Declared Dividend • Apr 29
Dividend increased to €12.00 Dividend of €12.00 is 20% higher than last year. Ex-date: 29th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.5%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 28
Robertet SA, Annual General Meeting, Jun 03, 2026 Robertet SA, Annual General Meeting, Jun 03, 2026. Location: 48 avenue jean maubert, grasse France Reported Earnings • Apr 17
Full year 2025 earnings: Revenues in line with analyst expectations Full year 2025 results: Revenue: €849.8m (up 5.2% from FY 2024). Net income: €103.4m (up 15% from FY 2024). Profit margin: 12% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in France. Announcement • Apr 11
Robertet SA Proposes Dividend for the Year 2025 Robertet SA announced the Annual General Meeting will be held on June 3, 2026 and the shareholders will be invited to approve a dividend payment of €12 per share, up 20% on the previous year owing to Robertet's strong results in 2025. Announcement • Feb 12
Robertet SA to Report First Half, 2026 Final Results on Sep 21, 2026 Robertet SA announced that they will report first half, 2026 final results on Sep 21, 2026 Board Change • Jan 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Lucie Maurel-Aubert was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Sep 12
Robertet SA to Report First Half, 2025 Final Results on Sep 18, 2025 Robertet SA announced that they will report first half, 2025 final results on Sep 18, 2025 Announcement • Jul 25
Robertet SA to Report First Half, 2025 Results on Sep 11, 2025 Robertet SA announced that they will report first half, 2025 results on Sep 11, 2025 Upcoming Dividend • Jun 20
Upcoming dividend of €10.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (2.0%). Announcement • Apr 29
Robertet SA, Annual General Meeting, Jun 04, 2025 Robertet SA, Annual General Meeting, Jun 04, 2025. Location: 48 avenue jean maubert, grasse France Declared Dividend • Apr 27
Dividend increased to €10.00 Dividend of €10.00 is 18% higher than last year. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.8%. Announcement • Nov 06
Robertet SA (ENXTPA:RBT) agreed to acquire Phasex Corporation. Robertet SA (ENXTPA:RBT) agreed to acquire Phasex Corporation on November 4, 2024. Reported Earnings • Sep 26
First half 2024 earnings released: EPS: €24.71 (vs €19.14 in 1H 2023) First half 2024 results: EPS: €24.71 (up from €19.14 in 1H 2023). Revenue: €414.6m (up 10% from 1H 2023). Net income: €51.7m (up 29% from 1H 2023). Profit margin: 13% (up from 11% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Chemicals industry in France. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Jun 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Lucie Maurel-Aubert was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Price Target Changed • Apr 29
Price target increased by 7.2% to €1,115 Up from €1,040, the current price target is an average from 2 analysts. New target price is 26% above last closing price of €882. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of €39.12 for next year compared to €35.71 last year. Reported Earnings • Apr 21
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: €35.71. Revenue: €735.6m (up 4.6% from FY 2022). Net income: €74.6m (down 1.9% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in France. New Risk • Apr 16
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. This is currently the only risk that has been identified for the company. Price Target Changed • Nov 21
Price target decreased by 11% to €1,035 Down from €1,165, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €768. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of €34.56 for next year compared to €32.85 last year. Reported Earnings • Oct 05
First half 2023 earnings released: EPS: €19.13 (vs €19.49 in 1H 2022) First half 2023 results: EPS: €19.13 (down from €19.49 in 1H 2022). Revenue: €376.4m (up 4.9% from 1H 2022). Net income: €39.9m (down 11% from 1H 2022). Profit margin: 11% (down from 13% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in France. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 22
Upcoming dividend of €8.50 per share at 1.0% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 26% and the cash payout ratio is 77%. Trailing yield: 1.0%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (2.0%). Buying Opportunity • Apr 26
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €1,081, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 6.0% in the next 2 years. 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Director Elie Vannier was the last director to join the board, commencing their role in 2022. 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 • May 01
Full year 2021 earnings: Revenues miss analyst expectations Full year 2021 results: Revenue: €608.8m (up 13% from FY 2020). Net income: €71.7m (up 42% from FY 2020). Profit margin: 12% (up from 9.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 25% growth forecast for the industry in France. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . 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 • Feb 25
Price target increased to €1,158 Up from €1,079, the current price target is an average from 2 analysts. New target price is 37% above last closing price of €843. Stock is down 12% over the past year. The company is forecast to post earnings per share of €32.74 for next year compared to €21.88 last year. Reported Earnings • Oct 01
First half 2021 earnings released: EPS €16.47 (vs €13.03 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €297.6m (up 6.2% from 1H 2020). Net income: €38.1m (up 27% from 1H 2020). Profit margin: 13% (up from 11% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 05
Full year 2020 earnings released: EPS €21.88 (vs €22.96 in FY 2019) The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €538.3m (down 2.9% from FY 2019). Net income: €50.6m (down 4.7% from FY 2019). Profit margin: 9.4% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 06
New 90-day high: €980 The company is up 4.0% from its price of €943 on 06 November 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is flat over the same period. Is New 90 Day High Low • Nov 24
New 90-day low: €886 The company is down 4.0% from its price of €921 on 25 August 2020. The French market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 2.0% over the same period. Is New 90 Day High Low • Oct 12
New 90-day high: €1,040 The company is up 9.0% from its price of €955 on 14 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period. Reported Earnings • Oct 02
First half earnings released Over the last 12 months the company has reported total profits of €53.7m, largely unchanged from the prior year. Total revenue was €547.4m over the last 12 months, up 1.0% from the prior year.