View ValuationSelena FM 향후 성장Future 기준 점검 0/6Selena FM의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Chemicals 이익 성장43.8%매출 성장률4.9%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트23 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • May 20Dividend of zł2.50 announcedShareholders will receive a dividend of zł2.50. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 23%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.Buy Or Sell Opportunity • Jan 08Now 21% undervaluedOver the last 90 days, the stock has risen 59% to €13.90. The fair value is estimated to be €17.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.공시 • Dec 10Selena FM S.A. (WSE:SEL) agreed to acquire Acdis France on December 8, 2025.Selena FM S.A. (WSE:SEL) entered into an agreement to acquire Acdis France on December 8, 2025. The expected completion of the transaction is January 31, 2026.공시 • Aug 21Selena FM S.A. to Report First Half, 2025 Results on Sep 16, 2025Selena FM S.A. announced that they will report first half, 2025 results on Sep 16, 2025공시 • Jul 04Selena FM Seeks to Acquire Two Manufacturers of Bituminous MembranesSelena FM S.A. (WSE:SEL) is to soon acquire two manufacturers of bituminous membranes - the listed Izolacja Jarocin Spolka Akcyjna (WSE:IZO) and Przedsiebiorstwo Handlowo-Produkcyjne TES. However, in the current market situation, which is characterised by high volatility and macroeconomic uncertainty, Selena FM management is leaning more towards growth through acquisitions.공시 • Apr 28Selena FM S.A., Annual General Meeting, May 27, 2025Selena FM S.A., Annual General Meeting, May 27, 2025.공시 • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: zł1.10 (vs zł0.52 in 2Q 2023)Second quarter 2024 results: EPS: zł1.10 (up from zł0.52 in 2Q 2023). Revenue: zł474.2m (up 4.8% from 2Q 2023). Net income: zł25.1m (up 111% from 2Q 2023). Profit margin: 5.3% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł0.84 (vs zł0.22 loss in 1Q 2023)First quarter 2024 results: EPS: zł0.84 (up from zł0.22 loss in 1Q 2023). Revenue: zł400.3m (down 2.9% from 1Q 2023). Net income: zł19.1m (up zł24.1m from 1Q 2023). Profit margin: 4.8% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).New Risk • May 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).공시 • Apr 28Selena FM S.A., Annual General Meeting, May 23, 2024Selena FM S.A., Annual General Meeting, May 23, 2024, at 09:00 Central European Standard Time.Reported Earnings • Apr 18Full year 2023 earnings released: EPS: zł0.69 (vs zł4.91 in FY 2022)Full year 2023 results: EPS: zł0.69 (down from zł4.91 in FY 2022). Revenue: zł930.2m (down 53% from FY 2022). Net income: zł15.8m (down 86% from FY 2022). Profit margin: 1.7% (down from 5.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.공시 • Feb 02+ 3 more updatesSelena FM S.A. to Report Q1, 2024 Results on May 29, 2024Selena FM S.A. announced that they will report Q1, 2024 results on May 29, 2024Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł491.6m (down 14% from 3Q 2022). Net income: zł54.9m (up 18% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.22, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 82% over the past year.Reported Earnings • Sep 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł452.5m (down 9.3% from 2Q 2022). Net income: zł11.9m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue.공시 • Sep 02Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A.Selena FM S.A. (WSE:SEL) signed a conditional agreement to acquire 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. for €13.5 million on July 26, 2023. The final purchase price will be determined as at the closing date of the transaction by adjusting EV by the value of net debt and by differences in working capital as at that date based on the settlement mechanism provided for in the conditional agreement. The deal is conditional on the approval of the Portuguese anti-trust authority. As on August 31, 2023 The Portuguese anti-trust authority approved the transaction.Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. on August 31, 2023.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.84, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł412.2m (down 2.2% from 1Q 2022). Net loss: zł5.06m (down 120% from profit in 1Q 2022).공시 • May 09Selena FM S.A., Annual General Meeting, May 25, 2023Selena FM S.A., Annual General Meeting, May 25, 2023, at 10:00 Central European Standard Time.Reported Earnings • Apr 27Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.96b (up 14% from FY 2021). Net income: zł112.1m (up 9.2% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses.Buying Opportunity • Apr 26Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €6.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 38%.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.40, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 1.9% over the past year.