View ValuationIMCD 향후 성장Future 기준 점검 2/6IMCD (는) 각각 연간 10.4% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.2% 로 예상됩니다.핵심 정보10.4%이익 성장률9.97%EPS 성장률Trade Distributors 이익 성장13.5%매출 성장률4.6%향후 자기자본이익률14.21%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 06IMCD N.V. to Report Q1, 2027 Results on Apr 29, 2027IMCD N.V. announced that they will report Q1, 2027 results on Apr 29, 2027공시 • May 03IMCD N.V. Approves Cash Dividend, Payable on 8 May 2026IMCD N.V., at the AGM held on April 30, 2026 approved cash dividend of EUR 1.81 per share. Ex-dividend date is 5 May 2026. Dividend record date is 6 May 2026. Dividend payment date is 8 May 2026.Upcoming Dividend • Apr 28Upcoming dividend of €1.81 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Austrian dividend payers (3.9%). Lower than average of industry peers (2.3%).공시 • Apr 17+ 3 more updatesIMCD N.V. to Report Nine Months, 2027 Results on Nov 04, 2027IMCD N.V. announced that they will report nine months, 2027 results on Nov 04, 2027Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €84.38, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €166 per share.공시 • Feb 21IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited on February 20, 2026. Through the integration of Willows Ingredients’ supplier partnerships, IMCD will broaden its portfolio and market access to customers throughout Ireland and the UK. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2026.Declared Dividend • Feb 20Dividend reduced to €1.81Dividend of €1.81 is 16% lower than last year. Ex-date: 5th May 2026 Payment date: 8th May 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €3.69 (vs €4.86 in FY 2024)Full year 2025 results: EPS: €3.69 (down from €4.86 in FY 2024). Revenue: €4.81b (up 1.2% from FY 2024). Net income: €217.6m (down 22% from FY 2024). Profit margin: 4.5% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공시 • Feb 18IMCD N.V. Proposes Dividend for the Year 2025IMCD N.V. proposed dividend of EUR 1.81 in cash per share (2024: EUR 2.15) for the year 2025.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €90.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Trade Distributors industry in Europe. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €149 per share.공시 • Dec 13IMCD N.V. Announces Chief Financial Officer ChangesIMCD N.V. announced that its Supervisory Board nominates Floris Lagerwerf to become Chief Financial Officer (CFO) of IMCD as of January 2027. Floris will succeed Hans Kooijmans, who has decided to retire as per the end of December 2026. Floris started his career as external auditor in 2006, and he joined IMCD in its Rotterdam headquarters in 2016 as Group Controller. In 2021 he became Finance & Operations Director at IMCD Switzerland, and since January 2023, serves as Vice-President Finance & Operations for the Americas region. As of January 1, 2026, Floris will be Vice-President Finance & Operations EMEA and Industrial Business Groups. Hans Kooijmans will remain CFO of IMCD until the end of 2026 and will support Floris towards the transition in 2027.공시 • Nov 07+ 1 more updateIMCD N.V. to Report First Half, 2026 Results on Jul 29, 2026IMCD N.V. announced that they will report first half, 2026 results on Jul 29, 2026공시 • Oct 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp. on October 16, 2025. For the period ending December 31, 2024, Dong Yang FT Corp. reported total revenue of KRW 55.3 billion. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the first quarter of 2026.공시 • Aug 27IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa on August 27, 2025. In 2024, Tillmanns reported annual revenues of ca. €143 million. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the fourth quarter of 2025. Domenico Colella and Pietro Masi of Orsingher Ortu Avvocati Associati acted as legal advisor for IMCD N.V. (ENXTAM:IMCD). Ethica Holding S.p.A. acted as financial advisor for the shareholders of Tillmanns Spa. Massimo Di Terlizzi, Graziana Toscano, Giorgio Recine, and Costanza Ceruti of Studio Pirola Pennuto Zei & Associati acted as legal advisor for the shareholders of Tillmanns Spa. For strategic and tax matters, Tillmanns and its partner were supported by Stefano Cesati of Studio Pirola Pennuto Zei & Associati.