Repsol, S.A.

BME:REP 주식 리포트

시가총액: €24.4b

Repsol 경영진

경영진 기준 점검 3/4

Repsol CEO는 Josu Imaz San Miguel, Apr2014 에 임명되었습니다 의 임기는 12.08 년입니다. 총 연간 보상은 €5.05M, 28.8% 급여 및 71.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €17.91M 가치에 해당하는 회사 주식의 0.074% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 8.5 년입니다.

핵심 정보

Josu Imaz San Miguel

최고경영자

€5.0m

총 보수

CEO 급여 비율28.76%
CEO 재임 기간12.1yrs
CEO 지분 보유율0.07%
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간8.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 14

REP: Venezuela Oil Exposure Will Pressure Future Cash Flow And Margins

The analyst fair value estimate for Repsol has increased from about €13.61 to roughly €16.91, reflecting a series of recent price target revisions as analysts incorporate updated views on revenue growth, margins, and valuation, including higher assumed future P/E multiples. Analyst Commentary Recent Street research on Repsol shows a mix of upgraded views and renewed caution.
분석 기사 May 01

Upgrade: Analysts Just Made A Massive Increase To Their Repsol, S.A. (BME:REP) Forecasts

Celebrations may be in order for Repsol, S.A. ( BME:REP ) shareholders, with the analysts delivering a significant...
내러티브 업데이트 Apr 30

REP: Venezuelan Deals And Mixed Ratings Will Shape Fairly Valued Shares

The analyst fair value estimate for Repsol has increased to €24.03 from €19.92, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations following a wave of recent target changes and rating shifts across major banks. Analyst Commentary Recent research on Repsol shows a mix of optimism and caution, with several firms adjusting price targets and ratings in quick succession.
내러티브 업데이트 Apr 15

REP: Venezuela Exposure Will Drive Future Cash Flow And Margin Downside Risk

The analyst price target for Repsol has been adjusted higher to €13.61 from €13.30, with analysts citing updated price targets across the broker community, along with small shifts in the discount rate, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Repsol shows a mix of upgrades and downgrades, with price targets being moved both higher and lower.
내러티브 업데이트 Apr 01

REP: Venezuela Exposure And Refining Uncertainty Will Drive Future Downside Risk

Analysts have lifted the average price target for Repsol by several euros into the high teens to low €20s range, pointing to updated models that reflect lower discount rates, modestly higher revenue growth assumptions, and supportive sector research on refining margins and valuation for integrated energy names. Analyst Commentary Recent research has pulled Repsol into sharper focus, with several major banks updating ratings and targets as they refresh models and sector views.
내러티브 업데이트 Mar 18

REP: Venezuelan Exposure Will Tighten Future Risk Profile For Richly Priced Shares

Repsol's analyst fair value has increased from €17.42 to €19.92 as analysts highlight higher price targets across the Street, citing sustained refining margins, stronger free cash flow and broad valuation support for integrated energy names. Analyst Commentary Recent research points to a clear reset in expectations for Repsol, with several firms lifting price targets into a €18 to €25 range and reassessing ratings as their models are updated and sector views evolve.
내러티브 업데이트 Mar 04

REP: Venezuela Exposure Will Shape Future Risk Profile For Overvalued Shares

Analysts have nudged their price expectations for Repsol higher, with the updated fair value estimate moving from about €16.45 to roughly €17.42. This adjustment is supported by recent target increases from several banks highlighting valuation support for integrated energy names.
내러티브 업데이트 Feb 18

REP: Venezuela Exposure And Upstream Optionality Will Drive Future Repricing

Analysts have trimmed their average price target on Repsol to €19 from €20, citing a slightly lower assumed discount rate and P/E, along with updated views on revenue growth and profitability. Analyst Commentary Recent research has highlighted a mix of caution and optimism around Repsol, with some high profile houses adjusting their views in different directions.
내러티브 업데이트 Feb 03

REP: Upstream Liquidity Event And Reverse Merger Optionality Will Drive Repricing

Analysts have lifted their fair value estimate for Repsol to €20.00 from €17.73, reflecting updated assumptions on discount rate, revenue growth, margins and future P/E, even as recent research has included both downgrades and an upgrade following model roll forwards. Analyst Commentary Street research on Repsol has been mixed in recent weeks, with several downgrades from large banks including JPMorgan and RBC Capital alongside at least one upgrade and higher price targets from bullish analysts.
내러티브 업데이트 Jan 20

