View Future GrowthAcron 과거 순이익 실적과거 기준 점검 3/6지난 몇 년간 Acron 의 실적에 대한 데이터가 부족합니다.핵심 정보n/a순이익 성장률n/a주당순이익(EPS) 성장률Chemicals 산업 성장률31.77%매출 성장률53.62%자기자본이익률51.62%순이익률34.06%최근 순이익 업데이트30 Sep 2021최근 과거 실적 업데이트Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021공시 • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020모든 업데이트 보기Recent updates공시 • Apr 24Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025. Location: lomonosov street, house 22a, veliky novgorod Russia공시 • May 23Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024. Post completion, Public Joint Stock Company Acron (MISX:AKRN) holds 90% in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) completed the acquisition of additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024.공시 • Apr 09Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024.공시 • May 28Acron Announces Cancellation of SecuritiesAt the request of Public Joint Stock Company Acron, securities (Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Regulation S) and Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Rule 144A)) have been cancelled from admission to trading on London Stock Exchange with effect from May 27, 2022 at 08:00.공시 • May 19Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Mar 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽12,854, the stock trades at a trailing P/E ratio of 8.1x. Average forward P/E is 15x in the Chemicals industry in Russia. Total returns to shareholders of 238% over the past three years.공시 • Feb 05Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4).Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4) on February 4, 2022. Petrobras clarifies that the signing of the sales contract still depends on Petrobras governance procedures, after governmental approvals.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₽14,490, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 285% over the past three years.공시 • Feb 04Acron Board of Directors Issues Recommendation on Dividend AmountAcron Board of Directors meeting issued a recommendation to the extraordinary general meeting to be held as absentee voting on 25 February 2022, to pay (declare) cash dividends of RUB 240 per Acron outstanding ordinary share from retained earnings for previous years. The Company will allocate a total of RUB 8,822 million for dividend payment. The Board of Directors proposed to set a record date for 9 March 2022.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₽14,716, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Chemicals industry in Europe. Total returns to shareholders of 278% over the past three years.Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₽12,608, the stock trades at a trailing P/E ratio of 13.8x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 222% over the past three years.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽8,170, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 110% over the past three years.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 18Public Joint Stock Company Acron (MISX:AKRN) announces an Equity Buyback for 4,053,400 shares, for RUB 24,500 million.Public Joint Stock Company Acron (MISX:AKRN) announces a share repurchase program. Under the program, the company will repurchase up to 4,053,400 shares, for RUB 24,500 million. The shares will be repurchased at a price of RUB 6,050 per share. If the shares are oversubscribed, the company will prorate the number of shares accepted for payment. The program is valid till August 6, 2021.Executive Departure • Jun 02Independent Director has left the companyOn the 28th of May, Vladimir Sister's tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Vladimir's name. Vladimir is the only executive to leave the company over the last 12 months.Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • May 07Public Joint Stock Company Acron Recommends Dividend for the Year 2020Public Joint Stock Company Acron at its AGM to be held on 28 May 2021, recommended distribute Acron’s 2020 net profit as follows: RUB 1,216,020,000 shall be allocated to pay dividends on Acron outstanding ordinary shares. RUB 4,469,524,499 shall remain undistributed. Pay (declare) dividends on Acron outstanding ordinary shares for 2020 in cash at the rate of thirty roubles (RUB 30) per share. The Board of Directors also recommended setting a record date for persons entitled to dividends for 8 June 2021.Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021Is New 90 Day High Low • Dec 17New 90-day low: ₽5,876The company is down 1.0% from its price of ₽5,928 on 18 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,280 per share.공시 • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020Is New 90 Day High Low • Oct 30New 90-day high: ₽6,362The company is up 9.0% from its price of ₽5,816 on 31 July 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,046 per share.Is New 90 Day High Low • Sep 23New 90-day high: ₽6,030The company is up 10.0% from its price of ₽5,490 on 25 June 2020. The Russian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽2,952 per share.공시 • Aug 26Public Joint Stock Company Acron to Report First Half, 2020 Results on Aug 28, 2020Public Joint Stock Company Acron announced that they will report first half, 2020 results on Aug 28, 2020공시 • Jul 30an unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit.An unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020. As a result of the transaction, Acron sold its 9.1% stake and Potash and holds no shares in Verkhnekamsk Potash, JSC Acronit held 51% stake, after the transaction the holding fell to 50% plus one share in Verkhnekamsk Potash. an unknown buyer completed the acquisition of unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020.매출 및 비용 세부 내역Acron가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이MISX:AKRN 매출, 비용 및 순이익 (RUB Millions)날짜매출순이익일반관리비연구개발비30 Sep 21170,99158,23233,768030 Jun 21149,41433,92634,064031 Mar 21130,73724,03831,450031 Dec 20119,8643,31029,822030 Sep 20111,308-2,80531,040030 Jun 20110,7956,09730,056031 Mar 20113,4105,36028,865031 Dec 19114,83524,21929,254030 Sep 19119,89828,22728,705030 Jun 19119,12126,40927,660031 Mar 19113,51616,61226,831031 Dec 18108,06212,76825,190030 Sep 18102,83210,82523,087030 Jun 1896,86614,95121,596031 Mar 1894,31916,71520,365031 Dec 1794,34213,43220,438030 Sep 1791,86313,64419,466030 Jun 1789,3837,43420,034031 Mar 1788,41714,98019,482031 Dec 1689,35927,77819,263030 Sep 1690,08925,94119,050030 Jun 1694,01225,55617,690031 Mar 1689,38123,41216,864031 Dec 1592,01915,90816,4790양질의 수익: AKRN는 고품질 수익을 보유하고 있습니다.이익 마진 증가: AKRN는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 지난 5년 동안 AKRN의 연간 수익 성장률이 양(+)이었는지 판단하기에 데이터가 부족합니다.성장 가속화: AKRN는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: AKRN는 지난해 흑자전환하여 지난 해 수익 성장률을 Chemicals 업계(-1.3%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: AKRN의 자본 수익률(51.6%)은 뛰어남으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/10/05 11:08종가2022/07/08 00:00수익2021/09/30연간 수익2020/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Public Joint Stock Company Acron는 8명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Eduard FaritovBofA Global ResearchBob KommersDeutsche BankYonah WeiszHSBC5명의 분석가 더 보기
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021
공시 • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020
공시 • Apr 24Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025Public Joint Stock Company Acron, Annual General Meeting, May 29, 2025. Location: lomonosov street, house 22a, veliky novgorod Russia
공시 • May 23Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) acquired additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024. Post completion, Public Joint Stock Company Acron (MISX:AKRN) holds 90% in Joint Stock Company Verkhnekamsk Potash Company.Public Joint Stock Company Acron (MISX:AKRN) completed the acquisition of additional 10% stake in Joint Stock Company Verkhnekamsk Potash Company on May 22, 2024.
공시 • Apr 09Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024Public Joint Stock Company Acron, Annual General Meeting, May 08, 2024.
공시 • May 28Acron Announces Cancellation of SecuritiesAt the request of Public Joint Stock Company Acron, securities (Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Regulation S) and Global Depositary Receipts (Each Representing 1/10 Ordinary Shares Of RUB 5), Fully Paid, (Rule 144A)) have been cancelled from admission to trading on London Stock Exchange with effect from May 27, 2022 at 08:00.
공시 • May 19Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022Public Joint Stock Company Acron, Annual General Meeting, May 27, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Mar 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Senior Independent Director Nikolai Arutyunov was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽12,854, the stock trades at a trailing P/E ratio of 8.1x. Average forward P/E is 15x in the Chemicals industry in Russia. Total returns to shareholders of 238% over the past three years.
공시 • Feb 05Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4).Public Joint Stock Company Acron (MISX:AKRN) signed an agreement to acquire Nitrogen Fertilizer Unit III (UFN-III) from Petróleo Brasileiro S.A. - Petrobras (BOVESPA:PETR4) on February 4, 2022. Petrobras clarifies that the signing of the sales contract still depends on Petrobras governance procedures, after governmental approvals.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₽14,490, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 285% over the past three years.
공시 • Feb 04Acron Board of Directors Issues Recommendation on Dividend AmountAcron Board of Directors meeting issued a recommendation to the extraordinary general meeting to be held as absentee voting on 25 February 2022, to pay (declare) cash dividends of RUB 240 per Acron outstanding ordinary share from retained earnings for previous years. The Company will allocate a total of RUB 8,822 million for dividend payment. The Board of Directors proposed to set a record date for 9 March 2022.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₽14,716, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Chemicals industry in Europe. Total returns to shareholders of 278% over the past three years.
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₽568 (up from ₽85.81 loss in 3Q 2020). Revenue: ₽51.2b (up 73% from 3Q 2020). Net income: ₽21.0b (up ₽24.3b from 3Q 2020). Profit margin: 41% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 61%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improved over the past weekAfter last week's 29% share price gain to ₽12,608, the stock trades at a trailing P/E ratio of 13.8x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 222% over the past three years.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽8,170, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 17x in the Chemicals industry in Russia. Total returns to shareholders of 110% over the past three years.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₽503 (vs ₽237 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽47.0b (up 66% from 2Q 2020). Net income: ₽18.8b (up 110% from 2Q 2020). Profit margin: 40% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 18Public Joint Stock Company Acron (MISX:AKRN) announces an Equity Buyback for 4,053,400 shares, for RUB 24,500 million.Public Joint Stock Company Acron (MISX:AKRN) announces a share repurchase program. Under the program, the company will repurchase up to 4,053,400 shares, for RUB 24,500 million. The shares will be repurchased at a price of RUB 6,050 per share. If the shares are oversubscribed, the company will prorate the number of shares accepted for payment. The program is valid till August 6, 2021.
Executive Departure • Jun 02Independent Director has left the companyOn the 28th of May, Vladimir Sister's tenure as Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Vladimir's name. Vladimir is the only executive to leave the company over the last 12 months.
Reported Earnings • May 20First quarter 2021 earnings released: EPS ₽284 (vs ₽271 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽39.0b (up 39% from 1Q 2020). Net income: ₽10.5b (up ₽20.7b from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • May 07Public Joint Stock Company Acron Recommends Dividend for the Year 2020Public Joint Stock Company Acron at its AGM to be held on 28 May 2021, recommended distribute Acron’s 2020 net profit as follows: RUB 1,216,020,000 shall be allocated to pay dividends on Acron outstanding ordinary shares. RUB 4,469,524,499 shall remain undistributed. Pay (declare) dividends on Acron outstanding ordinary shares for 2020 in cash at the rate of thirty roubles (RUB 30) per share. The Board of Directors also recommended setting a record date for persons entitled to dividends for 8 June 2021.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽87.71 (vs ₽620 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽119.9b (up 4.4% from FY 2019). Net income: ₽3.31b (down 86% from FY 2019). Profit margin: 2.8% (down from 21% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Mar 18Public Joint Stock Company Acron to Report Fiscal Year 2020 Results on Mar 19, 2021Public Joint Stock Company Acron announced that they will report fiscal year 2020 results at 8:00 AM, Coordinated Universal Time on Mar 19, 2021
Is New 90 Day High Low • Dec 17New 90-day low: ₽5,876The company is down 1.0% from its price of ₽5,928 on 18 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,280 per share.
공시 • Nov 28Public Joint Stock Company Acron to Report Nine Months, 2020 Results on Nov 30, 2020Public Joint Stock Company Acron announced that they will report nine months, 2020 results on Nov 30, 2020
Is New 90 Day High Low • Oct 30New 90-day high: ₽6,362The company is up 9.0% from its price of ₽5,816 on 31 July 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,046 per share.
Is New 90 Day High Low • Sep 23New 90-day high: ₽6,030The company is up 10.0% from its price of ₽5,490 on 25 June 2020. The Russian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽2,952 per share.
공시 • Aug 26Public Joint Stock Company Acron to Report First Half, 2020 Results on Aug 28, 2020Public Joint Stock Company Acron announced that they will report first half, 2020 results on Aug 28, 2020
공시 • Jul 30an unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit.An unknown buyer acquired unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020. As a result of the transaction, Acron sold its 9.1% stake and Potash and holds no shares in Verkhnekamsk Potash, JSC Acronit held 51% stake, after the transaction the holding fell to 50% plus one share in Verkhnekamsk Potash. an unknown buyer completed the acquisition of unknown minority stake in CJSC Verkhnekamsk Potash Company from Public Joint Stock Company Acron (MISX:AKRN) and JSC Acronit on June 30, 2020.