View ValuationIndustrie De Nora 향후 성장Future 기준 점검 1/6Industrie De Nora 의 수익은 연간 5.9% 감소할 것으로 예상되는 반면, 연간 수익은 6% 로 증가할 것으로 예상됩니다. EPS는 연간 0.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.7% 로 예상됩니다.핵심 정보-5.9%이익 성장률0.94%EPS 성장률Machinery 이익 성장23.7%매출 성장률6.0%향후 자기자본이익률7.66%애널리스트 커버리지Low마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Major Estimate Revision • Mar 25Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.338 to €0.292 per share. Revenue forecast steady at €796.1m. Net income forecast to shrink 24% next year vs 23% growth forecast for Machinery industry in Italy . Consensus price target down from €9.65 to €9.35. Share price fell 3.9% to €5.73 over the past week.분석 기사 • Nov 07Industrie De Nora S.p.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextInvestors in Industrie De Nora S.p.A. ( BIT:DNR ) had a good week, as its shares rose 4.8% to close at €7.66 following...Major Estimate Revision • May 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.406 to €0.357 per share. Revenue forecast steady at €879.9m. Net income forecast to shrink 10% next year vs 19% growth forecast for Machinery industry in Italy . Consensus price target broadly unchanged at €10.38. Share price fell 3.8% to €6.63 over the past week.분석 기사 • May 17Industrie De Nora S.p.A. (BIT:DNR) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Industrie De Nora S.p.A. ( BIT:DNR ) shareholders, because the company has just released its...Price Target Changed • Jan 20Price target decreased by 7.6% to €10.90Down from €11.80, the current price target is an average from 5 analysts. New target price is 49% above last closing price of €7.34. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.Price Target Changed • Nov 29Price target decreased by 7.7% to €12.00Down from €13.00, the current price target is an average from 5 analysts. New target price is 50% above last closing price of €8.00. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.모든 업데이트 보기Recent updates공시 • May 27Industrie De Nora S.p.A. (BIT:DNR) entered into a binding agreement to acquire BW Water Pte Ltd from Bw Renewables Pte. Ltd. for an enterprise value of $66.5 million.Industrie De Nora S.p.A. (BIT:DNR) entered into a binding agreement to acquire BW Water Pte Ltd from Bw Renewables Pte. Ltd. for an enterprise value of $66.5 million on May 26, 2026. The acquisition will be financed through a $69.88 million (EUR 60 million), 5 years amortizing term loan facility. For the period ending December 31, 2025, BW Water Pte Ltd reported total revenue of $91.5 million and EBITDA of $3 million. The transaction is subject to customary conditions precedent, including antitrust clearance from the German Federal Cartel Office, regulatory and certain third-party consents. The closing date is expected to be July 1, 2026. Withers KhattarWong acted as legal advisor for Industrie De Nora S.p.A. Lazard S.r.l. acted as financial advisor for Industrie De Nora S.p.A. Ernst & Young Italia acted as due diligence provider for Industrie De Nora S.p.A.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €7.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Machinery industry in Italy. Total loss to shareholders of 58% over the past three years.Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Luca Passa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €7.32, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Machinery industry in Italy. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.98 per share.Declared Dividend • May 03Dividend reduced to €0.10Dividend of €0.10 is 1.0% lower than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased by an average of 5.0% per year over the past 3 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to decline by 9.1% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.공시 • May 02Industrie De Nora S.p.A. announces Annual dividend, payable on May 20, 2026Industrie De Nora S.p.A. announced Annual dividend of EUR 0.1030 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.공시 • Mar 30Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2026Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time.Major Estimate Revision • Mar 25Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.338 to €0.292 per share. Revenue forecast steady at €796.1m. Net income forecast to shrink 24% next year vs 23% growth forecast for Machinery industry in Italy . Consensus price target down from €9.65 to €9.35. Share price fell 3.9% to €5.73 over the past week.Reported Earnings • Mar 22Full year 2025 earnings released: EPS: €0.41 (vs €0.42 in FY 2024)Full year 2025 results: EPS: €0.41 (down from €0.42 in FY 2024). Revenue: €875.0m (flat on FY 2024). Net income: €82.3m (down 1.2% from FY 2024). Profit margin: 9.4% (in line with FY 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.분석 기사 • Jan 21Is Industrie De Nora (BIT:DNR) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Nov 07Industrie De Nora S.p.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextInvestors in Industrie De Nora S.p.A. ( BIT:DNR ) had a good week, as its shares rose 4.8% to close at €7.66 following...Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: €0.12 (up from €0.063 in 3Q 2024). Revenue: €223.7m (up 11% from 3Q 2024). Net income: €24.8m (up 100% from 3Q 2024). Profit margin: 11% (up from 6.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.New Risk • Nov 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin).분석 기사 • Oct 22Is Industrie De Nora (BIT:DNR) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.14, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Machinery industry in Italy. Total loss to shareholders of 47% over the past three years.분석 기사 • Oct 01Industrie De Nora S.p.A.'s (BIT:DNR) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Industrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 18.6x is...