Sika AG

SWX:SIKA 주식 리포트

시가총액: CHF 26.1b

Sika 경영진

경영진 기준 점검 4/4

Sika CEO는 Thomas Hasler, May2021 에 임명되었습니다 의 임기는 5.17 년입니다. 총 연간 보상은 CHF4.30M, 32.3% 급여 및 67.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CHF7.02M 가치에 해당하는 회사 주식의 0.027% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.9 년과 4.3 년입니다.

핵심 정보

Thomas Hasler

최고경영자

CHF 4.3m

총 보수

CEO 급여 비율32.32%
CEO 재임 기간5.2yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간4.9yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jul 08

SIKA: Neutral Rating Shift And Facility Expansion May Support Repricing

Analysts have nudged the fair value estimate for Sika higher, from CHF 180.69 to CHF 187.82. They cite slightly firmer revenue growth assumptions, a marginally lower discount rate, and updated P/E expectations that reflect the recent series of price target increases to around CHF 161 to CHF 165 alongside the shift to more neutral ratings.
내러티브 업데이트 Jun 24

SIKA: New Facilities And Mixed Ratings Set Up Measured Repricing Potential

The analyst price target for Sika has been adjusted slightly higher to CHF 180.69. Analysts point to refined assumptions on margins, a modestly higher future P/E of about 22.73, and recent target moves, such as the JPMorgan upgrade to Neutral with a CHF 165 target, as support for the updated view.
분석 기사 Jun 17

Sika (SWX:SIKA) Stock Could Be 11.2% Undervalued After Belgian Expansion

Why Sika stock is in focus after Belgian expansion and survey results Sika (SWX:SIKA) has drawn fresh attention after commissioning a new concrete admixtures plant and technical center in Ham, Belgium, alongside reporting strong 2026 global employee engagement scores. See our latest analysis for Sika. The new Belgian facility and strong 2026 survey results arrive while Sika’s share price has gained momentum in the short term, with a 30 day share price return of 15.13% and 90 day share price...
내러티브 업데이트 Jun 10

SIKA: Future Execution On New Facilities And Digital Shift Will Support Repricing

The analyst price target for Sika is now set at CHF 161, a CHF 4 increase from the previous level, as analysts update their views on revenue growth, margins and future P/E after a mix of recent target reductions and increases across the Street. Analyst Commentary Bullish Takeaways Bullish analysts lifting their targets toward CHF 161 indicate that they see current valuation as broadly aligned with their updated P/E assumptions, rather than stretched.
내러티브 업데이트 May 26

SIKA: Future Execution And New Facilities Expansion Will Support Share Repricing

Analysts have made only a slight adjustment to the Sika fair value estimate, reflecting a mix of recent Street price target moves, including Deutsche Bank raising its target to CHF 161 and several others trimming theirs by CHF 3 to CHF 14. Analyst Commentary Recent Street research around Sika reflects a mix of optimism and caution, with several firms fine tuning their price targets rather than making sweeping changes.
내러티브 업데이트 May 03

SIKA: Lower Future P/E Assumptions Will Pressure Earnings-Based Upside Potential

The analyst fair value estimate for Sika has been revised from CHF 140 to CHF 125, reflecting a series of recent changes in Street price targets as analysts reassess their assumptions on growth and P/E multiples. Analyst Commentary Recent Street research shows a mixed but generally cautious tone around Sika, with several bearish analysts trimming price targets and flagging risks around growth expectations and valuation.
내러티브 업데이트 Apr 19

SIKA: Future Execution And AI Concrete Partnership Will Support Share Repricing

The updated analyst price target for Sika reflects a reduction of about CHF 13, as analysts factor in slightly lower assumed profit margins and P/E multiples, partly offset by adjustments to revenue growth and discount rate inputs. Analyst Commentary Recent price target changes for Sika show a mix of optimism and caution, with several adjustments clustered in a relatively short period.
내러티브 업데이트 Apr 05

SIKA: Mixed Research Views And AI Execution Will Shape Future P/E

Analysts have reset the consolidated price target for Sika to CHF 140, reflecting a series of recent target trims and modest revisions to growth, margin and discount rate assumptions, while Street views remain mixed across firms cutting targets and others edging them higher. Analyst Commentary Street research around Sika has turned more cautious, with several bearish analysts trimming price targets and flagging a less generous setup for valuation and execution than previously assumed.
내러티브 업데이트 Mar 22

SIKA: Future Execution And AI Concrete Partnership May Support Upside Potential

Analysts have trimmed the Sika fair value estimate from CHF 253.32 to CHF 193.36. This broadly echoes recent Street price target moves that reflect more cautious assumptions on growth, margins, and future P/E multiples.
내러티브 업데이트 Mar 08

SIKA: Execution On Efficiency And AI Partnership Will Shape Future P/E

Our Sika fair value remains at CHF 140, reflecting lower Street price targets clustered around CHF 140 to CHF 170 and analyst updates to growth, margins, and the assumed future P/E multiple. Analyst Commentary Recent Street research on Sika has converged around a tighter range of price targets, broadly between CHF 140 and CHF 190.
내러티브 업데이트 Feb 22

SIKA: Lower Multiple Assumptions Will Pressure Shares If Execution Disappoints

Analysts have cut their fair value estimate for Sika from CHF 185.0 to CHF 140.0, reflecting recent broad-based price target reductions across the Street, alongside slightly adjusted assumptions for growth, margins, discount rate and future P/E multiples. Analyst Commentary Recent Street research on Sika has centered on a series of price target revisions that align with the cut in the fair value estimate to CHF 140.0. While there is at least one higher target in the mix, the tone of most recent updates has skewed cautious, with several bearish analysts trimming their expectations for the shares.
분석 기사 Oct 07

Is It Time To Consider Buying Sika AG (VTX:SIKA)?