공시 • Aug 01+ 2 more updatesIMCD N.V. to Report Q1, 2026 Results on Apr 30, 2026IMCD N.V. announced that they will report Q1, 2026 results on Apr 30, 2026공시 • Jul 31IMCD N.V., Annual General Meeting, Apr 30, 2026IMCD N.V., Annual General Meeting, Apr 30, 2026.공시 • Jun 30IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA on June 30, 2025. The terms of the transaction are undisclosed. For the period ending December 31, 2024, Apus Química SpA reported total revenue of approximately €15 million. The transaction is subject to customary closing conditions and is expected to close in July 2025.공시 • Jun 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa on June 6, 2025. For the period ending December 31, 2024, Ferrer Alimentacion Sa reported total revenue of €112 million. The transaction is subject to customary closing conditions and is expected to close in June 2025.공시 • Mar 06IMCD N.V. announces Annual dividend, payable on May 06, 2025IMCD N.V. announced Annual dividend of EUR 2.1500 per share payable on May 06, 2025, ex-date on April 29, 2025 and record date on April 30, 2025.공시 • Nov 14IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million.IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million. Security Name: Ordinary Shares Security Type: Common StockBuy Or Sell Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to €142. The fair value is estimated to be €181, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.공시 • Nov 09+ 3 more updatesIMCD N.V. to Report Q1, 2025 Results on Apr 25, 2025IMCD N.V. announced that they will report Q1, 2025 results on Apr 25, 2025공시 • Oct 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Blumos Group.IMCD N.V. (ENXTAM:IMCD) has signed an agreement to acquire Blumos Group on October 17, 2024. The transaction is subject to customary regulatory closing conditions. The expected completion of the transaction is in the fourth quarter of 2024.Buy Or Sell Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to €136. The fair value is estimated to be €170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.Reported Earnings • Aug 04First half 2024 earnings released: EPS: €2.48 (vs €2.68 in 1H 2023)First half 2024 results: EPS: €2.48 (down from €2.68 in 1H 2023). Revenue: €2.39b (up 4.2% from 1H 2023). Net income: €141.3m (down 7.5% from 1H 2023). Profit margin: 5.9% (down from 6.6% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe.공시 • Aug 03IMCD N.V., Annual General Meeting, Apr 25, 2025IMCD N.V., Annual General Meeting, Apr 25, 2025.공시 • May 16IMCD N.V. Approves Dividend for the Year 2023, Payable on 21 May 2024IMCD N.V. announced that at its AGM held on May 14, 2024, approved the dividend proposal of EUR 2.24 per share in cash. Ex-dividend date is on 16 May 2024. Dividend record date is on 17 May 2024. Dividend payment date is on 21 May 2024.Upcoming Dividend • May 09Upcoming dividend of €2.24 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Austrian dividend payers (5.9%). Lower than average of industry peers (2.1%).Reported Earnings • Mar 04Full year 2023 earnings released: EPS: €5.14 (vs €5.50 in FY 2022)Full year 2023 results: EPS: €5.14 (down from €5.50 in FY 2022). Revenue: €4.46b (down 3.4% from FY 2022). Net income: €292.3m (down 6.6% from FY 2022). Profit margin: 6.5% (down from 6.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe.공시 • Mar 03IMCD N.V. to Report Q1, 2024 Results on Apr 26, 2024IMCD N.V. announced that they will report Q1, 2024 results on Apr 26, 2024공시 • Jan 10IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited.IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024. IMCD N.V. (ENXTAM:IMCD) will acquire the remaining 30% stake in Valuetree Ingredients Private Limited in 2025. The founders of Valuetree will continue to lead the company post-completion of this first tranche. For the financial year ended on March 31, 2023 Valuetree Ingredients Private Limited generated revenue of approximately INR 4.4 billion. IMCD N.V. (ENXTAM:IMCD) completed the acquisition of 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024.Buying Opportunity • Dec 05Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be €176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 5.8% per annum over the same time period.