Duyuru • Apr 07
Imerys S.A., Annual General Meeting, May 12, 2026 Imerys S.A., Annual General Meeting, May 12, 2026. Location: 3 quai de grenelle, paris France Duyuru • Feb 21
Imerys S.A. announces Annual dividend, payable on May 22, 2026 Imerys S.A. announced Annual dividend of EUR 0.7500 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026. Duyuru • Jul 30
Imerys S.A. to Report Fiscal Year 2025 Results on Feb 19, 2026 Imerys S.A. announced that they will report fiscal year 2025 results on Feb 19, 2026 Duyuru • Apr 05
Imerys S.A., Annual General Meeting, May 13, 2025 Imerys S.A., Annual General Meeting, May 13, 2025. Location: new cap event center, 3 quai de grenelle, paris France Duyuru • Feb 25
Imerys S.A. announces Annual dividend, payable on May 22, 2025 Imerys S.A. announced Annual dividend of EUR 1.4500 per share payable on May 22, 2025, ex-date on May 20, 2025 and record date on May 21, 2025. Upcoming Dividend • May 14
Upcoming dividend of €1.35 per share Eligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (4.0%). Reported Earnings • May 04
First quarter 2024 earnings released First quarter 2024 results: EPS: €0.82. Revenue: €926.0m (down 7.1% from 1Q 2023). Net income: €69.0m (up 11% from 1Q 2023). Profit margin: 7.5% (up from 6.2% in 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Duyuru • Mar 30
Imerys Enters into Exclusive Negotiations for the Sale of its Assets Serving the Paper Market Imerys S.A. (ENXTPA:NK) announced that it has entered into exclusive negotiations with Flacks Group for the contemplated divestment of its assets serving the paper market. The completion of the contemplated transaction is subject to the fulfillment of customary conditions for this type of transactions, including regulatory approvals and relevant work council consultations. The transaction is expected to be completed in the course of 2024. These activities are operated by approximately 900 employees in 24 plants in the Americas and Asia, as well as certain locations in Europe. Duyuru • Feb 01
Mytilineos S.A. (ATSE:MYTIL) acquired IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK). Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million on September 5, 2023. The consideration of €10 million will be paid Upon completion of the transaction. With this agreement, M Metals is significantly strengthened, as the bauxite production capacity of the mining activity already available to MYTILINEOS through DelphiDistomon, whose annual production amounts to 570,000 tons of bauxite, is increased. The Transaction is subject to approval from the Hellenic Competition Commission.Mytilineos S.A. (ATSE:MYTIL) completed the acquisition of IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) on February 1, 2024. Duyuru • Oct 31
Imerys S.A. to Report Fiscal Year 2023 Results on Feb 21, 2024 Imerys S.A. announced that they will report fiscal year 2023 results on Feb 21, 2024 Board Change • Sep 20
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Duyuru • Sep 05
Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million. Mytilineos S.A. (ATSE:MYTIL) signed an agreement to acquire IMERYS Greece Bauxite from Imerys S.A. (ENXTPA:NK) for €10 million on September 5, 2023. The consideration of €10 million will be paid Upon completion of the transaction. With this agreement, M Metals is significantly strengthened, as the bauxite production capacity of the mining activity already available to MYTILINEOS through DelphiDistomon, whose annual production amounts to 570,000 tons of bauxite, is increased. The Transaction is subject to approval from the Hellenic Competition Commission. Duyuru • Aug 31
Mytilineos is in Advanced Negotiations to Acquire Imerys Bauxite Greece Mytilineos S.A. (ATSE:MYTIL) said it is in advanced negotiations with Imerys S.A. (ENXTPA:NK) about the acquisition of Imerys Bauxite Greece. The company said negotiations have not yet been concluded. Board Change • Aug 17
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jul 07
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 09
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • May 08
Upcoming dividend of €3.85 per share at 4.3% yield Eligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.9%). Reported Earnings • May 04
First quarter 2023 earnings released: EPS: €0.73 (vs €0.86 in 1Q 2022) First quarter 2023 results: EPS: €0.73 (down from €0.86 in 1Q 2022). Revenue: €997.0m (down 18% from 1Q 2022). Net income: €62.0m (down 15% from 1Q 2022). Profit margin: 6.2% (up from 6.0% in 1Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Board Change • May 03
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Apr 07
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 21
Full year 2022 earnings released: EPS: €1.89 (vs €2.84 in FY 2021) Full year 2022 results: EPS: €1.89 (down from €2.84 in FY 2021). Revenue: €4.28b (down 2.3% from FY 2021). Net income: €159.9m (down 33% from FY 2021). Profit margin: 3.7% (down from 5.5% in FY 2021). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in the United Kingdom are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Board Change • Feb 04
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Duyuru • Feb 02
Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million. Platinum Equity, LLC acquired High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) in a transaction valued at approximately €930 million on January 31, 2023. As of December 31, 2022, High Temperature Solutions generated revenues of €981 million and has 36 industrial sites in 16 countries. Kirkland & Ellis LLP and Willkie Farr & Gallagher LLP provided legal counsel to Platinum Equity on the transaction.
Platinum Equity, LLC completed the acquisition of High Temperature Solutions Business of Imerys S.A. from Imerys S.A. (ENXTPA:NK) on January 31, 2023. Board Change • Nov 16
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Duyuru • Nov 03
Imerys S.A. to Report Fiscal Year 2022 Results on Feb 16, 2023 Imerys S.A. announced that they will report fiscal year 2022 results on Feb 16, 2023 Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment improved over the past week After last week's 16% share price gain to €34.58, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Basic Materials industry in the United Kingdom. Total returns to shareholders of 9.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.98 per share. Board Change • Sep 30
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Aug 30
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jul 15
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 10
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Bernard-Pierre Delpit was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 12
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 14
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 20
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Employee Representative Director Dominique Morin was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 28
Second quarter 2021 earnings released: EPS €0.82 (vs €0.16 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.10b (up 26% from 2Q 2020). Net income: €69.8m (up 454% from 2Q 2020). Profit margin: 6.3% (up from 1.4% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Upcoming Dividend • May 06
Upcoming dividend of €1.15 per share Eligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%). Reported Earnings • May 02
First quarter 2021 earnings released: EPS €0.85 (vs €0.56 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.06b (up 2.9% from 1Q 2020). Net income: €72.0m (up 64% from 1Q 2020). Profit margin: 6.8% (up from 4.3% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year. Is New 90 Day High Low • Mar 01
New 90-day high: €43.72 The company is up 23% from its price of €35.56 on 01 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.94 per share. Reported Earnings • Feb 20
Full year 2020 earnings released: EPS €0.37 (vs €1.53 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.80b (down 13% from FY 2019). Net income: €30.1m (down 75% from FY 2019). Profit margin: 0.8% (down from 2.8% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 20
Revenue beats expectations Revenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 8.0%, compared to a 6.0% growth forecast for the Basic Materials industry in the United Kingdom. Is New 90 Day High Low • Dec 23
New 90-day high: €38.14 The company is up 22% from its price of €31.32 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.78 per share. Is New 90 Day High Low • Dec 01
New 90-day high: €35.56 The company is up 4.0% from its price of €34.14 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.63 per share.