View ValuationCarmila 향후 성장Future 기준 점검 1/6Carmila 의 수익은 연간 5.9% 감소할 것으로 예상되는 반면, 연간 수익은 4% 로 증가할 것으로 예상됩니다. EPS는 연간 1.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.4% 로 예상됩니다.핵심 정보4.0%이익 성장률1.57%EPS 성장률Retail REITs 이익 성장6.1%매출 성장률-5.9%향후 자기자본이익률7.41%애널리스트 커버리지Good마지막 업데이트06 Aug 2026최근 향후 성장 업데이트공고 • Jul 29Carmila S.A. Raises Earnings Guidance for the Year 2026Carmila S.A. raised earnings guidance for the year 2026. For the year, the company raised EPS guidance to €1.87 (from €1.84, vs €1.81 in 2025). Now expecting 3.3% EPS growth in 2026.공고 • Jul 23Carmila Revises Earnings Guidance for Full Year of 2025Carmila revised earnings guidance for full year of 2025. For the year, the company expects recurring earnings per share to increase by 7.0% versus 2024, to €1.79 (versus €1.75 per share expected initially). Buoyed by strong momentum in the first half of the year, in particular to the successful integration of Galimmo, a solid performance in Spain and an improved operating margin, the company is upgrading its growth forecast for the year 2025.공고 • Apr 17Carmila S.A. Confirms Earnings Guidance for the Year 2025Carmila S.A. confirmed earnings guidance for the year 2025. The Group expected recurring earnings per share at €1.75 in 2025, an increase of 4.8% versus 2024.공고 • Feb 14+ 1 more updateCarmila S.A. Provides Earnings Guidance for the Year 2024Carmila S.A. provided earnings guidance for the year 2024. For the year 2024, the company recurring earnings per share are expected to be at least €1.63 in 2024 (2% growth vs. 2023).모든 업데이트 보기Recent updatesReported Earnings • Aug 04First half 2026 earnings released: EPS: €1.67 (vs €0.87 in 1H 2025)First half 2026 results: EPS: €1.67 (up from €0.87 in 1H 2025). Revenue: €299.2m (down 1.3% from 1H 2025). Net income: €231.8m (up 88% from 1H 2025). Profit margin: 78% (up from 41% in 1H 2025). The increase in margin was driven by lower expenses. Revenue is expected to fall by 5.3% p.a. on average during the next 3 years compared to a 1.5% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공고 • Jul 29Carmila S.A. Raises Earnings Guidance for the Year 2026Carmila S.A. raised earnings guidance for the year 2026. For the year, the company raised EPS guidance to €1.87 (from €1.84, vs €1.81 in 2025). Now expecting 3.3% EPS growth in 2026.Board Change • May 20Less than half of directors are independentThere are 5 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 independent directors. 8 non-independent directors. Independent Director Maria Garrido was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공고 • Apr 08Carmila S.A., Annual General Meeting, May 31, 2026Carmila S.A., Annual General Meeting, May 31, 2026. Location: 14 avenue d eylau, paris France공고 • Feb 25Carmila Announces Board ChangesCardif Assurance Vie, a Corporate Director of Carmila appointed Mr. Alessandro di Cino, Real Estate Director at Cardif Assurance Vie, as its new permanent representative on Carmila’s Board of Directors, succeeding Ms. Nathalie Robin. Mr. Alessandro di Cino will also represent Cardif Assurance Vie on the Strategic and Investment Committee and the CSR Committee. Ms. Marie Cheval, Chair and Chief Executive Officer of Carmila, together with the members of the Board, wish to extend their warmest thanks to Ms. Nathalie Robin, who served as Cardif Assurance Vie’s permanent representative on the Board since the 12 June 2017, for her dedication and decisive contribution to the work of the Board of Directors and its Strategic and Investment and CSR committees. Following this change, Carmila’s Board of Directors comprises 6 women out of 12 directors; women and men are therefore represented with perfect parity within the Board.