Upcoming Dividend • May 26
Upcoming dividend of €0.40 per share Eligible shareholders must have bought the stock before 02 June 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (4.8%). Declared Dividend • Mar 27
Dividend of €0.40 announced Shareholders will receive a dividend of €0.40. Ex-date: 2nd June 2026 Payment date: 4th June 2026 Dividend yield will be 5.7%, which is higher than the industry average of 3.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 26% to increase the payout ratio to a potentially unsustainable range. Announcement • Mar 25
NRJ Group SA to Report Q1, 2026 Results on May 05, 2026 NRJ Group SA announced that they will report Q1, 2026 results After-Market on May 05, 2026 Buy Or Sell Opportunity • Mar 17
Now 20% overvalued Over the last 90 days, the stock has fallen 15% to €6.86. The fair value is estimated to be €5.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6%. Revenue is forecast to decline by 21% in 2 years. Earnings are forecast to grow by 1.7% in the next 2 years. New Risk • Feb 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.2% net profit margin). Announcement • Feb 06
NRJ Group SA to Report Fiscal Year 2025 Results on Mar 24, 2026 NRJ Group SA announced that they will report fiscal year 2025 results After-Market on Mar 24, 2026 Major Estimate Revision • Jan 17
Consensus EPS estimates increase by 50%, revenue downgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €324.3m to €319.0m. EPS estimate rose from €0.30 to €0.45. Net income forecast to grow 6.8% next year vs 8.2% growth forecast for Media industry in France. Consensus price target of €9.83 unchanged from last update. Share price fell 3.8% to €7.68 over the past week. Buy Or Sell Opportunity • Nov 07
Now 20% undervalued Over the last 90 days, the stock has risen 6.2% to €7.84. The fair value is estimated to be €9.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6%. Revenue is forecast to decline by 20% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Announcement • Nov 07
NRJ Group SA to Report Fiscal Year 2025 Results on Feb 05, 2026 NRJ Group SA announced that they will report fiscal year 2025 results After-Market on Feb 05, 2026 Major Estimate Revision • Oct 02
Consensus EPS estimates increase by 27%, revenue downgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €338.5m to €331.6m. EPS estimate rose from €0.39 to €0.497. Net income forecast to grow 19% next year vs 11% growth forecast for Media industry in France. Consensus price target up from €9.47 to €9.97. Share price rose 8.0% to €8.10 over the past week. New Risk • Aug 06
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.2% net profit margin). Announcement • Aug 02
NRJ Group SA to Report Q3, 2025 Results on Nov 06, 2025 NRJ Group SA announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Upcoming Dividend • May 26
Upcoming dividend of €0.29 per share Eligible shareholders must have bought the stock before 02 June 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (4.1%). Major Estimate Revision • May 21
Consensus EPS estimates increase by 50% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.33 to €0.495. Revenue forecast unchanged at €347.1m. Net income forecast to shrink 8.9% next year vs 4.7% growth forecast for Media industry in France . Consensus price target broadly unchanged at €9.60. Share price rose 4.1% to €7.66 over the past week. Declared Dividend • Mar 27
Dividend reduced to €0.29 Dividend of €0.29 is 15% lower than last year. Ex-date: 2nd June 2025 Payment date: 4th June 2025 Dividend yield will be 4.3%, which is higher than the industry average of 3.5%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to decline by 18% over the next 3 years. However, it would need to fall by 41% to increase the payout ratio to a potentially unsustainable range. New Risk • Mar 02
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. Minor Risks 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. New Risk • Feb 17
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 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. New Risk • Nov 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Aug 05
First half 2024 earnings released: EPS: €0.26 (vs €0.20 in 1H 2023) First half 2024 results: EPS: €0.26 (up from €0.20 in 1H 2023). Revenue: €199.4m (up 3.6% from 1H 2023). Net income: €20.0m (up 32% from 1H 2023). Profit margin: 10.0% (up from 7.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.9% growth forecast for the Media industry in France. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jul 16
Now 21% undervalued Over the last 90 days, the stock has risen 3.1% to €8.04. The fair value is estimated to be €10.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 1.1% per annum over the same time period. Buy Or Sell Opportunity • Jun 10
Now 21% undervalued Over the last 90 days, the stock has risen 7.0% to €7.92. The fair value is estimated to be €10.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 1.1% per annum over the same time period. Upcoming Dividend • May 27
Upcoming dividend of €0.34 per share Eligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of French dividend payers (5.1%). Higher than average of industry peers (3.4%). Announcement • Apr 13
NRJ Group SA, Annual General Meeting, May 16, 2024 NRJ Group SA, Annual General Meeting, May 16, 2024, at 14:30 Central European Standard Time. Location: the registered office of the Company located 22 rue Boileau 75016 Paris Paris France Reported Earnings • Apr 04
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: €0.58 (up from €0.45 in FY 2022). Revenue: €415.0m (up 4.3% from FY 2022). Net income: €45.2m (up 30% from FY 2022). Profit margin: 11% (up from 8.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Media industry in France are expected to grow by 6.0%. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Price Target Changed • Mar 26
Price target increased by 7.2% to €10.43 Up from €9.73, the current price target is an average from 3 analysts. New target price is 34% above last closing price of €7.80. Stock is up 20% over the past year. The company is forecast to post earnings per share of €0.49 for next year compared to €0.45 last year. Major Estimate Revision • Mar 24
