Implenia AG

SWX:IMPN Voorraadrapport

Marktkapitalisatie: CHF 1.1b

Implenia Toekomstige groei

Future criteriumcontroles 3/6

Implenia zal naar verwachting groeien in winst en omzet met respectievelijk 11.5% en 6% per jaar. De winst per aandeel zal naar verwachting groeien met 11% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 12.3% zijn.

Belangrijke informatie

11.5%

Groei van de winst

11.04%

Groei van de winst per aandeel

Construction winstgroei10.9%
Inkomstengroei6.0%
Toekomstig rendement op eigen vermogen12.35%
Dekking van analisten

Good

Laatst bijgewerkt24 Mar 2026

Recente toekomstige groei-updates

Analyseartikel Aug 23

Implenia AG Just Beat Revenue By 5.0%: Here's What Analysts Think Will Happen Next

Shareholders of Implenia AG ( VTX:IMPN ) will be pleased this week, given that the stock price is up 12% to CHF65.00...

Recent updates

Narratiefupdate May 13

IMPN: New Contracts And Higher Dividend Will Support Steady Outlook

Analysts have maintained their CHF 65.00 price target for Implenia, highlighting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E that still support this valuation level. What's in the News Implenia is acting as general contractor on a turnkey new police headquarters in Münster, North Rhine-Westphalia, with a contract volume of more than €200 million and completion targeted for October 2029.
Narratiefupdate Apr 21

IMPN: Future Turnkey Projects And Higher Dividend Will Support Earnings Quality

Analysts have adjusted their CHF price target for Implenia to reflect updated assumptions for the discount rate, revenue growth, profit margin and future P/E. The new target is now set at CHF 100.00, compared with the previous CHF 100.
Narratiefupdate Apr 06

IMPN: Large Project Wins And Dividend Increase Will Support Balanced Outlook

Analysts have adjusted their fair value estimate for Implenia to CHF65 from CHF52 to reflect updated views on the discount rate, revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News Implenia secured new building construction contracts in Switzerland and Germany worth more than CHF 310 million for projects scheduled between 2026 and 2028.
Narratiefupdate Mar 22

IMPN: Major Rail And Infrastructure Contracts Will Support Future Upside Potential

Analysts have revised their fair value estimate for Implenia to CHF 86.00 from CHF 84.40, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors plans to propose a 56% higher dividend of CHF 1.40 per share, compared with CHF 0.90 in the previous year, at the Annual General Meeting on 31 March 2026 (Key Developments).
Narratiefupdate Mar 09

IMPN: Future Infrastructure Pipeline Will Support Higher Earnings Quality

Analysts now set their fair value estimate for Implenia at CHF 100, up from CHF 61, citing updated assumptions for a lower discount rate, higher revenue growth, modestly improved profit margins and a higher future P/E multiple. What's in the News Implenia has scheduled an Analyst/Investor Day, giving the market a focused update on its business and project pipeline (Key Developments).
Narratiefupdate Mar 07

IMPN: Major Rail And Bridge Contracts Will Support Future Upside Potential

Analysts have lifted their price target on Implenia from CHF 83.00 to CHF 84.40, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key factors behind the change. What's in the News Implenia plans an Analyst and Investor Day, giving the market a closer look at its business priorities and project pipeline (Key Developments).
Narratiefupdate Feb 21

IMPN: Future Infrastructure Pipeline And Higher Multiple Support Balanced Outlook

Analysts have raised their price target for Implenia from CHF 62.50 to CHF 83.00, citing updated assumptions around revenue growth, profit margin and a higher future P/E multiple as the key drivers of the change. What's in the News Implenia has secured new infrastructure projects in Germany and Norway, including three bridges and a tunnel carrying motorway sections and connecting roads, with a total contract value of around €350 million, all focused on large, complex mobility and energy supply infrastructure (Key Developments).
Narratiefupdate Feb 07

