View ValuationSemperit Holding 향후 성장Future 기준 점검 4/6Semperit Holding은 연간 수입과 매출이 각각 28.5%와 8.2% 증가할 것으로 예상되고 EPS는 연간 26.4%만큼 증가할 것으로 예상됩니다.핵심 정보28.5%이익 성장률26.36%EPS 성장률Machinery 이익 성장13.1%매출 성장률8.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트15 May 2024최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Dec 09Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 27, 2026Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 27, 2026.공시 • Aug 01+ 1 more updateSemperit Aktiengesellschaft Holding to Report Q3, 2026 Results on Nov 12, 2026Semperit Aktiengesellschaft Holding announced that they will report Q3, 2026 results on Nov 12, 2026공시 • Jul 31+ 1 more updateSemperit Aktiengesellschaft Holding to Report First Half, 2026 Results on Aug 13, 2026Semperit Aktiengesellschaft Holding announced that they will report first half, 2026 results on Aug 13, 2026공시 • Jan 27Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 23, 2025Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 23, 2025.공시 • Aug 30+ 3 more updatesSemperit Aktiengesellschaft Holding to Report First Half, 2025 Results on Aug 13, 2025Semperit Aktiengesellschaft Holding announced that they will report first half, 2025 results on Aug 13, 2025공시 • Oct 06+ 4 more updatesSemperit Aktiengesellschaft Holding to Report Q1, 2024 Results on May 15, 2024Semperit Aktiengesellschaft Holding announced that they will report Q1, 2024 results on May 15, 2024공시 • Sep 01HARPS GLOBAL PTE. LTD. completed the Aquisition of Medical business from Semperit Aktiengesellschaft Holding (WBAG:SEM) for €115 million.HARPS GLOBAL PTE. LTD. agreed to acquire Medical business from Semperit Aktiengesellschaft Holding (WBAG:SEM) for €115 million on December 16, 2022. The sales price of €115 million is subject to customary price adjustment mechanisms upon completion of the transactions. The execution of the transaction is subject to the approval of the competent authorities, regulatory authorities and is expected for the second quarter of 2023. Schoenherr advised Harps Global on the deal. The Schoenherr team advising on all Austrian and Hungarian aspects of the transaction was led by both Christian Herbst (partner) and Maximilian Lang (partner). It also included Volker Weiss (partner), Kinga Hetényi (partner), Constantin Benes (partner) as well as Teresa Waidmann (counsel), Zurab Simonishvili (attorney at law), Evelin Hlina (counsel), Iliyana Sirakova (counsel), Nina Zafoschnig (attorney at law). Credit Suisse (Singapore) Ltd acted as the exclusive financial advisor to Harps Global Pte. Limited. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Semperit Aktiengesellschaft Holding in the transaction. Sharon Lau and Farhana Sharmeen of acted as legal advisors to Harps Global PTE. Ltd.HARPS GLOBAL PTE. LTD. completed the Aquisition of Medical business from Semperit Aktiengesellschaft Holding (WBAG:SEM) on August 31, 2023. All regulatory approvals received.공시 • Aug 01Semperit Aktiengesellschaft Holding (WBAG:SEM) completed the acquisition of Rico Group GmbH.Semperit Aktiengesellschaft Holding (WBAG:SEM) agreed to acquire Rico Group GmbH on April 17, 2023. The revenue of Rico Group was €90 million. Closing of the transaction is expected in the third quarter 2023. MP Corporate Finance GmbH acted as financial advisor in the transaction. Ernst & Young Steuerberatungs- und Wirtschaftsprüfungsgesellschaft m.b.H. acted as financial and tax due diligence provider to Semperit Aktiengesellschaft Holding (WBAG:SEM).BINDER GRÖSSWANG Rechtsanwälte GmbH acted as legal advisor to Semperit Aktiengesellschaft Holding (WBAG:SEM). MP Corporate Finance GmbH acted as financial advisor to Semperit Aktiengesellschaft Holding (WBAG:SEM). The deal is expected to close on July 31.As on June 20, 2023 Rico Group GmbH boards Approved the merger.Semperit Aktiengesellschaft Holding (WBAG:SEM) completed the acquisition of Rico Group GmbH on July 31, 2023. All approvals were obtained.공시 • Jun 22Semperit AG Holding Appoints Gerfried Eder as A Member of the Executive Board (Chief Industrial Officer) Starting 1 July 2023Semperit AG Holding announced that at it's Supervisory Board meeting, Gerfried Eder was appointed as a member of the Executive Board (Chief Industrial Officer) starting 1 July 2023. Gerfried Eder was previously Managing Director & Director Sales of the Semperflex segment (hydraulic and industrial hoses) and was responsible for more than 30% of group revenue in 2022. He has been with Semperit since 2000, has held various management positions within the Semperit Group and will assume responsibility for the Industrial Applications division. Gerfried Eder and his team have developed hose manufacturing into the most important production branch in terms of revenue and profitability in recent years. The Supervisory Board also approved the premature termination of COO Kristian Brok’s Executive Board contract with great regret: Kristian Brok will leave the company at his own request on 30 June 2023, to pursue a new professional challenge. Brok had been a member of the Executive Board since January 2020.Reported Earnings • Nov 19Third quarter 2022 earnings released: €3.37 loss per share (vs €2.43 profit in 3Q 2021)Third quarter 2022 results: €3.37 loss per share (down from €2.43 profit in 3Q 2021). Revenue: €259.6m (down 2.6% from 3Q 2021). Net loss: €69.3m (down 238% from profit in 3Q 2021). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Machinery industry in the United Kingdom are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Sep 02+ 2 more updatesSemperit Aktiengesellschaft Holding to Report Nine Months, 2023 Results on Nov 08, 2023Semperit Aktiengesellschaft Holding announced that they will report nine months, 2023 results on Nov 08, 2023Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS €2.43 (vs €1.65 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €266.7m (up 12% from 3Q 2020). Net income: €50.1m (up 47% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 29 April 2021. Payment date: 03 May 2021. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.9%).Reported Earnings • Mar 20Full year 2020 earnings released: EPS €9.06 (vs €2.50 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €931.1m (up 10% from FY 2019). Net income: €186.4m (up €237.8m from FY 2019). Profit margin: 20% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 23% share price gain to €32.45, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 25x in the Machinery industry in the United Kingdom. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.81 per share.Is New 90 Day High Low • Jan 07New 90-day high: €25.80The company is up 18% from its price of €21.80 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.60 per share.Is New 90 Day High Low • Dec 03New 90-day high: €24.60The company is up 44% from its price of €17.14 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery 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 €24.14 per share.이익 및 매출 성장 예측BATS-CHIXE:SEMv - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2026903461642112/31/202585334831212/31/202479123-271813/31/202472321468N/A12/31/2023724251166N/A9/30/2023728241768N/A6/30/202375330-246N/A3/31/202377740-250N/A12/31/202278338-846N/A9/30/2022271-1901169N/A6/30/2022338-14368126N/A3/31/2022463-75182237N/A12/31/20216053241289N/A9/30/20211,201278282323N/A6/30/20211,173262292326N/A3/31/20211,055275203233N/A12/31/2020931186166193N/A9/30/202084911993117N/A6/30/2020826446284N/A3/31/2020830-566386N/A12/31/2019843-515890N/A9/30/2019863-483079N/A6/30/2019869-141171N/A3/31/2019873-81-2152N/A12/31/2018881-85-7110N/A9/30/2018877-106-4235N/A6/30/2018865-115-5525N/A3/31/2018869-91-5126N/A12/31/2017878-26N/A64N/A9/30/2017879-27N/A49N/A6/30/2017880-5N/A56N/A3/31/201786744N/A68N/A12/31/2016857-9N/A34N/A9/30/201687530N/A67N/A6/30/201690839N/A66N/A3/31/201692344N/A63N/A12/31/201592146N/A60N/A9/30/201590141N/A33N/A6/30/201587138N/A42N/A3/31/201584741N/A47N/A12/31/201486238N/A71N/A9/30/201487948N/A99N/A6/30/201490052N/A123N/A3/31/201492552N/A130N/A12/31/201390755N/A137N/A9/30/201389955N/A137N/A6/30/201387250N/A113N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SEMv 의 연간 예상 수익 증가율(28.5%)이 saving rate(1.8%)보다 높습니다.수익 vs 시장: SEMv 의 연간 수익(28.5%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SEMv 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: SEMv 의 수익(연간 8.2%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SEMv 의 수익(연간 8.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SEMv의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/06/14 07:48종가2024/03/18 00:00수익2024/03/31연간 수익2023/12/31데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Semperit Aktiengesellschaft Holding는 13명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Volker BosseBaader Helvea Equity ResearchRoland RapeliusBerenbergMatthias PfeifenbergerDeutsche Bank10명의 분석가 더 보기
공시 • Dec 09Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 27, 2026Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 27, 2026.
공시 • Aug 01+ 1 more updateSemperit Aktiengesellschaft Holding to Report Q3, 2026 Results on Nov 12, 2026Semperit Aktiengesellschaft Holding announced that they will report Q3, 2026 results on Nov 12, 2026
공시 • Jul 31+ 1 more updateSemperit Aktiengesellschaft Holding to Report First Half, 2026 Results on Aug 13, 2026Semperit Aktiengesellschaft Holding announced that they will report first half, 2026 results on Aug 13, 2026
공시 • Jan 27Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 23, 2025Semperit Aktiengesellschaft Holding, Annual General Meeting, Apr 23, 2025.
공시 • Aug 30+ 3 more updatesSemperit Aktiengesellschaft Holding to Report First Half, 2025 Results on Aug 13, 2025Semperit Aktiengesellschaft Holding announced that they will report first half, 2025 results on Aug 13, 2025
공시 • Oct 06+ 4 more updatesSemperit Aktiengesellschaft Holding to Report Q1, 2024 Results on May 15, 2024Semperit Aktiengesellschaft Holding announced that they will report Q1, 2024 results on May 15, 2024
공시 • Sep 01HARPS GLOBAL PTE. LTD. completed the Aquisition of Medical business from Semperit Aktiengesellschaft Holding (WBAG:SEM) for €115 million.HARPS GLOBAL PTE. LTD. agreed to acquire Medical business from Semperit Aktiengesellschaft Holding (WBAG:SEM) for €115 million on December 16, 2022. The sales price of €115 million is subject to customary price adjustment mechanisms upon completion of the transactions. The execution of the transaction is subject to the approval of the competent authorities, regulatory authorities and is expected for the second quarter of 2023. Schoenherr advised Harps Global on the deal. The Schoenherr team advising on all Austrian and Hungarian aspects of the transaction was led by both Christian Herbst (partner) and Maximilian Lang (partner). It also included Volker Weiss (partner), Kinga Hetényi (partner), Constantin Benes (partner) as well as Teresa Waidmann (counsel), Zurab Simonishvili (attorney at law), Evelin Hlina (counsel), Iliyana Sirakova (counsel), Nina Zafoschnig (attorney at law). Credit Suisse (Singapore) Ltd acted as the exclusive financial advisor to Harps Global Pte. Limited. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Semperit Aktiengesellschaft Holding in the transaction. Sharon Lau and Farhana Sharmeen of acted as legal advisors to Harps Global PTE. Ltd.HARPS GLOBAL PTE. LTD. completed the Aquisition of Medical business from Semperit Aktiengesellschaft Holding (WBAG:SEM) on August 31, 2023. All regulatory approvals received.
공시 • Aug 01Semperit Aktiengesellschaft Holding (WBAG:SEM) completed the acquisition of Rico Group GmbH.Semperit Aktiengesellschaft Holding (WBAG:SEM) agreed to acquire Rico Group GmbH on April 17, 2023. The revenue of Rico Group was €90 million. Closing of the transaction is expected in the third quarter 2023. MP Corporate Finance GmbH acted as financial advisor in the transaction. Ernst & Young Steuerberatungs- und Wirtschaftsprüfungsgesellschaft m.b.H. acted as financial and tax due diligence provider to Semperit Aktiengesellschaft Holding (WBAG:SEM).BINDER GRÖSSWANG Rechtsanwälte GmbH acted as legal advisor to Semperit Aktiengesellschaft Holding (WBAG:SEM). MP Corporate Finance GmbH acted as financial advisor to Semperit Aktiengesellschaft Holding (WBAG:SEM). The deal is expected to close on July 31.As on June 20, 2023 Rico Group GmbH boards Approved the merger.Semperit Aktiengesellschaft Holding (WBAG:SEM) completed the acquisition of Rico Group GmbH on July 31, 2023. All approvals were obtained.
공시 • Jun 22Semperit AG Holding Appoints Gerfried Eder as A Member of the Executive Board (Chief Industrial Officer) Starting 1 July 2023Semperit AG Holding announced that at it's Supervisory Board meeting, Gerfried Eder was appointed as a member of the Executive Board (Chief Industrial Officer) starting 1 July 2023. Gerfried Eder was previously Managing Director & Director Sales of the Semperflex segment (hydraulic and industrial hoses) and was responsible for more than 30% of group revenue in 2022. He has been with Semperit since 2000, has held various management positions within the Semperit Group and will assume responsibility for the Industrial Applications division. Gerfried Eder and his team have developed hose manufacturing into the most important production branch in terms of revenue and profitability in recent years. The Supervisory Board also approved the premature termination of COO Kristian Brok’s Executive Board contract with great regret: Kristian Brok will leave the company at his own request on 30 June 2023, to pursue a new professional challenge. Brok had been a member of the Executive Board since January 2020.
Reported Earnings • Nov 19Third quarter 2022 earnings released: €3.37 loss per share (vs €2.43 profit in 3Q 2021)Third quarter 2022 results: €3.37 loss per share (down from €2.43 profit in 3Q 2021). Revenue: €259.6m (down 2.6% from 3Q 2021). Net loss: €69.3m (down 238% from profit in 3Q 2021). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Machinery industry in the United Kingdom are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Sep 02+ 2 more updatesSemperit Aktiengesellschaft Holding to Report Nine Months, 2023 Results on Nov 08, 2023Semperit Aktiengesellschaft Holding announced that they will report nine months, 2023 results on Nov 08, 2023
Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS €2.43 (vs €1.65 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €266.7m (up 12% from 3Q 2020). Net income: €50.1m (up 47% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 29 April 2021. Payment date: 03 May 2021. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.9%).
Reported Earnings • Mar 20Full year 2020 earnings released: EPS €9.06 (vs €2.50 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €931.1m (up 10% from FY 2019). Net income: €186.4m (up €237.8m from FY 2019). Profit margin: 20% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 23% share price gain to €32.45, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 25x in the Machinery industry in the United Kingdom. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.81 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €25.80The company is up 18% from its price of €21.80 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.60 per share.
Is New 90 Day High Low • Dec 03New 90-day high: €24.60The company is up 44% from its price of €17.14 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery 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 €24.14 per share.