DSM-Firmenich AG

ENXTAM:DSFIR 주식 리포트

시가총액: €22.7b

DSM-Firmenich 향후 성장

Future 기준 점검 3/6

DSM-Firmenich (는) 각각 연간 25.7% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.2% 로 예상됩니다.

핵심 정보

25.7%

이익 성장률

25.60%

EPS 성장률

Chemicals 이익 성장16.2%
매출 성장률5.5%
향후 자기자본이익률6.23%
애널리스트 커버리지

Good

마지막 업데이트03 Aug 2026

최근 향후 성장 업데이트

분석 기사 • Aug 05

The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

DSM-Firmenich AG ( AMS:DSFIR ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...

Recent updates

내러티브 업데이트 • Jul 22

DSFIR: Share Repurchase Program Will Drive Bullish Re Rating Potential

The analyst price target for DSM-Firmenich has been raised from €103 to about €115. Analysts point to slightly higher assumed revenue growth, a modestly stronger profit margin profile, and a higher future P/E assumption as key drivers of the revised valuation.
내러티브 업데이트 • Jul 08

DSFIR: Share Buyback And Dual Listing Will Drive Re Rating Potential

The analyst price target for DSM-Firmenich has been revised to €103.00 from €98.68, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a series of recent price target changes across the Street ranging from €60 to €99. Analyst Commentary Recent research on DSM-Firmenich shows a wide range of views, but there is a clear group of bullish analysts who see room for the stock to move closer to the upper end of current target ranges.
내러티브 업데이트 • Jun 24

DSFIR: Share Buyback And New Listing Plan Will Shape Future Re Rating

The updated analyst price target for DSM-Firmenich now sits at €79.37, a marginal adjustment from €79.82. This reflects a blend of more cautious discounting and slightly revised assumptions on revenue growth, profitability, and future P/E as analysts react to recent mixed target changes across the Street.
내러티브 업데이트 • Jun 08

DSFIR: Share Buyback And Dual Listing Will Support Re Rating

Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.
내러티브 업데이트 • May 24

DSFIR: Reset Profitability Expectations Will Pressure Future Margin Resilience

Analysts have reduced the DSM-Firmenich fair value estimate to about €60.56, down from €67.00. This change reflects a series of lower price targets from several banks, along with more cautious assumptions for growth, margins and valuation multiples.
내러티브 업데이트 • May 09

DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views

DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.
내러티브 업데이트 • Apr 21

DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating

The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.
내러티브 업데이트 • Apr 06

DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds

The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.
내러티브 업데이트 • Mar 23

DSFIR: Share Buyback And Market Share Defense Will Support Future Re Rating

DSM-Firmenich's analyst price target has been reduced by around €1.70 to €81.60, reflecting a series of recent target cuts and downgrades from banks as analysts factor in softer earnings expectations and a slightly lower profit margin outlook. Analyst Commentary Recent research updates show a clear reset in expectations for DSM-Firmenich, with several banks cutting price targets and some shifting to more neutral ratings as they reassess earnings power and valuation.
내러티브 업데이트 • Mar 09

DSFIR: Market Share Defense Will Offset Softer U.S. Demand And Currency Headwinds

We trim our fair value estimate for DSM-Firmenich to €83.30 from €96.62, reflecting a lower blended price target as analysts factor in softer U.S. consumer confidence, currency headwinds, and more muted medium term growth expectations, despite still supportive views from some houses. Analyst Commentary Recent Street research on DSM-Firmenich points to a more cautious stance on the shares, with several price target cuts and rating changes feeding into the reduced fair value estimate.
내러티브 업데이트 • Feb 22

DSFIR: Softer U.S. Demand And Full Valuation Will Shape Future Margin Resilience

Analysts have trimmed their fair value estimate for DSM-Firmenich to €67 from €70, reflecting lower price targets and more cautious earnings assumptions tied to softer U.S. consumer confidence, currency headwinds, and what they describe as a full valuation with limited EBITDA growth visibility into 2026. Analyst Commentary Recent Street research has turned more cautious on DSM-Firmenich, with several bearish analysts trimming price targets and moving to more neutral stances.
내러티브 업데이트 • Feb 08

DSFIR: Chinese Competition And Commoditization Risks Will Shape Future Margin Resilience

Analysts have reduced their fair value estimate for DSM-Firmenich to €70.00 from €71.89, reflecting lower price targets and more cautious views on growth potential and competitive pressures highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts trimming price targets and, in some cases, downgrading their stance on DSM-Firmenich.
내러티브 업데이트 • Jan 25

DSFIR: Market Share Defense Will Counter Rising European Commoditization Risk

The analyst fair value estimate for DSM-Firmenich has been reduced from €100.20 to €96.62, as analysts factor in lower assumed revenue growth and profit margins, slightly higher discount rates, and recent Street research highlighting full valuation, limited EBITDA growth prospects in 2026, and rising commoditization risks in European consumer ingredients. Analyst Commentary Recent Street research on DSM-Firmenich points to a more balanced view of the shares, with several firms trimming price targets and some shifting to more neutral stances.
내러티브 업데이트 • Jan 10

DSFIR: Market Share Defense Will Offset European Commoditization And Chinese Pricing Pressures

We have trimmed our fair value estimate for DSM-Firmenich from €102.00 to €100.20, reflecting analysts' lower price targets, slightly higher discount rate assumptions, and more cautious profit margin expectations, even as they factor in revised longer term revenue growth and P/E inputs. Analyst Commentary Recent Street research on DSM-Firmenich has turned more mixed, with several firms trimming price targets and shifting ratings as they reassess upside versus execution risks.
내러티브 업데이트 • Dec 14

DSFIR Commoditization And Chinese Competition Will Shape Future Margin Resilience Narrative

Analysts have reduced their average price target for DSM-Firmenich by roughly EUR 15, reflecting heightened concern over commoditization risks in European consumer ingredients, as well as intensifying competitive and pricing pressures from China. Analyst Commentary Bearish analysts have increasingly framed the recent wave of price target cuts as a reassessment of DSM-Firmenich's near term earnings power, with lower expectations for margin resilience in consumer ingredients.
내러티브 업데이트 • Nov 29

DSFIR: Market Share Defense Will Overcome Mounting European Competition Risks

Analysts have reduced their price targets for DSM-Firmenich by notable amounts, with recent estimates moving downward. Concerns about increased competition and pricing pressure are weighing on sentiment.
분석 기사 • Nov 26

DSM-Firmenich AG's (AMS:DSFIR) Shareholders Might Be Looking For Exit

When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...
내러티브 업데이트 • Nov 15

DSFIR: Competitive Risks Will Ease As European Pricing Pressure Moderates

The analyst fair value target for DSM-Firmenich has been lowered from €105.70 to €102.00. Analysts cite concerns about increased commoditization risks, competitive pressure, and adjustments to growth and profitability outlooks.
내러티브 업데이트 • Nov 01

DSFIR: Resilient Consumer Health Demand Will Drive Performance Amid Pricing Pressure

Analysts have reduced their price target for DSM-Firmenich from €108.45 to €105.70. They cite slightly lower revenue growth expectations and modest adjustments to valuation assumptions as the reasons for this change.
분석 기사 • Oct 19

Is It Time To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?

Today we're going to take a look at the well-established DSM-Firmenich AG ( AMS:DSFIR ). The company's stock received a...
내러티브 업데이트 • Oct 18

Health And Bio-Based Trends Will Drive Future Success

The fair value estimate for DSM-Firmenich has been slightly reduced from €108.95 to €108.45. This change reflects updated analyst projections citing modest adjustments to revenue growth and profit margin expectations.
내러티브 업데이트 • Oct 04

Health And Bio-Based Trends Will Drive Future Success

Analysts have lowered their price target for DSM-Firmenich from €114.65 to €108.95. They cite reduced expectations for revenue growth and a higher discount rate, despite a marginal improvement in profit margins and future valuation metrics.
분석 기사 • Sep 28

DSM-Firmenich (AMS:DSFIR) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
내러티브 업데이트 • Sep 19

Health And Bio-Based Trends Will Drive Future Success

Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70). Analyst Commentary Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.
내러티브 업데이트 • Sep 04

Health And Bio-Based Trends Will Drive Future Success

With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have maintained DSM-Firmenich’s fair value estimate at €117.70. What's in the News DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a top pediatrician-recommended postbiotic for children as young as six months, in the U.S. market.
분석 기사 • Aug 05

The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

DSM-Firmenich AG ( AMS:DSFIR ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...
User avatar
새로운 내러티브 • Feb 23

Focusing On Taste, Texture, And Health Will Strengthen Future Prospects

The merger of DSM and Firmenich focuses on high-growth segments, enhancing revenue through synergies and achieving significant earnings improvements.

이익 및 매출 성장 예측

ENXTAM:DSFIR - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202810,3127561,0891,64517
12/31/20279,6996339701,47919
12/31/20269,2804556221,31814
6/30/20269,0553248251,650N/A
3/31/20269,0452997531,548N/A
12/31/20259,0342746811,445N/A
6/30/20257,3994257621,590N/A
3/31/20258,2273638881,684N/A
12/31/20249,0543011,0141,778N/A
9/30/202412,627308761,615N/A
6/30/202412,455-1907451,452N/A
3/31/202411,541-4246591,359N/A
12/31/202310,627-6585731,265N/A
9/30/20239,686-4564341,112N/A
6/30/20238,745-254287959N/A
3/31/20238,568100301962N/A
12/31/20228,390454314965N/A
9/30/20229,5828374121,056N/A
6/30/20227,8678235101,147N/A
3/31/20227,5688226801,287N/A
12/31/20217,2698208501,427N/A
9/30/20217,9556608841,507N/A
6/30/20217,5584939061,489N/A
3/31/20217,5724239061,497N/A
12/31/20208,1064488681,494N/A
9/30/20207,9605108091,434N/A
6/30/20208,0345578101,462N/A
3/31/20209,011722N/A1,471N/A
12/31/20197,998675N/A1,385N/A
9/30/20198,272820N/A1,399N/A
6/30/20198,502794N/A1,395N/A
3/31/20199,124934N/A1,282N/A
12/31/20189,2671,069N/A1,391N/A
9/30/20189,235984N/A1,310N/A
6/30/20189,1062,082N/A1,170N/A
3/31/20188,9081,942N/A1,110N/A
12/31/20178,6321,761N/A996N/A
9/30/20178,4711,676N/A993N/A
6/30/20178,333738N/A1,028N/A
3/31/20178,166711N/A1,077N/A
12/31/20167,920645N/A1,018N/A
9/30/20167,831588N/A958N/A
6/30/20167,778274N/A914N/A
3/31/20167,749214N/A811N/A
12/31/20157,722174N/A696N/A
9/30/20157,60766N/A800N/A

애널리스트 향후 성장 전망

수입 대 저축률: DSFIR 의 연간 예상 수익 증가율(25.7%)이 saving rate(2.1%)보다 높습니다.

수익 vs 시장: DSFIR 의 연간 수익(25.7%)이 Dutch 시장(17.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: DSFIR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: DSFIR 의 수익(연간 5.5%)이 Dutch 시장(연간 10.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: DSFIR 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: DSFIR의 자본 수익률은 3년 후 6.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/04 02:41
종가2026/08/04 00:00
수익2026/06/30
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.

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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

DSM-Firmenich AG는 44명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jennifer BarkerBarclays
Alexander SloaneBarclays
Sebastian BrayBerenberg