분석 기사 • Sep 03Returns At Industrie De Nora (BIT:DNR) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.098 (vs €0.11 in 2Q 2024)Second quarter 2025 results: EPS: €0.098 (down from €0.11 in 2Q 2024). Revenue: €213.9m (flat on 2Q 2024). Net income: €19.4m (down 12% from 2Q 2024). Profit margin: 9.1% (down from 10% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.분석 기사 • Jul 22We Think Industrie De Nora (BIT:DNR) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Jun 30Earnings Not Telling The Story For Industrie De Nora S.p.A. (BIT:DNR)There wouldn't be many who think Industrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 16.1x is...Major Estimate Revision • May 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.406 to €0.357 per share. Revenue forecast steady at €879.9m. Net income forecast to shrink 10% next year vs 19% growth forecast for Machinery industry in Italy . Consensus price target broadly unchanged at €10.38. Share price fell 3.8% to €6.63 over the past week.분석 기사 • May 17Industrie De Nora S.p.A. (BIT:DNR) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Industrie De Nora S.p.A. ( BIT:DNR ) shareholders, because the company has just released its...Reported Earnings • May 15Full year 2024 earnings released: EPS: €0.42 (vs €1.14 in FY 2023)Full year 2024 results: EPS: €0.42 (down from €1.14 in FY 2023). Revenue: €862.6m (flat on FY 2023). Net income: €83.3m (down 64% from FY 2023). Profit margin: 9.7% (down from 27% in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Machinery industry in Italy.Board Change • May 15Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Giorgio Metta 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.분석 기사 • May 14Industrie De Nora (BIT:DNR) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Upcoming Dividend • May 12Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Italian dividend payers (5.5%). In line with average of industry peers (1.7%).New Risk • Apr 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (9.7% net profit margin).분석 기사 • Mar 29Industrie De Nora S.p.A. (BIT:DNR) Shares May Have Slumped 29% But Getting In Cheap Is Still UnlikelyIndustrie De Nora S.p.A. ( BIT:DNR ) shares have had a horrible month, losing 29% after a relatively good period...분석 기사 • Mar 22Industrie De Nora's (BIT:DNR) Dividend Is Being Reduced To €0.104Industrie De Nora S.p.A. ( BIT:DNR ) has announced that on 21st of May, it will be paying a dividend of€0.104, which a...공시 • Mar 21Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2025Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2025, at 10:00 W. Europe Standard Time.Declared Dividend • Mar 21Dividend reduced to €0.10Dividend of €0.10 is 15% lower than last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased by an average of 6.9% per year over the past 2 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 20Industrie De Nora S.p.A. announces Annual dividend, payable on May 21, 2025Industrie De Nora S.p.A. announced Annual dividend of EUR 0.1040 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €7.72, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Machinery industry in Italy. Total loss to shareholders of 41% over the past year.분석 기사 • Mar 07Industrie De Nora (BIT:DNR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Feb 22+ 3 more updatesIndustrie De Nora S.p.A. to Report Nine Months, 2025 Results on Nov 04, 2025Industrie De Nora S.p.A. announced that they will report nine months, 2025 results on Nov 04, 2025New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (10% net profit margin).Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €8.66, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Machinery industry in Italy. Total loss to shareholders of 43% over the past year.분석 기사 • Feb 12There's Reason For Concern Over Industrie De Nora S.p.A.'s (BIT:DNR) PriceIndustrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 16.1x might make it look like a sell right...Price Target Changed • Jan 20Price target decreased by 7.6% to €10.90Down from €11.80, the current price target is an average from 5 analysts. New target price is 49% above last closing price of €7.34. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.분석 기사 • Dec 17Industrie De Nora (BIT:DNR) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Price Target Changed • Nov 29Price target decreased by 7.7% to €12.00Down from €13.00, the current price target is an average from 5 analysts. New target price is 50% above last closing price of €8.00. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (10.0% net profit margin).분석 기사 • Nov 12Weak Statutory Earnings May Not Tell The Whole Story For Industrie De Nora (BIT:DNR)Industrie De Nora S.p.A.'s ( BIT:DNR ) recent weak earnings report didn't cause a big stock movement. Our analysis...분석 기사 • Nov 08Industrie De Nora S.p.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Industrie De Nora S.p.A. ( BIT:DNR ) last week released its latest third-quarter, and things did not...Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.063 (down from €0.75 in 3Q 2023). Revenue: €200.9m (down 4.6% from 3Q 2023). Net income: €12.5m (down 92% from 3Q 2023). Profit margin: 6.2% (down from 72% in 3Q 2023). Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Italy.Buy Or Sell Opportunity • Nov 04Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €9.01. The fair value is estimated to be €7.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 135%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 55% in the next 2 years.분석 기사 • Nov 04These 4 Measures Indicate That Industrie De Nora (BIT:DNR) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Oct 09Now 24% overvaluedOver the last 90 days, the stock has fallen 20% to €9.19. The fair value is estimated to be €7.