공시 • Aug 02
Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million. Legrand France SA entered into an share purchase agreement to acquire 64.46% stake in Cogelec SA (ENXTPA:ALLEC) from Raise Invest and others for approximately €155 million on July 31, 2025. The transaction is based on a price of €29 per share. Cogelec's social and economic committee unanimously issued a favorable opinion on July 16, 2025. The acquisition of the controlling stake remains subject to customary conditions precedent, provided that the only regulatory condition will be obtaining approval from the French competition authority. 공시 • Apr 30
Cogelec SA announces Annual dividend, payable on July 04, 2025 Cogelec SA announced Annual dividend of EUR 0.5800 per share payable on July 04, 2025, ex-date on July 02, 2025 and record date on July 03, 2025. 공시 • Apr 12
Cogelec SA, Annual General Meeting, May 14, 2025 Cogelec SA, Annual General Meeting, May 14, 2025. Valuation Update With 7 Day Price Move • Oct 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €14.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.42 per share. Reported Earnings • Sep 30
First half 2024 earnings released: EPS: €0.34 (vs €0.074 in 1H 2023) First half 2024 results: EPS: €0.34 (up from €0.074 in 1H 2023). Revenue: €36.7m (up 12% from 1H 2023). Net income: €2.81m (up 355% from 1H 2023). Profit margin: 7.7% (up from 1.9% in 1H 2023). 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 3.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. 공시 • May 20
Cogelec SA, Annual General Meeting, Jun 24, 2024 Cogelec SA, Annual General Meeting, Jun 24, 2024. Location: 370 rue de maunit, mortagne sur sevre France Valuation Update With 7 Day Price Move • May 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €9.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 13% over the past three years. Reported Earnings • Apr 26
Full year 2023 earnings released: EPS: €0.54 (vs €0.034 loss in FY 2022) Full year 2023 results: EPS: €0.54 (up from €0.034 loss in FY 2022). Revenue: €66.0m (up 11% from FY 2022). Net income: €4.51m (up €4.80m from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). 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 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. New Risk • Apr 17
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€68.0m market cap, or US$72.3m). Reported Earnings • Oct 01
First half 2023 earnings released First half 2023 results: Revenue: €32.6m (up 8.7% from 1H 2022). Net income: €600.0k (up 7.9% from 1H 2022). Profit margin: 1.8% (down from 1.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Communications industry in Europe. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Sep 30
First half 2022 earnings released First half 2022 results: Revenue: €30.0m (up 15% from 1H 2021). Net income: €600.0k (up €2.80m from 1H 2021). Profit margin: 2.0% (up from net loss in 1H 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe. Reported Earnings • May 01
Full year 2021 earnings released Full year 2021 results: Revenue: €51.5m (up 27% from FY 2020). Net loss: €3.30m (loss narrowed 18% from FY 2020). Over the next year, revenue is forecast to grow 15%, compared to a 7.3% growth forecast for the industry in Germany. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 01
First half 2021 earnings released The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: €26.1m (up 48% from 1H 2020). Net loss: €2.20m (loss widened 21% from 1H 2020). Breakeven Date Change • Sep 23
Forecast to breakeven in 2021 The 2 analysts covering Cogelec expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €1.57m in 2021. Earnings growth of 84% is required to achieve expected profit on schedule. Reported Earnings • Apr 26
Full year 2020 earnings released: €0.47 loss per share (vs €0.33 loss in FY 2019) The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €40.4m (up 1.1% from FY 2019). Net loss: €4.02m (loss widened 41% from FY 2019). Is New 90 Day High Low • Mar 04
New 90-day low: €6.80 The company is down 6.0% from its price of €7.24 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.71 per share. Is New 90 Day High Low • Jan 07
New 90-day high: €7.52 The company is up 6.0% from its price of €7.12 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.28 per share. Is New 90 Day High Low • Oct 17
New 90-day high: €7.24 The company is up 36% from its price of €5.32 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.17 per share. Is New 90 Day High Low • Oct 01
New 90-day high: €6.58 The company is up 28% from its price of €5.16 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.12 per share. Reported Earnings • Sep 30
First half earnings released Over the last 12 months the company has reported total losses of €3.26m, with losses widening by 30% from the prior year. Total revenue was €38.7m over the last 12 months, up 4.8% from the prior year.