Voestalpine AG

WBAG:VOE 주식 리포트

시가총액: €7.4b

Voestalpine 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Herbert Eibensteiner

최고경영자

€3.6m

총 보수

CEO 급여 비율44.47%
CEO 재임 기간14.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간7yrs
이사회 평균 재임 기간7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jul 08

VOE: Policy Support And Free Cash Flow Will Underpin Higher Through-Cycle P E

The analyst fair value estimate for Voestalpine has been adjusted to €60.0 from €57.0, reflecting updated assumptions on growth, margins and P/E alongside recent Street price target moves clustered around €40 to €60 and a generally more balanced set of ratings at major banks. Analyst Commentary Recent Street research on Voestalpine shows a mixed but constructive backdrop, with several bullish analysts lifting price targets into the €40 to €60 range and adjusting ratings as the stock has re-rated.
내러티브 업데이트 Jun 24

VOE: Rich Multiples And Balanced Ratings Will Limit Future Share Upside

The analyst price target for Voestalpine has been revised higher from €34.00 to €39.50. This reflects updated assumptions on revenue growth, profit margins, and valuation, in line with recent Street targets clustered around €40 to €60 and supported by generally more constructive analyst commentary despite some rating downgrades on valuation grounds.
내러티브 업데이트 Jun 06

VOE: Reorganization Gains And Macro Commodity Risks Will Shape Future Earnings Power

Analysts have lifted the implied fair value for Voestalpine by roughly €1, from about €45.84 to €46.82, citing updated assumptions for revenue growth, margins and P/E following mixed but generally higher Street price targets ranging from €40 to €60. Analyst Commentary Recent research on Voestalpine shows a split view on the stock, with some banks lifting targets and others downgrading ratings as they reassess risk, valuation and the balance between upside and downside scenarios.
내러티브 업데이트 May 23

VOE: Discounted Macro Risk And Mixed Commodity Outlook Will Shape Earnings Power

The analyst price target for Voestalpine moves from €44.20 to about €45.84. Analysts attribute this change to updates in fair value, discount rate, revenue growth, profit margin and expected future P/E, alongside recent mixed rating and price target revisions from major banks.
내러티브 업데이트 Apr 29

VOE: Commodity Downside Scenario Will Pressure Margins Despite Higher Street Optimism

Analysts have lifted the average price target for Voestalpine by €3, reflecting updated views that incorporate recent increases and reductions in individual targets across the Street research set. Analyst Commentary Recent research on Voestalpine shows a mix of optimism on long term prospects and growing caution around nearer term risks, which is reflected in both upward and downward moves in price targets and ratings.
내러티브 업데이트 Apr 15

VOE: Commodity Downside Scenario And Geopolitical Risk Will Pressure Future Returns

The analyst fair value estimate for Voestalpine has been raised from €21.50 to €34.00. This reflects updated assumptions on growth, margins, and future P/E, in the context of mixed but generally higher Street price targets ranging from about €36 to €50 and contrasting ratings across firms.
내러티브 업데이트 Apr 01

VOE: Higher P/E Expectations Will Test Resilience To Metals And Mining Risks

The updated analyst fair value estimate for Voestalpine has moved from €38.66 to €57.00. This reflects a higher assumed future P/E of 19.70, even as analysts factor in lower revenue growth and profit margin expectations, along with recent mixed rating and price target changes across the Street.
내러티브 업데이트 Mar 17

VOE: Discounted Macro Risk Will Shape Future Earnings Power

The updated analyst price target for Voestalpine edges lower from €45.45 to €44.20, as analysts factor in slightly higher discount rates, marginally softer revenue growth and profit margin assumptions, and a modestly reduced future P/E, along with a recent shift in sentiment that includes downgrades tied to broader risk concerns for European metals and mining stocks. Analyst Commentary Recent research on Voestalpine shows a split picture, with several bullish analysts lifting price targets over the past few months while more recent updates introduce a cautious tone and lower targets.
내러티브 업데이트 Mar 03

VOE: Higher Street Optimism And Margin Uncertainty Will Shape Future Prospects

Our updated narrative price target for Voestalpine rises from about €42.83 to roughly €45.45, reflecting analysts' higher Street targets in the €49 to €50 range alongside slightly stronger assumptions on revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Voestalpine has been active, with several firms revising their price targets and mostly maintaining positive stances.
내러티브 업데이트 Feb 17

VOE: Mixed Price Views And Margin Pressures Will Shape Future Prospects

The updated analyst price target for Voestalpine rises by about €1.27, with analysts citing recent target adjustments across banks and a slightly higher assumed future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research on Voestalpine shows several target price adjustments, with most updates clustered over a relatively short period.
분석 기사 Feb 06

