Upcoming Dividend • May 27
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 British dividend payers (5.6%). Lower than average of industry peers (3.6%). Declared Dividend • Mar 30
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 3.2%. Sustainability & Growth 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 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 Buy Or Sell Opportunity • Jan 17
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.1% to €7.78. The fair value is estimated to be €9.91, 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 9.8% 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 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 Buy Or Sell Opportunity • May 27
Now 20% undervalued Over the last 90 days, the stock has risen 7.3% to €7.60. The fair value is estimated to be €9.54, 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 15%. For the next 3 years, revenue is forecast to decline by 4.9% per annum. Earnings are forecast to grow by 2.5% per annum over the same time period. 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 British dividend payers (5.7%). Lower than average of industry peers (4.4%). Declared Dividend • Mar 31
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 3.2%. Sustainability & Growth 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 09
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 2.4% growth forecast for the Media industry in the United Kingdom. Buy Or Sell Opportunity • Jul 24
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.6% to €7.58. The fair value is estimated to be €10.02, 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 11
Now 22% undervalued Over the last 90 days, the stock has risen 4.9% to €7.70. The fair value is estimated to be €9.93, 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 British dividend payers (5.7%). Higher than average of industry peers (3.3%). 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 released: EPS: €0.58 (vs €0.45 in FY 2022) 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 is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Media industry in the United Kingdom are expected to grow by 2.7%. 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 5% per year, which means it is significantly lagging earnings growth. 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 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 5.0% growth forecast for the Media industry in the United Kingdom. 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 7% 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 British dividend payers (5.8%). Higher than average of industry peers (3.1%). Board Change • Feb 21
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. Board Change • Nov 29
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 13
Now 22% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €8.19, 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. Board Change • Sep 19
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. Board Change • Aug 23
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. 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 British dividend payers (4.8%). Higher than average of industry peers (2.7%). 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 released: EPS: €0.36 (vs €0.52 in FY 2020) 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. Over the next year, revenue is expected to shrink by 2.6% compared to a 11% growth forecast for the industry in the United Kingdom. Board Change • Nov 18
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.