Live News • Jun 24
Danieli Technology Powers Over 10 Million Tons of Hot-Rolled Steel at Shougang Jingtang China’s Shougang Jingtang United Iron & Steel has produced more than 10,000,000 tons of hot-rolled steel using Danieli & C. Officine Meccaniche’s QSP-DUE direct casting and rolling technology at its universal plant.
The QSP-DUE setup combines thin-slab casting, thermal equalization and continuous rolling, allowing the mill to switch between endless, semi-endless and coil-to-coil modes while cutting carbon dioxide emissions, lowering energy use and replacing traditional cold-rolling steps.
Danieli’s stock trades around €74.45, with the share price up about 44.3% year to date.
This kind of long-run production milestone at a major Chinese steel producer provides a concrete data point on how Danieli’s equipment performs at scale, particularly on energy use and emissions. It also underscores the potential impact of customer concentration and the reliance on continued order flow from similar high-capex projects. Live News • Jun 16
Danieli Stock in Focus as Jindal Steel Surpasses Equipment Performance at Angul Plant Jindal Steel achieved production results above guaranteed performance levels on twin-strand slab casters supplied by Danieli Technologies at its Angul plant in India.
Casting speeds and throughput on Danieli equipment exceeded contractual benchmarks across several steel grades.
The Angul plant completed a significant production run within 45 days of the hot test, indicating the equipment reached high operational levels in a relatively short period.
This performance suggests Danieli & C. Officine Meccaniche’s casting technology is meeting or surpassing the technical specifications agreed with a major steel producer, which can be important for future tendering and reference projects.
Investors may want to watch how frequently Danieli highlights similar performance milestones in customer plants, as this can influence its competitive position in metallurgical equipment contracts and any associated aftermarket or service opportunities. Live News • Jun 08
Danieli Secures Contract for Green Electric Arc Furnace With Henan Jiyuan in China Danieli has signed a contract to supply Henan Jiyuan Iron and Steel Group in China with a 55-ton ECS Zerobucket electric arc furnace (EAF), the steelmaker’s first EAF investment.
The new furnace is designed to cut electricity use, carbon emissions and harmful gases compared with conventional EAFs, supporting Henan Jiyuan’s move toward lower-carbon, green steel production.
Danieli will also provide commissioning, ramp-up and operational support aimed at establishing a more efficient and environmentally focused special steel process for the customer.
This contract underlines demand for Danieli’s ECS Zerobucket technology as steel producers transition away from traditional blast furnace routes toward lower-emission setups.
For investors, a key angle is Danieli’s positioning in equipment and services tied to green steel, which can deepen customer relationships but also exposes the company to project execution and technology adoption risks. Reported Earnings • Mar 30
First half 2026 earnings released First half 2026 results: Revenue: €1.69b (down 17% from 1H 2025). Net income: €131.0m (up 4.7% from 1H 2025). Profit margin: 7.8% (up from 6.2% in 1H 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Machinery industry in Italy. New Risk • Mar 19
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 Italian stocks, typically moving 5.7% 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. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Mar 19
Now 20% undervalued Over the last 90 days, the stock has risen 11% to €56.30. The fair value is estimated to be €70.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Upcoming Dividend • Nov 17
Upcoming dividend of €0.31 per share Eligible shareholders must have bought the stock before 24 November 2025. Payment date: 26 November 2025. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (1.3%). Major Estimate Revision • Oct 16
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from €3.28 to €3.65. Revenue forecast steady at €4.31b. Net income forecast to grow 29% next year vs 33% growth forecast for Machinery industry in Italy. Consensus price target up from €48.38 to €51.88. Share price was steady at €48.50 over the past week. Price Target Changed • Oct 10
Price target increased by 7.2% to €51.88 Up from €48.38, the current price target is an average from 4 analysts. New target price is 5.3% above last closing price of €49.25. Stock is up 84% over the past year. Price Target Changed • Oct 07
Price target increased by 11% to €49.13 Up from €44.18, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €48.10. Stock is up 77% over the past year. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €46.05, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Machinery industry in Italy. Total returns to shareholders of 167% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €57.50 per share. Declared Dividend • Oct 01
Dividend of €0.31 announced Dividend of €0.31 is the same as last year. Ex-date: 24th November 2025 Payment date: 26th November 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.1%. Announcement • Sep 30
Danieli & C. Officine Meccaniche S.p.A. announces Annual dividend, payable on November 26, 2025 Danieli & C. Officine Meccaniche S.p.A. announced Annual dividend of EUR 0.3100 per share payable on November 26, 2025, ex-date on November 24, 2025 and record date on November 25, 2025. New Risk • Sep 29
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 Italian stocks, typically moving 5.7% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Sep 28
Full year 2025 earnings released Full year 2025 results: Revenue: €4.20b (down 2.9% from FY 2024). Net income: €220.3m (down 8.5% from FY 2024). Profit margin: 5.2% (down from 5.6% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Italy. Valuation Update With 7 Day Price Move • Apr 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €26.05, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Machinery industry in Italy. Total returns to shareholders of 39% over the past three years. New Risk • Mar 28
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 Italian stocks, typically moving 6.0% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Mar 27
First half 2025 earnings released First half 2025 results: Revenue: €2.00b (down 3.5% from 1H 2024). Net income: €125.1m (up 30% from 1H 2024). Profit margin: 6.3% (up from 4.7% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Italy. Price Target Changed • Nov 15
