View Future GrowthAcerinox 과거 순이익 실적과거 기준 점검 0/6Acerinox 의 수입은 연평균 -38.3%의 비율로 감소해 온 반면, Metals and Mining 산업은 연평균 4%의 비율로 증가했습니다. 매출은 연평균 4.2%의 비율로 감소해 왔습니다.핵심 정보-38.33%순이익 성장률-36.91%주당순이익(EPS) 성장률Metals and Mining 산업 성장률30.50%매출 성장률-4.18%자기자본이익률-2.82%순이익률-0.80%다음 순이익 업데이트24 Jul 2026최근 과거 실적 업데이트공시 • Dec 30+ 3 more updatesAcerinox, S.A. to Report Q2, 2026 Results on Jul 24, 2026Acerinox, S.A. announced that they will report Q2, 2026 results Pre-Market on Jul 24, 2026공시 • Jan 18+ 2 more updatesAcerinox, S.A. to Report Q1, 2025 Results on May 08, 2025Acerinox, S.A. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025공시 • Jan 14Acerinox, S.A. to Report Q4, 2024 Results on Feb 28, 2025Acerinox, S.A. announced that they will report Q4, 2024 results at 9:00 AM, Romance Standard Time on Feb 28, 2025Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: €0.21 (vs €0.52 in 1Q 2023)First quarter 2024 results: EPS: €0.21 (down from €0.52 in 1Q 2023). Revenue: €1.48b (down 17% from 1Q 2023). Net income: €53.0m (down 61% from 1Q 2023). Profit margin: 3.6% (down from 7.6% in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €0.92 (vs €2.16 in FY 2022)Full year 2023 results: EPS: €0.92 (down from €2.16 in FY 2022). Revenue: €6.61b (down 24% from FY 2022). Net income: €228.0m (down 59% from FY 2022). Profit margin: 3.5% (down from 6.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in South America.공시 • Dec 20+ 2 more updatesAcerinox, S.A. to Report Fiscal Year 2023 Results on Feb 29, 2024Acerinox, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Romance Standard Time on Feb 29, 2024모든 업데이트 보기Recent updates공시 • Mar 30Acerinox, S.A., Annual General Meeting, May 05, 2026Acerinox, S.A., Annual General Meeting, May 05, 2026. Location: circulo de bellas artes, planta 2, teatro fernando de rojas, calle del marques de casa riera 2, madrid Spain공시 • Dec 30+ 3 more updatesAcerinox, S.A. to Report Q2, 2026 Results on Jul 24, 2026Acerinox, S.A. announced that they will report Q2, 2026 results Pre-Market on Jul 24, 2026공시 • Apr 02Acerinox, S.A., Annual General Meeting, May 06, 2025Acerinox, S.A., Annual General Meeting, May 06, 2025. Location: paseo de la castellana 33, auditorio mutua madrilena., madrid Spain공시 • Jan 18+ 2 more updatesAcerinox, S.A. to Report Q1, 2025 Results on May 08, 2025Acerinox, S.A. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025공시 • Jan 14Acerinox, S.A. to Report Q4, 2024 Results on Feb 28, 2025Acerinox, S.A. announced that they will report Q4, 2024 results at 9:00 AM, Romance Standard Time on Feb 28, 2025공시 • Oct 11Worldwide Stainless Sdn. Bhd, agreed to acquire Bahru Stainless, Sdn. Bhd. from Acerinox, S.A. (BME:ACX) for $95 million.Worldwide Stainless Sdn. Bhd, agreed to acquire Bahru Stainless, Sdn. Bhd. from Acerinox, S.A. (BME:ACX) for $95 million on October 10, 2024. A cash consideration of $95 million will be paid by Worldwide Stainless Sdn. Bhd,. As part of consideration, $95 million is paid towards common equity of Bahru Stainless, Sdn. Bhd. The expected completion of the transaction is at the end of November 2024.Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: €0.21 (vs €0.52 in 1Q 2023)First quarter 2024 results: EPS: €0.21 (down from €0.52 in 1Q 2023). Revenue: €1.48b (down 17% from 1Q 2023). Net income: €53.0m (down 61% from 1Q 2023). Profit margin: 3.6% (down from 7.6% in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America.공시 • Mar 15Acerinox, S.A., Annual General Meeting, Apr 19, 2024Acerinox, S.A., Annual General Meeting, Apr 19, 2024, at 12:00 Central European Standard Time. Location: Paseo de Juan XXIII, nº 3 Madrid Spain Agenda: To consider and approve the annual financial statements and management reports referring to Acerinox, S.A. and its Consolidated Group, all of which pertain to the year ended December 31, 2023; to examine and approve the Consolidated Nonfinancial Information Statement for the year ended December 31, 2023; to consider and approve the management of the board of directors for the year ended December 31, 2023; and to consider and approve the other matters of business.New Risk • Mar 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €0.92 (vs €2.16 in FY 2022)Full year 2023 results: EPS: €0.92 (down from €2.16 in FY 2022). Revenue: €6.61b (down 24% from FY 2022). Net income: €228.0m (down 59% from FY 2022). Profit margin: 3.5% (down from 6.