Indra Sistemas, S.A.

BME:IDR Aktierapport

Börsvärde: €9.0b

Indra Sistemas Förvaltning

Förvaltning kriterier kontrolleras 3/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Jose-Vicente De Los Mozos Obispo

Verkställande direktör

€2.2m

Total ersättning

VD-lön i procent29.48%
Anställning som VD3yrs
Ägande av VDn/a
Ledningens genomsnittliga anställningstid3.2yrs
Styrelsens genomsnittliga mandatperiod3.3yrs

Senaste uppdateringar av ledningen

Recent updates

Analysuppdatering • Apr 30

IDR: Future Re Rating Will Rely On Delivering 2026 Revenue And EBIT Targets

Analysts have trimmed their fair value estimate for Indra Sistemas from €85.00 to €80.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Indra Sistemas, S.A. is being added to the FTSE All-World Index (USD), which may increase the company’s visibility among global index-tracking investors (Index Constituent Adds).
Analysuppdatering • Apr 15

IDR: TfL Ticketing Contract Will Drive Future Upside Potential

Analysts now set their price target for Indra Sistemas at about €62.62, up from roughly €59.29. This reflects updated views on fair value, discount rate and future P/E assumptions.
Analysuppdatering • Apr 01

IDR: Future Re Rating Case Will Hinge On 2026 Execution Credentials

Analysts have lifted their price target on Indra Sistemas to €60 from €47, reflecting updated views on the company’s earnings outlook and sector positioning within European software and services ahead of 2026. Analyst Commentary The latest research frames the new €60 price target as part of a broader reset across European software and services into 2026.
Analysuppdatering • Mar 18

IDR: Future Re Rating Case Centers On Execution Of Revised Profitability Assumptions

Analysts have lifted their price target on Indra Sistemas to €60 from €47, citing updated assumptions for fair value at €85, revised forecasts for revenue growth at 21.83% and profit margin at 7.31%, a discount rate of 10.57%, and a future P/E of 27.32x. Analyst Commentary Bullish analysts are pointing to the higher fair value assumption of €85 and the future P/E of 27.32x as signals that they still see meaningful upside potential in Indra Sistemas, even with the rating now set at Equal Weight.
Analysuppdatering • Mar 04

IDR: Equal Weight Reset And TfL Contract Will Shape Measured Outlook

Narrative Update on Indra Sistemas Analysts have lifted their price target on Indra Sistemas to €59.29 from €55.10, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E after a recent sector wide review that also saw the stock downgraded to Equal Weight with a separate target of €60.00. Analyst Commentary Recent research on Indra Sistemas reflects a mixed view, with the share rating moved to Equal Weight while the price target was raised to €60 from €47 as part of a broader 2026 sector outlook review.
Analysuppdatering • Feb 18

IDR: Equal Weight Shift And London Transport Deal Will Shape Balanced Outlook

Analysts have lifted their price target on Indra Sistemas to €60 from €47, aligning it with an updated fair value estimate of €55.10 and refreshed assumptions on discount rate, revenue growth and future P/E, even as the stock moves to an Equal Weight stance. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €60 price target as a sign that updated assumptions on revenue growth, discount rate and future P/E still support upside versus the prior €47 level.
Analysuppdatering • Feb 04

IDR: Execution Risks Around London Contract Will Likely Restrain Further Repricing

Analysts have raised their price target for Indra Sistemas from €47 to €60, citing updated assumptions for revenue growth, profit margins, discount rates and a lower future P/E multiple in recent research. Analyst Commentary Recent research includes a downgrade of Indra Sistemas to Equal Weight with a higher price target of €60, up from €47, as part of a broader 2026 outlook on European software and services.
Analysuppdatering • Jan 21

IDR: Neutral Rating Shift And London Contract Will Shape Balanced Outlook

Narrative Update on Indra Sistemas Analysts have lifted their fair value estimate for Indra Sistemas from €51.18 to €53.38, supported by fresh Street research that pairs higher price targets with more neutral ratings and slightly adjusted assumptions for the discount rate, revenue growth and future P/E. Analyst Commentary Recent Street research on Indra Sistemas presents a mixed picture, with price targets moving higher while ratings sit closer to the middle of the scale.
Analysartikel • Jan 16

Why Investors Shouldn't Be Surprised By Indra Sistemas, S.A.'s (BME:IDR) 25% Share Price Surge

Despite an already strong run, Indra Sistemas, S.A. ( BME:IDR ) shares have been powering on, with a gain of 25% in the...
Analysuppdatering • Jan 07

IDR: Neutral Rating Shift And Hispasat Decision Will Support Balanced Outlook

Analysts have inched their price target for Indra Sistemas to €51.18, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions that align with the recent upgrade to Neutral and the €46 target cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a Neutral rating as recognition that previous concerns may now be more fairly reflected in the current share price, reducing the perceived valuation gap.
Analysuppdatering • Dec 15

IDR: Future Order Pipeline And Margin Plans Will Support Balanced Outlook

Analysts have nudged their price target on Indra Sistemas higher by EUR 0.56 to EUR 51.18, citing slightly stronger expectations for revenue growth, margins, and valuation multiples. The revision is supported by recent research arguing the shares have become too cheap to ignore and no longer warrant an underperform stance.
Analysartikel • Dec 04

These 4 Measures Indicate That Indra Sistemas (BME:IDR) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysuppdatering • Dec 01

IDR: Upgraded Ratings and Rising Margins Will Drive Renewed Bullish Momentum

Indra Sistemas’ analyst consensus price target has been raised slightly, from €50.19 to €50.61. Analysts cite improved profit margins and recent positive sentiment upgrades.
Analysuppdatering • Nov 17