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 135%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 55% in the next 2 years.공시 • Oct 07Industrie De Nora S.p.A. to Report Q3, 2024 Results on Nov 05, 2024Industrie De Nora S.p.A. announced that they will report Q3, 2024 results on Nov 05, 2024분석 기사 • Oct 04Is Industrie De Nora S.p.A. (BIT:DNR) Worth €9.2 Based On Its Intrinsic Value?Key Insights The projected fair value for Industrie De Nora is €7.42 based on 2 Stage Free Cash Flow to Equity...Buy Or Sell Opportunity • Sep 11Now 24% overvaluedOver the last 90 days, the stock has fallen 21% to €9.36. The fair value is estimated to be €7.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 135%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 55% in the next 2 years.Price Target Changed • Aug 07Price target decreased by 8.3% to €15.08Down from €16.44, the current price target is an average from 5 analysts. New target price is 47% above last closing price of €10.29. Stock is down 47% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €1.14 last year.Major Estimate Revision • Aug 06Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €890.7m to €880.6m. EPS estimate also fell from €0.386 per share to €0.34 per share. Net income forecast to shrink 66% next year vs 4.2% growth forecast for Machinery industry in Italy . Consensus price target down from €16.44 to €16.08. Share price fell 4.8% to €10.39 over the past week.분석 기사 • Aug 02Industrie De Nora S.p.A. (BIT:DNR) Just Released Its Second-Quarter Earnings: Here's What Analysts ThinkLast week, you might have seen that Industrie De Nora S.p.A. ( BIT:DNR ) released its second-quarter result to the...Reported Earnings • Jul 31Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €210.1m (up 2.5% from 2Q 2023). Net income: €22.1m (up 1.7% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Italy.분석 기사 • Jul 21Industrie De Nora (BIT:DNR) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...분석 기사 • Jun 16Does Industrie De Nora (BIT:DNR) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 58% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).New Risk • May 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 58% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 58% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio).Upcoming Dividend • May 13Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.3%).분석 기사 • May 12Analysts Have Made A Financial Statement On Industrie De Nora S.p.A.'s (BIT:DNR) First-Quarter ReportInvestors in Industrie De Nora S.p.A. ( BIT:DNR ) had a good week, as its shares rose 6.0% to close at €13.28 following...New Risk • May 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 32% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio).Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €190.4m (down 13% from 1Q 2023). Net income: €18.0m (down 27% from 1Q 2023). Profit margin: 9.5% (down from 11% in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Italy.Price Target Changed • Apr 05Price target decreased by 7.1% to €17.43Down from €18.77, the current price target is an average from 6 analysts. New target price is 33% above last closing price of €13.11. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.44 for next year compared to €1.15 last year.분석 기사 • Mar 25Industrie De Nora's (BIT:DNR) Earnings Are Weaker Than They SeemInvestors were disappointed with Industrie De Nora S.p.A.'s ( BIT:DNR ) earnings, despite the strong profit numbers...Major Estimate Revision • Mar 25Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €982.5m to €934.9m. EPS estimate also fell from €0.553 per share to €0.459 per share. Net income forecast to shrink 60% next year vs 1.8% growth forecast for Machinery industry in Italy . Consensus price target down from €18.77 to €17.60. Share price was steady at €13.35 over the past week.분석 기사 • Mar 21Analyst Estimates: Here's What Brokers Think Of Industrie De Nora S.p.A. (BIT:DNR) After Its Annual ReportIndustrie De Nora S.p.A. ( BIT:DNR ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €1.15 (vs €0.47 in FY 2022)Full year 2023 results: EPS: €1.15 (up from €0.47 in FY 2022). Revenue: €871.1m (up 1.6% from FY 2022). Net income: €231.1m (up 158% from FY 2022). Profit margin: 27% (up from 10% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Italy.Buy Or Sell Opportunity • Mar 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to €14.37. The fair value is estimated to be €11.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to decline by 40% in the next 2 years.분석 기사 • Mar 02Is Industrie De Nora S.p.A. (BIT:DNR) Worth €15.1 Based On Its Intrinsic Value?Key Insights Industrie De Nora's estimated fair value is €11.99 based on 2 Stage Free Cash Flow to Equity Industrie De...공시 • Feb 18Industrie De Nora S.p.A. to Report Fiscal Year 2023 Results on Mar 18, 2024Industrie De Nora S.p.A. announced that they will report fiscal year 2023 results on Mar 18, 2024Major Estimate Revision • Feb 16Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €864.9m to €855.8m. EPS estimate rose from €1.09 to €1.21. Net income forecast to shrink 36% next year vs 1.3% growth forecast for Machinery industry in Italy . Consensus price target of €17.79 unchanged from last update. Share price rose 9.9% to €15.38 over the past week.분석 기사 • Jan 25Does Industrie De Nora (BIT:DNR) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €16.31, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Machinery industry in Italy. Total returns to shareholders of 8.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.63 per share.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €15.22, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Machinery industry in Italy. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €9.02 per share.Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €211.3m (up 2.2% from 3Q 2022). Net income: €151.9m (up €127.9m from 3Q 2022). Profit margin: 72% (up from 12% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in Italy.Price Target Changed • Oct 20Price target decreased by 9.2% to €22.25Down from €24.50, the current price target is an average from 2 analysts. New target price is 59% above last closing price of €13.98. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of €1.11 for next year compared to €0.47 last year.공시 • Oct 11Industrie De Nora S.p.A. to Report Q3, 2023 Results on Nov 09, 2023Industrie De Nora S.p.A. announced that they will report Q3, 2023 results on Nov 09, 2023Major Estimate Revision • Aug 10Consensus EPS estimates increase by 39%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €933.2m to €907.2m. EPS estimate rose from €0.569 to €0.792. Net income forecast to grow 49% next year vs 7.4% growth forecast for Machinery industry in Italy. Consensus price target of €24.67 unchanged from last update. Share price rose 6.6% to €19.41 over the past week.분석 기사 • Aug 03Industrie De Nora S.p.A. (BIT:DNR) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIndustrie De Nora S.p.A. ( BIT:DNR ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: €0.11 (vs €0.077 in 2Q 2022)Second quarter 2023 results: EPS: €0.11 (up from €0.077 in 2Q 2022). Revenue: €205.5m (down 2.6% from 2Q 2022). Net income: €21.7m (up 57% from 2Q 2022). Profit margin: 11% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Machinery industry in Italy.New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.분석 기사 • Jul 26Industrie De Nora (BIT:DNR) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...공시 • Jul 04Industrie De Nora S.p.A. to Report First Half, 2023 Results on Aug 01, 2023Industrie De Nora S.p.A. announced that they will report first half, 2023 results on Aug 01, 2023Reported Earnings • May 12First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €218.3m (up 8.3% from 1Q 2022). Net income: €25.0m (down 4.2% from 1Q 2022). Profit margin: 12% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Machinery industry in Italy.분석 기사 • Apr 15We Like Industrie De Nora's (BIT:DNR) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by the solid earnings posted by Industrie De Nora S.p.A. ( BIT:DNR ) recently. Along...Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €0.45 (up from €0.37 in FY 2021). Revenue: €859.3m (up 39% from FY 2021). Net income: €89.7m (up 35% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Machinery industry in Italy.분석 기사 • Jan 05Estimating The Fair Value Of Industrie De Nora S.p.A. (BIT:DNR)Key Insights Industrie De Nora's estimated fair value is €18.5 based on 2 Stage Free Cash Flow to Equity Current share...Buying Opportunity • Dec 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €18.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.분석 기사 • Dec 10Industrie De Nora S.p.A. (BIT:DNR) Looks Just RightIndustrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 35.4x might make it look like a strong...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 9 non-independent directors. Independent Director Mario Cesari was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.12. Net income: €24.2m (up €24.2m from 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Machinery industry in Italy.분석 기사 • Oct 01An Intrinsic Calculation For Industrie De Nora S.p.A. (BIT:DNR) Suggests It's 42% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Industrie De Nora...Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €16.89, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 10x in the Machinery industry in Italy.Reported Earnings • Aug 07Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: €0.077. Revenue: €211.0m (flat on 2Q 2021). Net income: €13.8m (up €13.8m from 2Q 2021). Profit margin: 6.5% (up from null in 2Q 2021).공시 • Jul 01Industrie De Nora S.p.A. has completed an IPO in the amount of €473.521707 million.Industrie De Nora S.p.A. has completed an IPO in the amount of €473.521707 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,075,682 Price\Range: €13.5 Transaction Features: Regulation S; Rule 144A; Sponsor Backed Offering이익 및 매출 성장 예측BIT:DNR - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,022N/AN/AN/A312/31/2027915764497512/31/202685764N/A10033/31/202686085-369N/A12/31/20258828244118N/A9/30/20259029135101N/A6/30/2025887792493N/A3/31/20258828144109N/A12/31/20248718347111N/A9/30/20248408466145N/A6/30/202484922457131N/A3/31/202484122356137N/A12/31/202386823052140N/A9/30/202387122446115N/A6/30/20238679656125N/A3/31/2023873883393N/A12/31/20228579067113N/A9/30/2022830894285N/A6/30/202277683846N/A3/31/202270982-43-8N/A12/31/202161967-47-16N/A12/31/2020505334169N/A12/31/201952529N/A61N/A12/31/201848226N/A31N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.9%).수익 vs 시장: DNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.9%).고성장 수익: DNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: DNR 의 수익(연간 6%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DNR 의 수익(연간 6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DNR의 자본 수익률은 3년 후 7.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/03 13:05종가2026/06/03 00:00수익2026/03/31연간 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 소스Industrie De Nora S.p.A.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrea BelloliBanca Akros S.p.A. (ESN)Vincenzo Antonio BuonoBanca Akros S.p.A. (ESN)Alexander VirgoBofA Global Research4명의 분석가 더 보기
Major Estimate Revision • Mar 25Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.338 to €0.292 per share. Revenue forecast steady at €796.1m. Net income forecast to shrink 24% next year vs 23% growth forecast for Machinery industry in Italy . Consensus price target down from €9.65 to €9.35. Share price fell 3.9% to €5.73 over the past week.
