View ValuationNV Bekaert 향후 성장Future 기준 점검 3/6NV Bekaert (는) 각각 연간 31.4% 및 1.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 29.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.9% 로 예상됩니다.핵심 정보31.4%이익 성장률29.77%EPS 성장률Metals and Mining 이익 성장16.2%매출 성장률1.3%향후 자기자본이익률10.87%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트공시 • Nov 22Nv Bekaert Sa Provides Earnings Guidance for the Fiscal Year 2025NV Bekaert SA provides earnings guidance for the fiscal year 2025. For the period, the company expects sales of around €3.7 billion for Fiscal Year 2025.공시 • Nov 22NV Bekaert SA Provides Consolidated Earnings Guidance for the Financial Year 2024NV Bekaert SA provided consolidated earnings guidance for the financial year 2024. Consolidated sales slightly below €4 billion reflecting the ongoing effects of lower volumes and pricing and EBIT in the range of €340 million to €350 million.공시 • Jul 26NV Bekaert SA Reaffirms Earnings Guidance for the Year 2024NV Bekaert SA reaffirmed earnings guidance for the year 2024. The company’s resilient financial performance in first half and robust financial position gives confidence in its ability to further deliver on its strategic and financial priorities. There have been delays to some growth businesses and in this environment, management now expects a modest decline in sales in fiscal year 2024 against fiscal year 2023.공시 • Nov 17NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company expects Consolidated sales of approximately €4.3 billion reflecting the ongoing reversal of raw material cost inflation and the normalization of energy surcharges in 2022 .EBIT margin in the range of 8.5-8.7% (up from 8.2% last year).공시 • May 10NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company increases confidence in the delivery of expectations in 2023 and profitability ambitions of 9%-11% EBIT margin in the medium term, which remain unchanged.모든 업데이트 보기Recent updatesBoard Change • 2hLess than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Tony Haag was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 13NV Bekaert SA Approves Dividend, Payable on May 19, 2026NV Bekaert SA at the annual general meeting of shareholders held on May 13, 2026 approved the distribution of a gross dividend of €1.95 per share. The dividend ex-date is 15 May 2026. The dividend will be payable on 19 May 2026.공시 • May 11Bekaert Announces CEO ChangesBekaert has appointed Olivier Biebuyck as Chief Executive Officer. His extensive experience in leading, growing and transforming global industrial businesses, both organically and through acquisitions, will be a key enabler in delivering on Bekaert’s strategic ambitions for the future. The appointment takes effect on June 1, 2026. Yves Kerstens, current Chief Executive Officer and member of the Board of Directors of Bekaert, will conclude his mandate on May 31, 2026 after having led the company over the past years.공시 • Feb 26Nv Bekaert Sa Proposes Dividend for 2025NV Bekaert SA Proposed dividend increase from €1.90 to €1.95 per share, alongside ongoing €200 million share buyback for 2025.공시 • Jan 29NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million.NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million on January 27, 2026. A cash consideration of €60 million will be paid by NV Bekaert SA. The transaction will be financed from available cash balances of NV Bekaert SA. The transaction is estimated to add approximately €80 million to Bekaert's consolidated sales on an annual basis. The transaction is part of the business restructuring and rebuilding in Bridgestone’s Mid-Term Business Plan (2024–2026), aimed at reinforcing business quality across the value chain. The transaction is subject to applicable regulatory approvals and customary closing conditions and is expected to close in the first half of 2026.공시 • Nov 22Nv Bekaert Sa Provides Earnings Guidance for the Fiscal Year 2025NV Bekaert SA provides earnings guidance for the fiscal year 2025. For the period, the company expects sales of around €3.7 billion for Fiscal Year 2025.공시 • Oct 23+ 3 more updatesNV Bekaert SA to Report Q3, 2026 Results on Nov 27, 2026NV Bekaert SA announced that they will report Q3, 2026 results on Nov 27, 2026공시 • Mar 03NV Bekaert SA, Annual General Meeting, May 14, 2025NV Bekaert SA, Annual General Meeting, May 14, 2025.