공고 • Feb 19+ 2 more updatesCarmila S.A. to Report Q1, 2026 Results on Apr 23, 2026Carmila S.A. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026공고 • Feb 18Carmila S.A. to Recommend Dividend for 2025Carmila S.A. will recommend a dividend of €1.36 per share (up 9%) for 2025.공고 • Oct 28Carmila Announces Changes in the Composition of the Board of DirectorsDuring its meeting of 15 October, the Board of Directors of Carmila took note of the resignation of Mrs. Claire du Payrat. The entire Board of Directors thanked Claire du Payrat for her active contribution to the work of the Board and of the Audit Committee since her appointment on 24 October 2018. Upon the proposal of the Carrefour Group, validated by the Nomination and Compensation Committee, the Board of Directors proceeded to co-opt Mr. Sébastien Cayla as a Director, and decided to appoint him as a member of the Audit Committee. As at 15 October 2025, the Board of Directors of Carmila comprises 12 Directors, including 7 women, thus representing 58% of the composition of the Board. Biography of Sébastien Cayla: After five years as an auditor at Mazars, Sébastien Cayla has pursued his entire career in the Finance function within the Carrefour Group. He notably held the positions of Finance Director of Carrefour Belgium before being appointed, in October 2025, Group Finance Control Director of the Carrefour Group.공고 • Oct 24Carmila S.A. (ENXTPA:CARM) announces an Equity Buyback for €10 million worth of its shares.Carmila S.A. (ENXTPA:CARM) announces a share repurchase program. Under the program, the company will repurchase up to €10 million worth of its shares. The purpose of the program is to maximize returns for shareholders The repurchased shares will be held with a view to their future cancellation.공고 • Oct 23+ 1 more updateCarmila S.A. to Report Fiscal Year 2025 Results on Feb 18, 2026Carmila S.A. announced that they will report fiscal year 2025 results After-Market on Feb 18, 2026공고 • Jul 23Carmila Revises Earnings Guidance for Full Year of 2025Carmila revised earnings guidance for full year of 2025. For the year, the company expects recurring earnings per share to increase by 7.0% versus 2024, to €1.79 (versus €1.75 per share expected initially). Buoyed by strong momentum in the first half of the year, in particular to the successful integration of Galimmo, a solid performance in Spain and an improved operating margin, the company is upgrading its growth forecast for the year 2025.공고 • Apr 17Carmila S.A. Confirms Earnings Guidance for the Year 2025Carmila S.A. confirmed earnings guidance for the year 2025. The Group expected recurring earnings per share at €1.75 in 2025, an increase of 4.8% versus 2024.공고 • Feb 13+ 1 more updateCarmila S.A. (ENXTPA:CARM) announces an Equity Buyback for €10 million worth of its shares.Carmila S.A. (ENXTPA:CARM) announces a share repurchase program. Under the program, the company will repurchase up to €10 million worth of its shares. The repurchased shares will be held with a view to their future cancellation. The program will be valid till June 30, 2025.공고 • Feb 12+ 3 more updatesCarmila S.A. Proposes Dividend for Year 2024Carmila S. A proposed a dividend of €1.25 per share (up 4.2% on 2023). The Ordinary and Extraordinary Shareholders’ Meeting to be held on 14 May 2025 will be asked to approve a per-share cash dividend of €1.25 in respect of 2024 (a 4.2% increase year on year).Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. Director Jérôme Nanty was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Oct 17+ 1 more updateCarmila S.A. to Report Fiscal Year 2024 Results on Feb 12, 2025Carmila S.A. announced that they will report fiscal year 2024 results After-Market on Feb 12, 2025Upcoming Dividend • Apr 22Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 02 May 2024. Trailing yield: 7.