Chief Financial Officer effective August 1, 2026. Mrs. Liu succeeds current CFO Wannes Peferoen who will leave the Company after twenty years of dedicated service. Post handover on August 1st, Mr. Peferoen will serve in a special advisory capacity until February 28, 2027 to ensure a seamless transition. Mrs. Liu joins Umicore from Synthomer, a specialty chemicals company listed on the London Stock Exchange, where she serves as CFO since July 2022. Holding both British and Australian citizenship, she brings more than twenty years of financial leadership experience across the chemicals, manufacturing, and engineering industries. Before her time at Synthomer, Mrs. Liu was CFO at Essentra plc, and previously held CFO positions with Xaar plc and Smiths Detection. She is also a non-executive director and audit committee member at DCC plc.
お知らせ • Mar 30Umicore SA, Annual General Meeting, Apr 30, 2026Umicore SA, Annual General Meeting, Apr 30, 2026, at 17:00 Romance Standard Time.
お知らせ • Oct 17+ 1 more updateUmicore SA to Report Fiscal Year 2025 Final Results on Mar 27, 2026Umicore SA announced that they will report fiscal year 2025 final results on Mar 27, 2026
お知らせ • Aug 22Umicore SA to Report Fiscal Year 2025 Results on Feb 20, 2026Umicore SA announced that they will report fiscal year 2025 results on Feb 20, 2026
お知らせ • Mar 21Umicore Announces Supervisory Board ChangesUmicore at its ordinary and special shareholders’ meetings to be held on April 24, 2025 announced after serving 10 years on Umicore’s Supervisory Board, Mr. Mark Garrett announced that he will not seek to renew his mandate at the upcoming 2025 ordinary shareholders’ meeting. Mr. Laurent Raets, Groupe Bruxelles Lambert (GBL), also announced his intention to step down from the Supervisory Board, after having served 6 years on the Board.
お知らせ • Feb 17Umicore SA, Annual General Meeting, Apr 30, 2025Umicore SA, Annual General Meeting, Apr 30, 2025.
お知らせ • Feb 15Umicore Sa Proposes Annual Dividend, Payable on April 30, 2025Umicore SA's Supervisory Board will propose a gross annual dividend of €0.50 per share for 2024 at the Annual General Meeting on 24 April 2025. This is a reduction from the €0.80 per share paid for 2023. Considering the interim dividend of €0.25 per share paid in August 2024, a gross amount of €0.25 per share will be paid on 30 April 2025, subject to shareholder approval. Based on the closing share price on 31 December 2024 of €9.96, the dividend yield amounts to approximately 5%.
お知らせ • Feb 14Umicore SA to Report Fiscal Year 2024 Final Results on Mar 21, 2025Umicore SA announced that they will report fiscal year 2024 final results on Mar 21, 2025
お知らせ • Feb 01Umicore SA to Report First Half, 2025 Results on Aug 01, 2025Umicore SA announced that they will report first half, 2025 results on Aug 01, 2025
お知らせ • Dec 23+ 2 more updatesUmicore SA(ENXTBR:UMI) dropped from S&P EUROPE 350Umicore SA(ENXTBR:UMI) dropped from S&P EUROPE 350
お知らせ • Sep 23Umicore SA(ENXTBR:UMI) dropped from FTSE All-World Index (USD)Umicore SA(ENXTBR:UMI) dropped from FTSE All-World Index (USD)
お知らせ • Jul 26Umicore SA to Report Fiscal Year 2024 Results on Feb 14, 2025Umicore SA announced that they will report fiscal year 2024 results on Feb 14, 2025
お知らせ • May 16Umicore Announces Chief Executive Officer ChangesUmicore announced the appointment of Bart Sap as Chief Executive Officer, effective May 16th. He will succeed Mathias Miedreich who has decided to step down, in mutual agreement with the Supervisory Board. Bart Sap joined Umicore in 2004 and has been the Executive Vice President Catalysis since March 2021. His nomination is in line with the company's established succession plan. Mathias Miedreich will remain available for advice to Umicore during the next several months. Bart Sap was appointed Executive Vice-President Catalysis on March 1st, 2021. He joined Umicore in 2004 as controller for Cobalt & Specialty Materials and, after successive assignments in Korea and Belgium covering finance, supply and refining of battery raw materials, business development and operations, he became Senior Vice-President for Cobalt & Specialty Materials and Supply at the beginning of 2020. Bart holds a Master’s Degree in Commercial Science from Vlekho in Brussels, Belgium, with majors in Accountancy and Taxation.
