View ValuationImpact Developer & Contractor 将来の成長Future 基準チェック /06 Impact Developer & Contractorは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Real Estate 収益成長4.1%収益成長率5.0%将来の株主資本利益率4.10%アナリストカバレッジLow最終更新日28 Nov 2025今後の成長に関する最新情報Price Target Changed • Aug 18Price target decreased by 38% to RON4.00Down from RON6.40, the current price target is provided by 1 analyst. New target price is 11% below last closing price of RON4.48. Stock is down 1.3% over the past year. The company posted earnings per share of RON0.50 last year.Price Target Changed • Apr 27Price target increased to RON0.99Up from RON0.12, the current price target is provided by 1 analyst. New target price is 60% above last closing price of RON0.62. Stock is up 22% over the past year.すべての更新を表示Recent updatesBoard Change • Apr 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Interim Independent Non-Executive Director Radu Stanescu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: RON0.68 (vs RON0.50 in FY 2024)Full year 2025 results: EPS: RON0.68 (up from RON0.50 in FY 2024). Revenue: RON331.1m (up 7.4% from FY 2024). Net income: RON80.1m (up 37% from FY 2024). Profit margin: 24% (up from 19% in FY 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Jan 29Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2026Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2026.分析記事 • Nov 23Investors Shouldn't Be Too Comfortable With Impact Developer & Contractor's (BVB:IMP) EarningsImpact Developer & Contractor S.A.'s ( BVB:IMP ) robust earnings report didn't manage to move the market for its stock...Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: RON0.09 (vs RON0.078 loss in 3Q 2024)Third quarter 2025 results: EPS: RON0.09 (up from RON0.078 loss in 3Q 2024). Revenue: RON104.0m (up 161% from 3Q 2024). Net income: RON10.7m (up RON19.9m from 3Q 2024). Profit margin: 10% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 22Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: RON89.7m (up 58% from 2Q 2024). Net income: RON39.2m (up RON43.6m from 2Q 2024). Profit margin: 44% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Price Target Changed • Aug 18Price target decreased by 38% to RON4.00Down from RON6.40, the current price target is provided by 1 analyst. New target price is 11% below last closing price of RON4.48. Stock is down 1.3% over the past year. The company posted earnings per share of RON0.50 last year.Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non Executive Director Petru Vaduva was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jul 31New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: RON26.0m (US$5.86m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. Market cap is less than US$10m (RON26.0m market cap, or US$5.86m). Minor Risk Large one-off items impacting financial results.分析記事 • Jul 18These 4 Measures Indicate That Impact Developer & Contractor (BVB:IMP) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 06Full year 2024 earnings released: EPS: RON0.025 (vs RON0.007 in FY 2023)Full year 2024 results: EPS: RON0.025 (up from RON0.007 in FY 2023). Revenue: RON308.3m (up 80% from FY 2023). Net income: RON58.7m (up 260% from FY 2023). Profit margin: 19% (up from 9.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RON442.2m (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (RON442.2m market cap, or US$97.0m).分析記事 • Mar 13Impact Developer & Contractor S.A. (BVB:IMP) Held Back By Insufficient Growth Even After Shares Climb 29%Impact Developer & Contractor S.A. ( BVB:IMP ) shares have had a really impressive month, gaining 29% after a shaky...分析記事 • Mar 08Impact Developer & Contractor's (BVB:IMP) Earnings Are Weaker Than They SeemUnsurprisingly, Impact Developer & Contractor S.A.'s ( BVB:IMP ) stock price was strong on the back of its healthy...Reported Earnings • Mar 04Full year 2024 earnings released: EPS: RON0.024 (vs RON0.011 in FY 2023)Full year 2024 results: EPS: RON0.024 (up from RON0.011 in FY 2023). Revenue: RON308.3m (up 80% from FY 2023). Net income: RON57.3m (up 114% from FY 2023). Profit margin: 19% (up from 16% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Feb 19+ 4 more updatesImpact Developer & Contractor S.A. to Report First Half, 2025 Results on Aug 20, 2025Impact Developer & Contractor S.A. announced that they will report first half, 2025 results on Aug 20, 2025お知らせ • Jan 29Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2025Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2025.New Risk • Nov 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RON473.0m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RON473.0m market cap, or US$99.6m).Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: RON39.9m (down 16% from 3Q 2023). Net loss: RON9.23m (down 134% from profit in 3Q 2023).Reported Earnings • Aug 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: RON56.9m (up 51% from 2Q 2023). Net loss: RON4.41m (down 110% from profit in 2Q 2023).