View ValuationTessenderlo Group 향후 성장Future 기준 점검 3/6Tessenderlo Group (는) 각각 연간 73.3% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 70.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.9% 로 예상됩니다.핵심 정보73.3%이익 성장률70.62%EPS 성장률Chemicals 이익 성장39.3%매출 성장률3.4%향후 자기자본이익률4.90%애널리스트 커버리지Low마지막 업데이트07 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • Mar 30Full year 2025 earnings released: €1.34 loss per share (vs €0.70 profit in FY 2024)Full year 2025 results: €1.34 loss per share (down from €0.70 profit in FY 2024). Revenue: €2.76b (up 4.4% from FY 2024). Net loss: €81.1m (down 290% from profit in FY 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Mar 26Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €22.00. The fair value is estimated to be €30.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.공시 • Mar 04+ 1 more updateTessenderlo Group NV to Report First Half, 2026 Results on Aug 27, 2026Tessenderlo Group NV announced that they will report first half, 2026 results on Aug 27, 2026Buy Or Sell Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to €26.35. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jan 08Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.63. The fair value is estimated to be €32.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Dec 09Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.43. The fair value is estimated to be €33.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 25First half 2025 earnings released: €0.16 loss per share (vs €0.97 profit in 1H 2024)First half 2025 results: €0.16 loss per share (down from €0.97 profit in 1H 2024). Revenue: €1.49b (up 7.1% from 1H 2024). Net loss: €9.50m (down 116% from profit in 1H 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 17% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Declared Dividend • May 26Dividend of €0.53 announcedShareholders will receive a dividend of €0.53. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio). However, it is well covered by cash flows (30% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. EPS is expected to grow by 113% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • May 22Tessenderlo Group NV announces Annual dividend, payable on June 06, 2025Tessenderlo Group NV announced Annual dividend of EUR 0.5250 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €23.30. The fair value is estimated to be €29.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 56%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.공시 • Mar 27Tessenderlo Group NV, Annual General Meeting, May 13, 2025Tessenderlo Group NV, Annual General Meeting, May 13, 2025.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 107% Dividend yield: 3.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (107% payout ratio). Profit margins are more than 30% lower than last year (1.6% net profit margin).Reported Earnings • Mar 26Full year 2024 earnings released: EPS: €0.70 (vs €1.74 in FY 2023)Full year 2024 results: EPS: €0.70 (down from €1.74 in FY 2023). Revenue: €2.65b (down 9.6% from FY 2023). Net income: €42.8m (down 61% from FY 2023). Profit margin: 1.6% (down from 3.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Mar 26Tessenderlo Group NV to Report First Half, 2025 Results on Aug 21, 2025Tessenderlo Group NV announced that they will report first half, 2025 results on Aug 21, 2025Reported Earnings • Aug 25First half 2024 earnings released: EPS: €0.97 (vs €1.27 in 1H 2023)First half 2024 results: EPS: €0.97 (down from €1.27 in 1H 2023). Revenue: €1.39b (down 15% from 1H 2023). Net income: €60.4m (down 25% from 1H 2023). Profit margin: 4.3% (down from 4.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.공시 • Aug 21Tessenderlo Group NV to Report Fiscal Year 2024 Results on Mar 26, 2025Tessenderlo Group NV announced that they will report fiscal year 2024 results on Mar 26, 2025Board Change • Apr 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. 5 non-independent directors. Independent Non-Executive Director Ann Vereecke was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: €1.74 (vs €5.27 in FY 2022)Full year 2023 results: EPS: €1.74 (down from €5.27 in FY 2022). Revenue: €2.93b (up 13% from FY 2022). Net income: €109.5m (down 52% from FY 2022). Profit margin: 3.7% (down from 8.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Jan 09Tessenderlo Group NV to Report First Half, 2024 Results on Aug 21, 2024Tessenderlo Group NV announced that they will report first half, 2024 results on Aug 21, 2024Reported Earnings • Aug 25First half 2023 earnings released: EPS: €1.27 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €1.27 (down from €3.80 in 1H 2022). Revenue: €1.63b (up 21% from 1H 2022). Net income: €80.4m (down 51% from 1H 2022). Profit margin: 4.9% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Aug 24+ 1 more updateTessenderlo Group NV, Annual General Meeting, May 14, 2024Tessenderlo Group NV, Annual General Meeting, May 14, 2024.Upcoming Dividend • May 24Upcoming dividend of €0.53 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.4%).Reported Earnings • Mar 24Full year 2022 earnings released: EPS: €5.26 (vs €4.37 in FY 2021)Full year 2022 results: EPS: €5.26 (up from €4.37 in FY 2021). Revenue: €2.59b (up 24% from FY 2021). Net income: €226.9m (up 21% from FY 2021). Profit margin: 8.8% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Dec 20Tessenderlo Group NV to Report First Half, 2023 Results on Aug 24, 2023Tessenderlo Group NV announced that they will report first half, 2023 results on Aug 24, 2023공시 • Oct 27Tessenderlo Group NV to Report Fiscal Year 2022 Results on Mar 23, 2023Tessenderlo Group NV announced that they will report fiscal year 2022 results on Mar 23, 2023Reported Earnings • Aug 25First half 2022 earnings released: EPS: €3.80 (vs €2.26 in 1H 2021)First half 2022 results: EPS: €3.80 (up from €2.26 in 1H 2021). Revenue: €1.34b (up 31% from 1H 2021). Net income: €163.6m (up 68% from 1H 2021). Profit margin: 12% (up from 9.