Price target increased by 7.1% to €41.75 Up from €39.00, the current price target is an average from 4 analysts. New target price is 66% above last closing price of €25.15. Stock is down 4.6% over the past year. The company is forecast to post earnings per share of €3.26 for next year compared to €3.25 last year. Upcoming Dividend • Nov 11
Upcoming dividend of €0.31 per share Eligible shareholders must have bought the stock before 18 November 2024. Payment date: 20 November 2024. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.6%). Announcement • Oct 21
Danieli & C. Officine Meccaniche S.p.A., Annual General Meeting, Oct 25, 2024 Danieli & C. Officine Meccaniche S.p.A., Annual General Meeting, Oct 25, 2024, at 14:30 W. Europe Standard Time. Location: via nazionale 41, buttrio udine Italy Price Target Changed • Oct 02
Price target decreased by 10% to €39.00 Down from €43.50, the current price target is an average from 4 analysts. New target price is 43% above last closing price of €27.35. Stock is up 3.2% over the past year. Reported Earnings • Sep 27
Full year 2024 earnings released Full year 2024 results: Revenue: €4.35b (up 11% from FY 2023). Net income: €238.5m (down 2.1% from FY 2023). Profit margin: 5.5% (down from 6.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Italy. Price Target Changed • Jun 09
Price target increased by 12% to €43.67 Up from €39.00, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €37.45. Stock is up 60% over the past year. The company is forecast to post earnings per share of €3.09 for next year compared to €3.29 last year. Price Target Changed • Mar 11
Price target increased by 7.1% to €39.00 Up from €36.40, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €33.40. Stock is up 43% over the past year. The company is forecast to post earnings per share of €3.14 for next year compared to €3.29 last year. Reported Earnings • Mar 10
First half 2024 earnings released First half 2024 results: Revenue: €2.07b (up 19% from 1H 2023). Net income: €96.4m (up 30% from 1H 2023). Profit margin: 4.7% (up from 4.2% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Italy. Upcoming Dividend • Nov 13
Upcoming dividend of €0.31 per share at 1.2% yield Eligible shareholders must have bought the stock before 20 November 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Italian dividend payers (5.7%). In line with average of industry peers (1.2%). Announcement • Oct 19
Danieli & C. Officine Meccaniche S.p.A., Annual General Meeting, Oct 27, 2023 Danieli & C. Officine Meccaniche S.p.A., Annual General Meeting, Oct 27, 2023. Agenda: To approve the annual report. Price Target Changed • Sep 28
Price target increased by 7.3% to €32.73 Up from €30.50, the current price target is an average from 3 analysts. New target price is 27% above last closing price of €25.80. Stock is up 54% over the past year. Announcement • May 04
Danieli to Leave Russian Market, May Sell Assets Danieli & C. Officine Meccaniche S.p.A. (BIT:DAN) (Danieli Group) is leaving the Russian market and will consider selling assets in the country, a representative of the company's management told PRIME on May 2, 2023. "The quitting of Danieli from the Russian market is linked to the fact that sales of equipment in Russia are impossible due to the sanctions regime set by the European community," the person said. Danieli is not able to supply equipment to Russia due to severe customs restrictions, he added. The company is considering selling the Russian business, he added. "We are studying ways of putting the company up for sale. … I think, by the end of the year we will find out what the best buyer should be like," he said. Reported Earnings • Mar 12
First half 2023 earnings released First half 2023 results: Revenue: €1.80b (up 32% from 1H 2022). Net income: €74.1m (up 24% from 1H 2022). Profit margin: 4.1% (down from 4.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Machinery industry in Italy. Price Target Changed • Feb 22
Price target increased by 7.2% to €29.87 Up from €27.87, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €24.10. Stock is up 13% over the past year. The company is forecast to post earnings per share of €2.02 for next year compared to €2.95 last year. Board Change • Nov 16
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. 9 non-independent directors. Group CEO, CTO, Member of Group Executive Board & Director Rolando Paolone was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 29
Full year 2022 earnings released Full year 2022 results: Revenue: €3.64b (up 20% from FY 2021). Net income: €227.3m (up 184% from FY 2021). Profit margin: 6.2% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Machinery industry in Italy. Buying Opportunity • Jun 13
Now 23% undervalued Over the last 90 days, the stock is up 17%. The fair value is estimated to be €27.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 44% in the next 2 years. Buying Opportunity • May 20
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 6.1%. The fair value is estimated to be €27.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 44% in the next 2 years. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improved over the past week After last week's 18% share price gain to €21.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Machinery industry in Italy. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.75 per share. 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. 9 non-independent directors. Group CEO, CTO, Member of Group Executive Board & Director Rolando Paolone was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Mar 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be €25.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.5% in 2 years. Earnings is forecast to grow by 44% in the next 2 years. Major Estimate Revision • Mar 17
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €1.83 to €1.60 per share. Revenue forecast steady at €3.14b. Net income forecast to grow 20% next year vs 28% growth forecast for Machinery industry in Italy. Consensus price target down from €33.67 to €26.43. Share price rose 4.1% to €18.96 over the past week. Reported Earnings • Mar 13
First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behind First half 2022 results: EPS: €0.81 (up from €0.19 in 1H 2021). Revenue: €1.37b (up 39% from 1H 2021). Net income: €59.7m (up 322% from 1H 2021). Profit margin: 4.4% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) exceeded analyst estimates by 21%. Over the next year, revenue is expected to shrink by 4.5% compared to a 18% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Mar 04
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 33%. The fair value is estimated to be €22.09, 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 been flat over the last 3 years.