View ValuationCambi 향후 성장Future 기준 점검 5/6Cambi (는) 각각 연간 39.7% 및 18.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 48.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 48.8% 로 예상됩니다.핵심 정보39.7%이익 성장률48.40%EPS 성장률Machinery 이익 성장21.9%매출 성장률18.8%향후 자기자본이익률48.81%애널리스트 커버리지Low마지막 업데이트13 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • Jun 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Member of Advisory Board Jean-Michel Herrewyn was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Jun 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Member of Advisory Board Jean-Michel Herrewyn was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Member of Advisory Board Jean-Michel Herrewyn was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.97, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.67 per share.공고 • Dec 31Cambi ASA, Annual General Meeting, May 07, 2026Cambi ASA, Annual General Meeting, May 07, 2026.공고 • Dec 30+ 4 more updatesCambi ASA to Report Q1, 2026 Results on May 12, 2026Cambi ASA announced that they will report Q1, 2026 results on May 12, 2026Board Change • Dec 05No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Board Change • Nov 13No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.공고 • Nov 06Cambi ASA announces Annual dividend, payable on November 20, 2025Cambi ASA announced Annual dividend of NOK 0.4500 per share payable on November 20, 2025, ex-date on November 10, 2025 and record date on November 11, 2025.Board Change • Oct 29No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Board Change • Sep 12No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Board Change • Jul 07No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Board Change • Jun 13No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.Reported Earnings • Apr 13Full year 2024 earnings released: EPS: kr0.94 (vs kr1.15 in FY 2023)Full year 2024 results: EPS: kr0.94 (down from kr1.15 in FY 2023). Revenue: kr1.03b (up 5.8% from FY 2023). Net income: kr149.7m (down 19% from FY 2023). Profit margin: 14% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €1.28, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Machinery industry in Germany. Negligible returns to shareholders over past year.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.48, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 91% over the past three years.Board Change • Feb 07No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jan 15No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.공고 • Dec 24Cambi ASA, Annual General Meeting, May 08, 2025Cambi ASA, Annual General Meeting, May 08, 2025.공고 • Dec 23+ 4 more updatesCambi ASA to Report Q3, 2025 Results on Nov 06, 2025Cambi ASA announced that they will report Q3, 2025 results on Nov 06, 2025Board Change • Dec 20No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Nov 29No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: kr277.5m (up 18% from 3Q 2023). Net income: kr43.0m (down 39% from 3Q 2023). Profit margin: 16% (down from 30% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.Board Change • Oct 14No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • Aug 23Chief Executive Officer recently sold €1.6m worth of stockOn the 21st of August, Eirik Fadnes sold around 1m shares on-market at roughly €1.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eirik's only on-market trade for the last 12 months.Reported Earnings • Aug 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr306.4m (up 29% from 2Q 2023). Net income: kr58.4m (up 10% from 2Q 2023). Profit margin: 19% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.Board Change • Jul 10No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Apr 26Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 03 May 2024. Payment date: 16 May 2024. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).Reported Earnings • Apr 20Full year 2023 earnings released: EPS: kr1.15 (vs kr0.073 loss in FY 2022)Full year 2023 results: EPS: kr1.15 (up from kr0.073 loss in FY 2022). Revenue: kr976.6m (up 122% from FY 2022). Net income: kr184.1m (up kr195.7m from FY 2022). Profit margin: 19% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Declared Dividend • Mar 15Final dividend of kr1.00 announcedShareholders will receive a dividend of kr1.00. Ex-date: 3rd May 2024 Payment date: 16th May 2024 Dividend yield will be 70%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (83% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Mar 07Full year 2023 earnings releasedFull year 2023 results: Revenue: kr976.6m (up 122% from FY 2022). Net income: kr185.2m (up kr196.8m from FY 2022). Profit margin: 19% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Machinery industry in Germany.