공시 • Nov 05
Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025 Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points. 공시 • Apr 09
Nemetschek SE, Annual General Meeting, May 20, 2025 Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time. 공시 • Apr 02
Nemetschek Announces Executive Changes The Nemetschek Group announced the appointment of Sunil Pandita as new Chief Division Officer for the Planning & Design Division. He will also lead the Digital Twin Business Unit, a strategically important cross-functional function within the Nemetschek Group. Sunil Pandita is an experienced international leader in digital transformation, bringing over 25 years of expertise in business and technology evolution. Prior to joining the Nemetschek Group, he held senior leadership roles in major global companies such as Dell, McKinsey & Company, Hewlett-Packard, and Thomson Reuters. Most recently, he held the position of Vice President & General Manager of Connected Industrials, Sustainability, Cybersecurity, Logistics, and Life Sciences at Honeywell, leading a major part of Honeywell’s software business. Pandita holds a bachelor’s and master’s degree in computer science, along with an MBA from the Kellogg School of Management at Northwestern University. Sunil Pandita succeeds César Flores Rodríguez, who will leave the company to pursue other opportunities. Over the past two and a half years, César played a key role in shaping the Planning & Design Division and establishing the Digital Twin Business Unit. 공시 • Mar 15
Nemetschek SE announces Annual dividend, payable on May 23, 2025 Nemetschek SE announced Annual dividend of EUR 0.5500 per share payable on May 23, 2025, ex-date on May 21, 2025 and record date on May 22, 2025. 공시 • Feb 13
Nemetschek SE (XTRA:NEM) commences an Equity Buyback Plan, under the authorization approved on May 23, 2024. Nemetschek SE (XTRA:NEM) commences share repurchases on February 7, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 23, 2024. As per the mandate, the company is authorized to repurchase it's own shares, which in total must not exceed 10% of the share capital of the company. The repurchased shares will be resold via the stock exchange or via a public offering or used as acquisition currency in suitable cases and consequently being able to react quickly and flexibly to favorable offers or opportunities which arise, to fulfill or hedge conversion or option rights or conversion obligations or acquisition rights to shares of the company. The repurchase authorization is valid for 5 years.
On February 5, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 92,600 shares, representing 0.08% for €11.1 million. The repurchased shares will be used to serve stock appreciation rights of members of the Executive Board and employees in senior leadership positions of the group. The repurchases will commence from today and will be valid till December 31, 2025. 공시 • Jan 14
The Nemetschek Group Appoints Usman Shuja to the Executive Board The Nemetschek Group announced expanding its Executive Board. The Supervisory Board unanimously appointed Usman Shuja to the Executive Board, effective on January 1. Usman Shuja will continue to serve as Chief Division Officer (CDO) of the Build & Construct Division and as CEO of Bluebeam Inc. With this appointment, Usman Shuja becomes the third member of the Executive Board, alongside CEO Yves Padrines and CFO Louise Öfverström. Usman Shuja joined the Nemetschek Group in September 2023. Under his leadership, he has already successfully shaped the strategic direction of the Build & Construct Division with an improved go-to-market approach and the successful execution of Bluebeam’s subscription transition. Another important milestone was the successful acquisition of GoCanvas, a leading SaaS provider of field worker collaboration software. Usman Shuja is an accomplished technology leader with extensive experience driving operational excellence in international, high-growth companies. Prior to joining the Nemetschek Group, he was Vice President and General Manager of the Connected Buildings division at Honeywell. Other stages in his career included renowned companies such as Boston Consulting Group, IBM and Dell. Usman Shuja was also a founding member of Avathon (formerly SparkCognition), a pioneering software company specializing in artificial intelligence (AI). He holds a master’s in public administration (MPA) from the Kennedy School of Government at Harvard University, an MBA from the Kellogg School of Management at Northwestern University, and a bachelor’s in computer science from the University of Texas at Austin. 공시 • Jul 04
Nemetschek SE (XTRA:NEM) completed the acquisition of Canvas Solutions, Inc. from K1 Investment Management, LLC. Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. from K1 Investment Management, LLC on June 6, 2024. The purchase price for Canvas Solutions was agreed to be a multiple of approximately 11.5x recurring revenue (ARR). The ARR for 2023 was stated to be $67 million. Transaction financing will be provided by Nemetschek’s own cash resources and existing credit facilities. Upon closing, the CEO of GoCanvas, Viyas Sundaram, and his team will join the Nemetschek Group. The acquisition is expected to close in summer 2024 and is subject to customary regulatory approval and closing conditions. Dr. Michael Josenhans of Freshfields Bruckhaus Deringer LLP acted as a advisor to Nemetschek. Moelis & Company LLC acted as the exclusive financial advisor, and Kirkland & Ellis LLP and Morris, Manning & Martin, LLP served as legal advisors to GoCanvas for this transaction.
Nemetschek SE (XTRA:NEM) completed the acquisition of Canvas Solutions, Inc. from K1 Investment Management, LLC on July 2, 2024. 공시 • Jun 08
Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. on June 6, 2024. Transaction financing will be provided by Nemetschek’s own cash resources and existing credit facilities. Upon closing, the CEO of GoCanvas, Viyas Sundaram, and his team will join the Nemetschek Group. The acquisition is expected to close in summer 2024 and is subject to customary regulatory approval and closing conditions. 공시 • Jan 09
Nemetschek SE to Report Fiscal Year 2023 Results on Feb 08, 2024 Nemetschek SE announced that they will report fiscal year 2023 results on Feb 08, 2024 공시 • Oct 25
Nemetschek SE Increases Revenue Guidance for the Financial Year 2023 The Nemetschek Group is raising its revenue guidance for the current 2023 financial year following a strong third quarter. Currency-adjusted revenue growth for the financial year 2023 is now expected to be in a range between 6% and 8% (previously: between 4% and 6%). 공시 • Sep 06
Nemetschek Se Appoints Usman Shuja as Nemetschek Group Chief Division Officer of the Build & Construct Division Nemetschek SE appointed Usman Shuja as Nemetschek Group Chief Division Officer of the Build & Construct Division. Most recently, Usman Shuja led Honeywell’s Connected Buildings, one of Honeywell’s largest software businesses, as Vice President and General Manager. He originally joined as Chief Commercial Officer for Honeywell Connected Enterprise, where he was responsible for organic and inorganic growth of its software portfolio. Before joining Honeywell, Shuja worked for the Boston Consulting Group, IBM and Dell and was a founding member of the AI unicorn, SparkCognition. Reported Earnings • Mar 25
Full year 2022 earnings released: EPS: €1.40 (vs €1.17 in FY 2021) Full year 2022 results: EPS: €1.40 (up from €1.17 in FY 2021). Revenue: €814.4m (up 20% from FY 2021). Net income: €161.9m (up 20% from FY 2021). Profit margin: 20% (in line with FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Europe. Valuation Update With 7 Day Price Move • Nov 16
Investor sentiment deteriorated over the past week After last week's 31% share price decline to €47.23, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €76.96 per share. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment improved over the past week After last week's 25% share price gain to €68.22, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 27x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €85.14 per share. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €54.64, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €80.57 per share. Buying Opportunity • Jun 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be €80.92, 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 grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period. Buying Opportunity • May 25
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be €80.41, 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 grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 17% per annum over the same time period. Buying Opportunity • May 09
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be €81.65, 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 grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period. Reported Earnings • May 01
First quarter 2022 earnings released: EPS: €0.37 (vs €0.26 in 1Q 2021) First quarter 2022 results: EPS: €0.37 (up from €0.26 in 1Q 2021). Revenue: €192.2m (up 21% from 1Q 2021). Net income: €42.6m (up 45% from 1Q 2021). Profit margin: 22% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 19% growth forecast for the industry in Europe.