Befesa S.A.

XTRA:BFSA Aktierapport

Börsvärde: €1.3b

Befesa Framtida tillväxt

Future kriterier kontrolleras 1/6

Befesa förväntas öka intäkter och intäkter med 11.6% respektive 5.8% per år. EPS förväntas tillväxt med 11.7% per år. Avkastningen på eget kapital förväntas bli 11.9% om 3 år.

Viktig information

11.6%

Tillväxttakt i vinsten

11.66%

Tillväxttakt för EPS

Commercial Services vinsttillväxt16.7%
Intäkternas tillväxttakt5.8%
Framtida avkastning på eget kapital11.86%
Bevakning av analytiker

Good

Senast uppdaterad24 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Aug 02
Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Jul 31
Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Recent updates

BFSA: Higher P/E Assumptions Will Support A Re Rating Narrative

Analysts have lifted their average price target on Befesa by about €2.50 to roughly €39.50, citing updated assumptions on revenue growth, profit margins and future P/E multiples that are in line with recent target increases from several banks. Analyst Commentary Recent research updates on Befesa have focused on fine tuning valuation assumptions as price targets move into the mid to high €30s.

BFSA: Slightly Higher Assumptions And Lower Discount Rate May Support Re Rating

Analysts have raised their average price target on Befesa by €1, citing research updates that reflect slightly higher long term growth and profitability assumptions, along with a modestly lower discount rate in their valuation models. Analyst Commentary Recent research on Befesa has focused on fine tuning price targets rather than making sweeping changes to ratings.

BFSA: Higher Revenue And Margin Assumptions Will Support Future Re Rating Potential

Analysts have maintained Befesa's fair value estimate at €33.00, while recent price target increases from Deutsche Bank, Berenberg and Citi indicate slightly stronger confidence, supported by modestly higher revenue growth, profit margin and future P/E assumptions in updated models. Analyst Commentary Recent research updates have lifted formal price targets into a €36 to €40 range, but the tone around the shares is not uniformly upbeat.

BFSA: Higher P/E Assumptions And Modest Margin Gains Will Drive Future Upside Potential

Analysts have increased the fair value estimate for Befesa by €1 to €33. They point to updated assumptions around revenue growth, profit margins and future P/E multiples that align broadly with recent Street price target increases into the €36 to €40 range.

BFSA: Revised Profitability And P/E Assumptions Will Shape Future Risk Reward Balance

Analysts have lifted their price target on Befesa by €4 to €32, citing updated assumptions for revenue growth, profit margins, and future P/E that support a slightly lower discount rate in their valuation work. Analyst Commentary While the higher €32 price target reflects updated assumptions in the latest research, bearish analysts are still flagging several risks that they feel limit upside and keep them cautious on the stock.

BFSA: Higher Profitability Assumptions Will Shape Future Risk Reward Balance

Analysts have raised their price target on Befesa by €4 to €32. This reflects updated views on fair value, revenue growth, profit margins and future P/E assumptions.

BFSA: Refined Discount Rate And Margins Will Support Future Earnings Re Rating

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around the discount rate, revenue growth, profit margin and future P/E. These factors together support a slightly more cautious stance, while keeping the overall fair value framework broadly unchanged.

BFSA: Refined Discount Rate And Margin Outlook Will Support Long Term Earnings

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around discount rates, revenue growth, profit margin and future P/E that support a slightly more cautious stance while keeping the overall fair value framework broadly unchanged. Analyst Commentary Recent commentary points to a more fine tuned view of Befesa, with the updated €29 price target reflecting refreshed model inputs rather than a radical shift in conviction.

At €30.54, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

Jan 06
At €30.54, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Long Term Earnings Outlook

Narrative Update on Befesa Analysts have modestly lifted their blended price target on Befesa, reflecting a more optimistic view on long term profitability and valuation multiples, even as near term revenue growth expectations have been tempered. Analyst Commentary Recent Street research on Befesa presents a mixed but gradually improving outlook, with modest adjustments to price targets reflecting evolving views on the company’s execution and earnings trajectory.

