View ValuationNeste Oyj 향후 성장Future 기준 점검 2/6Neste Oyj (는) 각각 연간 9.8% 및 7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.5% 로 예상됩니다.핵심 정보9.8%이익 성장률10.65%EPS 성장률Oil and Gas 이익 성장6.6%매출 성장률7.0%향후 자기자본이익률14.54%애널리스트 커버리지Good마지막 업데이트20 Jul 2026최근 향후 성장 업데이트분석 기사 • May 03Results: Neste Oyj Exceeded Expectations And The Consensus Has Updated Its EstimatesNeste Oyj ( HEL:NESTE ) defied analyst predictions to release its first-quarter results, which were ahead of market...Major Estimate Revision • Apr 29Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €19.9b to €23.0b. EPS estimate unchanged from €2.04 at last update. Oil and Gas industry in Finland expected to see average net income growth of 50% next year. Consensus price target up from €26.06 to €26.77. Share price rose 16% to €29.43 over the past week.Major Estimate Revision • Apr 21Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.9b to €20.4b. EPS estimate increased from €1.74 to €2.02 per share. Net income forecast to grow 1,013% next year vs 43% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €26.06 to €26.66. Share price was steady at €24.95 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.4b to €19.8b. EPS estimate increased from €1.38 to €1.63 per share. Net income forecast to grow 840% next year vs 35% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €24.98 to €25.69. Share price fell 2.8% to €27.18 over the past week.Major Estimate Revision • Mar 20Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €18.2b to €18.8b. EPS estimate increased from €1.21 to €1.38 per share. Net income forecast to grow 717% next year vs 31% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €21.53 to €24.51. Share price rose 8.4% to €29.48 over the past week.Price Target Changed • Mar 17Price target increased by 8.5% to €23.14Up from €21.32, the current price target is an average from 19 analysts. New target price is 19% below last closing price of €28.73. Stock is up 195% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €0.19 last year.모든 업데이트 보기Recent updates내러티브 업데이트 • Jul 10NESTE: Renewable Fuels Expansion And Recycling Partnership Will Drive Balanced Future OutlookNeste Oyj's updated analyst price target has shifted from about €20.85 to roughly €29.53. Analysts point to the company’s position in renewable diesel and sustainable aviation fuel, regulatory support for decarbonization, and ongoing capacity expansion as key drivers behind the change.공고 • Jun 30Technip Energies, Alterra and Neste Launch Nerea, a Standardized Modular Solution for Plastic Chemical RecyclingTechnip Energies, Alterra and Neste announced the commercial launch of Nerea™, a new type of industrial offering designed to accelerate the deployment of chemical recycling projects for plastic waste. By transitioning from bespoke engineering to a standardized product model, Nerea™ enables waste operators, project developers, refining and petrochemical players to scale circular plastic production with enhanced predictability. Nerea™ addresses this challenge by building on the collaboration agreement signed by Technip Energies, Alterra and Neste in November 2024 and bringing together Alterra’s thermochemical liquefaction technology, Neste’s chemical recycling expertise, and Technip Energies’ engineering, project delivery and modularization capabilities. Alterra’s technology has demonstrated more than five years of continuous commercial operation, processing real-world plastic waste streams. Nerea™ has a standardized, modular design that minimizes pre-investment and reduces project complexity, while providing greater certainty in terms of cost and schedule. Designed for rapid deployment across various industrial environments, the Nerea™ plant converts heterogeneous and hard-to-recycle plastic waste into high-quality feedstock for the petrochemical industry.내러티브 업데이트 • Jun 26NESTE: AI Efficiency Push And Mixed Ratings Will Test Rich Share PriceNeste Oyj's updated analyst price target rises to an implied fair value of €17.64 from €14.38. This reflects analyst models that now assume modestly higher revenue growth, slightly stronger profit margins and a lower future P/E multiple, following a series of recent target increases and rating changes across major banks.실시간 뉴스 • Jun 25Neste Taps HCLTech for AI-Led Efficiency Program to Advance Renewables GrowthNeste Oyj has selected HCLTech as a long-term strategic partner to drive an AI-led efficiency transformation, as part of a company-wide performance improvement program focused on strengthening operations and supporting growth in renewables. Under the partnership, HCLTech will consolidate Neste’s IT services, aim to improve efficiency and build a more agile, scalable technology setup aligned with the company’s sustainable aviation fuel and renewable diesel businesses. Neste’s share price is around €26.33, with the stock up 32.2% year to date, while the latest announcement reflects ongoing efforts to tighten execution and support the renewables-focused business model. This agreement points to a focus on cost discipline and operational reliability at Neste, which can be important for margins and execution risk as the company commits more capital and management attention to renewable fuels.공고 • Jun 12Neste Corporation Announces Board ChangesThe following members have been appointed to the Shareholders' Nomination Board of Neste Corporation: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister s Office of Finland, as the Chair, and EVP, Investments Annika Ekman of Ilmarinen Mutual Pension Insurance Company and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste s Board of Directors by 31 January 2027.분석 기사 • May 03Results: Neste Oyj Exceeded Expectations And The Consensus Has Updated Its EstimatesNeste Oyj ( HEL:NESTE ) defied analyst predictions to release its first-quarter results, which were ahead of market...New Risk • Apr 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 46% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Share price has been volatile over the past 3 months (7.3% average weekly change).New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 32% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).Major Estimate Revision • Apr 29Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €19.9b to €23.0b. EPS estimate unchanged from €2.04 at last update. Oil and Gas industry in Finland expected to see average net income growth of 50% next year. Consensus price target up from €26.06 to €26.77. Share price rose 16% to €29.43 over the past week.Major Estimate Revision • Apr 21Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.9b to €20.4b. EPS estimate increased from €1.74 to €2.02 per share. Net income forecast to grow 1,013% next year vs 43% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €26.06 to €26.66. Share price was steady at €24.95 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.4b to €19.8b. EPS estimate increased from €1.38 to €1.63 per share. Net income forecast to grow 840% next year vs 35% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €24.98 to €25.69. Share price fell 2.8% to €27.18 over the past week.공고 • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.Buy Or Sell Opportunity • Mar 23Now 25% undervaluedOver the last 90 days, the stock has risen 45% to €27.47. The fair value is estimated to be €36.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Major Estimate Revision • Mar 20Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €18.2b to €18.8b. EPS estimate increased from €1.21 to €1.38 per share. Net income forecast to grow 717% next year vs 31% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €21.53 to €24.51. Share price rose 8.4% to €29.48 over the past week.Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 07 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of Finnish dividend payers (5.3%). Lower than average of industry peers (4.3%).New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Price Target Changed • Mar 17Price target increased by 8.5% to €23.14Up from €21.32, the current price target is an average from 19 analysts. New target price is 19% below last closing price of €28.73. Stock is up 195% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €0.19 last year.새로운 내러티브 • Mar 07Slower Renewable Mandates And Costly Refinery Delays Will Pressure Long Term OutlookCatalysts About Neste Oyj Neste Oyj produces renewable fuels and oil products for transport and aviation customers. What are the underlying business or industry changes driving this perspective?공고 • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.새로운 내러티브 • Feb 21Renewable Fuel Mandates And Capacity Expansion Will Support A Stable Long Term OutlookCatalysts About Neste Oyj Neste Oyj is an energy company focused on renewable fuels and oil products, including renewable diesel and sustainable aviation fuel. What are the underlying business or industry changes driving this perspective?분석 기사 • Feb 09Earnings Miss: Neste Oyj Missed EPS By 37% And Analysts Are Revising Their ForecastsThe full-year results for Neste Oyj ( HEL:NESTE ) were released last week, making it a good time to revisit its...Declared Dividend • Feb 08Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 107%. Cash payout ratio: 19%.공고 • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.새로운 내러티브 • Feb 07Renewable Fuel Mandates And SAF Momentum Will Support A Stronger Long Term OutlookCatalysts About Neste Oyj Neste Oyj produces renewable fuels and oil products, with a focus on renewable diesel and sustainable aviation fuel, supported by refining and marketing activities. What are the underlying business or industry changes driving this perspective?Reported Earnings • Feb 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €0.19 (up from €0.12 loss in FY 2024). Revenue: €19.0b (down 7.8% from FY 2024). Net income: €144.0m (up €239.0m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공고 • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).분석 기사 • Jan 08Returns On Capital Signal Tricky Times Ahead For Neste Oyj (HEL:NESTE)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).분석 기사 • Dec 03Take Care Before Diving Into The Deep End On Neste Oyj (HEL:NESTE)You may think that with a price-to-sales (or "P/S") ratio of 0.7x Neste Oyj ( HEL:NESTE ) is a stock worth checking...New Risk • Oct 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x 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. This is currently the only risk that has been identified for the company.