분석 기사 • Nov 07Industrie De Nora S.p.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextInvestors in Industrie De Nora S.p.A. ( BIT:DNR ) had a good week, as its shares rose 4.8% to close at €7.66 following...
Major Estimate Revision • May 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.406 to €0.357 per share. Revenue forecast steady at €879.9m. Net income forecast to shrink 10% next year vs 19% growth forecast for Machinery industry in Italy . Consensus price target broadly unchanged at €10.38. Share price fell 3.8% to €6.63 over the past week.
분석 기사 • May 17Industrie De Nora S.p.A. (BIT:DNR) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Industrie De Nora S.p.A. ( BIT:DNR ) shareholders, because the company has just released its...
Price Target Changed • Jan 20Price target decreased by 7.6% to €10.90Down from €11.80, the current price target is an average from 5 analysts. New target price is 49% above last closing price of €7.34. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.
Price Target Changed • Nov 29Price target decreased by 7.7% to €12.00Down from €13.00, the current price target is an average from 5 analysts. New target price is 50% above last closing price of €8.00. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.
공시 • May 27Industrie De Nora S.p.A. (BIT:DNR) entered into a binding agreement to acquire BW Water Pte Ltd from Bw Renewables Pte. Ltd. for an enterprise value of $66.5 million.Industrie De Nora S.p.A. (BIT:DNR) entered into a binding agreement to acquire BW Water Pte Ltd from Bw Renewables Pte. Ltd. for an enterprise value of $66.5 million on May 26, 2026. The acquisition will be financed through a $69.88 million (EUR 60 million), 5 years amortizing term loan facility. For the period ending December 31, 2025, BW Water Pte Ltd reported total revenue of $91.5 million and EBITDA of $3 million. The transaction is subject to customary conditions precedent, including antitrust clearance from the German Federal Cartel Office, regulatory and certain third-party consents. The closing date is expected to be July 1, 2026. Withers KhattarWong acted as legal advisor for Industrie De Nora S.p.A. Lazard S.r.l. acted as financial advisor for Industrie De Nora S.p.A. Ernst & Young Italia acted as due diligence provider for Industrie De Nora S.p.A.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €7.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Machinery industry in Italy. Total loss to shareholders of 58% over the past three years.
Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Luca Passa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €7.32, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Machinery industry in Italy. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.98 per share.
Declared Dividend • May 03Dividend reduced to €0.10Dividend of €0.10 is 1.0% lower than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has decreased by an average of 5.0% per year over the past 3 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to decline by 9.1% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
공시 • May 02Industrie De Nora S.p.A. announces Annual dividend, payable on May 20, 2026Industrie De Nora S.p.A. announced Annual dividend of EUR 0.1030 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
공시 • Mar 30Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2026Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time.
Major Estimate Revision • Mar 25Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.338 to €0.292 per share. Revenue forecast steady at €796.1m. Net income forecast to shrink 24% next year vs 23% growth forecast for Machinery industry in Italy . Consensus price target down from €9.65 to €9.35. Share price fell 3.9% to €5.73 over the past week.
Reported Earnings • Mar 22Full year 2025 earnings released: EPS: €0.41 (vs €0.42 in FY 2024)Full year 2025 results: EPS: €0.41 (down from €0.42 in FY 2024). Revenue: €875.0m (flat on FY 2024). Net income: €82.3m (down 1.2% from FY 2024). Profit margin: 9.4% (in line with FY 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
분석 기사 • Jan 21Is Industrie De Nora (BIT:DNR) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Nov 07Industrie De Nora S.p.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextInvestors in Industrie De Nora S.p.A. ( BIT:DNR ) had a good week, as its shares rose 4.8% to close at €7.66 following...
