View ValuationNeste Oyj 향후 성장Future 기준 점검 2/6Neste Oyj (는) 각각 연간 10.8% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.1% 로 예상됩니다.핵심 정보10.8%이익 성장률10.77%EPS 성장률Oil and Gas 이익 성장6.3%매출 성장률7.9%향후 자기자본이익률13.06%애널리스트 커버리지Good마지막 업데이트20 May 2026최근 향후 성장 업데이트공시 • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €27.53, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.93 per share.Buy Or Sell Opportunity • May 04Now 31% undervaluedOver the last 90 days, the stock has risen 17% to €22.86. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.69 (vs €0.052 loss in 1Q 2025)First quarter 2026 results: EPS: €0.69 (up from €0.052 loss in 1Q 2025). Revenue: €5.17b (up 3.1% from 1Q 2025). Net income: €533.0m (up €573.0m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.3% 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 (32% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future.Buy Or Sell Opportunity • Apr 16Now 28% undervaluedOver the last 90 days, the stock has risen 5.7% to €21.49. The fair value is estimated to be €29.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.공시 • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 49% to €28.86. The fair value is estimated to be €36.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 07 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (4.3%).Buy Or Sell Opportunity • Mar 05Now 29% undervaluedOver the last 90 days, the stock has risen 7.3% to €19.10. The fair value is estimated to be €26.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.공시 • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.Declared Dividend • Feb 07Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 1.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (107% earnings payout ratio). However, it is well covered by cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. EPS is expected to grow by 120% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.Reported Earnings • Feb 06Full year 2025 earnings released: EPS: €0.19 (vs €0.12 loss in FY 2024)Full year 2025 results: EPS: €0.19 (up from €0.12 loss in FY 2024). Revenue: €19.0b (down 7.8% from FY 2024). Net income: €144.0m (up €239.0m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공시 • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).New Risk • Oct 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change).Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: €0.14 (vs €0.03 in 3Q 2024)Third quarter 2025 results: EPS: €0.14 (up from €0.03 in 3Q 2024). Revenue: €4.53b (down 19% from 3Q 2024). Net income: €106.0m (up 361% from 3Q 2024). Profit margin: 2.3% (up from 0.4% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.공시 • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.Buy Or Sell Opportunity • Oct 17Now 21% undervaluedOver the last 90 days, the stock has risen 24% to €16.45. The fair value is estimated to be €20.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.공시 • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.Buy Or Sell Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock has risen 43% to €14.44. The fair value is estimated to be €18.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jul 30Now 26% undervaluedOver the last 90 days, the stock has risen 52% to €13.99. The fair value is estimated to be €18.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Jul 25Second quarter 2025 earnings released: €0.05 loss per share (vs €0.19 loss in 2Q 2024)Second quarter 2025 results: €0.05 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €4.51b (down 2.8% from 2Q 2024). Net loss: €36.0m (loss narrowed 75% from 2Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.공시 • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.Buy Or Sell Opportunity • May 29Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to €7.86. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €9.23. The fair value is estimated to be €11.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 29First quarter 2025 earnings released: €0.052 loss per share (vs €0.21 profit in 1Q 2024)First quarter 2025 results: €0.052 loss per share (down from €0.21 profit in 1Q 2024). Revenue: €5.02b (up 4.5% from 1Q 2024). Net loss: €40.0m (down 125% from profit in 1Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.공시 • Nov 09Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V.Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V. on November 8, 2023. After this transaction Neste Oyj (HLSE:NESTE) Holds 80% stake in Neste Demeter B.V. Neste has also agreed to acquire the remaining shares of Neste Demeter B.V. over the next few years as agreed with the minority shareholders. Neste Oyj (HLSE:NESTE) completed the acquisition of additional 29% stake in Neste Demeter B.V. on November 8, 2023.이익 및 매출 성장 예측BIT:1NESTE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202823,9031,6391,8862,5431212/31/202723,7831,6261,7072,3941312/31/202621,1161,9921,5332,608113/31/202619,1627171,5852,446N/A12/31/202519,0161448251,747N/A9/30/202519,630-1055921,577N/A6/30/202520,720-1894041,697N/A3/31/202520,850-297-2911,237N/A12/31/202420,634-95-3981,154N/A9/30/202421,371440-675974N/A6/30/202421,720956401,447N/A3/31/202422,4291,3585111,858N/A12/31/202322,9261,4338492,279N/A9/30/202323,1841,5478922,330N/A6/30/202323,7941,1453142,376N/A3/31/202325,4821,4873132,213N/A12/31/202225,7071,888-5241,197N/A9/30/202224,1121,8301321,658N/A6/30/202221,5552,2011931,196N/A3/31/202217,5392,0344991,508N/A12/31/202115,1481,7711,0171,994N/A9/30/202111,8151,3201,1542,099N/A6/30/202110,6701,1591,4232,216N/A3/31/202110,2198869841,711N/A12/31/202010,3577121,2952,057N/A9/30/202011,2981,6409581,746N/A6/30/202012,3781,5615581,307N/A3/31/202013,8631,6958541,549N/A12/31/201914,3621,788N/A1,456N/A9/30/201913,995981N/A988N/A6/30/201913,918883N/A1,178N/A3/31/201913,606722N/A1,229N/A12/31/201813,466775N/A1,452N/A9/30/201813,410894N/A1,369N/A6/30/201812,755992N/A1,511N/A3/31/201812,2901,058N/A1,373N/A12/31/201711,732911N/A1,094N/A9/30/201710,720927N/A1,044N/A6/30/201710,525912N/A860N/A3/31/201710,173926N/A1,120N/A12/31/20169,408939N/A1,193N/A9/30/20168,966886N/A1,178N/A6/30/20168,956762N/A1,294N/A3/31/20168,632591N/A1,045N/A12/31/20159,070558N/A743N/A9/30/20159,982328N/A715N/A6/30/201510,804215N/A249N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1NESTE 의 연간 예상 수익 증가율(10.8%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1NESTE 의 연간 수익(10.8%)이 Italian 시장(10.