Upcoming Dividend • May 19
Upcoming dividend of €17.00 per share Eligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (4.2%). Announcement • Apr 14
Burelle SA, Annual General Meeting, May 20, 2026 Burelle SA, Annual General Meeting, May 20, 2026. Location: campus lyon gerland, 19 boulevard jules carteret, lyon France Declared Dividend • Mar 25
Dividend of €17.00 announced Shareholders will receive a dividend of €17.00. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 4.6%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 31% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Mar 24
Burelle SA announces Annual dividend, payable on May 28, 2026 Burelle SA announced Annual dividend of EUR 17.0000 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026. New Risk • Feb 10
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (57% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Upcoming Dividend • May 21
Upcoming dividend of €6.00 per share Eligible shareholders must have bought the stock before 28 May 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (4.1%). Reported Earnings • Apr 14
Full year 2024 earnings released: EPS: €65.49 (vs €63.32 in FY 2023) Full year 2024 results: EPS: €65.49 (up from €63.32 in FY 2023). Revenue: €10.5b (up 1.7% from FY 2023). Net income: €115.0m (up 3.6% from FY 2023). Profit margin: 1.1% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. New Risk • Feb 10
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (58% net debt to equity). Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Announcement • Sep 13
Burelle SA, Annual General Meeting, May 22, 2025 Burelle SA, Annual General Meeting, May 22, 2025. Reported Earnings • Jul 28
First half 2024 earnings released: EPS: €35.12 (vs €33.96 in 1H 2023) First half 2024 results: EPS: €35.12 (up from €33.96 in 1H 2023). Revenue: €5.42b (up 2.3% from 1H 2023). Net income: €61.6m (up 3.4% from 1H 2023). Profit margin: 1.1% (in line with 1H 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings. Upcoming Dividend • May 21
Upcoming dividend of €16.00 per share Eligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.2%). In line with average of industry peers (3.5%). Reported Earnings • Apr 24
Full year 2023 earnings released: EPS: €63.32 (vs €71.98 in FY 2022) Full year 2023 results: EPS: €63.32 (down from €71.98 in FY 2022). Revenue: €10.3b (up 21% from FY 2022). Net income: €111.0m (down 12% from FY 2022). Profit margin: 1.1% (down from 1.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 25
Full year 2023 earnings released: EPS: €63.32 (vs €71.98 in FY 2022) Full year 2023 results: EPS: €63.32 (down from €71.98 in FY 2022). Revenue: €10.3b (up 21% from FY 2022). Net income: €111.0m (down 12% from FY 2022). Profit margin: 1.1% (down from 1.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. New Risk • Feb 12
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks High level of debt (63% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Upcoming Dividend • May 24
Upcoming dividend of €16.00 per share at 3.4% yield Eligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.3%). Lower than average of industry peers (3.8%). Board Change • Nov 16
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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Sandrine Teran was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Jul 30
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €85.1m from profit in 1H 2021). Profit margin: (down from 2.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 15% per year. Upcoming Dividend • May 17
Upcoming dividend of €15.00 per share Eligible shareholders must have bought the stock before 24 May 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of French dividend payers (4.9%). Lower than average of industry peers (3.4%). Reported Earnings • Apr 27
Full year 2021 earnings released: EPS: €51.10 (vs €66.10 loss in FY 2020) Full year 2021 results: EPS: €51.10 (up from €66.10 loss in FY 2020). Revenue: €7.24b (up 2.3% from FY 2020). Net income: €89.6m (up €205.5m from FY 2020). Profit margin: 1.2% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Board Change • Apr 27
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. 5 experienced directors. 6 highly experienced directors. 1 independent director (10 non-independent directors). Independent Director Dominique Léger was the last independent director to join the board, commencing their role in 2001. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €516, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 11x in the Auto Components industry in France. Total loss to shareholders of 39% over the past three years. Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment improved over the past week After last week's 16% share price gain to €768, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 12x in the Auto Components industry in France. Total loss to shareholders of 10% over the past three years. Upcoming Dividend • May 26
Upcoming dividend of €15.00 per share Eligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 1.8%. Lower than top quartile of French dividend payers (3.8%). In line with average of industry peers (1.8%). Reported Earnings • Apr 28
Full year 2020 earnings released: €66.10 loss per share (vs €90.12 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: €7.09b (down 17% from FY 2019). Net loss: €115.9m (down 173% 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 61 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Feb 12
New 90-day high: €908 The company is up 51% from its price of €600 on 13 November 2020. The French market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 17% over the same period. Is New 90 Day High Low • Jan 08
New 90-day high: €830 The company is up 39% from its price of €598 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period. Is New 90 Day High Low • Nov 16
New 90-day high: €644 The company is up 28% from its price of €504 on 18 August 2020. The French market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period.