Repsol, S.A.

BME:REP Stok Raporu

Piyasa değeri: €24.9b

Repsol Yönetim

Yönetim kriter kontrolleri 3/4

Repsol CEO'su Josu Imaz San Miguel, Apr2014 tarihinde atandı, in görev süresi 12.08 yıldır. in toplam yıllık tazminatı € 5.05M olup, şirket hissesi ve opsiyonları dahil olmak üzere 28.8% maaş ve 71.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.074% ine doğrudan sahiptir ve bu hisseler € 18.29M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 8.5 yıldır.

Anahtar bilgiler

Josu Imaz San Miguel

İcra Kurulu Başkanı

€5.0m

Toplam tazminat

CEO maaş yüzdesi28.76%
CEO görev süresi12.1yrs
CEO sahipliği0.07%
Yönetim ortalama görev süresi4.3yrs
Yönetim Kurulu ortalama görev süresi8.5yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi May 01

Upgrade: Analysts Just Made A Massive Increase To Their Repsol, S.A. (BME:REP) Forecasts

Celebrations may be in order for Repsol, S.A. ( BME:REP ) shareholders, with the analysts delivering a significant...
Anlatı Güncellemesi Apr 30

REP: Venezuelan Deals And Mixed Ratings Will Shape Fairly Valued Shares

The analyst fair value estimate for Repsol has increased to €24.03 from €19.92, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations following a wave of recent target changes and rating shifts across major banks. Analyst Commentary Recent research on Repsol shows a mix of optimism and caution, with several firms adjusting price targets and ratings in quick succession.
Anlatı Güncellemesi Apr 15

REP: Venezuela Exposure Will Drive Future Cash Flow And Margin Downside Risk

The analyst price target for Repsol has been adjusted higher to €13.61 from €13.30, with analysts citing updated price targets across the broker community, along with small shifts in the discount rate, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Repsol shows a mix of upgrades and downgrades, with price targets being moved both higher and lower.
Anlatı Güncellemesi Apr 01

REP: Venezuela Exposure And Refining Uncertainty Will Drive Future Downside Risk

Analysts have lifted the average price target for Repsol by several euros into the high teens to low €20s range, pointing to updated models that reflect lower discount rates, modestly higher revenue growth assumptions, and supportive sector research on refining margins and valuation for integrated energy names. Analyst Commentary Recent research has pulled Repsol into sharper focus, with several major banks updating ratings and targets as they refresh models and sector views.
Anlatı Güncellemesi Mar 18

REP: Venezuelan Exposure Will Tighten Future Risk Profile For Richly Priced Shares

Repsol's analyst fair value has increased from €17.42 to €19.92 as analysts highlight higher price targets across the Street, citing sustained refining margins, stronger free cash flow and broad valuation support for integrated energy names. Analyst Commentary Recent research points to a clear reset in expectations for Repsol, with several firms lifting price targets into a €18 to €25 range and reassessing ratings as their models are updated and sector views evolve.
Anlatı Güncellemesi Mar 04

REP: Venezuela Exposure Will Shape Future Risk Profile For Overvalued Shares

Analysts have nudged their price expectations for Repsol higher, with the updated fair value estimate moving from about €16.45 to roughly €17.42. This adjustment is supported by recent target increases from several banks highlighting valuation support for integrated energy names.
Anlatı Güncellemesi Feb 18

REP: Venezuela Exposure And Upstream Optionality Will Drive Future Repricing

Analysts have trimmed their average price target on Repsol to €19 from €20, citing a slightly lower assumed discount rate and P/E, along with updated views on revenue growth and profitability. Analyst Commentary Recent research has highlighted a mix of caution and optimism around Repsol, with some high profile houses adjusting their views in different directions.
Anlatı Güncellemesi Feb 03

REP: Upstream Liquidity Event And Reverse Merger Optionality Will Drive Repricing

Analysts have lifted their fair value estimate for Repsol to €20.00 from €17.73, reflecting updated assumptions on discount rate, revenue growth, margins and future P/E, even as recent research has included both downgrades and an upgrade following model roll forwards. Analyst Commentary Street research on Repsol has been mixed in recent weeks, with several downgrades from large banks including JPMorgan and RBC Capital alongside at least one upgrade and higher price targets from bullish analysts.
Anlatı Güncellemesi Jan 20

