View ValuationLANXESS 향후 성장Future 기준 점검 0/6LANXESS (는) 각각 연간 58.4% 및 3.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 57.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 1.8% 로 예상됩니다.핵심 정보58.4%이익 성장률57.76%EPS 성장률Chemicals 이익 성장20.9%매출 성장률3.3%향후 자기자본이익률1.82%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesUpcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Austrian dividend payers (4.2%). Lower than average of industry peers (3.3%).Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.공시 • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.공시 • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 25Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 24% per year.Reported Earnings • Mar 20Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.Buy Or Sell Opportunity • Jan 21Now 22% overvaluedOver the last 90 days, the stock has fallen 18% to €17.41. The fair value is estimated to be €14.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.Buy Or Sell Opportunity • Jan 06Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to €17.70. The fair value is estimated to be €14.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Buy Or Sell Opportunity • Dec 02Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to €17.81. The fair value is estimated to be €14.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.Reported Earnings • Nov 08Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €20.20. The fair value is estimated to be €25.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.공시 • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (2.6%).Reported Earnings • May 10First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Declared Dividend • May 02Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.8%.공시 • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.공시 • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transactionDeclared Dividend • Mar 23Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 0.3%, which is lower than the industry average of 2.8%.Reported Earnings • Mar 22Full year 2024 earnings released: €2.05 loss per share (vs €9.76 loss in FY 2023)Full year 2024 results: €2.05 loss per share (improved from €9.76 loss in FY 2023). Revenue: €6.37b (down 5.2% from FY 2023). Net loss: €177.0m (loss narrowed 79% from FY 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.공시 • Mar 22LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2025LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.New Risk • Feb 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.03x net interest cover). Share price has been highly volatile over the past 3 months (6.2% average weekly change).공시 • Dec 03+ 3 more updatesLANXESS Aktiengesellschaft to Report Q1, 2025 Results on May 08, 2025LANXESS Aktiengesellschaft announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on May 08, 2025Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: €0.01 (vs €1.52 loss in 3Q 2023)Third quarter 2024 results: EPS: €0.01 (up from €1.52 loss in 3Q 2023). Revenue: €1.60b (flat on 3Q 2023). Net income: €1.00m (up €132.0m from 3Q 2023). Profit margin: 0.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.공시 • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.Reported Earnings • Aug 11Second quarter 2024 earnings released: €0.19 loss per share (vs €1.68 loss in 2Q 2023)Second quarter 2024 results: €0.19 loss per share (improved from €1.68 loss in 2Q 2023). Revenue: €1.68b (down 5.6% from 2Q 2023). Net loss: €16.0m (loss narrowed 89% from 2Q 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.공시 • Jul 10LANXESS Aktiengesellschaft Announces Executive ChangesLanxess Corp. announced Simon Berheide as its new regional CFO for North America. Berheide is a 14-year veteran of Lanxess at its global headquarters in Germany and was most recently head of business development and integration as well as head of global controlling and strategy. He'll be in charge of the financial operation of Lanxess' 28 locations in the U.S., Canada and Mexico. He succeeds Christian Meiners, who is returning to Germany after three years in Pittsburgh to work in Lanxess' Advanced Industrial Intermediates. Berheide has moved as of July 1 to the Pittsburgh region with his family, and he is working with Lanxess' new president and CEO, Frederique van Baarle. Van Baarle took over in October. Berheide, fluent in German and English, had been in a dual degree training program at Bayer and also had an MBA at IE Business School in Spain and the Stern School of Business at New York University.Upcoming Dividend • May 20Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (2.7%).Reported Earnings • May 08First quarter 2024 earnings released: €1.13 loss per share (vs €0.12 profit in 1Q 2023)First quarter 2024 results: €1.13 loss per share (down from €0.12 profit in 1Q 2023). Revenue: €1.61b (down 15% from 1Q 2023). Net loss: €98.0m (down €108.0m from profit in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Declared Dividend • Apr 15Dividend reduced to €0.10Dividend of €0.10 is 90% lower than last year. Ex-date: 27th May 2024 Payment date: 29th May 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.8%.Reported Earnings • Mar 17Full year 2023 earnings released: €9.76 loss per share (vs €2.13 profit in FY 2022)Full year 2023 results: €9.76 loss per share (down from €2.13 profit in FY 2022). Revenue: €6.71b (down 17% from FY 2022). Net loss: €843.0m (down €1.03b from profit in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.