IMPN: Major Infrastructure Wins Will Likely Fail To Support Future Pricing

Analysts have maintained their price target for Implenia at CHF 52.00, citing only minor model adjustments to the discount rate, revenue growth and profit margin assumptions as the reasons for reaffirming their view. What's in the News Implenia won new infrastructure contracts in Germany and Norway for three bridges and a tunnel that carry motorway sections and connecting roads, with a total order value of around €350 million.
Narratiefupdate Jan 24

IMPN: Large Infrastructure Contract Wins Will Likely Fail To Support Pricing

Analysts have maintained their price target for Implenia at €52.00, with the unchanged fair value reflecting only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E rather than a shift in their core view. What's in the News Implenia secured new infrastructure contracts in Germany and Norway for three bridges and a tunnel, with a combined value of around €350m, focused on large and complex mobility and energy supply projects (Key Developments).
Narratiefupdate Jan 09

IMPN: Large Rail Project Pipeline Will Likely Fail To Support Current Pricing

Analysts have maintained their fair value estimate for Implenia at CHF 52.00. This reflects slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E that offset each other in the overall price target.
Analyseartikel Dec 24

Implenia AG (VTX:IMPN) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Implenia AG ( VTX:IMPN ) shareholders would be excited to see that the share price has had a great month, posting a 25...
Narratiefupdate Dec 14

IMPN: Future Earnings Mix Will Likely Fail To Justify Current Pricing

Analysts have raised their price target on Implenia from CHF 48.00 to CHF 52.00, citing expectations of a more profitable earnings mix supported by higher projected profit margins and a lower implied future valuation multiple, despite moderating revenue growth assumptions and a slightly higher discount rate. Valuation Changes Fair Value: Increased from CHF 48.00 to CHF 52.00, reflecting a modest upward revision in the intrinsic value estimate.
Analyseartikel Nov 26

We Think Implenia (VTX:IMPN) Is Taking Some Risk With Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Oct 28

Earnings Working Against Implenia AG's (VTX:IMPN) Share Price

Implenia AG's ( VTX:IMPN ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now compared...
Analyseartikel Sep 10

Implenia (VTX:IMPN) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Narratiefupdate Aug 23

Service Solutions Development And Division Mergers Will Improve Future Operations

Despite a lower revenue growth forecast, analysts have raised Implenia's price target, likely reflecting improved net profit margin expectations, with fair value increasing from CHF57.25 to CHF61.50. What's in the News Implenia secured new building construction contracts worth approximately CHF 400 million, including a medical research and training center in Bern and a residential project in Zurich Oberland, with both projects emphasizing specialized expertise and sustainable standards.
Analyseartikel Aug 23

Implenia AG Just Beat Revenue By 5.0%: Here's What Analysts Think Will Happen Next

Shareholders of Implenia AG ( VTX:IMPN ) will be pleased this week, given that the stock price is up 12% to CHF65.00...
Analyseartikel Aug 22

Implenia AG's (VTX:IMPN) Intrinsic Value Is Potentially 75% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Implenia fair value estimate is CHF108 Current share price of...
Analyseartikel May 21

Implenia AG's (VTX:IMPN) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 9.9x Implenia AG ( VTX:IMPN ) may be sending very bullish signals at the...
Analyseartikel May 03

A Look At The Fair Value Of Implenia AG (VTX:IMPN)

Key Insights The projected fair value for Implenia is CHF59.77 based on 2 Stage Free Cash Flow to Equity Implenia's...
Analyseartikel Mar 18

Should You Investigate Implenia AG (VTX:IMPN) At CHF40.60?

While Implenia AG ( VTX:IMPN ) might not have the largest market cap around , it led the SWX gainers with a relatively...
Analyseartikel Feb 14

Implenia AG (VTX:IMPN) Shares Fly 27% But Investors Aren't Buying For Growth

Implenia AG ( VTX:IMPN ) shareholders have had their patience rewarded with a 27% share price jump in the last month...
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Nieuw narratief Feb 10

Integration Of Wincasa Will Continue To Strain Cash Flows

Declining order backlog and challenging construction markets threaten sales revenue, especially with low demand in Germany.
Analyseartikel Aug 29

Here's Why Implenia (VTX:IMPN) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Mar 20

Implenia AG's (VTX:IMPN) CEO Compensation Is Looking A Bit Stretched At The Moment

Key Insights Implenia will host its Annual General Meeting on 26th of March Total pay for CEO André Wyss includes...
Analyseartikel Dec 21

Is There An Opportunity With Implenia AG's (VTX:IMPN) 38% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Implenia fair value estimate is CHF49.22 Implenia is estimated...
Analyseartikel Aug 17

Is Implenia AG (VTX:IMPN) Trading At A 37% Discount?

Key Insights Implenia's estimated fair value is CHF59.90 based on 2 Stage Free Cash Flow to Equity Implenia's CHF37.55...
Analyseartikel Jun 17

Should You Investigate Implenia AG (VTX:IMPN) At CHF19.00?

While Implenia AG ( VTX:IMPN ) might not be the most widely known stock at the moment, it received a lot of attention...
Analyseartikel Jan 18

Should You Investigate Implenia AG (VTX:IMPN) At CHF23.00?

While Implenia AG ( VTX:IMPN ) might not be the most widely known stock at the moment, it saw a significant share price...

Winst- en omzetgroeiprognoses

SWX:IMPN - Toekomstschattingen van analisten en financiële gegevens uit het verleden (CHF Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20283,8851141011334
12/31/20273,7071041041386
12/31/20263,479831211296
12/31/20253,4758482137N/A
9/30/20253,5749139107N/A
6/30/20253,67499-377N/A
3/31/20253,61696-2060N/A
12/31/20243,55992-3843N/A
9/30/20243,5881141895N/A
6/30/20243,61613574147N/A
3/31/20243,606138-858N/A
12/31/20233,596141-90-30N/A
9/30/20233,544107-167-115N/A
6/30/20233,49274-243-200N/A
3/31/20233,51589-77-36N/A
12/31/20223,53810589128N/A
9/30/20223,593104161203N/A
6/30/20223,648103232278N/A
3/31/20223,7068258104N/A
12/31/20213,76561-116-69N/A
9/30/20213,856-54-243-196N/A
6/30/20213,946-170-370-323N/A
3/31/20213,968-152-296-242N/A
12/31/20203,989-135-222-162N/A
9/30/20204,081-24-112-44N/A
6/30/20204,17387-273N/A
3/31/20204,3025932108N/A
12/31/20194,4313065144N/A
9/30/20194,4288N/A70N/A
6/30/20194,425-13N/A-4N/A
3/31/20194,395-9N/A6N/A
12/31/20184,364-5N/A16N/A
9/30/20184,32825N/A67N/A
6/30/20184,29156N/A118N/A
3/31/20184,07546N/A158N/A
12/31/20173,85936N/A197N/A
9/30/20173,62738N/A174N/A
6/30/20173,39440N/A151N/A
3/31/20173,33150N/A107N/A
12/31/20163,26760N/A62N/A
9/30/20163,30354N/A86N/A
6/30/20163,33849N/A110N/A
3/31/20163,31348N/A128N/A
12/31/20153,28848N/A145N/A
9/30/20153,15555N/A106N/A
6/30/20153,02161N/A66N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei IMPN ( 11.5% per jaar) ligt boven de spaarquote ( 0.6% ).

Winst versus markt: De winst van IMPN ( 11.5% per jaar) zal naar verwachting sneller groeien dan de Swiss markt ( 10.8% per jaar).

Hoge groeiwinsten: De winst van IMPN zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van IMPN ( 6% per jaar) zal naar verwachting sneller groeien dan de markt Swiss ( 4.9% per jaar).

Hoge groei-inkomsten: De omzet van IMPN ( 6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen IMPN zal naar verwachting over 3 jaar laag zijn ( 12.3 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 13:13
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Implenia AG wordt gevolgd door 8 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Patrick AppenzellerBaader Helvea Equity Research
Patrick LaagerBerenberg
Christian KorthHSBC