AlzChem Group 향후 성장
Future 기준 점검 4/6
AlzChem Group (는) 각각 연간 18.8% 및 11.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27.7% 로 예상됩니다.
핵심 정보
18.8%
이익 성장률
19.10%
EPS 성장률
| Chemicals 이익 성장 | 43.1% |
| 매출 성장률 | 11.2% |
| 향후 자기자본이익률 | 27.66% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Aug 02
AlzChem Group AG Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 4.0% to close at €156 following the...분석 기사 • Mar 05
AlzChem Group AG (ETR:ACT) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 6.3% to close at €77.80 following the...Recent updates
분석 기사 • May 08
Investors Shouldn't Be Too Comfortable With AlzChem Group's (ETR:ACT) Earnings
Despite announcing strong earnings, AlzChem Group AG's ( ETR:ACT ) stock was sluggish. Our analysis uncovered some...
내러티브 업데이트 • May 01
ACT: Specialty Chemicals Moat And 2026 Expansions Will Drive Future Upside
Narrative update on AlzChem Group The analyst fair value estimate for AlzChem has been lifted by €5 to €200, with analysts citing recent price target increases from multiple firms and reinforcing views around the company's specialty chemicals focus, margin profile and potential long term value creation. Analyst Commentary Bullish analysts have been steadily lifting their price targets for AlzChem, pointing to the specialty chemicals focus and the margin profile as key supports for higher valuations.
내러티브 업데이트 • Apr 17
ACT: Specialty Platform And 2026 Expansions Will Underpin Cash Flow And Dividend Potential
Analysts have lifted their price targets on AlzChem to a range of about €195 to €197, reflecting updated models that incorporate a slightly lower discount rate, modestly higher revenue growth and profit margin assumptions, and a marginally reduced future P/E. Analyst Commentary Recent research points to a broadly constructive stance on AlzChem Group, with several firms lifting price targets into a narrow band between about €195 and €197.내러티브 업데이트 • Apr 03
ACT: Specialty Platform And 2026 Expansions Will Support Measured Long Term Upside Potential
The updated analyst price target for AlzChem Group has moved from €165 to €173, as analysts point to recent target increases on the Street and renewed confidence in the company's specialty chemicals focus and niche production platform. Analyst Commentary Recent Street research has centered on higher price targets for AlzChem Group, with several firms highlighting the specialty chemicals profile and niche positioning as key supports for their views.
내러티브 업데이트 • Mar 20
ACT: Specialty Chemicals Platform And 2026 Expansion Plans Will Support Upside
Analysts have lifted the implied fair value estimate for AlzChem Group to about €185 from roughly €177, supported by higher Street price targets in the €195 to €197 range and confidence in the company's specialty chemicals focus and production platform. Analyst Commentary Recent research updates point to a constructive tone from bullish analysts, who see the higher price targets as aligned with confidence in AlzChem Group's business model and execution around specialty chemicals.내러티브 업데이트 • Mar 06
ACT: Specialty Chemicals Moat And 2026 Projects Will Drive Future Upside
Narrative Update on AlzChem Group The analyst price target for AlzChem Group has moved from €185 to €195, with analysts highlighting the company's specialty chemicals performance, unique production platform and high margin growth projects as key factors in their updated view. Analyst Commentary Bullish analysts are leaning into a constructive view on AlzChem Group, pointing to recent research updates as support for higher valuation expectations and confidence in the company’s execution.내러티브 업데이트 • Feb 19
ACT: New Creatine Capacity Plan Will Support Measured Long Term Upside Potential
Analysts are holding their price target for AlzChem Group steady at €165.00. They explain the unchanged view by pointing to updated assumptions that combine a slightly higher discount rate and P/E multiple with adjusted revenue growth and profit margin expectations.내러티브 업데이트 • Feb 05
ACT: New Creatine Investment Program Will Support Long Term Upside Potential
Analysts have lifted their price target on AlzChem Group from €150.00 to €165.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News AlzChem Group AG has approved an investment program of around €120 million aimed at supporting additional profitable growth and reinforcing its presence in specialty chemicals for sports, food, and health (company announcement).분석 기사 • Jan 23
Is AlzChem Group AG (ETR:ACT) Trading At A 33% Discount?
