Aperam S.A.

ENXTAM:APAM 株式レポート

時価総額:€3.7b

Aperam マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Sud Sivaji

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間6.2yrs
取締役会の平均在任期間6.1yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 06

APAM: Index Inclusion And Mixed Sector Outlook Will Shape Future Risk Profile

Narrative Update: Aperam The analyst price target for Aperam has moved from about €42.70 to roughly €47.40, reflecting updated assumptions on revenue growth, profit margins, and a lower P/E multiple in line with recent target increases from several covering analysts. Analyst Commentary Recent research on Aperam has been mixed, with several bullish analysts lifting price targets alongside a key downgrade from JPMorgan that highlights macro and sector risks.
ナラティブの更新 May 22

APAM: Sector And Geopolitical Risks Will Pressure Earnings Resilience Going Forward

Analysts have lifted their price targets on Aperam to a range of €50 to €63, reflecting updated views on its earnings power, margin profile and sector risk, even as individual ratings and risk assessments remain mixed. Analyst Commentary Recent research on Aperam points to a mixed backdrop, with some positive price target revisions balanced by more cautious views on risk, execution and sector exposure.
分析記事 May 05

Aperam S.A. (AMS:APAM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

It's been a pretty great week for Aperam S.A. ( AMS:APAM ) shareholders, with its shares surging 15% to €47.22 in the...
ナラティブの更新 May 04

APAM: Index Inclusion And New Alloys Will Support Higher Future Market Position

Aperam's analyst price target has increased to €64.11 from €59.37 as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations, supported by a series of recent target increases and an upgrade across the Street. Analyst Commentary Recent research on Aperam has tilted more positive, with several bullish analysts lifting price targets and one major upgrade helping to reframe the risk reward for the stock.
ナラティブの更新 Apr 20

APAM: Product Advances And Index Inclusion Will Shape Balanced Future Risk Profile

The updated analyst price target for Aperam has moved by about €1.40 per share, with analysts pointing to adjusted fair value assumptions, a different discount rate, slightly lower revenue growth expectations, and a modestly higher profit margin and future P/E as key drivers. Analyst Commentary Recent Street research on Aperam shows a mix of supportive and cautious views, with several firms revising price targets and ratings as they reassess risk, valuation, and sector exposure.
ナラティブの更新 Apr 06

APAM: Index Inclusion And New Alloys Will Support Future Upside Potential

Analyst price targets on Aperam have shifted, with recent revisions ranging from a cut to €40.70 on rising geopolitical and commodity risk concerns to a lift to €47 on a more constructive view of the shares. This has set the tone for a more divided outlook you should watch closely.
ナラティブの更新 Mar 23

APAM: New Alloys And Mixed Ratings Will Support Future Upside Potential

Aperam's updated analyst price target rises from about €54.47 to roughly €59.37. This reflects analysts' mixed revisions across the Street, with some raising targets based on valuation and P/E assumptions, while others have trimmed or downgraded the stock due to sector and geopolitical risk concerns.
ナラティブの更新 Mar 08

APAM: Fragmented Earnings Outlook Will Challenge Margin Assumptions Going Forward

The analyst price target for Aperam has moved from €25 to €30, with analysts pointing to updated views on margins, growth and discount rates, as well as a series of recent target increases across the Street. Analyst Commentary Recent research on Aperam points to a mixed setup, with several higher price targets sitting alongside more cautious voices.
ナラティブの更新 Feb 22

APAM: Product Advances And Leadership Transition Will Shape Balanced Future Execution Risk Profile

Aperam's analyst fair value estimate has been raised from €35.35 to €41.25, as analysts factor in updated assumptions on revenue growth, profitability, discount rate and a lower future P/E in the wake of a series of recent price target increases from major banks, partly offset by a few downgrades. Analyst Commentary Recent Street research on Aperam shows a mix of optimism on the share price potential and some caution on execution risk, which together help frame the new fair value estimate.
分析記事 Feb 19

Some May Be Optimistic About Aperam's (AMS:APAM) Earnings

The market shrugged off Aperam S.A.'s ( AMS:APAM ) weak earnings report last week. We did some analysis and found some...
分析記事 Feb 12

Aperam S.A. (AMS:APAM) Stock Rockets 26% But Many Are Still Ignoring The Company

Aperam S.A. ( AMS:APAM ) shares have continued their recent momentum with a 26% gain in the last month alone. The last...
分析記事 Feb 10

Results: Aperam S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates

It's been a pretty great week for Aperam S.A. ( AMS:APAM ) shareholders, with its shares surging 17% to €42.70 in the...
分析記事 Feb 09

Aperam (AMS:APAM) Is Paying Out A Dividend Of €0.425

The board of Aperam S.A. ( AMS:APAM ) has announced that it will pay a dividend of €0.425 per share on the 19th of...
ナラティブの更新 Feb 08

