Umicore SA

ENXTBR:UMI 주식 리포트

시가총액: €6.2b

Umicore 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Bart Sap

최고경영자

€2.2m

총 보수

CEO 급여 비율41.43%
CEO 재임 기간6.1yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간2.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 23

UMI: Recycling Execution And Margin Gains Will Support Future Upside

Narrative Update Analysts have lifted Umicore's fair value estimate from €24.00 to about €31.62, pointing to increased confidence in the recycling division. This has been used to support higher price targets, such as the recent moves to €33 and other upward revisions across the Street.
내러티브 업데이트 May 06

UMI: Mixed Bank Ratings And Higher Margins Will Support Future Upside

Analysts have lifted the fair value estimate for Umicore from €22.50 to €24.00, citing updated price targets from both positive and negative rating changes, as well as small adjustments to the discount rate, revenue growth, margin and future P/E assumptions. Analyst Commentary Recent Street research on Umicore reflects a mix of views, but there are clear pockets of optimism that help frame the new fair value estimate of €24.00.
내러티브 업데이트 Apr 22

UMI: Execution Risks And Mixed Ratings Signal Caution Around Future Repricing

Analysts have raised their fair value estimate for Umicore from €10.00 to €14.00, reflecting updated views on discount rates, long term revenue and margin forecasts, and future P/E assumptions following mixed recent rating and price target changes. Analyst Commentary Recent Street research on Umicore has been mixed, with price target changes and rating moves pulling investor attention in different directions.
내러티브 업데이트 Apr 08

UMI: Mixed Bank Ratings And Margin Outlook Will Support Future Upside

Analysts have adjusted their view on Umicore with a revised price target of €21.60. This reflects updated expectations on discount rates, revenue contraction and profit margins, which are also echoed in recent rating changes from major banks.
내러티브 업데이트 Mar 24

UMI: Mixed Rating Shifts Will Shape Future Margin Led Upside Potential

Narrative Update Analysts have nudged the blended fair value estimate for Umicore higher from about €18.03 to €18.83, reflecting updated price targets that factor in recent rating changes, mixed revisions to official targets, a slightly higher discount rate, weaker revenue expectations, improved margin assumptions, and a lower future P/E. Analyst Commentary Recent research on Umicore presents a mixed picture, with some analysts adjusting targets higher and others turning more cautious on the stock's prospects.
내러티브 업데이트 Mar 10

UMI: Refined Margin Outlook And Mixed Ratings Will Support Future Upside Potential

Analysts have trimmed their average price target on Umicore from about €23.50 to roughly €22.50, reflecting updated views on revenue growth, profit margins and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research views on Umicore are mixed, but there are some clear bright spots that more optimistic analysts are focusing on.
내러티브 업데이트 Feb 24

UMI: Firmer Margin Outlook And Higher Discount Rate Will Drive Future Upside

Our updated analyst narrative lowers Umicore's fair value estimate from €25.00 to €23.50. This reflects the recent shift in Street price targets around €16 and analyst views that softer revenue expectations, a slightly higher discount rate, and a modestly lower future P/E are partly offset by firmer profit margin assumptions.
내러티브 업데이트 Feb 09

UMI: Higher Discount Rate And P/E Assumptions Will Shape Future Risk Reward Balance

Narrative update Analysts have nudged their price target on Umicore higher, with one recent update moving from €13.60 to €16, citing refined assumptions on discount rate, revenue trends and future P/E as key inputs to their revised view. Analyst Commentary Recent research points to a slightly more constructive view on Umicore, with the price target revised to €16 from €13.60 while the rating remains at Hold.
분석 기사 Feb 08

Umicore SA's (EBR:UMI) Intrinsic Value Is Potentially 52% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Umicore fair value estimate is €29.83 Umicore's €19.68 share...
내러티브 업데이트 Jan 26

UMI: Higher Margin Assumptions Will Pressure Future Risk Reward Balance

Analysts have lifted their fair value estimate for Umicore from €14.79 to €18.03, reflecting recent price target increases, such as the move to €16 cited in Street research, and updated assumptions around discount rate, profit margin and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent lift in price targets to €16 as support for the higher fair value range, suggesting current assumptions on discount rate and P/E are seen as reasonable.
내러티브 업데이트 Jan 12

UMI: Refined Discount Assumptions And Profitability Outlook Will Support Future Upside

Analysts have lifted their fair value estimate for Umicore from €22.59 to €25.00, citing recent price target increases, such as the move to €16.00 from €13.60, that reflect updated assumptions on discount rates, revenue trends, profit margins and future P/E expectations. Analyst Commentary Recent research signals a more constructive tone on Umicore, with bullish analysts refining their assumptions around discount rates, revenue trends, profit margins and P/E levels to justify higher valuation ranges.
분석 기사 Dec 26

Umicore SA (EBR:UMI) Stock Catapults 25% Though Its Price And Business Still Lag The Industry

Umicore SA ( EBR:UMI ) shareholders have had their patience rewarded with a 25% share price jump in the last month...
내러티브 업데이트 Dec 14

UMI: Rising Profit Outlook And Lower Risk Are Expected To Drive Upside

Analysts have raised their price target for Umicore from €19.42 to €22.59, reflecting adjusted expectations for future profitability and valuation multiples, even as revenue growth assumptions have been revised slightly lower. Valuation Changes Fair Value has risen moderately from €19.42 to €22.59, implying a higher intrinsic valuation for Umicore shares.
분석 기사 Dec 13

The Trend Of High Returns At Umicore (EBR:UMI) Has Us Very Interested

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
내러티브 업데이트 Nov 28

UMI: Sector Headwinds And Stable Margins Will Influence Future Outlook

Analysts have revised their price target for Umicore, keeping it at €14.79. They cite ongoing sector headwinds and conservative forecasts for growth and profitability.
내러티브 업데이트 Nov 12

UMI: Margin Pressures From Input Costs Will Likely Challenge Outlook

Analysts have raised their price target for Umicore from €15.00 to €16.20, citing a more favorable outlook for the shares following updated assessments. Analyst Commentary Following the recent price target adjustment, analysts have provided further insights on Umicore's prospects.
내러티브 업데이트 Oct 29

Execution Challenges And Competitive Pressures Will Weigh On Future Profit Prospects

The analyst price target for Umicore has increased from €14.42 to approximately €14.79. This reflects analysts' expectations of sustained growth and profitability following recent upward revisions by major research firms.
내러티브 업데이트 Oct 15

Cost-saving Measures And IONWAY Investment Will Secure Future Success

Umicore’s analyst price target has been revised upward from EUR 14.02 to EUR 14.42. This reflects updated analyst expectations following continued modest adjustments in discount rates and growth forecasts.
분석 기사 Oct 12

Umicore SA's (EBR:UMI) 25% Price Boost Is Out Of Tune With Revenues

Umicore SA ( EBR:UMI ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Looking...
내러티브 업데이트 Aug 27

Cost-saving Measures And IONWAY Investment Will Secure Future Success

Despite cautious optimism from analysts citing improving core segment outlooks and expectations of stronger earnings growth, the consensus analyst price target for Umicore remained unchanged at €14.02. Analyst Commentary Bullish analysts cite improving outlook in Umicore's core business segments, prompting upward adjustments in price targets.
분석 기사 Aug 25

Investors Shouldn't Overlook Umicore's (EBR:UMI) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Aug 09

Statutory Profit Doesn't Reflect How Good Umicore's (EBR:UMI) Earnings Are

ENXTBR:UMI 1 Year Share Price vs Fair Value Explore Umicore's Fair Values from the Community and select yours The...
분석 기사 Jul 24

Revenues Not Telling The Story For Umicore SA (EBR:UMI) After Shares Rise 28%

Umicore SA ( EBR:UMI ) shares have continued their recent momentum with a 28% gain in the last month alone...
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새로운 내러티브 Apr 27

Cost-saving Measures And IONWAY Investment Will Secure Future Success

Strategic cost-saving measures and operational efficiency focus aim to improve net margins and enhance long-term earnings despite near-term cash flow impacts.