공시 • Feb 28+ 1 more updateNV Bekaert SA Proposes Dividend for the Year 2024NV Bekaert SA's Board of Directors is committed to maintaining a strategic capital allocation policy, balancing investment in future growth and innovation, with maintaining a strong balance sheet and growing shareholder returns over time. The group is continuing its policy of progressively growing the dividend year-on-year and announced a gross dividend of €1.90 per share (an increase of 6% y-on-y), to be proposed by the Board at the Annual General Meeting of Shareholders in May 2025. This proposed dividend to shareholders would be alongside the ongoing buyback of up to €200 million of Bekaert shares.공시 • Nov 22NV Bekaert SA Provides Consolidated Earnings Guidance for the Financial Year 2024NV Bekaert SA provided consolidated earnings guidance for the financial year 2024. Consolidated sales slightly below €4 billion reflecting the ongoing effects of lower volumes and pricing and EBIT in the range of €340 million to €350 million.공시 • Nov 08+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2024 Results on Feb 28, 2025NV Bekaert SA announced that they will report fiscal year 2024 results on Feb 28, 2025공시 • Jul 26NV Bekaert SA Reaffirms Earnings Guidance for the Year 2024NV Bekaert SA reaffirmed earnings guidance for the year 2024. The company’s resilient financial performance in first half and robust financial position gives confidence in its ability to further deliver on its strategic and financial priorities. There have been delays to some growth businesses and in this environment, management now expects a modest decline in sales in fiscal year 2024 against fiscal year 2023.공시 • Mar 03+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2023 Final Results on Mar 29, 2024NV Bekaert SA announced that they will report fiscal year 2023 final results on Mar 29, 2024공시 • Nov 17NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company expects Consolidated sales of approximately €4.3 billion reflecting the ongoing reversal of raw material cost inflation and the normalization of energy surcharges in 2022 .EBIT margin in the range of 8.5-8.7% (up from 8.2% last year).New Risk • Oct 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Board Change • Oct 05Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jul 28+ 1 more updateBekaert Announces Board ChangesOswald Schmid, Chief Executive Officer and member of the Board of Directors of Bekaert, will retire on 31 August 2023 after having led the company successfully over the past three years. He also will step down as Director on the same date. The Board of Directors of Bekaert has appointed Yves Kerstensas Chief Executive Officer. Yves was already a member of the Bekaert Group Executive and was Divisional CEO of Bekaert’s Specialty Businesses. The appointment takes effect on 1 September 2023. The Board of Directors will coopt Yves Kerstens as Director until the Annual General Meeting of Shareholders to be held in May 2024.Board Change • May 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 11Nv Bekaert Sa Approves Dividend, Payable on May 15, 2023NV Bekaert SA announced at the AGM held on Mau 10, 2023 that the company approved distribution of a gross dividend of €1.65 per share. The dividend ex-date is 11 May 2023. The dividend will be payable on 15 May 2023 by the following banks: ING Belgium, Bank Degroof Petercam, BNP Paribas Fortis, KBC Bank and Belfius Bank in Belgium, Société Générale in France, ABN AMRO Bank in the Netherlands and UBS in Switzerland.공시 • May 10NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company increases confidence in the delivery of expectations in 2023 and profitability ambitions of 9%-11% EBIT margin in the medium term, which remain unchanged.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €4.78 (vs €7.14 in FY 2021)Full year 2022 results: EPS: €4.78 (down from €7.14 in FY 2021). Revenue: €5.65b (up 17% from FY 2021). Net income: €268.9m (down 34% from FY 2021). Profit margin: 4.8% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.9% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Board Change • Feb 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Dec 23+ 2 more updatesNV Bekaert SA to Report Q2, 2023 Results on Jul 28, 2023NV Bekaert SA announced that they will report Q2, 2023 results on Jul 28, 2023Board Change • Nov 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €208.1m from profit in 1H 2021). Profit margin: (down from 9.0% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 3.8% compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Jul 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to €35.42, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.53 per share.