お知らせ • Apr 27+ 1 more updateUmicore Announces Supervisory Board Appointments, Effective 1 November 2024 and Appoints Frédéric Oudéa as Member of Nomination, Remuneration and Sustainability CommitteeUmicore at its ordinary and special shareholders’ meetings held on April 25, 2024, appointed Frédéric Oudéa and Philip Eykerman as new Supervisory Board members for a term of 3 years, with effect from 1 November 2024. Mr. Oudéa also joins the company’s Nomination & Remuneration Committee and its Sustainability Committee.
お知らせ • Mar 26Umicore SA Announces Board ChangesMr. Mario Armero announced his intention to step down from the Supervisory Board at the end of this 2024 Annual General Meeting, after having served for a total of 4 years on the Board. The Supervisory Board proposes the appointment of Mr. Frédéric Oudéaas a new Supervisory Board member to replace Mr. Armero for a term of 3 years. Upon his appointment, Mr. Oudéa will also join Umicore's Nomination & Remuneration Committee and its Sustainability Committee. Frédéric Oudéa, a French citizen, is a graduate of the École Polytechnique and the École Nationale d'administration. He spent most of his career in the banking sector, at Société Générale, where he was appointed CEO from 2008 till 2023. He is currently chairman of Sanofi and senior independent director of Capgemini. He is also senior executive advisor to GBL Group.
お知らせ • Feb 16+ 3 more updatesUmicore Proposes Dividend for the Year 2023, Payable on May 2024Umicore proposed gross annual dividend for 2023 of €0.80 of which €0.55 to be paid in May 2024, with an interim dividend of €0.25 already paid out in August 2023.
New Risk • Jan 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Jul 29Umicore SA Announces Interim Dividend, Payable on 22 August 2023Umicore SA announced interim dividend of €0.25 per share, payable on 22 August 2023 with Ex-interim dividend trading date of 18 August 2023 and Record date for the interim dividend of 21 August 2023.
Upcoming Dividend • Apr 28Upcoming dividend of €0.39 per share at 2.7% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (17%).
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: €2.37 (vs €2.57 in FY 2021)Full year 2022 results: EPS: €2.37 (down from €2.57 in FY 2021). Revenue: €25.4b (up 5.7% from FY 2021). Net income: €569.9m (down 7.9% from FY 2021). Profit margin: 2.2% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 45% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to remain flat.
お知らせ • Feb 16Umicore SA Proposes Gross Annual Dividend for 2022, Payable on 4 May 2023Umicore SA proposed gross annual dividend for 2022 of €0.80 of which €0.55 to be paid in May 2023, with an interim dividend of €0.25 already paid out in August 2022. Ex-dividend trading date is 2 May 2023. Record date for the dividend is 3 May 2023 and payable date is 4 May 2023.
お知らせ • Jan 26+ 1 more updateUmicore SA to Report First Half, 2023 Results on Jul 28, 2023Umicore SA announced that they will report first half, 2023 results on Jul 28, 2023
Upcoming Dividend • Aug 12Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 19 August 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (10%).
Reported Earnings • Aug 03First half 2022 earnings released: EPS: €1.29 (vs €1.66 in 1H 2021)First half 2022 results: EPS: €1.29 (down from €1.66 in 1H 2021). Revenue: €13.8b (up 9.2% from 1H 2021). Net income: €309.1m (down 23% from 1H 2021). Profit margin: 2.2% (down from 3.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 83% compared to a 2.7% decline forecast for the industry in Mexico.
お知らせ • Jul 30Umicore SA to Report Fiscal Year 2022 Results on Feb 16, 2023Umicore SA announced that they will report fiscal year 2022 results on Feb 16, 2023
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$685, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry globally. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$297 per share.
Reported Earnings • Mar 29Full year 2021 earnings released: EPS: €2.57 (vs €0.54 in FY 2020)Full year 2021 results: EPS: €2.57 (up from €0.54 in FY 2020). Revenue: €24.1b (up 16% from FY 2020). Net income: €619.0m (up 374% from FY 2020). Profit margin: 2.6% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 83% compared to a 3.1% growth forecast for the industry in Mexico.
Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: €2.57 (up from €0.54 in FY 2020). Revenue: €24.2b (up 17% from FY 2020). Net income: €619.0m (up 374% from FY 2020). Profit margin: 2.6% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is expected to shrink by 83% compared to a 3.6% growth forecast for the industry in Mexico.
Upcoming Dividend • Aug 13Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 24 August 2021. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (4.0%).
Reported Earnings • Aug 04First half 2021 earnings released: EPS €1.66 (vs €0.38 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.7b (up 27% from 1H 2020). Net income: €400.1m (up 340% from 1H 2020). Profit margin: 3.2% (up from 0.9% in 1H 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Apr 26Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 2.0%. Lower than top quartile of Mexican dividend payers (4.8%). Lower than average of industry peers (3.9%).