Indra Sistemas, S.A.

BME:IDR 주식 리포트

시가총액: €9.4b

Indra Sistemas 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jose-Vicente De Los Mozos Obispo

최고경영자

€2.2m

총 보수

CEO 급여 비율29.48%
CEO 재임 기간3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.2yrs
이사회 평균 재임 기간3.3yrs

최근 경영진 업데이트

Recent updates

IDR: Future Re Rating Will Rely On Delivering 2026 Revenue And EBIT Targets

Analysts have trimmed their fair value estimate for Indra Sistemas from €85.00 to €80.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Indra Sistemas, S.A. is being added to the FTSE All-World Index (USD), which may increase the company’s visibility among global index-tracking investors (Index Constituent Adds).

IDR: TfL Ticketing Contract Will Drive Future Upside Potential

Analysts now set their price target for Indra Sistemas at about €62.62, up from roughly €59.29. This reflects updated views on fair value, discount rate and future P/E assumptions.

IDR: Future Re Rating Case Will Hinge On 2026 Execution Credentials

Analysts have lifted their price target on Indra Sistemas to €60 from €47, reflecting updated views on the company’s earnings outlook and sector positioning within European software and services ahead of 2026. Analyst Commentary The latest research frames the new €60 price target as part of a broader reset across European software and services into 2026.

IDR: Future Re Rating Case Centers On Execution Of Revised Profitability Assumptions

Analysts have lifted their price target on Indra Sistemas to €60 from €47, citing updated assumptions for fair value at €85, revised forecasts for revenue growth at 21.83% and profit margin at 7.31%, a discount rate of 10.57%, and a future P/E of 27.32x. Analyst Commentary Bullish analysts are pointing to the higher fair value assumption of €85 and the future P/E of 27.32x as signals that they still see meaningful upside potential in Indra Sistemas, even with the rating now set at Equal Weight.

IDR: Equal Weight Reset And TfL Contract Will Shape Measured Outlook

Narrative Update on Indra Sistemas Analysts have lifted their price target on Indra Sistemas to €59.29 from €55.10, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E after a recent sector wide review that also saw the stock downgraded to Equal Weight with a separate target of €60.00. Analyst Commentary Recent research on Indra Sistemas reflects a mixed view, with the share rating moved to Equal Weight while the price target was raised to €60 from €47 as part of a broader 2026 sector outlook review.

IDR: Equal Weight Shift And London Transport Deal Will Shape Balanced Outlook

Analysts have lifted their price target on Indra Sistemas to €60 from €47, aligning it with an updated fair value estimate of €55.10 and refreshed assumptions on discount rate, revenue growth and future P/E, even as the stock moves to an Equal Weight stance. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €60 price target as a sign that updated assumptions on revenue growth, discount rate and future P/E still support upside versus the prior €47 level.

IDR: Execution Risks Around London Contract Will Likely Restrain Further Repricing

Analysts have raised their price target for Indra Sistemas from €47 to €60, citing updated assumptions for revenue growth, profit margins, discount rates and a lower future P/E multiple in recent research. Analyst Commentary Recent research includes a downgrade of Indra Sistemas to Equal Weight with a higher price target of €60, up from €47, as part of a broader 2026 outlook on European software and services.

IDR: Neutral Rating Shift And London Contract Will Shape Balanced Outlook

Narrative Update on Indra Sistemas Analysts have lifted their fair value estimate for Indra Sistemas from €51.18 to €53.38, supported by fresh Street research that pairs higher price targets with more neutral ratings and slightly adjusted assumptions for the discount rate, revenue growth and future P/E. Analyst Commentary Recent Street research on Indra Sistemas presents a mixed picture, with price targets moving higher while ratings sit closer to the middle of the scale.

Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

Jan 16
Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

IDR: Neutral Rating Shift And Hispasat Decision Will Support Balanced Outlook

Analysts have inched their price target for Indra Sistemas to €51.18, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions that align with the recent upgrade to Neutral and the €46 target cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a Neutral rating as recognition that previous concerns may now be more fairly reflected in the current share price, reducing the perceived valuation gap.

IDR: Future Order Pipeline And Margin Plans Will Support Balanced Outlook

Analysts have nudged their price target on Indra Sistemas higher by EUR 0.56 to EUR 51.18, citing slightly stronger expectations for revenue growth, margins, and valuation multiples. The revision is supported by recent research arguing the shares have become too cheap to ignore and no longer warrant an underperform stance.

These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

Dec 04
These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

IDR: Upgraded Ratings and Rising Margins Will Drive Renewed Bullish Momentum

Indra Sistemas’ analyst consensus price target has been raised slightly, from €50.19 to €50.61. Analysts cite improved profit margins and recent positive sentiment upgrades.