공시 • Jan 19+ 3 more updatesSelena FM S.A. to Report First Half, 2023 Results on Sep 15, 2023Selena FM S.A. announced that they will report first half, 2023 results on Sep 15, 2023Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł569.0m (up 15% from 3Q 2021). Net income: zł46.4m (up 46% from 3Q 2021). Profit margin: 8.2% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Sep 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł499.2m (up 14% from 2Q 2021). Net income: zł23.4m (up 7.6% from 2Q 2021). Profit margin: 4.7% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses.공시 • May 07Selena FM S.A., Annual General Meeting, Jun 02, 2022Selena FM S.A., Annual General Meeting, Jun 02, 2022.Reported Earnings • May 03Full year 2021 earnings released: EPS: zł4.50 (vs zł3.34 in FY 2020)Full year 2021 results: EPS: zł4.50 (up from zł3.34 in FY 2020). Revenue: zł1.73b (up 25% from FY 2020). Net income: zł102.7m (up 35% from FY 2020). Profit margin: 5.9% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €5.22, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 30% over the past year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €4.56, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 11x in the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł493.1m (up 14% from 3Q 2020). Net income: zł31.7m (down 28% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%.Reported Earnings • Sep 20Second quarter 2021 earnings released: EPS zł0.95 (vs zł1.14 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł438.2m (up 37% from 2Q 2020). Net income: zł21.8m (down 17% from 2Q 2020). Profit margin: 5.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.62, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 25x in the Chemicals industry in Germany.Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.38b (up 4.4% from FY 2019). Net income: zł76.2m (up 93% from FY 2019). Profit margin: 5.5% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측DB:3Z3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20271,981N/AN/AN/A112/31/20261,864N/AN/AN/A112/31/20251,797115151199N/A9/30/20251,781110118171N/A6/30/20251,7638576129N/A3/31/20251,7778689146N/A12/31/20241,78086113187N/A9/30/20241,7805745123N/A6/30/20241,78887136217N/A3/31/20241,7667488168N/A12/31/20231,778502584N/A9/30/20231,83079145195N/A6/30/20231,9077192141N/A3/31/20231,9548293137N/A12/31/20221,963112153190N/A9/30/20221,9371276297N/A6/30/20221,861111-72-40N/A3/31/20221,800110-75-44N/A12/31/20211,728103-63-30N/A9/30/20211,63068-66-31N/A6/30/20211,570822964N/A3/31/20211,4518675108N/A12/31/20201,3857479112N/A9/30/20201,3536997129N/A6/30/20201,3125172104N/A3/31/20201,3383989118N/A12/31/20191,32639110136N/A9/30/20191,30950N/A117N/A6/30/20191,26536N/A109N/A3/31/20191,25137N/A72N/A12/31/20181,22827N/A45N/A9/30/20181,21518N/A20N/A6/30/20181,21823N/A-25N/A3/31/20181,20711N/A-21N/A12/31/20171,1797N/A-7N/A9/30/20171,1488N/A27N/A6/30/20171,0997N/A56N/A3/31/20171,05530N/A57N/A12/31/20161,01432N/A70N/A9/30/201699642N/A33N/A6/30/201699544N/A40N/A3/31/201699128N/A69N/A12/31/201599827N/A55N/A9/30/20151,02210N/A66N/A6/30/20151,05923N/A79N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3Z3 의 예상 수익 증가율이 절약률(1.9%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 3Z3 의 수익이 German 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 3Z3 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 3Z3 의 수익(연간 4.9%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3Z3 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3Z3의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 00:24종가2026/05/22 00:00수익2025/12/31연간 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Selena FM S.A.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jakub SzkopekBiuro maklerskie mBankuAdam MilewiczPKO BP Securities
Declared Dividend • May 20Dividend of zł2.50 announcedShareholders will receive a dividend of zł2.50. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 23%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.
Buy Or Sell Opportunity • Jan 08Now 21% undervaluedOver the last 90 days, the stock has risen 59% to €13.90. The fair value is estimated to be €17.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.
공시 • Dec 10Selena FM S.A. (WSE:SEL) agreed to acquire Acdis France on December 8, 2025.Selena FM S.A. (WSE:SEL) entered into an agreement to acquire Acdis France on December 8, 2025. The expected completion of the transaction is January 31, 2026.
공시 • Aug 21Selena FM S.A. to Report First Half, 2025 Results on Sep 16, 2025Selena FM S.A. announced that they will report first half, 2025 results on Sep 16, 2025
공시 • Jul 04Selena FM Seeks to Acquire Two Manufacturers of Bituminous MembranesSelena FM S.A. (WSE:SEL) is to soon acquire two manufacturers of bituminous membranes - the listed Izolacja Jarocin Spolka Akcyjna (WSE:IZO) and Przedsiebiorstwo Handlowo-Produkcyjne TES. However, in the current market situation, which is characterised by high volatility and macroeconomic uncertainty, Selena FM management is leaning more towards growth through acquisitions.