分析記事 • Jul 04Does Impact Developer & Contractor (BVB:IMP) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 17First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: RON41.1m (up 89% from 1Q 2023). Net loss: RON7.29m (loss widened 3.1% from 1Q 2023).Reported Earnings • Mar 03Full year 2023 earnings released: EPS: RON0.016 (vs RON0.037 in FY 2022)Full year 2023 results: EPS: RON0.016 (down from RON0.037 in FY 2022). Revenue: RON169.5m (down 23% from FY 2022). Net income: RON37.2m (down 57% from FY 2022). Profit margin: 22% (down from 39% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Feb 12Impact Developer & Contractor S.A. to Report Fiscal Year 2023 Final Results on Apr 30, 2024Impact Developer & Contractor S.A. announced that they will report fiscal year 2023 final results on Apr 30, 2024お知らせ • Feb 10+ 4 more updatesImpact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2024Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2024.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Executive Director & COO Sorin Apostol was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: RON47.5m (down 30% from 3Q 2022). Net income: RON26.8m (up RON25.8m from 3Q 2022). Profit margin: 56% (up from 1.5% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: RON21.8m (down 42% from 1Q 2022). Net loss: RON7.08m (down 217% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.分析記事 • May 16Impact Developer & Contractor (BVB:IMP) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 08Full year 2022 earnings released: EPS: RON0.043 (vs RON0.036 in FY 2021)Full year 2022 results: EPS: RON0.043 (up from RON0.036 in FY 2021). Revenue: RON221.1m (up 60% from FY 2021). Net income: RON100.7m (up 28% from FY 2021). Profit margin: 46% (down from 57% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: RON67.7m (up 67% from 3Q 2021). Net income: RON1.01m (down 90% from 3Q 2021). Profit margin: 1.5% (down from 25% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: RON54.6m (up 82% from 2Q 2021). Net income: RON7.91m (up RON9.37m from 2Q 2021). Profit margin: 14% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.分析記事 • Jul 21These 4 Measures Indicate That Impact Developer & Contractor (BVB:IMP) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jul 15Impact Developer & Contractor S.A. (BVB:IMP) concluded an agreement to acquire 51% stake in R.c.t.i. Company Srl for RON 14.4 million.Impact Developer & Contractor S.A. (BVB:IMP) concluded an agreement to acquire 51% stake in R.c.t.i. Company Srl for RON 14.4 million on July 13, 2022. RCTI Company has approximately RON 95.3 million in turnover and a net profit of over RON 3 million in 2021. The completion of the transaction is conditioned by the Competition Council’s approval.Reported Earnings • May 19First quarter 2022 earnings released: EPS: RON0.004 (vs RON0.001 loss in 1Q 2021)First quarter 2022 results: EPS: RON0.004 (up from RON0.001 loss in 1Q 2021). Revenue: RON37.4m (down 5.4% from 1Q 2021). Net income: RON6.05m (up RON7.35m from 1Q 2021). Profit margin: 16% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Apr 27Price target increased to RON0.99Up from RON0.12, the current price target is provided by 1 analyst. New target price is 60% above last closing price of RON0.62. Stock is up 22% over the past year.Reported Earnings • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: RON138.1m (down 33% from FY 2020). Net income: RON70.3m (down 6.1% from FY 2020). Profit margin: 51% (up from 37% in FY 2020). Revenue was in line with analyst estimates.お知らせ • Jan 06Impact Developer & Contractor S.A. announced that it expects to receive RON 245 million in fundingImpact Developer & Contractor S.A. announced that it will issue 350,000,000 shares at a price of RON 0.70 per share for gross proceeds of RON 245,000,000 on January 4, 2022. The transaction will include participation from qualified investors, as well as a maximum number of 150 individuals or legal entities, including existing shareholders. The transaction is expected to close on January 21, 2021.Reported Earnings • Nov 14Third quarter 2021 earnings releasedThe company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: RON40.6m (down 42% from 3Q 2020). Net income: RON10.3m (up 122% from 3Q 2020). Profit margin: 25% (up from 6.6% in 3Q 2020).Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: RON30.0m (down 31% from 2Q 2020). Net loss: RON1.47m (down 118% from profit in 2Q 2020).分析記事 • Jun 08Here's Why Impact Developer & Contractor (BVB:IMP) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 25Full year 2020 earnings released: EPS RON0.28 (vs RON0.56 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: RON205.3m (up 31% from FY 2019). Net income: RON74.9m (down 52% from FY 2019). Profit margin: 37% (down from 99% in FY 2019). Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 43% per year.