Solvay SA

ENXTBR:SOLB 주식 리포트

시가총액: €2.8b

Solvay 향후 성장

Future 기준 점검 4/6

Solvay 의 수익은 연간 1.2% 감소할 것으로 예상되는 반면, 연간 수익은 44.7% 로 증가할 것으로 예상됩니다. EPS는 연간 37.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 37.8% 로 예상됩니다.

핵심 정보

44.7%

이익 성장률

37.83%

EPS 성장률

Chemicals 이익 성장30.7%
매출 성장률-1.2%
향후 자기자본이익률37.78%
애널리스트 커버리지

Good

마지막 업데이트10 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jul 10

SOLB: Rare Earth Capabilities And Rating Upgrade May Support Future Upside

Analysts have trimmed their fair value estimate for Solvay from €32 to €30, pointing to adjusted revenue growth and profit margin assumptions, while also reflecting recent changes in Street price targets that now cluster around €26 to €30. Analyst Commentary Recent research on Solvay shows a mix of caution and growing optimism, with some bullish analysts highlighting specific business capabilities and updated price targets as potential support for the current valuation debate.
내러티브 업데이트 • Jun 26

SOLB: Rare Earth Capabilities And Patent Ruling Will Support Upside Potential

Analysts now set Solvay’s fair value at €32, down from €37. This reflects a more cautious view on revenue growth and profit margins, even as some expect the company’s rare earth capabilities to support shareholder value over time.
분석 기사 • Jun 17

Solvay (ENXTBR:SOLB) Stock Could Be 8.8% Overvalued After European Patent Win

The European Patent Office has upheld Solvay (ENXTBR:SOLB)’s key European patent covering its soda ash purge stream recycling process after a challenge from WE Soda Ltd, putting the company’s intellectual property position firmly in focus for investors. See our latest analysis for Solvay. Solvay’s recent patent win comes at a time when the stock’s 7-day share price return of 5.98% and 30-day share price return of 4.12% sit against a 1-year total shareholder return that is down 3.84%, while...
내러티브 업데이트 • Jun 11

SOLB: Rare Earth Supply Plans And Mixed Ratings Will Shape Fair Value Outlook

Narrative Update The analyst price target for Solvay is now set at €25.10. This move is supported by recent Street research, where analysts highlight the company’s rare earth capabilities and adjust targets in a €26 to €30 range, while fine tuning assumptions around discount rates, modest revenue declines, profit margins and future P/E expectations.
내러티브 업데이트 • May 28

SOLB: Mixed Ratings And Higher P/E Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has been trimmed by about €0.40 to reflect slightly lower fair value and profit margin assumptions, even as analysts factor in a higher future P/E multiple based on recent research updates. Analyst Commentary The latest round of research on Solvay points to a mixed view, with some analysts trimming price targets while others see room for the stock to trade at higher levels relative to earnings.
내러티브 업데이트 • Apr 19

SOLB: Mixed Ratings And Slightly Lower Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has edged down by about €0.13 as analysts adjust their fair value and P/E assumptions, reflecting recent target moves and downgrades from several banks while still incorporating some upward revisions from others. Analyst Commentary Recent research updates show a split view on Solvay, with some analysts lifting price targets while several others cut targets or downgraded their stance.
내러티브 업데이트 • Apr 02

SOLB: Trimmed Expectations And Mixed Ratings Will Still Support Fair Value

Solvay's analyst price target has been trimmed by about €0.25, as analysts factor in softer revenue expectations, slightly higher margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research on Solvay points to a cautious stance, with several firms trimming price targets or downgrading ratings while a few still see upside at specific levels.
내러티브 업데이트 • Mar 19

SOLB: Rare Earth Role Will Offset Execution Risks And Support Fair Value

Analysts have nudged Solvay's fair value estimate slightly lower to about €25.72 per share. This reflects a mix of reduced profit margin assumptions, a modestly lower discount rate, and updated external price targets that now cluster in the €22 to €28 range.
내러티브 업데이트 • Mar 04

SOLB: Rare Earth Supply Role Will Temper Softer Outlook And Downgrades

Narrative Update on Solvay Our updated analyst price target for Solvay edges down slightly to €25.78 from €25.88. This reflects a modest recalibration of expected growth and margins, even as recent Street research has shifted targets in a tight €22 to €28 range with several downgrades and cautious P/E assumptions from analysts.
내러티브 업데이트 • Feb 18

SOLB: Rare Earth Supply Role Will Offset Softer Outlook And Downgrades

Analysts have reduced their price target on Solvay to about €25.88 from roughly €26.44, reflecting a series of recent downgrades and slightly softer assumptions for revenue, margins and fair value multiples. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the current share price, with some targets such as €28 and €27 implying room for rerating if execution on cost discipline and portfolio focus holds up.
내러티브 업데이트 • Feb 03