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: €0.12 (up from €0.063 in 3Q 2024). Revenue: €223.7m (up 11% from 3Q 2024). Net income: €24.8m (up 100% from 3Q 2024). Profit margin: 11% (up from 6.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
New Risk • Nov 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin).
분석 기사 • Oct 22Is Industrie De Nora (BIT:DNR) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.14, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Machinery industry in Italy. Total loss to shareholders of 47% over the past three years.
분석 기사 • Oct 01Industrie De Nora S.p.A.'s (BIT:DNR) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Industrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 18.6x is...
분석 기사 • Sep 03Returns At Industrie De Nora (BIT:DNR) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.098 (vs €0.11 in 2Q 2024)Second quarter 2025 results: EPS: €0.098 (down from €0.11 in 2Q 2024). Revenue: €213.9m (flat on 2Q 2024). Net income: €19.4m (down 12% from 2Q 2024). Profit margin: 9.1% (down from 10% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 22We Think Industrie De Nora (BIT:DNR) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Jun 30Earnings Not Telling The Story For Industrie De Nora S.p.A. (BIT:DNR)There wouldn't be many who think Industrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 16.1x is...
Major Estimate Revision • May 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.406 to €0.357 per share. Revenue forecast steady at €879.9m. Net income forecast to shrink 10% next year vs 19% growth forecast for Machinery industry in Italy . Consensus price target broadly unchanged at €10.38. Share price fell 3.8% to €6.63 over the past week.
분석 기사 • May 17Industrie De Nora S.p.A. (BIT:DNR) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Industrie De Nora S.p.A. ( BIT:DNR ) shareholders, because the company has just released its...
Reported Earnings • May 15Full year 2024 earnings released: EPS: €0.42 (vs €1.14 in FY 2023)Full year 2024 results: EPS: €0.42 (down from €1.14 in FY 2023). Revenue: €862.6m (flat on FY 2023). Net income: €83.3m (down 64% from FY 2023). Profit margin: 9.7% (down from 27% in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Machinery industry in Italy.
Board Change • May 15Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Giorgio Metta 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.
분석 기사 • May 14Industrie De Nora (BIT:DNR) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Upcoming Dividend • May 12Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Italian dividend payers (5.5%). In line with average of industry peers (1.7%).
New Risk • Apr 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (9.7% net profit margin).
분석 기사 • Mar 29Industrie De Nora S.p.A. (BIT:DNR) Shares May Have Slumped 29% But Getting In Cheap Is Still UnlikelyIndustrie De Nora S.p.A. ( BIT:DNR ) shares have had a horrible month, losing 29% after a relatively good period...
분석 기사 • Mar 22Industrie De Nora's (BIT:DNR) Dividend Is Being Reduced To €0.104Industrie De Nora S.p.A. ( BIT:DNR ) has announced that on 21st of May, it will be paying a dividend of€0.104, which a...
공시 • Mar 21Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2025Industrie De Nora S.p.A., Annual General Meeting, Apr 29, 2025, at 10:00 W. Europe Standard Time.
Declared Dividend • Mar 21Dividend reduced to €0.10Dividend of €0.10 is 15% lower than last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased by an average of 6.9% per year over the past 2 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 20Industrie De Nora S.p.A. announces Annual dividend, payable on May 21, 2025Industrie De Nora S.p.A. announced Annual dividend of EUR 0.1040 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €7.72, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Machinery industry in Italy. Total loss to shareholders of 41% over the past year.
분석 기사 • Mar 07Industrie De Nora (BIT:DNR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Feb 22+ 3 more updatesIndustrie De Nora S.p.A. to Report Nine Months, 2025 Results on Nov 04, 2025Industrie De Nora S.p.A. announced that they will report nine months, 2025 results on Nov 04, 2025
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (10% net profit margin).
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €8.66, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Machinery industry in Italy. Total loss to shareholders of 43% over the past year.
분석 기사 • Feb 12There's Reason For Concern Over Industrie De Nora S.p.A.'s (BIT:DNR) PriceIndustrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 16.1x might make it look like a sell right...
Price Target Changed • Jan 20Price target decreased by 7.6% to €10.90Down from €11.80, the current price target is an average from 5 analysts. New target price is 49% above last closing price of €7.34. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.
분석 기사 • Dec 17Industrie De Nora (BIT:DNR) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Price Target Changed • Nov 29Price target decreased by 7.7% to €12.00Down from €13.00, the current price target is an average from 5 analysts. New target price is 50% above last closing price of €8.00. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €1.14 last year.
New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (10.0% net profit margin).
분석 기사 • Nov 12Weak Statutory Earnings May Not Tell The Whole Story For Industrie De Nora (BIT:DNR)Industrie De Nora S.p.A.'s ( BIT:DNR ) recent weak earnings report didn't cause a big stock movement. Our analysis...