공고 • Mar 07Cambi ASA Proposes Cash Dividend, Payable on or About 16 May 2024Cambi ASA proposed cash dividend of NOK 1.00 per share, subject to approval by the annual general meeting of Cambi ASA on 2 May 2024. Ex-date is 3 May 2024, Record date is 6 May 2024 and Payment date is on or about 16 May 2024.공고 • Nov 19Cambi Asa Announces CEO ChangesCambi ASA announced that Eirik Fadnes, will be away on paternity leave until March 2024. Cambi announced that Lars-Petter Traa, currently employed as Chief Commercial Officer, has accepted to fill the position as acting CEO for the entire period that Fadnes is away on paternity leave.New Risk • Nov 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 02Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr234.8m (up 115% from 3Q 2022). Net income: kr70.5m (up kr72.8m from 3Q 2022). Profit margin: 30% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.공고 • Oct 30+ 5 more updatesCambi ASA, Annual General Meeting, May 02, 2024Cambi ASA, Annual General Meeting, May 02, 2024.공고 • Oct 01Cambi ASA Approves Dividend, Payable is Expected to Occur on or Around 10 October 2023Cambi ASA held an extraordinary general meeting on September 29, 2023, approved dividend of NOK 0.6 per share will be distributed as a repayment of paid-in capital. The dividend will be paid to the shareholders as of 29 September 2023 (shareholders as registered in VPS on 3 October 2023), ex-date 2 October 2023. The dividend payment is expected to occur on or around 10 October 2023.Upcoming Dividend • Sep 25Upcoming dividend of kr0.60 per share at 1.1% yieldEligible shareholders must have bought the stock before 02 October 2023. Payment date: 10 October 2023. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.8%).공고 • Sep 15Cambi Asa Proposes Dividend, Payable on 10 October 2023Cambi ASA proposed dividend payment of NOK 0.60 per share. The proposed dividend is subject to approval by an Extraordinary General Meeting. Ex-date: 2 October 2023, Record date: 3 October 2023, Payment date: 10 October 2023, Date of approval: 29 September 2023.Reported Earnings • Aug 23Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr237.9m (up 127% from 2Q 2022). Net income: kr52.9m (up kr61.6m from 2Q 2022). Profit margin: 22% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 10x in the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €1.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €1.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Machinery industry in Germany.Board Change • Jun 16No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.공고 • Jun 01Cambi ASA Establishes an Advisory Board and Appoints to It Three Experienced Water Sector Professionals to Guide Future Strategic GrowthCambi ASA announced the establishment of an advisory board to guide its strategic decisions and future growth. The advisory board will at the outset consist of three esteemed members: Cindy Wallis-Lage, Glen Thomas Daigger, and Jean-Michel Herrewyn. Cindy Wallis-Lage is a recognised thought leader in the global water industry, having advised public and private entities successfully develop, enhance and manage their wastewater and biosolids infrastructure and practices. She has held various leadership positions at Black and Veatch, including that of president of the company's global water business. With her deep knowledge of the water industry and her experience as a business leader, Mrs. Wallis-Lage will bring a wealth of insight to Cambi's advisory board. Glen Thomas Daigger is widely recognised as a leader in the field of wastewater treatment and served as board director for Cambi from 2015 to 2023. He is a professor of engineering practice at the University of Michigan and has published numerous articles and books on the subject. With over 40 years of experience in the industry and an outstanding global professional network, professor Daigger brings valuable knowledge and expertise to Cambi's advisory board. Jean-Michel Herrewyn is a seasoned executive with more than 30 years of experience in the water and wastewater treatment industry. He has advised public and private customers, operators, tech companies and infrastructure funds on investment opportunities in the water-related sectors. Mr. Herrewyn has held executive positions at several major companies, including Veolia Water Technologies. His extensive experience in international business and strategic planning will inform to Cambi's future growth.