공고 • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.분석 기사 • Oct 28A Look At The Fair Value Of Neste Oyj (HEL:NESTE)Key Insights Using the 2 Stage Free Cash Flow to Equity, Neste Oyj fair value estimate is €20.34 With €18.40 share...분석 기사 • Aug 27Here's Why Neste Oyj (HEL:NESTE) Can Afford Some DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공고 • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.Price Target Changed • Jul 25Price target increased by 10.0% to €14.30Up from €13.00, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of €14.54. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.34 next year compared to a net loss per share of €0.12 last year.Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: €0.05 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €4.51b (down 2.8% from 2Q 2024). Net loss: €36.0m (loss narrowed 75% from 2Q 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Jun 24Now 21% undervaluedOver the last 90 days, the stock has risen 32% to €11.45. The fair value is estimated to be €14.47, 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 3 years. Meanwhile, the company became loss making.공고 • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.Buy Or Sell Opportunity • May 14Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to €9.60. The fair value is estimated to be €12.28, 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 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: €0.052 loss per share (down from €0.21 profit in 1Q 2024). Revenue: €5.02b (up 4.5% from 1Q 2024). Net loss: €40.0m (down 125% from profit in 1Q 2024). Revenue missed analyst estimates by 60%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.공고 • Mar 26Neste Oyj Elects Members of Its Two CommitteesNeste Oyj convening after the Annual General Meeting on March 25, 2025, announced that the Board of Directors elected the members of its two Committees. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee. Essimari Kairisto was elected as Chair and John Abbott, Anna Hyvönen and Just Jansz as members of the Audit Committee.공고 • Mar 25Neste Corporation Approves Dividend for the Year 2024, Payable on 3 April 2025Neste Corporation announced that at its AGM held on 25 March 2025, approved the board of directors' proposal that a dividend of EUR 0.20 per share will be paid on the basis of the approved balance sheet for 2024. The dividend will be paid to shareholders registered in the shareholders' register of the company maintained by Euroclear Finland Oy on the record date of the dividend payment, which shall be 27 March 2025. The dividend will be paid on 3 April 2025.Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 03 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Finnish dividend payers (5.9%). Lower than average of industry peers (6.6%).New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.3x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change).공고 • Feb 14Neste Oyj, Annual General Meeting, Mar 25, 2025Neste Oyj, Annual General Meeting, Mar 25, 2025, at 10:30 FLE Standard Time. Location: in the conference centre of helsinki expo and, convention centre, entrance at rautatielaisenkatu 3, 00520 helsinki FinlandBoard Change • Feb 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. Independent Director Nick Elmslie was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공고 • Feb 13+ 1 more updateNeste Oyj Announces Resignation of Eeva Sipilä as Member of the Board of Directors and the Chair of the Audit CommitteeNeste Oyj announced that Eeva Sipilä, a member of the Board of Directors and the Chair of the Audit Committee of Neste Corporation, has announced her resignation from the Board of the company as of today. The reason for the resignation is her appointment as Neste's Chief Financial Officer as of 1 May 2025, at the latest. The stock exchange release on the appointment was published on 28 October 2024. After Sipilä's resignation Neste's Board comprises eight members. The Chair of the Board Matti Kähkönen performs the duties of the Chair of the Audit Committee until the new Board to be elected at the Annual General Meeting on 25 March 2025 has organized itself.새로운 내러티브 • Nov 12What is the fair value of NesteGlobal oil demand is expected to plateau or decline slightly (-)Increased adaption of electric vehiclesImprovements in energy efficiencyMajor Estimate Revision • Nov 12Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.108 to €0.095 per share. Revenue forecast steady at €20.3b. Net income forecast to grow 56% next year vs 26% growth forecast for Oil and Gas industry in Finland. Consensus price target broadly unchanged at €20.74. Share price fell 8.3% to €12.90 over the past week.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.148 to €0.108. Revenue forecast unchanged from €20.4b at last update. Net income forecast to grow 57% next year vs 35% growth forecast for Oil and Gas industry in Finland. Consensus price target down from €21.60 to €20.84. Share price fell 9.6% to €13.27 over the past week.