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.533 to €0.59. Revenue forecast steady at €399.9m. Net income forecast to grow 15% next year vs 38% growth forecast for Media industry in France. Consensus price target up from €9.73 to €10.10. Share price rose 3.4% to €7.80 over the past week. Announcement • Mar 21
NRJ Group SA to Report Q1, 2024 Results on Apr 30, 2024 NRJ Group SA announced that they will report Q1, 2024 results After-Market on Apr 30, 2024 New Risk • Mar 21
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: Minor Risks 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. Announcement • Feb 03
NRJ Group SA to Report Fiscal Year 2023 Results on Mar 20, 2024 NRJ Group SA announced that they will report fiscal year 2023 results After-Market on Mar 20, 2024 Major Estimate Revision • Aug 04
Consensus EPS estimates increase by 18% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €0.388 to €0.459. Revenue forecast steady at €385.5m. Net income forecast to grow 0.6% next year vs 14% growth forecast for Media industry in France. Consensus price target of €9.57 unchanged from last update. Share price was steady at €6.84 over the past week. Reported Earnings • Aug 02
First half 2023 earnings released: EPS: €0.20 (vs €0.17 in 1H 2022) First half 2023 results: EPS: €0.20 (up from €0.17 in 1H 2022). Revenue: €192.4m (flat on 1H 2022). Net income: €15.2m (up 13% from 1H 2022). Profit margin: 7.9% (up from 7.0% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Media industry in France. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Upcoming Dividend • May 24
Upcoming dividend of €0.26 per share at 3.8% yield Eligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.3%). Lower than average of industry peers (4.6%). Board Change • Nov 16
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. 6 non-independent directors. Independent Director Roxanne Varza was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Oct 21
Now 21% undervalued Over the last 90 days, the stock is up 5.1%. The fair value is estimated to be €8.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to decline by 0.7% in 2 years. Earnings is forecast to decline by 11% in the next 2 years. Price Target Changed • Aug 18
Price target increased to €9.67 Up from €8.87, the current price target is an average from 3 analysts. New target price is 46% above last closing price of €6.60. Stock is up 7.1% over the past year. The company is forecast to post earnings per share of €0.43 for next year compared to €0.36 last year. Price Target Changed • Aug 02
Price target increased to €9.67 Up from €8.87, the current price target is an average from 3 analysts. New target price is 60% above last closing price of €6.04. Stock is down 1.6% over the past year. The company is forecast to post earnings per share of €0.42 for next year compared to €0.36 last year. Upcoming Dividend • Jun 07
Upcoming dividend of €0.21 per share Eligible shareholders must have bought the stock before 14 June 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (4.9%). Lower than average of industry peers (3.9%). Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Director Antoine Giscard d'Estaing was the last independent director to join the board, commencing their role in 2004. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 04
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: €0.36 (down from €0.52 in FY 2020). Revenue: €389.2m (up 16% from FY 2020). Net income: €27.6m (down 31% from FY 2020). Profit margin: 7.1% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is expected to shrink by 2.6% compared to a 5.3% growth forecast for the 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 3% per year, which means it is significantly lagging earnings. Price Target Changed • Feb 04
Price target increased to €8.93 Up from €8.20, the current price target is an average from 3 analysts. New target price is 40% above last closing price of €6.38. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.52 last year. Price Target Changed • Nov 05
Price target increased to €8.67 Up from €7.90, the current price target is an average from 3 analysts. New target price is 45% above last closing price of €5.96. Stock is up 11% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.52 last year. Major Estimate Revision • Aug 05
Consensus EPS estimates increase to €0.27 The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €349.7m to €357.3m. EPS estimate increased from €0.20 to €0.27 per share. Net income forecast to grow 14% next year vs 27% growth forecast for Media industry in France. Consensus price target of €8.20 unchanged from last update. Share price was steady at €6.16 over the past week. Reported Earnings • Aug 04
First half 2021 earnings released: EPS €0.065 (vs €0.35 in 1H 2020) The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: €168.0m (up 15% from 1H 2020). Net income: €5.04m (down 82% from 1H 2020). Profit margin: 3.0% (down from 19% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 08
Upcoming dividend of €0.21 per share Eligible shareholders must have bought the stock before 15 June 2021. Payment date: 17 June 2021. Trailing yield: 3.2%. Lower than top quartile of French dividend payers (3.6%). Lower than average of industry peers (4.4%). Price Target Changed • Apr 06
Price target increased to €8.20 Up from €7.50, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €6.60. Stock is up 30% over the past year. Is New 90 Day High Low • Dec 31
New 90-day high: €6.08 The company is up 9.0% from its price of €5.60 on 02 October 2020. The French market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.89 per share. Is New 90 Day High Low • Nov 17
New 90-day high: €6.04 The company is up 1.0% from its price of €5.96 on 19 August 2020. The French market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.39 per share. Is New 90 Day High Low • Oct 29
New 90-day low: €5.36 The company is down 12% from its price of €6.12 on 30 July 2020. The French market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media 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 €3.42 per share.