ArcelorMittal S.A.

ENXTAM:MT 株式レポート

時価総額:€44.6b

ArcelorMittal マネジメント

マネジメント 基準チェック /44

ArcelorMittalの CEO はAditya Mittalで、 Feb2021年に任命され、 の在任期間は 5.42年です。 は、会社の株式の0.061%を直接所有しており、その価値は€ 27.40M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と8.1年です。

主要情報

Aditya Mittal

最高経営責任者

US$1.9m

報酬総額

CEO給与比率n/a
CEO在任期間5.4yrs
CEOの所有権0.06%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間8.1yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 25

MT: Cloud Automation And Dividends Will Support A Balanced Medium-Term Outlook

Analysts have made a marginal upward revision to the ArcelorMittal price target to €57.76 from €57.75. This reflects refreshed assumptions for fair value, discount rate and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.
分析記事 Jun 18

ArcelorMittal (ENXTAM:MT) Stock Looks Fully Valued Despite Strong Returns

ArcelorMittal (ENXTAM:MT) is back in focus after a recent valuation screen flagged the stock as significantly overvalued using the GF Value indicator, raising questions about downside risk despite supportive operational signals. See our latest analysis for ArcelorMittal. Despite the recent 4.9% drop linked to concerns about the GF Value indicator, ArcelorMittal’s share price has a 30 day return of 9.92% and a year to date share price return of 45.06%. The 1 year total shareholder return of...
ナラティブの更新 Jun 08

MT: Dividend Strength And Growth Projects Will Support Balanced Future Outlook

Analysts have nudged their price target for ArcelorMittal higher to about €57.75 from roughly €56.46, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Q1 2026 net income of US$575 million and adjusted EPS of US$0.75–US$0.76, with record iron ore production in Liberia and reported improvement in EBITDA margins, according to recent earnings reports.
ナラティブの更新 May 25

MT: Dividend Strength And Capital Returns Will Support Balanced Future Outlook

Analysts have lifted their price target for ArcelorMittal from about €55.03 to approximately €56.46, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E estimates. What's in the News Reported production results for the quarter ended 31 March 2026, with total Group iron ore production of 12.9 million tons, crude steel production of 13.3 million tons and steel shipments of 12.8 million tons, compared with 11.8 million tons of iron ore, 14.8 million tons of crude steel and 13.6 million tons of steel shipments in the same period a year earlier (Key Developments).
分析記事 May 04

Results: ArcelorMittal S.A. Beat Earnings Expectations And Analysts Now Have New Forecasts

Last week, you might have seen that ArcelorMittal S.A. ( AMS:MT ) released its quarterly result to the market. The...
ナラティブの更新 Apr 22

MT: Low Carbon Furnace And Higher Dividend Will Shape Balanced Future Outlook

ArcelorMittal's analyst price target has shifted from €54.13 to €55.03. Analysts cite revised fair value assumptions, a slightly lower discount rate, and updated expectations for revenue growth, profit margins, and future P/E as the key drivers behind this adjustment.
ナラティブの更新 Apr 08

MT: Low Carbon Furnace Build And Higher Dividend Will Support Future Upside

Analysts now estimate a slightly higher fair value for ArcelorMittal, with the updated price target moving to about €54.13 from roughly €54.11. This reflects revised assumptions on discount rate, revenue growth, profit margins and future P/E.
ナラティブの更新 Mar 23

MT: Low Carbon Furnace Investment And Rising Dividend Will Support Future Upside

Analysts have adjusted their ArcelorMittal price target slightly lower from €54.63 to €54.11, reflecting modest changes to assumptions for discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Confirmed construction of a 2 million tonne electric arc furnace at Dunkirk, a €1.3b project supported 50% by Energy Efficiency Certificates and scheduled to start up in 2029.
ナラティブの更新 Mar 07

MT: Low Carbon Projects And Dividend Commitment Will Support Bullish Outlook

Analysts have revised their price target for ArcelorMittal from €51.04 to €54.63, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Plans have been confirmed to build a 2 million tonne electric arc furnace at the Dunkirk site in France.
ナラティブの更新 Feb 21

MT: Steel Cycle Resilience And Capital Returns Will Support Balanced Outlook

Analysts have lifted their ArcelorMittal price target from about €47.02 to roughly €51.04, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that collectively support a higher assessed value. What's in the News ArcelorMittal plans to build a 2 million tonne electric arc furnace at its Dunkirk site in France.
分析記事 Feb 12

Further Upside For ArcelorMittal S.A. (AMS:MT) Shares Could Introduce Price Risks After 34% Bounce