공고 • Oct 28+ 1 more updateNeste Announces CFO ChangesNeste has appointed a new Leadership Team as of 28 October 2024 . Eeva Sipilä has been appointed Chief Financial Officer (CFO) and she will start at Neste no later than 1 May 2025. Until then Anssi Tammilehto, Vice President, Investor Relations, will act as interim CFO. Eeva Sipilä (M.Sc. (Econ.), CEFA, born 1973) joins Neste from Metso Corporation where she has served as CFO and Deputy CEO. She has been Vice Chair of the Board of Neste since 2023 and Member of the Board since 2022. Martti Ala-Härkönen, Neste's current CFO, will leave the company and continue his career outside of Neste.Reported Earnings • Oct 24Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: €0.03 (down from €0.70 in 3Q 2023). Revenue: €5.62b (down 5.8% from 3Q 2023). Net income: €23.0m (down 96% from 3Q 2023). Profit margin: 0.4% (down from 9.0% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 76%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Oct 16Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.391 to €0.34 per share. Revenue forecast steady at €20.3b. Net income forecast to shrink 27% next year vs 19% growth forecast for Oil and Gas industry in Finland . Consensus price target broadly unchanged at €22.14. Share price was steady at €16.19 over the past week.Upcoming Dividend • Sep 24Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 01 October 2024. Payment date: 09 October 2024. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 7.3%. Within top quartile of Finnish dividend payers (6.0%). Higher than average of industry peers (6.6%).Price Target Changed • Sep 16Price target decreased by 7.8% to €22.51Down from €24.43, the current price target is an average from 20 analysts. New target price is 41% above last closing price of €16.00. Stock is down 56% over the past year. The company is forecast to post earnings per share of €0.44 for next year compared to €1.87 last year.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €16.06, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 67% over the past three years.Major Estimate Revision • Sep 11Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.825 to €0.732 per share. Revenue forecast steady at €20.7b. Net income forecast to shrink 5.7% next year vs 5.8% growth forecast for Oil and Gas industry in Finland . Consensus price target broadly unchanged at €23.96. Share price fell 16% to €16.06 over the past week.공고 • Aug 30+ 4 more updatesNeste Oyj to Report Nine Months, 2025 Results on Oct 29, 2025Neste Oyj announced that they will report nine months, 2025 results on Oct 29, 2025Reported Earnings • Jul 26Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: €0.19 loss per share (down from €0.34 profit in 2Q 2023). Revenue: €4.64b (down 13% from 2Q 2023). Net loss: €144.0m (down 156% from profit in 2Q 2023). Revenue exceeded analyst estimates by 37%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.2% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Jul 25Consensus revenue estimates increase by 12%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from €19.4b to €21.8b. EPS estimate fell from €1.15 to €1.06. Net income forecast to shrink 28% next year vs 16% growth forecast for Oil and Gas industry in Finland . Consensus price target down from €25.14 to €24.34. Share price fell 2.6% to €17.30 over the past week.공고 • Jun 14Neste Corporation Announces Resignation of Heikki Malinen as Member of the Board of DirectorsNeste Corporation announced Heikki Malinen, a member of the board of directors of the company has announced his resignation from the board of the company as of 13 June 2024. The reason for the resignation is his appointment as Neste’s President and CEO as of 2 November 2024, at the latest. After Malinen’s resignation Neste’s Board comprises nine members.공고 • Jun 08Neste Corporation Appoints Nomination BoardNeste Corporation announced that the following members have been appointed to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and President and CEO Jouko Pölönen of Ilmarinen Mutual Pension Insurance Company, as its members. Matti Kähkönen, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the AGM concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by 31 January 2025.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.92, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.43 per share.Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €21.2b to €20.8b. EPS estimate also fell from €1.75 per share to €1.51 per share. Net income forecast to grow 1.8% next year vs 2.2% growth forecast for Oil and Gas industry in Finland. Consensus price target down from €32.89 to €29.93. Share price fell 13% to €18.88 over the past week.이익 및 매출 성장 예측HLSE:NESTE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202824,0211,8031,9782,6021412/31/202724,0251,7791,7602,4031412/31/202621,4972,1701,7252,857123/31/202619,1627171,5852,446N/A12/31/202519,0161448251,747N/A9/30/202519,630-1055921,577N/A6/30/202520,720-1894041,697N/A3/31/202520,850-297-2911,237N/A12/31/202420,634-95-3981,154N/A9/30/202421,371440-675974N/A6/30/202421,720956401,447N/A3/31/202422,4291,3585111,858N/A12/31/202322,9261,4338492,279N/A9/30/202323,1841,5478922,330N/A6/30/202323,7941,1453142,376N/A3/31/202325,4821,4873132,213N/A12/31/202225,7071,888-5241,197N/A9/30/202224,1121,8301321,658N/A6/30/202221,5552,2011931,196N/A3/31/202217,5392,0344991,508N/A12/31/202115,1481,7711,0171,994N/A9/30/202111,8151,3201,1542,099N/A6/30/202110,6701,1591,4232,216N/A3/31/202110,2198869841,711N/A12/31/202010,3577121,2952,057N/A9/30/202011,2981,6409581,746N/A6/30/202012,3781,5615581,307N/A3/31/202013,8631,6958541,549N/A12/31/201914,3621,788N/A1,456N/A9/30/201913,995981N/A988N/A6/30/201913,918883N/A1,178N/A3/31/201913,606722N/A1,229N/A12/31/201813,466775N/A1,452N/A9/30/201813,410894N/A1,369N/A6/30/201812,755992N/A1,511N/A3/31/201812,2901,058N/A1,373N/A12/31/201711,732911N/A1,094N/A9/30/201710,720927N/A1,044N/A6/30/201710,525912N/A860N/A3/31/201710,173926N/A1,120N/A12/31/20169,408939N/A1,193N/A9/30/20168,966886N/A1,178N/A6/30/20168,956762N/A1,294N/A3/31/20168,632591N/A1,045N/A12/31/20159,070558N/A743N/A9/30/20159,982328N/A715N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NESTE 의 연간 예상 수익 증가율(9.8%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: NESTE 의 연간 수익(9.8%)이 Finnish 시장(13.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: NESTE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: NESTE 의 수익(연간 7%)이 Finnish 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: NESTE 의 수익(연간 7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NESTE의 자본 수익률은 3년 후 14.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 22:05종가2026/07/20 00:00수익2026/03/31연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Neste Oyj는 35명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alejandro VigilBanco SantanderNaisheng CuiBarclaysHenry TarrBerenberg32명의 분석가 더 보기
분석 기사 • May 03Results: Neste Oyj Exceeded Expectations And The Consensus Has Updated Its EstimatesNeste Oyj ( HEL:NESTE ) defied analyst predictions to release its first-quarter results, which were ahead of market...
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €19.9b to €23.0b. EPS estimate unchanged from €2.04 at last update. Oil and Gas industry in Finland expected to see average net income growth of 50% next year. Consensus price target up from €26.06 to €26.77. Share price rose 16% to €29.43 over the past week.
Major Estimate Revision • Apr 21Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.9b to €20.4b. EPS estimate increased from €1.74 to €2.02 per share. Net income forecast to grow 1,013% next year vs 43% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €26.06 to €26.66. Share price was steady at €24.95 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.4b to €19.8b. EPS estimate increased from €1.38 to €1.63 per share. Net income forecast to grow 840% next year vs 35% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €24.98 to €25.69. Share price fell 2.8% to €27.18 over the past week.
Major Estimate Revision • Mar 20Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €18.2b to €18.8b. EPS estimate increased from €1.21 to €1.38 per share. Net income forecast to grow 717% next year vs 31% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €21.53 to €24.51. Share price rose 8.4% to €29.48 over the past week.
Price Target Changed • Mar 17Price target increased by 8.5% to €23.14Up from €21.32, the current price target is an average from 19 analysts. New target price is 19% below last closing price of €28.73. Stock is up 195% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €0.19 last year.
내러티브 업데이트 • Jul 10NESTE: Renewable Fuels Expansion And Recycling Partnership Will Drive Balanced Future OutlookNeste Oyj's updated analyst price target has shifted from about €20.85 to roughly €29.53. Analysts point to the company’s position in renewable diesel and sustainable aviation fuel, regulatory support for decarbonization, and ongoing capacity expansion as key drivers behind the change.
공고 • Jun 30Technip Energies, Alterra and Neste Launch Nerea, a Standardized Modular Solution for Plastic Chemical RecyclingTechnip Energies, Alterra and Neste announced the commercial launch of Nerea™, a new type of industrial offering designed to accelerate the deployment of chemical recycling projects for plastic waste. By transitioning from bespoke engineering to a standardized product model, Nerea™ enables waste operators, project developers, refining and petrochemical players to scale circular plastic production with enhanced predictability. Nerea™ addresses this challenge by building on the collaboration agreement signed by Technip Energies, Alterra and Neste in November 2024 and bringing together Alterra’s thermochemical liquefaction technology, Neste’s chemical recycling expertise, and Technip Energies’ engineering, project delivery and modularization capabilities. Alterra’s technology has demonstrated more than five years of continuous commercial operation, processing real-world plastic waste streams. Nerea™ has a standardized, modular design that minimizes pre-investment and reduces project complexity, while providing greater certainty in terms of cost and schedule. Designed for rapid deployment across various industrial environments, the Nerea™ plant converts heterogeneous and hard-to-recycle plastic waste into high-quality feedstock for the petrochemical industry.
내러티브 업데이트 • Jun 26NESTE: AI Efficiency Push And Mixed Ratings Will Test Rich Share PriceNeste Oyj's updated analyst price target rises to an implied fair value of €17.64 from €14.38. This reflects analyst models that now assume modestly higher revenue growth, slightly stronger profit margins and a lower future P/E multiple, following a series of recent target increases and rating changes across major banks.
실시간 뉴스 • Jun 25Neste Taps HCLTech for AI-Led Efficiency Program to Advance Renewables GrowthNeste Oyj has selected HCLTech as a long-term strategic partner to drive an AI-led efficiency transformation, as part of a company-wide performance improvement program focused on strengthening operations and supporting growth in renewables. Under the partnership, HCLTech will consolidate Neste’s IT services, aim to improve efficiency and build a more agile, scalable technology setup aligned with the company’s sustainable aviation fuel and renewable diesel businesses. Neste’s share price is around €26.33, with the stock up 32.2% year to date, while the latest announcement reflects ongoing efforts to tighten execution and support the renewables-focused business model. This agreement points to a focus on cost discipline and operational reliability at Neste, which can be important for margins and execution risk as the company commits more capital and management attention to renewable fuels.
공고 • Jun 12Neste Corporation Announces Board ChangesThe following members have been appointed to the Shareholders' Nomination Board of Neste Corporation: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister s Office of Finland, as the Chair, and EVP, Investments Annika Ekman of Ilmarinen Mutual Pension Insurance Company and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste s Board of Directors by 31 January 2027.
분석 기사 • May 03Results: Neste Oyj Exceeded Expectations And The Consensus Has Updated Its EstimatesNeste Oyj ( HEL:NESTE ) defied analyst predictions to release its first-quarter results, which were ahead of market...
New Risk • Apr 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 46% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Share price has been volatile over the past 3 months (7.3% average weekly change).
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 32% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €19.9b to €23.0b. EPS estimate unchanged from €2.04 at last update. Oil and Gas industry in Finland expected to see average net income growth of 50% next year. Consensus price target up from €26.06 to €26.77. Share price rose 16% to €29.43 over the past week.
Major Estimate Revision • Apr 21Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.9b to €20.4b. EPS estimate increased from €1.74 to €2.02 per share. Net income forecast to grow 1,013% next year vs 43% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €26.06 to €26.66. Share price was steady at €24.95 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €19.4b to €19.8b. EPS estimate increased from €1.38 to €1.63 per share. Net income forecast to grow 840% next year vs 35% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €24.98 to €25.69. Share price fell 2.8% to €27.18 over the past week.
공고 • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.
Buy Or Sell Opportunity • Mar 23Now 25% undervaluedOver the last 90 days, the stock has risen 45% to €27.47. The fair value is estimated to be €36.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Major Estimate Revision • Mar 20Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €18.2b to €18.8b. EPS estimate increased from €1.21 to €1.38 per share. Net income forecast to grow 717% next year vs 31% growth forecast for Oil and Gas industry in Finland. Consensus price target up from €21.53 to €24.51. Share price rose 8.4% to €29.48 over the past week.
Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 07 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of Finnish dividend payers (5.3%). Lower than average of industry peers (4.3%).
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Price Target Changed • Mar 17Price target increased by 8.5% to €23.14Up from €21.32, the current price target is an average from 19 analysts. New target price is 19% below last closing price of €28.73. Stock is up 195% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €0.19 last year.
새로운 내러티브 • Mar 07Slower Renewable Mandates And Costly Refinery Delays Will Pressure Long Term OutlookCatalysts About Neste Oyj Neste Oyj produces renewable fuels and oil products for transport and aviation customers. What are the underlying business or industry changes driving this perspective?
공고 • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.
새로운 내러티브 • Feb 21Renewable Fuel Mandates And Capacity Expansion Will Support A Stable Long Term OutlookCatalysts About Neste Oyj Neste Oyj is an energy company focused on renewable fuels and oil products, including renewable diesel and sustainable aviation fuel. What are the underlying business or industry changes driving this perspective?
분석 기사 • Feb 09Earnings Miss: Neste Oyj Missed EPS By 37% And Analysts Are Revising Their ForecastsThe full-year results for Neste Oyj ( HEL:NESTE ) were released last week, making it a good time to revisit its...
Declared Dividend • Feb 08Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 107%. Cash payout ratio: 19%.
공고 • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.
새로운 내러티브 • Feb 07Renewable Fuel Mandates And SAF Momentum Will Support A Stronger Long Term OutlookCatalysts About Neste Oyj Neste Oyj produces renewable fuels and oil products, with a focus on renewable diesel and sustainable aviation fuel, supported by refining and marketing activities. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Feb 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €0.19 (up from €0.12 loss in FY 2024). Revenue: €19.0b (down 7.8% from FY 2024). Net income: €144.0m (up €239.0m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공고 • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).
분석 기사 • Jan 08Returns On Capital Signal Tricky Times Ahead For Neste Oyj (HEL:NESTE)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
분석 기사 • Dec 03Take Care Before Diving Into The Deep End On Neste Oyj (HEL:NESTE)You may think that with a price-to-sales (or "P/S") ratio of 0.7x Neste Oyj ( HEL:NESTE ) is a stock worth checking...
New Risk • Oct 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x 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. This is currently the only risk that has been identified for the company.
공고 • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.
분석 기사 • Oct 28A Look At The Fair Value Of Neste Oyj (HEL:NESTE)Key Insights Using the 2 Stage Free Cash Flow to Equity, Neste Oyj fair value estimate is €20.34 With €18.40 share...
분석 기사 • Aug 27Here's Why Neste Oyj (HEL:NESTE) Can Afford Some DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공고 • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.
Price Target Changed • Jul 25Price target increased by 10.0% to €14.30Up from €13.00, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of €14.54. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.34 next year compared to a net loss per share of €0.12 last year.
Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: €0.05 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €4.51b (down 2.8% from 2Q 2024). Net loss: €36.0m (loss narrowed 75% from 2Q 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Jun 24Now 21% undervaluedOver the last 90 days, the stock has risen 32% to €11.45. The fair value is estimated to be €14.47, 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 3 years. Meanwhile, the company became loss making.
공고 • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.
Buy Or Sell Opportunity • May 14Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to €9.60. The fair value is estimated to be €12.28, 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 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: €0.052 loss per share (down from €0.21 profit in 1Q 2024). Revenue: €5.02b (up 4.5% from 1Q 2024). Net loss: €40.0m (down 125% from profit in 1Q 2024). Revenue missed analyst estimates by 60%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
공고 • Mar 26Neste Oyj Elects Members of Its Two CommitteesNeste Oyj convening after the Annual General Meeting on March 25, 2025, announced that the Board of Directors elected the members of its two Committees. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee. Essimari Kairisto was elected as Chair and John Abbott, Anna Hyvönen and Just Jansz as members of the Audit Committee.
공고 • Mar 25Neste Corporation Approves Dividend for the Year 2024, Payable on 3 April 2025Neste Corporation announced that at its AGM held on 25 March 2025, approved the board of directors' proposal that a dividend of EUR 0.20 per share will be paid on the basis of the approved balance sheet for 2024. The dividend will be paid to shareholders registered in the shareholders' register of the company maintained by Euroclear Finland Oy on the record date of the dividend payment, which shall be 27 March 2025. The dividend will be paid on 3 April 2025.
Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 03 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Finnish dividend payers (5.9%). Lower than average of industry peers (6.6%).
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.3x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change).
공고 • Feb 14Neste Oyj, Annual General Meeting, Mar 25, 2025Neste Oyj, Annual General Meeting, Mar 25, 2025, at 10:30 FLE Standard Time. Location: in the conference centre of helsinki expo and, convention centre, entrance at rautatielaisenkatu 3, 00520 helsinki Finland
Board Change • Feb 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. Independent Director Nick Elmslie was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공고 • Feb 13+ 1 more updateNeste Oyj Announces Resignation of Eeva Sipilä as Member of the Board of Directors and the Chair of the Audit CommitteeNeste Oyj announced that Eeva Sipilä, a member of the Board of Directors and the Chair of the Audit Committee of Neste Corporation, has announced her resignation from the Board of the company as of today. The reason for the resignation is her appointment as Neste's Chief Financial Officer as of 1 May 2025, at the latest. The stock exchange release on the appointment was published on 28 October 2024. After Sipilä's resignation Neste's Board comprises eight members. The Chair of the Board Matti Kähkönen performs the duties of the Chair of the Audit Committee until the new Board to be elected at the Annual General Meeting on 25 March 2025 has organized itself.