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €31.44, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.94 per share.Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €7.14 (up from €2.38 in FY 2020). Revenue: €4.84b (up 28% from FY 2020). Net income: €407.0m (up 202% from FY 2020). Profit margin: 8.4% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to decline by -2.6% while the mining industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 05First half 2021 earnings released: EPS €3.66 (vs €0.59 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.31b (up 30% from 1H 2020). Net income: €208.1m (up €174.7m from 1H 2020). Profit margin: 9.0% (up from 1.9% 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 46% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 30Full year 2020 earnings released: EPS €2.38 (vs €0.73 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.77b (down 13% from FY 2019). Net income: €134.7m (up 226% from FY 2019). Profit margin: 3.6% (up from 1.0% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 25New 90-day high: €31.06The company is up 19% from its price of €26.04 on 27 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 Metals and Mining industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.39 per share.Is New 90 Day High Low • Feb 10New 90-day high: €29.74The company is up 44% from its price of €20.72 on 12 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.06 per share.Is New 90 Day High Low • Jan 15New 90-day high: €29.01The company is up 51% from its price of €19.27 on 16 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.87 per share.Is New 90 Day High Low • Dec 06New 90-day high: €27.18The company is up 52% from its price of €17.85 on 07 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.이익 및 매출 성장 예측BATS-CHIXE:BEKBB - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,852250246465512/31/20273,763229226421612/31/20263,673204205408412/31/20253,70667280450N/A9/30/20253,778121262446N/A6/30/20253,851174243443N/A3/31/20253,904206197408N/A12/31/20243,958239152374N/A9/30/20244,014247166384N/A6/30/20244,070255180394N/A3/31/20244,199255205417N/A12/31/20234,328255230440N/A9/30/20234,563211278484N/A6/30/20234,798167327528N/A3/31/20234,901202241434N/A12/31/20225,004237155340N/A9/30/20225,03132578257N/A6/30/20225,0574131174N/A3/31/20224,948408114277N/A12/31/20214,840404228380N/A9/30/20214,574357348478N/A6/30/20214,309309467575N/A3/31/20214,040222432540N/A12/31/20203,772135397505N/A9/30/20203,82376404503N/A6/30/20203,87417410501N/A3/31/20204,09829418513N/A12/31/20194,32241425524N/A9/30/20194,34542N/A460N/A6/30/20194,36744N/A395N/A3/31/20194,33642N/A319N/A12/31/20184,30540N/A244N/A9/30/20184,23296N/A232N/A6/30/20184,159152N/A221N/A3/31/20184,129168N/A232N/A12/31/20174,098185N/A244N/A9/30/20174,045172N/A267N/A6/30/20173,992159N/A290N/A3/31/20173,853132N/A345N/A12/31/20163,715105N/A400N/A9/30/20163,65494N/A469N/A6/30/20163,59382N/A538N/A3/31/20163,63292N/A561N/A12/31/20153,671102N/A584N/A9/30/20153,58781N/A461N/A6/30/20153,50461N/A338N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BEKBB 의 연간 예상 수익 증가율(31.4%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: BEKBB 의 연간 수익(31.4%)이 UK 시장(11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BEKBB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: BEKBB 의 수익(연간 1.3%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BEKBB 의 수익(연간 1.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BEKBB의 자본 수익률은 3년 후 10.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 03:13종가2026/05/19 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 소스NV Bekaert SA는 8명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mourad LahmidiBNP ParibasBin GaoBofA Global ResearchFrank ClaassenDegroof Petercam5명의 분석가 더 보기
공시 • Nov 22Nv Bekaert Sa Provides Earnings Guidance for the Fiscal Year 2025NV Bekaert SA provides earnings guidance for the fiscal year 2025. For the period, the company expects sales of around €3.7 billion for Fiscal Year 2025.
공시 • Nov 22NV Bekaert SA Provides Consolidated Earnings Guidance for the Financial Year 2024NV Bekaert SA provided consolidated earnings guidance for the financial year 2024. Consolidated sales slightly below €4 billion reflecting the ongoing effects of lower volumes and pricing and EBIT in the range of €340 million to €350 million.