공시 • Nov 30IMCD Appoints Dorthe Mikkelsen as Member of the Supervisory BoardIMCD N.V. announced that Mrs. Dorthe Mikkelsen has been appointed as member of the Supervisory Board at the Extraordinary General Meeting of IMCD N.V. held on 27 November 2023.공시 • Sep 05IMCD N.V. to Report First Half, 2024 Results on Aug 02, 2024IMCD N.V. announced that they will report first half, 2024 results on Aug 02, 2024Buying Opportunity • Aug 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be €162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.Reported Earnings • Aug 06First half 2023 earnings released: EPS: €2.68 (vs €3.11 in 1H 2022)First half 2023 results: EPS: €2.68 (down from €3.11 in 1H 2022). Revenue: €2.30b (down 1.3% from 1H 2022). Net income: €152.7m (down 14% from 1H 2022). Profit margin: 6.6% (down from 7.6% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe.공시 • Aug 05+ 2 more updatesIMCD N.V. to Report Q1, 2024 Results on Apr 26, 2024IMCD N.V. announced that they will report Q1, 2024 results on Apr 26, 2024공시 • Aug 02IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc. on August 1, 2023. Sachs Chemical, Inc. generated a revenue of approximately $50 million in 2022. IMCD welcomes Sachs’ 38 employees to its local organization. The closing of the transaction is subject to customary closing conditions and is expected to take place in August 2023.공시 • Jun 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group on June 16, 2023. IMCD will acquire Brylchem Pte Ltd, Chemipac Pte Ltd, and CMS Marketing Trading Co., Ltd. Brylchem Group achieved a revenue of approximately SGD 85 million in 2022. The transaction is expected to be completed in the fourth quarter of 2023, subject to customary closing conditions.공시 • May 19IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd. on May 19, 2023. In this transaction, IMCD will also acquire Euro Chemo-Pharma's wholly owned subsidiary, Biofresh Green Sdn Bhd. Euro Chemo-Pharma has reported revenue of approximately MYR 270 million during financial year ended on June 30, 2022. The closing of the transaction is subject to customary closing conditions. The transaction is expected to take place in the last quarter of 2023.공시 • May 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd on May 5, 2023. KOI Products has generated a revenue of above €8 million in financial year 2022 and adds 13 employees to the IMCD Israel team. The closing of the transaction is subject to customary closing conditions and is expected to take place in June 2023.공시 • Feb 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd on February 16, 2023. CPS Oil-Tech generated a revenue of approximately ZAR 228 million in the financial year that ended on February 28, 2022. The company represents leading global suppliers and serves a large group of customers with an extensive portfolio of products alongside commercial and technical support. Joining forces with CPS Oil-Tech will enable IMCD South Africa to offer its customers an increased product offering, through the valued strategic principals that CPS Oil-Tech, already represents. The closing of the transaction is subject to customary closing conditions and regulatory approval and is expected to take place in the second quarter of 2023.이익 및 매출 성장 예측WBAG:IMCD - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,589300411431912/31/20275,2962763954151212/31/20265,1032483634141112/31/20254,805218302322N/A9/30/20254,822242258281N/A6/30/20254,839267214240N/A3/31/20254,793272233260N/A12/31/20244,747278253279N/A9/30/20244,653280307337N/A6/30/20244,559281361395N/A3/31/20244,511287372407N/A12/31/20234,463292383420N/A9/30/20234,527290386418N/A6/30/20234,590289390416N/A3/31/20234,606301334358N/A12/31/20224,622313278299N/A9/30/20224,357296213232N/A6/30/20224,091279149165N/A3/31/20223,772243163181N/A12/31/20213,453207178196N/A9/30/20213,257184211229N/A6/30/20213,060162244262N/A3/31/20212,924141229247N/A12/31/20202,787120214232N/A9/30/20202,752114183203N/A6/30/20202,717108152173N/A3/31/20202,711108154174N/A12/31/20192,705108156174N/A9/30/20192,670109N/A157N/A6/30/20192,636111N/A139N/A3/31/20192,512105N/A127N/A12/31/20182,389100N/A114N/A9/30/20182,26094N/A102N/A6/30/20182,13188N/A90N/A3/31/20182,02283N/A102N/A12/31/20171,91277N/A114N/A9/30/20171,84077N/A112N/A6/30/20171,76876N/A110N/A3/31/20171,74375N/A105N/A12/31/20161,71873N/A100N/A9/30/20161,70671N/A102N/A6/30/20161,69369N/A104N/A3/31/20161,61565N/A95N/A12/31/20151,53762N/A86N/A9/30/20151,46557N/A79N/A6/30/20151,39253N/A71N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: IMCD 의 연간 예상 수익 증가율(10.4%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: IMCD 의 연간 수익(10.4%)이 Austrian 시장(11.