View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsExclusive Networks 향후 성장Future 기준 점검 4/6Exclusive Networks (는) 각각 연간 34.5% 및 13.4% 수익과 수익이 증가할 것으로 예상됩니다.핵심 정보34.5%이익 성장률n/aEPS 성장률IT 이익 성장12.8%매출 성장률13.4%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트21 Mar 2025최근 향후 성장 업데이트공지 • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.공지 • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.공지 • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.공지 • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.공지 • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updates공지 • Mar 26Exclusive Networks SA SHS to Be Deleted from OTC EquityExclusive Networks SA SHS (France) will be deleted from OTC Equity effective March 25, 2025, due to Acquisition /Merger /Amalgamation.공지 • Mar 21Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares IndexExclusive Networks SA has been dropped from the CAC All Share Index공지 • Mar 07Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI IndexExclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Index공지 • Nov 22Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc.Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024.공지 • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.공지 • Jul 26+ 1 more updatePermira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million.Permira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million on July 23, 2024. As part of consideration, the price of €24.25 per share, which includes an exceptional distribution of €5.29 per share, represents a 34.4% premium on the undisturbed share price as of 13 March 2024. CD&R and Permira Advisers Ltd. the majority shareholder of Exclusive Networks, intend to form a consortium with a view to acquire the shares of Exclusive Networks. Following the Block Acquisition, the consortium would file a simplified mandatory tender offer on the remaining shares in Exclusive Networks at the same price, followed by a squeeze-out if the legal conditions are met at the end of the offer. In the context of the proposed transaction, Exclusive Networks would refinance its existing indebtedness and propose to its shareholders, at a shareholders' meeting to be convened, an exceptional distribution of €5.29 per share, which would be paid after the obtaining of the regulatory approvals and immediately before the closing of the Block Acquisition and the filing of the mandatory tender offer. The Company's Board of Directors unanimously welcomed the proposed transaction and approved the refinancing of the Company and the exceptional distribution, without prejudice to the reasoned opinion to be issued by the Board following the filing of the mandatory tender offer and the receipt of the report of the independent expert. The Company’s Board of Directors has formed an ad hoc committee of independent directors, comprised of three members: Barbara Thoralfsson, Marie-Pierre de Bailliencourt and Nathalie Lomon. On the recommendation of the ad hoc committee, the Company's Board of Directors also appointed Finexsi, represented by Christophe Lambert, as an independent expert to provide a fairness opinion on the financial terms of the mandatory tender offer and a solvency opinion on the exceptional distribution. The transaction has received positive opinion from the works council and the information-consultation process is now completed. The Board of Directors has also approved the contemplated exceptional distribution of reserves and premia, in an amount of €5.29 per share. The payment of this exceptional distribution will be proposed to the shareholders’ meeting before 30 November 2025 and its payment will take place after the receipt of the regulatory approvals required in the context of the Proposed Transaction. The implementation of the Acquisitions will trigger the obligation for the consortium to launch a mandatory simplified tender offer. The Acquisitions and the subsequent filing of the Offer are expected to take place at the beginning of 2025. The transaction is expected to close in Q1 2025. Morgan Stanley Europe SE acted as financial advisor to Permira advisers Ltd.Reported Earnings • Jul 25First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.75, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.39 per share.공지 • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.공지 • Apr 14Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024공지 • Mar 30Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited.Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €40.18 per share.Buy Or Sell Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock has risen 3.2% to €18.32. The fair value is estimated to be €22.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022)Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the IT industry in Germany.공지 • Mar 01Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €18.66. The fair value is estimated to be €23.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.공지 • Nov 07+ 1 more updateExclusive Networks SA to Report Fiscal Year 2023 Results on Feb 29, 2024Exclusive Networks SA announced that they will report fiscal year 2023 results on Feb 29, 2024Reported Earnings • Aug 04First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.