APAM: New Alloys And Mixed Ratings Will Support Future Upside Potential

Aperam's analyst fair value estimate has been raised from €42.00 to about €54.47. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E as key drivers of the change.
ナラティブの更新 Jan 25

APAM: Product Advances And Leadership Transition Will Shape Balanced Medium Term Outlook

Aperam's analyst price target has been raised from about €31.70 to roughly €35.35, as analysts factor in updated fair value estimates and refreshed assumptions on discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent research on Aperam shows a mix of optimism and caution, with adjustments to price targets and ratings reflecting different views on how well the company can execute against its current valuation.
ナラティブの更新 Jan 10

APAM: New Alloy And Repriced Expectations Will Support Future Upside Potential

Aperam's updated analyst price target edges lower to €30.80 as analysts temper assumptions on revenue growth, profit margins and future P/E. This is reflected in recent target cuts while they maintain a broadly cautious stance.
分析記事 Jan 07

Aperam S.A.'s (AMS:APAM) Intrinsic Value Is Potentially 67% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Aperam fair value estimate is €57.35 Aperam's €34.30 share...
ナラティブの更新 Dec 15

APAM: Margin Expansion And New Alloy Are Expected To Drive Upside

The analyst price target for Aperam has been raised from EUR 37.00 to approximately EUR 41.95, as analysts factor in stronger expected revenue growth and margin expansion, despite recent neutral stance target cuts in broader Street research. Analyst Commentary Despite a series of recent target trims from JPMorgan that reflect near term caution, bullish analysts are increasingly highlighting improving fundamentals and a more supportive pricing backdrop for Aperam.
分析記事 Dec 12

Here's Why Aperam (AMS:APAM) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Dec 01

APAM: Leadership Transition And Margin Trends Will Define Medium-Term Outlook

Aperam's analyst price target has been modestly increased from €31.26 to €31.68, as analysts cite minor improvements in profit margin and a slightly lower discount rate despite recent price target reductions by some firms. Analyst Commentary Recent analyst activity reflects a range of perspectives regarding Aperam's valuation and outlook, with adjustments highlighting both positive and cautious stances.
ナラティブの更新 Nov 17

APAM: Leadership Changes And Industry Conditions Will Shape Medium-Term Performance

Aperam’s analyst price target was adjusted slightly higher to EUR 31.26 from EUR 31.04, as analysts weighed a shift in discount rate and modestly tempered growth expectations. Analyst Commentary Analysts have provided updated insights on Aperam, reflecting evolving views on the company’s valuation and future prospects.
分析記事 Nov 12

Aperam S.A. Just Missed Revenue By 10%: Here's What Analysts Think Will Happen Next

It's been a good week for Aperam S.A. ( AMS:APAM ) shareholders, because the company has just released its latest...
ナラティブの更新 Nov 03

APAM: Recent Leadership Changes And Industry Momentum Will Support Fair Value Outlook

Analysts have maintained their fair value estimate for Aperam at $31.04, citing steady revenue growth projections, with only minor changes in the discount rate and profit margin expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upward adjustments in price targets and see potential for further share appreciation linked to positive industry momentum.
ナラティブの更新 Oct 20

European Carbon Regulations And Renewables Will Support Long-Term Resilience

Aperam's analyst price target has been raised by $0.50 to $31.04. This change reflects improved revenue growth expectations and a slightly higher profit margin as analysts cite positive industry trends and stronger fundamentals.
ナラティブの更新 Oct 05

European Carbon Regulations And Renewables Will Support Long-Term Resilience

Analysts have modestly increased their fair value estimate for Aperam to €30.54 from €29.63. This reflects cautious optimism amid ongoing softness in European stainless markets.
分析記事 Sep 13

Aperam (AMS:APAM) Has Announced A Dividend Of €0.425

Aperam S.A.'s ( AMS:APAM ) investors are due to receive a payment of €0.425 per share on 12th of December. The dividend...
分析記事 Sep 07

Aperam (AMS:APAM) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jul 23

Improved Earnings Required Before Aperam S.A. (AMS:APAM) Shares Find Their Feet

Aperam S.A.'s ( AMS:APAM ) price-to-earnings (or "P/E") ratio of 8.9x might make it look like a strong buy right now...
分析記事 May 30

These 4 Measures Indicate That Aperam (AMS:APAM) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Apr 04

Aperam (AMS:APAM) Is Due To Pay A Dividend Of €0.425

Aperam S.A. ( AMS:APAM ) has announced that it will pay a dividend of €0.425 per share on the 12th of June. The...
分析記事 Mar 26

Little Excitement Around Aperam S.A.'s (AMS:APAM) Earnings

With a price-to-earnings (or "P/E") ratio of 9.9x Aperam S.A. ( AMS:APAM ) may be sending bullish signals at the...
分析記事 Jan 30

Estimating The Intrinsic Value Of Aperam S.A. (AMS:APAM)