Today we're going to take a look at the well-established Sika AG ( VTX:SIKA ). The company's stock received a lot of...
분석 기사 Sep 24

Sika AG's (VTX:SIKA) Intrinsic Value Is Potentially 60% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sika fair value estimate is CHF284 Current share price of...
분석 기사 Aug 15

Slowing Rates Of Return At Sika (VTX:SIKA) Leave Little Room For Excitement

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Jul 31

Sika AG's (VTX:SIKA) Business Is Yet to Catch Up With Its Share Price

With a price-to-earnings (or "P/E") ratio of 25.4x Sika AG ( VTX:SIKA ) may be sending bearish signals at the moment...
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새로운 내러티브 Nov 07

North America's Infrastructure Boom And Tactical Acquisitions Fuel Promising Growth

Strong growth in North America driven by infrastructure projects and synergies from MBCC acquisition boost revenue and increase EBITDA margins.

CEO 보수 분석

Thomas Hasler의 보수는 Sika의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025CHF 4mCHF 1m

CHF 1b

Sep 30 2025n/an/a

CHF 1b

Jun 30 2025n/an/a

CHF 1b

Mar 31 2025n/an/a

CHF 1b

Dec 31 2024CHF 5mCHF 1m

CHF 1b

Sep 30 2024n/an/a

CHF 1b

Jun 30 2024n/an/a

CHF 1b

Mar 31 2024n/an/a

CHF 1b

Dec 31 2023CHF 5mCHF 1m

CHF 1b

Sep 30 2023n/an/a

CHF 1b

Jun 30 2023n/an/a

CHF 975m

Mar 31 2023n/an/a

CHF 1b

Dec 31 2022CHF 4mCHF 1m

CHF 1b

Sep 30 2022n/an/a

CHF 1b

Jun 30 2022n/an/a

CHF 1b

Mar 31 2022n/an/a

CHF 1b

Dec 31 2021CHF 3mCHF 800k

CHF 1b

보상 대 시장: Thomas의 총 보수(USD5.32M)는 Swiss 시장에서 비슷한 규모 기업의 평균(USD5.97M) 수준입니다.

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


CEO

Thomas Hasler (61 yo)

5.2yrs
재임 기간
CHF 4,301,000
보수

Mr. Thomas Hasler, Dipl. Ing. Chem. HTl, MBA, served as Head of Global Business and Industry of Sika AG since April 01, 2018 until 2021 and serves as its Chief Executive Officer since May 01, 2021. He was...


리더십 팀

이름직위재임 기간보수지분
Thomas Hasler
Chief Executive Officer5.2yrsCHF 4.30m0.027%
CHF 7.0m
Adrian Widmer
Chief Financial Officer12.3yrs데이터 없음0.023%
CHF 5.9m
Jochen Werling
Chief Digital & Information Officerless than a year데이터 없음데이터 없음
Raffaella Marzi
Head of Human Resources7.1yrs데이터 없음0.0020%
CHF 517.0k
Dominik Slappnig
Head of Corporate Communications & Investor Relationsno data데이터 없음데이터 없음
Marcos Vazquez
Head of Global Procurementno data데이터 없음데이터 없음
Christine Kukan
Head Investor Relationsno data데이터 없음데이터 없음
Patricia Heidtman
Chief Innovation & Sustainability Officer4.7yrs데이터 없음0.00087%
CHF 227.2k
Philipp Irniger
Head of Constructionless than a year데이터 없음데이터 없음
Stefan Mosli
Senior Counsel & Secretary of the Boardno data데이터 없음데이터 없음
Philippe Jost
Regional Manager of Asia/Pacificno data데이터 없음0.0040%
CHF 1.1m
Jean de Martres
Africa Area Managerno data데이터 없음데이터 없음
4.9yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: SIKA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.9 년).


이사회 구성원

이름직위재임 기간보수지분
Thomas Aebischer
Independent Director2.3yrsCHF 317.63k0.00038%
CHF 99.2k
Victor Balli
Independent Director7.3yrsCHF 337.58k0.0024%
CHF 639.7k
Gordana Landen
Independent Director4.3yrsCHF 297.61k0.0012%
CHF 302.9k
Barbara Frei-Spreiter
Independent Directorless than a year데이터 없음데이터 없음
Lukas Gahwiler
Independent Directorless than a year데이터 없음데이터 없음
Thierry F. Vanlancker
Independent Chairman of the Board7.3yrsCHF 937.63k0.0039%
CHF 1.0m
Lucrece J. Foufopoulos-De Ridder
Independent Director4.3yrsCHF 317.63k0.0011%
CHF 287.2k
Justin Howell
Independent Director8.1yrsCHF 310.11k0.0026%
CHF 678.9k
Kwok Ng
Independent Director1.5yrsCHF 225.06k데이터 없음
4.3yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: SIKA의 이사회경험이 있음으로 간주됩니다(평균 재임 4.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 05:24
종가2026/07/10 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

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산업 및 섹터 지표

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분석가 소스

Sika AG는 31명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Zana MamelliBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Pierre Sylvain RousseauBarclays