View Future GrowthNOS S.G.P.S 과거 순이익 실적과거 기준 점검 4/6NOS S.G.P.S은 연평균 12.6%의 비율로 수입이 증가해 온 반면, Telecom 산업은 수입이 8.5% 증가했습니다. 매출은 연평균 5.9%의 비율로 증가했습니다. NOS S.G.P.S의 자기자본이익률은 25.8%이고 순이익률은 14.4%입니다.핵심 정보12.64%순이익 성장률12.68%주당순이익(EPS) 성장률Telecom 산업 성장률14.50%매출 성장률5.89%자기자본이익률25.83%순이익률14.42%다음 순이익 업데이트03 Nov 2026최근 과거 실적 업데이트공고 • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026공고 • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025공고 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공고 • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023모든 업데이트 보기Recent updatesNew Risk • May 29New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 78% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (78% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공고 • Mar 27NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026. Location: lisbon Portugal공고 • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026공고 • Apr 15NOS, S.G.P.S., S.A. announces Annual dividend, payable on April 24, 2025NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.공고 • Mar 19NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. As on March 7, 2025, The transaction is approved by Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres, Philipp Melcher of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited on March 17, 2025.공고 • Jan 28NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A.공고 • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025공고 • Jul 23NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering.NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering on July 23, 2024. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of 20% stake in DareData Engineering on July 23, 2024.공고 • Feb 20NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024.공고 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024공고 • Nov 15Nos Announces the Resignation of Jose Pedro Da Costa as Executive Member of Its Board of Directors, Effective31 December 2023Nos announced that Jose Pedro da Costa has resigned as an executive member of its board of directors, as well as from the other companies in the group where he performs functions. The resignation takes effect on 31 December 2023.Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.53, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.41 per share.Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공고 • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.20 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: €0.086 (vs €0.085 in 2Q 2021)Second quarter 2022 results: EPS: €0.086 (up from €0.085 in 2Q 2021). Revenue: €368.5m (up 8.1% from 2Q 2021). Net income: €44.2m (up 2.0% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 2.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Reported Earnings • May 26First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.7%, compared to a 2.2% growth forecast for the 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 11% per year, which means it is significantly lagging earnings.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 2.6% growth forecast for the 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 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 09 May 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of British dividend payers (4.7%). Higher than average of industry peers (4.0%).Reported Earnings • Mar 08Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.28 (up from €0.17 in FY 2020). Revenue: €1.43b (up 4.6% from FY 2020). Net income: €144.2m (up 69% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 3.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.09 (vs €0.086 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €366.5m (up 5.6% from 3Q 2020). Net income: €46.1m (up 4.5% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.Reported Earnings • Jun 05First quarter 2021 earnings released: EPS €0.059 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.06 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 8.9%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.6%).Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 5.0% growth forecast for the Telecom industry in the United Kingdom.Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.17 (vs €0.28 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.37b (down 14% from FY 2019). Net income: €85.6m (down 40% from FY 2019). Profit margin: 6.3% (down from 9.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.Is New 90 Day High Low • Feb 19New 90-day low: €2.72The company is down 3.0% from its price of €2.80 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.91 per share.Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 4.0% compared to a 6.1% growth forecast for the Telecom industry in the United Kingdom.Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS €0.086The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €346.9m (down 6.4% from 3Q 2019). Net income: €44.1m (down 6.8% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.매출 및 비용 세부 내역NOS S.G.P.S가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BATS-CHIXE:NOSU 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비30 Jun 261,862269168031 Mar 261,862249167031 Dec 251,823246161030 Sep 251,785253148030 Jun 251,760241140031 Mar 251,714263133031 Dec 241,696272133030 Sep 241,663256141030 Jun 241,638249140031 Mar 241,619214139031 Dec 231,597181137030 Sep 231,581160138030 Jun 231,554220138031 Mar 231,529218136031 Dec 221,521225131030 Sep 221,509215130030 Jun 221,494156126031 Mar 221,466155132031 Dec 211,430144123030 Sep 211,399126110030 Jun 211,380131103031 Mar 211,36012790031 Dec 201,3688693030 Sep 201,3808599030 Jun 201,40481105031 Mar 201,44890105031 Dec 191,458143105030 Sep 191,501150103030 Jun 191,525148101031 Mar 191,549145102031 Dec 181,576138102030 Sep 181,566142113030 Jun 181,563130127031 Mar 181,561124139031 Dec 171,559122152030 Sep 171,551117154030 Jun 171,539112155031 Mar 171,52599153031 Dec 161,51590157030 Sep 161,50188149030 Jun 161,48786150031 Mar 161,47184148031 Dec 151,44483143030 Sep 151,422861440양질의 수익: NOSU는 고품질 수익을 보유하고 있습니다.