Imerys S.A.

ENXTPA:NK Aktierapport

Börsvärde: €1.9b

Imerys Förvaltning

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Viktig information

Alessandro Dazza

Verkställande direktör

€3.9m

Total ersättning

VD-lön i procent23.64%
Anställning som VD6.3yrs
Ägande av VDn/a
Ledningens genomsnittliga anställningstid5.8yrs
Styrelsens genomsnittliga mandatperiod3yrs

Senaste uppdateringar av ledningen

Analysartikel May 08

Here's Why Shareholders Should Examine Imerys S.A.'s (EPA:NK) CEO Compensation Package More Closely

Key Insights Imerys will host its Annual General Meeting on 14th of May CEO Alessandro Dazza's total compensation...

Recent updates

Uppdatering av berättelse May 18

NK: Updated Assumptions And Buybacks Will Shape Future Risk Balance

Narrative Update on Imerys The analyst price target for Imerys has been adjusted from €22.00 to €20.00. Analysts cited updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples, alongside recent street research such as the €1 price target change at Berenberg, to support the revision.
Analysartikel Jan 10

Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Analysartikel Dec 19

Is There An Opportunity With Imerys S.A.'s (EPA:NK) 46% Undervaluation?

Key Insights Imerys' estimated fair value is €43.19 based on 2 Stage Free Cash Flow to Equity Imerys' €23.42 share...
Analysartikel Nov 30

A Piece Of The Puzzle Missing From Imerys S.A.'s (EPA:NK) Share Price

There wouldn't be many who think Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.6x is worth a mention...
Analysartikel Oct 12

What Is Imerys S.A.'s (EPA:NK) Share Price Doing?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysartikel Sep 27

Returns On Capital At Imerys (EPA:NK) Have Hit The Brakes

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Analysartikel Sep 04

A Look At The Fair Value Of Imerys S.A. (EPA:NK)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Imerys fair value estimate is €25.72 Current share price of...
Analysartikel Aug 20

Is Imerys (EPA:NK) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Aug 02

Imerys S.A. (EPA:NK) Just Reported, And Analysts Assigned A €28.40 Price Target

There's been a notable change in appetite for Imerys S.A. ( EPA:NK ) shares in the week since its interim report, with...
Analysartikel Jul 31

Sentiment Still Eluding Imerys S.A. (EPA:NK)

There wouldn't be many who think Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
Analysartikel Jun 28

Be Wary Of Imerys (EPA:NK) And Its Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
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Ny berättelse May 16

Electric Vehicle Demand Will Unlock Graphite And Carbon Promise

Imerys anticipates future revenue growth from strong demand in the electric vehicle market and a robust Graphite & Carbon performance.
Analysartikel May 01

Imerys (EPA:NK) Has Announced That It Will Be Increasing Its Dividend To €1.45

The board of Imerys S.A. ( EPA:NK ) has announced that it will be paying its dividend of €1.45 on the 22nd of May, an...
Analysartikel Apr 05

Imerys (EPA:NK) Has Announced That It Will Be Increasing Its Dividend To €1.45

Imerys S.A. ( EPA:NK ) has announced that it will be increasing its dividend from last year's comparable payment on the...
Analysartikel Mar 07

Imerys S.A. (EPA:NK) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable

Imerys S.A. ( EPA:NK ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Taking a...
Analysartikel Feb 27

Imerys (EPA:NK) Is Increasing Its Dividend To €1.45

Imerys S.A.'s ( EPA:NK ) dividend will be increasing from last year's payment of the same period to €1.45 on 22nd of...
Analysartikel Feb 25

Analysts Have Been Trimming Their Imerys S.A. (EPA:NK) Price Target After Its Latest Report

It's been a good week for Imerys S.A. ( EPA:NK ) shareholders, because the company has just released its latest annual...
Analysartikel Feb 13

Imerys (EPA:NK) Has Some Difficulty Using Its Capital Effectively

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Analysartikel Jan 26

Should You Investigate Imerys S.A. (EPA:NK) At €26.36?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it saw significant share price movement during recent...
Analysartikel Jan 08

Imerys S.A.'s (EPA:NK) P/S Is On The Mark

It's not a stretch to say that Imerys S.A.'s ( EPA:NK ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...
Analysartikel Nov 18

An Intrinsic Calculation For Imerys S.A. (EPA:NK) Suggests It's 25% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Imerys fair value estimate is €41.21 Imerys' €30.78 share...
Analysartikel Oct 28

Investors Could Be Concerned With Imerys' (EPA:NK) Returns On Capital

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Analysartikel Oct 09

Should You Think About Buying Imerys S.A. (EPA:NK) Now?

While Imerys S.A. ( EPA:NK ) might not have the largest market cap around , it saw significant share price movement...
Analysartikel Sep 23

Market Participants Recognise Imerys S.A.'s (EPA:NK) Earnings

Imerys S.A.'s ( EPA:NK ) price-to-earnings (or "P/E") ratio of 53.6x might make it look like a strong sell right now...
Analysartikel Aug 18

Imerys (EPA:NK) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Jul 30

Imerys S.A. (EPA:NK) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Imerys is €44.20 based on 2 Stage Free Cash Flow to Equity Imerys is...
Analysartikel Jun 19

Is Now An Opportune Moment To Examine Imerys S.A. (EPA:NK)?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
Analysartikel Jun 04

Subdued Growth No Barrier To Imerys S.A.'s (EPA:NK) Price

With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Basic Materials industry in France, you could be...
Analysartikel May 08

Here's Why Shareholders Should Examine Imerys S.A.'s (EPA:NK) CEO Compensation Package More Closely

Key Insights Imerys will host its Annual General Meeting on 14th of May CEO Alessandro Dazza's total compensation...
Analysartikel Apr 30

Is Imerys (EPA:NK) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Apr 15

Estimating The Fair Value Of Imerys S.A. (EPA:NK)

Key Insights Using the Dividend Discount Model, Imerys fair value estimate is €27.45 Current share price of €30.00...
Analysartikel Feb 17

Imerys S.A.'s (EPA:NK) Shares Climb 27% But Its Business Is Yet to Catch Up

The Imerys S.A. ( EPA:NK ) share price has done very well over the last month, posting an excellent gain of 27...
Analysartikel Feb 09

Should You Investigate Imerys S.A. (EPA:NK) At €31.14?

Imerys S.A. ( EPA:NK ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large price...
Analysartikel Dec 30

Are Imerys S.A. (EPA:NK) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Imerys is €23.54 based on Dividend Discount Model Imerys is estimated to be...
Analysartikel Nov 25

Imerys (EPA:NK) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Nov 10

Imerys (EPA:NK) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...
Analysartikel Oct 24

When Should You Buy Imerys S.A. (EPA:NK)?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysartikel Sep 23

Calculating The Intrinsic Value Of Imerys S.A. (EPA:NK)

Key Insights The projected fair value for Imerys is €27.70 based on Dividend Discount Model Current share price of...
Analysartikel Aug 16

Does Imerys (EPA:NK) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Aug 01

Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns

What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Analysartikel Jul 10

Should You Think About Buying Imerys S.A. (EPA:NK) Now?

Imerys S.A. ( EPA:NK ), is not the largest company out there, but it saw significant share price movement during recent...
Analysartikel Jun 19

Imerys S.A. (EPA:NK) Shares Could Be 25% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Imerys is €28.59 based on Dividend Discount Model Current share price of...

Analys av ersättningar till VD

Hur har Alessandro Dazza:s ersättning förändrats jämfört med Imerys:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

-€431m

Dec 31 2025€4m€920k

-€409m

Sep 30 2025n/an/a

€158m

Jun 30 2025n/an/a

-€166m

Mar 31 2025n/an/a

-€141m

Dec 31 2024€5m€920k

-€95m

Sep 30 2024n/an/a

-€275m

Jun 30 2024n/an/a

€47m

Mar 31 2024n/an/a

€15m

Dec 31 2023€4m€920k

€6m

Sep 30 2023n/an/a

€189m

Jun 30 2023n/an/a

€126m

Mar 31 2023n/an/a

€177m

Dec 31 2022€4m€800k

€173m

Sep 30 2022n/an/a

€191m

Jun 30 2022n/an/a

€187m

Mar 31 2022n/an/a

€241m

Dec 31 2021€5m€800k

€181m

Sep 30 2021n/an/a

€151m

Jun 30 2021n/an/a

€115m

Mar 31 2021n/an/a

€58m

Dec 31 2020€4m€700k

€30m

Ersättning vs marknad: Alessandro s total kompensation ($USD 4.53M ) är över genomsnittet för företag av liknande storlek på French marknaden ($USD 1.25M ).

Ersättning vs inkomst: Ersättningen från Alessandro har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Alessandro Dazza (56 yo)

6.3yrs
Anställning
€3,891,010
Kompensation

Mr. Alessandro Dazza served as Chief Executive Officer of Flexible Packaging and Engineered Materials at Mondi plc since 2019 until 2020. He served as Chief Executive Officer of Fibre Packaging/Converting...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Alessandro Dazza
Chief Executive Officer6.3yrs€3.89minga uppgifter
Pierre Lebreuil
Chief Financial Officerless than a yearinga uppgifteringa uppgifter
Emmanuelle Vaudoyer
Group General Counsel & Company Secretary3yrsinga uppgifteringa uppgifter
Anastasia Amvrosiadou
Group Chief Human Resources Officer3.6yrsinga uppgifteringa uppgifter
Olivier Pirotte
Chief Strategy and M&A Officer5.8yrsinga uppgifteringa uppgifter
Philippe Bourg
Senior Vice President of Solutions for Refractory Abrasives & Construction7.5yrsinga uppgifteringa uppgifter
Guillaume Delacroix
Senior Vice President of Performance Minerals EMEA & APAC7.5yrsinga uppgifteringa uppgifter
Jim Murberger
Senior Vice President of Performance Minerals Americas7.5yrsinga uppgifteringa uppgifter
Leah Wilson
Chief Sustainability Officer3.6yrsinga uppgifteringa uppgifter
5.8yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren ledning: NK s ledningsgrupp är erfaren och erfaren ( 5.8 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Johannes Huth
Directorless than a year€16.60kinga uppgifter
Patrick Kron
Independent Chairman of the Board21yrs€400.00k0.00075%
€ 14.2k
Lucile Ribot
Independent Director8yrs€86.33k0.0011%
€ 20.0k
Stephanie Besnier
Independent Director3yrs€63.33k0.00071%
€ 13.4k
Michael Ogrinz
Directorno datainga uppgifteringa uppgifter
Veronique Saubot
ESG Referent Director & Independent Director6yrs€71.58k0.00071%
€ 13.4k
Laurent Favre
Independent Director2yrs€42.83k0.00071%
€ 13.4k
Paris Kyriacopoulos
Director5yrs€41.08k0.0020%
€ 37.6k
Bruno Reysset
Employee-Representative Director1.3yrs€37.64kinga uppgifter
Fatima Bensif
Employee Representative Directorno datainga uppgifteringa uppgifter
3.0yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren styrelse: NK s styrelse anses vara erfaren ( 3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 18:29
Aktiekurs vid dagens slut2026/05/26 00:00
Intäkter2026/03/31
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

Imerys S.A. bevakas av 16 analytiker. 6 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
Aron CeccarelliBerenberg
Sebastian BrayBerenberg
Adrien TamagnoBerenberg