Imerys Beheer
Beheer criteriumcontroles 3/4
Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Alessandro Dazza
Algemeen directeur
€3.9m
Totale compensatie
| Percentage CEO-salaris | 23.64% |
| Dienstverband CEO | 6.3yrs |
| Eigendom CEO | n/a |
| Management gemiddelde ambtstermijn | 5.8yrs |
| Gemiddelde ambtstermijn bestuur | 3yrs |
Recente managementupdates
Recent updates
Narratiefupdate • May 18
NK: Updated Assumptions And Buybacks Will Shape Future Risk Balance
Narrative Update on Imerys The analyst price target for Imerys has been adjusted from €22.00 to €20.00. Analysts cited updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples, alongside recent street research such as the €1 price target change at Berenberg, to support the revision.Analyseartikel • Jan 10
Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Analyseartikel • Dec 19
Is There An Opportunity With Imerys S.A.'s (EPA:NK) 46% Undervaluation?
Key Insights Imerys' estimated fair value is €43.19 based on 2 Stage Free Cash Flow to Equity Imerys' €23.42 share...Analyseartikel • Nov 30
A Piece Of The Puzzle Missing From Imerys S.A.'s (EPA:NK) Share Price
There wouldn't be many who think Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.6x is worth a mention...Analyseartikel • Oct 12
What Is Imerys S.A.'s (EPA:NK) Share Price Doing?
Imerys S.A. ( EPA:NK ), is not the largest company out there, but it received a lot of attention from a substantial...Analyseartikel • Sep 27
Returns On Capital At Imerys (EPA:NK) Have Hit The Brakes
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Analyseartikel • Sep 04
A Look At The Fair Value Of Imerys S.A. (EPA:NK)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Imerys fair value estimate is €25.72 Current share price of...Analyseartikel • Aug 20
Is Imerys (EPA:NK) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Aug 02
Imerys S.A. (EPA:NK) Just Reported, And Analysts Assigned A €28.40 Price Target
There's been a notable change in appetite for Imerys S.A. ( EPA:NK ) shares in the week since its interim report, with...Analyseartikel • Jul 31
Sentiment Still Eluding Imerys S.A. (EPA:NK)
There wouldn't be many who think Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...Analyseartikel • Jun 28
Be Wary Of Imerys (EPA:NK) And Its Returns On Capital
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Nieuw narratief • May 16
Electric Vehicle Demand Will Unlock Graphite And Carbon Promise
Imerys anticipates future revenue growth from strong demand in the electric vehicle market and a robust Graphite & Carbon performance.Analyseartikel • May 01
Imerys (EPA:NK) Has Announced That It Will Be Increasing Its Dividend To €1.45
The board of Imerys S.A. ( EPA:NK ) has announced that it will be paying its dividend of €1.45 on the 22nd of May, an...Analyseartikel • Apr 05
Imerys (EPA:NK) Has Announced That It Will Be Increasing Its Dividend To €1.45
Imerys S.A. ( EPA:NK ) has announced that it will be increasing its dividend from last year's comparable payment on the...Analyseartikel • Mar 07
Imerys S.A. (EPA:NK) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable
Imerys S.A. ( EPA:NK ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Taking a...Analyseartikel • Feb 27
Imerys (EPA:NK) Is Increasing Its Dividend To €1.45
Imerys S.A.'s ( EPA:NK ) dividend will be increasing from last year's payment of the same period to €1.45 on 22nd of...Analyseartikel • Feb 25
Analysts Have Been Trimming Their Imerys S.A. (EPA:NK) Price Target After Its Latest Report
It's been a good week for Imerys S.A. ( EPA:NK ) shareholders, because the company has just released its latest annual...Analyseartikel • Feb 13
Imerys (EPA:NK) Has Some Difficulty Using Its Capital Effectively
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Analyseartikel • Jan 26
Should You Investigate Imerys S.A. (EPA:NK) At €26.36?
Imerys S.A. ( EPA:NK ), is not the largest company out there, but it saw significant share price movement during recent...Analyseartikel • Jan 08
Imerys S.A.'s (EPA:NK) P/S Is On The Mark
It's not a stretch to say that Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...Analyseartikel • Nov 18
An Intrinsic Calculation For Imerys S.A. (EPA:NK) Suggests It's 25% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Imerys fair value estimate is €41.21 Imerys' €30.78 share...Analyseartikel • Oct 28
Investors Could Be Concerned With Imerys' (EPA:NK) Returns On Capital
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Analyseartikel • Oct 09
Should You Think About Buying Imerys S.A. (EPA:NK) Now?
While Imerys S.A. ( EPA:NK ) might not have the largest market cap around , it saw significant share price movement...Analyseartikel • Sep 23
Market Participants Recognise Imerys S.A.'s (EPA:NK) Earnings
Imerys S.A.'s ( EPA:NK ) price-to-earnings (or "P/E") ratio of 53.6x might make it look like a strong sell right now...Analyseartikel • Aug 18
Imerys (EPA:NK) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Jul 30
Imerys S.A. (EPA:NK) Shares Could Be 26% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Imerys is €44.20 based on 2 Stage Free Cash Flow to Equity Imerys is...Analyseartikel • Jun 19
Is Now An Opportune Moment To Examine Imerys S.A. (EPA:NK)?
