View ValuationMedios 향후 성장Future 기준 점검 3/6Medios (는) 각각 연간 34% 및 6.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.5% 로 예상됩니다.핵심 정보34.0%이익 성장률31.60%EPS 성장률Healthcare 이익 성장17.3%매출 성장률6.2%향후 자기자본이익률8.47%애널리스트 커버리지Low마지막 업데이트21 Jun 2024최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • 6hMedios AG (XTRA:ILM1) agreed to acquire 74% stake in Caesar & Loretz GmbH.Medios AG (XTRA:ILM1) agreed to acquire 74% stake in Caesar & Loretz GmbH on August 11, 2026. The transaction is subject to antitrust regulations. Caesar & Loretz is to continue to operate as an independent company under its own brand and will be led by Asiye Dogan. Upon the closing of the transaction, Ulrich von der Linde will step down from management. The company employs approximately 240 people at its operational GMP-certified sites in Hilden and Bonn.공고 • Jul 01Medios AG Closes the Facility of Its Wholly Owned Subsidiary, Medios Solutions Aschaffenburg GmbHMedios AG is closing the facility of its wholly owned subsidiary, Medios Solutions Aschaffenburg GmbH, and consolidated patient-specific manufacturing at the remaining locations in its Germany-wide network. Production had already been relocated, and supplies to pharmacies and hospitals are guaranteed. Aschaffenburg most recently accounted for approximately 10% of the production volume of the Medios Group’s German manufacturing facilities. The measure affects 32 employees, for whom Medios is seeking to provide fair compensation. The business of patient-specific formulations is under sustained margin pressure – particularly due to price regulatory adjustments – which the company is now countering with measures to increase efficiency. In Germany, Medios operates up until now a network of six GMP manufacturing facilities for patient-specific therapies (GMP stands for “Good Manufacturing Practice,” which entails mandatory production standards and validated quality management). The Aschaffenburg site had recently been operating at below-average profitability amid declining capacity utilization. Against this backdrop, continued economic operation was no longer feasible. Structural renovation work currently required at the site has accelerated the implementation of this decision. The site closure is part of the company’s Operational Excellence Program, which aims to sustainably strengthen profitability.공고 • Apr 30Medios AG, Annual General Meeting, Jun 10, 2026Medios AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time.공고 • Dec 05+ 3 more updatesMedios AG to Report Q1, 2026 Results on May 12, 2026Medios AG announced that they will report Q1, 2026 results on May 12, 2026공고 • Apr 15Medios AG, Annual General Meeting, May 27, 2025Medios AG, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.공고 • Jun 08Medios AG (XTRA:ILM1) acquired Ceban B.V. from Bencis Capital Partners B.V.Medios AG (XTRA:ILM1) agreed to acquire Ceban B.V. from Bencis Capital Partners B.V. for €259 million on March 18, 2024. The purchase price for the transaction includes a cash component of €235.3 million and 1.7 million new Medios shares valued approx. €23.9 million. The newly issued shares will be subject to a hard lock-up period of 24 months. The purchase price is financed by Medios from existing cash and an already committed credit facility. The 1.7 million new shares will be issued out of authorized capital against contributions in kind. Ceban had a preliminary revenue of €160 million in 2023. The preliminary EBITDA-adjusted amounts to €29 million in 2023. Ceban will continue to operate under its own brand names. Ceban’s strong and experienced management team has committed to remain fully involved to further drive growth in already existing markets and in new geographies within Europe. The completion of the transaction is subject to the fulfilment of customary closing conditions. The closing of the transaction is expected for the second quarter of 2024. The transaction has attractive multiple and immediately accretive to EBITDA pre and EBITDA pre margin.Jefferies LLC acted as financial advisor to Ceban. Dirk Besse and Sebastian Schwalme of Morrison & Foerster LLP acted as legal advisors for Medios AG. Danielle du Bois-Buné, Bastiaan van Rath, Hein van den Bos, Alexander Fortuin, Matthijs Dols, Maria Benbrahim, Mariëtte Vis, Chantal van Dam, Robert Masman, Tom van Duuren, Michael Schlitt, Susanne Ries, Sebastian Biller, Karolin Hiller, Fabien Roy, Falk Schöning of Hogan Lovells International Llp acted as sell-side legal advisor to Bencis Capital Partners B.V.Medios AG (XTRA:ILM1) completed the acquisition of Ceban B.V. from Bencis Capital Partners B.V. on June 6, 2024. The conditions required for the closing of the transaction were fully met. Ceban B.V. will be included in the scope of consolidation of Medios AG as of June 1, 2024.