IMCD N.V.

ENXTAM:IMCD 주식 리포트

시가총액: €5.4b

IMCD 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Marcus Jordan

최고경영자

€1.7m

총 보수

CEO 급여 비율44.70%
CEO 재임 기간4yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간2.9yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 14

IMCD: Margin Execution And Earnings Quality Should Support Future Re Rating

Narrative update on IMCD The updated analyst price target for IMCD moves to €148.67 from €144.05. This change reflects analysts' revised views on growth, profitability and P/E assumptions after recent target changes from major banks across the sector.
내러티브 업데이트 Apr 29

IMCD: Margin Execution And Revenue Mix Should Support Future Re Rating

Analyst price targets for IMCD have edged lower, with recent cuts of €5 to €7 from several banks and a reset range between about €103 and €122. Analysts are factoring in a slightly higher discount rate, a lower assumed future P/E multiple and updated expectations for revenue growth and margins.
내러티브 업데이트 Apr 15

IMCD: Dividend Cut And Lowered Expectations Will Pressure Future Returns

IMCD's updated analyst price target has edged lower by a few euros, with recent revisions between about €103 and €122. These reflect analysts' mixed adjustments to growth, margin and P/E assumptions.
내러티브 업데이트 Mar 31

IMCD: Lower Dividend And Reset Expectations Will Set Up Future Upside

The Analyst Price Target for IMCD has shifted lower to €107.68 from €126.46, reflecting analysts' updated views on slightly softer revenue growth, thinner profit margins and a lower future P/E multiple, supported by a series of recent price target cuts and one upward revision across major banks. Analyst Commentary Recent research shows a mix of optimism and caution around IMCD, with several banks trimming price targets and one raising them, which helps explain why the average target has reset closer to current expectations.
내러티브 업데이트 Mar 17

IMCD: Sector Caution And Dividend Reset Will Shape Future Expectations

Analysts have trimmed the IMCD price target, with recent revisions clustering around €100 to €122. This reflects updated views on sector conditions and modest adjustments to revenue growth, discount rate and profit margin assumptions.
내러티브 업데이트 Mar 03

IMCD: Sector Caution And New Partnership Will Shape Future Expectations

The analyst fair value estimate for IMCD has been adjusted from €82.00 to €75.00. Analysts cite recent price target changes across major banks, along with more cautious assumptions on discount rates, revenue growth, and margins, as the key drivers of the updated view.
내러티브 업데이트 Feb 17

IMCD: Distribution Expansion And CFO Transition Will Support Future Re Rating

Analysts have trimmed their price targets for IMCD by about €14, citing slightly higher discount rate assumptions, revised profit margin expectations, and recent cautious sector views. These developments are reflected in lower price targets and a downgrade to Equal Weight.
내러티브 업데이트 Feb 03

IMCD: Cautious Sector Outlook And New Partnership Will Shape Expectations

Analysts have reduced their fair value estimate for IMCD from €107.00 to €82.00. This reflects a lower future P/E assumption and a slightly reduced profit margin outlook, in line with recent Street research that has turned more cautious on chemical distribution and related services.
내러티브 업데이트 Jan 20

IMCD: Distribution Deal And CFO Transition Will Support Sector Re Rating

Analysts have lowered their price target on IMCD to about €170.50 from roughly €176.73, citing a reset in sector expectations following cautious views on chemical distribution and a shift in preferred names within European business services. Analyst Commentary Recent research has shifted IMCD to a more neutral stance within European business services, with the rating moved to Equal Weight and the price target set at €100 from €139.
분석 기사 Jan 20

Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

Key Insights IMCD's estimated fair value is €148 based on 2 Stage Free Cash Flow to Equity Current share price of...
내러티브 업데이트 Jan 06

IMCD: Share Pullback Will Set Up Upside Following New Outperform Coverage

Analysts have trimmed their fair value estimate for IMCD from €127.18 to €126.46, reflecting slightly softer assumptions for revenue growth and profit margin, even as some recent research, including new Outperform coverage, points to potential upside after the recent share pullback. Analyst Commentary Bullish Takeaways Bullish analysts view the recent share pullback as creating a more appealing entry point relative to their updated fair value and the new $72.50 price target.
내러티브 업데이트 Dec 17

IMCD Will Likely Gain From New Distribution Deal And Leadership Transition

Analysts have trimmed their fair value estimate for IMCD to approximately €177 from about €182, reflecting slightly higher discount rate assumptions, more moderate revenue growth expectations, and a marginally lower future P/E, partially offset by a firmer margin outlook and recent supportive rating actions despite reduced price targets. Analyst Commentary Bullish analysts continue to frame IMCD as a quality compounder within the specialty chemicals distribution space, highlighting the recent share pullback as an opportunity rather than a sign of structural deterioration.
내러티브 업데이트 Dec 03

IMCD: Share Pullback Will Offer Opportunity As New Outperform Ratings Emerge

The analyst price target for IMCD has been trimmed modestly from EUR 131.25 to about EUR 127.18, as analysts factor in slightly slower growth and margin assumptions, even as they highlight recent upgrades and new Outperform initiations as support for a still constructive outlook. Analyst Commentary Recent research updates point to a broadly constructive stance on IMCD, with most commentary emphasizing resilient fundamentals and an attractive entry point following the share price pullback, even as some valuation and macro risks are flagged.
분석 기사 Nov 27

Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

It's not a stretch to say that IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 17.6x right now seems...
내러티브 업데이트 Nov 19

IMCD: Share Pullback Will Offer Opportunity As Revenue Momentum Builds

IMCD's analyst price target has been revised down from €138.04 to €131.25. Analysts cite moderate adjustments in fair value and market outlook, despite recent supportive coverage and an improved revenue growth forecast.
분석 기사 Nov 12

Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Nov 04

IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve

The analyst fair value estimate for IMCD has been reduced from EUR 142.43 to EUR 138.04. Analysts cite more cautious assumptions on long-term revenue growth and profit margin forecasts following recent price target adjustments in Street research.
분석 기사 Oct 28

At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

IMCD N.V. ( AMS:IMCD ), might not be a large cap stock, but it saw significant share price movement during recent...
내러티브 업데이트 Oct 21

Analyst Commentary Highlights Mixed Views on IMCD Amid Minor Valuation Adjustments

Analysts have slightly lowered their fair value estimate for IMCD by less than 1 percent to approximately €142.43. This reflects minor adjustments in growth expectations and recent Street research supporting a cautiously positive outlook, despite recent target downgrades.
분석 기사 Oct 12

Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
내러티브 업데이트 Oct 03

Digitalization And M&A Will Expand Pharma And Consumer Markets

IMCD's analyst price target has decreased moderately, from €145.43 to €143.00, as analysts factor in slightly lower expected growth and a reduced profit margin outlook in recent industry assessments. Analyst Commentary Analyst opinions on IMCD remain divided as recent price target changes and rating updates reflect a mix of optimism regarding potential growth and caution due to evolving sector dynamics.
내러티브 업데이트 Sep 04

Digitalization And M&A Will Expand Pharma And Consumer Markets

Analysts cite attractive valuation, improved capital allocation, and stabilizing end markets as supportive, but near-term earnings uncertainty and ongoing macroeconomic headwinds have kept IMCD’s consensus price target unchanged at €145.43. Analyst Commentary Valuation now seen as attractive, with shares offering growth at a reasonable price.
분석 기사 Sep 01

An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

Key Insights The projected fair value for IMCD is €170 based on 2 Stage Free Cash Flow to Equity IMCD is estimated to...
분석 기사 Aug 04

We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jul 21

There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 23.9x might make it look like a sell right now compared...
분석 기사 Jul 04

Return Trends At IMCD (AMS:IMCD) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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새로운 내러티브 Nov 25

The Company'S Digital Upgrades And M&A Strategy Ignite Growth Potential Amid Challenges

Continued organic growth through commercial excellence and digital upgrades could boost future revenue and earnings.

CEO 보수 분석

Marcus Jordan의 보수는 IMCD의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€2m€771k

€218m

Sep 30 2025n/an/a

€242m

Jun 30 2025n/an/a

€267m

Mar 31 2025n/an/a

€272m

Dec 31 2024€2m€581k

€278m

Sep 30 2024n/an/a

€280m

Jun 30 2024n/an/a

€281m

Mar 31 2024n/an/a

€287m

Dec 31 2023€2m€521k

€292m

Sep 30 2023n/an/a

€290m

Jun 30 2023n/an/a

€289m

Mar 31 2023n/an/a

€301m

Dec 31 2022€1m€323k

€313m

보상 대 시장: Marcus의 총 보수(USD2.00M)는 Dutch 시장에서 비슷한 규모 기업의 평균(USD3.64M)보다 낮습니다.

보상과 수익: Marcus의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Marcus Jordan (51 yo)

4yrs
재임 기간
€1,725,000
보수

Mr. Marcus C. Jordan serves as Chief Executive Officer at IMCD N.V. since May 2025. He serves as Member of Management Board at IMCD N.V. since May 02, 2022 and served as its Chief Operating Officer since M...


리더십 팀

이름직위재임 기간보수지분
Marcus Jordan
CEO & Member of Management Board4yrs€1.73m0.027%
€ 1.5m
Hans J. Kooijmans
CFO & Member of Management Board30.3yrs€1.47m0.067%
€ 3.6m
Andreas Igerl
Chief Commercial Officer & Member of Management Boardless than a year데이터 없음0.027%
€ 1.5m
Tosca Holtland
Head of Investor Relationsno data데이터 없음데이터 없음
Laurens Dalmijin
General Counselno data데이터 없음데이터 없음
Muriel Werlé
Corporate Communications Directorno data데이터 없음데이터 없음
Swapna Kattewar
Head of Global Regulatory Questionnaire Centreno data데이터 없음데이터 없음
Arturo Hoyo
Managing Director of IMCD Mexico1.8yrs데이터 없음데이터 없음
Narendra Varde
Regional President Asia-Pacificno data데이터 없음데이터 없음
Cecile Westerhuis
Company Secretaryno data데이터 없음데이터 없음
2.9yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: IMCD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.9 년).


이사회 구성원

이름직위재임 기간보수지분
Janus Smalbraak
Independent Chairman of Supervisory Board10yrs€113.00k데이터 없음
Stephan Nanninga
Independent Vice Chairman of the Supervisory Board8yrs€88.00k데이터 없음
R. Joosten
Member of Supervisory Boardless than a year데이터 없음데이터 없음
Willem Eelman
Independent Member of Supervisory Board4yrs€82.00k데이터 없음
Amy Hebert
Independent Member of Supervisory Board5.9yrs€85.00k데이터 없음
Dorthe Mikkelsen
Independent Member of Supervisory Board2.5yrs€74.00k데이터 없음
5.0yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: IMCD의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 17:16
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

IMCD N.V.는 23명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gaurav JainBarclays
James StewartBarclays
Anil ShenoyBarclays