View Future GrowthNemetschek 과거 순이익 실적과거 기준 점검 6/6Nemetschek은 연평균 11.2%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 22.7% 감소했습니다. 매출은 연평균 13.3%의 비율로 증가했습니다. Nemetschek의 자기자본이익률은 22.5%이고 순이익률은 19.1%입니다.핵심 정보11.24%순이익 성장률11.24%주당순이익(EPS) 성장률Software 산업 성장률10.11%매출 성장률13.32%자기자본이익률22.55%순이익률19.05%다음 순이익 업데이트30 Jul 2026최근 과거 실적 업데이트Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €0.48 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (up from €0.34 in 3Q 2024). Revenue: €295.1m (up 17% from 3Q 2024). Net income: €55.3m (up 41% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.45 (vs €0.36 in 2Q 2024)Second quarter 2025 results: EPS: €0.45 (up from €0.36 in 2Q 2024). Revenue: €294.7m (up 30% from 2Q 2024). Net income: €52.4m (up 25% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.39 (vs €0.37 in 1Q 2024)First quarter 2025 results: EPS: €0.39 (up from €0.37 in 1Q 2024). Revenue: €282.8m (up 26% from 1Q 2024). Net income: €44.9m (up 5.5% from 1Q 2024). Profit margin: 16% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.모든 업데이트 보기Recent updatesUpcoming Dividend • May 15Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (1.9%).Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €70.45, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Software industry in Italy. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.공시 • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.공시 • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 16Dividend increased to €0.68Dividend of €0.68 is 24% higher than last year. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.공시 • Mar 14Nemetschek SE announces Annual dividend, payable on May 26, 2026Nemetschek SE announced Annual dividend of EUR 0.6800 per share payable on May 26, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.공시 • Feb 27Nemetschek Group Appoints Alok Sharma as Managing Director and Vice President for IndiaNemetschek Group has appointed Alok Sharma as managing director and vice president for India, underscoring the company's ambitions in one of the world's fastest-growing construction markets. The appointment comes as India accelerates investment in infrastructure, urban development and public sector modernisation, with digital tools increasingly central to efficiency, compliance and lifecycle management across construction projects. Based in Mumbai, Sharma will lead Nemetschek's India growth strategy. This strategy will focus on deeper enterprise and government engagement, expanding the local partner ecosystem and accelerating the shift towards subscription and SaaS-led digital construction models. A key priority will be scaling building information modelling (BIM) adoption across infrastructure and real estate projects. Sharma brings over 30 years of experience building and scaling software businesses across India and the Saarc region, with a strong focus on the architecture, engineering, construction and operations sectors. His background includes leading large enterprise deals, driving public sector engagements and guiding transitions from perpetual licensing to cloud-based delivery. The appointment signals Nemetschek's intent to consolidate its India operations and align its multi-brand technology portfolio with the country's expanding digital construction ambitions.New Risk • Feb 03New 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 5.4% 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.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €76.05, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Software industry in Italy. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.Buy Or Sell Opportunity • Jan 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €86.85. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.공시 • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €0.48 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (up from €0.34 in 3Q 2024). Revenue: €295.1m (up 17% from 3Q 2024). Net income: €55.3m (up 41% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.45 (vs €0.36 in 2Q 2024)Second quarter 2025 results: EPS: €0.45 (up from €0.36 in 2Q 2024). Revenue: €294.7m (up 30% from 2Q 2024). Net income: €52.4m (up 25% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 14Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.0%).Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.39 (vs €0.37 in 1Q 2024)First quarter 2025 results: EPS: €0.39 (up from €0.37 in 1Q 2024). Revenue: €282.8m (up 26% from 1Q 2024). Net income: €44.9m (up 5.5% from 1Q 2024). Profit margin: 16% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 09Nemetschek SE, Annual General Meeting, May 20, 2025Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time.매출 및 비용 세부 내역Nemetschek가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:1NEMX 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,22223352031 Dec 251,19121752030 Sep 251,15720437030 Jun 251,11718837031 Mar 251,05417844031 Dec 2499617544030 Sep 2492417131030 Jun 2489117731031 Mar 2487116831031 Dec 2385216131030 Sep 2383514837030 Jun 2381814237031 Mar 2381415637031 Dec 2280216237030 Sep 2278716629030 Jun 2275316129031 Mar 2271514829031 Dec 2168113529030 Sep 2165412627030 Jun 2163311727031 Mar 2160910527031 Dec 205979727030 Sep 205889930030 Jun 2057712830031 Mar 2057412930031 Dec 1955712730030 Sep 1953811938030 Jun 195148338031 Mar 194908038031 Dec 184637638030 Sep 184378433030 Jun 184188133031 Mar 184017733031 Dec 173967533030 Sep 173835330030 Jun 173715030031 Mar 173585030031 Dec 163394730030 Sep 163254827030 Jun 163124527031 Mar 162973927031 Dec 152863627030 Sep 152713317030 Jun 1525233170양질의 수익: 1NEMX는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 1NEMX의 현재 순 이익률 (19.1%)은 지난해 (16.9%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1NEMX의 수익은 지난 5년 동안 연평균 11.2% 증가했습니다.