View Future GrowthAcron 過去の業績過去 基準チェック /36Acronの過去数年間の業績に関するデータが不十分です。主要情報n/a収益成長率n/aEPS成長率Chemicals 業界の成長31.77%収益成長率53.62%株主資本利益率51.62%ネット・マージン34.06%前回の決算情報30 Sep 2021最近の業績更新Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021お知らせ • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020すべての更新を表示Recent updatesお知らせ • Apr 24Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025. Location: lomonosov street, house 22a, veliky novgorod Russiaお知らせ • May 23Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024. Post completion, Public Joint Stock Company Acron (MISX:AKRN) holds 90% in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) completed the acquisition of additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024.お知らせ • Apr 09Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024.お知らせ • May 28Acron Announces Cancellation of SecuritiesAt the request of Public Joint Stock Company Acron, securities (Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Regulation S) and Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Rule 144A)) have been cancelled from admission to trading on London Stock Exchange with effect from May 27, 2022 at 08:00.お知らせ • May 19Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Mar 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽12,854, the stock trades at a trailing P/E ratio of 8.1x. Average forward P/E is 15x in the Chemicals industry in Russia. Total returns to shareholders of 238% over the past three years.お知らせ • Feb 05Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4).Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4) on February 4, 2022. Petrobras clarifies that the signing of the sales contract still depends on Petrobras governance procedures, after governmental approvals.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₽14,490, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 285% over the past three years.お知らせ • Feb 04Acron Board of Directors Issues Recommendation on Dividend AmountAcron Board of Directors meeting issued a recommendation to the extraordinary general meeting to be held as absentee voting on 25 February 2022, to pay (declare) cash dividends of RUB 240 per Acron outstanding ordinary share from retained earnings for previous years. The Company will allocate a total of RUB 8,822 million for dividend payment. The Board of Directors proposed to set a record date for 9 March 2022.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₽14,716, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Chemicals industry in Europe. Total returns to shareholders of 278% over the past three years.Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₽12,608, the stock trades at a trailing P/E ratio of 13.8x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 222% over the past three years.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽8,170, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 110% over the past three years.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 18Public Joint Stock Company Acron (MISX:AKRN) announces an Equity Buyback for 4,053,400 shares, for RUB 24,500 million.Public Joint Stock Company Acron (MISX:AKRN) announces a share repurchase program. Under the program, the company will repurchase up to 4,053,400 shares, for RUB 24,500 million. The shares will be repurchased at a price of RUB 6,050 per share. If the shares are oversubscribed, the company will prorate the number of shares accepted for payment. The program is valid till August 6, 2021.Executive Departure • Jun 02Independent Director has left the companyOn the 28th of May, Vladimir Sister's tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Vladimir's name. Vladimir is the only executive to leave the company over the last 12 months.Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • May 07Public Joint Stock Company Acron Recommends Dividend for the Year 2020Public Joint Stock Company Acron at its AGM to be held on 28 May 2021, recommended distribute Acron’s 2020 net profit as follows: RUB 1,216,020,000 shall be allocated to pay dividends on Acron outstanding ordinary shares. RUB 4,469,524,499 shall remain undistributed. Pay (declare) dividends on Acron outstanding ordinary shares for 2020 in cash at the rate of thirty roubles (RUB 30) per share. The Board of Directors also recommended setting a record date for persons entitled to dividends for 8 June 2021.Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021Is New 90 Day High Low • Dec 17New 90-day low: ₽5,876The company is down 1.0% from its price of ₽5,928 on 18 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,280 per share.お知らせ • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020Is New 90 Day High Low • Oct 30New 90-day high: ₽6,362The company is up 9.0% from its price of ₽5,816 on 31 July 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,046 per share.Is New 90 Day High Low • Sep 23New 90-day high: ₽6,030The company is up 10.0% from its price of ₽5,490 on 25 June 2020. The Russian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽2,952 per share.お知らせ • Aug 26Public Joint Stock Company Acron to Report First Half, 2020 Results on Aug 28, 2020Public Joint Stock Company Acron announced that they will report first half, 2020 results on Aug 28, 2020お知らせ • Jul 30an unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit.An unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020. As a result of the transaction, Acron sold its 9.1% stake and Potash and holds no shares in Verkhnekamsk Potash, JSC Acronit held 51% stake, after the transaction the holding fell to 50% plus one share in Verkhnekamsk Potash. an unknown buyer completed the acquisition of unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020.収支内訳Acron の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史MISX:AKRN 収益、費用、利益 ( )RUB Millions日付収益収益G+A経費研究開発費30 Sep 21170,99158,23233,768030 Jun 21149,41433,92634,064031 Mar 21130,73724,03831,450031 Dec 20119,8643,31029,822030 Sep 20111,308-2,80531,040030 Jun 20110,7956,09730,056031 Mar 20113,4105,36028,865031 Dec 19114,83524,21929,254030 Sep 19119,89828,22728,705030 Jun 19119,12126,40927,660031 Mar 19113,51616,61226,831031 Dec 18108,06212,76825,190030 Sep 18102,83210,82523,087030 Jun 1896,86614,95121,596031 Mar 1894,31916,71520,365031 Dec 1794,34213,43220,438030 Sep 1791,86313,64419,466030 Jun 1789,3837,43420,034031 Mar 1788,41714,98019,482031 Dec 1689,35927,77819,263030 Sep 1690,08925,94119,050030 Jun 1694,01225,55617,690031 Mar 1689,38123,41216,864031 Dec 1592,01915,90816,4790質の高い収益: AKRNは 高品質の収益 を持っています。利益率の向上: AKRN過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AKRNの過去 5 年間の前年比収益成長率がプラスであったかどうかを判断するにはデータが不十分です。成長の加速: AKRNは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: AKRN昨年収益を上げたため、昨年の収益成長をChemicals業界 ( -1.3% ) と比較することは困難です。株主資本利益率高いROE: AKRNの 自己資本利益率 ( 51.6% ) は 傑出している と考えられます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2022/10/05 14:32終値2022/07/08 00:00収益2021/09/30年間収益2020/12/31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Public Joint Stock Company Acron 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。8 アナリスト機関Eduard FaritovBofA Global ResearchBob KommersDeutsche BankYonah WeiszHSBC5 その他のアナリストを表示
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021
お知らせ • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020
お知らせ • Apr 24Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025. Location: lomonosov street, house 22a, veliky novgorod Russia
お知らせ • May 23Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024. Post completion, Public Joint Stock Company Acron (MISX:AKRN) holds 90% in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) completed the acquisition of additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024.
