Implenia AG

SWX:IMPN 주식 리포트

시가총액: CHF 1.1b

Implenia 배당 및 자사주 매입

배당 기준 점검 3/6

Implenia 수익으로 충분히 충당되는 현재 수익률 2.28% 보유한 배당금 지급 회사입니다.

핵심 정보

2.3%

배당 수익률

-0.1%

자사주 매입 수익률

총 주주 수익률2.2%
미래 배당 수익률3.1%
배당 성장률-11.3%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향31%

최근 배당 및 자사주 매입 업데이트

Recent updates

IMPN: Future Turnkey Projects And Higher Dividend Will Support Earnings Quality

Analysts have adjusted their CHF price target for Implenia to reflect updated assumptions for the discount rate, revenue growth, profit margin and future P/E. The new target is now set at CHF 100.00, compared with the previous CHF 100.

IMPN: Large Project Wins And Dividend Increase Will Support Balanced Outlook

Analysts have adjusted their fair value estimate for Implenia to CHF65 from CHF52 to reflect updated views on the discount rate, revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News Implenia secured new building construction contracts in Switzerland and Germany worth more than CHF 310 million for projects scheduled between 2026 and 2028.

IMPN: Major Rail And Infrastructure Contracts Will Support Future Upside Potential

Analysts have revised their fair value estimate for Implenia to CHF 86.00 from CHF 84.40, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors plans to propose a 56% higher dividend of CHF 1.40 per share, compared with CHF 0.90 in the previous year, at the Annual General Meeting on 31 March 2026 (Key Developments).

IMPN: Future Infrastructure Pipeline Will Support Higher Earnings Quality

Analysts now set their fair value estimate for Implenia at CHF 100, up from CHF 61, citing updated assumptions for a lower discount rate, higher revenue growth, modestly improved profit margins and a higher future P/E multiple. What's in the News Implenia has scheduled an Analyst/Investor Day, giving the market a focused update on its business and project pipeline (Key Developments).

IMPN: Major Rail And Bridge Contracts Will Support Future Upside Potential

Analysts have lifted their price target on Implenia from CHF 83.00 to CHF 84.40, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key factors behind the change. What's in the News Implenia plans an Analyst and Investor Day, giving the market a closer look at its business priorities and project pipeline (Key Developments).

IMPN: Future Infrastructure Pipeline And Higher Multiple Support Balanced Outlook

Analysts have raised their price target for Implenia from CHF 62.50 to CHF 83.00, citing updated assumptions around revenue growth, profit margin and a higher future P/E multiple as the key drivers of the change. What's in the News Implenia has secured new infrastructure projects in Germany and Norway, including three bridges and a tunnel carrying motorway sections and connecting roads, with a total contract value of around €350 million, all focused on large, complex mobility and energy supply infrastructure (Key Developments).

IMPN: Major Infrastructure Wins Will Likely Fail To Support Future Pricing

Analysts have maintained their price target for Implenia at CHF 52.00, citing only minor model adjustments to the discount rate, revenue growth and profit margin assumptions as the reasons for reaffirming their view. What's in the News Implenia won new infrastructure contracts in Germany and Norway for three bridges and a tunnel that carry motorway sections and connecting roads, with a total order value of around €350 million.

IMPN: Large Infrastructure Contract Wins Will Likely Fail To Support Pricing

Analysts have maintained their price target for Implenia at €52.00, with the unchanged fair value reflecting only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E rather than a shift in their core view. What's in the News Implenia secured new infrastructure contracts in Germany and Norway for three bridges and a tunnel, with a combined value of around €350m, focused on large and complex mobility and energy supply projects (Key Developments).

IMPN: Large Rail Project Pipeline Will Likely Fail To Support Current Pricing

Analysts have maintained their fair value estimate for Implenia at CHF 52.00. This reflects slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E that offset each other in the overall price target.

Implenia AG (VTX:IMPN) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Dec 24
Implenia AG (VTX:IMPN) Surges 25% Yet Its Low P/E Is No Reason For Excitement

IMPN: Future Earnings Mix Will Likely Fail To Justify Current Pricing

Analysts have raised their price target on Implenia from CHF 48.00 to CHF 52.00, citing expectations of a more profitable earnings mix supported by higher projected profit margins and a lower implied future valuation multiple, despite moderating revenue growth assumptions and a slightly higher discount rate. Valuation Changes Fair Value: Increased from CHF 48.00 to CHF 52.00, reflecting a modest upward revision in the intrinsic value estimate.