공고 • May 11+ 1 more updateCambi ASA Appoints Ranhild Lund-Johansen as Employee-Elected DirectorCambi ASA at its Annual General Meeting held on 10 May 2023, announced that Ranhild Lund-Johansen has been elected as employee-elected member of the company's board of directors. The election of employee-elected members to the board of directors enters into effect on 10 May 2023 and is effective until the ordinary election of employee-elected members to the board in 2025.공고 • Dec 29+ 4 more updatesCambi ASA to Report Fiscal Year 2023 Results on Apr 17, 2024Cambi ASA announced that they will report fiscal year 2023 results on Apr 17, 2024공고 • Jul 07Cambi ASA Appoints Mats Tristan Tjemsl as Chief Financial Officer, Effective November 01, 2022Mats Tristan Tjemsl and has been appointed as the new Chief Financial Officer of Cambi ASA, assuming the position on 1 November 2022. Tjemsland is currently the VP of Corporate Controlling & Analytics in Aker BioMarine ASA, a global biotechnology company, where he has held various positions since 2015. He brings experience in finance, analytics, business development, strategy, and M&A. Mr. Tjemsland holds an MSc in Economics and Business Administration from the Norwegian School of Economics and an MSc in Management from the University of Mannheim.Reported Earnings • May 25First quarter 2022 earnings released: kr0.13 loss per share (vs kr0.011 loss in 1Q 2021)First quarter 2022 results: kr0.13 loss per share (down from kr0.011 loss in 1Q 2021). Revenue: kr69.1m (down 36% from 1Q 2021). Net loss: kr21.2m (loss widened kr19.4m from 1Q 2021). Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Germany.Board Change • May 18High number of new directorsChair of the Board Per Lillebo was the last director to join the board, commencing their role in 2022.이익 및 매출 성장 예측MUN:3W7 - 애널리스트 향후 추정치 및 과거 재무 데이터 (NOK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,647357292314212/31/20271,402276148194212/31/20261,015106253613/31/20261,022137313320N/A12/31/20251,068135264272N/A9/30/20251,058160109120N/A6/30/20251,078164-56-40N/A3/31/20251,043133-77-57N/A12/31/20241,033150-37-16N/A9/30/20241,0941353457N/A6/30/20241,051162234251N/A3/31/2024983157145165N/A12/31/2023977184192211N/A9/30/2023840193206222N/A6/30/20237141208297N/A3/31/20235815889141N/A12/31/2022440-12759N/A9/30/2022370-47-78-26N/A6/30/2022390-32-3615N/A3/31/2022419-6-53-49N/A12/31/202145813-13-9N/A9/30/202146642614N/A6/30/202143727-29-21N/A3/31/20213992618N/A12/31/202036716-22-16N/A9/30/20203393N/AN/AN/A12/31/2019281-18N/A22N/A12/31/20183515N/A0N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3W7 의 연간 예상 수익 증가율(39.7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 3W7 의 연간 수익(39.7%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3W7 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 3W7 의 수익(연간 18.8%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3W7 의 수익(연간 18.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3W7의 자본 수익률은 3년 후 48.8%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/16 17:56종가2026/06/29 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cambi ASA는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ole-Andreas KrohnDNB CarnegieSimen MortensenDNB CarnegieHoang NguyenDNB Carnegie3명의 분석가 더 보기
Board Change • Jun 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Member of Advisory Board Jean-Michel Herrewyn was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Jun 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Member of Advisory Board Jean-Michel Herrewyn was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Member of Advisory Board Jean-Michel Herrewyn was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.97, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.67 per share.
공고 • Dec 31Cambi ASA, Annual General Meeting, May 07, 2026Cambi ASA, Annual General Meeting, May 07, 2026.
공고 • Dec 30+ 4 more updatesCambi ASA to Report Q1, 2026 Results on May 12, 2026Cambi ASA announced that they will report Q1, 2026 results on May 12, 2026
Board Change • Dec 05No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Board Change • Nov 13No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
공고 • Nov 06Cambi ASA announces Annual dividend, payable on November 20, 2025Cambi ASA announced Annual dividend of NOK 0.4500 per share payable on November 20, 2025, ex-date on November 10, 2025 and record date on November 11, 2025.
