AlzChem Group AG

XTRA:ACT 주식 리포트

시가총액: €1.8b

AlzChem Group 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Andreas Niedermaier

최고경영자

€3.2m

총 보수

CEO 급여 비율10.98%
CEO 재임 기간14.7yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간1.9yrs
이사회 평균 재임 기간13.1yrs

최근 경영진 업데이트

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...

Recent updates

내러티브 업데이트 May 24

ACT: Specialty Chemicals Moat And 2026 Expansions Will Support Future Cash Generation

Narrative Update on AlzChem Group The analyst price target for AlzChem Group has moved higher to €200, with analysts pointing to recent research that highlights confidence in the company’s specialty chemicals focus and its potential for high margin projects and cash generation in the coming years. Analyst Commentary Recent research shows a clear uptick in confidence from bullish analysts, with several price target revisions pointing to stronger conviction around AlzChem Group's specialty chemicals focus and project pipeline.
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...
User avatar
새로운 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...

CEO 보수 분석

Andreas Niedermaier의 보수는 AlzChem Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€67m

Dec 31 2025n/an/a

€63m

Sep 30 2025n/an/a

€62m

Jun 30 2025n/an/a

€58m

Mar 31 2025n/an/a

€56m

Dec 31 2024€3m€350k

€54m

Sep 30 2024n/an/a

€50m

Jun 30 2024n/an/a

€46m

Mar 31 2024n/an/a

€39m

Dec 31 2023€2m€315k

€35m

Sep 30 2023n/an/a

€30m

Jun 30 2023n/an/a

€28m

Mar 31 2023n/an/a

€30m

Dec 31 2022€818k€315k

€30m

Sep 30 2022n/an/a

€29m

Jun 30 2022n/an/a

€28m

Mar 31 2022n/an/a

€27m

Dec 31 2021€890k€300k

€28m

Sep 30 2021n/an/a

€27m

Jun 30 2021n/an/a

€26m

Mar 31 2021n/an/a

€23m

Dec 31 2020€786k€300k

€20m

Sep 30 2020n/an/a

€16m

Jun 30 2020n/an/a

€17m

Mar 31 2020n/an/a

€17m

Dec 31 2019€915k€260k

€18m

보상 대 시장: Andreas의 총 보수(USD3.67M)는 German 시장에서 비슷한 규모 기업의 평균(USD1.88M)보다 높습니다.

보상과 수익: Andreas의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Andreas Niedermaier (57 yo)

14.7yrs
재임 기간
€3,188,000
보수

Mr. Andreas Niedermaier has been Chairman of Executive Board & Chief Executive Officer at AlzChem Group AG since July 01, 2019 and has been its Member of Management Board since October 20, 2011. He served...


리더십 팀

이름직위재임 기간보수지분
Andreas Niedermaier
CEO & Chairman of Executive Board14.7yrs€3.19m데이터 없음
Andreas Losler
CFO & Member of Management Board2.4yrs€1.45m데이터 없음
Martina Spitzer
Chief Sales Officer & Member of Management Board1.4yrs데이터 없음데이터 없음
Jurgen Sans
COO & Member of Management Boardless than a year데이터 없음데이터 없음
1.9yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: ACT의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Markus Zöllner
Independent Chairman of the Supervisory Board16.7yrs€42.00k데이터 없음
Martina Heigl-Murauer
Independent Member of the Supervisory Board9.6yrs€24.00k데이터 없음
Caspar von Schnurbein
Independent Deputy Chairman of the Supervisory Board9.6yrs€32.00k데이터 없음
Steve Röper
Independent Member of the Supervisory Board16.7yrs€22.00k데이터 없음
13.1yrs
평균 재임 기간
55.5yo
평균 나이

경험이 풍부한 이사회: ACT의 이사회는 노련하고 경험이 풍부합니다(평균 재임 13.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 10:12
종가2026/06/05 00:00
수익2026/03/31
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.

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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 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

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

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