IDR: Cautious Optimism Expected to Balance Opportunities and Ongoing Risks

Indra Sistemas saw its analyst price target rise from €47.92 to €50.19 as analysts cited stronger revenue growth expectations, a lower discount rate, and a generally improved outlook from recent upgrades and new coverage. Analyst Commentary Recent street research on Indra Sistemas reflects a shift in sentiment, with upgrades and new coverage prompting a closer look at the company’s valuation and prospects.

IDR: Continued U S Mobility Expansion Will Shape Balanced Risk Reward Outlook

Indra Sistemas' analyst price target has risen from €41.66 to €47.92. This change reflects analysts' increased optimism on revenue growth and profit margins following recent upgrades and positive coverage.

European Defense Spending And AI Adoption Will Unlock Opportunities

Indra Sistemas' analyst price target has been raised from €40.75 to €41.66, as analysts cite continued undervaluation of shares and a slight improvement in profit margin forecasts. Analyst Commentary Analysts remain positive on Indra Sistemas, supported by recent coverage and upward revisions in price targets.
User avatar

Acquisitions Of Deimos And TESS Defence Propel Growth In Space And Defense Markets

Acquisitions in space and defense sectors enhance capabilities and position Indra for increased profitability and revenue growth.

CEO 보수 분석

Jose-Vicente De Los Mozos Obispo의 보수는 Indra Sistemas의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025n/an/a

€436m

Sep 30 2025n/an/a

€384m

Jun 30 2025n/an/a

€378m

Mar 31 2025n/an/a

€276m

Dec 31 2024€2m€660k

€278m

Sep 30 2024n/an/a

€244m

Jun 30 2024n/an/a

€230m

Mar 31 2024n/an/a

€223m

Dec 31 2023€2m€410k

€206m

보상 대 시장: Jose-Vicente의 총 보수(USD2.63M)는 Spanish 시장에서 비슷한 규모 기업의 평균(USD3.35M) 수준입니다.

보상과 수익: Jose-Vicente의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Jose-Vicente De Los Mozos Obispo (63 yo)

3yrs
재임 기간
€2,239,000
보수

Mr. Jose-Vicente De Los Mozos Obispo served as Executive Vice President of Group Industry, Member of Management Board and Iberia Country Director at Renault SA. He was Group Executive Vice-President of Man...

리더십 팀

이름직위재임 기간보수지분
Jose-Vicente De Los Mozos Obispo
CEO & Director3yrs€2.24m데이터 없음
Miguel Garau
Chief Financial Officer1.7yrs데이터 없음데이터 없음
Manuel García
Chief Technology Officer1.2yrs데이터 없음데이터 없음
David Santos
Chief Legal Officer3.3yrs데이터 없음데이터 없음
Jesus Presa
Chief Marketing Officer & Brand Management3.3yrs데이터 없음데이터 없음
Maria del Carmen Moneva
Chief HR Officerno data데이터 없음데이터 없음
Luis Figueroa García
Head of IT Delivery & Productionno data데이터 없음데이터 없음
Borja Ochoa Gil
Head of Defence & Securityno data데이터 없음데이터 없음
Raul Ripio
Managing Director of Mobilityno data데이터 없음데이터 없음
Manuel Ausaverri
Chief Strategy Officer3.3yrs데이터 없음데이터 없음
Luis Hernando
Managing Director of Minsaitno data데이터 없음데이터 없음
Juan Pedro Veiga
International Managing Directorno data데이터 없음데이터 없음
3.2yrs
평균 재임 기간

경험이 풍부한 관리: IDR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).

이사회 구성원

이름직위재임 기간보수지분
Jose-Vicente De Los Mozos Obispo
CEO & Director3yrs€2.24m데이터 없음
Fernando Fernandez-Tapias
Member of the Advisory Boardno data데이터 없음데이터 없음
Belen Corbi
Independent Director3.6yrs€184.00k데이터 없음
Julian Garcia Vargas
Member of the Advisory Boardno data데이터 없음데이터 없음
Sergio Serrano Sánchez
Member of the Advisory Boardno data데이터 없음데이터 없음
Santiago de Torres
Member of the Advisory Boardno data데이터 없음데이터 없음
Emilio Saracho Rodríguez de Torres
Member of the Advisory Boardno data데이터 없음데이터 없음
Juan Costa
Member of the Advisory Boardno data데이터 없음데이터 없음
Bernardo Villazan Gil
Independent Director3.6yrs€158.00k데이터 없음
Virginia Peralta
Deputy Chair & Lead Independent Director3.6yrs€214.00k데이터 없음
Eva Fernandez Gongora
Independent Directorless than a year데이터 없음데이터 없음
Ángel Grimaldos
Chairmanless than a year데이터 없음데이터 없음
3.3yrs
평균 재임 기간
67.5yo
평균 나이

경험이 풍부한 이사회: IDR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 06:21
종가2026/05/06 00:00
수익2025/12/31
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.

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 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Indra Sistemas, S.A.는 30명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander