View ValuationAzelis Group 향후 성장Future 기준 점검 2/6Azelis Group (는) 각각 연간 14.9% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.8% 로 예상됩니다.핵심 정보14.9%이익 성장률14.47%EPS 성장률Trade Distributors 이익 성장12.9%매출 성장률4.3%향후 자기자본이익률6.80%애널리스트 커버리지Good마지막 업데이트10 Jun 2026최근 향후 성장 업데이트공시 • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.모든 업데이트 보기Recent updates공시 • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.공시 • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.공시 • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.Board Change • Mar 09High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin).공시 • Feb 19Azelis Group Nv Proposes Dividend for the Year Ended 31 December 2025, Payable on 1 July 2026Azelis Group NV Board proposed to pay out a dividend of EUR 0.226 per share for the year ended 31 December 2025. 27 June 2026 is the Ex-dividend date, 30 June 2026 is the Dividend record date, and 1 July 2026 is the Dividend payment date.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.37 per share.공시 • Jan 13+ 1 more updateAzelis Group NV to Report Fiscal Year 2025 Results on Feb 19, 2026Azelis Group NV announced that they will report fiscal year 2025 results on Feb 19, 2026New Risk • Oct 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 04First half 2025 earnings released: EPS: €0.34 (vs €0.39 in 1H 2024)First half 2025 results: EPS: €0.34 (down from €0.39 in 1H 2024). Revenue: €2.16b (flat on 1H 2024). Net income: €83.5m (down 12% from 1H 2024). Profit margin: 3.9% (down from 4.4% in 1H 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.공시 • Jul 10Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l.Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025.Upcoming Dividend • Jun 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (2.4%).공시 • May 08+ 1 more updateAzelis Group NV Approves Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV held its Annual General Meeting on May 8, 2025 where approved for the fiscal year 2024 the payment of a gross dividend of (rounded) €0.23 per share, net (rounded) €0.16 per share after deduction of Belgian withholding tax of 30% 1. The ex-dividend date will be 27 June 2025, record date 30 June 2025, and the dividend (coupon no. 4) will be payable as of 1 July 2025, via paying agent KBC Bank NV.공시 • Apr 07Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl.Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl on April 7, 2025. The acquisition aligns with Azelis’s strategy as it focusses on a targeted business that supports growing its market share in Spain, adding expertise to its EMEA-wide nutraceutical platform. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Solchem Nature Sl on April 7, 2025.Declared Dividend • Mar 17Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 18%.공시 • Mar 15Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 50,000 shares, for €1 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, for €1 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2025.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: €0.74 (vs €0.74 in FY 2023)Full year 2024 results: EPS: €0.74 (up from €0.74 in FY 2023). Revenue: €4.21b (up 1.5% from FY 2023). Net income: €180.7m (up 1.7% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 7.0% to €19.52. The fair value is estimated to be €24.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.New Risk • Feb 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x 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.공시 • Feb 21+ 1 more updateAzelis Group NV Proposes Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV proposed for a dividend of EUR 54.9 million, translating to EUR 0.23 (rounded) dividend per share for the year 2024. 27 June 2025: Ex-dividend date; 30 June 2025: Dividend record date; 1 July 2025: Dividend payment date.공시 • Nov 19Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy on November 18, 2024. This is subject to fulfillment of customary closing conditions. The transaction is expected to close by the end of 2024.공시 • Sep 27Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o. on September 26, 2024. The transaction is subject to fulfilment of customary transaction conditions and is expected to close in the fourth quarter 2024.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.39 (vs €0.44 in 1H 2023)First half 2024 results: EPS: €0.39 (down from €0.44 in 1H 2023). Revenue: €2.15b (flat on 1H 2023). Net income: €94.8m (down 8.3% from 1H 2023). Profit margin: 4.4% (down from 4.8% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Trade Distributors industry in the United Kingdom.Board Change • Jul 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Jun 15Azelis Group NV Approves Gross Dividend, Payable as of July 2, 2024Azelis Group NV announced that at the AGM approved for the fiscal year 2023 the payment of a gross dividend of (rounded) €0.22 per share, net (rounded) €0.15 per share after deduction of Belgian withholding tax of 30% . The ex-dividend date will be June 28th, 2024, record date July 1st, 2024, and the dividend (coupon no. 3) will be payable as of July 2nd, 2024, via their paying agent KBC Bank NV.공시 • Jun 02+ 1 more updateAzelis Group NV to Report Fiscal Year 2024 Results on Mar 06, 2025Azelis Group NV announced that they will report fiscal year 2024 results on Mar 06, 2025Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.48, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.29 per share.Buy Or Sell Opportunity • May 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.85. The fair value is estimated to be €24.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Board Change • May 15Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Tom Hallam was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.공시 • May 09Azelis Group NV Announces Directorate Resignations, Effective June 16, 2024Azelis Group NV announced resignation of Mr. Antonio Trius as independent director and chair of the Board of Directors on 19 April 2024 effective as of this general shareholders' meeting and resignation of Mrs. Alexandra Brand as independent director on 19 April 2024 effective as of this general shareholders' meeting.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €23.46, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total returns to shareholders of 7.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €26.67 per share.Buy Or Sell Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to €20.36. The fair value is estimated to be €25.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.공시 • Mar 30Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana.Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana on March 28, 2024. The transaction is expected to close in the second quarter of 2024, after fulfillment of customary closing conditions.공시 • Mar 12Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 130,000 shares, for €2.8 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, for €2.8 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2024.Declared Dividend • Mar 10Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 28th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 205% per year over the past 2 years and payments have been stable 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 • Mar 07Azelis Group NV Proposes Dividend for the Year Ended December 31, 2023, Payable on July 2, 2024Azelis Group NV proposed a dividend of EUR 53.3 million, representing 30% of distributable net profit, and implies EUR 0.22(rounded) dividend per share for the year ended December 31, 2023. Ex-dividend date is June 28, 2024. Dividend record date is July 1, 2024. Dividend payment date is July 2, 2024.공시 • Dec 15Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A. on December 14, 2023. The transaction is subject to certain customary closing conditions and is expected to close early in the first quarter of 2024.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.56, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.공시 • Nov 11Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd on November 9, 2023. Founders of Agspec, Jonathon Lillecrapp and Andrew Glynn,will remain with the company to ensure a seamless transition. The transaction, after fulfilment of customary closing conditions, is expected to close in Q1 2024.공시 • Nov 10+ 1 more updateAzelis Group NV to Report Fiscal Year 2023 Results on Mar 07, 2024Azelis Group NV announced that they will report fiscal year 2023 results on Mar 07, 2024공시 • Oct 23Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS.Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS on October 23, 2023. The acquisition strengthens Azelis’ global footprint in flavors & fragrances, which was created over the last two years following the acquisition of Quimdis in France, Vigon in America and Ashapura in India. Experts in the distribution of premium fragrance ingredients, BLH’s attractive portfolio perfectly complements the current natural ingredient ranges offered by Azelis. The transaction is expected to close in November.Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €24.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Reported Earnings • Aug 03First half 2023 earnings released: EPS: €0.44 (vs €0.59 in 1H 2022)First half 2023 results: EPS: €0.44 (down from €0.59 in 1H 2022). Revenue: €2.14b (up 6.1% from 1H 2022). Net income: €103.5m (down 26% from 1H 2022). Profit margin: 4.8% (down from 6.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in the United Kingdom.공시 • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.공시 • May 30Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V. on May 30, 2023.공시 • May 18Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million.Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,075,566 Price\Range: €19.85 Transaction Features: Rule 144A; Subsequent Direct Listing공시 • May 17Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients on May 16, 2023. All of Gillco’s staff are expected to transition to Azelis, and Bill Gillies will remain with Gillco to ensure a seamless transition. The transaction is expected to close in the second quarter of 2023, after the fulfilment of customary closing conditions.