Despite an already strong run, ArcelorMittal S.A. ( AMS:MT ) shares have been powering on, with a gain of 34% in the...
ナラティブの更新 Feb 06

MT: Steel Cycle Resilience And Asset Moves Will Support Balanced Returns

Analysts have raised their price target for ArcelorMittal to approximately €47 from about €43, citing updated assumptions that include an improved profit margin outlook and a slightly lower future P/E multiple. These changes are partially offset by more cautious revenue growth expectations and a modestly higher discount rate.
ナラティブの更新 Jan 23

MT: Renewables Expansion And Asset Sales Will Support Balanced Returns Going Forward

Analysts have lifted their price target on ArcelorMittal to €43.34 from €39.20, citing updated assumptions around slightly lower discount rates, firmer revenue growth, improved profit margins and a marginally adjusted future P/E multiple. What's in the News ArcelorMittal plans three new renewable energy projects in India with a combined 1GW of solar and wind capacity.
ナラティブの更新 Jan 08

MT: Renewable Projects And Buybacks Will Support Balanced Returns Going Forward

Narrative Update: ArcelorMittal Analyst Price Target Analysts now see slightly higher long term value for ArcelorMittal, lifting their fair value estimate from €37.47 to €39.20 as they adjust assumptions around discount rate, revenue growth, profit margins and future P/E. What's in the News ArcelorMittal plans three new renewable energy projects in India with 1 GW of combined solar and wind capacity, taking its total renewable capacity in the country to 2 GW and global capacity to 3.3 GW.
分析記事 Dec 19

Estimating The Intrinsic Value Of ArcelorMittal S.A. (AMS:MT)

Key Insights The projected fair value for ArcelorMittal is €35.65 based on 2 Stage Free Cash Flow to Equity...
ナラティブの更新 Dec 16

MT: Share Buybacks And Iron Ore Output Will Support Balanced Returns Ahead

Narrative Update on ArcelorMittal Analysts have modestly raised their price target on ArcelorMittal by about 1 percent to approximately $37.47. This reflects slightly higher expected profit margins and a marginally richer future earnings multiple, while growth assumptions remain largely unchanged.
ナラティブの更新 Dec 02

MT: Share Buybacks And Iron Ore Output Will Support Measured Returns Ahead

Analysts have raised their price target for ArcelorMittal by approximately $0.69 per share to $37.48, citing marginal improvements in the company's projected fair value, discount rate, revenue growth, and profit margin estimates. What's in the News ArcelorMittal completed the repurchase of 2,000,000 shares, totaling €59.55 million, as part of the buyback program announced in April 2025.
ナラティブの更新 Nov 18

MT: Steady Iron Ore Production And Buybacks Will Drive Measured Financial Progress

Analysts have raised their price target for ArcelorMittal from $34.44 to $36.80, citing modest improvements in profit margin projections and updated valuation assumptions. What's in the News ArcelorMittal completed a share buyback of 2,000,000 shares for €59.55 million, representing 0.26% of shares under the program announced in April 2025 (Key Developments).
分析記事 Nov 14

Concerns Surrounding ArcelorMittal's (AMS:MT) Performance

The market for ArcelorMittal S.A.'s ( AMS:MT ) stock was strong after it released a healthy earnings report last week...
分析記事 Nov 11

ArcelorMittal S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in ArcelorMittal S.A. ( AMS:MT ) had a good week, as its shares rose 2.9% to close at €33.97 following the...
ナラティブの更新 Nov 01

MT: Incremental Margin Improvement And Project Delays Will Shape Medium-Term Market Expectations

Analysts have slightly raised their price target for ArcelorMittal from $33.68 to $34.44. They cite incremental improvements in profit margin and future valuation metrics as key drivers for the update.
ナラティブの更新 Oct 18

Europe Reforms And Green Steel Investments Will Open Markets

Analysts have raised their price target for ArcelorMittal from $31.59 to $33.68, citing a slight improvement in profit margin forecasts and updated valuation assumptions. What's in the News ArcelorMittal announced it will step back from the proposed joint venture with SigmaRoc for developing net-zero CO2 lime kilns in Dunkirk, citing concerns about project execution and permit delays (Key Developments).
ナラティブの更新 Oct 04

Europe Reforms And Green Steel Investments Will Open Markets

Analysts have raised their price target for ArcelorMittal from $30.71 to $31.59, citing moderate improvements in expected revenue growth, which offset a slight dip in profit margin forecasts. What's in the News ArcelorMittal has stepped back from its joint venture with SigmaRoc for developing net-zero CO2 lime kilns in Dunkirk, due to concerns over permitting delays.
分析記事 Aug 26

A Look At The Intrinsic Value Of ArcelorMittal S.A. (AMS:MT)

Key Insights The projected fair value for ArcelorMittal is €32.47 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jul 25

Getting In Cheap On ArcelorMittal S.A. (AMS:MT) Might Be Difficult

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 19x, you may...
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新しいナラティブ Apr 24

Brazil, Mexico And India Projects Will Secure Sustainable Steel Leadership

Completion of strategic projects and acquisitions is expected to enhance revenue, earnings, and cash flow through increased EBITDA and structural earnings.

CEO報酬分析

ArcelorMittal の収益と比較して、Aditya Mittal の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$2mn/a

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$2mn/a

US$1b

Sep 30 2024n/an/a

-US$1b

Jun 30 2024n/an/a

-US$595m

Mar 31 2024n/an/a

US$761m

Dec 31 2023US$2mn/a

US$919m

Sep 30 2023n/an/a

US$4b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$6b

Dec 31 2022US$7mUS$2m

US$9b

Sep 30 2022n/an/a

US$13b

Jun 30 2022n/an/a

US$17b

Mar 31 2022n/an/a

US$17b

Dec 31 2021US$6mUS$2m

US$15b

Sep 30 2021n/an/a

US$12b

Jun 30 2021n/an/a

US$7b

Mar 31 2021n/an/a

US$3b

Dec 31 2020US$4mUS$1m

-US$733m

報酬と市場: Adityaの 総報酬 ($USD 1.92M ) は、 Dutch市場 ($USD 4.05M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Adityaの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Aditya Mittal (50 yo)

5.4yrs
在職期間
US$1,924,000
報酬

Mr. Aditya Mittal serves as Co-founder and Mentor at Arteqin Capital Limited. He is Chairman of AMNS Ports India Limited. He plays an active role in providing the firm direction.Mr. Aditya Mittal is Obser...


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
Lakshmi Mittal
Executive Chairman of the Board29.2yrsUS$1.73m0.086%
€ 38.3m
Aditya Mittal
CEO & Director5.4yrsUS$1.92m0.061%
€ 27.4m
Genuino Jose Christino
Executive VP & CFO5.4yrsデータなしデータなし
Daniel Fairclough
Head of Investor Relations & VP of Corporate Financeno dataデータなしデータなし
Pinakin Chaubal
VP & Chief Technology Officerno dataデータなしデータなし
Henk Scheffer
Group Complianceno dataデータなしデータなし
Nicola Davidson
VP, Head of Corporate Communications & Sustainable Developmentno dataデータなしデータなし
Stephanie Werner-Dietz
Executive VP & Global Head of HR3.8yrsデータなしデータなし
Augustine Kochuparampil
VP & CEO of Long Products Europe13yrsデータなしデータなし
Vijay Goyal
EVP & Regional CEO of Ukraine9.8yrsデータなしデータなし
John Brett
Executive VP & CEO of ArcelorMittal North America5.5yrsデータなしデータなし
Ondra Otradovec
Head of Mergers & Acquisitionno dataデータなしデータなし
5.4yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: MTの経営陣は経験豊富で経験豊富です(平均在職期間は5.4年)。


取締役

名称ポジション在職期間報酬所有権
Lakshmi Mittal
Executive Chairman of the Board29.2yrsUS$1.73m0.086%
€ 38.3m
Aditya Mittal
CEO & Director6.1yrsUS$1.92m0.061%
€ 27.4m
Michel Leon Wurth
Non-Independent Director12.2yrsUS$215.00kデータなし
Patricia Marie Barbizet
Non-Executive Independent Director3.2yrsUS$226.00kデータなし
Karel de Gucht
Independent Non-Executive Director10.2yrsUS$224.00kデータなし
Vanisha Mittal Bhatia
Non-Executive & Non-Independent Director21.6yrsUS$200.00k0.0011%
€ 499.5k
Karyn Ovelmen
Lead Independent Director11.2yrsUS$333.00kデータなし
Etienne Schneider
Independent Non-Executive Director6.1yrsUS$243.00kデータなし
Roy Harvey
Directorless than a yearデータなしデータなし
Clarissa de Lins
Independent Non-Executive Director5.1yrsUS$237.00kデータなし
8.1yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: MTの 取締役会経験豊富 であると考えられます ( 8.1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2026/07/05 18:45
終値2026/07/03 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

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ArcelorMittal S.A. 16 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。44

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