Is Befesa (ETR:BFSA) Using Too Much Debt?

Dec 19
Is Befesa (ETR:BFSA) Using Too Much Debt?

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Earnings Outlook

Analysts have modestly increased their price target on Befesa from EUR 42 to EUR 44, reflecting slightly stronger revenue growth expectations and sector tailwinds highlighted in recent research, despite only incremental changes to margins and discount rates. Analyst Commentary Bullish analysts have become incrementally more constructive on Befesa over recent weeks, highlighting improving growth prospects in core end markets and a clearer execution path on expansion projects.

Befesa S.A.'s (ETR:BFSA) Subdued P/E Might Signal An Opportunity

Sep 24
Befesa S.A.'s (ETR:BFSA) Subdued P/E Might Signal An Opportunity

Decarbonization And Circular Economy Will Expand Recycling Demand

Analysts have modestly raised Befesa’s price target to €36.94, highlighting its strong market position, earnings momentum, capital discipline, and attractive valuation despite some near-term volume and pricing headwinds. Analyst Commentary Bullish analysts highlight Befesa’s strong positioning to benefit from growth in the steel dust recycling market.

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Aug 02
Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Is Befesa (ETR:BFSA) A Risky Investment?

May 30
Is Befesa (ETR:BFSA) A Risky Investment?

Investors Still Aren't Entirely Convinced By Befesa S.A.'s (ETR:BFSA) Earnings Despite 26% Price Jump

May 14
Investors Still Aren't Entirely Convinced By Befesa S.A.'s (ETR:BFSA) Earnings Despite 26% Price Jump

Is There An Opportunity With Befesa S.A.'s (ETR:BFSA) 41% Undervaluation?

Apr 30
Is There An Opportunity With Befesa S.A.'s (ETR:BFSA) 41% Undervaluation?
User avatar

Palmerton Expansion And Cost Reductions Will Improve US Zinc Recycling Operations

Befesa anticipates significant EBITDA growth from improved zinc hedging, expanded U.S. recycling, and cost reductions in zinc refining operations.

Fewer Investors Than Expected Jumping On Befesa S.A. (ETR:BFSA)

Jan 31
Fewer Investors Than Expected Jumping On Befesa S.A. (ETR:BFSA)

Befesa's (ETR:BFSA) Solid Earnings May Rest On Weak Foundations

Nov 08
Befesa's (ETR:BFSA) Solid Earnings May Rest On Weak Foundations

Is Befesa (ETR:BFSA) Using Too Much Debt?

Nov 04
Is Befesa (ETR:BFSA) Using Too Much Debt?

Should You Think About Buying Befesa S.A. (ETR:BFSA) Now?

Oct 17
Should You Think About Buying Befesa S.A. (ETR:BFSA) Now?

Potential Upside For Befesa S.A. (ETR:BFSA) Not Without Risk

Sep 29
Potential Upside For Befesa S.A. (ETR:BFSA) Not Without Risk

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Jul 31
Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Jun 19
Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. (ETR:BFSA) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

May 26
Befesa S.A. (ETR:BFSA) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Befesa's (ETR:BFSA) Dividend Is Being Reduced To €0.73

Apr 25
Befesa's (ETR:BFSA) Dividend Is Being Reduced To €0.73

Is Befesa S.A. (ETR:BFSA) Potentially Undervalued?

Apr 16
Is Befesa S.A. (ETR:BFSA) Potentially Undervalued?

Why Befesa's (ETR:BFSA) Shaky Earnings Are Just The Beginning Of Its Problems

Mar 27
Why Befesa's (ETR:BFSA) Shaky Earnings Are Just The Beginning Of Its Problems

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Mar 06
Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

What You Can Learn From Befesa S.A.'s (ETR:BFSA) P/E

Jan 05
What You Can Learn From Befesa S.A.'s (ETR:BFSA) P/E

What Is Befesa S.A.'s (ETR:BFSA) Share Price Doing?