REP: Upstream Reverse Merger Talks Will Drive Future Downside Risk

Analysts have lifted their price expectations for Repsol, with our fair value estimate moving from €11.00 to €13.30. This reflects recent target raises to €16 and €19, as well as updated views on valuation, discount rates and longer term earnings multiples.
Anlatı Güncellemesi Jan 06

REP: Upstream Merger Options And Refining Margin Risks Will Shape Outlook

Analysts have made a very small trim to their fair value estimate for Repsol to about €16.45. Recent Street research highlights a mix of more cautious views on refining margins and interest around potential corporate actions, which supported an increase in one published price target to €16 from €15.
Anlatı Güncellemesi Dec 19

REP: Upstream Merger Talks And Refining Margins Will Shape Future Narrative

Analysts have nudged their blended price target for Repsol modestly higher to about EUR 16.45 from roughly EUR 16.20, reflecting slightly stronger long term revenue growth expectations, a marginally higher fair value estimate, and continued support from recent upward target revisions despite some caution on refining margins. Analyst Commentary Analyst views on Repsol remain mixed, with incremental target hikes balanced by growing concerns around the sustainability of current refining profitability and broader upstream strategy uncertainty.
Anlatı Güncellemesi Dec 05

REP: Upstream Merger Talks And Renewable Fuels Expansion Will Shape Near-Term Outlook

The analyst price target for Repsol has been nudged higher to EUR 16.20 from about EUR 15.98 as analysts factor in modestly stronger long term revenue growth, a slightly higher fair value estimate, and supportive sector views reflected in recent target increases, even as some see limited upside at current valuation levels. Analyst Commentary Street research on Repsol has been mixed, with recent notes highlighting both constructive and more cautious elements around growth prospects, capital allocation, and valuation.
Analiz Makalesi Dec 03

There's Been No Shortage Of Growth Recently For Repsol's (BME:REP) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Anlatı Güncellemesi Nov 20

REP: Potential Upstream Merger And Renewable Projects Will Determine Near-Term Outlook

Analysts have slightly increased their fair value estimate for Repsol to €15.98 from €15.77. They cite a modest outlook adjustment that reflects updated price targets and tempered revenue growth expectations.
Analiz Makalesi Nov 07

Repsol's (BME:REP) Soft Earnings Are Actually Better Than They Appear

The market for Repsol, S.A.'s ( BME:REP ) shares didn't move much after it posted weak earnings recently. We did some...
Anlatı Güncellemesi Nov 06

REP: Future Profit Margins And Renewable Supply Agreements Will Shape Outlook

Analysts have raised their price target for Repsol from €15.27 to €15.77, citing a modest improvement in profit margins and a more favorable industry outlook as the primary drivers for the upward revision. Analyst Commentary Recent street research highlights a mix of optimism and caution among analysts regarding Repsol's outlook and valuation.
Anlatı Güncellemesi Oct 23

Analysts React to Repsol’s Upward Valuation as Renewable Fuel Strategy Gains Momentum

Repsol's fair value estimate has been raised modestly from €15.08 to €15.27 per share. Analysts cite improving profit margins and stronger revenue growth, partially offset by expectations for moderated refining spreads.
Anlatı Güncellemesi Oct 09

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised their price target for Repsol from €14.45 to €15.08. They cite improved revenue growth, higher profit margins, and sector trends favoring companies with strong diesel exposure as key reasons for this change.
Anlatı Güncellemesi Sep 25

Renewable Energy Expansion Will Unlock Future Value

Repsol’s price target was raised to €14.45 as analysts cite improving oil prices, stronger refining margins, and enhanced shareholder returns supporting higher valuations. Analyst Commentary Bullish analysts cite Repsol's strong leverage to diesel markets as a key differentiator, particularly amid a strengthening oil price environment.
Anlatı Güncellemesi Aug 30

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised Repsol’s price target to €14.28, citing strong diesel refining leverage, resilience to higher oil prices, and sector leadership, supporting a more bullish outlook. Analyst Commentary Bullish analysts highlight Repsol’s strong leverage to diesel refining, positioning it as a hedge against rising oil prices.
Analiz Makalesi Aug 18

Why Investors Shouldn't Be Surprised By Repsol, S.A.'s (BME:REP) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Repsol, S.A. ( BME:REP ) is a stock worth checking...
Analiz Makalesi Jun 02

Repsol (BME:REP) Will Pay A Dividend Of €0.405

The board of Repsol, S.A. ( BME:REP ) has announced that it will pay a dividend on the 8th of July, with investors...
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Yeni Anlatı Nov 10

Balancing High-Margin Ambitions Against Shrinking Margins And Geopolitical Risks

Focus on high-margin, lower-emission projects and strategic CapEx management could enhance cash flows, margins, and net earnings.