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 1NESTE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1NESTE 의 수익(연간 7.9%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1NESTE 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1NESTE의 자본 수익률은 3년 후 13.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 11:36종가2026/05/21 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 소스Neste Oyj는 34명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alejandro VigilBanco SantanderNaisheng CuiBarclaysHenry TarrBerenberg31명의 분석가 더 보기
공시 • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €27.53, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.93 per share.
Buy Or Sell Opportunity • May 04Now 31% undervaluedOver the last 90 days, the stock has risen 17% to €22.86. The fair value is estimated to be €33.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.69 (vs €0.052 loss in 1Q 2025)First quarter 2026 results: EPS: €0.69 (up from €0.052 loss in 1Q 2025). Revenue: €5.17b (up 3.1% from 1Q 2025). Net income: €533.0m (up €573.0m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.3% 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 (32% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future.
Buy Or Sell Opportunity • Apr 16Now 28% undervaluedOver the last 90 days, the stock has risen 5.7% to €21.49. The fair value is estimated to be €29.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
공시 • Mar 25+ 1 more updateNeste Corporation Announces Composition of Personnel and Remuneration CommitteeNeste Corporation convened after the Annual General Meeting on March 25, 2026, and elected the members of Personnel and Remuneration Committee. Pasi Laine was elected as Chair and Nick Elmslie, Conrad Keijzer and Sari Mannonen as members of the Personnel and Remuneration Committee.
Buy Or Sell Opportunity • Mar 23Now 21% undervaluedOver the last 90 days, the stock has risen 49% to €28.86. The fair value is estimated to be €36.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Upcoming Dividend • Mar 19Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 07 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (4.3%).
Buy Or Sell Opportunity • Mar 05Now 29% undervaluedOver the last 90 days, the stock has risen 7.3% to €19.10. The fair value is estimated to be €26.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
공시 • Mar 05Neste Corporation Announces Management Changes, Effective 1 April 2026Neste Corporation appointed new leadership team members as part of an organizational change that primarily affects the company's Renewable Products business. As of 1 April 2026, Renewable Products commercial, refining, and feedstock sourcing and trading will be represented in Neste's leadership team. At the same time, Neste will establish a Renewable Products, North America business unit, responsible for all renewable products business in North America, including regional feedstock and commercial operations as well as Martinez joint venture. From 1 April 2026 onwards, Neste's leadership team members will consist of Heikki Malinen, President and CEO, and the following leadership team members, who will all report to the President and CEO: Jori Sahlsten, Executive Vice President, Oil Products business area; Artturi Mikkola, Senior Vice President, Renewable Products Feedstock Sourcing and Trading; Jukka Kanerva, Senior Vice President, Renewable Products Refining; Carl Nyberg, Senior Vice President, Renewable Products Commercial; N.N., President, Renewable Products, North America (Carl Nyberg as interim); Markku Korvenranta, Executive Vice President and Chief Operating Officer (COO); Eeva Sipilä, Chief Financial Officer (CFO); Hannele Jakosuo-Jansson, Executive Vice President, People & Culture. These changes will not affect Neste's financial reporting segments.
Declared Dividend • Feb 07Dividend of €0.20 announcedDividend of €0.20 is the same as last year. Ex-date: 26th March 2026 Payment date: 7th April 2026 Dividend yield will be 1.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (107% earnings payout ratio). However, it is well covered by cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. EPS is expected to grow by 120% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Feb 07Neste Corporation Appoints Jukka Siukosaari as Senior Vice President, Public Affairs and Geopolitics, Effective June 1, 2026Neste Corporation has appointed Jukka Siukosaari, MSc (Econ.), as Senior Vice President, Public Affairs and Geopolitics, effective June 1, 2026. He will report to Heikki Malinen, President and CEO of Neste and be a member of Neste’s Extended Leadership Team. Siukosaari will join Neste from the Ministry of Foreign Affairs where he currently serves as Ambassador of Finland to the Kingdom of Denmark. Previously he has served as Finland’s ambassador to the United Kingdom, Japan and Argentina as well as the Permanent Representative to the IMO (International Maritime Organization). From 2018 to 2021 he was Chief of Staff at the Office of the President of the Republic of Finland.
