New Risk • May 22
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 French stocks, typically moving 9.2% 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 (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Market cap is less than US$100m (€57.4m market cap, or US$66.7m). Announcement • May 21
Plastiques du Val de Loire to Report First Half, 2026 Results on Jun 18, 2026 Plastiques du Val de Loire announced that they will report first half, 2026 results on Jun 18, 2026 Announcement • Feb 24
Plastiques du Val de Loire, Annual General Meeting, Mar 31, 2026 Plastiques du Val de Loire, Annual General Meeting, Mar 31, 2026. Location: 1 route de la retaudiere, zone industrielle nord, langeais France Announcement • Feb 18
Plastiques du Val de Loire to Report First Half, 2026 Results on May 20, 2026 Plastiques du Val de Loire announced that they will report first half, 2026 results on May 20, 2026 Reported Earnings • Feb 01
Full year 2025 earnings released: €0.69 loss per share (vs €0.14 loss in FY 2024) Full year 2025 results: €0.69 loss per share (further deteriorated from €0.14 loss in FY 2024). Revenue: €703.1m (flat on FY 2024). Net loss: €15.2m (loss widened 379% from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Chemicals industry in France. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Dec 21
Full year 2025 earnings released Full year 2025 results: Revenue: €703.1m (flat on FY 2024). Net loss: €15.2m (loss widened 379% from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Chemicals industry in France. Announcement • Nov 18
Plastiques du Val de Loire to Report Fiscal Year 2025 Results on Dec 16, 2025 Plastiques du Val de Loire announced that they will report fiscal year 2025 results on Dec 16, 2025 New Risk • Sep 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 French stocks, typically moving 7.0% 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 (0.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€30.0m market cap, or US$35.2m). Reported Earnings • Jun 23
First half 2025 earnings released First half 2025 results: Revenue: €346.0m (down 15% from 1H 2024). Net loss: €3.62m (loss widened 82% from 1H 2024). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in France. Announcement • Feb 16
Plastiques du Val de Loire, Annual General Meeting, Mar 21, 2025 Plastiques du Val de Loire, Annual General Meeting, Mar 21, 2025. Location: zone industrielle nord les vallees, langeais France New Risk • Jan 03
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 French stocks, typically moving 7.2% 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 (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (€36.9m market cap, or US$38.0m). Announcement • Oct 01
An unknown principal manager of Karl Hess, with support from an institutional financial partner acquired Plastivaloire Germany GmbHfrom Plastiques du Val de Loire (ENXTPA:PVL). An unknown principal manager of Karl Hess, with support from an institutional financial partner signed a memorandum of understanding to acquire Plastivaloire Germany GmbH from Plastiques du Val de Loire (ENXTPA:PVL) on August 6, 2024. The transaction is part of industrial streamlining measures undertaken by the Group to focus on itsmost profitable activities and restore its performance. The transaction has been approved by Karl Hess and Pilsen's main customers. Plastivaloire Group will continue doing business with German clients, with whom production is already underway at other sites. Plastivaloire Group has undertaken to take over €10 million of Karl Hess’s
€44.4 million debt, repayable as follows: €1 million will be repaid when the transaction is completed and the remaining €9 million will be repaid between June 2027 and December 2029. The Group’s consolidated net debt is thus reduced by €34.4 million as a result of the transaction. Finalization of the agreement is still subject to a number of conditions precedent, including confirmation of the participation of the financial partner in the planned takeover by the manager of Karl Hess, and final approval by the German banks. It should be effective by the end of the fiscal year.
An unknown principal manager of Karl Hess, with support from an institutional financial partner completed the acquisition of Plastivaloire Germany GmbH from Plastiques du Val de Loire (ENXTPA:PVL) on September 30, 2024. Price Target Changed • Jun 24
Price target decreased by 8.7% to €3.17 Down from €3.47, the current price target is an average from 3 analysts. New target price is 44% above last closing price of €2.20. Stock is down 33% over the past year. The company is forecast to post a net loss per share of €0.33 next year compared to a net loss per share of €0.74 last year. Reported Earnings • Jun 24
First half 2024 earnings released First half 2024 results: Revenue: €405.4m (down 3.7% from 1H 2023). Net loss: €1.99m (loss narrowed 88% from 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.6% growth forecast for the Chemicals industry in France. Announcement • May 17
Plastiques du Val de Loire to Report First Half, 2024 Results on Jun 20, 2024 Plastiques du Val de Loire announced that they will report first half, 2024 results on Jun 20, 2024 Price Target Changed • Dec 21
Price target increased by 13% to €3.30 Up from €2.93, the current price target is an average from 3 analysts. New target price is 9.3% above last closing price of €3.02. Stock is down 14% over the past year. Reported Earnings • Dec 20
Full year 2023 earnings released Full year 2023 results: Revenue: €836.4m (up 19% from FY 2022). Net loss: €14.8m (loss narrowed 35% from FY 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Chemicals industry in France. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings. Announcement • Nov 15
Plastiques du Val de Loire to Report Fiscal Year 2023 Results on Dec 18, 2023 Plastiques du Val de Loire announced that they will report fiscal year 2023 results on Dec 18, 2023 Buying Opportunity • Oct 19
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be €3.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company became loss making. Price Target Changed • Oct 06
Price target decreased by 7.7% to €3.20 Down from €3.47, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €2.64. Stock is down 26% over the past year. The company is forecast to post a net loss per share of €0.28 next year compared to a net loss per share of €1.03 last year. Reported Earnings • Jul 26
First half 2023 earnings released: €0.72 loss per share (vs €0.28 loss in 1H 2022) First half 2023 results: €0.72 loss per share (further deteriorated from €0.28 loss in 1H 2022). Revenue: €420.8m (up 24% from 1H 2022). Net loss: €15.9m (loss widened 161% from 1H 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance. Price Target Changed • Jul 20
Price target decreased by 8.3% to €3.30 Down from €3.60, the current price target is an average from 4 analysts. New target price is 12% above last closing price of €2.94. Stock is down 19% over the past year. The company is forecast to post a net loss per share of €0.19 next year compared to a net loss per share of €1.03 last year. Major Estimate Revision • Apr 05