공시 • Jan 16Lanxess Reportedly Seeks to Sell Polyurethane OpsLANXESS Aktiengesellschaft (XTRA:LXS) has initiated a process to sell its polyurethane business, which could be valued at between EUR 500 million (USD 547.2 million) and EUR 600 million, German paper Handelsblatt reported on January 15, 2024. The company has engaged Deutsche Bank to search for a buyer, Handelsblatt said, citing people familiar with the matter. Chemical companies such as Evonik Industries AG (XTRA:EVK), Stockmeier, or Plixxent, are considered possible interested parties. With the sale, Lanxess aims to completely exit the plastics market as the company has transformed into a producer of ingredients for food, cosmetics, and pharmaceuticals.New Risk • Dec 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Share price has been highly volatile over the past 3 months (6.1% average weekly change). Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future.Reported Earnings • Nov 10Third quarter 2023 earnings released: €1.52 loss per share (vs €0.97 profit in 3Q 2022)Third quarter 2023 results: €1.52 loss per share (down from €0.97 profit in 3Q 2022). Revenue: €1.60b (down 27% from 3Q 2022). Net loss: €131.0m (down 256% from profit in 3Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.공시 • Nov 07LANXESS Aktiengesellschaft Proposes Dividend for the Fiscal Year 2023LANXESS Aktiengesellschaft proposed dividend of EUR 0.10 for the Fiscal Year 2023.공시 • Oct 28+ 4 more updatesLANXESS Aktiengesellschaft to Report Q1, 2024 Results on May 08, 2024LANXESS Aktiengesellschaft announced that they will report Q1, 2024 results on May 08, 2024공시 • Sep 18LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (5.9% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283% Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future.New Risk • Aug 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 283% Dividend yield: 3.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283% Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).Reported Earnings • Aug 05Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €1.78b (down 11% from 2Q 2022). Net loss: €145.0m (down 402% from profit in 2Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €26.75, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Chemicals 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 €44.01 per share.Upcoming Dividend • May 18Upcoming dividend of €1.05 per share at 3.0% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 97%. Trailing yield: 3.0%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (3.9%).Reported Earnings • May 11First quarter 2023 earnings released: EPS: €0.12 (vs €0.76 in 1Q 2022)First quarter 2023 results: EPS: €0.12 (down from €0.76 in 1Q 2022). Revenue: €1.90b (down 1.7% from 1Q 2022). Net income: €10.0m (down 85% from 1Q 2022). Profit margin: 0.5% (down from 3.4% in 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €44.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.Buying Opportunity • Apr 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €44.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.13 (vs €2.54 in FY 2021)Full year 2022 results: EPS: €2.13 (down from €2.54 in FY 2021). Revenue: €8.09b (up 7.0% from FY 2021). Net income: €184.0m (down 16% from FY 2021). Profit margin: 2.3% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €34.91, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.93 per share.Buying Opportunity • Feb 15Now 21% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €56.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Buying Opportunity • Jan 20Now 22% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €56.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to €44.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.41 per share.Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: €0.97 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.97 (up from €0.46 in 3Q 2021). Revenue: €2.19b (up 38% from 3Q 2021). Net income: €84.0m (up 110% from 3Q 2021). Profit margin: 3.8% (up from 2.5% in 3Q 2021). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.56 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.56 (up from €0.54 in 2Q 2021). Revenue: €2.00b (up 36% from 2Q 2021). Net income: €48.0m (up 2.1% from 2Q 2021). Profit margin: 2.4% (down from 3.2% in 2Q 2021). Over the next year, revenue is expected to shrink by 8.4% compared to a 14% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €38.11, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Chemicals industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.19 per share.