We Think Implenia (VTX:IMPN) Is Taking Some Risk With Its Debt

Nov 26
We Think Implenia (VTX:IMPN) Is Taking Some Risk With Its Debt

Earnings Working Against Implenia AG's (VTX:IMPN) Share Price

Oct 28
Earnings Working Against Implenia AG's (VTX:IMPN) Share Price

Implenia (VTX:IMPN) Shareholders Will Want The ROCE Trajectory To Continue

Sep 10
Implenia (VTX:IMPN) Shareholders Will Want The ROCE Trajectory To Continue

Service Solutions Development And Division Mergers Will Improve Future Operations

Despite a lower revenue growth forecast, analysts have raised Implenia's price target, likely reflecting improved net profit margin expectations, with fair value increasing from CHF57.25 to CHF61.50. What's in the News Implenia secured new building construction contracts worth approximately CHF 400 million, including a medical research and training center in Bern and a residential project in Zurich Oberland, with both projects emphasizing specialized expertise and sustainable standards.

Implenia AG Just Beat Revenue By 5.0%: Here's What Analysts Think Will Happen Next

Aug 23
Implenia AG Just Beat Revenue By 5.0%: Here's What Analysts Think Will Happen Next

Implenia AG's (VTX:IMPN) Intrinsic Value Is Potentially 75% Above Its Share Price

Aug 22
Implenia AG's (VTX:IMPN) Intrinsic Value Is Potentially 75% Above Its Share Price

Implenia AG's (VTX:IMPN) Earnings Are Not Doing Enough For Some Investors

May 21
Implenia AG's (VTX:IMPN) Earnings Are Not Doing Enough For Some Investors

A Look At The Fair Value Of Implenia AG (VTX:IMPN)

May 03
A Look At The Fair Value Of Implenia AG (VTX:IMPN)

Should You Investigate Implenia AG (VTX:IMPN) At CHF40.60?

Mar 18
Should You Investigate Implenia AG (VTX:IMPN) At CHF40.60?

Implenia AG (VTX:IMPN) Shares Fly 27% But Investors Aren't Buying For Growth

Feb 14
Implenia AG (VTX:IMPN) Shares Fly 27% But Investors Aren't Buying For Growth
User avatar

Integration Of Wincasa Will Continue To Strain Cash Flows

Declining order backlog and challenging construction markets threaten sales revenue, especially with low demand in Germany.

Here's Why Implenia (VTX:IMPN) Has Caught The Eye Of Investors

Aug 29
Here's Why Implenia (VTX:IMPN) Has Caught The Eye Of Investors

Implenia AG's (VTX:IMPN) CEO Compensation Is Looking A Bit Stretched At The Moment

Mar 20
Implenia AG's (VTX:IMPN) CEO Compensation Is Looking A Bit Stretched At The Moment

Is There An Opportunity With Implenia AG's (VTX:IMPN) 38% Undervaluation?

Dec 21
Is There An Opportunity With Implenia AG's (VTX:IMPN) 38% Undervaluation?

Is Implenia AG (VTX:IMPN) Trading At A 37% Discount?

Aug 17
Is Implenia AG (VTX:IMPN) Trading At A 37% Discount?

Should You Investigate Implenia AG (VTX:IMPN) At CHF19.00?

Jun 17
Should You Investigate Implenia AG (VTX:IMPN) At CHF19.00?

Should You Investigate Implenia AG (VTX:IMPN) At CHF23.00?

Jan 18
Should You Investigate Implenia AG (VTX:IMPN) At CHF23.00?

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: IMPN 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: IMPN 의 배당금 지급액은 지난 10 년 동안 감소했습니다.

배당 수익률 vs 시장

Implenia 배당 수익률 vs 시장
IMPN의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (IMPN)2.3%
시장 하위 25% (CH)2.0%
시장 상위 25% (CH)3.6%
업계 평균 (Construction)2.9%
분석가 예측 (IMPN) (최대 3년)3.1%

주목할만한 배당금: IMPN 의 배당금( 2.28% )은 Swiss 시장에서 배당금 지급자의 하위 25%( 1.98% )보다 높습니다.

고배당: IMPN 의 배당금( 2.28% )은 Swiss 시장에서 배당금 지급자의 상위 25%( 3.6% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 30.8% )로 IMPN 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 31.7% )로 IMPN 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/02 20:21
종가2026/04/30 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.

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 스노우플레이크

이 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 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Implenia AG는 8명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Patrick AppenzellerBaader Helvea Equity Research
Patrick LaagerBerenberg
Christian KorthHSBC