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in South America.Board Change • Mar 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. President of the Board Carlos Arias-Paz was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Dec 20+ 2 more updatesAcerinox, S.A. to Report Fiscal Year 2023 Results on Feb 29, 2024Acerinox, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Romance Standard Time on Feb 29, 2024공시 • Jun 01Acerinox, S.A. (BME:ACX) announces an Equity Buyback for 213,000 shares, representing 0.08% for €2.56 million.Acerinox, S.A. (BME:ACX) announces a share repurchase program. Under the program, the company will repurchase up to 213,000 shares, representing 0.08% of its share capital for a total of €2.56 million. The purpose of this plan is to use the repurchased shares for its possible later amortization and to redeem the shares that were issued in the years when the dividend paid was made through scrip dividend. The repurchase program is valid till June 29, 2023.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. President of the Board Carlos Arias-Paz was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jan 18Upcoming dividend of €0.24 per shareEligible shareholders must have bought the stock before 25 January 2023. Payment date: 27 January 2023. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Within top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (6.7%).공시 • Dec 22+ 2 more updatesAcerinox, S.A. to Report Q3, 2023 Results on Nov 03, 2023Acerinox, S.A. announced that they will report Q3, 2023 results on Nov 03, 2023Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: €0.51 (vs €0.63 in 3Q 2021)Third quarter 2022 results: EPS: €0.51 (down from €0.63 in 3Q 2021). Revenue: €2.18b (up 28% from 3Q 2021). Net income: €133.0m (down 22% from 3Q 2021). Profit margin: 6.1% (down from 10.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Mexico are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €1.35 (vs €0.46 in 2Q 2021)Second quarter 2022 results: EPS: €1.35 (up from €0.46 in 2Q 2021). Revenue: €2.55b (up 57% from 2Q 2021). Net income: €342.9m (up 175% from 2Q 2021). Profit margin: 13% (up from 7.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.9% compared to a 3.5% decline forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 24Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 01 July 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (14%).Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €2.12 (up from €0.18 in FY 2020). Revenue: €6.71b (up 44% from FY 2020). Net income: €571.9m (up €522.8m from FY 2020). Profit margin: 8.5% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 9.9%, compared to a 3.9% growth forecast for the mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS €0.46 (vs €0.16 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.64b (up 40% from 2Q 2020). Net income: €124.6m (up €150.5m from 2Q 2020). Profit margin: 7.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.매출 및 비용 세부 내역Acerinox가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BMV:ACX N 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Mar 265,618-45842031 Dec 255,785-40842030 Sep 255,80170688030 Jun 255,69393793031 Mar 255,486182688031 Dec 245,416225688030 Sep 245,62542655030 Jun 245,86965646031 Mar 246,315145655031 Dec 236,616228655030 Sep 236,799163669030 Jun 237,421225661031 Mar 238,211426669031 Dec 228,716556669030 Sep 228,935940605030 Jun 228,464978640031 Mar 227,554760605031 Dec 216,708572605030 Sep 215,989391517030 Jun 215,406250558031 Mar 214,95399517031 Dec 204,67149517030 Sep 204,551-142461030 Jun 204,651-127502031 Mar 204,718-65461031 Dec 194,761-60461030 Sep 194,818129407030 Jun 194,880168420031 Mar 194,977212407031 Dec 185,029237407030 Sep 185,005298402030 Jun 184,789221401031 Mar 184,645194402031 Dec 174,644234402030 Sep 174,571193383030 Jun 174,509222398031 Mar 174,274187383031 Dec 163,97580383030 Sep 163,83932378030 Jun 163,828-12374031 Mar 164,0494378031 Dec 154,24043378030 Sep 154,41758355030 Jun 154,5441243670양질의 수익: ACX N 은(는) 현재 수익성이 없습니다.