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (5.4%).Reported Earnings • Mar 20Full year 2023 earnings released: EPS: €0.019 (vs €1.52 in FY 2022)Full year 2023 results: EPS: €0.019 (down from €1.52 in FY 2022). Revenue: €474.6m (up 2.6% from FY 2022). Net income: €2.78m (down 99% from FY 2022). Profit margin: 0.6% (down from 47% in FY 2022). Revenue is expected to fall by 3.4% p.a. on average during the next 3 years compared to a 3.5% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공고 • Feb 14+ 1 more updateCarmila S.A. Provides Earnings Guidance for the Year 2024Carmila S.A. provided earnings guidance for the year 2024. For the year 2024, the company recurring earnings per share are expected to be at least €1.63 in 2024 (2% growth vs. 2023).공고 • Oct 22Carmila S.A., Annual General Meeting, Apr 24, 2024Carmila S.A., Annual General Meeting, Apr 24, 2024.공고 • Oct 21+ 3 more updatesCarmila S.A. to Report Q3, 2024 Results on Oct 17, 2024Carmila S.A. announced that they will report Q3, 2024 results After-Market on Oct 17, 2024공고 • Aug 05SAS ETIXIA signed an agreement to acquire Bay 1 in Torcy from Carmila S.A. (ENXTPA:CARM) for €35 million.SAS ETIXIA signed an agreement to acquire Bay 1 in Torcy from Carmila S.A. (ENXTPA:CARM) for €35 million on August 3, 2023. The sale price of €35 million including transfer taxes is in line with the appraisal value. The transaction is expected to close in the second half of 2023.Buying Opportunity • Jul 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €17.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to decline by 6.7% per annum. Earnings is forecast to grow by 15% per annum over the same time period.Buying Opportunity • Jul 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €17.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to decline by 6.7% per annum. Earnings is forecast to grow by 15% per annum over the same time period.Upcoming Dividend • May 08Upcoming dividend of €1.17 per share at 7.7% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (6.8%).Buying Opportunity • May 06Now 21% undervaluedOver the last 90 days, the stock is up 5.4%. The fair value is estimated to be €18.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to decline by 8.0% per annum. Earnings is forecast to grow by 12% per annum over the same time period.공고 • Feb 18Carmila S.A. Proposes Dividend for the Year of 2022Carmila S.A. proposed dividend of EUR 1.17 per share, well above the EUR 1 floor for the year 2022. The dividend that will be proposed to the shareholder meeting in May 2023.공고 • Feb 10An undisclosed buyer completed the acquisition of Portfolio of four assets in Spain from Carmila S.A. (ENXTPA:CARM).An undisclosed buyer signed an agreement to acquire Portfolio of four assets in Spain from Carmila S.A. (ENXTPA:CARM) for €75 million on February 7, 2023. Carmila will provide asset management, leasing and property services for the portfolio. An undisclosed buyer completed the acquisition of Portfolio of four assets in Spain from Carmila S.A. (ENXTPA:CARM) on February 8, 2023.공고 • Feb 08+ 1 more updateAn unknown buyer reached an agreement to acquire asset in Montélimar in France for €15 million.An unknown buyer reached an agreement to acquire asset in Montélimar in France for €15 million on February 7, 2023. In a related party transaction, Carmila (Paris:CARM) reached agreement with two family offices for the sale of a portfolio of four assets in Spain.