Announcement • Jun 26
Francotyp-Postalia Holding AG Announces Supervisory Board Appointments, Effective 24 June 2025 Francotyp-Postalia Holding AG at its Annual General Meeting held on 24 June 2025, announced the new elections to the Supervisory Board, Dr. Dirk Markus and Dr. Martin Schoefer were elected for the new term of office until the 2030 Annual General Meeting. Reported Earnings • May 29
First quarter 2025 earnings released: EPS: €0.21 (vs €0.17 in 1Q 2024) First quarter 2025 results: EPS: €0.21 (up from €0.17 in 1Q 2024). Revenue: €46.8m (down 24% from 1Q 2024). Net income: €3.34m (up 28% from 1Q 2024). Profit margin: 7.1% (up from 4.3% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.9% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Germany are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • May 19
Francotyp-Postalia Holding AG, Annual General Meeting, Jun 24, 2025 Francotyp-Postalia Holding AG, Annual General Meeting, Jun 24, 2025, at 10:00 W. Europe Standard Time. Announcement • May 14
Francotyp-Postalia Holding AG (XTRA:FPH) announces an Equity Buyback. Francotyp-Postalia Holding AG (XTRA:FPH) announces a share repurchase program. Under the offer, the company will repurchase its own bearer shares. The repurchases will be made at €2.27 per share. The purpose of the offer is to delist from the stock exchange. The offer is subject to approval from Annual General Meeting to be held at June 24, 2025. As of May 12, 2025, the company had 677,603 treasury shares. Reported Earnings • Apr 29
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: €0.65 (down from €0.67 in FY 2023). Revenue: €177.8m (down 29% from FY 2023). Net income: €10.1m (down 2.9% from FY 2023). Profit margin: 5.7% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 66%. Revenue is expected to decline by 5.0% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Germany are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Major Estimate Revision • Dec 13
Consensus EPS estimates increase by 47% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.38 to €0.56. Revenue forecast unchanged at €167.0m. Net income forecast to shrink 47% next year vs 31% growth forecast for Commercial Services industry in Germany . Consensus price target up from €5.10 to €5.80. Share price was steady at €2.16 over the past week. Reported Earnings • Nov 22
Third quarter 2024 earnings released: EPS: €0.31 (vs €0.07 in 3Q 2023) Third quarter 2024 results: EPS: €0.31. Revenue: €42.5m (down 29% from 3Q 2023). Net income: €895.0k (down 22% from 3Q 2023). Profit margin: 2.1% (up from 1.9% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 10.0% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Germany are expected to grow by 4.6%. Major Estimate Revision • Oct 17
Consensus revenue estimates fall by 27% The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €228.0m to €167.0m. EPS estimate fell from €0.59 to €0.38 per share. Net income forecast to shrink 52% next year vs 5.0% decline forecast for Commercial Services industry in Germany. Consensus price target down from €5.80 to €5.10. Share price was steady at €2.24 over the past week. Price Target Changed • Oct 15
Price target decreased by 16% to €5.10 Down from €6.10, the current price target is provided by 1 analyst. New target price is 128% above last closing price of €2.24. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.59 for next year compared to €0.67 last year. Announcement • Oct 01
An unknown Austrian Investor entered into a share purchase agreement to acquire freesort GmbH from Francotyp-Postalia Holding AG (XTRA:FPH). An unknown Austrian Investor entered into a share purchase agreement to acquire freesort GmbH from Francotyp-Postalia Holding AG (XTRA:FPH) on September 30, 2024. In 2023, freesort GmbH generated revenue of €66.8 million and EBITDA of €2.1 million. With the sale of freesort GmbH, the FP Group focuses on the business areas Mailing & Shipping Solutions as well as Digital Business Solutions and aims to drive forward its transformation. Major Estimate Revision • Sep 15
Consensus EPS estimates fall by 20% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €239.0m to €228.0m. EPS estimate also fell from €0.74 per share to €0.59 per share. Net income forecast to shrink 31% next year vs 5.0% decline forecast for Commercial Services industry in Germany. Consensus price target down from €6.10 to €5.80. Share price was steady at €2.30 over the past week. Reported Earnings • Aug 30