お知らせ • Mar 21Impact Developer & Contractor S.A., Annual General Meeting, Apr 21, 2021Impact Developer & Contractor S.A., Annual General Meeting, Apr 21, 2021, at 10:00 E. Europe Standard Time. Location: 1st Floor, Building A of Willbrook Platinum Business & Convention Center, 172-176 Bucuresti-Ploiesti Street, P Bucharest Romania Agenda: To consider the report of the Board of Directors consolidated for the fiscal year 2020; to consider the individual annual financial statements for 2020; to consider the consolidated annual financial statements for 2020; to consider the distribution of the net profit achieved in 2020; to consider the release of liability of the administrators for the fiscal year 2020; to consider the election of 5 members of the Board of Directors, for a term of 4 years; to consider the updating the articles of incorporation; to consider the activity program and approval of the income and expense budget for the year 2021; to consider the remuneration of the members of the Board of Directors and the Chairperson of the Board of Directors; to consider the remuneration policy; to consider the election of the external financial auditor; and to consider the other matters.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to RON2.90, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 14x in the Real Estate industry in Europe. Total returns to shareholders of 213% over the past three years.Is New 90 Day High Low • Mar 15New 90-day high: RON2.52The company is up 39% from a price of RON1.81 on 15 December 2020. Outperformed the Romanian market which is up 12% over the last 90 days. Exceeded the Real Estate industry, which is up 1.0% over the same period.分析記事 • Mar 03These 4 Measures Indicate That Impact Developer & Contractor (BVB:IMP) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Feb 21Full year 2020 earnings released: EPS RON0.28 (vs RON0.56 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: RON207.8m (up 33% from FY 2019). Net income: RON74.0m (down 52% from FY 2019). Profit margin: 36% (down from 99% in FY 2019). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 04New 90-day high: RON1.96The company is up 40% from its price of RON1.40 on 05 November 2020. The Romanian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 8.0% over the same period.分析記事 • Jan 14Are Strong Financial Prospects The Force That Is Driving The Momentum In Impact Developer & Contractor S.A.'s BVB:IMP) Stock?Impact Developer & Contractor (BVB:IMP) has had a great run on the share market with its stock up by a significant 28...Is New 90 Day High Low • Jan 12New 90-day high: RON1.89The company is up 28% from its price of RON1.48 on 14 October 2020. The Romanian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 3.0% over the same period.分析記事 • Dec 23If You Had Bought Impact Developer & Contractor (BVB:IMP) Shares Five Years Ago You'd Have Earned 99% ReturnsGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 26% share price gain to RON1.88, the stock is trading at a trailing P/E ratio of 3.3x, up from the previous P/E ratio of 2.6x. This compares to an average P/E of 13x in the Real Estate industry in Europe. Total returns to shareholders over the past three years are 93%.Is New 90 Day High Low • Dec 09New 90-day high: RON1.54The company is up 3.0% from its price of RON1.50 on 10 September 2020. The Romanian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period.分析記事 • Nov 23Does Impact Developer & Contractor (BVB:IMP) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Oct 26New 90-day low: RON1.40The company is down 7.0% from its price of RON1.50 on 28 July 2020. The Romanian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 5.0% over the same period.Is New 90 Day High Low • Sep 29New 90-day low: RON1.42The company is down 5.0% from its price of RON1.50 on 01 July 2020. The Romanian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 4.0% over the same period.業績と収益の成長予測BVB:IMP - アナリストの将来予測と過去の財務データ ( )RON 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12/31/2028350N/A66N/A112/31/2027319N/A5055112/31/2026290N/A5462112/31/202533175140142N/A9/30/2025451135246241N/A6/30/2025387114229234N/A3/31/202535471170172N/A12/31/202430859149151N/A9/30/2024202-6877108N/A6/30/2024210-31101122N/A3/31/2024191166184N/A12/31/202317116730N/A9/30/2023170134-111-70N/A6/30/2023188108-114-79N/A3/31/202320372-102-65N/A12/31/202221986-90-49N/A9/30/202218486-48-29N/A6/30/202215896-82-36N/A3/31/202213686-99-57N/A12/31/202113879-91-52N/A9/30/202118069-23-1N/A6/30/202120963-5-1N/A3/31/202122273N/AN/AN/A12/31/202020575-9-4N/A9/30/2020192149N/AN/AN/A6/30/2020143147-413N/A3/31/2020129143N/AN/AN/A12/31/2019157154-142N/A9/30/201914239N/AN/AN/A6/30/201914237N/A-43N/A3/31/201913433N/AN/AN/A12/31/201810521N/A-1N/A9/30/20188420N/AN/AN/A6/30/20188439N/A-46N/A3/31/20189845N/A-53N/A12/31/201711251N/A-60N/A9/30/201713840N/AN/AN/A6/30/201716428N/AN/AN/A3/31/201715629N/AN/AN/A12/31/201614730N/A-12N/A12/31/2015110-5N/A1N/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: IMPの予測収益成長が 貯蓄率 ( 6.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: IMPの収益がRO市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: IMPの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: IMPの収益 ( 5% ) RO市場 ( 5.1% ) よりも低い成長が予測されています。高い収益成長: IMPの収益 ( 5% ) 20%よりも低い成長が予測されています。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: IMP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 ( 4.1 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate-management-and-development 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2026/05/07 22:12終値2026/05/07 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Impact Developer & Contractor S.A. 1 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。1 アナリスト機関Ionut GavrisIpopema Securities S.A.
Price Target Changed • Aug 18Price target decreased by 38% to RON4.00Down from RON6.40, the current price target is provided by 1 analyst. New target price is 11% below last closing price of RON4.48. Stock is down 1.3% over the past year. The company posted earnings per share of RON0.50 last year.
Price Target Changed • Apr 27Price target increased to RON0.99Up from RON0.12, the current price target is provided by 1 analyst. New target price is 60% above last closing price of RON0.62. Stock is up 22% over the past year.
Board Change • Apr 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Interim Independent Non-Executive Director Radu Stanescu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: RON0.68 (vs RON0.50 in FY 2024)Full year 2025 results: EPS: RON0.68 (up from RON0.50 in FY 2024). Revenue: RON331.1m (up 7.4% from FY 2024). Net income: RON80.1m (up 37% from FY 2024). Profit margin: 24% (up from 19% in FY 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Jan 29Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2026Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2026.
分析記事 • Nov 23Investors Shouldn't Be Too Comfortable With Impact Developer & Contractor's (BVB:IMP) EarningsImpact Developer & Contractor S.A.'s ( BVB:IMP ) robust earnings report didn't manage to move the market for its stock...
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: RON0.09 (vs RON0.078 loss in 3Q 2024)Third quarter 2025 results: EPS: RON0.09 (up from RON0.078 loss in 3Q 2024). Revenue: RON104.0m (up 161% from 3Q 2024). Net income: RON10.7m (up RON19.9m from 3Q 2024). Profit margin: 10% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 22Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: RON89.7m (up 58% from 2Q 2024). Net income: RON39.2m (up RON43.6m from 2Q 2024). Profit margin: 44% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Price Target Changed • Aug 18Price target decreased by 38% to RON4.00Down from RON6.40, the current price target is provided by 1 analyst. New target price is 11% below last closing price of RON4.48. Stock is down 1.3% over the past year. The company posted earnings per share of RON0.50 last year.
Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non Executive Director Petru Vaduva was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jul 31New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: RON26.0m (US$5.86m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. Market cap is less than US$10m (RON26.0m market cap, or US$5.86m). Minor Risk Large one-off items impacting financial results.
分析記事 • Jul 18These 4 Measures Indicate That Impact Developer & Contractor (BVB:IMP) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 06Full year 2024 earnings released: EPS: RON0.025 (vs RON0.007 in FY 2023)Full year 2024 results: EPS: RON0.025 (up from RON0.007 in FY 2023). Revenue: RON308.3m (up 80% from FY 2023). Net income: RON58.7m (up 260% from FY 2023). Profit margin: 19% (up from 9.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RON442.2m (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (RON442.2m market cap, or US$97.0m).
分析記事 • Mar 13Impact Developer & Contractor S.A. (BVB:IMP) Held Back By Insufficient Growth Even After Shares Climb 29%Impact Developer & Contractor S.A. ( BVB:IMP ) shares have had a really impressive month, gaining 29% after a shaky...
分析記事 • Mar 08Impact Developer & Contractor's (BVB:IMP) Earnings Are Weaker Than They SeemUnsurprisingly, Impact Developer & Contractor S.A.'s ( BVB:IMP ) stock price was strong on the back of its healthy...