Key Insights Aperam's estimated fair value is €31.27 based on 2 Stage Free Cash Flow to Equity Current share price of...
User avatar
新しいナラティブ Jan 16

Acquisition Of Universal Stainless Will Expand Market Reach And Product Offerings

Aperam's strategic moves in Brazil, Europe, and the USA may improve revenue through market expansion, operational stability, and product differentiation.
分析記事 Dec 11

Lacklustre Performance Is Driving Aperam S.A.'s (AMS:APAM) Low P/E

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...
分析記事 Nov 19

Aperam (AMS:APAM) Shareholders Should Be Cautious Despite Solid Earnings

Shareholders were pleased with the recent earnings report from Aperam S.A. ( AMS:APAM ). Despite this, we feel that...
分析記事 Oct 27

Calculating The Fair Value Of Aperam S.A. (AMS:APAM)

Key Insights The projected fair value for Aperam is €30.47 based on 2 Stage Free Cash Flow to Equity Aperam's €25.04...
分析記事 Sep 07

Aperam S.A. (AMS:APAM) Might Not Be As Mispriced As It Looks

It's not a stretch to say that Aperam S.A.'s ( AMS:APAM ) price-to-sales (or "P/S") ratio of 0.3x right now seems quite...
分析記事 Aug 04

Aperam S.A. (AMS:APAM) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Last week saw the newest second-quarter earnings release from Aperam S.A. ( AMS:APAM ), an important milestone in the...
分析記事 Jul 01

Aperam (AMS:APAM) Is Carrying A Fair Bit Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jun 04

Take Care Before Diving Into The Deep End On Aperam S.A. (AMS:APAM)

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Metals and Mining industry in the Netherlands...
分析記事 May 08

Analyst Estimates: Here's What Brokers Think Of Aperam S.A. (AMS:APAM) After Its First-Quarter Report

Shareholders might have noticed that Aperam S.A. ( AMS:APAM ) filed its quarterly result this time last week. The early...
分析記事 Apr 24

It's Unlikely That Aperam S.A.'s (AMS:APAM) CEO Will See A Huge Pay Rise This Year

Key Insights Aperam will host its Annual General Meeting on 30th of April Total pay for CEO Tim Di Maulo includes...
分析記事 Apr 04

Capital Allocation Trends At Aperam (AMS:APAM) Aren't Ideal

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 Feb 16

We Think That There Are More Issues For Aperam (AMS:APAM) Than Just Sluggish Earnings

Aperam S.A.'s ( AMS:APAM ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...

CEO

Sud Sivaji (46 yo)

less than a year
在職期間

Mr. Sudhakar Sivaji is Director of Universal Stainless & Alloy Products, Inc. from January 23, 2025. Mr. Sivaji served as Chief Financial Officer at Aperam S.A. since May 6, 2020 until January 1, 2026 and...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Sudhakar Sivaji
Chief Executive Officerless than a yearデータなしデータなし
Nicolas Changeur
Chief Financial Officerless than a yearデータなしデータなし
Geert Verbeeck
CEO of Electrical Steel Europe & Chief Technology and Information Officer6.2yrsデータなしデータなし
Bert Lyssens
Chief Human Resources Officer & Chief Sustainability Officer11.2yrsデータなしデータなし
Vanisha Mittal Bhatia
Chief Strategy Officer15.2yrsデータなしデータなし
Frederic Mattei
CEO of Alloys & Specialties and Chief Innovation Officer12yrsデータなしデータなし
Frederico Lima
Chief Executive Officer of Stainless and Services & Solutions Europe11.5yrsデータなしデータなし
Jan Hofmann
CEO of Recycling & CEO of Services and Solutions Americasless than a yearデータなしデータなし
Rodrigo Villela
Chief Executive Officer of Aperam South America and Renewablesless than a yearデータなしデータなし
6.2yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: APAMの経営陣は経験豊富で経験豊富です(平均在職期間は6.2年)。


取締役

名称ポジション在職期間報酬所有権
Lakshmi Mittal
Chairman15.5yrs€70.00k0.015%
€ 571.1k
Aditya Mittal
Non-Independent Director15.5yrs€70.00kデータなし
Roberte Kesteman
Independent Director4.1yrs€82.50kデータなし
Alain Kinsch
Non-Executive Independent Director6.1yrs€87.50kデータなし
Timoteo Di Maulo
Directorless than a year€2.53mデータなし
Rosalind Rivaz
Lead Independent Director6.1yrs€85.00kデータなし
Bernadette Baudier
Non-Executive Independent Director7.1yrs€85.00kデータなし
6.1yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: APAMの 取締役会経験豊富 であると考えられます ( 6.1年の平均在任期間)。


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2026/06/08 03:10
終値2026/06/08 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Aperam S.A. 11 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。23

アナリスト機関
Tom ZhangBarclays
Alessandro AbateBerenberg
Tristan GresserBNP Paribas