Second quarter 2024 earnings released: EPS: €0.01 (vs €0.06 in 2Q 2023) Second quarter 2024 results: EPS: €0.01 (down from €0.06 in 2Q 2023). Revenue: €58.3m (down 7.0% from 2Q 2023). Net income: €200.0k (down 80% from 2Q 2023). Profit margin: 0.3% (down from 1.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Price Target Changed • Jul 15
Price target increased by 8.0% to €6.10 Up from €5.65, the current price target is provided by 1 analyst. New target price is 144% above last closing price of €2.50. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.74 for next year compared to €0.67 last year. Major Estimate Revision • Jun 19
Consensus EPS estimates increase by 24% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.52 to €0.645. Revenue forecast steady at €240.0m. Net income forecast to shrink 26% next year vs 4.9% decline forecast for Commercial Services industry in Germany. Consensus price target broadly unchanged at €5.55. Share price was steady at €2.54 over the past week. Reported Earnings • Jun 10
First quarter 2024 earnings released: EPS: €0.17 (vs €0.15 in 1Q 2023) First quarter 2024 results: EPS: €0.17 (up from €0.15 in 1Q 2023). Revenue: €61.9m (down 6.1% from 1Q 2023). Net income: €2.62m (up 11% from 1Q 2023). Profit margin: 4.2% (up from 3.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • May 17
Francotyp-Postalia Holding AG to Report Q1, 2024 Results on Jun 07, 2024 Francotyp-Postalia Holding AG announced that they will report Q1, 2024 results on Jun 07, 2024 Reported Earnings • May 02
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: €0.67 (up from €0.35 in FY 2022). Revenue: €252.8m (down 2.4% from FY 2022). Net income: €10.4m (up 89% from FY 2022). Profit margin: 4.1% (up from 2.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 72%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €2.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Commercial Services industry in Germany. Total loss to shareholders of 9.7% over the past three years. New Risk • Mar 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (€44.0m market cap, or US$47.7m). Announcement • Jan 13
Francotyp-Postalia Holding AG to Report Fiscal Year 2023 Results on Apr 25, 2024 Francotyp-Postalia Holding AG announced that they will report fiscal year 2023 results on Apr 25, 2024 Reported Earnings • Nov 24
Third quarter 2023 earnings: EPS misses analyst expectations Third quarter 2023 results: EPS: €0.07 (up from €0.06 in 3Q 2022). Revenue: €59.8m (down 5.1% from 3Q 2022). Net income: €1.14m (up 23% from 3Q 2022). Profit margin: 1.9% (up from 1.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Buying Opportunity • Sep 06
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 9.2%. The fair value is estimated to be €4.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 3.5% in 2 years. Earnings is forecast to grow by 152% in the next 2 years. Reported Earnings • Sep 01
Second quarter 2023 earnings: EPS misses analyst expectations Second quarter 2023 results: EPS: €0.06 (up from €0.008 loss in 2Q 2022). Revenue: €63.1m (down 1.1% from 2Q 2022). Net income: €992.0k (up €1.12m from 2Q 2022). Profit margin: 1.6% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • May 01
Full year 2022 earnings: Revenues exceed analyst expectations Full year 2022 results: Revenue: €260.8m (up 24% from FY 2021). Net income: €5.54m (up €5.17m from FY 2021). Profit margin: 2.1% (up from 0.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Germany. Reported Earnings • Nov 25
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: €0.06 (down from €0.10 in 3Q 2021). Revenue: €63.2m (up 26% from 3Q 2021). Net income: €934.0k (down 41% from 3Q 2021). Profit margin: 1.5% (down from 3.1% in 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year. Announcement • Oct 06
Francotyp-Postalia Holding AG (XTRA:FPH) acquired All Operating Assets of Pakadoo GmbH from Pakadoo GmbH. Francotyp-Postalia Holding AG (XTRA:FPH) acquired All Operating Assets of Pakadoo GmbH from Pakadoo GmbH on October 1, 2022. The purchase of pakadoo is financed from Francotyp-Postalia Holding's own cash positions. In 2021, pakadoo generated revenues of approximately €0.8 million.Francotyp-Postalia Holding AG (XTRA:FPH) completed the acquisition of All Operating Assets of Pakadoo GmbH from Pakadoo GmbH on October 1, 2022. Dr. Mathias Schulze Steinen, Florian Bruder, Jan Pohle, Dr. Henriette Norda, Dr. Marie-Theres Rämer, Dr. Burkhard Führmeyer, Miray Kavruk, Dr. Thorsten Ammann, and Maren Schanz of DLA Piper Germany acted as legal advisor to Francotyp-Postalia. Reported Earnings • Sep 03
Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2022 results: €0.01 loss per share (up from €0.02 loss in 2Q 2021). Revenue: €64.3m (up 30% from 2Q 2021). Net loss: €123.0k (loss narrowed 50% from 2Q 2021). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 2.4%, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Announcement • Sep 01
Francotyp-Postalia Holding Ag Provides Revenue Guidance for 2022 Francotyp-Postalia Holding AG provides revenue guidance for 2022. The company expects Group revenue to develop significantly positively in fiscal year 2022. The Management Board expects a range of EUR 229 million to 237 million, compared with EUR 203.7 million in the previous year. This includes organic revenue growth of 3-6% and growth from the acquisition of the operating companies of the Azolver Group. Major Estimate Revision • Aug 24
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.48 to €0.42 per share. Revenue forecast steady at €238.0m. Net income forecast to grow 49% next year vs 8.8% growth forecast for Commercial Services industry in Germany. Consensus price target of €5.53 unchanged from last update. Share price was steady at €3.15 over the past week. Price Target Changed • Jun 02
Price target increased to €5.53 Up from €5.17, the current price target is an average from 3 analysts. New target price is 72% above last closing price of €3.21. Stock is up 12% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.023 last year. Major Estimate Revision • Jun 01
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.37 to €0.48. Revenue forecast steady at €235.7m. Net income forecast to grow 68% next year vs 0.7% growth forecast for Commercial Services industry in Germany. Consensus price target up from €5.17 to €5.30. Share price was steady at €3.19 over the past week. Announcement • May 26
Francotyp-Postalia Holding AG Provides Earnings Guidance for the Year 2022 Francotyp-Postalia Holding AG provided earnings guidance for the year 2022. The company expected group revenue to develop positively in fiscal year 2022. The Management Board anticipates this within a range of EUR 229 million to EUR 237 million, as against EUR 203.7 million in the previous year. This includes organic revenue growth of 3-6% and growth from the acquisition of Azolver. Measures to sustainably improve profitability will almost take full effect in fiscal year 2022. Price Target Changed • May 25
Price target increased to €5.30 Up from €4.93, the current price target is an average from 3 analysts. New target price is 66% above last closing price of €3.19. Stock is up 10% over the past year. The company is forecast to post earnings per share of €0.37 for next year compared to €0.023 last year. Reported Earnings • May 01
Full year 2021 earnings: EPS and revenues exceed analyst expectations Full year 2021 results: EPS: €0.02 (up from €0.94 loss in FY 2020). Revenue: €211.6m (up 3.7% from FY 2020). Net income: €365.0k (up €15.5m from FY 2020). Profit margin: 0.2% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 2.8%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Price Target Changed • Apr 30
Price target increased to €4.93 Up from €4.47, the current price target is an average from 3 analysts. New target price is 70% above last closing price of €2.90. Stock is down 9.4% over the past year. Reported Earnings • Nov 19
Third quarter 2021 earnings released: EPS €0.10 (vs €0.13 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €50.8m (up 2.8% from 3Q 2020). Net income: €1.58m (up 37% from 3Q 2020). Profit margin: 3.1% (up from 2.3% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance. Price Target Changed • Sep 23
Price target increased to €4.40 Up from €3.95, the current price target is an average from 4 analysts. New target price is 42% above last closing price of €3.10. Stock is down 3.7% over the past year. Price Target Changed • Sep 06