이익 마진 증가: ACX N는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: ACX N은 수익성이 없으며 지난 5년 동안 손실이 연평균 38.3% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 ACX N의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: ACX N은 수익성이 없어 지난 해 수익 성장률을 Metals and Mining 업계(18.4%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: ACX N는 현재 수익성이 없으므로 자본 수익률이 음수(-2.82%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 00:50종가2026/03/30 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 소스Acerinox, S.A.는 28명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullBanco de Sabadell. S.A.Robert JacksonBanco SantanderTom ZhangBarclays25명의 분석가 더 보기
공시 • Dec 30+ 3 more updatesAcerinox, S.A. to Report Q2, 2026 Results on Jul 24, 2026Acerinox, S.A. announced that they will report Q2, 2026 results Pre-Market on Jul 24, 2026
공시 • Jan 18+ 2 more updatesAcerinox, S.A. to Report Q1, 2025 Results on May 08, 2025Acerinox, S.A. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025
공시 • Jan 14Acerinox, S.A. to Report Q4, 2024 Results on Feb 28, 2025Acerinox, S.A. announced that they will report Q4, 2024 results at 9:00 AM, Romance Standard Time on Feb 28, 2025
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: €0.21 (vs €0.52 in 1Q 2023)First quarter 2024 results: EPS: €0.21 (down from €0.52 in 1Q 2023). Revenue: €1.48b (down 17% from 1Q 2023). Net income: €53.0m (down 61% from 1Q 2023). Profit margin: 3.6% (down from 7.6% in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €0.92 (vs €2.16 in FY 2022)Full year 2023 results: EPS: €0.92 (down from €2.16 in FY 2022). Revenue: €6.61b (down 24% from FY 2022). Net income: €228.0m (down 59% from FY 2022). Profit margin: 3.5% (down from 6.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in South America.
공시 • Dec 20+ 2 more updatesAcerinox, S.A. to Report Fiscal Year 2023 Results on Feb 29, 2024Acerinox, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Romance Standard Time on Feb 29, 2024
공시 • Mar 30Acerinox, S.A., Annual General Meeting, May 05, 2026Acerinox, S.A., Annual General Meeting, May 05, 2026. Location: circulo de bellas artes, planta 2, teatro fernando de rojas, calle del marques de casa riera 2, madrid Spain
공시 • Dec 30+ 3 more updatesAcerinox, S.A. to Report Q2, 2026 Results on Jul 24, 2026Acerinox, S.A. announced that they will report Q2, 2026 results Pre-Market on Jul 24, 2026
공시 • Apr 02Acerinox, S.A., Annual General Meeting, May 06, 2025Acerinox, S.A., Annual General Meeting, May 06, 2025. Location: paseo de la castellana 33, auditorio mutua madrilena., madrid Spain
공시 • Jan 18+ 2 more updatesAcerinox, S.A. to Report Q1, 2025 Results on May 08, 2025Acerinox, S.A. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025
공시 • Jan 14Acerinox, S.A. to Report Q4, 2024 Results on Feb 28, 2025Acerinox, S.A. announced that they will report Q4, 2024 results at 9:00 AM, Romance Standard Time on Feb 28, 2025
공시 • Oct 11Worldwide Stainless Sdn. Bhd, agreed to acquire Bahru Stainless, Sdn. Bhd. from Acerinox, S.A. (BME:ACX) for $95 million.Worldwide Stainless Sdn. Bhd, agreed to acquire Bahru Stainless, Sdn. Bhd. from Acerinox, S.A. (BME:ACX) for $95 million on October 10, 2024. A cash consideration of $95 million will be paid by Worldwide Stainless Sdn. Bhd,. As part of consideration, $95 million is paid towards common equity of Bahru Stainless, Sdn. Bhd. The expected completion of the transaction is at the end of November 2024.