이익 마진 증가: NOSU의 현재 순 이익률 (14.4%)은 지난해 (13.7%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: NOSU의 수익은 지난 5년 동안 연평균 12.6% 증가했습니다.성장 가속화: 지난 1년간 NOSU 의 수익 증가율(11.6%)은 5년 평균(연간 12.6%)보다 낮습니다.수익 대 산업: NOSU의 지난 1년 수익 증가율(11.6%)은 Telecom 업계의 2.2%를 상회했습니다.자기자본이익률높은 ROE: NOSU의 자본 수익률(25.83%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/23 20:47종가2026/07/09 00:00수익2026/06/30연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스NOS, S.G.P.S., S.A.는 21명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Fernando Cordero BarreiraBanco SantanderJonathan DannBarclaysMathieu RobilliardBarclays18명의 분석가 더 보기
공고 • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026
공고 • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025
공고 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공고 • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023
New Risk • May 29New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 78% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (78% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공고 • Mar 27NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026. Location: lisbon Portugal
공고 • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026
공고 • Apr 15NOS, S.G.P.S., S.A. announces Annual dividend, payable on April 24, 2025NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.
공고 • Mar 19NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. As on March 7, 2025, The transaction is approved by Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres, Philipp Melcher of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited on March 17, 2025.
공고 • Jan 28NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A.
공고 • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025
공고 • Jul 23NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering.NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering on July 23, 2024. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of 20% stake in DareData Engineering on July 23, 2024.
공고 • Feb 20NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024.
공고 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024
공고 • Nov 15Nos Announces the Resignation of Jose Pedro Da Costa as Executive Member of Its Board of Directors, Effective31 December 2023Nos announced that Jose Pedro da Costa has resigned as an executive member of its board of directors, as well as from the other companies in the group where he performs functions. The resignation takes effect on 31 December 2023.
Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.53, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.41 per share.
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공고 • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.20 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: €0.086 (vs €0.085 in 2Q 2021)Second quarter 2022 results: EPS: €0.086 (up from €0.085 in 2Q 2021). Revenue: €368.5m (up 8.1% from 2Q 2021). Net income: €44.2m (up 2.0% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 2.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Reported Earnings • May 26First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.7%, compared to a 2.2% growth forecast for the 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 11% per year, which means it is significantly lagging earnings.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 2.6% growth forecast for the 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 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 09 May 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of British dividend payers (4.7%). Higher than average of industry peers (4.0%).
Reported Earnings • Mar 08Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.28 (up from €0.17 in FY 2020). Revenue: €1.43b (up 4.6% from FY 2020). Net income: €144.2m (up 69% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 3.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.09 (vs €0.086 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €366.5m (up 5.6% from 3Q 2020). Net income: €46.1m (up 4.5% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.
Reported Earnings • Jun 05First quarter 2021 earnings released: EPS €0.059 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.06 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.
Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 8.9%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.6%).
Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 5.0% growth forecast for the Telecom industry in the United Kingdom.
Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.17 (vs €0.28 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.37b (down 14% from FY 2019). Net income: €85.6m (down 40% from FY 2019). Profit margin: 6.3% (down from 9.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.
Is New 90 Day High Low • Feb 19New 90-day low: €2.72The company is down 3.0% from its price of €2.80 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.91 per share.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 4.0% compared to a 6.1% growth forecast for the Telecom industry in the United Kingdom.
Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS €0.086The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €346.9m (down 6.4% from 3Q 2019). Net income: €44.1m (down 6.8% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.