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: IMCD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: IMCD 의 수익(연간 4.6%)이 Austrian 시장(연간 4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: IMCD 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: IMCD의 자본 수익률은 3년 후 14.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 21:11종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스IMCD N.V.는 23명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gaurav JainBarclaysJames StewartBarclaysAnil ShenoyBarclays20명의 분석가 더 보기
공시 • May 06IMCD N.V. to Report Q1, 2027 Results on Apr 29, 2027IMCD N.V. announced that they will report Q1, 2027 results on Apr 29, 2027
공시 • May 03IMCD N.V. Approves Cash Dividend, Payable on 8 May 2026IMCD N.V., at the AGM held on April 30, 2026 approved cash dividend of EUR 1.81 per share. Ex-dividend date is 5 May 2026. Dividend record date is 6 May 2026. Dividend payment date is 8 May 2026.
Upcoming Dividend • Apr 28Upcoming dividend of €1.81 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Austrian dividend payers (3.9%). Lower than average of industry peers (2.3%).
공시 • Apr 17+ 3 more updatesIMCD N.V. to Report Nine Months, 2027 Results on Nov 04, 2027IMCD N.V. announced that they will report nine months, 2027 results on Nov 04, 2027
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €84.38, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €166 per share.
공시 • Feb 21IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Willows Ingredients Group Limited on February 20, 2026. Through the integration of Willows Ingredients’ supplier partnerships, IMCD will broaden its portfolio and market access to customers throughout Ireland and the UK. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2026.
Declared Dividend • Feb 20Dividend reduced to €1.81Dividend of €1.81 is 16% lower than last year. Ex-date: 5th May 2026 Payment date: 8th May 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €3.69 (vs €4.86 in FY 2024)Full year 2025 results: EPS: €3.69 (down from €4.86 in FY 2024). Revenue: €4.81b (up 1.2% from FY 2024). Net income: €217.6m (down 22% from FY 2024). Profit margin: 4.5% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공시 • Feb 18IMCD N.V. Proposes Dividend for the Year 2025IMCD N.V. proposed dividend of EUR 1.81 in cash per share (2024: EUR 2.15) for the year 2025.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €90.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Trade Distributors industry in Europe. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €149 per share.
공시 • Dec 13IMCD N.V. Announces Chief Financial Officer ChangesIMCD N.V. announced that its Supervisory Board nominates Floris Lagerwerf to become Chief Financial Officer (CFO) of IMCD as of January 2027. Floris will succeed Hans Kooijmans, who has decided to retire as per the end of December 2026. Floris started his career as external auditor in 2006, and he joined IMCD in its Rotterdam headquarters in 2016 as Group Controller. In 2021 he became Finance & Operations Director at IMCD Switzerland, and since January 2023, serves as Vice-President Finance & Operations for the Americas region. As of January 1, 2026, Floris will be Vice-President Finance & Operations EMEA and Industrial Business Groups. Hans Kooijmans will remain CFO of IMCD until the end of 2026 and will support Floris towards the transition in 2027.
공시 • Nov 07+ 1 more updateIMCD N.V. to Report First Half, 2026 Results on Jul 29, 2026IMCD N.V. announced that they will report first half, 2026 results on Jul 29, 2026
공시 • Oct 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Dong Yang FT Corp. on October 16, 2025. For the period ending December 31, 2024, Dong Yang FT Corp. reported total revenue of KRW 55.3 billion. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the first quarter of 2026.