Consensus EPS estimates fall from profit to €0.03 loss The consensus outlook for fiscal year 2023 has been updated. Expected to report loss instead of -€0.03 instead of €0.075 per share profit previously forecast. Revenue forecast unchanged at €728.6m Chemicals industry in France expected to see average net income decline 0.5% next year. Consensus price target broadly unchanged at €3.80. Share price rose 2.1% to €3.37 over the past week. Reported Earnings • Feb 05
Full year 2022 earnings released: €1.03 loss per share (vs €0.40 profit in FY 2021) Full year 2022 results: €1.03 loss per share (down from €0.40 profit in FY 2021). Revenue: €704.2m (up 4.0% from FY 2021). Net loss: €22.7m (down 358% from profit in FY 2021). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Buying Opportunity • Dec 16
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 15%. The fair value is estimated to be €4.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Meanwhile, the company became loss making. 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 not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Director Laurence Danon was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Price Target Changed • Sep 16
Price target decreased to €5.00 Down from €5.75, the current price target is an average from 3 analysts. New target price is 19% above last closing price of €4.19. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.13 for next year compared to €0.40 last year. Reported Earnings • Jul 02
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €12.0m from profit in 1H 2021). Profit margin: (down from 3.2% in 1H 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 25% growth forecast for the industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €4.02, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Chemicals industry in France. Total loss to shareholders of 35% over the past three years. Price Target Changed • May 27
Price target decreased to €5.75 Down from €6.95, the current price target is an average from 2 analysts. New target price is 17% above last closing price of €4.92. Stock is down 32% over the past year. The company is forecast to post earnings per share of €0.40 for next year compared to €0.40 last year. 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. 1 highly experienced director. 1 independent director (6 non-independent directors). Director Laurence Danon was the last director to join the board, commencing their role in 2021. 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 17% share price decline to €5.17, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Chemicals industry in France. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.76 per share. Reported Earnings • Feb 04
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: €0.40 (up from €0.73 loss in FY 2020). Revenue: €682.9m (up 8.2% from FY 2020). Net income: €8.81m (up €24.9m from FY 2020). Profit margin: 1.3% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 44%. Over the next year, revenue is forecast to grow 2.3%, compared to a 14% growth forecast for the industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Price Target Changed • Dec 17
Price target increased to €6.95 Up from €6.20, the current price target is an average from 2 analysts. New target price is 9.1% above last closing price of €6.37. Stock is down 8.7% over the past year. Reported Earnings • Dec 15
Full year 2021 earnings: Revenues in line with analyst expectations Full year 2021 results: Revenue: €677.2m (up 7.3% from FY 2020). Net income: €8.80m (up €24.9m from FY 2020). Profit margin: 1.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.8%, compared to a 9.6% growth forecast for the industry in France. Price Target Changed • Nov 20
Price target decreased to €6.20 Down from €6.75, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €6.00. Stock is up 21% over the past year. The company is forecast to post earnings per share of €0.64 next year compared to a net loss per share of €0.73 last year. Price Target Changed • Sep 28
Price target decreased to €6.30 Down from €7.20, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of €5.77. Stock is up 54% over the past year. Price Target Changed • Aug 27
Price target decreased to €6.75 Down from €7.40, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €6.45. Stock is up 62% over the past year. Is New 90 Day High Low • Feb 20
New 90-day high: €8.45 The company is up 70% from its price of €4.97 on 20 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.37 per share. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improved over the past week After last week's 18% share price gain to €8.30, the stock is trading at a trailing P/E ratio of 11.2x, up from the previous P/E ratio of 9.5x. This compares to an average P/E of 28x in the Chemicals industry in France. Total return to shareholders over the past three years is a loss of 56%. Is New 90 Day High Low • Dec 24
New 90-day high: €7.35 The company is up 102% from its price of €3.64 on 25 September 2020. The French market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.03 per share. Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment improved over the past week After last week's 16% share price gain to €7.00, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 26x in the Chemicals industry in France. Total return to shareholders over the past three years is a loss of 64%. Is New 90 Day High Low • Dec 07
New 90-day high: €6.28 The company is up 58% from its price of €3.98 on 08 September 2020. The French market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share. Valuation Update With 7 Day Price Move • Nov 25
Market bids up stock over the past week After last week's 19% share price gain to €5.94, the stock is trading at a trailing P/E ratio of 8x, up from the previous P/E ratio of 6.8x. This compares to an average P/E of 26x in the Chemicals industry in France. Total return to shareholders over the past three years is a loss of 72%. Is New 90 Day High Low • Nov 16
New 90-day high: €4.99 The company is up 30% from its price of €3.85 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 Chemicals 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 €8.88 per share. Valuation Update With 7 Day Price Move • Nov 07
Market bids up stock over the past week After last week's 16% share price gain to €3.56, the stock is trading at a trailing P/E ratio of 4.8x, up from the previous P/E ratio of 4.1x. This compares to an average P/E of 29x in the Chemicals industry in France. Total return to shareholders over the past three years is a loss of 84%. Is New 90 Day High Low • Oct 19
New 90-day low: €3.41 The company is down 7.0% from its price of €3.65 on 21 July 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.61 per share. Is New 90 Day High Low • Oct 03
New 90-day low: €3.53 The company is down 2.0% from its price of €3.59 on 03 July 2020. The French market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.61 per share. 