SOLB: Rare Earth Partnerships Will Counter Softer Outlook And Cautious Ratings

Analysts have trimmed their price targets on Solvay, with our fair value estimate moving from €27.19 to €26.44 as they factor in slightly softer revenue expectations, a higher discount rate, and lower assumed future P/E multiples, partly offset by firmer profit margin assumptions. Analyst Commentary Recent Street research on Solvay has leaned more cautious, with several firms lowering price targets and moving to more neutral or negative ratings as they reassess the risk and reward profile.
내러티브 업데이트 • Jan 19

SOLB: Rare Earth Agreements Will Offset Softer Outlook At A Fair Price

Analysts have nudged their Solvay price target slightly lower to about €27.19 from about €27.27, reflecting updated views on slower revenue trends, a higher discount rate, better profit margins, and a lower future P/E assumption, alongside recent target cuts and rating changes from several research houses. Analyst Commentary Recent research opinions around Solvay cluster around cautious updates to price targets and ratings, with most commentary focusing on how current execution and growth expectations line up against existing valuations.
내러티브 업데이트 • Jan 05

SOLB: Rare Earth Agreements Will Steady Execution Risks At A Fair Price

Analysts have trimmed their price target on Solvay to about €23.50, a modest reset that reflects slightly lower profit margin expectations while keeping fair value and P/E assumptions broadly in line with prior views. Analyst Commentary Recent research points to a slightly lower fair value marker for Solvay at about €23.50, which still sits close to prior assumptions on P/E and overall valuation.
내러티브 업데이트 • Dec 14

SOLB: Rare Earth Agreements Will Offset Softer Outlook And Heightened Execution Risks

Analysts trimmed their fair value estimate for Solvay by about EUR 0.50 per share, reflecting slightly higher perceived risk and softer long term growth expectations, in line with a series of recent price target cuts across the Street. Analyst Commentary Recent Street updates reflect a cautious stance on Solvay, with a series of modest price target reductions signaling tempered expectations for both earnings growth and valuation upside.
내러티브 업데이트 • Nov 29

SOLB: Near-Term Outlook Will Hinge On Margin Resilience Amid Industry Pressures

Solvay’s analyst price target was modestly reduced from €27.80 to €27.73. Analysts cite ongoing cautiousness around revenue growth and margin pressures, which are reflected in several recent downward revisions.
내러티브 업데이트 • Nov 15

SOLB: Future Performance Will Depend On Profit Margin Recovery And Cost Discipline

Solvay's analyst price target was reduced from €28.70 to €27.80, as analysts cited a more cautious outlook on revenue growth and profit margins in recent research updates. Analyst Commentary Analyst sentiment toward Solvay has shifted in recent research updates, with several firms lowering their price targets and highlighting both positive and negative drivers that could influence the company’s near-term performance.
내러티브 업데이트 • Oct 31

SOLB: Recent Macroeconomic Pressures Will Shape Outlook Amid Stable Fundamentals

Narrative Update on Solvay Solvay’s analyst price target has been lowered slightly, from €28.97 to €28.70, as analysts cite modestly higher discount rates and slightly weaker revenue growth outlooks in their recent updates. Analyst Commentary Recent updates from analysts have provided a nuanced view of Solvay's outlook, highlighting both areas of potential and ongoing challenges that may affect its future performance.
내러티브 업데이트 • Oct 17

La Rochelle Expansion And Energy Transition Will Secure Future Success

Analysts have modestly reduced their price target for Solvay, lowering it by a small margin in response to recent Street research. The research cites softer profit margins and ongoing revenue pressures, resulting in updated targets between EUR 25.50 and EUR 27.
내러티브 업데이트 • Oct 03

La Rochelle Expansion And Energy Transition Will Secure Future Success

Solvay's analyst price target has been revised downward by approximately EUR 0.80 per share. Analysts cite ongoing revenue pressure and updated profit margin forecasts to support the adjustment.
내러티브 업데이트 • Sep 04

La Rochelle Expansion And Energy Transition Will Secure Future Success

Analysts have maintained a cautious outlook on Solvay due to persistent input cost inflation, margin pressure, and weak European demand, resulting in conservative earnings estimates and an unchanged consensus price target of €29.83. Analyst Commentary Cautious sentiment persists due to slower organic growth outlook in core businesses.
분석 기사 • Jan 24

Risks To Shareholder Returns Are Elevated At These Prices For Solvay SA (EBR:SOLB)

It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...
분석 기사 • Jan 06

Solvay (EBR:SOLB) Will Pay A Dividend Of €0.679

The board of Solvay SA ( EBR:SOLB ) has announced that it will pay a dividend on the 22nd of January, with investors...
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새로운 내러티브 • Dec 25

Green River Expansion And Hydrogen Peroxide Licensing Propel Earnings Growth

Expansion of Green River facility and sustainability efforts position Solvay to benefit from future revenue growth and attract environmentally conscious customers.
분석 기사 • Dec 21

Solvay's (EBR:SOLB) Dividend Will Be €0.679

Solvay SA's ( EBR:SOLB ) investors are due to receive a payment of €0.679 per share on 22nd of January. The dividend...
분석 기사 • Oct 17

Solvay SA (EBR:SOLB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Solvay SA ( EBR:SOLB ) shareholders would be excited to see that the share price has had a great month, posting a 25...
분석 기사 • Sep 18

Are Investors Undervaluing Solvay SA (EBR:SOLB) By 43%?