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 27Full year 2020 earnings released: EPS €2.30 (vs €2.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €1.74b (flat on FY 2019). Net income: €99.1m (up 3.1% from FY 2019). Profit margin: 5.7% (up from 5.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 25New 90-day high: €37.28The company is up 16% from its price of €32.00 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €137 per share.Is New 90 Day High Low • Jan 13New 90-day high: €34.95The company is up 13% from its price of €30.85 on 15 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €135 per share.Is New 90 Day High Low • Sep 19New 90-day high: €34.80The company is up 26% from its price of €27.70 on 19 June 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €115 per share.이익 및 매출 성장 예측LSE:0KCP - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,035104119303212/31/20272,98871106287412/31/20262,8667195264412/31/20252,763-8174226N/A9/30/20252,755-5492257N/A6/30/20252,746-27110289N/A3/31/20252,6978131311N/A12/31/20242,64843153333N/A9/30/20242,66966140309N/A6/30/20242,69190128284N/A3/31/20242,81010084252N/A12/31/20232,92811041219N/A9/30/20232,90112750215N/A6/30/20232,87414458210N/A3/31/20232,73118572205N/A12/31/20222,58822786200N/A9/30/20222,49424182196N/A6/30/20222,40025477192N/A3/31/20222,241221115220N/A12/31/20212,082188152248N/A9/30/20211,952149162260N/A6/30/20211,823110172272N/A3/31/20211,780105177277N/A12/31/20201,73799182282N/A9/30/20201,745118166267N/A6/30/20201,753136150252N/A3/31/20201,748116133236N/A12/31/20191,74396115220N/A9/30/20191,72290N/A201N/A6/30/20191,70183N/A183N/A3/31/20191,66187N/A145N/A12/31/20181,62192N/A108N/A9/30/20181,59977N/A103N/A6/30/20181,57863N/A98N/A3/31/20181,61844N/A141N/A12/31/20171,65726N/A184N/A9/30/20171,65851N/A182N/A6/30/20171,66076N/A179N/A3/31/20171,62587N/A144N/A12/31/20161,59099N/A109N/A9/30/20161,59291N/A102N/A6/30/20161,59484N/A95N/A3/31/20161,59284N/A117N/A12/31/20151,58985N/A138N/A9/30/20151,53965N/A124N/A6/30/20151,50970N/A122N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0KCP 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 0KCP (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 0KCP 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 0KCP 의 수익(연간 3.4%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0KCP 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0KCP의 자본 수익률은 3년 후 4.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 07:53종가2026/05/22 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 소스Tessenderlo Group NV는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mark GevensBNP ParibasFrank ClaassenDegroof PetercamOliver ReiffDeutsche Bank2명의 분석가 더 보기
Reported Earnings • Mar 30Full year 2025 earnings released: €1.34 loss per share (vs €0.70 profit in FY 2024)Full year 2025 results: €1.34 loss per share (down from €0.70 profit in FY 2024). Revenue: €2.76b (up 4.4% from FY 2024). Net loss: €81.1m (down 290% from profit in FY 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Mar 26Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €22.00. The fair value is estimated to be €30.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
공시 • Mar 04+ 1 more updateTessenderlo Group NV to Report First Half, 2026 Results on Aug 27, 2026Tessenderlo Group NV announced that they will report first half, 2026 results on Aug 27, 2026
Buy Or Sell Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to €26.35. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jan 08Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.63. The fair value is estimated to be €32.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Dec 09Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €25.43. The fair value is estimated to be €33.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 25First half 2025 earnings released: €0.16 loss per share (vs €0.97 profit in 1H 2024)First half 2025 results: €0.16 loss per share (down from €0.97 profit in 1H 2024). Revenue: €1.49b (up 7.1% from 1H 2024). Net loss: €9.50m (down 116% from profit in 1H 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 17% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Declared Dividend • May 26Dividend of €0.53 announcedShareholders will receive a dividend of €0.53. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (108% earnings payout ratio). However, it is well covered by cash flows (30% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. EPS is expected to grow by 113% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • May 22Tessenderlo Group NV announces Annual dividend, payable on June 06, 2025Tessenderlo Group NV announced Annual dividend of EUR 0.5250 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.
Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €23.30. The fair value is estimated to be €29.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 56%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
공시 • Mar 27Tessenderlo Group NV, Annual General Meeting, May 13, 2025Tessenderlo Group NV, Annual General Meeting, May 13, 2025.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 107% Dividend yield: 3.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (107% payout ratio). Profit margins are more than 30% lower than last year (1.6% net profit margin).
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: €0.70 (vs €1.74 in FY 2023)Full year 2024 results: EPS: €0.70 (down from €1.74 in FY 2023). Revenue: €2.65b (down 9.6% from FY 2023). Net income: €42.8m (down 61% from FY 2023). Profit margin: 1.6% (down from 3.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Mar 26Tessenderlo Group NV to Report First Half, 2025 Results on Aug 21, 2025Tessenderlo Group NV announced that they will report first half, 2025 results on Aug 21, 2025
Reported Earnings • Aug 25First half 2024 earnings released: EPS: €0.97 (vs €1.27 in 1H 2023)First half 2024 results: EPS: €0.97 (down from €1.27 in 1H 2023). Revenue: €1.39b (down 15% from 1H 2023). Net income: €60.4m (down 25% from 1H 2023). Profit margin: 4.3% (down from 4.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
공시 • Aug 21Tessenderlo Group NV to Report Fiscal Year 2024 Results on Mar 26, 2025Tessenderlo Group NV announced that they will report fiscal year 2024 results on Mar 26, 2025
Board Change • Apr 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. 5 non-independent directors. Independent Non-Executive Director Ann Vereecke was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: €1.74 (vs €5.27 in FY 2022)Full year 2023 results: EPS: €1.74 (down from €5.27 in FY 2022). Revenue: €2.93b (up 13% from FY 2022). Net income: €109.5m (down 52% from FY 2022). Profit margin: 3.7% (down from 8.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Jan 09Tessenderlo Group NV to Report First Half, 2024 Results on Aug 21, 2024Tessenderlo Group NV announced that they will report first half, 2024 results on Aug 21, 2024
Reported Earnings • Aug 25First half 2023 earnings released: EPS: €1.27 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €1.27 (down from €3.80 in 1H 2022). Revenue: €1.63b (up 21% from 1H 2022). Net income: €80.4m (down 51% from 1H 2022). Profit margin: 4.9% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Aug 24+ 1 more updateTessenderlo Group NV, Annual General Meeting, May 14, 2024Tessenderlo Group NV, Annual General Meeting, May 14, 2024.
Upcoming Dividend • May 24Upcoming dividend of €0.53 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.4%).
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: €5.26 (vs €4.37 in FY 2021)Full year 2022 results: EPS: €5.26 (up from €4.37 in FY 2021). Revenue: €2.59b (up 24% from FY 2021). Net income: €226.9m (up 21% from FY 2021). Profit margin: 8.8% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Dec 20Tessenderlo Group NV to Report First Half, 2023 Results on Aug 24, 2023Tessenderlo Group NV announced that they will report first half, 2023 results on Aug 24, 2023
공시 • Oct 27Tessenderlo Group NV to Report Fiscal Year 2022 Results on Mar 23, 2023Tessenderlo Group NV announced that they will report fiscal year 2022 results on Mar 23, 2023
Reported Earnings • Aug 25First half 2022 earnings released: EPS: €3.80 (vs €2.26 in 1H 2021)First half 2022 results: EPS: €3.80 (up from €2.26 in 1H 2021). Revenue: €1.34b (up 31% from 1H 2021). Net income: €163.6m (up 68% from 1H 2021). Profit margin: 12% (up from 9.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €2.30 (vs €2.23 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €1.74b (flat on FY 2019). Net income: €99.1m (up 3.1% from FY 2019). Profit margin: 5.7% (up from 5.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 25New 90-day high: €37.28The company is up 16% from its price of €32.00 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €137 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €34.95The company is up 13% from its price of €30.85 on 15 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €135 per share.
Is New 90 Day High Low • Sep 19New 90-day high: €34.80The company is up 26% from its price of €27.70 on 19 June 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €115 per share.