공고 • Mar 20Medios AG (XTRA:ILM1) agreed to acquire Ceban B.V. from Bencis Capital Partners B.V. for € 259 million.Medios AG (XTRA:ILM1) agreed to acquire Ceban B.V. from Bencis Capital Partners B.V. for € 259 million on March 18, 2024. The purchase price for the transaction includes a cash component of €235.3 million and 1.7 million new Medios shares valued approx. €23.9 million. The newly issued shares will be subject to a hard lock-up period of 24 months. The purchase price is financed by Medios from existing cash and an already committed credit facility. The 1.7 million new shares will be issued out of authorized capital against contributions in kind. Ceban had a preliminary revenue of €160 million in 2023. The preliminary EBITDA-adjusted amounts to €29 million in 2023. Ceban will continue to operate under its own brand names. Ceban’s strong and experienced management team has committed to remain fully involved to further drive growth in already existing markets and in new geographies within Europe. The completion of the transaction is subject to the fulfilment of customary closing conditions. The closing of the transaction is expected for the second quarter of 2024. Jefferies LLC acted as financial advisor to Ceban.공고 • Jan 06Medios AG, Annual General Meeting, Jun 26, 2024Medios AG, Annual General Meeting, Jun 26, 2024.공고 • Dec 08+ 1 more updateMedios AG to Report Q2, 2024 Results on Aug 13, 2024Medios AG announced that they will report Q2, 2024 results on Aug 13, 2024이익 및 매출 성장 예측OTCPK:MEDO.F - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20262,260495570512/31/20252,167444761512/31/20242,01229455753/31/20241,810188485N/A12/31/20231,785191516N/A9/30/20231,743192830N/A6/30/20231,67318-51-48N/A3/31/20231,650181114N/A12/31/20221,612183237N/A9/30/20221,581133239N/A6/30/20221,516113242N/A3/31/20221,436102538N/A12/31/20211,35974962N/A9/30/20211,16311-15-5N/A6/30/20219699-24-15N/A3/31/20217806-12-6N/A12/31/20206276-43-38N/A9/30/2020599602N/A6/30/2020582925N/A3/31/202056610-14-11N/A12/31/201951810-30N/A9/30/2019464903N/A6/30/20194137-3-1N/A3/31/20193716-4-2N/A12/31/20183294-5-3N/A9/30/20183054-3-1N/A6/30/20182823-22N/A3/31/20182684-31N/A12/31/20172544N/A1N/A9/30/20172241N/A-2N/A6/30/2017193-2N/A-5N/A3/31/2017163-3N/A-3N/A12/31/2016133-3N/A-2N/A12/31/2015581N/A1N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MEDO.F 의 연간 예상 수익 증가율(34%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: MEDO.F 의 연간 수익(34%)이 US 시장(17%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MEDO.F 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: MEDO.F 의 수익(연간 6.2%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MEDO.F 의 수익(연간 6.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MEDO.F의 자본 수익률은 3년 후 8.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/07/30 17:09종가2024/05/03 00:00수익2024/03/31연간 수익2023/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Medios AG는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael HeiderBerenbergMichael KuhnDeutsche BankMartin ComtesseJefferies LLC7명의 분석가 더 보기
공고 • 6hMedios AG (XTRA:ILM1) agreed to acquire 74% stake in Caesar & Loretz GmbH.Medios AG (XTRA:ILM1) agreed to acquire 74% stake in Caesar & Loretz GmbH on August 11, 2026. The transaction is subject to antitrust regulations. Caesar & Loretz is to continue to operate as an independent company under its own brand and will be led by Asiye Dogan. Upon the closing of the transaction, Ulrich von der Linde will step down from management. The company employs approximately 240 people at its operational GMP-certified sites in Hilden and Bonn.
공고 • Jul 01Medios AG Closes the Facility of Its Wholly Owned Subsidiary, Medios Solutions Aschaffenburg GmbHMedios AG is closing the facility of its wholly owned subsidiary, Medios Solutions Aschaffenburg GmbH, and consolidated patient-specific manufacturing at the remaining locations in its Germany-wide network. Production had already been relocated, and supplies to pharmacies and hospitals are guaranteed. Aschaffenburg most recently accounted for approximately 10% of the production volume of the Medios Group’s German manufacturing facilities. The measure affects 32 employees, for whom Medios is seeking to provide fair compensation. The business of patient-specific formulations is under sustained margin pressure – particularly due to price regulatory adjustments – which the company is now countering with measures to increase efficiency. In Germany, Medios operates up until now a network of six GMP manufacturing facilities for patient-specific therapies (GMP stands for “Good Manufacturing Practice,” which entails mandatory production standards and validated quality management). The Aschaffenburg site had recently been operating at below-average profitability amid declining capacity utilization. Against this backdrop, continued economic operation was no longer feasible. Structural renovation work currently required at the site has accelerated the implementation of this decision. The site closure is part of the company’s Operational Excellence Program, which aims to sustainably strengthen profitability.
공고 • Apr 30Medios AG, Annual General Meeting, Jun 10, 2026Medios AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time.
공고 • Dec 05+ 3 more updatesMedios AG to Report Q1, 2026 Results on May 12, 2026Medios AG announced that they will report Q1, 2026 results on May 12, 2026
공고 • Apr 15Medios AG, Annual General Meeting, May 27, 2025Medios AG, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.
공고 • Jun 08Medios AG (XTRA:ILM1) acquired Ceban B.V. from Bencis Capital Partners B.V.Medios AG (XTRA:ILM1) agreed to acquire Ceban B.V. from Bencis Capital Partners B.V. for €259 million on March 18, 2024. The purchase price for the transaction includes a cash component of €235.3 million and 1.7 million new Medios shares valued approx. €23.9 million. The newly issued shares will be subject to a hard lock-up period of 24 months. The purchase price is financed by Medios from existing cash and an already committed credit facility. The 1.7 million new shares will be issued out of authorized capital against contributions in kind. Ceban had a preliminary revenue of €160 million in 2023. The preliminary EBITDA-adjusted amounts to €29 million in 2023. Ceban will continue to operate under its own brand names. Ceban’s strong and experienced management team has committed to remain fully involved to further drive growth in already existing markets and in new geographies within Europe. The completion of the transaction is subject to the fulfilment of customary closing conditions. The closing of the transaction is expected for the second quarter of 2024. The transaction has attractive multiple and immediately accretive to EBITDA pre and EBITDA pre margin.Jefferies LLC acted as financial advisor to Ceban. Dirk Besse and Sebastian Schwalme of Morrison & Foerster LLP acted as legal advisors for Medios AG. Danielle du Bois-Buné, Bastiaan van Rath, Hein van den Bos, Alexander Fortuin, Matthijs Dols, Maria Benbrahim, Mariëtte Vis, Chantal van Dam, Robert Masman, Tom van Duuren, Michael Schlitt, Susanne Ries, Sebastian Biller, Karolin Hiller, Fabien Roy, Falk Schöning of Hogan Lovells International Llp acted as sell-side legal advisor to Bencis Capital Partners B.V.Medios AG (XTRA:ILM1) completed the acquisition of Ceban B.V. from Bencis Capital Partners B.V. on June 6, 2024. The conditions required for the closing of the transaction were fully met. Ceban B.V. will be included in the scope of consolidation of Medios AG as of June 1, 2024.
공고 • Mar 20Medios AG (XTRA:ILM1) agreed to acquire Ceban B.V. from Bencis Capital Partners B.V. for € 259 million.Medios AG (XTRA:ILM1) agreed to acquire Ceban B.V. from Bencis Capital Partners B.V. for € 259 million on March 18, 2024. The purchase price for the transaction includes a cash component of €235.3 million and 1.7 million new Medios shares valued approx. €23.9 million. The newly issued shares will be subject to a hard lock-up period of 24 months. The purchase price is financed by Medios from existing cash and an already committed credit facility. The 1.7 million new shares will be issued out of authorized capital against contributions in kind. Ceban had a preliminary revenue of €160 million in 2023. The preliminary EBITDA-adjusted amounts to €29 million in 2023. Ceban will continue to operate under its own brand names. Ceban’s strong and experienced management team has committed to remain fully involved to further drive growth in already existing markets and in new geographies within Europe. The completion of the transaction is subject to the fulfilment of customary closing conditions. The closing of the transaction is expected for the second quarter of 2024. Jefferies LLC acted as financial advisor to Ceban.
공고 • Jan 06Medios AG, Annual General Meeting, Jun 26, 2024Medios AG, Annual General Meeting, Jun 26, 2024.
공고 • Dec 08+ 1 more updateMedios AG to Report Q2, 2024 Results on Aug 13, 2024Medios AG announced that they will report Q2, 2024 results on Aug 13, 2024