Board Change • Jun 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Nominee Director Inigo Delclaux was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Apr 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Nominee Director Inigo Delclaux was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Feb 26
Vidrala, S.A., Annual General Meeting, Apr 29, 2026 Vidrala, S.A., Annual General Meeting, Apr 29, 2026. 공시 • Dec 13
Vidrala, S.A. (BME:VID) agreed to acquire 100% of share capital of the Cristalerias Toro Spa. Vidrala, S.A. (BME:VID) entered into an agreement to acquire 100% of share capital of the Cristalerias Toro Spa on December 11, 2025.
The transaction is estimated to be worth around €77 million. This transaction is contingent upon the satisfaction of specific conditions.
The expected completion of the transaction is January 1, 2026 to April 30, 2026 and the company aims to uphold a robust financial standing, with consolidated net debt remaining consistently under 0.5 times the annual EBITDA. Board Change • Oct 31
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Nominee Director Inigo Delclaux was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Mar 31
Vidrala, S.A., Annual General Meeting, Apr 29, 2025 Vidrala, S.A., Annual General Meeting, Apr 29, 2025. Location: company`s registered office, barrio munegazo 22, llodio, alava., Spain Reported Earnings • Jul 28
First half 2024 earnings released: EPS: €3.46 (vs €3.70 in 1H 2023) First half 2024 results: EPS: €3.46 (down from €3.70 in 1H 2023). Revenue: €844.7m (up 14% from 1H 2023). Net income: €111.3m (down 6.9% from 1H 2023). Profit margin: 13% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Global Packaging industry. 공시 • Jul 05
Verallia Société Anonyme (ENXTPA:VRLA) acquired Vidrala Italia S.r.l. from Vidrala, S.A. (BME:VID). Verallia Société Anonyme (ENXTPA:VRLA) entered into agreement to acquire Vidrala Italia S.r.l. from Vidrala, S.A. (BME:VID) for an enterprise value of €230 million on February 28, 2024. The transaction will be financed by external debt. In 2023, Vidrala Italia reported a revenue of approximately €130 million and EBITDA of €33 million. The completion of the transaction is subject to the approval of the Italian Competition Authority under the Italian merger control law and of the Italian Government under foreign investment rules as well as the customary conditions precedent. The transaction is expected to complete between the second and third quarters of 2024.Pietro Belloni and Lucio D'Amario of Linklaters Studio Legale Associato acted as legal advisor to Verallia. Jose Ramón Berecibar of Cuatrecasas, Gonçalves Pereira, S.L.P. acted as legal advisor to Vidrala.Verallia Société Anonyme (ENXTPA:VRLA) completed the acquisition of Vidrala Italia S.r.l. from Vidrala, S.A. (BME:VID) on July 4, 2024. Following satisfaction of the regulatory filling and other conditions precedent, Verallia confirms that the acquisition of Vidrala’s glass business in Italy. New Risk • May 14
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (42% net debt to equity). 공시 • Dec 16
Vidrala, S.A., Annual General Meeting, Apr 30, 2024 Vidrala, S.A., Annual General Meeting, Apr 30, 2024, at 12:00 Central European Standard Time. 공시 • Dec 05
Vidrala, S.A. (BME:VID) completed the acquisition of remaining 70.64% stake in Vidroporto S.A. from Salzano family. Vidrala, S.A. (BME:VID) agreed to acquire remaining 70.64% stake in Vidroporto S.A. from Salzano family on February 9, 2023. The transaction will be completed once certain legal disputes that currently affect Vidrala are resolved. The acquisition of Vidroporto is expected to be earnings and cash accretive since the beginning of its integration.
Vidrala, S.A. (BME:VID) completed the acquisition of remaining 70.64% stake in Vidroporto S.A. from Salzano family on December 4, 2023. The enterprise value of the transaction amounts to €384 million. Board Change • Mar 23
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Gillian Watson was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Feb 06
Upcoming dividend of €0.72 per share at 1.2% yield Eligible shareholders must have bought the stock before 13 February 2023. Payment date: 15 February 2023. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (7.2%). Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improved over the past week After last week's 21% share price gain to Mex$1,548, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Packaging industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,663 per share. Reported Earnings • Jul 22
First half 2022 earnings released: EPS: €1.90 (vs €2.74 in 1H 2021) First half 2022 results: EPS: €1.90 (down from €2.74 in 1H 2021). Revenue: €651.4m (up 23% from 1H 2021). Net income: €56.3m (down 31% from 1H 2021). Profit margin: 8.6% (down from 15% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.0%, compared to a 11% growth forecast for the industry in Mexico. Upcoming Dividend • Jul 05
Upcoming dividend of €0.26 per share Eligible shareholders must have bought the stock before 12 July 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.2%). Board Change • Apr 28
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Fernando Gumuzio Iñíguez de Onzoño was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 02
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: €4.88 (down from €5.35 in FY 2020). Revenue: €1.08b (up 9.7% from FY 2020). Net income: €145.2m (down 9.0% from FY 2020). Profit margin: 13% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the industry in Mexico. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Fernando Gumuzio Iñíguez de Onzoño was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 