Price target increased to €4.08 Up from €3.80, the current price target is an average from 4 analysts. New target price is 36% above last closing price of €2.99. Stock is down 11% over the past year. Reported Earnings • Sep 01
Second quarter 2021 earnings released: €0.02 loss per share (vs €0.005 loss in 2Q 2020) The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: €49.6m (up 9.0% from 2Q 2020). Net loss: €244.0k (loss widened 194% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Jun 03
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.53 to -€0.43 per share. Revenue forecast unchanged from €189.8m at last update. Commercial Services industry in Germany expected to see average net income growth of 29% next year. Consensus price target of €3.78 unchanged from last update. Share price was steady at €2.93 over the past week. Reported Earnings • May 29
First quarter 2021 earnings released: EPS €0.05 (vs €0.12 in 1Q 2020) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €53.1m (down 12% from 1Q 2020). Net income: €875.0k (down 53% from 1Q 2020). Profit margin: 1.6% (down from 3.1% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Reported Earnings • May 02
Full year 2020 earnings released: €0.94 loss per share (vs €0.11 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €208.1m (down 8.7% from FY 2019). Net loss: €15.1m (down €16.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Apr 24
Consensus forecasts updated The consensus outlook for 2020 has been updated. 2020 expected loss increased from -€0.21 to -€0.66 per share. Revenue forecast of €195.7m unchanged since last update. Commercial Services industry in Germany expected to see average net income growth of 33% next year. Consensus price target of €3.77 unchanged from last update. Share price rose 3.2% to €3.18 over the past week. Major Estimate Revision • Feb 26
Analysts update estimates The company is forecast to report a loss instead of a profit in 2020 with analysts lowering their consensus EPS forecasts from €0.22 to -€0.087. Revenue estimate was approximately flat at €196.0m. The Commercial Services industry in Germany is expected to see an average net income growth of 38% next year. The consensus price target of €3.83 was unchanged from the last update. Share price is down by 5.4% to €3.14 over the past week. Announcement • Feb 24
Francotyp-Postalia Holding AG to Report Fiscal Year 2020 Final Results on Apr 29, 2021 Francotyp-Postalia Holding AG announced that they will report fiscal year 2020 final results on Apr 29, 2021 Announcement • Dec 26
Francotyp-Postalia Holding AG, Annual General Meeting, Jun 16, 2021 Francotyp-Postalia Holding AG, Annual General Meeting, Jun 16, 2021. Price Target Changed • Nov 24
Price target raised to €4.05 Up from €3.78, the current price target is an average from 4 analysts. The new target price is 15% above the current share price of €3.52. As of last close, the stock is down 0.3% over the past year. Valuation Update With 7 Day Price Move • Nov 19
Market bids up stock over the past week After last week's 16% share price gain to €3.64, the stock is trading at a trailing P/E ratio of 19.9x, up from the previous P/E ratio of 17.2x. This compares to an average P/E of 19x in the Commercial Services industry in Europe. Total return to shareholders over the past three years is a loss of 20%. Is New 90 Day High Low • Nov 19
New 90-day high: €3.64 The company is up 11% from its price of €3.27 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.68 per share. Is New 90 Day High Low • Nov 02
New 90-day low: €3.00 The company is down 2.0% from its price of €3.07 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.70 per share. Announcement • Oct 08
Francotyp-Postalia Holding AG Announce Changes to Its Board Francotyp-Postalia Holding AG announced the resignation of Botho Oppermann and Dr. Mathias Schindl. Mr. Oppermann as supervisory board members. The Supervisory Board and the Management Board would like to thank Mr. Oppermann and Dr. Schindl for their contribution to the company's successful development. Announcement • Aug 09
Francotyp-Postalia Holding AG to Report First Half, 2020 Results on Aug 27, 2020 Francotyp-Postalia Holding AG announced that they will report first half, 2020 results on Aug 27, 2020 