분석 기사 • Nov 08Industrie De Nora S.p.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Industrie De Nora S.p.A. ( BIT:DNR ) last week released its latest third-quarter, and things did not...
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.063 (down from €0.75 in 3Q 2023). Revenue: €200.9m (down 4.6% from 3Q 2023). Net income: €12.5m (down 92% from 3Q 2023). Profit margin: 6.2% (down from 72% in 3Q 2023). Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Italy.
Buy Or Sell Opportunity • Nov 04Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €9.01. The fair value is estimated to be €7.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 135%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 55% in the next 2 years.
분석 기사 • Nov 04These 4 Measures Indicate That Industrie De Nora (BIT:DNR) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Oct 09Now 24% overvaluedOver the last 90 days, the stock has fallen 20% to €9.19. The fair value is estimated to be €7.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 135%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 55% in the next 2 years.
공시 • Oct 07Industrie De Nora S.p.A. to Report Q3, 2024 Results on Nov 05, 2024Industrie De Nora S.p.A. announced that they will report Q3, 2024 results on Nov 05, 2024
분석 기사 • Oct 04Is Industrie De Nora S.p.A. (BIT:DNR) Worth €9.2 Based On Its Intrinsic Value?Key Insights The projected fair value for Industrie De Nora is €7.42 based on 2 Stage Free Cash Flow to Equity...
Buy Or Sell Opportunity • Sep 11Now 24% overvaluedOver the last 90 days, the stock has fallen 21% to €9.36. The fair value is estimated to be €7.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 135%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 55% in the next 2 years.
Price Target Changed • Aug 07Price target decreased by 8.3% to €15.08Down from €16.44, the current price target is an average from 5 analysts. New target price is 47% above last closing price of €10.29. Stock is down 47% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €1.14 last year.
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €890.7m to €880.6m. EPS estimate also fell from €0.386 per share to €0.34 per share. Net income forecast to shrink 66% next year vs 4.2% growth forecast for Machinery industry in Italy . Consensus price target down from €16.44 to €16.08. Share price fell 4.8% to €10.39 over the past week.
분석 기사 • Aug 02Industrie De Nora S.p.A. (BIT:DNR) Just Released Its Second-Quarter Earnings: Here's What Analysts ThinkLast week, you might have seen that Industrie De Nora S.p.A. ( BIT:DNR ) released its second-quarter result to the...
Reported Earnings • Jul 31Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €210.1m (up 2.5% from 2Q 2023). Net income: €22.1m (up 1.7% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Italy.
분석 기사 • Jul 21Industrie De Nora (BIT:DNR) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 • Jun 16Does Industrie De Nora (BIT:DNR) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 58% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
New Risk • May 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 58% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 58% per year for the foreseeable future. High level of non-cash earnings (20% accrual ratio).
Upcoming Dividend • May 13Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.3%).
분석 기사 • May 12Analysts Have Made A Financial Statement On Industrie De Nora S.p.A.'s (BIT:DNR) First-Quarter ReportInvestors in Industrie De Nora S.p.A. ( BIT:DNR ) had a good week, as its shares rose 6.0% to close at €13.28 following...
New Risk • May 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 32% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio).
Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €190.4m (down 13% from 1Q 2023). Net income: €18.0m (down 27% from 1Q 2023). Profit margin: 9.5% (down from 11% in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Italy.
Price Target Changed • Apr 05Price target decreased by 7.1% to €17.43Down from €18.77, the current price target is an average from 6 analysts. New target price is 33% above last closing price of €13.11. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.44 for next year compared to €1.15 last year.
분석 기사 • Mar 25Industrie De Nora's (BIT:DNR) Earnings Are Weaker Than They SeemInvestors were disappointed with Industrie De Nora S.p.A.'s ( BIT:DNR ) earnings, despite the strong profit numbers...
Major Estimate Revision • Mar 25Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €982.5m to €934.9m. EPS estimate also fell from €0.553 per share to €0.459 per share. Net income forecast to shrink 60% next year vs 1.8% growth forecast for Machinery industry in Italy . Consensus price target down from €18.77 to €17.60. Share price was steady at €13.35 over the past week.
분석 기사 • Mar 21Analyst Estimates: Here's What Brokers Think Of Industrie De Nora S.p.A. (BIT:DNR) After Its Annual ReportIndustrie De Nora S.p.A. ( BIT:DNR ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €1.15 (vs €0.47 in FY 2022)Full year 2023 results: EPS: €1.15 (up from €0.47 in FY 2022). Revenue: €871.1m (up 1.6% from FY 2022). Net income: €231.1m (up 158% from FY 2022). Profit margin: 27% (up from 10% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Italy.
Buy Or Sell Opportunity • Mar 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to €14.37. The fair value is estimated to be €11.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to decline by 40% in the next 2 years.