공고 • Oct 21Carmila S.A. to Report Q3, 2023 Results on Oct 19, 2023Carmila S.A. announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 19, 2023이익 및 매출 성장 예측DB:CUX1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028475336218355412/31/2027484296271343512/31/202644231524932426/30/2026562294309309N/A3/31/2026564240311311N/A12/31/2025566185313313N/A9/30/2025568269326326N/A6/30/2025570352338338N/A3/31/2025548333317317N/A12/31/2024525314296296N/A9/30/2024503183283283N/A6/30/202448152270270N/A3/31/202448028273273N/A12/31/20234783276276N/A9/30/202347750278278N/A6/30/202347698280280N/A3/31/2023469158301301N/A12/31/2022462219322322N/A9/30/2022460275339339N/A6/30/2022457330355355N/A3/31/2022450261307307N/A12/31/2021444192258258N/A9/30/202144769231230N/A6/30/2021450-53204203N/A3/31/2021443-126186186N/A12/31/2020436-199168168N/A9/30/2020436-122162162N/A6/30/2020435-45156157N/A3/31/202044431N/A219N/A12/31/2019454108N/A282N/A9/30/201944979N/A275N/A6/30/201944350N/A267N/A3/31/2019433107N/A255N/A12/31/2018424164N/A242N/A9/30/2018398191N/A255N/A6/30/2018372219N/A268N/A3/31/2018341262N/AN/AN/A12/31/2017317314N/A264N/A9/30/2017310378N/A249N/A6/30/2017303442N/A233N/A12/31/2016283295N/A178N/A9/30/2016288477N/A197N/A6/30/2016283385N/A207N/A3/31/2016277355N/A211N/A12/31/2015271325N/A214N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CUX1 의 연간 예상 수익 증가율(4%)이 saving rate(2.1%)보다 높습니다.수익 vs 시장: CUX1 의 연간 수익(4%)이 German 시장(15.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: CUX1 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CUX1 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.9%).고성장 매출: CUX1 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: CUX1의 자본 수익률은 3년 후 7.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/09 17:00종가2026/08/07 00:00수익2026/06/30연간 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 소스Carmila S.A.는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Valerie Jacob GueziBernsteinSamuel KingBNP ParibasRobert JonesBNP Paribas9명의 분석가 더 보기
공고 • Jul 29Carmila S.A. Raises Earnings Guidance for the Year 2026Carmila S.A. raised earnings guidance for the year 2026. For the year, the company raised EPS guidance to €1.87 (from €1.84, vs €1.81 in 2025). Now expecting 3.3% EPS growth in 2026.
공고 • Jul 23Carmila Revises Earnings Guidance for Full Year of 2025Carmila revised earnings guidance for full year of 2025. For the year, the company expects recurring earnings per share to increase by 7.0% versus 2024, to €1.79 (versus €1.75 per share expected initially). Buoyed by strong momentum in the first half of the year, in particular to the successful integration of Galimmo, a solid performance in Spain and an improved operating margin, the company is upgrading its growth forecast for the year 2025.
공고 • Apr 17Carmila S.A. Confirms Earnings Guidance for the Year 2025Carmila S.A. confirmed earnings guidance for the year 2025. The Group expected recurring earnings per share at €1.75 in 2025, an increase of 4.8% versus 2024.
공고 • Feb 14+ 1 more updateCarmila S.A. Provides Earnings Guidance for the Year 2024Carmila S.A. provided earnings guidance for the year 2024. For the year 2024, the company recurring earnings per share are expected to be at least €1.63 in 2024 (2% growth vs. 2023).
Reported Earnings • Aug 04First half 2026 earnings released: EPS: €1.67 (vs €0.87 in 1H 2025)First half 2026 results: EPS: €1.67 (up from €0.87 in 1H 2025). Revenue: €299.2m (down 1.3% from 1H 2025). Net income: €231.8m (up 88% from 1H 2025). Profit margin: 78% (up from 41% in 1H 2025). The increase in margin was driven by lower expenses. Revenue is expected to fall by 5.3% p.a. on average during the next 3 years compared to a 1.5% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공고 • Jul 29Carmila S.A. Raises Earnings Guidance for the Year 2026Carmila S.A. raised earnings guidance for the year 2026. For the year, the company raised EPS guidance to €1.87 (from €1.84, vs €1.81 in 2025). Now expecting 3.3% EPS growth in 2026.
