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OCI N.V.

ENXTAM:OCI 주식 리포트

시가총액: €863.3m

  • 회사 개요
    • 가치 평가
    • 미래 성장
    • 과거 실적
    • 재무 건전성
    • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

OCI 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Hassan Hassan Badrawi

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간1.9yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간1.9yrs
이사회 평균 재임 기간11.3yrs

최근 경영진 업데이트

Recent updates

User avatar
내러티브 업데이트 • Aug 13

OCI: Proposed Takeover And Higher Margins Will Reshape Future Earnings Potential

Analysts have trimmed their price target for OCI to about €4.10 from roughly €5.00, reflecting updated views on fair value, growth expectations, profitability and future P/E assumptions following recent research updates. What’s in the News for OCI Nns Holding (Cyprus) Limited proposed to acquire the remaining minority stake in OCI N.V. on June 24, 2026.
User avatar
내러티브 업데이트 • Jun 12

OCI: Future Returns Will Depend On Index Role And Earnings Resilience

Analysts have lifted their OCI price target slightly, citing updated assumptions that point to a fair value of about €3.98, a small reduction in the discount rate, a shift from declining to modestly positive revenue growth, a lower profit margin outlook and a higher future P/E of roughly 34x. What's in the News OCI reported first quarter 2026 production results, with total own produced sales volumes of 539,000 metric tonnes and total fertilizer volumes of 468,000 metric tonnes.
User avatar
내러티브 업데이트 • May 29

OCI: Future Returns Will Rely On Index Role And Earnings Stability

Analysts have nudged their OCI price target slightly higher to €3.80 from €3.76, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions. What's in the News OCI N.V. added to the Netherlands ASCX AMS Small Cap Index, which can affect passive fund ownership and visibility for the stock (Index Constituent Adds).
User avatar
새로운 내러티브 • May 20

OCI is not being priced on asset value. That is the opportunity.

OCI is still being priced like a messy fertilizer name, while in reality it has become a balance-sheet and asset-realization story. That disconnect is where the opportunity is.
User avatar
내러티브 업데이트 • May 09

OCI: Future Upside Will Depend On Index Status And Stable Earnings

Analysts have trimmed their OCI price target slightly, citing updated fair value and margin assumptions alongside a higher future P/E. They now see the stock trading closer to their refreshed estimate from the prior €3.80 level.
User avatar
내러티브 업데이트 • Apr 23

OCI: Future Upside Will Rely On Index Inclusion And Stable Earnings

Analysts have trimmed their price target for OCI from €3.89 to €3.80, reflecting updated assumptions around a slightly lower profit margin, a revised discount rate and a modestly higher future P/E. What's in the News OCI N.V. added to the Netherlands ASCX AMS Small Cap Index, which may affect how index-tracking funds and some institutional investors view the stock (Key Developments).
User avatar
내러티브 업데이트 • Apr 06

OCI: Future Upside Will Depend On Index Inclusion And Stable Earnings

Analysts have trimmed their price target on OCI by €0.07, citing updated assumptions for the discount rate, revenue trends, profit margins, and a revised future P/E multiple. What's in the News OCI N.V. added to the Netherlands ASCX AMS Small Cap Index, signaling inclusion in a local small cap benchmark that some index funds and ETFs may track (Key Developments).
User avatar
내러티브 업데이트 • Mar 22

OCI: Future Upside Will Depend On Orascom Deal And Stable Earnings

Analysts have lifted their price target for OCI, reflecting updated assumptions that include a slightly higher fair value estimate, an adjusted discount rate, more cautious revenue growth expectations, a stronger projected profit margin, and a lower future P/E of 19.86x, all expressed in their models in € terms. Valuation Changes Fair Value: the updated estimate has risen slightly from €3.87 to €3.96.
User avatar
내러티브 업데이트 • Mar 08

OCI: Future Upside Will Depend On Orascom Deal And Stable Earnings

Analysts have revised their price target on OCI to reflect a slightly lower assumed discount rate and modestly adjusted long-term P/E expectations, while keeping fair value estimates broadly unchanged at around €3.87. What's in the News Orascom Construction PLC agreed to acquire OCI N.V. for approximately €880 million, with OCI shareholders to receive 0.4634 Orascom Construction share for each OCI share and to hold 47% of the combined company after completion, while Orascom Construction shareholders hold 53%.
User avatar
내러티브 업데이트 • Feb 21

OCI: Future Upside Will Rely On Orascom Combination And Stable Margins

Analysts have made a small upward tweak to their OCI price target, citing slightly adjusted fair value and discount rate inputs, along with unchanged assumptions for long term revenue trends, profit margins and a forward P/E of about 37.2x. What's in the News Orascom Construction PLC agreed to acquire OCI N.V. for approximately €880m, with an exchange ratio of 0.4634 Orascom share for each OCI share, and OCI shareholders expected to hold 47% of the combined group on completion.
User avatar
내러티브 업데이트 • Feb 06

OCI: Future Returns Will Depend On Orascom Merger And Margin Delivery

Narrative Update on OCI Analysts have slightly adjusted their price target on OCI lower, highlighting a modest shift in fair value and discount rate assumptions as key drivers of the updated view. What's in the News Orascom Construction PLC agreed to acquire OCI N.V. for approximately €880 million, with OCI shareholders to receive 0.4634 Orascom Construction share for each OCI share held, implying ownership of 47% of the combined group after completion (M&A Transaction Announcements).
User avatar
내러티브 업데이트 • Jan 23

OCI: Future Upside Will Rely On Merger Completion And Margin Execution

Analysts have adjusted their price target for OCI to €3.93 from €3.91, reflecting updated assumptions around discount rates, revenue growth, margins, and future P/E. This change comes alongside a recent downgrade to Hold with a €3.70 target in broader Street research.
User avatar
내러티브 업데이트 • Jan 09

OCI: Future Upside Will Depend On Merger Execution And Discount Rate Reset

Analysts have trimmed their price target on OCI to €3.70. This reflects updated assumptions around discount rates, modestly adjusted growth and margin expectations, and a slightly higher future P/E multiple, and this shift drives the narrative update you are seeing here.
User avatar
내러티브 업데이트 • Dec 19

OCI: Future Upside Will Emerge As Revenue Trends And Merger Progress Converge

Analysts have reduced their price target on OCI to around EUR 4.00 from approximately EUR 6.00, reflecting more conservative fair value and earnings multiples, despite modest improvements in revenue growth expectations. Analyst Commentary Recent research updates on OCI highlight a more cautious stance from the market, with lower price targets and a shift toward neutral ratings as analysts reassess the company’s risk reward profile.
User avatar
내러티브 업데이트 • Dec 05

OCI: Future Upside Will Emerge As Margin Pressures Gradually Stabilize

The analyst price target for OCI has been cut materially, dropping from about EUR 6.00 to roughly EUR 4.30, as analysts factor in lower fair value, reduced profit margin assumptions, and a higher future P/E despite slightly stronger revenue growth expectations. Analyst Commentary Analysts have grown more cautious on OCI, with a series of target cuts and a recent downgrade reflecting a reassessment of both earnings power and valuation support.
User avatar
내러티브 업데이트 • Nov 21

OCI: Price Upside Is Anticipated As Downgrades Signal Stabilizing Prospects

OCI's analyst price target has been revised downward significantly, reflecting a cautious outlook from analysts who cite recent downgrades and reduced revenue growth expectations. Analyst Commentary Analysts have provided a range of commentary following recent changes to OCI's target price and rating.
User avatar
내러티브 업데이트 • Nov 06

OCI: Price Recovery Is Expected To Follow Recent Neutral Analyst Revisions

OCI’s analyst price target has been revised downward, with recent updates reflecting reduced expectations. Analysts cite ongoing market challenges as the rationale for lowering targets from €6.07 and €8.50 to €4.30 and €6.00, respectively.
User avatar
내러티브 업데이트 • Oct 23

Analysts Lower OCI Price Target Amid Margin Pressures While Outlook Remains Stable

OCI’s analyst price target has been cut significantly, with recent research highlighting a reduction from EUR 6.07 to EUR 4.30. Analysts cite ongoing margin pressures and a higher discount rate as the key drivers for the update.
분석 기사 • Oct 11

OCI N.V.'s (AMS:OCI) 25% Cheaper Price Remains In Tune With Revenues

Unfortunately for some shareholders, the OCI N.V. ( AMS:OCI ) share price has dived 25% in the last thirty days...
User avatar
내러티브 업데이트 • Oct 09

Beaumont Clean Ammonia And Rotterdam Terminal Will Open Future Markets

OCI’s analyst price target has been reduced significantly, with recent revisions lowering it from as high as €8.50 to €4.30. Analysts cite expectations of slower revenue growth and a lower fair value estimate in their updated outlooks.
User avatar
내러티브 업데이트 • Sep 25

Beaumont Clean Ammonia And Rotterdam Terminal Will Open Future Markets

The decline in OCI's consensus price target reflects reduced future earnings expectations, as seen in the lower forward P/E, amid a slightly higher discount rate, resulting in a new target of €6.62. What's in the News OCI N.V. announced a USD 700 million distribution (USD 3.31 per share) for Q3 2025 via capital repayment and extraordinary cash dividend, following AGM resolutions and subject to creditor opposition period lapsing.
User avatar
내러티브 업데이트 • Sep 10

Beaumont Clean Ammonia And Rotterdam Terminal Will Open Future Markets

A notable decline in OCI's net profit margin from 5.37% to 4.54% has likely driven the consensus analyst price target down from €7.70 to €7.38. What's in the News OCI N.V. announced a USD 700 million distribution (USD 3.31 per share) for Q3 2025, to be paid via capital repayment and extraordinary cash dividend on 5 September 2025, following the annual general meeting resolutions.
User avatar
내러티브 업데이트 • Aug 19

Beaumont Clean Ammonia And Rotterdam Terminal Will Open Future Markets

The consensus price target for OCI has been revised down as analysts anticipate lower future earnings growth (evidenced by a sharply reduced Future P/E) and apply a higher discount rate, resulting in a new fair value of €7.51. What's in the News OCI N.V. announced a USD 700 million distribution (USD 3.31 per share) for Q3 2025 via a mix of capital repayment and extraordinary cash dividend, pending mandatory creditor opposition period completion.
User avatar
새로운 내러티브 • Aug 01

Beaumont Clean Ammonia And Rotterdam Terminal Will Open Future Markets

Strategic ammonia projects and terminal expansion strengthen OCI's market position, enable price recovery, and drive future earnings growth amid evolving regulatory and energy trends.
분석 기사 • Jul 24

Unpleasant Surprises Could Be In Store For OCI N.V.'s (AMS:OCI) Shares

When you see that almost half of the companies in the Chemicals industry in the Netherlands have price-to-sales ratios...
분석 기사 • Apr 23

Need To Know: Analysts Are Much More Bullish On OCI N.V. (AMS:OCI) Revenues

OCI N.V. ( AMS:OCI ) shareholders will have a reason to smile today, with the analysts making substantial upgrades to...
분석 기사 • Apr 11

OCI N.V.'s (AMS:OCI) P/S Still Appears To Be Reasonable

When you see that almost half of the companies in the Chemicals industry in the Netherlands have price-to-sales ratios...
분석 기사 • Jan 25

Is Now An Opportune Moment To Examine OCI N.V. (AMS:OCI)?

OCI N.V. ( AMS:OCI ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 • Dec 17

Is OCI (AMS:OCI) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Nov 16

A Look At The Intrinsic Value Of OCI N.V. (AMS:OCI)

Key Insights The projected fair value for OCI is €9.81 based on 2 Stage Free Cash Flow to Equity With €11.25 share...
분석 기사 • Aug 02

Some Confidence Is Lacking In OCI N.V.'s (AMS:OCI) P/S

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

Is OCI (AMS:OCI) Using Debt In A Risky Way?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Jun 27

Calculating The Intrinsic Value Of OCI N.V. (AMS:OCI)

Key Insights Using the Dividend Discount Model, OCI fair value estimate is €25.09 With €23.27 share price, OCI appears...
분석 기사 • Jun 08

Is Now The Time To Look At Buying OCI N.V. (AMS:OCI)?

While OCI N.V. ( AMS:OCI ) might not have the largest market cap around , it saw its share price hover around a small...
분석 기사 • Apr 30

Pinning Down OCI N.V.'s (AMS:OCI) P/S Is Difficult Right Now

When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...
분석 기사 • Apr 10

Health Check: How Prudently Does OCI (AMS:OCI) Use Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 21

Calculating The Intrinsic Value Of OCI N.V. (AMS:OCI)

Key Insights Using the Dividend Discount Model, OCI fair value estimate is €25.92 OCI's €25.29 share price indicates it...
분석 기사 • Jan 23

Is Now An Opportune Moment To Examine OCI N.V. (AMS:OCI)?

While OCI N.V. ( AMS:OCI ) might not have the largest market cap around , it saw a significant share price rise of 35...
분석 기사 • Jan 06

OCI (AMS:OCI) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Dec 21

Optimistic Investors Push OCI N.V. (AMS:OCI) Shares Up 25% But Growth Is Lacking

OCI N.V. ( AMS:OCI ) shareholders would be excited to see that the share price has had a great month, posting a 25...
분석 기사 • Dec 07

An Intrinsic Calculation For OCI N.V. (AMS:OCI) Suggests It's 30% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, OCI fair value estimate is €26.20 Current share price of...

CEO 보수 분석

Hassan Hassan Badrawi의 보수는 OCI의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025n/an/a

-US$344m

Sep 30 2025n/an/a

-US$342m

Jun 30 2025n/an/a

-US$341m

Mar 31 2025n/an/a

-US$321m

Dec 31 2024US$4mUS$637k

-US$382m

Sep 30 2024n/an/a

-US$385m

Jun 30 2024n/an/a

-US$498m

Mar 31 2024n/an/a

-US$746m

Dec 31 2023US$6mUS$1m

-US$567m

Sep 30 2023n/an/a

-US$3b

Jun 30 2023n/an/a

-US$2b

Mar 31 2023n/an/a

-US$2b

Dec 31 2022US$4mUS$1m

-US$872m

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$882m

Dec 31 2021US$4mUS$1m

US$571m

Sep 30 2021n/an/a

US$219m

Jun 30 2021n/an/a

US$151m

Mar 31 2021n/an/a

US$2m

Dec 31 2020US$3mUS$1m

-US$178m

Sep 30 2020n/an/a

-US$212m

Jun 30 2020n/an/a

-US$357m

Mar 31 2020n/an/a

-US$335m

Dec 31 2019US$3mUS$1m

-US$335m

보상 대 시장: Dutch 시장에서 비슷한 규모 기업과 비교해 Hassan의 총 보수가 적절한지 판단하기에 데이터가 부족합니다.

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


CEO

Hassan Hassan Badrawi (50 yo)

1.9yrs
재임 기간
US$3,638,163
보수

Mr. Hassan Hossam Hassan Badrawi served as Director at Fertiglobe since September 30, 2019 until 2024. He served as Non- Executive Director at Orascom Construction PLC. until 2026.Mr. Badrawi serves as Ch...


리더십 팀

이름직위재임 기간보수지분
Robert van de Kraats
Executive Directorless than a yearUS$206.27k0.0018%
€ 15.3k
Hassan Hassan Badrawi
Chief Executive Officer1.9yrsUS$3.64m데이터 없음
Beshoy Guirguis
Chief Financial Officer1.9yrs데이터 없음데이터 없음
Sarah Rajani
Global Vice President of Investor Relations & Communicationsno data데이터 없음데이터 없음
Maud de Vries
Chief Legal & Human Capital Officer12.7yrsUS$1.69m데이터 없음
1.9yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: OCI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Robert van de Kraats
Executive Director12.3yrsUS$206.27k0.0018%
€ 15.3k
Michael Bennett
Co-Chair & Senior Independent Non-Executive Director13.7yrsUS$381.29k0.014%
€ 124.8k
Dod Fraser
Independent Non-Executive Director7.3yrsUS$202.50k0.0019%
€ 16.4k
Gregory Heckman
Independent Non-Executive Director11.3yrsUS$202.50k0.019%
€ 163.7k
Nassef Onssy Sawiris
Non-Executive Director13.7yrsUS$1.05m57.61%
€ 497.3m
David Welch
Independent Non-Executive Director7.3yrsUS$205.63k0.0020%
€ 16.9k
Nadia Sawiris
Non-Executive Director3.3yrsUS$202.56k데이터 없음
11.3yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: OCI의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 20:21
종가2026/09/14 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
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경영진10년
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주요 개발10년
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* 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

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분석가 소스

OCI N.V.는 16명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andreas HeineBarclays
Sebastian BrayBerenberg
Aron CeccarelliBerenberg

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