Reported Earnings • Jul 31
First half 2026 earnings released: EPS: CHF0.25 (vs CHF0.19 in 1H 2025) First half 2026 results: EPS: CHF0.25 (up from CHF0.19 in 1H 2025). Revenue: CHF6.57b (down 2.5% from 1H 2025). Net income: CHF35.0m (up 30% from 1H 2025). Profit margin: 0.5% (up from 0.4% in 1H 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Specialty Retail industry in Italy. Buy Or Sell Opportunity • Jul 31
Now 20% undervalued Over the last 90 days, the stock has risen 14% to €52.75. The fair value is estimated to be €66.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period. Buy Or Sell Opportunity • Jul 14
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.1% to €53.95. The fair value is estimated to be €68.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. New Risk • Jul 12
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €56.35, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total returns to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €64.19 per share. Buy Or Sell Opportunity • May 15
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.2% to €49.72. The fair value is estimated to be €62.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. New Risk • May 06
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 6.8% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Buy Or Sell Opportunity • Apr 28
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.9% to €47.42. The fair value is estimated to be €61.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period. Announcement • Apr 08
Avolta AG, Annual General Meeting, May 06, 2026 Avolta AG, Annual General Meeting, May 06, 2026, at 14:30 W. Europe Standard Time. Buy Or Sell Opportunity • Mar 19
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.2% to €49.40. The fair value is estimated to be €63.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period. Reported Earnings • Mar 13
Full year 2025 earnings released: EPS: CHF1.39 (vs CHF0.70 in FY 2024) Full year 2025 results: EPS: CHF1.39 (up from CHF0.70 in FY 2024). Revenue: CHF14.0b (up 1.9% from FY 2024). Net income: CHF199.0m (up 93% from FY 2024). Profit margin: 1.4% (up from 0.8% in FY 2024). The increase in margin was driven by higher revenue. Like-for-like sales growth: 3.9% vs FY 2024 Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Specialty Retail industry in Italy. New Risk • Mar 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 9.6% 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 Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (122% payout ratio). New Risk • Mar 02
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 5.5% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (122% payout ratio). Share price has been volatile over the past 3 months (5.5% average weekly change). Board Change • Oct 24
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 04
First half 2025 earnings released: EPS: CHF0.19 (vs CHF0.08 in 1H 2024) First half 2025 results: EPS: CHF0.19 (up from CHF0.08 in 1H 2024). Revenue: CHF6.73b (up 4.2% from 1H 2024). Net income: CHF27.0m (up 125% from 1H 2024). Profit margin: 0.4% (up from 0.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Specialty Retail industry in Italy. Board Change • Aug 04
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 23
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €47.60, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €23.69 per share. Board Change • May 06
High number of new directors Independent Non-Executive Director Katia Walsh was the last director to join the board, commencing their role in 2024.