Key Insights AlzChem Group's estimated fair value is €231 based on 2 Stage Free Cash Flow to Equity Current share price...내러티브 업데이트 • Jan 21
ACT: New Creatine Plant And 2025 Outlook Will Underpin Balanced Prospects
Analysts have modestly trimmed their price target for AlzChem Group to €176.94 from €179.93 as minor adjustments to the discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations feed into a slightly lower fair value estimate. What's in the News AlzChem Group AG approved an investment program of around €120 million to build a more automated production plant for creatine and its precursors, along with related infrastructure, targeting additional growth in sports, food and health (Key Developments).내러티브 업데이트 • Jan 07
ACT: New Creatine Capacity Expansion And 2025 Record Outlook Will Support Upside
Analysts now set a higher fair value target for AlzChem Group at €179.93 compared with €167.10 previously. They point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple.내러티브 업데이트 • Dec 16
ACT: New Creatine Capacity And Partnerships Will Support Balanced Long Term Outlook
Analysts have raised their price target for AlzChem Group from €97.00 to €150.00, citing slightly stronger expectations for long term revenue growth and a higher justified future P E multiple, despite a modestly lower profit margin outlook. What's in the News AlzChem Group has approved an approximately EUR 120 million investment program to build a more automated creatine production plant and related infrastructure, targeting additional annual sales in the early triple-digit million euro range.내러티브 업데이트 • Dec 02
ACT: Earnings Guidance And New Product Launch Will Drive Record Performance
Analysts have maintained their price target for AlzChem Group at €167.10. They cite steady outlooks for revenue growth and profit margins, with only minor adjustments to the discount rate and future earnings projections.분석 기사 • Nov 24
AlzChem Group AG's (ETR:ACT) Business Is Trailing The Market But Its Shares Aren't
With a price-to-earnings (or "P/E") ratio of 21.1x AlzChem Group AG ( ETR:ACT ) may be sending bearish signals at the...내러티브 업데이트 • Nov 18
ACT: Strong Revenue Outlook And Product Launches Will Drive Upside Momentum
Analysts have raised their price target for AlzChem Group from €163.10 to €167.10, citing improved revenue growth forecasts. These improved forecasts have offset slight adjustments in the discount rate and profit margin expectations.내러티브 업데이트 • Nov 02
ACT: Profitability Improvements And Product Launch Partnerships Will Support Fair Valuation
Analysts have raised their price target for AlzChem Group from €154.24 to €163.10. They cite improved profit margin projections and continued confidence in the company's financial outlook.분석 기사 • Oct 13
AlzChem Group AG (ETR:ACT) Shares Could Be 34% Below Their Intrinsic Value Estimate
Key Insights AlzChem Group's estimated fair value is €236 based on 2 Stage Free Cash Flow to Equity AlzChem Group's...분석 기사 • Sep 13
Is AlzChem Group (ETR:ACT) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Aug 20
Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities
The increase in AlzChem Group’s consensus price target is primarily driven by a higher forward P/E multiple rather than changes in revenue growth forecasts, with fair value rising from €135.24 to €143.64. What's in the News AlzChem Group AG confirmed its full-year 2025 guidance, projecting organic sales growth of approximately 5% to around EUR 580 million.분석 기사 • Aug 20
Is Now An Opportune Moment To Examine AlzChem Group AG (ETR:ACT)?
