Announcement • May 15
D'Ieteren Group SA to Report Fiscal Year 2026 Results on Mar 10, 2027 D'Ieteren Group SA announced that they will report fiscal year 2026 results on Mar 10, 2027 Announcement • Dec 26
D'Ieteren Group SA to Report First Half, 2026 Results on Sep 09, 2026 D'Ieteren Group SA announced that they will report first half, 2026 results on Sep 09, 2026 Announcement • Jun 12
D'Ieteren Group SA to Report Fiscal Year 2025 Results on Mar 10, 2026 D'Ieteren Group SA announced that they will report fiscal year 2025 results on Mar 10, 2026 Announcement • May 27
D'Ieteren Group SA announces Annual dividend, payable on June 12, 2025 D'Ieteren Group SA announced Annual dividend of EUR 1.1200 per share payable on June 12, 2025, ex-date on June 10, 2025 and record date on June 11, 2025. Announcement • Feb 12
D'Ieteren Group SA to Report First Half, 2025 Results on Sep 03, 2025 D'Ieteren Group SA announced that they will report first half, 2025 results on Sep 03, 2025 Announcement • Sep 11
D'Ieteren Group SA Proposes Extraordinary Dividend D'Ieteren Group SA proposed extraordinary dividend of EUR 74.00 per share as a reward group shareholders for their continued support after the value creation in the recent years. Announcement • May 15
D'Ieteren Group SA to Report Fiscal Year 2024 Results on Mar 10, 2025 D'Ieteren Group SA announced that they will report fiscal year 2024 results on Mar 10, 2025 Reported Earnings • Mar 08
Full year 2023 earnings released: EPS: €9.41 (vs €6.23 in FY 2022) Full year 2023 results: EPS: €9.41 (up from €6.23 in FY 2022). Revenue: €7.98b (up 69% from FY 2022). Net income: €498.8m (up 50% from FY 2022). Profit margin: 6.2% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 33% per year. Announcement • Dec 15
D'Ieteren Group SA to Report First Half, 2024 Results on Sep 10, 2024 D'Ieteren Group SA announced that they will report first half, 2024 results on Sep 10, 2024 Announcement • May 31
D'Ieteren Group SA to Report Fiscal Year 2023 Results on Mar 05, 2024 D'Ieteren Group SA announced that they will report fiscal year 2023 results on Mar 05, 2024 Upcoming Dividend • May 30
Upcoming dividend of €2.10 per share at 1.8% yield Eligible shareholders must have bought the stock before 06 June 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.0%). Announcement • May 26
D'Ieteren Group SA, Annual General Meeting, May 25, 2023 D'Ieteren Group SA, Annual General Meeting, May 25, 2023, at 15:00 Central European Standard Time. Agenda: To propose a gross ordinary dividend of share to its shareholders; to approve the appointments as Independent Directors, of Allegra Patrizi Unipersonnelle, represented by Mrs Allegra Patrizi, of LSIM SA, represented by Mr Wolfgang de Limburg Stirum, and of Diligencia Consult SRL, represented by Mrs Diane Govaerts. Reported Earnings • Mar 12
Full year 2022 earnings released: EPS: €6.24 (vs €4.75 in FY 2021) Full year 2022 results: EPS: €6.24 (up from €4.75 in FY 2021). Revenue: €4.71b (up 40% from FY 2021). Net income: €335.7m (up 32% from FY 2021). Profit margin: 7.1% (down from 7.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year whereas the company’s share price has increased by 57% per year. Board Change • Jan 10
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. 2 experienced directors. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Board Change • Nov 16
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. 2 experienced directors. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. 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 • Sep 07
First half 2022 earnings released: EPS: €3.55 (vs €3.43 in 1H 2021) First half 2022 results: EPS: €3.55 (up from €3.43 in 1H 2021). Revenue: €1.91b (up 1.0% from 1H 2021). Net income: €191.6m (up 4.8% from 1H 2021). Profit margin: 10.0% (in line with 1H 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth. Announcement • Jul 19
D'Ieteren Group SA to Report First Half, 2023 Results on Sep 07, 2023 D'Ieteren Group SA announced that they will report first half, 2023 results on Sep 07, 2023 Upcoming Dividend • May 31
Upcoming dividend of €1.47 per share Eligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (3.2%). Board Change • May 26
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. 3 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Board Change • Apr 28
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. 3 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. 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 10
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €116, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Retail Distributors industry in Europe. Total returns to shareholders of 227% over the past three years. Board Change • Dec 29
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. 5 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Board Change • Nov 30
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. 7 experienced directors. 5 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Cécile Bonnefond was the last independent director to join the board, commencing their role in 2018. 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 • Sep 05
First half 2021 earnings released: EPS €3.39 (vs €0.39 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.89b (up 25% from 1H 2020). Net income: €182.8m (up €162.2m from 1H 2020). Profit margin: 9.7% (up from 1.4% 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 56% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improved over the past week After last week's 30% share price gain to €134, the stock trades at a trailing P/E ratio of 51.2x. Average forward P/E is 16x in the Retail Distributors industry in Europe. Total returns to shareholders of 273% over the past three years. Upcoming Dividend • May 25
Upcoming dividend of €0.94 per share Eligible shareholders must have bought the stock before 01 June 2021. Payment date: 03 June 2021. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.2%). Reported Earnings • Apr 25
Full year 2020 earnings released: EPS €2.62 (vs €1.21 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.32b (down 13% from FY 2019). Net income: €140.3m (up 115% from FY 2019). Profit margin: 4.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings. Reported Earnings • Mar 14
Full year 2020 earnings released: EPS €2.62 (vs €1.18 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.32b (down 13% from FY 2019). Net income: €140.3m (up 120% from FY 2019). Profit margin: 4.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Mar 14
Revenue beats expectations Revenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 6.0% growth forecast for the Retail Distributors industry in the United Kingdom. Is New 90 Day High Low • Mar 08
New 90-day high: €70.10 The company is up 6.0% from its price of €66.40 on 08 December 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 13% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: €60.20 The company is up 14% from its price of €53.00 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 15% over the same period.