ID Logistics Group (1ID) 주식 개요ID Logistics Group SA는 프랑스 및 전 세계에서 계약 물류 서비스를 제공합니다. 자세히 보기1ID 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장3/6과거 실적5/6재무 건전성3/6배당0/6강점수익은 매년 17.3% 증가할 것으로 예상됩니다.지난 1년간 수익이 19.8% 증가했습니다.분석가들은 주가가 33.5% 상승할 것이라는 데 동의합니다.위험 분석우리의 위험 점검에서 1ID에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기1ID Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€356.0017.4% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue €5.8bEarnings €98.2mAdvancedSet Fair ValueView all narrativesID Logistics Group SA 경쟁사LogwinSymbol: XTRA:TGHNMarket cap: €783.1mDeutsche PostSymbol: XTRA:DHLMarket cap: €53.4bMüller - Die lila LogistikSymbol: XTRA:MLLMarket cap: €37.2mDeufolSymbol: HMSE:DE10Market cap: €37.5m가격 이력 및 성과ID Logistics Group 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가€356.0052주 최고가€463.5052주 최저가€300.00베타1.031개월 변동3.94%3개월 변동-11.99%1년 변동-10.44%3년 변동37.19%5년 변동46.20%IPO 이후 변동1,688.94%최근 뉴스 및 업데이트Board Change • 9hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France공시 • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026공시 • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France공시 • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025더 많은 업데이트 보기Recent updatesBoard Change • 9hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France공시 • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026공시 • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France공시 • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).공시 • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.공시 • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024New Risk • Aug 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (8.4% increase in shares outstanding).Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).공시 • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.Board Change • Mar 22Less 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, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.4% decline forecast for the Logistics industry in Germany.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 06ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Kane Logistics, Inc. from Harkness Capital Partners LLC for an enterprise value of approximately $240 million on February 13, 2022. The Kane team will continue with the Company post the closing of the investment and the group will rely on the management of Kane Logistics to manage all its North American activities. At closing, the transaction will be based on an enterprise value of $240 million and will be settled entirely in cash. ID Logistics will maintain a sound financial structure with a pre-IFRS16 debt ratio estimated at 2.6x post-acquisition proforma EBITDA. This acquisition will be accretive on the EBITDA of the ID Logistics group from the first year of consolidation. The transaction remains subject to the approval of the competent US antitrust authorities (Hart-Scott-Rodino Antitrust Improvement Act). The acquisition is expected to be completed before the summer of 2022. Stéphane Vanbergue and Pierre-David Forterre of Eight Advisory acted as financial due diligence and Guillaume Rembry and Hubert Christophe of Eight Advisory Avocats acted as tax due diligence advisors to ID Logistics. Jean-Marc Franceschi, Ashlee Sawyer Gilson, Michel Quéré, Eric Paroche, Ludovic Geneston, Mark Weinstein, Carin Carithers, Robert Baldwin, Brian Curran, Sophie Lok and Nathan Cooper of Hogan Lovells acted as legal advisor for ID Logistics. BofA Securities Europe SA acted as financial advisor to ID Logistics Group SA. Frank Mountcastle and Jonathan Meredith of The Harris Williams Transportation & Logistics Group acted as financial advisor to Kane Logistics. As on April 4, 2022, Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC on April 4, 2022.공시 • Apr 04ID Logistics Appoints Stan Schrader as CEO of ID Logistics USID Logistics announcing the completion of the acquisition of 100% of Kane Logistics in the United States. Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US with the objective of maintaining a high level of organic growth and implementing the commercial synergies offered by this merger. Stan is particularly attentive to the quality of service delivered to his customers.Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in Germany.공시 • Jan 30ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022. Jean-Marc Franceschi, Eric Paroche and Arnaud Deparday of Hogan Lovells acted as legal advisors to ID Logistics. Damien Barenne and Cyril Couplet of Septentrion Finance SARL acted as financial advisors to Ze 12th Player and Alexandre Ghesquière and Sebastien Roy of Bignon, Lebray & Associes acted as legal advisors to Ze 12th Player. Stéphane Vanbergue, Pierre-David Forterre and Charles Frassaint of Eight Advisory conducted financial due diligence of Colisweb for ID Logistics and Guillaume Rembry, Hubert Christophe and Jérémy Cosma of Eight Advisory Avocats conducted tax due diligence of Colisweb for ID logistics. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS on January 28, 2022.공시 • Dec 17ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V.ID Logistics Group SA (ENXTPA:IDL) agree to acquire GVT Transport & Logistics from Gvt Group Of Logistics B.V for an enterprise value of €80 million on November 9, 2021. Consideration will be fully paid in cash. The division named BTT, which offers multimodal container solutions, is not part of the transaction and will remain operated separately by GVT Group of Logistics. ID Logistics will keep a sound financial structure with a leverage ratio of 1.2x proforma EBITDA post-acquisition. The transaction remains subject to the approval of Dutch competent regulatory authorities in merger & acquisition monitoring control. Closing is expected by the end of 2021. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V. on December 16, 2021.공시 • Dec 14ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022.Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Jan 07New 90-day high: €223The company is up 21% from its price of €184 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.Is New 90 Day High Low • Dec 17New 90-day high: €216The company is up 22% from its price of €176 on 18 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €402 per share.Is New 90 Day High Low • Oct 24New 90-day high: €203The company is up 12% from its price of €181 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €349 per share.Is New 90 Day High Low • Sep 23New 90-day low: €169The company is down 6.0% from its price of €180 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share.공시 • Jul 24ID Logistics Group SA to Report First Half, 2020 Results on Aug 26, 2020ID Logistics Group SA announced that they will report first half, 2020 results on Aug 26, 2020주주 수익률1IDDE LogisticsDE 시장7D1.0%-1.3%2.0%1Y-10.4%6.1%-0.1%전체 주주 수익률 보기수익률 대 산업: 1ID은 지난 1년 동안 6.1%의 수익을 기록한 German Logistics 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 1ID은 지난 1년 동안 -0.1%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is 1ID's price volatile compared to industry and market?1ID volatility1ID Average Weekly Movement6.0%Logistics Industry Average Movement5.0%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%안정적인 주가: 1ID는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 1ID의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트200134,760Eric Hemarwww.id-logistics.comID Logistics Group SA는 프랑스 및 전 세계에 계약 물류 서비스를 제공합니다. 창고 보관 및 부가가치, 운송 및 흐름 조직, 공급망 최적화 서비스를 제공합니다. 또한 공동 포장 및 현장 자동화 서비스도 제공합니다.더 보기ID Logistics Group SA 기초 지표 요약ID Logistics Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?1ID 기초 통계시가총액€2.36b순이익 (TTM)€63.27m매출 (TTM)€3.74b37.3x주가수익비율(P/E)0.6x주가매출비율(P/S)1ID는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표1ID 손익계산서 (TTM)매출€3.74b매출원가€3.13b총이익€603.34m기타 비용€540.07m순이익€63.27m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)9.68총이익률16.14%순이익률1.69%부채/자본 비율75.5%1ID의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 09:07종가2026/05/20 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 소스ID Logistics Group SA는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Anna PatriceBerenbergPhilippe LorrainBernsteinEmmanuel MatotODDO BHF Corporate & Markets8명의 분석가 더 보기
Board Change • 9hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France
공시 • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
공시 • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025
공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France
공시 • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
Board Change • 9hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France
공시 • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
공시 • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025
공시 • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France
공시 • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
공시 • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.
Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.
공시 • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024
New Risk • Aug 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023
New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
공시 • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.
Board Change • Mar 22Less 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, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.
