Imerys Future Growth

Future criteria checks 3/6

Imerys is forecast to grow earnings and revenue by 112% and 3.6% per annum respectively. EPS is expected to grow by 1.7% per annum. Return on equity is forecast to be 11% in 3 years.

Key information

112.0%

Earnings growth rate

1.7%

EPS growth rate

Basic Materials earnings growth	12.3%
Revenue growth rate	3.6%
Future return on equity	11.0%
Analyst coverage	Low
Last updated	25 Nov 2024

Recent future growth updates

No updates

Recent updates

Earnings and Revenue Growth Forecasts

DB:IY4 - Analysts future estimates and past financials data (EUR Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	3,878	346	202	N/A	3
12/31/2025	3,689	312	179	N/A	4
12/31/2024	3,656	-53	155	N/A	4
9/30/2024	3,668	-275	N/A	N/A	N/A
6/30/2024	3,731	48	159	549	N/A
3/31/2024	3,723	15	N/A	N/A	N/A
12/31/2023	3,794	8	205	603	N/A
9/30/2023	3,924	189	N/A	N/A	N/A
6/30/2023	4,122	126	120	544	N/A
3/31/2023	4,266	177	N/A	N/A	N/A
12/31/2022	4,282	173	62	452	N/A
9/30/2022	4,904	191	N/A	N/A	N/A
6/30/2022	3,648	187	145	534	N/A
3/31/2022	4,535	241	N/A	N/A	N/A
12/31/2021	3,665	181	182	543	N/A
9/30/2021	4,249	151	N/A	N/A	N/A
6/30/2021	4,057	115	233	502	N/A
3/31/2021	3,829	58	N/A	N/A	N/A
12/31/2020	3,799	30	284	538	N/A
9/30/2020	3,822	56	N/A	N/A	N/A
6/30/2020	3,991	82	304	609	N/A
3/31/2020	4,259	98	N/A	N/A	N/A
12/31/2019	4,355	121	203	516	N/A
9/30/2019	4,485	-35	N/A	N/A	N/A
6/30/2019	4,543	-294	189	473	N/A
3/31/2019	4,584	-235	N/A	N/A	N/A
12/31/2018	4,590	-228	280	616	N/A
9/30/2018	4,356	0	N/A	N/A	N/A
6/30/2018	4,545	324	N/A	688	N/A
3/31/2018	4,693	381	N/A	N/A	N/A
12/31/2017	4,299	301	N/A	622	N/A
9/30/2017	4,432	342	N/A	N/A	N/A
6/30/2017	4,133	273	N/A	614	N/A
3/31/2017	4,240	299	N/A	N/A	N/A
12/31/2016	4,165	293	N/A	634	N/A
9/30/2016	4,129	69	N/A	N/A	N/A
6/30/2016	4,126	81	N/A	557	N/A
3/31/2016	4,151	72	N/A	N/A	N/A
12/31/2015	4,087	68	N/A	545	N/A
9/30/2015	3,991	284	N/A	N/A	N/A
6/30/2015	3,908	285	N/A	480	N/A
3/31/2015	3,758	263	N/A	N/A	N/A
12/31/2014	3,688	272	N/A	417	N/A
9/30/2014	3,673	249	N/A	N/A	N/A
6/30/2014	3,655	245	N/A	448	N/A
3/31/2014	3,672	250	N/A	N/A	N/A
12/31/2013	3,698	242	N/A	463	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: IY4 is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (1%).

Earnings vs Market: IY4 is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: IY4 is expected to become profitable in the next 3 years.

Revenue vs Market: IY4's revenue (3.6% per year) is forecast to grow slower than the German market (5.6% per year).

High Growth Revenue: IY4's revenue (3.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: IY4's Return on Equity is forecast to be low in 3 years time (11%).

Imerys Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Recent updates

Third quarter 2024 earnings released

Now 21% undervalued after recent price drop

Now 20% undervalued after recent price drop

New minor risk - Financial position

Second quarter 2024 earnings released

Upcoming dividend of €1.35 per share

Imerys S.A. to Report Q2, 2024 Results on Jul 29, 2024

First quarter 2024 earnings released

Imerys Enters into Exclusive Negotiations for the Sale of its Assets Serving the Paper Market

Full year 2023 earnings released: EPS: €0.076 (vs €2.04 in FY 2022)

Mytilineos S.A. (ATSE:MYTIL) acquired IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK).

Investor sentiment improves as stock rises 19%

Now 33% overvalued after recent price rise

Imerys S.A. to Report Q1, 2024 Results on Apr 30, 2024

Imerys S.A. to Report Fiscal Year 2023 Results on Feb 21, 2024

Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million.

Mytilineos is in Advanced Negotiations to Acquire Imerys Bauxite Greece

New minor risk - Profit margin trend

Second quarter 2023 earnings released

Upcoming dividend of €3.85 per share at 4.3% yield

First quarter 2023 earnings released: EPS: €0.73 (vs €0.86 in 1Q 2022)

Full year 2022 earnings released: EPS: €1.89 (vs €2.84 in FY 2021)

Imerys S.A. to Report Q1, 2023 Results on May 02, 2023

Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million.

Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) for approximately €930 million.

High number of new directors

Third quarter 2022 earnings released

Imerys S.A. to Report Fiscal Year 2022 Results on Feb 16, 2023

Platinum Equity Advisors, LLC acquired CALDERYS France S.A.S. from Imerys S.A. (ENXTPA:NK).

Imerys S.A. Announces Executive Appointments

CIMBAR Performance Minerals, Inc. acquired Sahuarita Arizona operation of Imerys.

Imerys Introduces ImerShield Solutions

Second quarter 2022 earnings released: EPS: €1.41 (vs €0.82 in 2Q 2021)

High number of new directors

Upcoming dividend of €1.55 per share

Northern Graphite Corporation (TSXV:NGC) completed the acquisition of Okanjande graphite deposit in Namibia from Imerys S.A. (ENXTPA:NK).

First quarter 2022 earnings released: EPS: €0.86 (vs €0.85 in 1Q 2021)

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Third quarter 2021 earnings released: EPS €0.89 (vs €0.48 in 3Q 2020)

Imerys S.A. (ENXTPA:NK) commences an Equity Buyback Plan for 8,494,095 shares, representing 10% of its issued share capital, under the authorization approved on May 10, 2021.

Second quarter 2021 earnings released: EPS €0.82 (vs €0.16 in 2Q 2020)

Upcoming dividend of €1.15 per share

First quarter 2021 earnings released: EPS €0.85 (vs €0.56 in 1Q 2020)

New 90-day high: €45.10

Revenue beats expectations

Full year 2020 earnings released: EPS €0.37 (vs €1.53 in FY 2019)

Imerys S.A. to Report Fiscal Year 2020 Results on Feb 18, 2021

New 90-day high: €41.98

New 90-day high: €38.72

New 90-day high: €37.56

New 90-day high: €35.56

Imerys S.A. (ENXTPA:NK) acquired Sunward Refractories Co., Ltd.

Revenue misses expectations

New 90-day low: €29.98

Imerys USA Inc. completed the acquisition of Kentucky-Tennessee Clay Co. from Hecla Mining.

Imerys S.A. to Report Q1, 2021 Results on Apr 29, 2021

Imerys S.A. (ENXTPA:NK) signed an agreement to acquire 60% stake in Haznedar Refrakter Sanayii A.S.

New 90-day high - €35.38

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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