Board Change • May 20Less than half of directors are independentThere are 5 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 independent directors. 8 non-independent directors. Independent Director Maria Garrido was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공고 • Apr 08Carmila S.A., Annual General Meeting, May 31, 2026Carmila S.A., Annual General Meeting, May 31, 2026. Location: 14 avenue d eylau, paris France
공고 • Feb 25Carmila Announces Board ChangesCardif Assurance Vie, a Corporate Director of Carmila appointed Mr. Alessandro di Cino, Real Estate Director at Cardif Assurance Vie, as its new permanent representative on Carmila’s Board of Directors, succeeding Ms. Nathalie Robin. Mr. Alessandro di Cino will also represent Cardif Assurance Vie on the Strategic and Investment Committee and the CSR Committee. Ms. Marie Cheval, Chair and Chief Executive Officer of Carmila, together with the members of the Board, wish to extend their warmest thanks to Ms. Nathalie Robin, who served as Cardif Assurance Vie’s permanent representative on the Board since the 12 June 2017, for her dedication and decisive contribution to the work of the Board of Directors and its Strategic and Investment and CSR committees. Following this change, Carmila’s Board of Directors comprises 6 women out of 12 directors; women and men are therefore represented with perfect parity within the Board.
공고 • Feb 19+ 2 more updatesCarmila S.A. to Report Q1, 2026 Results on Apr 23, 2026Carmila S.A. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026
공고 • Feb 18Carmila S.A. to Recommend Dividend for 2025Carmila S.A. will recommend a dividend of €1.36 per share (up 9%) for 2025.
공고 • Oct 28Carmila Announces Changes in the Composition of the Board of DirectorsDuring its meeting of 15 October, the Board of Directors of Carmila took note of the resignation of Mrs. Claire du Payrat. The entire Board of Directors thanked Claire du Payrat for her active contribution to the work of the Board and of the Audit Committee since her appointment on 24 October 2018. Upon the proposal of the Carrefour Group, validated by the Nomination and Compensation Committee, the Board of Directors proceeded to co-opt Mr. Sébastien Cayla as a Director, and decided to appoint him as a member of the Audit Committee. As at 15 October 2025, the Board of Directors of Carmila comprises 12 Directors, including 7 women, thus representing 58% of the composition of the Board. Biography of Sébastien Cayla: After five years as an auditor at Mazars, Sébastien Cayla has pursued his entire career in the Finance function within the Carrefour Group. He notably held the positions of Finance Director of Carrefour Belgium before being appointed, in October 2025, Group Finance Control Director of the Carrefour Group.
공고 • Oct 24Carmila S.A. (ENXTPA:CARM) announces an Equity Buyback for €10 million worth of its shares.Carmila S.A. (ENXTPA:CARM) announces a share repurchase program. Under the program, the company will repurchase up to €10 million worth of its shares. The purpose of the program is to maximize returns for shareholders The repurchased shares will be held with a view to their future cancellation.
공고 • Oct 23+ 1 more updateCarmila S.A. to Report Fiscal Year 2025 Results on Feb 18, 2026Carmila S.A. announced that they will report fiscal year 2025 results After-Market on Feb 18, 2026
공고 • Jul 23Carmila Revises Earnings Guidance for Full Year of 2025Carmila revised earnings guidance for full year of 2025. For the year, the company expects recurring earnings per share to increase by 7.0% versus 2024, to €1.79 (versus €1.75 per share expected initially). Buoyed by strong momentum in the first half of the year, in particular to the successful integration of Galimmo, a solid performance in Spain and an improved operating margin, the company is upgrading its growth forecast for the year 2025.
공고 • Apr 17Carmila S.A. Confirms Earnings Guidance for the Year 2025Carmila S.A. confirmed earnings guidance for the year 2025. The Group expected recurring earnings per share at €1.75 in 2025, an increase of 4.8% versus 2024.
공고 • Feb 13+ 1 more updateCarmila S.A. (ENXTPA:CARM) announces an Equity Buyback for €10 million worth of its shares.Carmila S.A. (ENXTPA:CARM) announces a share repurchase program. Under the program, the company will repurchase up to €10 million worth of its shares. The repurchased shares will be held with a view to their future cancellation. The program will be valid till June 30, 2025.
공고 • Feb 12+ 3 more updatesCarmila S.A. Proposes Dividend for Year 2024Carmila S. A proposed a dividend of €1.25 per share (up 4.2% on 2023). The Ordinary and Extraordinary Shareholders’ Meeting to be held on 14 May 2025 will be asked to approve a per-share cash dividend of €1.25 in respect of 2024 (a 4.2% increase year on year).
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. Director Jérôme Nanty was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Oct 17+ 1 more updateCarmila S.A. to Report Fiscal Year 2024 Results on Feb 12, 2025Carmila S.A. announced that they will report fiscal year 2024 results After-Market on Feb 12, 2025
Upcoming Dividend • Apr 22Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 02 May 2024. Trailing yield: 7.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (5.4%).
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: €0.019 (vs €1.52 in FY 2022)Full year 2023 results: EPS: €0.019 (down from €1.52 in FY 2022). Revenue: €474.6m (up 2.6% from FY 2022). Net income: €2.78m (down 99% from FY 2022). Profit margin: 0.6% (down from 47% in FY 2022). Revenue is expected to fall by 3.4% p.a. on average during the next 3 years compared to a 3.5% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공고 • Feb 14+ 1 more updateCarmila S.A. Provides Earnings Guidance for the Year 2024Carmila S.A. provided earnings guidance for the year 2024. For the year 2024, the company recurring earnings per share are expected to be at least €1.63 in 2024 (2% growth vs. 2023).
공고 • Oct 22Carmila S.A., Annual General Meeting, Apr 24, 2024Carmila S.A., Annual General Meeting, Apr 24, 2024.
공고 • Oct 21+ 3 more updatesCarmila S.A. to Report Q3, 2024 Results on Oct 17, 2024Carmila S.A. announced that they will report Q3, 2024 results After-Market on Oct 17, 2024
공고 • Aug 05SAS ETIXIA signed an agreement to acquire Bay 1 in Torcy from Carmila S.A. (ENXTPA:CARM) for €35 million.SAS ETIXIA signed an agreement to acquire Bay 1 in Torcy from Carmila S.A. (ENXTPA:CARM) for €35 million on August 3, 2023. The sale price of €35 million including transfer taxes is in line with the appraisal value. The transaction is expected to close in the second half of 2023.
Buying Opportunity • Jul 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €17.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to decline by 6.7% per annum. Earnings is forecast to grow by 15% per annum over the same time period.
Buying Opportunity • Jul 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €17.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to decline by 6.7% per annum. Earnings is forecast to grow by 15% per annum over the same time period.
Upcoming Dividend • May 08Upcoming dividend of €1.17 per share at 7.7% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (6.8%).
Buying Opportunity • May 06Now 21% undervaluedOver the last 90 days, the stock is up 5.4%. The fair value is estimated to be €18.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to decline by 8.0% per annum. Earnings is forecast to grow by 12% per annum over the same time period.
공고 • Feb 18Carmila S.A. Proposes Dividend for the Year of 2022Carmila S.A. proposed dividend of EUR 1.17 per share, well above the EUR 1 floor for the year 2022. The dividend that will be proposed to the shareholder meeting in May 2023.
공고 • Feb 10An undisclosed buyer completed the acquisition of Portfolio of four assets in Spain from Carmila S.A. (ENXTPA:CARM).An undisclosed buyer signed an agreement to acquire Portfolio of four assets in Spain from Carmila S.A. (ENXTPA:CARM) for €75 million on February 7, 2023. Carmila will provide asset management, leasing and property services for the portfolio. An undisclosed buyer completed the acquisition of Portfolio of four assets in Spain from Carmila S.A. (ENXTPA:CARM) on February 8, 2023.
공고 • Feb 08+ 1 more updateAn unknown buyer reached an agreement to acquire asset in Montélimar in France for €15 million.An unknown buyer reached an agreement to acquire asset in Montélimar in France for €15 million on February 7, 2023. In a related party transaction, Carmila (Paris:CARM) reached agreement with two family offices for the sale of a portfolio of four assets in Spain.
공고 • Oct 21Carmila S.A. to Report Q3, 2023 Results on Oct 19, 2023Carmila S.A. announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 19, 2023