공지 • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.공지 • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.Board Change • May 29High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공지 • May 12Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023공지 • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.40 (vs €0.15 loss in FY 2021)Full year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.Buying Opportunity • Feb 17Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €25.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.공지 • Feb 04Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023공지 • Jan 18+ 1 more updateExclusive Networks Announces Executive ChangesExclusive Networks announced the appointment of Nathalie Bühnemann as Chief Financial Officer. Nathalie becomes a member of the Executive Committee and will directly report to Jesper Trolle, Chief Executive Officer of Exclusive Networks. Nathalie has extensive experience in leading the finance function for listed companies and M&A over the past two decades. Previously Nathalie was Group Chief Financial Officer of AKKA Technologies, where she also held a range of senior finance roles. Before that, Nathalie spent more than a decade as a Financial Consultant at PwC where she gained a deep understanding of M&A. Nathalie holds an Audit and Finance degree from ESCP European School of Management (France) and is certified as a public accountant. Nathalie is familiar with Exclusive Networks’ culture, model and strategy from her time as an independent Board member at Exclusive Networks since IPO. As a result of her appointment as Chief Financial Officer, Nathalie has resigned from her functions as member of Exclusive Networks’ Board of Directors, Nomination and Compensation Committee as well as member and Chairperson of the Audit Committee. A process to select a new Board member has been initiated by the Nomination and Compensation Committee. Concomitantly, Pierre Boccon-Liaudet stepped down as Chief Financial Officer to pursue new opportunities outside of Exclusive Networks.공지 • Nov 09Exclusive Networks SA, Annual General Meeting, Jun 08, 2023Exclusive Networks SA, Annual General Meeting, Jun 08, 2023.Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021)First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.Buying Opportunity • Jan 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €20.08, 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 year. Earnings per share has declined by 128% over the last year.Breakeven Date Change • Dec 09Forecast breakeven date moved forward to 2021The 5 analysts covering Exclusive Networks previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of €718.0k in 2021. Earnings growth of 51% is required to achieve expected profit on schedule.Board Change • Oct 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:97K - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20262,134108133145112/31/20251,90591126147112/31/20241,695659210616/30/20241,50641155162N/A3/31/20241,53342184191N/A12/31/20231,55943213220N/A9/30/202366443161168N/A6/30/202376842109115N/A3/31/20231,11739145151N/A12/31/20221,46636180186N/A9/30/20222,15933163168N/A6/30/20222,85129145149N/A3/31/20222,66789196N/A12/31/20212,483-143742N/A9/30/20212,301-276771N/A6/30/20212,119-3997101N/A3/31/20212,005-32111114N/A12/31/20201,892-24125127N/A12/31/20192,351-152730N/A12/31/20181,879-382933N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 97K 의 연간 예상 수익 증가율(34.5%)이 saving rate(1.1%)보다 높습니다.수익 vs 시장: 97K 의 연간 수익(34.5%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 97K 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 97K 의 수익(연간 13.4%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 97K 의 수익(연간 13.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 97K의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/03/23 23:11종가2025/03/03 00:00수익2024/06/30연간 수익2023/12/31데이터 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 소스Exclusive Networks SA는 8명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Derric MarconBernsteinBen Castillo-BernausBNP ParibasNicolas ThorezODDO BHF Corporate & Markets5명의 분석가 더 보기
공지 • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.
공지 • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.
공지 • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.
공지 • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.
공지 • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.
Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
공지 • Mar 26Exclusive Networks SA SHS to Be Deleted from OTC EquityExclusive Networks SA SHS (France) will be deleted from OTC Equity effective March 25, 2025, due to Acquisition /Merger /Amalgamation.
공지 • Mar 21Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares IndexExclusive Networks SA has been dropped from the CAC All Share Index
공지 • Mar 07Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI IndexExclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Index
공지 • Nov 22Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc.Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024.
공지 • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.