CEO Tazminat Analizi

Josu Imaz San Miguel'un ücretlendirmesi Repsol'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

€2b

Dec 31 2025€5m€1m

€2b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€673m

Mar 31 2025n/an/a

€1b

Dec 31 2024n/an/a

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€4m€1m

€3b

Sep 30 2023n/an/a

€4b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€4b

Dec 31 2022€4m€1m

€4b

Sep 30 2022n/an/a

€4b

Jun 30 2022n/an/a

€4b

Mar 31 2022n/an/a

€3b

Dec 31 2021€4m€1m

€2b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€367m

Mar 31 2021n/an/a

-€2b

Dec 31 2020€4m€1m

-€3b

Sep 30 2020n/an/a

-€8b

Jun 30 2020n/an/a

-€7b

Mar 31 2020n/an/a

-€5b

Dec 31 2019€4m€1m

-€4b

Tazminat ve Piyasa: Josu 'nin toplam tazminatı ($USD 5.91M ), Spanish pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.33M ).

Tazminat ve Kazançlar: Josu 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Josu Imaz San Miguel (62 yo)

12.1yrs
Görev süresi
€5,048,188
Tazminat

Mr. Josu Jon Imaz San Miguel, Ph D., has been the Chief Executive Officer of Repsol, S.A., since April 30, 2014 and its Executive Director since April 30, 2014. Mr. Imaz San Miguel served as the President...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 18.3m
Antonio Lorenzo Sierra
Executive MD & CFO7.8yrsVeri yokVeri yok
Luis Cabra Duenas
EMD Energy Transitionno dataVeri yokVeri yok
Pablo Bannatyne
Head of Investor Relationsno dataVeri yokVeri yok
Marcos Fraga
Head of Corporate Communication & Brand and Director of Chairman’s Office4.3yrsVeri yokVeri yok
Carmen Pérez
EMD People & Organizationno dataVeri yokVeri yok
Tomas Garcia Blanco
Executive Managing Director & Deputy to the CEO for Special Projectsno dataVeri yokVeri yok
Berta Cabello
Head of Refining Transformationno dataVeri yokVeri yok
Juan Heredero
EMD Industrial Transformation and Circular Economyno dataVeri yokVeri yok
Valero Sastron
Executive Managing Director of Clientno dataVeri yokVeri yok
Francisco Gea del Riquelme
Executive Managing Director of Exploration & Production3.7yrsVeri yokVeri yok
Joao Paulo de Sousa Costeira
Executive Managing Director of Low Carbon Generation3.7yrsVeri yokVeri yok
4.3yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim: REP 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 18.3m
John West
Independent Non-Executive Director11.3yrs€353.19kVeri yok
Henri Philippe Reichstul
Non-Executive Director7.6yrs€353.19k0%
€ 0
Antonio Brufau Niubo
Non-Executive Chairman29.8yrs€1.25m0.056%
€ 13.9m
Manuel Manrique Cecilia
Non-Executive Director13.1yrs€353.19k0.00015%
€ 37.3k
Maria Garcia-Mila Lloveras
Independent Non-Executive Director7yrs€286.97k0.00021%
€ 52.2k
Aurora Sala
Independent External Director5.2yrs€309.04kVeri yok
Ignacio Martin San Vicente
Independent Non-Executive Director8yrs€353.19k0.00074%
€ 184.0k
Isabel Torremocha Ferrezuelo
Independent External Director9yrs€309.04k0.00075%
€ 186.5k
Maria del Ganyet i Cirera
Independent Non-Executive Director8yrs€353.19k0%
€ 0
Arantza Estefania Larranaga
Independent Non-Executive Director7yrs€242.82kVeri yok
Mariano Marzo Carpio
Lead Independent Director9yrs€331.11kVeri yok
8.5yrs
Ortalama Görev Süresi
70yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: REP 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.5 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 11:03
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Repsol, S.A. 50 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Virginia RomeroBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Alejandro VigilBanco Santander