Key Insights Solvay's estimated fair value is €57.91 based on 2 Stage Free Cash Flow to Equity Solvay is estimated to...
분석 기사 • Aug 28

Solvay SA's (EBR:SOLB) Share Price Could Signal Some Risk

It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...
분석 기사 • Aug 08

Solvay's (EBR:SOLB) Earnings May Just Be The Starting Point

Solvay SA's ( EBR:SOLB ) earnings announcement last week was disappointing for investors, despite the decent profit...
분석 기사 • Jul 14

Solvay (EBR:SOLB) 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...
분석 기사 • Jun 14

Are Investors Undervaluing Solvay SA (EBR:SOLB) By 37%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Solvay fair value estimate is €50.62 Current share price of...
분석 기사 • May 29

Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

While Solvay SA ( EBR:SOLB ) might not have the largest market cap around , it led the ENXTBR gainers with a relatively...
분석 기사 • Apr 24

Solvay SA (EBR:SOLB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Solvay SA ( EBR:SOLB ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
분석 기사 • Mar 10

Solvay SA's (EBR:SOLB) Business And Shares Still Trailing The Market

Solvay SA's ( EBR:SOLB ) price-to-earnings (or "P/E") ratio of 2.3x might make it look like a strong buy right now...
분석 기사 • Nov 20

Is Solvay SA (EBR:SOLB) Trading At A 28% Discount?

Key Insights Solvay's estimated fair value is €144 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Nov 06

Solvay (EBR:SOLB) Is Increasing Its Dividend To €1.13

Solvay SA ( EBR:SOLB ) will increase its dividend from last year's comparable payment on the 17th of January to €1.13...

이익 및 매출 성장 예측

ENXTBR:SOLB - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20284,3002683126668
12/31/20274,20625025258110
12/31/20264,10418920253610
6/30/20264,5744403625N/A
3/31/20264,645-25445660N/A
12/31/20254,74630462682N/A
9/30/20254,906154293596N/A
6/30/20254,954139243551N/A
3/31/20255,075197298590N/A
12/31/20245,130223330615N/A
9/30/20245,218-64196618N/A
6/30/20245,338184041,102N/A
3/31/20245,5711278041,731N/A
12/31/20236,025-378471,911N/A
9/30/2023497-3841,1622,372N/A
6/30/20233,542-341,1782,252N/A
3/31/20236,0384959771,945N/A
12/31/20227,9798891,0972,006N/A
9/30/202215,4421,8599981,775N/A
6/30/202213,8951,6591,0011,723N/A
3/31/202212,5231,1768971,578N/A
12/31/202111,4349438631,499N/A
9/30/202110,5756489271,440N/A
6/30/20219,9826081,0281,482N/A
3/31/20219,631-1,1681,1581,603N/A
12/31/20209,714-1,1257071,242N/A
9/30/202010,006-1,2167711,408N/A
6/30/202010,514-1,8727261,496N/A
3/31/202011,055-134N/A1,585N/A
12/31/201911,227-118N/A1,815N/A
9/30/201911,347111N/A2,081N/A
6/30/201911,409764N/A1,863N/A
3/31/201911,349767N/A1,572N/A
12/31/201811,299676N/A1,720N/A
9/30/201811,187775N/A1,582N/A
6/30/201810,987748N/A1,623N/A
3/31/201810,953730N/A1,649N/A
12/31/201710,984820N/A1,590N/A
9/30/201710,851771N/A1,602N/A
6/30/201710,694765N/A1,718N/A
3/31/201710,057717N/A1,800N/A
12/31/201610,044539N/A1,788N/A
9/30/20169,168317N/A1,694N/A
6/30/20169,512248N/A1,572N/A
3/31/201610,146220N/A1,626N/A
12/31/201510,083355N/A1,289N/A
9/30/201511,068325N/A1,591N/A

애널리스트 향후 성장 전망

수입 대 저축률: SOLB 의 연간 예상 수익 증가율(44.7%)이 saving rate(2.6%)보다 높습니다.

수익 vs 시장: SOLB 의 연간 수익(44.7%)이 Belgian 시장(11.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: SOLB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: SOLB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.2%).

고성장 매출: SOLB 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.2%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SOLB의 자본 수익률은 3년 후 37.8%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/17 08:00
종가2026/09/17 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Solvay SA는 39명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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