공시 • Nov 15Azelis Group NV, Annual General Meeting, Jun 08, 2023Azelis Group NV, Annual General Meeting, Jun 08, 2023. Agenda: Annual General Meeting.이익 및 매출 성장 예측LSE:0AA6 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,506194295357912/31/20274,3091832773361012/31/20264,1551583204231012/31/20254,111111397422N/A9/30/20254,169140347373N/A6/30/20254,227169297324N/A3/31/20254,221175303323N/A12/31/20244,214181309323N/A9/30/20244,185175377392N/A6/30/20244,157169446461N/A3/31/20244,154173478493N/A12/31/20234,152178510525N/A9/30/20234,192178478493N/A6/30/20234,231178446461N/A3/31/20234,170196398415N/A12/31/20224,109213351369N/A9/30/20223,823187283302N/A6/30/20223,537160214235N/A3/31/20223,182114179198N/A12/31/20212,82768144162N/A9/30/20212,61379139155N/A6/30/20212,39890133148N/A3/31/20212,31080119132N/A12/31/20202,22371105117N/A12/31/20192,095486476N/A12/31/2018616-52N/A148N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0AA6 의 연간 예상 수익 증가율(14.9%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0AA6 의 연간 수익(14.9%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0AA6 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0AA6 의 수익(연간 4.3%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0AA6 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0AA6의 자본 수익률은 3년 후 6.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/12 04:47종가2026/06/12 00:00수익2025/12/31연간 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 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 소스Azelis Group NV는 20명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gaurav JainBarclaysJames StewartBarclaysAnil ShenoyBarclays17명의 분석가 더 보기
공시 • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.
공시 • May 14+ 1 more updateAzelis Group NV Approves Board and Committee AppointmentsAzelis Group NV announced at annual general meeting held on May 13, 2026, the shareholders approved the appointment of Mr. Julian Francis as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Remuneration and Nomination Committee and the appointment of Mr. Miguel Kohlmann as non-executive and independent director of the Company for a term of 4 years, expiring at the AGM approving the annual accounts for the financial year ending on 31 December 2029; he will join the Audit and Risk Committee.
공시 • Apr 30Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE).Gimv Anchor Investments acquired 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026. Gimv Anchor Investments completed the acquisition of 5% stake in Azelis Group NV (ENXTBR:AZE) on April 30, 2026.
공시 • Apr 11Azelis Group Nv Announces Board ChangesAzelis Group NV announced that Following the voluntary resignation of Mr. Bert Janssens and Mr. Kristiaan Nieuwenburg as non-executive directors of the Company, nominated by EQT’s subsidiary Akita I S. à r. l., effective as of the end of the meeting of the Board of Directors held on 17 February 2026.
Board Change • Mar 09High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Observer Floris Halder is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Declared Dividend • Feb 23Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 66% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €0.46 (vs €0.74 in FY 2024)Full year 2025 results: EPS: €0.46 (down from €0.74 in FY 2024). Revenue: €4.11b (down 2.4% from FY 2024). Net income: €111.2m (down 39% from FY 2024). Profit margin: 2.7% (down from 4.3% in FY 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.7% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin).
공시 • Feb 19Azelis Group Nv Proposes Dividend for the Year Ended 31 December 2025, Payable on 1 July 2026Azelis Group NV Board proposed to pay out a dividend of EUR 0.226 per share for the year ended 31 December 2025. 27 June 2026 is the Ex-dividend date, 30 June 2026 is the Dividend record date, and 1 July 2026 is the Dividend payment date.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.37 per share.
공시 • Jan 13+ 1 more updateAzelis Group NV to Report Fiscal Year 2025 Results on Feb 19, 2026Azelis Group NV announced that they will report fiscal year 2025 results on Feb 19, 2026
New Risk • Oct 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 04First half 2025 earnings released: EPS: €0.34 (vs €0.39 in 1H 2024)First half 2025 results: EPS: €0.34 (down from €0.39 in 1H 2024). Revenue: €2.16b (flat on 1H 2024). Net income: €83.5m (down 12% from 1H 2024). Profit margin: 3.9% (down from 4.4% in 1H 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
공시 • Jul 10Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l.Azelis Group NV (ENXTBR:AZE) acquired Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Azienda Chimica E Farmaceutica S.r.l. In Breve A.c.e.f. S.r.l. on July 9, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (2.4%).
공시 • May 08+ 1 more updateAzelis Group NV Approves Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV held its Annual General Meeting on May 8, 2025 where approved for the fiscal year 2024 the payment of a gross dividend of (rounded) €0.23 per share, net (rounded) €0.16 per share after deduction of Belgian withholding tax of 30% 1. The ex-dividend date will be 27 June 2025, record date 30 June 2025, and the dividend (coupon no. 4) will be payable as of 1 July 2025, via paying agent KBC Bank NV.
공시 • Apr 07Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl.Azelis Group NV (ENXTBR:AZE) acquired Solchem Nature Sl on April 7, 2025. The acquisition aligns with Azelis’s strategy as it focusses on a targeted business that supports growing its market share in Spain, adding expertise to its EMEA-wide nutraceutical platform. Azelis Group NV (ENXTBR:AZE) completed the acquisition of Solchem Nature Sl on April 7, 2025.
Declared Dividend • Mar 17Dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 18%.
공시 • Mar 15Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 50,000 shares, for €1 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, for €1 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2025.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: €0.74 (vs €0.74 in FY 2023)Full year 2024 results: EPS: €0.74 (up from €0.74 in FY 2023). Revenue: €4.21b (up 1.5% from FY 2023). Net income: €180.7m (up 1.7% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 7.0% to €19.52. The fair value is estimated to be €24.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
New Risk • Feb 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x 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.
공시 • Feb 21+ 1 more updateAzelis Group NV Proposes Dividend for the Year 2024, Payable on 1 July 2025Azelis Group NV proposed for a dividend of EUR 54.9 million, translating to EUR 0.23 (rounded) dividend per share for the year 2024. 27 June 2025: Ex-dividend date; 30 June 2025: Dividend record date; 1 July 2025: Dividend payment date.
공시 • Nov 19Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Haarla Oy from J. Haarla Group Oy on November 18, 2024. This is subject to fulfillment of customary closing conditions. The transaction is expected to close by the end of 2024.
공시 • Sep 27Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire HORTIMEX Sp. z o.o. on September 26, 2024. The transaction is subject to fulfilment of customary transaction conditions and is expected to close in the fourth quarter 2024.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.39 (vs €0.44 in 1H 2023)First half 2024 results: EPS: €0.39 (down from €0.44 in 1H 2023). Revenue: €2.15b (flat on 1H 2023). Net income: €94.8m (down 8.3% from 1H 2023). Profit margin: 4.4% (down from 4.8% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Trade Distributors industry in the United Kingdom.
Board Change • Jul 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Jun 15Azelis Group NV Approves Gross Dividend, Payable as of July 2, 2024Azelis Group NV announced that at the AGM approved for the fiscal year 2023 the payment of a gross dividend of (rounded) €0.22 per share, net (rounded) €0.15 per share after deduction of Belgian withholding tax of 30% . The ex-dividend date will be June 28th, 2024, record date July 1st, 2024, and the dividend (coupon no. 3) will be payable as of July 2nd, 2024, via their paying agent KBC Bank NV.
공시 • Jun 02+ 1 more updateAzelis Group NV to Report Fiscal Year 2024 Results on Mar 06, 2025Azelis Group NV announced that they will report fiscal year 2024 results on Mar 06, 2025
Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.48, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.29 per share.
Buy Or Sell Opportunity • May 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.85. The fair value is estimated to be €24.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Board Change • May 15Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Director Bert Janssens is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Tom Hallam was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
공시 • May 09Azelis Group NV Announces Directorate Resignations, Effective June 16, 2024Azelis Group NV announced resignation of Mr. Antonio Trius as independent director and chair of the Board of Directors on 19 April 2024 effective as of this general shareholders' meeting and resignation of Mrs. Alexandra Brand as independent director on 19 April 2024 effective as of this general shareholders' meeting.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €23.46, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total returns to shareholders of 7.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €26.67 per share.