분석 기사 • Mar 02Is Industrie De Nora S.p.A. (BIT:DNR) Worth €15.1 Based On Its Intrinsic Value?Key Insights Industrie De Nora's estimated fair value is €11.99 based on 2 Stage Free Cash Flow to Equity Industrie De...
공시 • Feb 18Industrie De Nora S.p.A. to Report Fiscal Year 2023 Results on Mar 18, 2024Industrie De Nora S.p.A. announced that they will report fiscal year 2023 results on Mar 18, 2024
Major Estimate Revision • Feb 16Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €864.9m to €855.8m. EPS estimate rose from €1.09 to €1.21. Net income forecast to shrink 36% next year vs 1.3% growth forecast for Machinery industry in Italy . Consensus price target of €17.79 unchanged from last update. Share price rose 9.9% to €15.38 over the past week.
분석 기사 • Jan 25Does Industrie De Nora (BIT:DNR) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €16.31, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Machinery industry in Italy. Total returns to shareholders of 8.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.63 per share.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €15.22, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Machinery industry in Italy. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €9.02 per share.
Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €211.3m (up 2.2% from 3Q 2022). Net income: €151.9m (up €127.9m from 3Q 2022). Profit margin: 72% (up from 12% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in Italy.
Price Target Changed • Oct 20Price target decreased by 9.2% to €22.25Down from €24.50, the current price target is an average from 2 analysts. New target price is 59% above last closing price of €13.98. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of €1.11 for next year compared to €0.47 last year.
공시 • Oct 11Industrie De Nora S.p.A. to Report Q3, 2023 Results on Nov 09, 2023Industrie De Nora S.p.A. announced that they will report Q3, 2023 results on Nov 09, 2023
Major Estimate Revision • Aug 10Consensus EPS estimates increase by 39%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €933.2m to €907.2m. EPS estimate rose from €0.569 to €0.792. Net income forecast to grow 49% next year vs 7.4% growth forecast for Machinery industry in Italy. Consensus price target of €24.67 unchanged from last update. Share price rose 6.6% to €19.41 over the past week.
분석 기사 • Aug 03Industrie De Nora S.p.A. (BIT:DNR) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIndustrie De Nora S.p.A. ( BIT:DNR ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: €0.11 (vs €0.077 in 2Q 2022)Second quarter 2023 results: EPS: €0.11 (up from €0.077 in 2Q 2022). Revenue: €205.5m (down 2.6% from 2Q 2022). Net income: €21.7m (up 57% from 2Q 2022). Profit margin: 11% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Machinery industry in Italy.
New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
분석 기사 • Jul 26Industrie De Nora (BIT:DNR) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
공시 • Jul 04Industrie De Nora S.p.A. to Report First Half, 2023 Results on Aug 01, 2023Industrie De Nora S.p.A. announced that they will report first half, 2023 results on Aug 01, 2023
Reported Earnings • May 12First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €218.3m (up 8.3% from 1Q 2022). Net income: €25.0m (down 4.2% from 1Q 2022). Profit margin: 12% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Machinery industry in Italy.
분석 기사 • Apr 15We Like Industrie De Nora's (BIT:DNR) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by the solid earnings posted by Industrie De Nora S.p.A. ( BIT:DNR ) recently. Along...
Reported Earnings • Mar 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €0.45 (up from €0.37 in FY 2021). Revenue: €859.3m (up 39% from FY 2021). Net income: €89.7m (up 35% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Machinery industry in Italy.
분석 기사 • Jan 05Estimating The Fair Value Of Industrie De Nora S.p.A. (BIT:DNR)Key Insights Industrie De Nora's estimated fair value is €18.5 based on 2 Stage Free Cash Flow to Equity Current share...
Buying Opportunity • Dec 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €18.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
분석 기사 • Dec 10Industrie De Nora S.p.A. (BIT:DNR) Looks Just RightIndustrie De Nora S.p.A.'s ( BIT:DNR ) price-to-earnings (or "P/E") ratio of 35.4x might make it look like a strong...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 9 non-independent directors. Independent Director Mario Cesari was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.12. Net income: €24.2m (up €24.2m from 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Machinery industry in Italy.
분석 기사 • Oct 01An Intrinsic Calculation For Industrie De Nora S.p.A. (BIT:DNR) Suggests It's 42% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Industrie De Nora...
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €16.89, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 10x in the Machinery industry in Italy.
Reported Earnings • Aug 07Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: €0.077. Revenue: €211.0m (flat on 2Q 2021). Net income: €13.8m (up €13.8m from 2Q 2021). Profit margin: 6.5% (up from null in 2Q 2021).
공시 • Jul 01Industrie De Nora S.p.A. has completed an IPO in the amount of €473.521707 million.Industrie De Nora S.p.A. has completed an IPO in the amount of €473.521707 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,075,682 Price\Range: €13.5 Transaction Features: Regulation S; Rule 144A; Sponsor Backed Offering