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: €0.21 (vs €0.52 in 1Q 2023)First quarter 2024 results: EPS: €0.21 (down from €0.52 in 1Q 2023). Revenue: €1.48b (down 17% from 1Q 2023). Net income: €53.0m (down 61% from 1Q 2023). Profit margin: 3.6% (down from 7.6% in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America.
공시 • Mar 15Acerinox, S.A., Annual General Meeting, Apr 19, 2024Acerinox, S.A., Annual General Meeting, Apr 19, 2024, at 12:00 Central European Standard Time. Location: Paseo de Juan XXIII, nº 3 Madrid Spain Agenda: To consider and approve the annual financial statements and management reports referring to Acerinox, S.A. and its Consolidated Group, all of which pertain to the year ended December 31, 2023; to examine and approve the Consolidated Nonfinancial Information Statement for the year ended December 31, 2023; to consider and approve the management of the board of directors for the year ended December 31, 2023; and to consider and approve the other matters of business.
New Risk • Mar 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €0.92 (vs €2.16 in FY 2022)Full year 2023 results: EPS: €0.92 (down from €2.16 in FY 2022). Revenue: €6.61b (down 24% from FY 2022). Net income: €228.0m (down 59% from FY 2022). Profit margin: 3.5% (down from 6.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in South America.
Board Change • Mar 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. President of the Board Carlos Arias-Paz was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Dec 20+ 2 more updatesAcerinox, S.A. to Report Fiscal Year 2023 Results on Feb 29, 2024Acerinox, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Romance Standard Time on Feb 29, 2024
공시 • Jun 01Acerinox, S.A. (BME:ACX) announces an Equity Buyback for 213,000 shares, representing 0.08% for €2.56 million.Acerinox, S.A. (BME:ACX) announces a share repurchase program. Under the program, the company will repurchase up to 213,000 shares, representing 0.08% of its share capital for a total of €2.56 million. The purpose of this plan is to use the repurchased shares for its possible later amortization and to redeem the shares that were issued in the years when the dividend paid was made through scrip dividend. The repurchase program is valid till June 29, 2023.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. President of the Board Carlos Arias-Paz was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jan 18Upcoming dividend of €0.24 per shareEligible shareholders must have bought the stock before 25 January 2023. Payment date: 27 January 2023. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Within top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (6.7%).
공시 • Dec 22+ 2 more updatesAcerinox, S.A. to Report Q3, 2023 Results on Nov 03, 2023Acerinox, S.A. announced that they will report Q3, 2023 results on Nov 03, 2023
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: €0.51 (vs €0.63 in 3Q 2021)Third quarter 2022 results: EPS: €0.51 (down from €0.63 in 3Q 2021). Revenue: €2.18b (up 28% from 3Q 2021). Net income: €133.0m (down 22% from 3Q 2021). Profit margin: 6.1% (down from 10.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Mexico are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €1.35 (vs €0.46 in 2Q 2021)Second quarter 2022 results: EPS: €1.35 (up from €0.46 in 2Q 2021). Revenue: €2.55b (up 57% from 2Q 2021). Net income: €342.9m (up 175% from 2Q 2021). Profit margin: 13% (up from 7.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.9% compared to a 3.5% decline forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 24Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 01 July 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (14%).
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €2.12 (up from €0.18 in FY 2020). Revenue: €6.71b (up 44% from FY 2020). Net income: €571.9m (up €522.8m from FY 2020). Profit margin: 8.5% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 9.9%, compared to a 3.9% growth forecast for the mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS €0.46 (vs €0.16 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.64b (up 40% from 2Q 2020). Net income: €124.6m (up €150.5m from 2Q 2020). Profit margin: 7.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.