REP: Upstream Reverse Merger Talks Will Drive Future Downside Risk

Analysts have lifted their price expectations for Repsol, with our fair value estimate moving from €11.00 to €13.30. This reflects recent target raises to €16 and €19, as well as updated views on valuation, discount rates and longer term earnings multiples.
내러티브 업데이트 Jan 06

REP: Upstream Merger Options And Refining Margin Risks Will Shape Outlook

Analysts have made a very small trim to their fair value estimate for Repsol to about €16.45. Recent Street research highlights a mix of more cautious views on refining margins and interest around potential corporate actions, which supported an increase in one published price target to €16 from €15.
내러티브 업데이트 Dec 19

REP: Upstream Merger Talks And Refining Margins Will Shape Future Narrative

Analysts have nudged their blended price target for Repsol modestly higher to about EUR 16.45 from roughly EUR 16.20, reflecting slightly stronger long term revenue growth expectations, a marginally higher fair value estimate, and continued support from recent upward target revisions despite some caution on refining margins. Analyst Commentary Analyst views on Repsol remain mixed, with incremental target hikes balanced by growing concerns around the sustainability of current refining profitability and broader upstream strategy uncertainty.
내러티브 업데이트 Dec 05

REP: Upstream Merger Talks And Renewable Fuels Expansion Will Shape Near-Term Outlook

The analyst price target for Repsol has been nudged higher to EUR 16.20 from about EUR 15.98 as analysts factor in modestly stronger long term revenue growth, a slightly higher fair value estimate, and supportive sector views reflected in recent target increases, even as some see limited upside at current valuation levels. Analyst Commentary Street research on Repsol has been mixed, with recent notes highlighting both constructive and more cautious elements around growth prospects, capital allocation, and valuation.
분석 기사 Dec 03

There's Been No Shortage Of Growth Recently For Repsol's (BME:REP) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Nov 20

REP: Potential Upstream Merger And Renewable Projects Will Determine Near-Term Outlook

Analysts have slightly increased their fair value estimate for Repsol to €15.98 from €15.77. They cite a modest outlook adjustment that reflects updated price targets and tempered revenue growth expectations.
분석 기사 Nov 07

Repsol's (BME:REP) Soft Earnings Are Actually Better Than They Appear

The market for Repsol, S.A.'s ( BME:REP ) shares didn't move much after it posted weak earnings recently. We did some...
내러티브 업데이트 Nov 06

REP: Future Profit Margins And Renewable Supply Agreements Will Shape Outlook

Analysts have raised their price target for Repsol from €15.27 to €15.77, citing a modest improvement in profit margins and a more favorable industry outlook as the primary drivers for the upward revision. Analyst Commentary Recent street research highlights a mix of optimism and caution among analysts regarding Repsol's outlook and valuation.
내러티브 업데이트 Oct 23

Analysts React to Repsol’s Upward Valuation as Renewable Fuel Strategy Gains Momentum

Repsol's fair value estimate has been raised modestly from €15.08 to €15.27 per share. Analysts cite improving profit margins and stronger revenue growth, partially offset by expectations for moderated refining spreads.
내러티브 업데이트 Oct 09

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised their price target for Repsol from €14.45 to €15.08. They cite improved revenue growth, higher profit margins, and sector trends favoring companies with strong diesel exposure as key reasons for this change.
내러티브 업데이트 Sep 25

Renewable Energy Expansion Will Unlock Future Value

Repsol’s price target was raised to €14.45 as analysts cite improving oil prices, stronger refining margins, and enhanced shareholder returns supporting higher valuations. Analyst Commentary Bullish analysts cite Repsol's strong leverage to diesel markets as a key differentiator, particularly amid a strengthening oil price environment.
내러티브 업데이트 Aug 30

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised Repsol’s price target to €14.28, citing strong diesel refining leverage, resilience to higher oil prices, and sector leadership, supporting a more bullish outlook. Analyst Commentary Bullish analysts highlight Repsol’s strong leverage to diesel refining, positioning it as a hedge against rising oil prices.
분석 기사 Aug 18

Why Investors Shouldn't Be Surprised By Repsol, S.A.'s (BME:REP) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Repsol, S.A. ( BME:REP ) is a stock worth checking...
분석 기사 Jun 02

Repsol (BME:REP) Will Pay A Dividend Of €0.405

The board of Repsol, S.A. ( BME:REP ) has announced that it will pay a dividend on the 8th of July, with investors...
User avatar
새로운 내러티브 Nov 10

Balancing High-Margin Ambitions Against Shrinking Margins And Geopolitical Risks

Focus on high-margin, lower-emission projects and strategic CapEx management could enhance cash flows, margins, and net earnings.

CEO 보수 분석

Josu Imaz San Miguel의 보수는 Repsol의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€2b

Dec 31 2025€5m€1m

€2b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€673m

Mar 31 2025n/an/a

€1b

Dec 31 2024€4m€1m

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€4m€1m

€3b

Sep 30 2023n/an/a

€4b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€4b

Dec 31 2022€4m€1m

€4b

Sep 30 2022n/an/a

€4b

Jun 30 2022n/an/a

€4b

Mar 31 2022n/an/a

€3b

Dec 31 2021€4m€1m

€2b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€367m

Mar 31 2021n/an/a

-€2b

Dec 31 2020€4m€1m

-€3b

Sep 30 2020n/an/a

-€8b

Jun 30 2020n/an/a

-€7b

Mar 31 2020n/an/a

-€5b

Dec 31 2019€4m€1m

-€4b

보상 대 시장: Josu의 총 보수(USD5.89M)는 Spanish 시장에서 비슷한 규모 기업의 평균(USD3.32M)보다 높습니다.

보상과 수익: Josu의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Josu Imaz San Miguel (62 yo)

12.1yrs
재임 기간
€5,048,188
보수

Mr. Josu Jon Imaz San Miguel, Ph D., has been the Chief Executive Officer of Repsol, S.A., since April 30, 2014 and its Executive Director since April 30, 2014. Mr. Imaz San Miguel served as the President...


리더십 팀

이름직위재임 기간보수지분
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 17.9m
Antonio Lorenzo Sierra
Executive MD & CFO7.8yrs데이터 없음데이터 없음
Luis Cabra Duenas
EMD Energy Transitionno data데이터 없음데이터 없음
Pablo Bannatyne
Head of Investor Relationsno data데이터 없음데이터 없음
Marcos Fraga
Head of Corporate Communication & Brand and Director of Chairman’s Office4.3yrs데이터 없음데이터 없음
Carmen Pérez
EMD People & Organizationno data데이터 없음데이터 없음
Tomas Garcia Blanco
Executive Managing Director & Deputy to the CEO for Special Projectsno data데이터 없음데이터 없음
Berta Cabello
Head of Refining Transformationno data데이터 없음데이터 없음
Juan Heredero
EMD Industrial Transformation and Circular Economyno data데이터 없음데이터 없음
Valero Sastron
Executive Managing Director of Clientno data데이터 없음데이터 없음
Francisco Gea del Riquelme
Executive Managing Director of Exploration & Production3.7yrs데이터 없음데이터 없음
Joao Paulo de Sousa Costeira
Executive Managing Director of Low Carbon Generation3.7yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: REP의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 17.9m
John West
Independent Non-Executive Director11.3yrs€353.19k데이터 없음
Henri Philippe Reichstul
Non-Executive Director7.6yrs€353.19k0%
€ 0
Antonio Brufau Niubo
Non-Executive Chairman29.8yrs€1.25m0.056%
€ 13.6m
Manuel Manrique Cecilia
Non-Executive Director13.1yrs€353.19k0.00015%
€ 36.5k
Maria Garcia-Mila Lloveras
Independent Non-Executive Director7yrs€286.97k0.00021%
€ 51.1k
Aurora Sala
Independent External Director5.2yrs€309.04k데이터 없음
Ignacio Martin San Vicente
Independent Non-Executive Director8yrs€353.19k0.00074%
€ 180.2k
Isabel Torremocha Ferrezuelo
Independent External Director9yrs€309.04k0.00075%
€ 182.7k
Maria del Ganyet i Cirera
Independent Non-Executive Director8yrs€353.19k0%
€ 0
Arantza Estefania Larranaga
Independent Non-Executive Director7yrs€242.82k데이터 없음
Mariano Marzo Carpio
Lead Independent Director9yrs€331.11k데이터 없음
8.5yrs
평균 재임 기간
70yo
평균 나이

경험이 풍부한 이사회: REP의 이사회경험이 있음으로 간주됩니다(평균 재임 8.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 09:58
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Repsol, S.A.는 47명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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