공시 • Aug 27IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Tillmanns Spa on August 27, 2025. In 2024, Tillmanns reported annual revenues of ca. €143 million. The transaction is subject to customary (regulatory) closing conditions and is expected to close in the fourth quarter of 2025. Domenico Colella and Pietro Masi of Orsingher Ortu Avvocati Associati acted as legal advisor for IMCD N.V. (ENXTAM:IMCD). Ethica Holding S.p.A. acted as financial advisor for the shareholders of Tillmanns Spa. Massimo Di Terlizzi, Graziana Toscano, Giorgio Recine, and Costanza Ceruti of Studio Pirola Pennuto Zei & Associati acted as legal advisor for the shareholders of Tillmanns Spa. For strategic and tax matters, Tillmanns and its partner were supported by Stefano Cesati of Studio Pirola Pennuto Zei & Associati.
공시 • Aug 01+ 2 more updatesIMCD N.V. to Report Q1, 2026 Results on Apr 30, 2026IMCD N.V. announced that they will report Q1, 2026 results on Apr 30, 2026
공시 • Jul 31IMCD N.V., Annual General Meeting, Apr 30, 2026IMCD N.V., Annual General Meeting, Apr 30, 2026.
공시 • Jun 30IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Apus Química SpA on June 30, 2025. The terms of the transaction are undisclosed. For the period ending December 31, 2024, Apus Química SpA reported total revenue of approximately €15 million. The transaction is subject to customary closing conditions and is expected to close in July 2025.
공시 • Jun 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Ferrer Alimentacion Sa on June 6, 2025. For the period ending December 31, 2024, Ferrer Alimentacion Sa reported total revenue of €112 million. The transaction is subject to customary closing conditions and is expected to close in June 2025.
공시 • Mar 06IMCD N.V. announces Annual dividend, payable on May 06, 2025IMCD N.V. announced Annual dividend of EUR 2.1500 per share payable on May 06, 2025, ex-date on April 29, 2025 and record date on April 30, 2025.
공시 • Nov 14IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million.IMCD N.V. has filed a Follow-on Equity Offering in the amount of €300 million. Security Name: Ordinary Shares Security Type: Common Stock
Buy Or Sell Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to €142. The fair value is estimated to be €181, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
공시 • Nov 09+ 3 more updatesIMCD N.V. to Report Q1, 2025 Results on Apr 25, 2025IMCD N.V. announced that they will report Q1, 2025 results on Apr 25, 2025
공시 • Oct 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Blumos Group.IMCD N.V. (ENXTAM:IMCD) has signed an agreement to acquire Blumos Group on October 17, 2024. The transaction is subject to customary regulatory closing conditions. The expected completion of the transaction is in the fourth quarter of 2024.
Buy Or Sell Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to €136. The fair value is estimated to be €170, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
Reported Earnings • Aug 04First half 2024 earnings released: EPS: €2.48 (vs €2.68 in 1H 2023)First half 2024 results: EPS: €2.48 (down from €2.68 in 1H 2023). Revenue: €2.39b (up 4.2% from 1H 2023). Net income: €141.3m (down 7.5% from 1H 2023). Profit margin: 5.9% (down from 6.6% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe.
공시 • Aug 03IMCD N.V., Annual General Meeting, Apr 25, 2025IMCD N.V., Annual General Meeting, Apr 25, 2025.
공시 • May 16IMCD N.V. Approves Dividend for the Year 2023, Payable on 21 May 2024IMCD N.V. announced that at its AGM held on May 14, 2024, approved the dividend proposal of EUR 2.24 per share in cash. Ex-dividend date is on 16 May 2024. Dividend record date is on 17 May 2024. Dividend payment date is on 21 May 2024.
Upcoming Dividend • May 09Upcoming dividend of €2.24 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Austrian dividend payers (5.9%). Lower than average of industry peers (2.1%).
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: €5.14 (vs €5.50 in FY 2022)Full year 2023 results: EPS: €5.14 (down from €5.50 in FY 2022). Revenue: €4.46b (down 3.4% from FY 2022). Net income: €292.3m (down 6.6% from FY 2022). Profit margin: 6.5% (down from 6.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe.