Reported Earnings • Feb 06Full year 2025 earnings released: EPS: €0.19 (vs €0.12 loss in FY 2024)Full year 2025 results: EPS: €0.19 (up from €0.12 loss in FY 2024). Revenue: €19.0b (down 7.8% from FY 2024). Net income: €144.0m (up €239.0m from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공시 • Feb 06+ 1 more updateNeste Oyj Proposes Dividend for 2025, Payable on 7 April 2026Board of Neste Oyj Directors will propose a dividend of EUR 0.20 (EUR 0.20) per share for 2025, totaling EUR 154 (EUR 154) million The dividend shall be paid in one installment to shareholders registered in the shareholders' register of the Company maintained by Euroclear Finland Ltd. on the record date for the dividend payment, which shall be 27 March 2026. The Board proposes to the AGM that the dividend would be paid on 7 April 2026. The proposed dividend EUR 0.20 per share represents a yield of 1.0% (at year-end 2025 share price of EUR 19.41).
New Risk • Oct 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change).
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: €0.14 (vs €0.03 in 3Q 2024)Third quarter 2025 results: EPS: €0.14 (up from €0.03 in 3Q 2024). Revenue: €4.53b (down 19% from 3Q 2024). Net income: €106.0m (up 361% from 3Q 2024). Profit margin: 2.3% (up from 0.4% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
공시 • Oct 29Neste Oyj Announces Guidance Unchanged for 2025Neste Oyj announced guidance unchanged. for 2025 For the year, the company expected renewable products' sales volumes in 2025 are expected to be higher than in 2024. Oil Products' sales volumes in 2025 are expected to be higher than in 2024.
Buy Or Sell Opportunity • Oct 17Now 21% undervaluedOver the last 90 days, the stock has risen 24% to €16.45. The fair value is estimated to be €20.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.
공시 • Aug 20+ 5 more updatesNeste Oyj, Annual General Meeting, Mar 25, 2026Neste Oyj, Annual General Meeting, Mar 25, 2026.
Buy Or Sell Opportunity • Aug 18Now 21% undervaluedOver the last 90 days, the stock has risen 43% to €14.44. The fair value is estimated to be €18.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jul 30Now 26% undervaluedOver the last 90 days, the stock has risen 52% to €13.99. The fair value is estimated to be €18.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Jul 25Second quarter 2025 earnings released: €0.05 loss per share (vs €0.19 loss in 2Q 2024)Second quarter 2025 results: €0.05 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €4.51b (down 2.8% from 2Q 2024). Net loss: €36.0m (loss narrowed 75% from 2Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
공시 • Jun 09Neste Corporation Appoints Members to Shareholders' Nomination BoardNeste Corporation has appointed the following members to the Shareholders' Nomination Board: Director General Maija Strandberg of the Ownership Steering Department in the Prime Minister's Office of Finland, as the Chair, and Senior Vice President, Investments Timo Sallinen of Varma Mutual Pension Insurance Company and Head of Equities Annika Ekman of Ilmarinen Mutual Pension Insurance Company, as its members. Pasi Laine, the Chair of Neste's Board of Directors, acts as an expert to the Nomination Board. According to the Charter for the Shareholders' Nomination Board, the members represent the company's three largest shareholders. Shareholders entitled to elect members to the Nomination Board are determined annually on the basis of the shareholders' register as of the first banking day in June. The Shareholders' Nomination Board is responsible for preparing and presenting proposals to the Annual General Meeting concerning Board members and the number of Board members. The Nomination Board shall forward its proposals to Neste's Board of Directors by January 31, 2026.
Buy Or Sell Opportunity • May 29Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to €7.86. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €9.23. The fair value is estimated to be €11.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 29First quarter 2025 earnings released: €0.052 loss per share (vs €0.21 profit in 1Q 2024)First quarter 2025 results: €0.052 loss per share (down from €0.21 profit in 1Q 2024). Revenue: €5.02b (up 4.5% from 1Q 2024). Net loss: €40.0m (down 125% from profit in 1Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
공시 • Nov 09Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V.Neste Oyj (HLSE:NESTE) acquired additional 29% stake in Neste Demeter B.V. on November 8, 2023. After this transaction Neste Oyj (HLSE:NESTE) Holds 80% stake in Neste Demeter B.V. Neste has also agreed to acquire the remaining shares of Neste Demeter B.V. over the next few years as agreed with the minority shareholders. Neste Oyj (HLSE:NESTE) completed the acquisition of additional 29% stake in Neste Demeter B.V. on November 8, 2023.