Reported Earnings • Mar 04Full year 2024 earnings released: EPS: RON0.024 (vs RON0.011 in FY 2023)Full year 2024 results: EPS: RON0.024 (up from RON0.011 in FY 2023). Revenue: RON308.3m (up 80% from FY 2023). Net income: RON57.3m (up 114% from FY 2023). Profit margin: 19% (up from 16% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 19+ 4 more updatesImpact Developer & Contractor S.A. to Report First Half, 2025 Results on Aug 20, 2025Impact Developer & Contractor S.A. announced that they will report first half, 2025 results on Aug 20, 2025
お知らせ • Jan 29Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2025Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2025.
New Risk • Nov 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RON473.0m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RON473.0m market cap, or US$99.6m).
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: RON39.9m (down 16% from 3Q 2023). Net loss: RON9.23m (down 134% from profit in 3Q 2023).
Reported Earnings • Aug 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: RON56.9m (up 51% from 2Q 2023). Net loss: RON4.41m (down 110% from profit in 2Q 2023).
分析記事 • Jul 04Does Impact Developer & Contractor (BVB:IMP) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 17First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: RON41.1m (up 89% from 1Q 2023). Net loss: RON7.29m (loss widened 3.1% from 1Q 2023).
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: RON0.016 (vs RON0.037 in FY 2022)Full year 2023 results: EPS: RON0.016 (down from RON0.037 in FY 2022). Revenue: RON169.5m (down 23% from FY 2022). Net income: RON37.2m (down 57% from FY 2022). Profit margin: 22% (down from 39% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Feb 12Impact Developer & Contractor S.A. to Report Fiscal Year 2023 Final Results on Apr 30, 2024Impact Developer & Contractor S.A. announced that they will report fiscal year 2023 final results on Apr 30, 2024
お知らせ • Feb 10+ 4 more updatesImpact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2024Impact Developer & Contractor S.A., Annual General Meeting, Apr 29, 2024.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Executive Director & COO Sorin Apostol was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: RON47.5m (down 30% from 3Q 2022). Net income: RON26.8m (up RON25.8m from 3Q 2022). Profit margin: 56% (up from 1.5% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: RON21.8m (down 42% from 1Q 2022). Net loss: RON7.08m (down 217% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
分析記事 • May 16Impact Developer & Contractor (BVB:IMP) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: RON0.043 (vs RON0.036 in FY 2021)Full year 2022 results: EPS: RON0.043 (up from RON0.036 in FY 2021). Revenue: RON221.1m (up 60% from FY 2021). Net income: RON100.7m (up 28% from FY 2021). Profit margin: 46% (down from 57% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: RON67.7m (up 67% from 3Q 2021). Net income: RON1.01m (down 90% from 3Q 2021). Profit margin: 1.5% (down from 25% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: RON54.6m (up 82% from 2Q 2021). Net income: RON7.91m (up RON9.37m from 2Q 2021). Profit margin: 14% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
分析記事 • Jul 21These 4 Measures Indicate That Impact Developer & Contractor (BVB:IMP) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jul 15Impact Developer & Contractor S.A. (BVB:IMP) concluded an agreement to acquire 51% stake in R.c.t.i. Company Srl for RON 14.4 million.Impact Developer & Contractor S.A. (BVB:IMP) concluded an agreement to acquire 51% stake in R.c.t.i. Company Srl for RON 14.4 million on July 13, 2022. RCTI Company has approximately RON 95.3 million in turnover and a net profit of over RON 3 million in 2021. The completion of the transaction is conditioned by the Competition Council’s approval.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: RON0.004 (vs RON0.001 loss in 1Q 2021)First quarter 2022 results: EPS: RON0.004 (up from RON0.001 loss in 1Q 2021). Revenue: RON37.4m (down 5.4% from 1Q 2021). Net income: RON6.05m (up RON7.35m from 1Q 2021). Profit margin: 16% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Apr 27Price target increased to RON0.99Up from RON0.12, the current price target is provided by 1 analyst. New target price is 60% above last closing price of RON0.62. Stock is up 22% over the past year.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: RON138.1m (down 33% from FY 2020). Net income: RON70.3m (down 6.1% from FY 2020). Profit margin: 51% (up from 37% in FY 2020). Revenue was in line with analyst estimates.