공시 • Mar 03IMCD N.V. to Report Q1, 2024 Results on Apr 26, 2024IMCD N.V. announced that they will report Q1, 2024 results on Apr 26, 2024
공시 • Jan 10IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited.IMCD N.V. (ENXTAM:IMCD) acquired 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024. IMCD N.V. (ENXTAM:IMCD) will acquire the remaining 30% stake in Valuetree Ingredients Private Limited in 2025. The founders of Valuetree will continue to lead the company post-completion of this first tranche. For the financial year ended on March 31, 2023 Valuetree Ingredients Private Limited generated revenue of approximately INR 4.4 billion. IMCD N.V. (ENXTAM:IMCD) completed the acquisition of 70% stake in Valuetree Ingredients Private Limited from the founders of Valuetree Ingredients Private Limited on January 10, 2024.
Buying Opportunity • Dec 05Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be €176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 5.8% per annum over the same time period.
공시 • Nov 30IMCD Appoints Dorthe Mikkelsen as Member of the Supervisory BoardIMCD N.V. announced that Mrs. Dorthe Mikkelsen has been appointed as member of the Supervisory Board at the Extraordinary General Meeting of IMCD N.V. held on 27 November 2023.
공시 • Sep 05IMCD N.V. to Report First Half, 2024 Results on Aug 02, 2024IMCD N.V. announced that they will report first half, 2024 results on Aug 02, 2024
Buying Opportunity • Aug 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be €162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.
Reported Earnings • Aug 06First half 2023 earnings released: EPS: €2.68 (vs €3.11 in 1H 2022)First half 2023 results: EPS: €2.68 (down from €3.11 in 1H 2022). Revenue: €2.30b (down 1.3% from 1H 2022). Net income: €152.7m (down 14% from 1H 2022). Profit margin: 6.6% (down from 7.6% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe.
공시 • Aug 05+ 2 more updatesIMCD N.V. to Report Q1, 2024 Results on Apr 26, 2024IMCD N.V. announced that they will report Q1, 2024 results on Apr 26, 2024
공시 • Aug 02IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Sachs Chemical, Inc. on August 1, 2023. Sachs Chemical, Inc. generated a revenue of approximately $50 million in 2022. IMCD welcomes Sachs’ 38 employees to its local organization. The closing of the transaction is subject to customary closing conditions and is expected to take place in August 2023.
공시 • Jun 17IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group.IMCD N.V. (ENXTAM:IMCD) agreed to acquire Brylchem Group on June 16, 2023. IMCD will acquire Brylchem Pte Ltd, Chemipac Pte Ltd, and CMS Marketing Trading Co., Ltd. Brylchem Group achieved a revenue of approximately SGD 85 million in 2022. The transaction is expected to be completed in the fourth quarter of 2023, subject to customary closing conditions.
공시 • May 19IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Euro Chemo-Pharma Sdn. Bhd. on May 19, 2023. In this transaction, IMCD will also acquire Euro Chemo-Pharma's wholly owned subsidiary, Biofresh Green Sdn Bhd. Euro Chemo-Pharma has reported revenue of approximately MYR 270 million during financial year ended on June 30, 2022. The closing of the transaction is subject to customary closing conditions. The transaction is expected to take place in the last quarter of 2023.
공시 • May 06IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire Koi Products Solutions & Engineering Ltd on May 5, 2023. KOI Products has generated a revenue of above €8 million in financial year 2022 and adds 13 employees to the IMCD Israel team. The closing of the transaction is subject to customary closing conditions and is expected to take place in June 2023.
공시 • Feb 17IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd.IMCD N.V. (ENXTAM:IMCD) signed an agreement to acquire CPS Chemical Oil-Tech (Pty) Ltd on February 16, 2023. CPS Oil-Tech generated a revenue of approximately ZAR 228 million in the financial year that ended on February 28, 2022. The company represents leading global suppliers and serves a large group of customers with an extensive portfolio of products alongside commercial and technical support. Joining forces with CPS Oil-Tech will enable IMCD South Africa to offer its customers an increased product offering, through the valued strategic principals that CPS Oil-Tech, already represents. The closing of the transaction is subject to customary closing conditions and regulatory approval and is expected to take place in the second quarter of 2023.