공시 • Apr 28Selena FM S.A., Annual General Meeting, May 27, 2025Selena FM S.A., Annual General Meeting, May 27, 2025.
공시 • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.
Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: zł1.10 (vs zł0.52 in 2Q 2023)Second quarter 2024 results: EPS: zł1.10 (up from zł0.52 in 2Q 2023). Revenue: zł474.2m (up 4.8% from 2Q 2023). Net income: zł25.1m (up 111% from 2Q 2023). Profit margin: 5.3% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł0.84 (vs zł0.22 loss in 1Q 2023)First quarter 2024 results: EPS: zł0.84 (up from zł0.22 loss in 1Q 2023). Revenue: zł400.3m (down 2.9% from 1Q 2023). Net income: zł19.1m (up zł24.1m from 1Q 2023). Profit margin: 4.8% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).
New Risk • May 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
공시 • Apr 28Selena FM S.A., Annual General Meeting, May 23, 2024Selena FM S.A., Annual General Meeting, May 23, 2024, at 09:00 Central European Standard Time.
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: zł0.69 (vs zł4.91 in FY 2022)Full year 2023 results: EPS: zł0.69 (down from zł4.91 in FY 2022). Revenue: zł930.2m (down 53% from FY 2022). Net income: zł15.8m (down 86% from FY 2022). Profit margin: 1.7% (down from 5.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
공시 • Feb 02+ 3 more updatesSelena FM S.A. to Report Q1, 2024 Results on May 29, 2024Selena FM S.A. announced that they will report Q1, 2024 results on May 29, 2024
Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł491.6m (down 14% from 3Q 2022). Net income: zł54.9m (up 18% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.22, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 82% over the past year.
Reported Earnings • Sep 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł452.5m (down 9.3% from 2Q 2022). Net income: zł11.9m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue.
공시 • Sep 02Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A.Selena FM S.A. (WSE:SEL) signed a conditional agreement to acquire 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. for €13.5 million on July 26, 2023. The final purchase price will be determined as at the closing date of the transaction by adjusting EV by the value of net debt and by differences in working capital as at that date based on the settlement mechanism provided for in the conditional agreement. The deal is conditional on the approval of the Portuguese anti-trust authority. As on August 31, 2023 The Portuguese anti-trust authority approved the transaction.Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. on August 31, 2023.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.84, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.
New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).
Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł412.2m (down 2.2% from 1Q 2022). Net loss: zł5.06m (down 120% from profit in 1Q 2022).
공시 • May 09Selena FM S.A., Annual General Meeting, May 25, 2023Selena FM S.A., Annual General Meeting, May 25, 2023, at 10:00 Central European Standard Time.
Reported Earnings • Apr 27Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.96b (up 14% from FY 2021). Net income: zł112.1m (up 9.2% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses.
Buying Opportunity • Apr 26Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €6.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 38%.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.40, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 1.9% over the past year.
공시 • Jan 19+ 3 more updatesSelena FM S.A. to Report First Half, 2023 Results on Sep 15, 2023Selena FM S.A. announced that they will report first half, 2023 results on Sep 15, 2023
Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł569.0m (up 15% from 3Q 2021). Net income: zł46.4m (up 46% from 3Q 2021). Profit margin: 8.2% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł499.2m (up 14% from 2Q 2021). Net income: zł23.4m (up 7.6% from 2Q 2021). Profit margin: 4.7% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses.
공시 • May 07Selena FM S.A., Annual General Meeting, Jun 02, 2022Selena FM S.A., Annual General Meeting, Jun 02, 2022.
Reported Earnings • May 03Full year 2021 earnings released: EPS: zł4.50 (vs zł3.34 in FY 2020)Full year 2021 results: EPS: zł4.50 (up from zł3.34 in FY 2020). Revenue: zł1.73b (up 25% from FY 2020). Net income: zł102.7m (up 35% from FY 2020). Profit margin: 5.9% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €5.22, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 30% over the past year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €4.56, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 11x in the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.
Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł493.1m (up 14% from 3Q 2020). Net income: zł31.7m (down 28% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%.
Reported Earnings • Sep 20Second quarter 2021 earnings released: EPS zł0.95 (vs zł1.14 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł438.2m (up 37% from 2Q 2020). Net income: zł21.8m (down 17% from 2Q 2020). Profit margin: 5.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.62, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 25x in the Chemicals industry in Germany.
Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.38b (up 4.4% from FY 2019). Net income: zł76.2m (up 93% from FY 2019). Profit margin: 5.5% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue.