Duyuru • Mar 26
Exclusive Networks SA SHS to Be Deleted from OTC Equity Exclusive Networks SA SHS (France) will be deleted from OTC Equity effective March 25, 2025, due to Acquisition /Merger /Amalgamation. Duyuru • Mar 21
Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares Index Exclusive Networks SA has been dropped from the CAC All Share Index Duyuru • Mar 07
Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Index Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Index Duyuru • Nov 22
Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive.
Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024. Reported Earnings • Jul 25
First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023) First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €21.75, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.39 per share. Duyuru • Apr 30
Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024 Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency. Duyuru • Apr 14
Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024 Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024 Duyuru • Mar 30
Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited. Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024. Valuation Update With 7 Day Price Move • Mar 20
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €21.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €40.18 per share. Buy Or Sell Opportunity • Mar 07
Now 20% undervalued Over the last 90 days, the stock has risen 3.2% to €18.32. The fair value is estimated to be €22.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period. Reported Earnings • Mar 01
Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022) Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the IT industry in Germany. Duyuru • Mar 01
Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024 Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024 Buy Or Sell Opportunity • Feb 05
Now 20% undervalued Over the last 90 days, the stock has risen 13% to €18.66. The fair value is estimated to be €23.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 76% in the next 2 years. Reported Earnings • Aug 04
First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022) First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Duyuru • Aug 03
Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023 Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million. Duyuru • Jun 09
Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023 Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year. Board Change • May 29
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Duyuru • May 12
Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023 Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023 Duyuru • May 04
Exclusive Networks Sa Announces the Sales Guidance for 2023 Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million. Reported Earnings • Mar 01
Full year 2022 earnings released: EPS: €0.40 (vs €0.15 loss in FY 2021) Full year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany. Buying Opportunity • Feb 17
Now 20% undervalued Over the last 90 days, the stock is up 20%. The fair value is estimated to be €25.52, 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 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period. Duyuru • Feb 04
Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023 Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023 Duyuru • Nov 09
Exclusive Networks SA, Annual General Meeting, Jun 08, 2023 Exclusive Networks SA, Annual General Meeting, Jun 08, 2023. Reported Earnings • Sep 15
First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021) First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Breakeven Date Change • Feb 21
Forecast to breakeven in 2022 The 5 analysts covering Exclusive Networks expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €39.5m in 2022. Average annual earnings growth of 52% is required to achieve expected profit on schedule. Buying Opportunity • Jan 22
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 20%. The fair value is estimated to be €20.08, 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 year. Earnings per share has declined by 128% over the last year. Breakeven Date Change • Dec 09
Forecast breakeven date moved forward to 2021 The 5 analysts covering Exclusive Networks previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of €718.0k in 2021. Earnings growth of 51% is required to achieve expected profit on schedule. Board Change • Oct 05
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.