Buy Or Sell Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to €20.36. The fair value is estimated to be €25.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공시 • Mar 30Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana.Azelis Group NV (ENXTBR:AZE) agreed to acquire PT Marga Dwi Kencana on March 28, 2024. The transaction is expected to close in the second quarter of 2024, after fulfillment of customary closing conditions.
공시 • Mar 12Azelis Group NV (ENXTBR:AZE) announces an Equity Buyback for 130,000 shares, for €2.8 million.Azelis Group NV (ENXTBR:AZE) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, for €2.8 million worth of its shares. The shares repurchased will be used to cover company's Long-Term Incentive Plan. The repurchased shares will be held as treasury shares. The program will expire on May 31, 2024.
Declared Dividend • Mar 10Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 28th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 205% per year over the past 2 years and payments have been stable 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 • Mar 07Azelis Group NV Proposes Dividend for the Year Ended December 31, 2023, Payable on July 2, 2024Azelis Group NV proposed a dividend of EUR 53.3 million, representing 30% of distributable net profit, and implies EUR 0.22(rounded) dividend per share for the year ended December 31, 2023. Ex-dividend date is June 28, 2024. Dividend record date is July 1, 2024. Dividend payment date is July 2, 2024.
공시 • Dec 15Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Localpack S.A. on December 14, 2023. The transaction is subject to certain customary closing conditions and is expected to close early in the first quarter of 2024.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.56, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Trade Distributors industry in the United Kingdom. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.
공시 • Nov 11Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Agspec Australia Pty Ltd on November 9, 2023. Founders of Agspec, Jonathon Lillecrapp and Andrew Glynn,will remain with the company to ensure a seamless transition. The transaction, after fulfilment of customary closing conditions, is expected to close in Q1 2024.
공시 • Nov 10+ 1 more updateAzelis Group NV to Report Fiscal Year 2023 Results on Mar 07, 2024Azelis Group NV announced that they will report fiscal year 2023 results on Mar 07, 2024
공시 • Oct 23Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS.Azelis Group NV (ENXTBR:AZE) agreed to acquire BLH SAS on October 23, 2023. The acquisition strengthens Azelis’ global footprint in flavors & fragrances, which was created over the last two years following the acquisition of Quimdis in France, Vigon in America and Ashapura in India. Experts in the distribution of premium fragrance ingredients, BLH’s attractive portfolio perfectly complements the current natural ingredient ranges offered by Azelis. The transaction is expected to close in November.
Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €24.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Aug 03First half 2023 earnings released: EPS: €0.44 (vs €0.59 in 1H 2022)First half 2023 results: EPS: €0.44 (down from €0.59 in 1H 2022). Revenue: €2.14b (up 6.1% from 1H 2022). Net income: €103.5m (down 26% from 1H 2022). Profit margin: 4.8% (down from 6.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in the United Kingdom.
공시 • Aug 03+ 1 more updateAzelis Group NV Provides Earnings Guidance for the Year 2023Azelis Group NV provided earnings guidance for the year 2023. While the current volatility in markets has raised the risk in outlook, at present, the Group remains on track to achieve its midterm annual revenue growth guidance of 8-10%, subject to currency fluctuation.
공시 • May 30Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Sirius International Water Treatment B.V. on May 30, 2023.
공시 • May 18Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million.Azelis Group NV has completed a Follow-on Equity Offering in the amount of €199.999985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,075,566 Price\Range: €19.85 Transaction Features: Rule 144A; Subsequent Direct Listing
공시 • May 17Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients.Azelis Group NV (ENXTBR:AZE) signed an agreement to acquire Gillco Ingredients on May 16, 2023. All of Gillco’s staff are expected to transition to Azelis, and Bill Gillies will remain with Gillco to ensure a seamless transition. The transaction is expected to close in the second quarter of 2023, after the fulfilment of customary closing conditions.
공시 • Nov 15Azelis Group NV, Annual General Meeting, Jun 08, 2023Azelis Group NV, Annual General Meeting, Jun 08, 2023. Agenda: Annual General Meeting.