Reported Earnings • Aug 02
First half 2026 earnings released: EPS: €1.27 (vs €1.21 in 1H 2025) First half 2026 results: EPS: €1.27 (up from €1.21 in 1H 2025). Revenue: €611.5m (flat on 1H 2025). Net income: €30.8m (up 5.1% from 1H 2025). Profit margin: 5.0% (up from 4.8% in 1H 2025). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electrical industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Jun 30
Upcoming dividend of €0.90 per share Eligible shareholders must have bought the stock before 07 July 2026. Payment date: 09 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (1.1%). Declared Dividend • May 20
Dividend of €0.90 announced Dividend of €0.90 is the same as last year. Ex-date: 7th July 2026 Payment date: 9th July 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (155% earnings payout ratio). However, it is covered by cash flows (50% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 72% to bring the payout ratio under control. EPS is expected to grow by 182% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Florence Lambert was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공고 • Apr 07
Mersen S.A., Annual General Meeting, May 12, 2026 Mersen S.A., Annual General Meeting, May 12, 2026. Location: 112 avenue kleber, paris France 공고 • Mar 20
Mersen S.A. announces Annual dividend, payable on July 09, 2026 Mersen S.A. announced Annual dividend of EUR 0.9000 per share payable on July 09, 2026, ex-date on July 07, 2026 and record date on July 08, 2026. 공고 • Apr 08
Mersen S.A. announces Annual dividend, payable on July 09, 2025 Mersen S.A. announced Annual dividend of EUR 0.9000 per share payable on July 09, 2025, ex-date on July 07, 2025 and record date on July 08, 2025. 공고 • Mar 14
Mersen S.A., Annual General Meeting, May 16, 2025 Mersen S.A., Annual General Meeting, May 16, 2025. 공고 • Oct 23
Mersen S.A. to Report Fiscal Year 2024 Results on Jan 29, 2025 Mersen S.A. announced that they will report fiscal year 2024 results After-Market on Jan 29, 2025 공고 • Feb 06
Mersen S.A., Annual General Meeting, May 16, 2024 Mersen S.A., Annual General Meeting, May 16, 2024, at 10:00 Central European Standard Time. Location: Trinity Tower Auditorium 1 Place de la Défense, 92400 Courbevoie, France Courbevoie France 공고 • Nov 09
Mersen S.A. to Report First Half, 2024 Results on Jul 30, 2024 Mersen S.A. announced that they will report first half, 2024 results on Jul 30, 2024 공고 • Sep 08
Mersen S.A. to Report Fiscal Year 2023 Results on Mar 13, 2024 Mersen S.A. announced that they will report fiscal year 2023 results Pre-Market on Mar 13, 2024 Upcoming Dividend • Jun 29
Upcoming dividend of €1.25 per share at 3.1% yield Eligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.2%). Board Change • Mar 18
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Feb 10
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Jan 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 18
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Aug 23
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 13
Full year 2020 earnings released The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €847.2m (down 11% from FY 2019). Net loss: €12.0m (down 121% from profit in FY 2019). Analyst Estimate Surprise Post Earnings • Mar 13
Revenue beats expectations Revenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 4.6%, compared to a 279% growth forecast for the Electrical industry in the United Kingdom. Is New 90 Day High Low • Feb 22
New 90-day high: €29.45 The company is up 15% from its price of €25.50 on 24 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.52 per share. Is New 90 Day High Low • Jan 18
New 90-day high: €25.70 The company is up 1.0% from its price of €25.50 on 20 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 58% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.89 per share.