IDR: Cautious Optimism Expected to Balance Opportunities and Ongoing Risks

Indra Sistemas saw its analyst price target rise from €47.92 to €50.19 as analysts cited stronger revenue growth expectations, a lower discount rate, and a generally improved outlook from recent upgrades and new coverage. Analyst Commentary Recent street research on Indra Sistemas reflects a shift in sentiment, with upgrades and new coverage prompting a closer look at the company’s valuation and prospects.
Analysuppdatering • Nov 02

IDR: Continued U S Mobility Expansion Will Shape Balanced Risk Reward Outlook

Indra Sistemas' analyst price target has risen from €41.66 to €47.92. This change reflects analysts' increased optimism on revenue growth and profit margins following recent upgrades and positive coverage.
Analysuppdatering • Oct 17

European Defense Spending And AI Adoption Will Unlock Opportunities

Indra Sistemas' analyst price target has been raised from €40.75 to €41.66, as analysts cite continued undervaluation of shares and a slight improvement in profit margin forecasts. Analyst Commentary Analysts remain positive on Indra Sistemas, supported by recent coverage and upward revisions in price targets.
User avatar
Ny analys • Dec 30

Acquisitions Of Deimos And TESS Defence Propel Growth In Space And Defense Markets

Acquisitions in space and defense sectors enhance capabilities and position Indra for increased profitability and revenue growth.

Analys av ersättningar till VD

Hur har Jose-Vicente De Los Mozos Obispo:s ersättning förändrats jämfört med Indra Sistemas:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

€436m

Sep 30 2025n/an/a

€384m

Jun 30 2025n/an/a

€378m

Mar 31 2025n/an/a

€276m

Dec 31 2024€2m€660k

€278m

Sep 30 2024n/an/a

€244m

Jun 30 2024n/an/a

€230m

Mar 31 2024n/an/a

€223m

Dec 31 2023€2m€410k

€206m

Ersättning vs marknad: Jose-Vicente s total kompensation ($USD 2.63M ) är ungefär genomsnittet för företag av liknande storlek på Spanish marknaden ($USD 3.35M ).

Ersättning vs inkomst: Ersättningen för Jose-Vicente har ökat med mer än 20 % det senaste året.

VD OCH KONCERNCHEF

Jose-Vicente De Los Mozos Obispo (63 yo)

3yrs
Anställning
€2,239,000
Kompensation

Mr. Jose-Vicente De Los Mozos Obispo served as Executive Vice President of Group Industry, Member of Management Board and Iberia Country Director at Renault SA. He was Group Executive Vice-President of Man...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Jose-Vicente De Los Mozos Obispo
CEO & Director3yrs€2.24minga uppgifter
Miguel Garau
Chief Financial Officer1.7yrsinga uppgifteringa uppgifter
Manuel García
Chief Technology Officer1.2yrsinga uppgifteringa uppgifter
David Santos
Chief Legal Officer3.3yrsinga uppgifteringa uppgifter
Jesus Presa
Chief Marketing Officer & Brand Management3.3yrsinga uppgifteringa uppgifter
Maria del Carmen Moneva
Chief HR Officerno datainga uppgifteringa uppgifter
Luis Figueroa García
Head of IT Delivery & Productionno datainga uppgifteringa uppgifter
Borja Ochoa Gil
Head of Defence & Securityno datainga uppgifteringa uppgifter
Raul Ripio
Managing Director of Mobilityno datainga uppgifteringa uppgifter
Manuel Ausaverri
Chief Strategy Officer3.3yrsinga uppgifteringa uppgifter
Luis Hernando
Managing Director of Minsaitno datainga uppgifteringa uppgifter
Juan Pedro Veiga
International Managing Directorno datainga uppgifteringa uppgifter
3.2yrs
Genomsnittlig anställningstid

Erfaren ledning: IDR s ledningsgrupp anses vara erfaren ( 3.2 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Jose-Vicente De Los Mozos Obispo
CEO & Director3yrs€2.24minga uppgifter
Fernando Fernandez-Tapias
Member of the Advisory Boardno datainga uppgifteringa uppgifter
Belen Corbi
Independent Director3.6yrs€184.00kinga uppgifter
Julian Garcia Vargas
Member of the Advisory Boardno datainga uppgifteringa uppgifter
Sergio Serrano Sánchez
Member of the Advisory Boardno datainga uppgifteringa uppgifter
Santiago de Torres
Member of the Advisory Boardno datainga uppgifteringa uppgifter
Emilio Saracho Rodríguez de Torres
Member of the Advisory Boardno datainga uppgifteringa uppgifter
Juan Costa
Member of the Advisory Boardno datainga uppgifteringa uppgifter
Bernardo Villazan Gil
Independent Director3.6yrs€158.00kinga uppgifter
Virginia Peralta
Deputy Chair & Lead Independent Director3.6yrs€214.00kinga uppgifter
Eva Fernandez Gongora
Independent Directorless than a yearinga uppgifteringa uppgifter
Ángel Grimaldos
Chairmanless than a yearinga uppgifteringa uppgifter
3.3yrs
Genomsnittlig anställningstid
67.5yo
Genomsnittlig ålder

Erfaren styrelse: IDR s styrelse anses vara erfaren ( 3.3 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/08 22:12
Aktiekurs vid dagens slut2026/05/08 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

Indra Sistemas, S.A. bevakas av 30 analytiker. 14 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
null nullBanco de Sabadell. S.A.
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander