New Risk • Jan 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 7.7% 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. This is currently the only risk that has been identified for the company. Board Change • Dec 30
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Marie-Helene Cartal was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Jun 04
EPC Groupe (ENXTPA:EXPL) completed the acquisition of Pirobras Industrial LTDA. EPC Groupe (ENXTPA:EXPL) signed an agreement to acquire Pirobras Industrial LTDA on April 3, 2025. Pirobras Industrial is a family-owned company.
This acquisition, which concerns 100% of Pirobras shares, will be fully finalised once the final administrative conditions have been lifted. The transaction does not require any specific authorisations from the French or Brazilian authorities.
EPC Groupe (ENXTPA:EXPL) completed the acquisition of Pirobras Industrial LTDA on June 3, 2025. Announcement • Apr 04
EPC Groupe (ENXTPA:EXPL) signed an agreement to acquire Pirobras Industrial LTDA. EPC Groupe (ENXTPA:EXPL) signed an agreement to acquire Pirobras Industrial LTDA on April 3, 2025. Pirobras Industrial is a family-owned company.
This acquisition, which concerns 100% of Pirobras shares, will be fully finalised once the final administrative conditions have been lifted. The transaction does not require any specific authorisations from the French or Brazilian authorities. Announcement • Mar 01
EPC Groupe to Report Fiscal Year 2024 Results on Mar 27, 2025 EPC Groupe announced that they will report fiscal year 2024 results After-Market on Mar 27, 2025 Announcement • Jan 16
EPC Groupe, Annual General Meeting, Jun 30, 2025 EPC Groupe, Annual General Meeting, Jun 30, 2025. Announcement • Oct 30
EPC Group Announces Advanced Solutions for Integrating Microsoft 365 Copilot Within Microsoft Fabric EPC Group announced its advanced solutions for integrating Microsoft 365 Copilot within Microsoft Fabric. This enables businesses to generate AI-powered, on-demand reports in Power BI, significantly enhancing their data analysis capabilities. EPC Group was just named the Leader in G2's "Grid for Business Intelligence (BI) Consulting Providers - Fall 2024," as one of North America's top Power BI consulting firms. With Copilot in Fabric, users can ask questions in natural language and receive instant reports with relevant visuals and insights. This eliminates the need for manual report creation and enables agile data exploration. For today's CFOs and Marketing Directors, making swift, data-driven decisions is critical to navigating dynamic market conditions. Microsoft 365 Copilot and Fabric within Power BI have revolutionized this process, providing the ability to instantly drill down into customer segments, sales patterns, and key performance indicators without requiring lengthy manual report-building processes. Imagine the power of asking Power BI, "What are the primary drivers behind its highest repeat customer segments?" Within seconds, Copilot builds an interactive report with all relevant visuals, allowing users toive deep into variables affecting customer loyalty. Marketing Directors can drill down into granular data points to understand what product categories drive the highest customer engagement. Users can customize the report format, making it consistent with existing dashboards, and even add dynamic narrative summaries, which update automatically with refreshed data or new filters. Real-time Reporting in Power BI with Copilot and Fabric: This is Next Level stuff. Leveraging a deep understanding of Microsoft technologies, EPC Group's expert teams focus on building robust, scalable solutions that enhance collaboration, data analytics, and productivity. Through each SharePoint and Power BI project, EPC Group ensures that clients maximize the benefits of their M icrosoft platforms, from seamless information sharing and efficient workflows to dynamic data insights. Launching a 40+ Hour YouTube AI Best Practices & Implementation Series: Sharing extensive knowledge on AI technologies, best practices, and implementation strategies. Early Contributor to Microsoft Technologies: Part of the original SharePoint Beta Team (Project Tahoe) and the new SharePoint Beta team (Project Tahoe) and Marketing Directors (Project Tahoe), EPC Group's Virtual Chief Artificial Intelligence Officer (VCAIO) services offer businesses access to strategic AI expertise without needing a full-time executive. Reported Earnings • Sep 29
First half 2024 earnings released: EPS: €5.94 (vs €5.98 in 1H 2023) First half 2024 results: EPS: €5.94 (down from €5.98 in 1H 2023). Revenue: €243.9m (flat on 1H 2023). Net income: €12.5m (flat on 1H 2023). Profit margin: 5.1% (in line with 1H 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Sep 17
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: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change). Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €148, the stock trades at a trailing P/E ratio of 14.6x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 189% over the past three years. New Risk • Jun 17
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: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change). New Risk • May 29
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company. Announcement • May 26
EPC Groupe, Annual General Meeting, Jun 26, 2024 EPC Groupe, Annual General Meeting, Jun 26, 2024. Location: 142 avenue des champs elysees, paris France Reported Earnings • Mar 31
Full year 2023 earnings released: EPS: €10.16 (vs €8.41 in FY 2022) Full year 2023 results: EPS: €10.16 (up from €8.41 in FY 2022). Revenue: €487.7m (up 3.8% from FY 2022). Net income: €21.3m (up 21% from FY 2022). Profit margin: 4.4% (up from 3.8% in FY 2022). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €134, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 55% over the past year. Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €106, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 16% over the past year. Board Change • Dec 18
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Nathalie Brunelle Soulas was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Board Change • Oct 19
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Nathalie Brunelle Soulas was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.