Board Change • Oct 29No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Board Change • Sep 12No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Board Change • Jul 07No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Board Change • Jun 13No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
Reported Earnings • Apr 13Full year 2024 earnings released: EPS: kr0.94 (vs kr1.15 in FY 2023)Full year 2024 results: EPS: kr0.94 (down from kr1.15 in FY 2023). Revenue: kr1.03b (up 5.8% from FY 2023). Net income: kr149.7m (down 19% from FY 2023). Profit margin: 14% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €1.28, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Machinery industry in Germany. Negligible returns to shareholders over past year.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.48, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 91% over the past three years.
Board Change • Feb 07No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jan 15No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
공고 • Dec 24Cambi ASA, Annual General Meeting, May 08, 2025Cambi ASA, Annual General Meeting, May 08, 2025.
공고 • Dec 23+ 4 more updatesCambi ASA to Report Q3, 2025 Results on Nov 06, 2025Cambi ASA announced that they will report Q3, 2025 results on Nov 06, 2025
Board Change • Dec 20No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Nov 29No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: kr277.5m (up 18% from 3Q 2023). Net income: kr43.0m (down 39% from 3Q 2023). Profit margin: 16% (down from 30% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
Board Change • Oct 14No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • Aug 23Chief Executive Officer recently sold €1.6m worth of stockOn the 21st of August, Eirik Fadnes sold around 1m shares on-market at roughly €1.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eirik's only on-market trade for the last 12 months.
Reported Earnings • Aug 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr306.4m (up 29% from 2Q 2023). Net income: kr58.4m (up 10% from 2Q 2023). Profit margin: 19% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
Board Change • Jul 10No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Apr 26Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 03 May 2024. Payment date: 16 May 2024. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: kr1.15 (vs kr0.073 loss in FY 2022)Full year 2023 results: EPS: kr1.15 (up from kr0.073 loss in FY 2022). Revenue: kr976.6m (up 122% from FY 2022). Net income: kr184.1m (up kr195.7m from FY 2022). Profit margin: 19% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Declared Dividend • Mar 15Final dividend of kr1.00 announcedShareholders will receive a dividend of kr1.00. Ex-date: 3rd May 2024 Payment date: 16th May 2024 Dividend yield will be 70%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (83% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Mar 07Full year 2023 earnings releasedFull year 2023 results: Revenue: kr976.6m (up 122% from FY 2022). Net income: kr185.2m (up kr196.8m from FY 2022). Profit margin: 19% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Machinery industry in Germany.
공고 • Mar 07Cambi ASA Proposes Cash Dividend, Payable on or About 16 May 2024Cambi ASA proposed cash dividend of NOK 1.00 per share, subject to approval by the annual general meeting of Cambi ASA on 2 May 2024. Ex-date is 3 May 2024, Record date is 6 May 2024 and Payment date is on or about 16 May 2024.
공고 • Nov 19Cambi Asa Announces CEO ChangesCambi ASA announced that Eirik Fadnes, will be away on paternity leave until March 2024. Cambi announced that Lars-Petter Traa, currently employed as Chief Commercial Officer, has accepted to fill the position as acting CEO for the entire period that Fadnes is away on paternity leave.
New Risk • Nov 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 02Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr234.8m (up 115% from 3Q 2022). Net income: kr70.5m (up kr72.8m from 3Q 2022). Profit margin: 30% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.
공고 • Oct 30+ 5 more updatesCambi ASA, Annual General Meeting, May 02, 2024Cambi ASA, Annual General Meeting, May 02, 2024.
공고 • Oct 01Cambi ASA Approves Dividend, Payable is Expected to Occur on or Around 10 October 2023Cambi ASA held an extraordinary general meeting on September 29, 2023, approved dividend of NOK 0.6 per share will be distributed as a repayment of paid-in capital. The dividend will be paid to the shareholders as of 29 September 2023 (shareholders as registered in VPS on 3 October 2023), ex-date 2 October 2023. The dividend payment is expected to occur on or around 10 October 2023.
Upcoming Dividend • Sep 25Upcoming dividend of kr0.60 per share at 1.1% yieldEligible shareholders must have bought the stock before 02 October 2023. Payment date: 10 October 2023. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.8%).