お知らせ • Apr 09Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024.
お知らせ • May 28Acron Announces Cancellation of SecuritiesAt the request of Public Joint Stock Company Acron, securities (Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Regulation S) and Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Rule 144A)) have been cancelled from admission to trading on London Stock Exchange with effect from May 27, 2022 at 08:00.
お知らせ • May 19Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Mar 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽12,854, the stock trades at a trailing P/E ratio of 8.1x. Average forward P/E is 15x in the Chemicals industry in Russia. Total returns to shareholders of 238% over the past three years.
お知らせ • Feb 05Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4).Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4) on February 4, 2022. Petrobras clarifies that the signing of the sales contract still depends on Petrobras governance procedures, after governmental approvals.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₽14,490, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 285% over the past three years.
お知らせ • Feb 04Acron Board of Directors Issues Recommendation on Dividend AmountAcron Board of Directors meeting issued a recommendation to the extraordinary general meeting to be held as absentee voting on 25 February 2022, to pay (declare) cash dividends of RUB 240 per Acron outstanding ordinary share from retained earnings for previous years. The Company will allocate a total of RUB 8,822 million for dividend payment. The Board of Directors proposed to set a record date for 9 March 2022.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₽14,716, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Chemicals industry in Europe. Total returns to shareholders of 278% over the past three years.
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₽12,608, the stock trades at a trailing P/E ratio of 13.8x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 222% over the past three years.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽8,170, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 110% over the past three years.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 18Public Joint Stock Company Acron (MISX:AKRN) announces an Equity Buyback for 4,053,400 shares, for RUB 24,500 million.Public Joint Stock Company Acron (MISX:AKRN) announces a share repurchase program. Under the program, the company will repurchase up to 4,053,400 shares, for RUB 24,500 million. The shares will be repurchased at a price of RUB 6,050 per share. If the shares are oversubscribed, the company will prorate the number of shares accepted for payment. The program is valid till August 6, 2021.
Executive Departure • Jun 02Independent Director has left the companyOn the 28th of May, Vladimir Sister's tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Vladimir's name. Vladimir is the only executive to leave the company over the last 12 months.
Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • May 07Public Joint Stock Company Acron Recommends Dividend for the Year 2020Public Joint Stock Company Acron at its AGM to be held on 28 May 2021, recommended distribute Acron’s 2020 net profit as follows: RUB 1,216,020,000 shall be allocated to pay dividends on Acron outstanding ordinary shares. RUB 4,469,524,499 shall remain undistributed. Pay (declare) dividends on Acron outstanding ordinary shares for 2020 in cash at the rate of thirty roubles (RUB 30) per share. The Board of Directors also recommended setting a record date for persons entitled to dividends for 8 June 2021.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021
Is New 90 Day High Low • Dec 17New 90-day low: ₽5,876The company is down 1.0% from its price of ₽5,928 on 18 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,280 per share.
お知らせ • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020
Is New 90 Day High Low • Oct 30New 90-day high: ₽6,362The company is up 9.0% from its price of ₽5,816 on 31 July 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,046 per share.
Is New 90 Day High Low • Sep 23New 90-day high: ₽6,030The company is up 10.0% from its price of ₽5,490 on 25 June 2020. The Russian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽2,952 per share.
お知らせ • Aug 26Public Joint Stock Company Acron to Report First Half, 2020 Results on Aug 28, 2020Public Joint Stock Company Acron announced that they will report first half, 2020 results on Aug 28, 2020
お知らせ • Jul 30an unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit.An unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020. As a result of the transaction, Acron sold its 9.1% stake and Potash and holds no shares in Verkhnekamsk Potash, JSC Acronit held 51% stake, after the transaction the holding fell to 50% plus one share in Verkhnekamsk Potash. an unknown buyer completed the acquisition of unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020.