Voestalpine (VIE:VOE) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Feb 03

VOE: EU Import Cuts And Mixed Margin Outlook Will Shape Prospects

Analysts have nudged their fair value estimate for Voestalpine higher to about €41.55 from roughly €40.68. This reflects updated price targets across the Street that balance slightly lower modeled revenue growth with firmer profit margins and a modestly higher future P/E.
내러티브 업데이트 Jan 20

VOE: EU Steel Import Cuts And Supportive Sector Outlook Will Shape Prospects

Analysts have lifted their fair value estimate for Voestalpine to €40.68 from €39.08, reflecting higher published price targets in recent research, including new Overweight and Buy views and updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. Analyst Commentary Recent research on Voestalpine has been consistently supportive, with several price target revisions and rating changes feeding into the updated fair value estimate.
분석 기사 Jan 07

Voestalpine AG's (VIE:VOE) Share Price Is Matching Sentiment Around Its Revenues

With a price-to-sales (or "P/S") ratio of 0.4x Voestalpine AG ( VIE:VOE ) may be sending bullish signals at the moment...
내러티브 업데이트 Jan 05

VOE: EU Steel Import Cuts And Upgraded Outlook Will Shape Future Performance

Analysts have nudged their fair value estimate for Voestalpine higher to €39.08 from €37.58, reflecting slightly stronger assumptions on revenue growth, profit margins, and future P/E multiples after recent price target increases from several banks. Analyst Commentary Recent research updates point to a more constructive stance on Voestalpine, with several firms lifting their price targets and one high profile upgrade from JPMorgan.
내러티브 업데이트 Dec 16

VOE: EU Steel Import Cuts And Policy Support Will Shape Future Performance

Analysts have modestly lifted their price target on Voestalpine to approximately EUR 37.60 from about EUR 36.50, citing a lower perceived discount rate, slightly stronger long term revenue growth expectations, and recent Street research that highlights supportive European steel policy along with incremental target increases from major banks. Analyst Commentary Bullish analysts emphasize that the recent series of target hikes reinforces a constructive view on Voestalpine's medium term earnings power, especially as supportive European steel policy underpins pricing assumptions and narrows perceived downside risk in cyclical scenarios.
분석 기사 Dec 05

Estimating The Fair Value Of Voestalpine AG (VIE:VOE)

Key Insights The projected fair value for Voestalpine is €43.06 based on 2 Stage Free Cash Flow to Equity Voestalpine's...
내러티브 업데이트 Dec 02

VOE: EU Steel Import Cuts Will Shape Performance Amid Market Uncertainty

Analysts have raised their price targets for Voestalpine, with recent updates reflecting an increase from approximately €40.60 to as high as €43.70. This adjustment is attributed to an improved sector outlook and supportive policy developments.
내러티브 업데이트 Nov 18

VOE: Sector Policy Changes Will Drive Opportunities Amid Steel Price Uncertainty

Voestalpine's analyst price target has been raised from €31.44 to €35.27. This reflects a positive outlook as analysts cite improved sector conditions and revised company fundamentals.
분석 기사 Nov 14

Voestalpine AG Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders of Voestalpine AG ( VIE:VOE ) will be pleased this week, given that the stock price is up 12% to €34.80...
내러티브 업데이트 Nov 03

VOE: Confidence In Execution And Decarbonization Will Shape Future Performance

Narrative Update: Analyst Price Target Revision for Voestalpine Analysts have recently increased their price targets for Voestalpine, with notable upgrades such as a rise from EUR 35 to EUR 40 and from EUR 24.30 to EUR 30.10. They cited enhanced confidence in the company's future prospects and earnings potential.
분석 기사 Oct 24

Returns At Voestalpine (VIE:VOE) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
내러티브 업데이트 Oct 20

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

The analyst price target for Voestalpine has increased significantly, rising from approximately €30.32 to €31.44. Analysts cite improved revenue growth and strengthening profit margins as key drivers behind the revision.
내러티브 업데이트 Oct 05

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

The average analyst price target for Voestalpine has increased from EUR 29.57 to EUR 30.32. This reflects improved sentiment as analysts cite recent upward revisions from multiple institutions along with continued buy or neutral ratings.
내러티브 업데이트 Sep 20

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

Analysts have modestly raised their price target for Voestalpine to €29.57, citing improving steel demand, solid quarterly results, and efficiency gains, though some caution persists on pricing power and margins. Analyst Commentary Bullish analysts cited improved outlook for steel demand in Europe and favorable macroeconomic trends.
분석 기사 Sep 16

Voestalpine (VIE:VOE) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Sep 05

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

Analysts cite improved earnings visibility, strong demand in key end markets, and ongoing cost and efficiency measures as supporting factors for Voestalpine, though macroeconomic caution remains, resulting in the consensus price target remaining unchanged at €28.98. Analyst Commentary Bullish analysts cite improved earnings visibility and strong order intake across core segments.
분석 기사 Aug 29

Are Investors Undervaluing Voestalpine AG (VIE:VOE) By 42%?