공시 • Jul 26NV Bekaert SA Reaffirms Earnings Guidance for the Year 2024NV Bekaert SA reaffirmed earnings guidance for the year 2024. The company’s resilient financial performance in first half and robust financial position gives confidence in its ability to further deliver on its strategic and financial priorities. There have been delays to some growth businesses and in this environment, management now expects a modest decline in sales in fiscal year 2024 against fiscal year 2023.
공시 • Nov 17NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company expects Consolidated sales of approximately €4.3 billion reflecting the ongoing reversal of raw material cost inflation and the normalization of energy surcharges in 2022 .EBIT margin in the range of 8.5-8.7% (up from 8.2% last year).
공시 • May 10NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company increases confidence in the delivery of expectations in 2023 and profitability ambitions of 9%-11% EBIT margin in the medium term, which remain unchanged.
Board Change • 2hLess than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Tony Haag was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 13NV Bekaert SA Approves Dividend, Payable on May 19, 2026NV Bekaert SA at the annual general meeting of shareholders held on May 13, 2026 approved the distribution of a gross dividend of €1.95 per share. The dividend ex-date is 15 May 2026. The dividend will be payable on 19 May 2026.
공시 • May 11Bekaert Announces CEO ChangesBekaert has appointed Olivier Biebuyck as Chief Executive Officer. His extensive experience in leading, growing and transforming global industrial businesses, both organically and through acquisitions, will be a key enabler in delivering on Bekaert’s strategic ambitions for the future. The appointment takes effect on June 1, 2026. Yves Kerstens, current Chief Executive Officer and member of the Board of Directors of Bekaert, will conclude his mandate on May 31, 2026 after having led the company over the past years.
공시 • Feb 26Nv Bekaert Sa Proposes Dividend for 2025NV Bekaert SA Proposed dividend increase from €1.90 to €1.95 per share, alongside ongoing €200 million share buyback for 2025.
공시 • Jan 29NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million.NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million on January 27, 2026. A cash consideration of €60 million will be paid by NV Bekaert SA. The transaction will be financed from available cash balances of NV Bekaert SA. The transaction is estimated to add approximately €80 million to Bekaert's consolidated sales on an annual basis. The transaction is part of the business restructuring and rebuilding in Bridgestone’s Mid-Term Business Plan (2024–2026), aimed at reinforcing business quality across the value chain. The transaction is subject to applicable regulatory approvals and customary closing conditions and is expected to close in the first half of 2026.
공시 • Nov 22Nv Bekaert Sa Provides Earnings Guidance for the Fiscal Year 2025NV Bekaert SA provides earnings guidance for the fiscal year 2025. For the period, the company expects sales of around €3.7 billion for Fiscal Year 2025.
공시 • Oct 23+ 3 more updatesNV Bekaert SA to Report Q3, 2026 Results on Nov 27, 2026NV Bekaert SA announced that they will report Q3, 2026 results on Nov 27, 2026
공시 • Mar 03NV Bekaert SA, Annual General Meeting, May 14, 2025NV Bekaert SA, Annual General Meeting, May 14, 2025.
공시 • Feb 28+ 1 more updateNV Bekaert SA Proposes Dividend for the Year 2024NV Bekaert SA's Board of Directors is committed to maintaining a strategic capital allocation policy, balancing investment in future growth and innovation, with maintaining a strong balance sheet and growing shareholder returns over time. The group is continuing its policy of progressively growing the dividend year-on-year and announced a gross dividend of €1.90 per share (an increase of 6% y-on-y), to be proposed by the Board at the Annual General Meeting of Shareholders in May 2025. This proposed dividend to shareholders would be alongside the ongoing buyback of up to €200 million of Bekaert shares.
공시 • Nov 22NV Bekaert SA Provides Consolidated Earnings Guidance for the Financial Year 2024NV Bekaert SA provided consolidated earnings guidance for the financial year 2024. Consolidated sales slightly below €4 billion reflecting the ongoing effects of lower volumes and pricing and EBIT in the range of €340 million to €350 million.
