Upcoming Dividend • Apr 18
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 24 April 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Austrian dividend payers (4.1%). Lower than average of industry peers (2.7%). Declared Dividend • Mar 05
Dividend of €1.00 announced Dividend of €1.00 is the same as last year. Ex-date: 24th April 2026 Payment date: 28th April 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 04
Full year 2025 earnings released: EPS: €4.25 (vs €4.05 in FY 2024) Full year 2025 results: EPS: €4.25 (up from €4.05 in FY 2024). Revenue: €9.85b (flat on FY 2024). Net income: €939.0m (up 3.0% from FY 2024). Profit margin: 9.5% (in line with FY 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Announcement • Mar 04
Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026 Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026, at 10:30 W. Europe Standard Time. New Risk • Mar 03
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 3.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Mar 03
Now 32% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.5% to €84.84. The fair value is estimated to be €125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period. Announcement • Jan 26
Beiersdorf Aktiengesellschaft to Report Q3, 2026 Results on Oct 27, 2026 Beiersdorf Aktiengesellschaft announced that they will report Q3, 2026 results on Oct 27, 2026 Announcement • Jan 16
Beiersdorf Aktiengesellschaft to Report Q2, 2026 Results on Aug 05, 2026 Beiersdorf Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 05, 2026 Announcement • Oct 24
Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025 Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer. Buy Or Sell Opportunity • Aug 20
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to €103. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period. Reported Earnings • Aug 07
First half 2025 earnings released: EPS: €2.47 (vs €2.57 in 1H 2024) First half 2025 results: EPS: €2.47 (down from €2.57 in 1H 2024). Revenue: €5.19b (flat on 1H 2024). Net income: €552.0m (down 5.2% from 1H 2024). Profit margin: 11% (in line with 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.5% to €111. The fair value is estimated to be €139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period. Buy Or Sell Opportunity • Jun 03
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to €117. The fair value is estimated to be €147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period. Buy Or Sell Opportunity • May 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.8% to €120. The fair value is estimated to be €150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period. Upcoming Dividend • Apr 15
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 22 April 2025. Payment date: 24 April 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Austrian dividend payers (5.9%). Lower than average of industry peers (2.4%). Declared Dividend • Mar 02
Dividend of €1.00 announced Dividend of €1.00 is the same as last year. Ex-date: 22nd April 2025 Payment date: 24th April 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.9%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 28%. Announcement • Mar 01
Beiersdorf Aktiengesellschaft announces Annual dividend, payable on April 24, 2025 Beiersdorf Aktiengesellschaft announced Annual dividend of EUR 1.0000 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025. Reported Earnings • Feb 27
Full year 2024 earnings released: EPS: €4.05 (vs €3.25 in FY 2023) Full year 2024 results: EPS: €4.05 (up from €3.25 in FY 2023). Revenue: €9.85b (up 4.3% from FY 2023). Net income: €912.0m (up 24% from FY 2023). Profit margin: 9.3% (up from 7.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 04
Beiersdorf Aktiengesellschaft to Report Q3, 2025 Results on Oct 23, 2025 Beiersdorf Aktiengesellschaft announced that they will report Q3, 2025 results on Oct 23, 2025 Announcement • Jan 26
Beiersdorf Aktiengesellschaft to Report Q2, 2025 Results on Aug 06, 2025 Beiersdorf Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 06, 2025 Reported Earnings • Aug 08
First half 2024 earnings released: EPS: €2.57 (vs €2.56 in 1H 2023) First half 2024 results: EPS: €2.57 (up from €2.56 in 1H 2023). Revenue: €5.18b (up 4.8% from 1H 2023). Net income: €582.0m (flat on 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year. Upcoming Dividend • Apr 12
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 19 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (2.2%). Announcement • Feb 08
Beiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares. Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2024. Announcement • Jan 02
Beiersdorf Aktiengesellschaft to Report Q3, 2024 Results on Oct 24, 2024 Beiersdorf Aktiengesellschaft announced that they will report Q3, 2024 results on Oct 24, 2024 Announcement • Oct 27
Beiersdorf AG Provides Earnings Guidance for the Full Year 2023 Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year. Reported Earnings • Aug 06
First half 2023 earnings released: EPS: €2.56 (vs €2.18 in 1H 2022) First half 2023 results: EPS: €2.56 (up from €2.18 in 1H 2022). Revenue: €4.94b (up 10% from 1H 2022). Net income: €580.0m (up 17% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year. Upcoming Dividend • Apr 08
Upcoming dividend of €0.70 per share at 0.6% yield Eligible shareholders must have bought the stock before 14 April 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (1.9%). Reported Earnings • Mar 02
Full year 2022 earnings released: EPS: €3.33 (vs €2.81 in FY 2021) Full year 2022 results: EPS: €3.33 (up from €2.81 in FY 2021). Revenue: €8.80b (up 15% from FY 2021). Net income: €755.0m (up 18% from FY 2021). Profit margin: 8.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year. Announcement • Dec 17
Beiersdorf Aktiengesellschaft (XTRA:BEI) acquired S-Biomedic. Beiersdorf Aktiengesellschaft (XTRA:BEI) acquired S-Biomedic on December 16, 2022.
Beiersdorf Aktiengesellschaft (XTRA:BEI) completed the acquisition of S-Biomedic on December 16, 2022. Buying Opportunity • Nov 03
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 7.8%. The fair value is estimated to be €118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period. Buying Opportunity • Sep 22
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 20% in the next 2 years. Buying Opportunity • Sep 02
Now 21% undervalued Over the last 90 days, the stock is up 3.2%. The fair value is estimated to be €125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 20% in the next 2 years. Buying Opportunity • Aug 05
Now 5.8% undervalued Over the last 90 days, the stock is up 12%. The fair value is estimated to be €111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 10% per annum over the same time period. Reported Earnings • Aug 05
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €395.0m from profit in 1H 2021). Profit margin: (down from 10% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.1%, compared to a 8.0% growth forecast for the industry in Austria. Buying Opportunity • Jul 15
Now 20% undervalued Over the last 90 days, the stock is up 3.7%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period. Buying Opportunity • Jun 14
Now 21% undervalued Over the last 90 days, the stock is up 5.6%. The fair value is estimated to be €118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings is also forecast to grow by 10% per annum over the same time period. Upcoming Dividend • Apr 12
Upcoming dividend of €0.70 per share Eligible shareholders must have bought the stock before 19 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Austrian dividend payers (5.0%). Lower than average of industry peers (2.2%). Announcement • Apr 09
Beiersdorf Aktiengesellschaft Provides Sales Guidance for the Full Year 2022 Beiersdorf Aktiengesellschaft provided sales guidance for the full year 2022. The 2022 full-year sales forecast published in March for the Consumer business segment remains unchanged in light of the ongoing volatile market environment. The company anticipates sales growth in the mid-single-digit range for Consumer. Reported Earnings • Mar 03
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €2.81 (up from €2.47 in FY 2020). Revenue: €7.63b (up 8.6% from FY 2020). Net income: €638.0m (up 14% from FY 2020). Profit margin: 8.4% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.9%, compared to a 8.6% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Dec 22
Beiersdorf Aktiengesellschaft (XTRA:BEI) entered into a definitive agreement to acquire Chantecaille Beaute Inc. Beiersdorf Aktiengesellschaft (XTRA:BEI) entered into a definitive agreement to acquire Chantecaille Beaute Inc on December 21, 2021. Depending on the future development of the Chantecaille business, the enterprise value is between $590 million and $690 million. The company will continue to be managed separately as a complementary selective brand in the Beiersdorf Group next to La Prairie. The completion of the transaction is subject to merger control clearance as well as further customary closing conditions and is expected to close in the first quarter of 2022.
Lazard Ltd (NYSE:LAZ) acted as financial advisor to Beiersdorf, while Paul Humphreys, Stephan Waldhausen, Lucas Schweitzer, Jenn Mellot, Mary Lehner, Uta Itzen, Lori Goodman, Thomas Granetzny, Claude Stansbury, Mena Kaplan, Matthias Koch, Christine Lyon, Brock Dahl and Sascha Arnold of Freshfields Bruckhaus Deringer provided legal advice. Jefferies Financial Group Inc. (NYSE:JEF) acted as financial advisor to Chantecaille, while Kirkland & Ellis provided legal advice. Reported Earnings • Aug 10
First half 2021 earnings released: EPS €1.74 (vs €1.26 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.87b (up 12% from 1H 2020). Net income: €395.0m (up 39% from 1H 2020). Profit margin: 10% (up from 8.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Executive Departure • Jul 01
Member of the Executive Board Stefan De Loecker has left the company On the 30th of June, Stefan De Loecker's tenure as Member of the Executive Board of the company ended after 2.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.92 years. Under Stefan's leadership, the company delivered a total shareholder return of 2.5%. Announcement • Apr 08
Beiersdorf Aktiengesellschaft Reiterates Earnings Guidance for the Year 2021 Beiersdorf Aktiengesellschaft reiterated earnings guidance for the year 2021. At this stage, a reliable full-year forecast for 2021 is still difficult in light of the limited visibility related to the continued impact of the COVID-19 pandemic. There are no changes to the forecast published in February 2021: In 2021, Beiersdorf anticipates positive sales growth in both business segments and at Group level; the EBIT margin is expected to remain at prior year's level in the Consumer business segment and in the Group (prior year Group: 12.9%; prior year Consumer: 12.3%), but to fall short of the prior year in the tesa business segment (prior year: 15.4%). Announcement • Feb 17
Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Fiscal Year 2021 Beiersdorf Aktiengesellschaft provided earnings guidance for the fiscal year 2021. For the year, the company expects positive sales growth. Given the ongoing challenges posed by the COVID-19 pandemic in large parts of the world, particularly in Europe and the growth markets, a reliable forecast for fiscal year 2021 is difficult. Is New 90 Day High Low • Jan 31
New 90-day low: €90.22 The company is down 1.0% from its price of €90.82 on 02 November 2020. The Austrian market is up 38% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €133 per share. Announcement • Jan 15
Beiersdorf Aktiengesellschaft to Report Fiscal Year 2020 Results on Feb 17, 2021 Beiersdorf Aktiengesellschaft announced that they will report fiscal year 2020 results on Feb 17, 2021 Is New 90 Day High Low • Oct 30
New 90-day low: €90.78 The company is down 10.0% from its price of €101 on 31 July 2020. The Austrian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €81.76 per share. Is New 90 Day High Low • Sep 22
New 90-day low: €93.48 The company is down 6.0% from its price of €98.96 on 24 June 2020. The Austrian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €119 per share.