공지 • Jul 26+ 1 more updatePermira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million.Permira Advisers Ltd. and Clayton, Dubilier & Rice, LLC proposed a simplified mandatory tender offer to acquire remaining 33.30% stake in Exclusive Networks SA (ENXTPA:EXN) for approximately €740 million on July 23, 2024. As part of consideration, the price of €24.25 per share, which includes an exceptional distribution of €5.29 per share, represents a 34.4% premium on the undisturbed share price as of 13 March 2024. CD&R and Permira Advisers Ltd. the majority shareholder of Exclusive Networks, intend to form a consortium with a view to acquire the shares of Exclusive Networks. Following the Block Acquisition, the consortium would file a simplified mandatory tender offer on the remaining shares in Exclusive Networks at the same price, followed by a squeeze-out if the legal conditions are met at the end of the offer. In the context of the proposed transaction, Exclusive Networks would refinance its existing indebtedness and propose to its shareholders, at a shareholders' meeting to be convened, an exceptional distribution of €5.29 per share, which would be paid after the obtaining of the regulatory approvals and immediately before the closing of the Block Acquisition and the filing of the mandatory tender offer. The Company's Board of Directors unanimously welcomed the proposed transaction and approved the refinancing of the Company and the exceptional distribution, without prejudice to the reasoned opinion to be issued by the Board following the filing of the mandatory tender offer and the receipt of the report of the independent expert. The Company’s Board of Directors has formed an ad hoc committee of independent directors, comprised of three members: Barbara Thoralfsson, Marie-Pierre de Bailliencourt and Nathalie Lomon. On the recommendation of the ad hoc committee, the Company's Board of Directors also appointed Finexsi, represented by Christophe Lambert, as an independent expert to provide a fairness opinion on the financial terms of the mandatory tender offer and a solvency opinion on the exceptional distribution. The transaction has received positive opinion from the works council and the information-consultation process is now completed. The Board of Directors has also approved the contemplated exceptional distribution of reserves and premia, in an amount of €5.29 per share. The payment of this exceptional distribution will be proposed to the shareholders’ meeting before 30 November 2025 and its payment will take place after the receipt of the regulatory approvals required in the context of the Proposed Transaction. The implementation of the Acquisitions will trigger the obligation for the consortium to launch a mandatory simplified tender offer. The Acquisitions and the subsequent filing of the Offer are expected to take place at the beginning of 2025. The transaction is expected to close in Q1 2025. Morgan Stanley Europe SE acted as financial advisor to Permira advisers Ltd.
Reported Earnings • Jul 25First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.75, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.39 per share.
공지 • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.
공지 • Apr 14Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024
공지 • Mar 30Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited.Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €40.18 per share.
Buy Or Sell Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock has risen 3.2% to €18.32. The fair value is estimated to be €22.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022)Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the IT industry in Germany.
공지 • Mar 01Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024
Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €18.66. The fair value is estimated to be €23.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
공지 • Nov 07+ 1 more updateExclusive Networks SA to Report Fiscal Year 2023 Results on Feb 29, 2024Exclusive Networks SA announced that they will report fiscal year 2023 results on Feb 29, 2024
Reported Earnings • Aug 04First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
공지 • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.
공지 • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.
Board Change • May 29High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공지 • May 12Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023
공지 • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.40 (vs €0.15 loss in FY 2021)Full year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.
Buying Opportunity • Feb 17Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be €25.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
공지 • Feb 04Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023
공지 • Jan 18+ 1 more updateExclusive Networks Announces Executive ChangesExclusive Networks announced the appointment of Nathalie Bühnemann as Chief Financial Officer. Nathalie becomes a member of the Executive Committee and will directly report to Jesper Trolle, Chief Executive Officer of Exclusive Networks. Nathalie has extensive experience in leading the finance function for listed companies and M&A over the past two decades. Previously Nathalie was Group Chief Financial Officer of AKKA Technologies, where she also held a range of senior finance roles. Before that, Nathalie spent more than a decade as a Financial Consultant at PwC where she gained a deep understanding of M&A. Nathalie holds an Audit and Finance degree from ESCP European School of Management (France) and is certified as a public accountant. Nathalie is familiar with Exclusive Networks’ culture, model and strategy from her time as an independent Board member at Exclusive Networks since IPO. As a result of her appointment as Chief Financial Officer, Nathalie has resigned from her functions as member of Exclusive Networks’ Board of Directors, Nomination and Compensation Committee as well as member and Chairperson of the Audit Committee. A process to select a new Board member has been initiated by the Nomination and Compensation Committee. Concomitantly, Pierre Boccon-Liaudet stepped down as Chief Financial Officer to pursue new opportunities outside of Exclusive Networks.
공지 • Nov 09Exclusive Networks SA, Annual General Meeting, Jun 08, 2023Exclusive Networks SA, Annual General Meeting, Jun 08, 2023.
Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021)First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
Breakeven Date Change • Feb 21Forecast to breakeven in 2022The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
Buying Opportunity • Jan 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €20.08, 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 year. Earnings per share has declined by 128% over the last year.
Breakeven Date Change • Dec 09Forecast breakeven date moved forward to 2021The 5 analysts covering Exclusive Networks previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of €718.0k in 2021. Earnings growth of 51% is required to achieve expected profit on schedule.
Board Change • Oct 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.