공시 • Nov 08+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2024 Results on Feb 28, 2025NV Bekaert SA announced that they will report fiscal year 2024 results on Feb 28, 2025
공시 • Jul 26NV Bekaert SA Reaffirms Earnings Guidance for the Year 2024NV Bekaert SA reaffirmed earnings guidance for the year 2024. The company’s resilient financial performance in first half and robust financial position gives confidence in its ability to further deliver on its strategic and financial priorities. There have been delays to some growth businesses and in this environment, management now expects a modest decline in sales in fiscal year 2024 against fiscal year 2023.
공시 • Mar 03+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2023 Final Results on Mar 29, 2024NV Bekaert SA announced that they will report fiscal year 2023 final results on Mar 29, 2024
공시 • Nov 17NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company expects Consolidated sales of approximately €4.3 billion reflecting the ongoing reversal of raw material cost inflation and the normalization of energy surcharges in 2022 .EBIT margin in the range of 8.5-8.7% (up from 8.2% last year).
New Risk • Oct 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Board Change • Oct 05Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jul 28+ 1 more updateBekaert Announces Board ChangesOswald Schmid, Chief Executive Officer and member of the Board of Directors of Bekaert, will retire on 31 August 2023 after having led the company successfully over the past three years. He also will step down as Director on the same date. The Board of Directors of Bekaert has appointed Yves Kerstensas Chief Executive Officer. Yves was already a member of the Bekaert Group Executive and was Divisional CEO of Bekaert’s Specialty Businesses. The appointment takes effect on 1 September 2023. The Board of Directors will coopt Yves Kerstens as Director until the Annual General Meeting of Shareholders to be held in May 2024.
Board Change • May 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 11Nv Bekaert Sa Approves Dividend, Payable on May 15, 2023NV Bekaert SA announced at the AGM held on Mau 10, 2023 that the company approved distribution of a gross dividend of €1.65 per share. The dividend ex-date is 11 May 2023. The dividend will be payable on 15 May 2023 by the following banks: ING Belgium, Bank Degroof Petercam, BNP Paribas Fortis, KBC Bank and Belfius Bank in Belgium, Société Générale in France, ABN AMRO Bank in the Netherlands and UBS in Switzerland.
공시 • May 10NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company increases confidence in the delivery of expectations in 2023 and profitability ambitions of 9%-11% EBIT margin in the medium term, which remain unchanged.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €4.78 (vs €7.14 in FY 2021)Full year 2022 results: EPS: €4.78 (down from €7.14 in FY 2021). Revenue: €5.65b (up 17% from FY 2021). Net income: €268.9m (down 34% from FY 2021). Profit margin: 4.8% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.9% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Dec 23+ 2 more updatesNV Bekaert SA to Report Q2, 2023 Results on Jul 28, 2023NV Bekaert SA announced that they will report Q2, 2023 results on Jul 28, 2023
Board Change • Nov 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €208.1m from profit in 1H 2021). Profit margin: (down from 9.0% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 3.8% compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to €35.42, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.53 per share.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €31.44, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.94 per share.
Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €7.14 (up from €2.38 in FY 2020). Revenue: €4.84b (up 28% from FY 2020). Net income: €407.0m (up 202% from FY 2020). Profit margin: 8.4% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to decline by -2.6% while the mining industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 05First half 2021 earnings released: EPS €3.66 (vs €0.59 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.31b (up 30% from 1H 2020). Net income: €208.1m (up €174.7m from 1H 2020). Profit margin: 9.0% (up from 1.9% 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 46% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS €2.38 (vs €0.73 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.77b (down 13% from FY 2019). Net income: €134.7m (up 226% from FY 2019). Profit margin: 3.6% (up from 1.0% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 25New 90-day high: €31.06The company is up 19% from its price of €26.04 on 27 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 Metals and Mining industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.39 per share.
Is New 90 Day High Low • Feb 10New 90-day high: €29.74The company is up 44% from its price of €20.72 on 12 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.06 per share.
Is New 90 Day High Low • Jan 15New 90-day high: €29.01The company is up 51% from its price of €19.27 on 16 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.87 per share.
Is New 90 Day High Low • Dec 06New 90-day high: €27.18The company is up 52% from its price of €17.85 on 07 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.