새로운 내러티브 • Nov 12What is the fair value of NesteGlobal oil demand is expected to plateau or decline slightly (-)Increased adaption of electric vehiclesImprovements in energy efficiency
Major Estimate Revision • Nov 12Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.108 to €0.095 per share. Revenue forecast steady at €20.3b. Net income forecast to grow 56% next year vs 26% growth forecast for Oil and Gas industry in Finland. Consensus price target broadly unchanged at €20.74. Share price fell 8.3% to €12.90 over the past week.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.148 to €0.108. Revenue forecast unchanged from €20.4b at last update. Net income forecast to grow 57% next year vs 35% growth forecast for Oil and Gas industry in Finland. Consensus price target down from €21.60 to €20.84. Share price fell 9.6% to €13.27 over the past week.
공고 • Oct 28+ 1 more updateNeste Announces CFO ChangesNeste has appointed a new Leadership Team as of 28 October 2024 . Eeva Sipilä has been appointed Chief Financial Officer (CFO) and she will start at Neste no later than 1 May 2025. Until then Anssi Tammilehto, Vice President, Investor Relations, will act as interim CFO. Eeva Sipilä (M.Sc. (Econ.), CEFA, born 1973) joins Neste from Metso Corporation where she has served as CFO and Deputy CEO. She has been Vice Chair of the Board of Neste since 2023 and Member of the Board since 2022. Martti Ala-Härkönen, Neste's current CFO, will leave the company and continue his career outside of Neste.
Reported Earnings • Oct 24Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: €0.03 (down from €0.70 in 3Q 2023). Revenue: €5.62b (down 5.8% from 3Q 2023). Net income: €23.0m (down 96% from 3Q 2023). Profit margin: 0.4% (down from 9.0% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 76%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Oct 16Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.391 to €0.34 per share. Revenue forecast steady at €20.3b. Net income forecast to shrink 27% next year vs 19% growth forecast for Oil and Gas industry in Finland . Consensus price target broadly unchanged at €22.14. Share price was steady at €16.19 over the past week.
Upcoming Dividend • Sep 24Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 01 October 2024. Payment date: 09 October 2024. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 7.3%. Within top quartile of Finnish dividend payers (6.0%). Higher than average of industry peers (6.6%).
Price Target Changed • Sep 16Price target decreased by 7.8% to €22.51Down from €24.43, the current price target is an average from 20 analysts. New target price is 41% above last closing price of €16.00. Stock is down 56% over the past year. The company is forecast to post earnings per share of €0.44 for next year compared to €1.87 last year.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €16.06, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 67% over the past three years.
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.825 to €0.732 per share. Revenue forecast steady at €20.7b. Net income forecast to shrink 5.7% next year vs 5.8% growth forecast for Oil and Gas industry in Finland . Consensus price target broadly unchanged at €23.96. Share price fell 16% to €16.06 over the past week.
공고 • Aug 30+ 4 more updatesNeste Oyj to Report Nine Months, 2025 Results on Oct 29, 2025Neste Oyj announced that they will report nine months, 2025 results on Oct 29, 2025
Reported Earnings • Jul 26Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: €0.19 loss per share (down from €0.34 profit in 2Q 2023). Revenue: €4.64b (down 13% from 2Q 2023). Net loss: €144.0m (down 156% from profit in 2Q 2023). Revenue exceeded analyst estimates by 37%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.2% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Jul 25Consensus revenue estimates increase by 12%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from €19.4b to €21.8b. EPS estimate fell from €1.15 to €1.06. Net income forecast to shrink 28% next year vs 16% growth forecast for Oil and Gas industry in Finland . Consensus price target down from €25.14 to €24.34. Share price fell 2.6% to €17.30 over the past week.
공고 • Jun 14Neste Corporation Announces Resignation of Heikki Malinen as Member of the Board of DirectorsNeste Corporation announced Heikki Malinen, a member of the board of directors of the company has announced his resignation from the board of the company as of 13 June 2024. The reason for the resignation is his appointment as Neste’s President and CEO as of 2 November 2024, at the latest. After Malinen’s resignation Neste’s Board comprises nine members.
공고 • Jun 08Neste Corporation Appoints Nomination BoardNeste Corporation announced that the following members have been appointed to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and President and CEO Jouko Pölönen of Ilmarinen Mutual Pension Insurance Company, as its members. Matti Kähkönen, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the AGM concerning Board members as well as the remuneration and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by 31 January 2025.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.92, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.43 per share.
Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €21.2b to €20.8b. EPS estimate also fell from €1.75 per share to €1.51 per share. Net income forecast to grow 1.8% next year vs 2.2% growth forecast for Oil and Gas industry in Finland. Consensus price target down from €32.89 to €29.93. Share price fell 13% to €18.88 over the past week.