お知らせ • Jan 06Impact Developer & Contractor S.A. announced that it expects to receive RON 245 million in fundingImpact Developer & Contractor S.A. announced that it will issue 350,000,000 shares at a price of RON 0.70 per share for gross proceeds of RON 245,000,000 on January 4, 2022. The transaction will include participation from qualified investors, as well as a maximum number of 150 individuals or legal entities, including existing shareholders. The transaction is expected to close on January 21, 2021.
Reported Earnings • Nov 14Third quarter 2021 earnings releasedThe company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: RON40.6m (down 42% from 3Q 2020). Net income: RON10.3m (up 122% from 3Q 2020). Profit margin: 25% (up from 6.6% in 3Q 2020).
Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: RON30.0m (down 31% from 2Q 2020). Net loss: RON1.47m (down 118% from profit in 2Q 2020).
分析記事 • Jun 08Here's Why Impact Developer & Contractor (BVB:IMP) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 25Full year 2020 earnings released: EPS RON0.28 (vs RON0.56 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: RON205.3m (up 31% from FY 2019). Net income: RON74.9m (down 52% from FY 2019). Profit margin: 37% (down from 99% in FY 2019). Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 43% per year.
お知らせ • Mar 21Impact Developer & Contractor S.A., Annual General Meeting, Apr 21, 2021Impact Developer & Contractor S.A., Annual General Meeting, Apr 21, 2021, at 10:00 E. Europe Standard Time. Location: 1st Floor, Building A of Willbrook Platinum Business & Convention Center, 172-176 Bucuresti-Ploiesti Street, P Bucharest Romania Agenda: To consider the report of the Board of Directors consolidated for the fiscal year 2020; to consider the individual annual financial statements for 2020; to consider the consolidated annual financial statements for 2020; to consider the distribution of the net profit achieved in 2020; to consider the release of liability of the administrators for the fiscal year 2020; to consider the election of 5 members of the Board of Directors, for a term of 4 years; to consider the updating the articles of incorporation; to consider the activity program and approval of the income and expense budget for the year 2021; to consider the remuneration of the members of the Board of Directors and the Chairperson of the Board of Directors; to consider the remuneration policy; to consider the election of the external financial auditor; and to consider the other matters.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to RON2.90, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 14x in the Real Estate industry in Europe. Total returns to shareholders of 213% over the past three years.
Is New 90 Day High Low • Mar 15New 90-day high: RON2.52The company is up 39% from a price of RON1.81 on 15 December 2020. Outperformed the Romanian market which is up 12% over the last 90 days. Exceeded the Real Estate industry, which is up 1.0% over the same period.
分析記事 • Mar 03These 4 Measures Indicate That Impact Developer & Contractor (BVB:IMP) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Feb 21Full year 2020 earnings released: EPS RON0.28 (vs RON0.56 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: RON207.8m (up 33% from FY 2019). Net income: RON74.0m (down 52% from FY 2019). Profit margin: 36% (down from 99% in FY 2019). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 04New 90-day high: RON1.96The company is up 40% from its price of RON1.40 on 05 November 2020. The Romanian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 8.0% over the same period.
分析記事 • Jan 14Are Strong Financial Prospects The Force That Is Driving The Momentum In Impact Developer & Contractor S.A.'s BVB:IMP) Stock?Impact Developer & Contractor (BVB:IMP) has had a great run on the share market with its stock up by a significant 28...
Is New 90 Day High Low • Jan 12New 90-day high: RON1.89The company is up 28% from its price of RON1.48 on 14 October 2020. The Romanian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 3.0% over the same period.
分析記事 • Dec 23If You Had Bought Impact Developer & Contractor (BVB:IMP) Shares Five Years Ago You'd Have Earned 99% ReturnsGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 26% share price gain to RON1.88, the stock is trading at a trailing P/E ratio of 3.3x, up from the previous P/E ratio of 2.6x. This compares to an average P/E of 13x in the Real Estate industry in Europe. Total returns to shareholders over the past three years are 93%.
Is New 90 Day High Low • Dec 09New 90-day high: RON1.54The company is up 3.0% from its price of RON1.50 on 10 September 2020. The Romanian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period.
分析記事 • Nov 23Does Impact Developer & Contractor (BVB:IMP) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Oct 26New 90-day low: RON1.40The company is down 7.0% from its price of RON1.50 on 28 July 2020. The Romanian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Sep 29New 90-day low: RON1.42The company is down 5.0% from its price of RON1.50 on 01 July 2020. The Romanian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 4.0% over the same period.