Canlı Haberler • May 12
ID Logistics Expands US HazMat Network With First Virginia Facility for Regulated Products ID Logistics has signed a lease for a new hazardous materials distribution facility in Henrico, Virginia, marking its first operation in that state.
The site is a greenfield development focused on HazMat storage and distribution for regulated retail and direct-to-consumer products.
This will be the company’s third HazMat-focused logistics site in the US, expanding its specialized network in complex, regulated supply chains.
This expansion points to management placing more emphasis on higher-complexity logistics services. That can deepen customer relationships in sectors where compliance and safety are critical.
Investors may want to watch how quickly this Virginia facility ramps up and how HazMat-focused operations contribute to mix, margin profile and contract durations over time. Duyuru • May 01
ID Logistics Group SA, Annual General Meeting, Jun 03, 2026 ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France Reported Earnings • Apr 30
Full year 2025 earnings released Full year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe. Reported Earnings • Mar 12
Full year 2025 earnings released Full year 2025 results: Revenue: €3.74b (up 14% from FY 2024). Net income: €63.3m (up 20% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Duyuru • Jan 26
ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026 ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026 New Risk • Aug 28
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Aug 28
Now 20% overvalued Over the last 90 days, the stock has fallen 1.5% to €413. The fair value is estimated to be €344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 52% in the next 2 years. Duyuru • Jul 23
ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025 ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025 Duyuru • May 01
ID Logistics Group SA, Annual General Meeting, Jun 03, 2025 ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France Reported Earnings • Apr 30
Full year 2024 earnings released: EPS: €8.40 (vs €8.77 in FY 2023) Full year 2024 results: EPS: €8.40. Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Logistics industry in Europe. Duyuru • Apr 23
ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025 ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025 Price Target Changed • Mar 17
Price target increased by 7.8% to €469 Up from €435, the current price target is an average from 6 analysts. New target price is 27% above last closing price of €369. Stock is up 11% over the past year. Reported Earnings • Mar 13
Full year 2024 earnings released Full year 2024 results: Revenue: €3.27b (up 19% from FY 2023). Net income: €52.8m (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Logistics industry in Europe. Duyuru • Jan 28
ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025 ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025 New Risk • Sep 19
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Duyuru • Sep 07
ID Logistics Group SA announced that it expects to receive €135 million in funding ID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024. Major Estimate Revision • Sep 04
Consensus EPS estimates fall by 11% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €10.15 to €9.04. Revenue forecast unchanged from €3.16b at last update. Net income forecast to grow 19% next year vs 19% growth forecast for Logistics industry in France. Consensus price target of €437 unchanged from last update. Share price fell 10% to €403 over the past week. Reported Earnings • Aug 30
First half 2024 earnings released First half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Price Target Changed • Aug 05
Price target increased by 7.1% to €431 Up from €403, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €428. Stock is up 72% over the past year. The company is forecast to post earnings per share of €10.33 for next year compared to €8.77 last year. Price Target Changed • Jul 24
Price target increased by 7.3% to €426 Up from €397, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €437. Stock is up 70% over the past year. The company is forecast to post earnings per share of €10.05 for next year compared to €8.77 last year. Buy Or Sell Opportunity • Jun 04
Now 21% undervalued Over the last 90 days, the stock has risen 19% to €396. The fair value is estimated to be €503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Reported Earnings • Apr 26
Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022) Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 14
Full year 2023 earnings released Full year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Duyuru • Jan 25
ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024 ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024 Reported Earnings • Aug 31
First half 2023 earnings released First half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Duyuru • Jul 26
ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023 ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023 New Risk • Jul 25
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Duyuru • Jun 01
ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others. ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA
ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023. Board Change • Mar 22
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Mar 16
Full year 2022 earnings released Full year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe. Duyuru • Jan 28
ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023 ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 03
First half 2022 earnings released First half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.3% decline forecast for the Logistics industry in France. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 17
Full year 2021 earnings: Revenues exceed analyst expectations Full year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in France. Price Target Changed • Feb 17
Price target increased to €412 Up from €378, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €334. Stock is up 47% over the past year. The company is forecast to post earnings per share of €6.44 for next year compared to €4.47 last year. Price Target Changed • Feb 15
Price target increased to €401 Up from €375, the current price target is an average from 4 analysts. New target price is 13% above last closing price of €354. Stock is up 52% over the past year. The company is forecast to post earnings per share of €6.51 for next year compared to €4.47 last year. Price Target Changed • Oct 29
Price target increased to €342 Up from €316, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €318. Stock is up 59% over the past year. The company is forecast to post earnings per share of €6.13 for next year compared to €4.47 last year. Reported Earnings • Aug 27
First half 2021 earnings released The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue. Price Target Changed • Aug 26
Price target increased to €297 Up from €267, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €310. Stock is up 62% over the past year. Executive Departure • Jun 07
Independent Director Muriel Mayette-Holtz has left the company On the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years. Executive Departure • Jun 07
Independent Director Michele Cyna has left the company On the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years. Price Target Changed • Mar 26
Price target increased to €257 Up from €235, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of €234. Stock is up 46% over the past year. Reported Earnings • Mar 20
Full year 2020 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue. Price Target Changed • Jan 27
Price target raised to €235 Up from €196, the current price target is an average from 4 analysts. The new target price is close to the current share price of €240. As of last close, the stock is up 39% over the past year. Is New 90 Day High Low • Jan 07
New 90-day high: €231 The company is up 25% from its price of €185 on 09 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share. Is New 90 Day High Low • Dec 16
New 90-day high: €214 The company is up 20% from its price of €179 on 16 September 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €397 per share. Is New 90 Day High Low • Oct 24
New 90-day high: €206 The company is up 14% from its price of €181 on 24 July 2020. The French market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €351 per share. Is New 90 Day High Low • Sep 22
New 90-day low: €169 The company is down 7.0% from its price of €181 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €317 per share.