CEO 보수 분석

Bart Sap의 보수는 Umicore의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€2m€923k

€385m

Sep 30 2025n/an/a

€257m

Jun 30 2025n/an/a

€129m

Mar 31 2025n/an/a

-€676m

Dec 31 2024€2m€777k

-€1b

Sep 30 2024n/an/a

-€1b

Jun 30 2024n/an/a

-€1b

Mar 31 2024n/an/a

-€463m

Dec 31 2023€1m€570k

€385m

Sep 30 2023n/an/a

€435m

Jun 30 2023n/an/a

€484m

Mar 31 2023n/an/a

€527m

Dec 31 2022€1m€550k

€570m

Sep 30 2022n/an/a

€549m

Jun 30 2022n/an/a

€528m

Mar 31 2022n/an/a

€573m

Dec 31 2021€1m€367k

€619m

보상 대 시장: Bart의 총 보수(USD2.59M)는 Belgian 시장에서 비슷한 규모 기업의 평균(USD1.59M)보다 높습니다.

보상과 수익: Bart의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Bart Sap (47 yo)

6.1yrs
재임 기간
€2,226,596
보수

Mr. Bart Sap is Chief Executive Officer and Chairman of Management Board of Umicore SA from May 16, 2024 and has been its Member of Management Board since March 01, 2021. Mr. Sap was Executive Vice Preside...


리더십 팀

이름직위재임 기간보수지분
Bart Sap
CEO & Chairman of Management Board6.1yrs€2.23m데이터 없음
Wannes Peferoen
CFO & Member of Management Board3.6yrs€1.37m데이터 없음
Geert Olbrechts
CTO, Executive VP of Recycling & Member of Management Board2.8yrs€1.30m데이터 없음
Jensen Verhelle
Executive VP of Catalysis & Member of Management Board2yrs€1.25m데이터 없음
Veerle Slenders
Executive VP of Specialty Materials & Member of the Management Board2.9yrs€1.33m데이터 없음
Ana Nordang
Executive VP of People2.7yrs€1.34m데이터 없음
Karena Cancilleri
Executive VP of Battery Cathode Materials Business Group & Member of Management Board1.1yrs€1.94m데이터 없음
Stevens Benoit
Vice President of Group Accounting & Controllingno data데이터 없음데이터 없음
Joris Peeters
Senior Vice President of Information Systemsno data데이터 없음데이터 없음
Caroline Kerremans
Head of Investor Relationsno data데이터 없음데이터 없음
Evelien Goovaerts
Vice President of Group Communications & Investor Relationsno data데이터 없음데이터 없음
Wilfried Muller
Senior Vice President of Global Sales & Marketingno data데이터 없음데이터 없음
2.8yrs
평균 재임 기간
47yo
평균 나이

경험이 풍부한 관리: UMI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
Koenraad Debackere
Independent Vice-Chairperson of Supervisory Board6.1yrs€111.05k데이터 없음
Thomas Leysen
Chairman of Supervisory Board6.1yrs€160.60k데이터 없음
Marc Grynberg
Member of Supervisory Board3.1yrs€122.68k데이터 없음
Frederic Oudea
Member of Supervisory Board2.1yrs€89.84k데이터 없음
Karel Vinck
Honorary Chairmanno data€138.00k데이터 없음
Gek Lim Loh
Independent Member of the Supervisory Boardless than a year데이터 없음데이터 없음
Martina Merz
Member of Supervisory Board1.1yrs데이터 없음데이터 없음
Birgit Behrendt
Independent Member of Supervisory Board5.1yrs€110.05k데이터 없음
Philip Eykerman
Independent Member of the Supervisory Board1.5yrs€71.48k데이터 없음
Anna Bertona
Independent Member of Supervisory Boardless than a year데이터 없음데이터 없음
Alison Henwood
Independent Member of Supervisory Board4.1yrs€142.26k데이터 없음
2.6yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: UMI의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.6 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 23:48
종가2026/05/27 00:00
수익2025/12/31
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

Umicore SA는 33명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rupesh MadlaniBarclays
James StewartBarclays
Sebastian BrayBerenberg