공고 • Sep 15Cambi Asa Proposes Dividend, Payable on 10 October 2023Cambi ASA proposed dividend payment of NOK 0.60 per share. The proposed dividend is subject to approval by an Extraordinary General Meeting. Ex-date: 2 October 2023, Record date: 3 October 2023, Payment date: 10 October 2023, Date of approval: 29 September 2023.
Reported Earnings • Aug 23Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr237.9m (up 127% from 2Q 2022). Net income: kr52.9m (up kr61.6m from 2Q 2022). Profit margin: 22% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 10x in the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €1.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €1.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Machinery industry in Germany.
Board Change • Jun 16No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Board Member Birgitte Sandvold is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
공고 • Jun 01Cambi ASA Establishes an Advisory Board and Appoints to It Three Experienced Water Sector Professionals to Guide Future Strategic GrowthCambi ASA announced the establishment of an advisory board to guide its strategic decisions and future growth. The advisory board will at the outset consist of three esteemed members: Cindy Wallis-Lage, Glen Thomas Daigger, and Jean-Michel Herrewyn. Cindy Wallis-Lage is a recognised thought leader in the global water industry, having advised public and private entities successfully develop, enhance and manage their wastewater and biosolids infrastructure and practices. She has held various leadership positions at Black and Veatch, including that of president of the company's global water business. With her deep knowledge of the water industry and her experience as a business leader, Mrs. Wallis-Lage will bring a wealth of insight to Cambi's advisory board. Glen Thomas Daigger is widely recognised as a leader in the field of wastewater treatment and served as board director for Cambi from 2015 to 2023. He is a professor of engineering practice at the University of Michigan and has published numerous articles and books on the subject. With over 40 years of experience in the industry and an outstanding global professional network, professor Daigger brings valuable knowledge and expertise to Cambi's advisory board. Jean-Michel Herrewyn is a seasoned executive with more than 30 years of experience in the water and wastewater treatment industry. He has advised public and private customers, operators, tech companies and infrastructure funds on investment opportunities in the water-related sectors. Mr. Herrewyn has held executive positions at several major companies, including Veolia Water Technologies. His extensive experience in international business and strategic planning will inform to Cambi's future growth.
공고 • May 11+ 1 more updateCambi ASA Appoints Ranhild Lund-Johansen as Employee-Elected DirectorCambi ASA at its Annual General Meeting held on 10 May 2023, announced that Ranhild Lund-Johansen has been elected as employee-elected member of the company's board of directors. The election of employee-elected members to the board of directors enters into effect on 10 May 2023 and is effective until the ordinary election of employee-elected members to the board in 2025.
공고 • Dec 29+ 4 more updatesCambi ASA to Report Fiscal Year 2023 Results on Apr 17, 2024Cambi ASA announced that they will report fiscal year 2023 results on Apr 17, 2024
공고 • Jul 07Cambi ASA Appoints Mats Tristan Tjemsl as Chief Financial Officer, Effective November 01, 2022Mats Tristan Tjemsl and has been appointed as the new Chief Financial Officer of Cambi ASA, assuming the position on 1 November 2022. Tjemsland is currently the VP of Corporate Controlling & Analytics in Aker BioMarine ASA, a global biotechnology company, where he has held various positions since 2015. He brings experience in finance, analytics, business development, strategy, and M&A. Mr. Tjemsland holds an MSc in Economics and Business Administration from the Norwegian School of Economics and an MSc in Management from the University of Mannheim.
Reported Earnings • May 25First quarter 2022 earnings released: kr0.13 loss per share (vs kr0.011 loss in 1Q 2021)First quarter 2022 results: kr0.13 loss per share (down from kr0.011 loss in 1Q 2021). Revenue: kr69.1m (down 36% from 1Q 2021). Net loss: kr21.2m (loss widened kr19.4m from 1Q 2021). Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Germany.
Board Change • May 18High number of new directorsChair of the Board Per Lillebo was the last director to join the board, commencing their role in 2022.