Dec 17
What Is Befesa S.A.'s (ETR:BFSA) Share Price Doing?

Befesa (ETR:BFSA) Has A Somewhat Strained Balance Sheet

Oct 04
Befesa (ETR:BFSA) Has A Somewhat Strained Balance Sheet

Is Now An Opportune Moment To Examine Befesa S.A. (ETR:BFSA)?

Aug 31
Is Now An Opportune Moment To Examine Befesa S.A. (ETR:BFSA)?

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Jul 05
Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

An Intrinsic Calculation For Befesa S.A. (ETR:BFSA) Suggests It's 50% Undervalued

May 27
An Intrinsic Calculation For Befesa S.A. (ETR:BFSA) Suggests It's 50% Undervalued

Befesa (ETR:BFSA) Is Paying Out A Dividend Of €1.25

May 10
Befesa (ETR:BFSA) Is Paying Out A Dividend Of €1.25

At €42.40, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

Mar 24
At €42.40, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

Estimating The Intrinsic Value Of Befesa S.A. (ETR:BFSA)

Feb 20
Estimating The Intrinsic Value Of Befesa S.A. (ETR:BFSA)

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Feb 05
Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Is It Time To Consider Buying Befesa S.A. (ETR:BFSA)?

Dec 16
Is It Time To Consider Buying Befesa S.A. (ETR:BFSA)?

Are Investors Undervaluing Befesa S.A. (ETR:BFSA) By 22%?

Nov 13
Are Investors Undervaluing Befesa S.A. (ETR:BFSA) By 22%?

Prognoser för vinst- och omsättningstillväxt

XTRA:BFSA - Analytikernas framtida uppskattningar och tidigare finansiella data (EUR Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20281,405118163N/A6
12/31/20271,405109137N/A9
12/31/20261,342103144N/A9
12/31/20251,18381N/AN/AN/A
9/30/20251,21687121188N/A
6/30/20251,21971109186N/A
3/31/20251,24960133211N/A
12/31/20241,23951113192N/A
9/30/20241,1915596181N/A
6/30/20241,1865872162N/A
3/31/20241,1575250142N/A
12/31/20231,1815843147N/A
9/30/20231,2004729144N/A
6/30/20231,1797626129N/A
3/31/20231,1979419131N/A
12/31/20221,13610631137N/A
9/30/20221,08812526122N/A
6/30/20221,01010420112N/A
3/31/202289010242117N/A
12/31/202182210040118N/A
9/30/20217327856129N/A
6/30/20216877385152N/A
3/31/20216185844111N/A
12/31/2020604483893N/A
9/30/2020598532493N/A
6/30/202060061-1865N/A
3/31/2020648751393N/A
12/31/20196488326103N/A
9/30/201967890N/A106N/A
6/30/201968789N/A116N/A
3/31/201970493N/A112N/A
12/31/201872092N/A104N/A
9/30/201871650N/A84N/A
6/30/201873347N/A96N/A
3/31/2018747115N/A73N/A
12/31/201772522N/A92N/A
9/30/2017709-36N/A74N/A
6/30/2017685-43N/A79N/A
3/31/2017634-100N/A80N/A
12/31/2016612-52N/A56N/A
12/31/2015744-84N/A55N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: BFSA s prognostiserade vinsttillväxt ( 11.6% per år) är över sparkvoten ( 1.7% ).

Resultat vs marknad: BFSA s intäkter ( 11.6% per år) förväntas växa långsammare än marknaden för German ( 16.1% per år).

Höga tillväxtresultat: BFSA s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: BFSA s intäkter ( 5.8% per år) förväntas växa långsammare än marknaden för German ( 6.2% per år).

Hög tillväxtintäkter: BFSA s intäkter ( 5.8% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: BFSA s avkastning på eget kapital förväntas bli låg om 3 år ( 11.9 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 11:19
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Befesa S.A. bevakas av 21 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jaime EscribanoBanco Santander
Carlos Javier Treviño PeinadorBanco Santander
Lasse StuebenBerenberg