성장 가속화: 지난 1년간 1NEMX 의 수익 증가율(30.9%)은 연간 평균(11.2%)을 초과합니다.수익 대 산업: 1NEMX의 지난 1년 수익 증가율(30.9%)은 Software 업계의 8.9%를 상회했습니다.자기자본이익률높은 ROE: 1NEMX의 자본 수익률(22.5%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 14:31종가2026/05/22 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 소스Nemetschek SE는 30명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Knut WollerBaader Helvea Equity ResearchSven MerktBarclaysAlice JenningsBarclays27명의 분석가 더 보기
Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €0.48 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (up from €0.34 in 3Q 2024). Revenue: €295.1m (up 17% from 3Q 2024). Net income: €55.3m (up 41% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.45 (vs €0.36 in 2Q 2024)Second quarter 2025 results: EPS: €0.45 (up from €0.36 in 2Q 2024). Revenue: €294.7m (up 30% from 2Q 2024). Net income: €52.4m (up 25% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.39 (vs €0.37 in 1Q 2024)First quarter 2025 results: EPS: €0.39 (up from €0.37 in 1Q 2024). Revenue: €282.8m (up 26% from 1Q 2024). Net income: €44.9m (up 5.5% from 1Q 2024). Profit margin: 16% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 15Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (1.9%).
Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €70.45, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Software industry in Italy. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.
공시 • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.
공시 • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 16Dividend increased to €0.68Dividend of €0.68 is 24% higher than last year. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.
공시 • Mar 14Nemetschek SE announces Annual dividend, payable on May 26, 2026Nemetschek SE announced Annual dividend of EUR 0.6800 per share payable on May 26, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
공시 • Feb 27Nemetschek Group Appoints Alok Sharma as Managing Director and Vice President for IndiaNemetschek Group has appointed Alok Sharma as managing director and vice president for India, underscoring the company's ambitions in one of the world's fastest-growing construction markets. The appointment comes as India accelerates investment in infrastructure, urban development and public sector modernisation, with digital tools increasingly central to efficiency, compliance and lifecycle management across construction projects. Based in Mumbai, Sharma will lead Nemetschek's India growth strategy. This strategy will focus on deeper enterprise and government engagement, expanding the local partner ecosystem and accelerating the shift towards subscription and SaaS-led digital construction models. A key priority will be scaling building information modelling (BIM) adoption across infrastructure and real estate projects. Sharma brings over 30 years of experience building and scaling software businesses across India and the Saarc region, with a strong focus on the architecture, engineering, construction and operations sectors. His background includes leading large enterprise deals, driving public sector engagements and guiding transitions from perpetual licensing to cloud-based delivery. The appointment signals Nemetschek's intent to consolidate its India operations and align its multi-brand technology portfolio with the country's expanding digital construction ambitions.
New Risk • Feb 03New 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 5.4% 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.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €76.05, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Software industry in Italy. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.
Buy Or Sell Opportunity • Jan 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €86.85. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
공시 • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €0.48 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (up from €0.34 in 3Q 2024). Revenue: €295.1m (up 17% from 3Q 2024). Net income: €55.3m (up 41% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.45 (vs €0.36 in 2Q 2024)Second quarter 2025 results: EPS: €0.45 (up from €0.36 in 2Q 2024). Revenue: €294.7m (up 30% from 2Q 2024). Net income: €52.4m (up 25% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 14Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.0%).
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.39 (vs €0.37 in 1Q 2024)First quarter 2025 results: EPS: €0.39 (up from €0.37 in 1Q 2024). Revenue: €282.8m (up 26% from 1Q 2024). Net income: €44.9m (up 5.5% from 1Q 2024). Profit margin: 16% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 09Nemetschek SE, Annual General Meeting, May 20, 2025Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time.