Imerys S.A. ( EPA:NK ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...Analyseartikel • Jun 04
Subdued Growth No Barrier To Imerys S.A.'s (EPA:NK) Price
With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Basic Materials industry in France, you could be...Analyseartikel • May 08
Here's Why Shareholders Should Examine Imerys S.A.'s (EPA:NK) CEO Compensation Package More Closely
Key Insights Imerys will host its Annual General Meeting on 14th of May CEO Alessandro Dazza's total compensation...Analyseartikel • Apr 30
Is Imerys (EPA:NK) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Apr 15
Estimating The Fair Value Of Imerys S.A. (EPA:NK)
Key Insights Using the Dividend Discount Model, Imerys fair value estimate is €27.45 Current share price of €30.00...Analyseartikel • Feb 17
Imerys S.A.'s (EPA:NK) Shares Climb 27% But Its Business Is Yet to Catch Up
The Imerys S.A. ( EPA:NK ) share price has done very well over the last month, posting an excellent gain of 27...Analyseartikel • Feb 09
Should You Investigate Imerys S.A. (EPA:NK) At €31.14?
Imerys S.A. ( EPA:NK ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large price...Analyseartikel • Dec 30
Are Imerys S.A. (EPA:NK) Investors Paying Above The Intrinsic Value?
Key Insights The projected fair value for Imerys is €23.54 based on Dividend Discount Model Imerys is estimated to be...Analyseartikel • Nov 25
Imerys (EPA:NK) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Nov 10
Imerys (EPA:NK) May Have Issues Allocating Its Capital
What underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...Analyseartikel • Oct 24
When Should You Buy Imerys S.A. (EPA:NK)?
Imerys S.A. ( EPA:NK ), is not the largest company out there, but it received a lot of attention from a substantial...Analyseartikel • Sep 23
Calculating The Intrinsic Value Of Imerys S.A. (EPA:NK)
Key Insights The projected fair value for Imerys is €27.70 based on Dividend Discount Model Current share price of...Analyseartikel • Aug 16
Does Imerys (EPA:NK) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Aug 01
Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns
What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...Analyseartikel • Jul 10
Should You Think About Buying Imerys S.A. (EPA:NK) Now?
Imerys S.A. ( EPA:NK ), is not the largest company out there, but it saw significant share price movement during recent...Analyseartikel • Jun 19
Imerys S.A. (EPA:NK) Shares Could Be 25% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for Imerys is €28.59 based on Dividend Discount Model Current share price of...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -€431m |
| Dec 31 2025 | €4m | €920k | -€409m |
| Sep 30 2025 | n/a | n/a | €158m |
| Jun 30 2025 | n/a | n/a | -€166m |
| Mar 31 2025 | n/a | n/a | -€141m |
| Dec 31 2024 | €5m | €920k | -€95m |
| Sep 30 2024 | n/a | n/a | -€275m |
| Jun 30 2024 | n/a | n/a | €47m |
| Mar 31 2024 | n/a | n/a | €15m |
| Dec 31 2023 | €4m | €920k | €6m |
| Sep 30 2023 | n/a | n/a | €189m |
| Jun 30 2023 | n/a | n/a | €126m |
| Mar 31 2023 | n/a | n/a | €177m |
| Dec 31 2022 | €4m | €800k | €173m |
| Sep 30 2022 | n/a | n/a | €191m |
| Jun 30 2022 | n/a | n/a | €187m |
| Mar 31 2022 | n/a | n/a | €241m |
| Dec 31 2021 | €5m | €800k | €181m |
| Sep 30 2021 | n/a | n/a | €151m |
| Jun 30 2021 | n/a | n/a | €115m |
| Mar 31 2021 | n/a | n/a | €58m |
| Dec 31 2020 | €4m | €700k | €30m |
Compensatie versus markt: De totale vergoeding ($USD 4.52M ) Alessandro } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de French markt ($USD 1.44M ).
Compensatie versus inkomsten: De vergoeding van Alessandro is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Alessandro Dazza (56 yo)
6.3yrs
Tenure
€3,891,010
Compensatie
Mr. Alessandro Dazza served as Chief Executive Officer of Flexible Packaging and Engineered Materials at Mondi plc since 2019 until 2020. He served as Chief Executive Officer of Fibre Packaging/Converting...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chief Executive Officer | 6.3yrs | €3.89m | geen gegevens | |
| Chief Financial Officer | less than a year | geen gegevens | geen gegevens | |
| Group General Counsel & Company Secretary | 3yrs | geen gegevens | geen gegevens | |
| Group Chief Human Resources Officer | 3.6yrs | geen gegevens | geen gegevens | |
| Chief Strategy and M&A Officer | 5.8yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Solutions for Refractory Abrasives & Construction | 7.5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Performance Minerals EMEA & APAC | 7.5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Performance Minerals Americas | 7.5yrs | geen gegevens | geen gegevens | |
| Chief Sustainability Officer | 3.6yrs | geen gegevens | geen gegevens |
5.8yrs
Gemiddelde duur
54yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van NK is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Director | less than a year | €16.60k | geen gegevens | |
| Independent Chairman of the Board | 21yrs | €400.00k | 0.00075% € 13.5k | |
| Independent Director | 8yrs | €86.33k | 0.0011% € 19.1k | |
| Independent Director | 3yrs | €63.33k | 0.00071% € 12.8k | |
| Director | no data | geen gegevens | geen gegevens | |
| ESG Referent Director & Independent Director | 6yrs | €71.58k | 0.00071% € 12.8k | |
| Independent Director | 2yrs | €42.83k | 0.00071% € 12.8k | |
| Director | 5yrs | €41.08k | 0.0020% € 35.8k | |
| Employee-Representative Director | 1.3yrs | €37.64k | geen gegevens | |
| Employee Representative Director | no data | geen gegevens | geen gegevens |
3.0yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van NK wordt beschouwd als ervaren (gemiddelde ambtstermijn 3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 01:01 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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
Imerys S.A. wordt gevolgd door 16 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.
| Analist | Instelling |
|---|---|
| Aron Ceccarelli | Berenberg |
| Sebastian Bray | Berenberg |
| Adrien Tamagno | Berenberg |