Budimex 향후 성장

Future 기준 점검 3/6

Budimex (는) 각각 연간 11% 및 11.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 65.4% 로 예상됩니다.

핵심 정보

11.0%

이익 성장률

11.89%

EPS 성장률

Construction 이익 성장	11.0%
매출 성장률	11.4%
향후 자기자본이익률	65.38%
애널리스트 커버리지	Low
마지막 업데이트	07 May 2026

최근 향후 성장 업데이트

분석 기사 • Nov 02

Budimex SA (WSE:BDX) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a sad week for Budimex SA ( WSE:BDX ), who've watched their investment drop 11% to zł501 in the week since...

Recent updates

분석 기사 • Jan 30

Budimex SA's (WSE:BDX) Popularity With Investors Is Under Threat From Overpricing

With a price-to-earnings (or "P/E") ratio of 20.3x Budimex SA ( WSE:BDX ) may be sending very bearish signals at the...

분석 기사 • Apr 13

Budimex (WSE:BDX) Is Reducing Its Dividend To PLN25.43

Budimex SA's ( WSE:BDX ) dividend is being reduced by 29% to PLN25.43 per share on 13th of June, in comparison to last...

분석 기사 • Mar 17

Budimex (WSE:BDX) Has A Rock Solid Balance Sheet

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

분석 기사 • Dec 15

Budimex (WSE:BDX) Has A Rock Solid Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

분석 기사 • Nov 23

There's Reason For Concern Over Budimex SA's (WSE:BDX) Price

Budimex SA's ( WSE:BDX ) price-to-earnings (or "P/E") ratio of 16.8x might make it look like a strong sell right now...

새로운 내러티브 • Nov 05

Budimex - a diversified and flexible company

Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been

분석 기사 • Nov 02

Budimex SA (WSE:BDX) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a sad week for Budimex SA ( WSE:BDX ), who've watched their investment drop 11% to zł501 in the week since...

분석 기사 • Aug 24

Budimex SA (WSE:BDX) Investors Are Less Pessimistic Than Expected

With a price-to-earnings (or "P/E") ratio of 20.4x Budimex SA ( WSE:BDX ) may be sending very bearish signals at the...

분석 기사 • Aug 02

Calculating The Fair Value Of Budimex SA (WSE:BDX)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Budimex fair value estimate is zł607 Budimex's zł623 share...

분석 기사 • Jul 12

Is Budimex (WSE:BDX) A Risky Investment?

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

분석 기사 • May 25

Budimex's (WSE:BDX) Dividend Will Be Increased To PLN35.69

Budimex SA ( WSE:BDX ) has announced that it will be increasing its dividend from last year's comparable payment on the...

분석 기사 • May 08

What Budimex SA's (WSE:BDX) P/E Is Not Telling You

With a price-to-earnings (or "P/E") ratio of 25.3x Budimex SA ( WSE:BDX ) may be sending very bearish signals at the...

분석 기사 • Mar 25

Does Budimex (WSE:BDX) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

분석 기사 • Jan 03

Some Confidence Is Lacking In Budimex SA's (WSE:BDX) P/E

With a price-to-earnings (or "P/E") ratio of 25.9x Budimex SA ( WSE:BDX ) may be sending very bearish signals at the...

분석 기사 • Dec 07

Budimex (WSE:BDX) Has A Rock Solid Balance Sheet

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

분석 기사 • Sep 08

We Think Budimex (WSE:BDX) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

분석 기사 • Aug 12

A Look At The Fair Value Of Budimex SA (WSE:BDX)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Budimex fair value estimate is zł455 Budimex's zł487 share...

분석 기사 • May 20

Budimex's (WSE:BDX) Shareholders Will Receive A Smaller Dividend Than Last Year

Budimex SA ( WSE:BDX ) has announced that on 5th of June, it will be paying a dividend ofPLN17.99, which a reduction...

분석 기사 • May 01

Is Budimex (WSE:BDX) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

분석 기사 • Mar 01

Budimex SA (WSE:BDX) Shares Could Be 31% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Budimex is zł214 based on Dividend Discount Model Budimex is estimated to be...

분석 기사 • Jan 20

Here's Why Budimex (WSE:BDX) Can Manage Its Debt Responsibly

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

분석 기사 • Oct 07

Here's Why Budimex (WSE:BDX) Can Manage Its Debt Responsibly

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 • Sep 14

A Look At The Fair Value Of Budimex SA (WSE:BDX)

Today we will run through one way of estimating the intrinsic value of Budimex SA ( WSE:BDX ) by taking the forecast...

분석 기사 • Jun 21

These 4 Measures Indicate That Budimex (WSE:BDX) Is Using Debt Safely

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

분석 기사 • May 21

Budimex's (WSE:BDX) Upcoming Dividend Will Be Larger Than Last Year's

Budimex SA ( WSE:BDX ) has announced that it will be increasing its dividend on the 14th of June to zł23.47. This makes...

이익 및 매출 성장 예측

WSE:BDX - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	13,644	998	1,329	1,620	3
12/31/2027	12,136	863	1,238	1,512	4
12/31/2026	10,129	765	876	1,136	1
3/31/2026	9,293	720	579	900	N/A
12/31/2025	9,439	748	395	719	N/A
9/30/2025	9,016	610	411	716	N/A
6/30/2025	9,025	610	159	459	N/A
3/31/2025	9,115	611	-74	173	N/A
12/31/2024	9,118	616	311	564	N/A
9/30/2024	9,318	735	489	687	N/A
6/30/2024	9,524	740	827	987	N/A
3/31/2024	9,507	751	1,139	1,286	N/A
12/31/2023	9,802	738	1,170	1,312	N/A
9/30/2023	9,245	626	1,184	1,310	N/A
6/30/2023	8,939	608	1,319	1,453	N/A
3/31/2023	8,959	584	1,089	1,236	N/A
12/31/2022	8,619	534	1,303	1,428	N/A
9/30/2022	8,746	508	509	628	N/A
6/30/2022	8,668	452	251	372	N/A
3/31/2022	8,265	465	614	721	N/A
12/31/2021	7,911	451	661	765	N/A
9/30/2021	7,626	444	357	451	N/A
6/30/2021	7,490	442	875	946	N/A
3/31/2021	7,484	316	927	987	N/A
12/31/2020	7,709	302	826	888	N/A
9/30/2020	7,804	248	1,728	1,795	N/A
6/30/2020	7,781	215	1,663	1,730	N/A
3/31/2020	7,659	226	1,334	1,391	N/A
12/31/2019	7,570	226	N/A	574	N/A
9/30/2019	7,380	212	N/A	386	N/A
6/30/2019	7,333	249	N/A	-177	N/A
3/31/2019	7,429	271	N/A	-317	N/A
12/31/2018	7,387	305	N/A	-523	N/A
9/30/2018	7,206	358	N/A	-400	N/A
6/30/2018	6,950	398	N/A	2	N/A
3/31/2018	6,655	443	N/A	145	N/A
12/31/2017	6,369	464	N/A	196	N/A
9/30/2017	6,007	496	N/A	-16	N/A
6/30/2017	5,864	458	N/A	-28	N/A
3/31/2017	5,637	443	N/A	162	N/A
12/31/2016	5,572	410	N/A	612	N/A
9/30/2016	5,510	326	N/A	638	N/A
6/30/2016	5,295	275	N/A	627	N/A
3/31/2016	5,275	250	N/A	558	N/A
12/31/2015	5,134	236	N/A	699	N/A
9/30/2015	4,980	218	N/A	709	N/A
6/30/2015	5,065	212	N/A	692	N/A

애널리스트 향후 성장 전망

수입 대 저축률: BDX 의 연간 예상 수익 증가율(11%)이 saving rate(5.3%)보다 높습니다.

수익 vs 시장: BDX 의 연간 수익(11%)이 Polish 시장(11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BDX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BDX 의 수익(연간 11.4%)이 Polish 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: BDX 의 수익(연간 11.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BDX의 자본 수익률은 3년 후 65.4%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/06/08 16:00
종가	2026/06/08 00:00
수익	2026/03/31
연간 수익	2025/12/31

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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 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 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Budimex SA는 14명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Beata Szparaga-Wasniewska	Biuro maklerskie mBanku
Rafal Wiatr	Citigroup Inc
Tomasz Krukowski	Deutsche Bank

Budimex 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 7.5% to zł701

Price target increased by 7.5% to zł616

Consensus EPS estimates fall by 13%

Budimex SA (WSE:BDX) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Price target increased by 9.4% to zł563

Price target increased by 17% to zł514

Recent updates

Upcoming dividend of zł32.42 per share

First quarter 2026 earnings released: EPS: zł3.38 (vs zł4.48 in 1Q 2025)

Budimex SA, Annual General Meeting, May 27, 2026

Dividend increased to zł32.42

Budimex SA announces Annual dividend, payable on June 10, 2026

Budimex SA to Report Q1, 2026 Results on May 06, 2026

Price target increased by 7.5% to zł701

Is Budimex SA (WSE:BDX) Expensive For A Reason? A Look At Its Intrinsic Value

Does Budimex (WSE:BDX) Have A Healthy Balance Sheet?

Now 23% overvalued after recent price rise

Third quarter 2025 earnings released: EPS: zł6.68 (vs zł6.67 in 3Q 2024)

Budimex SA to Report Q3, 2025 Results on Oct 27, 2025

Now 22% overvalued

Is Budimex (WSE:BDX) Using Too Much Debt?

Estimating The Fair Value Of Budimex SA (WSE:BDX)

Second quarter 2025 earnings released: EPS: zł6.12 (vs zł6.17 in 2Q 2024)

Budimex SA to Report First Half, 2025 Results on Aug 22, 2025

With Budimex SA (WSE:BDX) It Looks Like You'll Get What You Pay For

Is Budimex (WSE:BDX) A Risky Investment?

Calculating The Fair Value Of Budimex SA (WSE:BDX)

Upcoming dividend of zł25.43 per share

Here's Why Budimex SA's (WSE:BDX) CEO May Have Their Pay Bumped Up

Now 21% overvalued after recent price rise

Budimex (WSE:BDX) Has Announced That Its Dividend Will Be Reduced To PLN25.43

First quarter 2025 earnings released

Budimex (WSE:BDX) Has Announced That Its Dividend Will Be Reduced To PLN25.43

Budimex SA, Annual General Meeting, May 29, 2025

Investor sentiment improves as stock rises 19%

Budimex SA's (WSE:BDX) Popularity With Investors Is Under Threat From Overpricing

Budimex (WSE:BDX) Is Reducing Its Dividend To PLN25.43

Dividend reduced to zł25.43

Budimex SA announces Annual dividend, payable on June 13, 2025

Price target increased by 7.5% to zł616

Budimex (WSE:BDX) Has A Rock Solid Balance Sheet

Investor sentiment improves as stock rises 15%

Budimex (WSE:BDX) Has A Rock Solid Balance Sheet

Consensus EPS estimates fall by 13%

Now 21% undervalued after recent price drop

There's Reason For Concern Over Budimex SA's (WSE:BDX) Price

Budimex - a diversified and flexible company

Budimex SA (WSE:BDX) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Third quarter 2024 earnings released: EPS: zł6.67 (vs zł6.88 in 3Q 2023)

Now 20% overvalued

Second quarter 2024 earnings released

Budimex SA (WSE:BDX) Investors Are Less Pessimistic Than Expected

Calculating The Fair Value Of Budimex SA (WSE:BDX)

Is Budimex (WSE:BDX) A Risky Investment?

Budimex SA to Report Q2, 2024 Results on Jul 29, 2024

Budimex's (WSE:BDX) Dividend Will Be Increased To PLN35.69

Budimex SA Approves Dividend for 2023, Payable on June 6, 2024

Price target increased by 9.4% to zł563

Upcoming dividend of zł35.69 per share

What Budimex SA's (WSE:BDX) P/E Is Not Telling You

Budimex SA, Annual General Meeting, May 23, 2024

Dividend of zł35.69 announced

Price target increased by 17% to zł514

Does Budimex (WSE:BDX) Have A Healthy Balance Sheet?

Price target increased by 7.3% to zł459

Budimex SA to Report Q3, 2024 Results on Oct 28, 2024

Budimex Provides Consolidated Earnings Guidance for the Fourth Quarter of 2023

Some Confidence Is Lacking In Budimex SA's (WSE:BDX) P/E

Budimex (WSE:BDX) Has A Rock Solid Balance Sheet

Third quarter 2023 earnings released

Investor sentiment improves as stock rises 19%

New minor risk - Share price stability

We Think Budimex (WSE:BDX) Can Manage Its Debt With Ease

Price target increased by 9.7% to zł420

Price target increased by 9.7% to zł401

Investor sentiment improves as stock rises 17%