Declared Dividend • May 03
Dividend reduced to €0.90 Dividend of €0.90 is 10.0% lower than last year. Ex-date: 23rd June 2026 Payment date: 25th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • May 02
Groupe Guillin S.A. announces Annual dividend, payable on June 25, 2026 Groupe Guillin S.A. announced Annual dividend of EUR 0.9000 per share payable on June 25, 2026, ex-date on June 23, 2026 and record date on June 24, 2026. 공시 • Apr 26
Groupe Guillin S.A., Annual General Meeting, Jun 18, 2026 Groupe Guillin S.A., Annual General Meeting, Jun 18, 2026. Location: maison a trocadero 112 avenue kleber, paris France Reported Earnings • Apr 26
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: €2.61 (down from €3.23 in FY 2024). Revenue: €886.0m (up 1.7% from FY 2024). Net income: €48.3m (down 19% from FY 2024). Profit margin: 5.5% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €24.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 53% over the past three years. Reported Earnings • Oct 28
First half 2025 earnings released: EPS: €1.18 (vs €1.73 in 1H 2024) First half 2025 results: EPS: €1.18 (down from €1.73 in 1H 2024). Revenue: €440.9m (up 2.5% from 1H 2024). Net income: €21.8m (down 32% from 1H 2024). Profit margin: 4.9% (down from 7.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jun 17
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 24 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (3.4%). New Risk • Jun 10
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.1% 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 0.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Apr 28
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: €3.23 (down from €4.08 in FY 2023). Revenue: €870.7m (down 1.7% from FY 2023). Net income: €59.7m (down 21% from FY 2023). Profit margin: 6.9% (down from 8.5% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to stay flat during the next 2 years compared to a 3.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year. 공시 • Apr 27
Groupe Guillin S.A., Annual General Meeting, Jun 13, 2025 Groupe Guillin S.A., Annual General Meeting, Jun 13, 2025. Location: chateauform du cnit, 2 place de la defense, paris la defense France 공시 • Feb 27
Groupe Guillin S.A. (ENXTPA:ALGIL) acquired Pozzoni 1969 Di Enrico Pozzoni e C. S.A.S. Groupe Guillin S.A. (ENXTPA:ALGIL) acquired Pozzoni 1969 Di Enrico Pozzoni e C. S.A.S. on February 26, 2025. Vanessa Carnino and Alberto Rodi of Alteregal acted as legal advisor to Groupe Guillin S.A. The notarial aspects were handled by the Ricci and Radaelli notaries associated firm with the notary Giovanni Ricci.
Groupe Guillin S.A. (ENXTPA:ALGIL) completed the acquisition of Pozzoni 1969 Di Enrico Pozzoni e C. S.A.S. on February 26, 2025. Reported Earnings • Oct 29
First half 2024 earnings released: EPS: €1.73 (vs €2.04 in 1H 2023) First half 2024 results: EPS: €1.73 (down from €2.04 in 1H 2023). Revenue: €430.3m (down 4.5% from 1H 2023). Net income: €31.9m (down 16% from 1H 2023). Profit margin: 7.4% (down from 8.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. New Risk • Oct 26
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% 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 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Upcoming Dividend • Jun 18
Upcoming dividend of €1.10 per share Eligible shareholders must have bought the stock before 25 June 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.6%). Higher than average of industry peers (3.5%). Declared Dividend • May 01
Dividend increased to €1.10 Dividend of €1.10 is 38% higher than last year. Ex-date: 25th June 2024 Payment date: 27th June 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.9%. Sustainability & Growth The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Major Estimate Revision • Oct 26
Consensus EPS estimates increase by 10% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €3.23 to €3.56. Revenue forecast steady at €911.5m. Net income forecast to shrink 1.5% next year vs 2.1% decline forecast for Packaging industry in France. Consensus price target broadly unchanged at €32.67. Share price rose 5.6% to €26.40 over the past week. Reported Earnings • Oct 22
First half 2023 earnings released: EPS: €2.04 (vs €1.26 in 1H 2022) First half 2023 results: EPS: €2.04 (up from €1.26 in 1H 2022). Revenue: €450.6m (up 3.2% from 1H 2022). Net income: €37.8m (up 62% from 1H 2022). Profit margin: 8.4% (up from 5.3% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Upcoming Dividend • Jun 20
Upcoming dividend of €0.80 per share at 2.9% yield Eligible shareholders must have bought the stock before 27 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (3.4%). Price Target Changed • Apr 28
Price target increased by 8.4% to €24.65 Up from €22.75, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €25.60. Stock is up 19% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.14 last year. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Price Target Changed • Oct 25
Price target decreased to €22.73 Down from €25.80, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €18.72. Stock is down 30% over the past year. The company is forecast to post earnings per share of €2.53 for next year compared to €3.14 last year. Reported Earnings • Oct 24
First half 2022 earnings released: EPS: €1.26 (vs €1.68 in 1H 2021) First half 2022 results: EPS: €1.26 (down from €1.68 in 1H 2021). Revenue: €436.5m (up 27% from 1H 2021). Net income: €23.3m (down 25% from 1H 2021). Profit margin: 5.3% (down from 9.0% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 21
Upcoming dividend of €0.75 per share Eligible shareholders must have bought the stock before 28 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.5%). Price Target Changed • May 02
Price target decreased to €26.20 Down from €28.30, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €23.25. Stock is down 9.0% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €3.36 last year. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 24
First half 2021 earnings released: EPS €1.68 (vs €1.41 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €344.7m (up 13% from 1H 2020). Net income: €31.0m (up 19% from 1H 2020). Profit margin: 9.0% (up from 8.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year. Upcoming Dividend • Jun 15
Upcoming dividend of €0.90 per share Eligible shareholders must have bought the stock before 22 June 2021. Payment date: 24 June 2021. Trailing yield: 1.2%. Lower than top quartile of French dividend payers (3.7%). Lower than average of industry peers (2.5%). Price Target Changed • Apr 29
Price target increased to €28.50 Up from €26.35, the current price target is an average from 2 analysts. New target price is 13% above last closing price of €25.25. Stock is up 54% over the past year. Is New 90 Day High Low • Mar 01
New 90-day low: €22.80 The company is down 5.0% from its price of €24.00 on 01 December 2020. The French market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.04 per share. Is New 90 Day High Low • Jan 05
New 90-day high: €25.90 The company is up 25% from its price of €20.75 on 07 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.25 per share. Is New 90 Day High Low • Dec 16
New 90-day high: €25.40 The company is up 20% from its price of €21.15 on 16 September 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.87 per share. Is New 90 Day High Low • Nov 24
New 90-day high: €23.20 The company is up 15% from its price of €20.10 on 25 August 2020. The French market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.59 per share. Major Estimate Revision • Oct 27
Analysts increase EPS estimates to €2.41 The 2020 consensus revenue estimate increased from €612.5m to €620.6m. The earnings per share estimate also received an upgrade from €1.72 to €2.41 for the same period. Net income is expected to shrink by 2.2% next year compared to 8.0% growth forecast for the Packaging industry in France . The consensus price target increased from €21.45 to €24.15. Share price is up 1.4% to €21.60 over the past week. Is New 90 Day High Low • Oct 24
New 90-day high: €22.55 The company is up 5.0% from its price of €21.50 on 24 July 2020. The French market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.80 per share. Is New 90 Day High Low • Sep 29
New 90-day low: €19.04 The company is down 8.0% from its price of €20.60 on 01 July 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.89 per share.