공시 • Jun 11+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2023 Results on Nov 08, 2023LANXESS Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 08, 2023Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €43.37, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Chemicals industry in Europe. Negligible returns to shareholders over past three years.Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (3.4%).Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.13 (vs €0.73 in 1Q 2021)First quarter 2022 results: EPS: €1.13 (up from €0.73 in 1Q 2021). Revenue: €2.43b (up 44% from 1Q 2021). Net income: €98.0m (up 56% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). Over the next year, revenue is forecast to grow 6.9%, compared to a 17% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €7.56b (up 24% from FY 2020). Net income: €219.0m (down 75% from FY 2020). Profit margin: 2.9% (down from 15% in FY 2020). Revenue exceeded analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 9.4%, compared to a 12% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €36.97, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in Europe. Total loss to shareholders of 16% over the past three years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €0.89 (vs €9.32 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.83b (up 28% from 2Q 2020). Net income: €77.0m (down 90% from 2Q 2020). Profit margin: 4.2% (down from 56% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 1.6%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (2.4%).Reported Earnings • May 13First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €1.69b (flat on 1Q 2020). Net income: €63.0m (down 3.1% from 1Q 2020). Profit margin: 3.7% (down from 3.8% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 13Full year 2020 earnings released: EPS €10.30 (vs €2.89 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €6.10b (down 10% from FY 2019). Net income: €892.0m (up 250% from FY 2019). Profit margin: 15% (up from 3.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.7%, compared to a 6.5% growth forecast for the Chemicals industry in Austria.Is New 90 Day High Low • Mar 09New 90-day high: €66.58The company is up 8.0% from its price of €61.86 on 09 December 2020. The Austrian market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.37 per share.Is New 90 Day High Low • Jan 14New 90-day high: €64.10The company is up 27% from its price of €50.50 on 16 October 2020. The Austrian market is up 33% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.04 per share.Is New 90 Day High Low • Dec 28New 90-day high: €64.00The company is up 28% from its price of €49.90 on 29 September 2020. The Austrian market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.82 per share.Is New 90 Day High Low • Dec 08New 90-day high: €60.86The company is up 23% from its price of €49.54 on 09 September 2020. The Austrian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €66.79 per share.Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 18% share price gain to €53.34, the stock is trading at a trailing P/E ratio of 5.2x, up from the previous P/E ratio of 4.4x. This compares to an average P/E of 22x in the Chemicals industry in Europe. Total return to shareholders over the past three years is a loss of 14%.Is New 90 Day High Low • Nov 16New 90-day high: €53.34The company is up 11% from its price of €48.16 on 18 August 2020. The Austrian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.48 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.2% while the growth in Chemicals industry in Austria is expected to stay flat.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.30The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.46b (down 18% from 3Q 2019). Net income: €26.0m (down 62% from 3Q 2019). Profit margin: 1.8% (down from 3.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 30New 90-day low: €43.35The company is down 2.0% from its price of €44.24 on 31 July 2020. The Austrian market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed 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 €54.57 per share.이익 및 매출 성장 예측WBAG:LXS - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20286,090-31705401212/31/20275,918-711454871512/31/20265,851-19279361103/31/20265,450-66152367N/A12/31/20255,673-577-30289N/A9/30/20255,888-243112432N/A6/30/20256,148-165112441N/A3/31/20256,360-136164490N/A12/31/20246,366-177188508N/A9/30/20246,319-69071377N/A6/30/20246,322-822407708N/A3/31/20246,422-951323629N/A12/31/20236,714-843512838N/A9/30/20237,251-280433785N/A6/30/20237,835-6532414N/A3/31/20238,05612894501N/A12/31/20228,088184-248159N/A9/30/20227,794191-136296N/A6/30/20227,190147-60372N/A3/31/20226,660146-228194N/A12/31/20216,101116-17407N/A9/30/20215,925119-62371N/A6/30/20215,8051057444N/A3/31/20215,77286372515N/A12/31/20206,104892129585N/A9/30/20206,237883113590N/A6/30/20206,480938185677N/A3/31/20206,768231200713N/A12/31/20196,802255N/A643N/A9/30/20196,559266N/A685N/A6/30/20196,641243N/A665N/A3/31/20196,746212N/A595N/A12/31/20186,824190N/A586N/A9/30/20187,066144N/A603N/A6/30/20186,990138N/A737N/A3/31/20186,87363N/A881N/A12/31/20176,53023N/A868N/A9/30/20176,81073N/A692N/A6/30/20177,02183N/A627N/A3/31/20177,252166N/A651N/A12/31/20167,699192N/A689N/A9/30/20167,590205N/A882N/A6/30/20167,622184N/A768N/A3/31/20167,784196N/A707N/A12/31/20157,902165N/A692N/A9/30/20158,00082N/A751N/A6/30/20158,08776N/A762N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LXS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: LXS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: LXS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: LXS 의 수익(연간 3.3%)이 Austrian 시장(연간 3.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: LXS 의 수익(연간 3.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: LXS의 자본 수익률은 3년 후 1.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 16:10종가2026/05/21 00:00수익2026/03/31연간 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 소스LANXESS Aktiengesellschaft는 35명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James KnightBarclaysAnil ShenoyBarclaysAndres Castanos-MollorBerenberg32명의 분석가 더 보기
Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Austrian dividend payers (4.2%). Lower than average of industry peers (3.3%).
Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.
공시 • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
공시 • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 25Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 24% per year.
Reported Earnings • Mar 20Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.
Buy Or Sell Opportunity • Jan 21Now 22% overvaluedOver the last 90 days, the stock has fallen 18% to €17.41. The fair value is estimated to be €14.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
Buy Or Sell Opportunity • Jan 06Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to €17.70. The fair value is estimated to be €14.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Buy Or Sell Opportunity • Dec 02Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to €17.81. The fair value is estimated to be €14.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Nov 08Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €20.20. The fair value is estimated to be €25.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.
공시 • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026
Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (2.6%).
Reported Earnings • May 10First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Declared Dividend • May 02Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.8%.
공시 • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
공시 • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transaction
Declared Dividend • Mar 23Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 0.3%, which is lower than the industry average of 2.8%.
Reported Earnings • Mar 22Full year 2024 earnings released: €2.05 loss per share (vs €9.76 loss in FY 2023)Full year 2024 results: €2.05 loss per share (improved from €9.76 loss in FY 2023). Revenue: €6.37b (down 5.2% from FY 2023). Net loss: €177.0m (loss narrowed 79% from FY 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
공시 • Mar 22LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2025LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.
New Risk • Feb 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.03x net interest cover). Share price has been highly volatile over the past 3 months (6.2% average weekly change).
공시 • Dec 03+ 3 more updatesLANXESS Aktiengesellschaft to Report Q1, 2025 Results on May 08, 2025LANXESS Aktiengesellschaft announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on May 08, 2025
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: €0.01 (vs €1.52 loss in 3Q 2023)Third quarter 2024 results: EPS: €0.01 (up from €1.52 loss in 3Q 2023). Revenue: €1.60b (flat on 3Q 2023). Net income: €1.00m (up €132.0m from 3Q 2023). Profit margin: 0.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
공시 • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.
Reported Earnings • Aug 11Second quarter 2024 earnings released: €0.19 loss per share (vs €1.68 loss in 2Q 2023)Second quarter 2024 results: €0.19 loss per share (improved from €1.68 loss in 2Q 2023). Revenue: €1.68b (down 5.6% from 2Q 2023). Net loss: €16.0m (loss narrowed 89% from 2Q 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
공시 • Jul 10LANXESS Aktiengesellschaft Announces Executive ChangesLanxess Corp. announced Simon Berheide as its new regional CFO for North America. Berheide is a 14-year veteran of Lanxess at its global headquarters in Germany and was most recently head of business development and integration as well as head of global controlling and strategy. He'll be in charge of the financial operation of Lanxess' 28 locations in the U.S., Canada and Mexico. He succeeds Christian Meiners, who is returning to Germany after three years in Pittsburgh to work in Lanxess' Advanced Industrial Intermediates. Berheide has moved as of July 1 to the Pittsburgh region with his family, and he is working with Lanxess' new president and CEO, Frederique van Baarle. Van Baarle took over in October. Berheide, fluent in German and English, had been in a dual degree training program at Bayer and also had an MBA at IE Business School in Spain and the Stern School of Business at New York University.
Upcoming Dividend • May 20Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (2.7%).
Reported Earnings • May 08First quarter 2024 earnings released: €1.13 loss per share (vs €0.12 profit in 1Q 2023)First quarter 2024 results: €1.13 loss per share (down from €0.12 profit in 1Q 2023). Revenue: €1.61b (down 15% from 1Q 2023). Net loss: €98.0m (down €108.0m from profit in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Declared Dividend • Apr 15Dividend reduced to €0.10Dividend of €0.10 is 90% lower than last year. Ex-date: 27th May 2024 Payment date: 29th May 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.8%.
Reported Earnings • Mar 17Full year 2023 earnings released: €9.76 loss per share (vs €2.13 profit in FY 2022)Full year 2023 results: €9.76 loss per share (down from €2.13 profit in FY 2022). Revenue: €6.71b (down 17% from FY 2022). Net loss: €843.0m (down €1.03b from profit in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
공시 • Jan 16Lanxess Reportedly Seeks to Sell Polyurethane OpsLANXESS Aktiengesellschaft (XTRA:LXS) has initiated a process to sell its polyurethane business, which could be valued at between EUR 500 million (USD 547.2 million) and EUR 600 million, German paper Handelsblatt reported on January 15, 2024. The company has engaged Deutsche Bank to search for a buyer, Handelsblatt said, citing people familiar with the matter. Chemical companies such as Evonik Industries AG (XTRA:EVK), Stockmeier, or Plixxent, are considered possible interested parties. With the sale, Lanxess aims to completely exit the plastics market as the company has transformed into a producer of ingredients for food, cosmetics, and pharmaceuticals.
New Risk • Dec 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Share price has been highly volatile over the past 3 months (6.1% average weekly change). Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future.
Reported Earnings • Nov 10Third quarter 2023 earnings released: €1.52 loss per share (vs €0.97 profit in 3Q 2022)Third quarter 2023 results: €1.52 loss per share (down from €0.97 profit in 3Q 2022). Revenue: €1.60b (down 27% from 3Q 2022). Net loss: €131.0m (down 256% from profit in 3Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
공시 • Nov 07LANXESS Aktiengesellschaft Proposes Dividend for the Fiscal Year 2023LANXESS Aktiengesellschaft proposed dividend of EUR 0.10 for the Fiscal Year 2023.
공시 • Oct 28+ 4 more updatesLANXESS Aktiengesellschaft to Report Q1, 2024 Results on May 08, 2024LANXESS Aktiengesellschaft announced that they will report Q1, 2024 results on May 08, 2024
공시 • Sep 18LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)
New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (5.9% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283% Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future.
New Risk • Aug 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 283% Dividend yield: 3.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283% Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
Reported Earnings • Aug 05Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €1.78b (down 11% from 2Q 2022). Net loss: €145.0m (down 402% from profit in 2Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €26.75, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Chemicals 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 €44.01 per share.
Upcoming Dividend • May 18Upcoming dividend of €1.05 per share at 3.0% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 97%. Trailing yield: 3.0%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (3.9%).
Reported Earnings • May 11First quarter 2023 earnings released: EPS: €0.12 (vs €0.76 in 1Q 2022)First quarter 2023 results: EPS: €0.12 (down from €0.76 in 1Q 2022). Revenue: €1.90b (down 1.7% from 1Q 2022). Net income: €10.0m (down 85% from 1Q 2022). Profit margin: 0.5% (down from 3.4% in 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €44.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
Buying Opportunity • Apr 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €44.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.13 (vs €2.54 in FY 2021)Full year 2022 results: EPS: €2.13 (down from €2.54 in FY 2021). Revenue: €8.09b (up 7.0% from FY 2021). Net income: €184.0m (down 16% from FY 2021). Profit margin: 2.3% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €34.91, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.93 per share.
Buying Opportunity • Feb 15Now 21% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €56.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Buying Opportunity • Jan 20Now 22% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €56.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to €44.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.41 per share.
Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: €0.97 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.97 (up from €0.46 in 3Q 2021). Revenue: €2.19b (up 38% from 3Q 2021). Net income: €84.0m (up 110% from 3Q 2021). Profit margin: 3.8% (up from 2.5% in 3Q 2021). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.56 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.56 (up from €0.54 in 2Q 2021). Revenue: €2.00b (up 36% from 2Q 2021). Net income: €48.0m (up 2.1% from 2Q 2021). Profit margin: 2.4% (down from 3.2% in 2Q 2021). Over the next year, revenue is expected to shrink by 8.4% compared to a 14% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €38.11, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Chemicals industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.19 per share.
공시 • Jun 11+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2023 Results on Nov 08, 2023LANXESS Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 08, 2023
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €43.37, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Chemicals industry in Europe. Negligible returns to shareholders over past three years.
Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (3.4%).
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.13 (vs €0.73 in 1Q 2021)First quarter 2022 results: EPS: €1.13 (up from €0.73 in 1Q 2021). Revenue: €2.43b (up 44% from 1Q 2021). Net income: €98.0m (up 56% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). Over the next year, revenue is forecast to grow 6.9%, compared to a 17% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €7.56b (up 24% from FY 2020). Net income: €219.0m (down 75% from FY 2020). Profit margin: 2.9% (down from 15% in FY 2020). Revenue exceeded analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 9.4%, compared to a 12% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €36.97, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in Europe. Total loss to shareholders of 16% over the past three years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €0.89 (vs €9.32 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.83b (up 28% from 2Q 2020). Net income: €77.0m (down 90% from 2Q 2020). Profit margin: 4.2% (down from 56% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 1.6%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (2.4%).
Reported Earnings • May 13First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €1.69b (flat on 1Q 2020). Net income: €63.0m (down 3.1% from 1Q 2020). Profit margin: 3.7% (down from 3.8% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 13Full year 2020 earnings released: EPS €10.30 (vs €2.89 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €6.10b (down 10% from FY 2019). Net income: €892.0m (up 250% from FY 2019). Profit margin: 15% (up from 3.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.7%, compared to a 6.5% growth forecast for the Chemicals industry in Austria.
Is New 90 Day High Low • Mar 09New 90-day high: €66.58The company is up 8.0% from its price of €61.86 on 09 December 2020. The Austrian market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.37 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €64.10The company is up 27% from its price of €50.50 on 16 October 2020. The Austrian market is up 33% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.04 per share.
Is New 90 Day High Low • Dec 28New 90-day high: €64.00The company is up 28% from its price of €49.90 on 29 September 2020. The Austrian market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.82 per share.
Is New 90 Day High Low • Dec 08New 90-day high: €60.86The company is up 23% from its price of €49.54 on 09 September 2020. The Austrian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €66.79 per share.
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 18% share price gain to €53.34, the stock is trading at a trailing P/E ratio of 5.2x, up from the previous P/E ratio of 4.4x. This compares to an average P/E of 22x in the Chemicals industry in Europe. Total return to shareholders over the past three years is a loss of 14%.
Is New 90 Day High Low • Nov 16New 90-day high: €53.34The company is up 11% from its price of €48.16 on 18 August 2020. The Austrian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.48 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.2% while the growth in Chemicals industry in Austria is expected to stay flat.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.30The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.46b (down 18% from 3Q 2019). Net income: €26.0m (down 62% from 3Q 2019). Profit margin: 1.8% (down from 3.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 30New 90-day low: €43.35The company is down 2.0% from its price of €44.24 on 31 July 2020. The Austrian market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed 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 €54.57 per share.