공시 • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.4% decline forecast for the Logistics industry in Germany.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 06ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Kane Logistics, Inc. from Harkness Capital Partners LLC for an enterprise value of approximately $240 million on February 13, 2022. The Kane team will continue with the Company post the closing of the investment and the group will rely on the management of Kane Logistics to manage all its North American activities. At closing, the transaction will be based on an enterprise value of $240 million and will be settled entirely in cash. ID Logistics will maintain a sound financial structure with a pre-IFRS16 debt ratio estimated at 2.6x post-acquisition proforma EBITDA. This acquisition will be accretive on the EBITDA of the ID Logistics group from the first year of consolidation. The transaction remains subject to the approval of the competent US antitrust authorities (Hart-Scott-Rodino Antitrust Improvement Act). The acquisition is expected to be completed before the summer of 2022. Stéphane Vanbergue and Pierre-David Forterre of Eight Advisory acted as financial due diligence and Guillaume Rembry and Hubert Christophe of Eight Advisory Avocats acted as tax due diligence advisors to ID Logistics. Jean-Marc Franceschi, Ashlee Sawyer Gilson, Michel Quéré, Eric Paroche, Ludovic Geneston, Mark Weinstein, Carin Carithers, Robert Baldwin, Brian Curran, Sophie Lok and Nathan Cooper of Hogan Lovells acted as legal advisor for ID Logistics. BofA Securities Europe SA acted as financial advisor to ID Logistics Group SA. Frank Mountcastle and Jonathan Meredith of The Harris Williams Transportation & Logistics Group acted as financial advisor to Kane Logistics. As on April 4, 2022, Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC on April 4, 2022.
공시 • Apr 04ID Logistics Appoints Stan Schrader as CEO of ID Logistics USID Logistics announcing the completion of the acquisition of 100% of Kane Logistics in the United States. Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US with the objective of maintaining a high level of organic growth and implementing the commercial synergies offered by this merger. Stan is particularly attentive to the quality of service delivered to his customers.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in Germany.
공시 • Jan 30ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022. Jean-Marc Franceschi, Eric Paroche and Arnaud Deparday of Hogan Lovells acted as legal advisors to ID Logistics. Damien Barenne and Cyril Couplet of Septentrion Finance SARL acted as financial advisors to Ze 12th Player and Alexandre Ghesquière and Sebastien Roy of Bignon, Lebray & Associes acted as legal advisors to Ze 12th Player. Stéphane Vanbergue, Pierre-David Forterre and Charles Frassaint of Eight Advisory conducted financial due diligence of Colisweb for ID Logistics and Guillaume Rembry, Hubert Christophe and Jérémy Cosma of Eight Advisory Avocats conducted tax due diligence of Colisweb for ID logistics. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS on January 28, 2022.
공시 • Dec 17ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V.ID Logistics Group SA (ENXTPA:IDL) agree to acquire GVT Transport & Logistics from Gvt Group Of Logistics B.V for an enterprise value of €80 million on November 9, 2021. Consideration will be fully paid in cash. The division named BTT, which offers multimodal container solutions, is not part of the transaction and will remain operated separately by GVT Group of Logistics. ID Logistics will keep a sound financial structure with a leverage ratio of 1.2x proforma EBITDA post-acquisition. The transaction remains subject to the approval of Dutch competent regulatory authorities in merger & acquisition monitoring control. Closing is expected by the end of 2021. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V. on December 16, 2021.
공시 • Dec 14ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022.
Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.
Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Jan 07New 90-day high: €223The company is up 21% from its price of €184 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.
Is New 90 Day High Low • Dec 17New 90-day high: €216The company is up 22% from its price of €176 on 18 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €402 per share.
Is New 90 Day High Low • Oct 24New 90-day high: €203The company is up 12% from its price of €181 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €349 per share.
Is New 90 Day High Low • Sep 23New 90-day low: €169The company is down 6.0% from its price of €180 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share.
공시 • Jul 24ID Logistics Group SA to Report First Half, 2020 Results on Aug 26, 2020ID Logistics Group SA announced that they will report first half, 2020 results on Aug 26, 2020