Key Insights The projected fair value for Voestalpine is €49.45 based on 2 Stage Free Cash Flow to Equity Voestalpine's...
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새로운 내러티브 Dec 27

Greentec Steel And Global Railway Expansion Will Drive Growth And Boost Net Margins

Restructuring efforts and overhauls in underperforming sectors are expected to enhance operational efficiency and improve margins.

CEO 보수 분석

Herbert Eibensteiner의 보수는 Voestalpine의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€425m

Dec 31 2025n/an/a

€225m

Sep 30 2025n/an/a

€188m

Jun 30 2025n/an/a

€119m

Mar 31 2025€4m€2m

€154m

Dec 31 2024n/an/a

-€44m

Sep 30 2024n/an/a

€8m

Jun 30 2024n/an/a

€71m

Mar 31 2024€3m€1m

€109m

Dec 31 2023n/an/a

€613m

Sep 30 2023n/an/a

€644m

Jun 30 2023n/an/a

€639m

Mar 31 2023€5m€1m

€971m

Dec 31 2022n/an/a

€1b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022€4m€1m

€1b

Dec 31 2021n/an/a

€1b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€581m

Mar 31 2021€2m€1m

€266m

Dec 31 2020n/an/a

-€203m

Sep 30 2020n/an/a

-€592m

Jun 30 2020n/an/a

-€370m

Mar 31 2020€1m€980k

-€222m

보상 대 시장: Herbert의 총 보수(USD4.11M)는 Austrian 시장에서 비슷한 규모 기업의 평균(USD2.89M)보다 높습니다.

보상과 수익: Herbert의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Herbert Eibensteiner (63 yo)

14.3yrs
재임 기간
€3,598,045
보수

Dipl.-Ing. Herbert Eibensteiner has been Chief Executive Officer and Chairman of the Board at Voestalpine AG since July 3, 2019 and has been its Member of Management Board since April 01, 2012. Dipl.-Ing....


리더십 팀

이름직위재임 기간보수지분
Herbert Eibensteiner
Chairman of Management Board & CEO14.3yrs€3.60m데이터 없음
Gerald Mayer
CFO & Member of the Management Board2.3yrs€2.57m데이터 없음
Franz Kainersdorfer
Head of the Metal Engineering Division & Member of Management Board15yrs€2.62m데이터 없음
Hubert Zajicek
Head of the Steel Division & Member of Management Board7yrs€2.63m데이터 없음
Carola Richter
Head of the Metal Forming Division & Member of Management Board2.3yrs€2.59m데이터 없음
Reinhard Nobaueru
Head of the High Performance Metals Division & Member of the Management Board2.3yrs€2.57m데이터 없음
Peter Fleischer
Head of Investor Relationsno data데이터 없음데이터 없음
Peter Felsbach
Head of Group Communicationsno data데이터 없음데이터 없음
Michael Eyett
Head of Corporate Procurement11.8yrs데이터 없음데이터 없음
Mathias Farthofer
Head of Strategyno data데이터 없음데이터 없음
Gunther Pastl
Head of Treasuryno data데이터 없음데이터 없음
7.0yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: VOE의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7 년).


이사회 구성원

이름직위재임 기간보수지분
Wolfgang Eder
Independent Chairman of the Supervisory Board7yrs€128.00k데이터 없음
Franz Gasselsberger
Independent Member of the Supervisory Board22yrs€95.00k데이터 없음
Elisabeth Stadler
Independent Member of the Supervisory Board7yrs€65.50k데이터 없음
Gerhard Scheidreiter
Delegated by the Works Council - Employee Representative Member of the Supervisory Board14.5yrs데이터 없음데이터 없음
Reinhard Schwendtbauer
Independent Deputy Chairman of the Supervisory Board1yr데이터 없음데이터 없음
Sandra Fritz
Delegated by the Works Council - Employee Representative Member of the Supervisory Board7.1yrs데이터 없음데이터 없음
Ingrid Jorg
Independent Member of the Supervisory Board7yrs€65.50k데이터 없음
Maria Kubitschek
Independent Member of the Supervisory Board7yrs€65.50k데이터 없음
Florian Khol
Independent Member of the Supervisory Board7yrs€65.00k데이터 없음
Martin Hetzer
Independent Member of the Supervisory Board2yrs€49.00k데이터 없음
Reinhard Lang
Delegated by the Works Council - Employee Representative Member of the Supervisory Board1.8yrs데이터 없음데이터 없음
Manfred Hippold
Delegated by the Works Council - Employee Representative Member of the Supervisory Board1.2yrs데이터 없음데이터 없음
7.0yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: VOE의 이사회경험이 있음으로 간주됩니다(평균 재임 7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 06:06
종가2026/07/10 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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분석가 소스

Voestalpine AG는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Alessandro AbateBerenberg
Tristan GresserBNP Paribas
Reinhardt van der WaltBofA Global Research