While AlzChem Group AG ( ETR:ACT ) might not have the largest market cap around , it received a lot of attention from a...내러티브 업데이트 • Aug 06
Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities
AlzChem Group's higher consensus price target reflects improved profitability and a lower forward P/E, indicating stronger earnings expectations and valuation support, with fair value raised from €124.40 to €135.24. What's in the News AlzChem Group AG confirmed full year 2025 guidance, expecting approximately 5% organic sales growth to around EUR 580 million.분석 기사 • Aug 02
AlzChem Group AG Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 4.0% to close at €156 following the...분석 기사 • Jul 22
AlzChem Group AG (ETR:ACT) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
AlzChem Group AG ( ETR:ACT ) shares have continued their recent momentum with a 25% gain in the last month alone. The...분석 기사 • Jun 02
Returns Are Gaining Momentum At AlzChem Group (ETR:ACT)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • May 19
A Look At The Fair Value Of AlzChem Group AG (ETR:ACT)
Key Insights AlzChem Group's estimated fair value is €119 based on 2 Stage Free Cash Flow to Equity AlzChem Group's...분석 기사 • May 05
What AlzChem Group AG's (ETR:ACT) 29% Share Price Gain Is Not Telling You
Despite an already strong run, AlzChem Group AG ( ETR:ACT ) shares have been powering on, with a gain of 29% in the...분석 기사 • May 03
AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80
AlzChem Group AG ( ETR:ACT ) will increase its dividend from last year's comparable payment on the 13th of May to...분석 기사 • May 01
Is It Too Late To Consider Buying AlzChem Group AG (ETR:ACT)?
AlzChem Group AG ( ETR:ACT ), might not be a large cap stock, but it received a lot of attention from a substantial...분석 기사 • Mar 28
AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80
The board of AlzChem Group AG ( ETR:ACT ) has announced that it will be paying its dividend of €1.80 on the 13th of...분석 기사 • Mar 18
With EPS Growth And More, AlzChem Group (ETR:ACT) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Mar 05
AlzChem Group AG (ETR:ACT) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 6.3% to close at €77.80 following the...분석 기사 • Mar 03
AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80
AlzChem Group AG's ( ETR:ACT ) periodic dividend will be increasing on the 13th of May to €1.80, with investors...분석 기사 • Feb 19
Market Still Lacking Some Conviction On AlzChem Group AG (ETR:ACT)
With a price-to-earnings (or "P/E") ratio of 14.1x AlzChem Group AG ( ETR:ACT ) may be sending bullish signals at the...
새 내러티브 • Feb 17
Expansion Of Nitroguanidine Production To Meet Defense Industry Demand Is Expected To Strengthen Market Position
Strategic expansion in production capacities and collaboration with the U.S. Department of Defense could bolster long-term revenue and market diversification.분석 기사 • Nov 14
AlzChem Group's (ETR:ACT) Earnings May Just Be The Starting Point
AlzChem Group AG ( ETR:ACT ) just reported healthy earnings but the stock price didn't move much. Investors are...분석 기사 • Oct 27
AlzChem Group AG's (ETR:ACT) Shares Leap 26% Yet They're Still Not Telling The Full Story
AlzChem Group AG ( ETR:ACT ) shareholders would be excited to see that the share price has had a great month, posting a...분석 기사 • Oct 18
When Should You Buy AlzChem Group AG (ETR:ACT)?
AlzChem Group AG ( ETR:ACT ), might not be a large cap stock, but it saw a significant share price rise of 46% in the...분석 기사 • Sep 07
AlzChem Group (ETR:ACT) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 04
A Look At The Intrinsic Value Of AlzChem Group AG (ETR:ACT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, AlzChem Group fair value estimate is €43.94 AlzChem Group's...분석 기사 • May 08
AlzChem Group's (ETR:ACT) Earnings Seem To Be Promising
AlzChem Group AG's ( ETR:ACT ) recent earnings report didn't offer any surprises, with the shares unchanged over the...분석 기사 • May 01
Shareholders Will Probably Hold Off On Increasing AlzChem Group AG's (ETR:ACT) CEO Compensation For The Time Being
Key Insights AlzChem Group will host its Annual General Meeting on 7th of May Total pay for CEO Andreas Niedermaier...분석 기사 • Apr 26
AlzChem Group's (ETR:ACT) Upcoming Dividend Will Be Larger Than Last Year's
AlzChem Group AG ( ETR:ACT ) has announced that it will be increasing its dividend from last year's comparable payment...분석 기사 • Apr 11
Is AlzChem Group (ETR:ACT) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 29
AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.20
The board of AlzChem Group AG ( ETR:ACT ) has announced that it will be paying its dividend of €1.20 on the 10th of...분석 기사 • Mar 07
The Market Lifts AlzChem Group AG (ETR:ACT) Shares 26% But It Can Do More
AlzChem Group AG ( ETR:ACT ) shareholders would be excited to see that the share price has had a great month, posting a...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 815 | 108 | 93 | 118 | 5 |
| 12/31/2027 | 705 | 82 | -15 | 89 | 6 |
| 12/31/2026 | 606 | 66 | 1 | 131 | 6 |
| 3/31/2026 | 581 | 67 | 4 | 125 | N/A |
| 12/31/2025 | 575 | 63 | 39 | 137 | N/A |
| 9/30/2025 | 576 | 62 | 102 | 146 | N/A |
| 6/30/2025 | 568 | 58 | 69 | 113 | N/A |
| 3/31/2025 | 559 | 56 | 72 | 121 | N/A |
| 12/31/2024 | 563 | 54 | 62 | 105 | N/A |
| 9/30/2024 | 564 | 50 | 82 | 103 | N/A |
| 6/30/2024 | 555 | 46 | 76 | 97 | N/A |
| 3/31/2024 | 546 | 39 | 73 | 96 | N/A |
| 12/31/2023 | 546 | 35 | 52 | 73 | N/A |
| 9/30/2023 | 533 | 30 | 25 | 55 | N/A |
| 6/30/2023 | 554 | 28 | 24 | 53 | N/A |
| 3/31/2023 | 570 | 30 | -15 | 12 | N/A |
| 12/31/2022 | 550 | 30 | -33 | -4 | N/A |
| 9/30/2022 | 534 | 29 | -25 | 4 | N/A |
| 6/30/2022 | 487 | 28 | -28 | 0 | N/A |
| 3/31/2022 | 454 | 27 | 3 | 29 | N/A |
| 12/31/2021 | 429 | 28 | 14 | 43 | N/A |
| 9/30/2021 | 420 | 27 | 11 | 40 | N/A |
| 6/30/2021 | 406 | 26 | 34 | 63 | N/A |
| 3/31/2021 | 397 | 23 | 14 | 48 | N/A |
| 12/31/2020 | 386 | 20 | 20 | 49 | N/A |
| 9/30/2020 | 370 | 16 | 10 | 52 | N/A |
| 6/30/2020 | 389 | 17 | 11 | 53 | N/A |
| 3/31/2020 | 387 | 17 | 20 | 54 | N/A |
| 12/31/2019 | 385 | 18 | N/A | 44 | N/A |
| 9/30/2019 | 389 | 19 | N/A | 42 | N/A |
| 6/30/2019 | 380 | 18 | N/A | 22 | N/A |
| 3/31/2019 | 380 | 20 | N/A | 33 | N/A |
| 12/31/2018 | 383 | 23 | N/A | 35 | N/A |
| 9/30/2018 | 380 | 22 | N/A | 24 | N/A |
| 6/30/2018 | 398 | 32 | N/A | 31 | N/A |
| 3/31/2018 | 364 | 21 | N/A | 23 | N/A |
| 12/31/2017 | 361 | 20 | N/A | 31 | N/A |
| 9/30/2017 | 356 | 22 | N/A | 31 | N/A |
| 12/31/2016 | 333 | 15 | N/A | 33 | N/A |
| 9/30/2016 | 331 | 12 | N/A | 39 | N/A |
| 12/31/2015 | 329 | 15 | N/A | 30 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ACT 의 연간 예상 수익 증가율(18.8%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: ACT 의 연간 수익(18.8%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ACT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: ACT 의 수익(연간 11.2%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ACT 의 수익(연간 11.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ACT의 자본 수익률은 3년 후 27.7%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/08 23:19 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AlzChem Group 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.
| 분석가 | 기관 |
|---|---|
| Konstantin Wiechert | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |
| Gerhard Orgonas | Berenberg |