reports
- Guy Sips
- Michiel Declercq
- Wim Hoste
Local Champions Mid Cap Conference Book 11.12.2025
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 11 December 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | DEME | EVS | IBA | JENSEN GROUP | MATERIALISE | ONTEX | PROXIMUS | RECTICEL | XFAB
- Guy Sips
- Jacob Mekhael
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
Jensen-Group Recent slowdown in order intake but on track to deliver a...
We updated our model (new € 67.5 Target Price (from €62) after Jensen-Group's 3Q25 revenues came in at a very nice € 134.9m compared to € 107.5m in 3Q24, resulting in a 19% y/y higher 9M25 sales of € 398.0m. We maintain our Accumulate rating. We incorporated in our updated model that Jensen-Group highlighted that after very solid results in the first nine months, they remain on track to deliver a record year with an expected FY25 EBIT range € 66m and € 71m (KBCSe from 64.9m to € 69m). On the ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Lewi
- Guy Sips
Jensen-Group Further enhancing its market position after an exceptiona...
We updated our model (New € 62 Target Price, Accumulate rating) after Jensen-Group's exceptional 1H25. Jensen-Group highlighted in its outlook statement it is aiming for 2H25, without giving exact numbers, to hold firm to its strategic course : driving customer centricity and sustainable innovation while further enhancing the optimization and digitalization of business processes and applications. We incorporated in our updated model Jensen-Group's targeted investments in expanding production c...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Guy Sips
Jensen-Group A good start of 2025 and aiming to stay on course
1Q25 order intake for Jensen-Group came in at €137.5m (+20% y/y) and 1Q25 revenues increased y/y 17% to a very nice €127.5m (KBCSe € 120.5m). 1Q EBIT was €16.6m (KBCSe €13.5m), compared to €11.2m in 1Q24, resulting in a very impressive 1Q25 EBIT margin of 13% (KBCSe 11.2%) compared to 10.3% in 1Q24. The 1Q25 net result amounted to €14.7m (KBCSe €10.8m) compared to €11.1m in 1Q24 or 1Q25 EPS of €1.55, y/y +34% as 1Q24 EPS was €1.15. We updated our model and as a result we increase our TP from €51...
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
Jensen-Group All-time high FY24 revenues forms a strong basis for FY25
In FY24, Jensen-Group achieved remarkable milestones, establishing new standards in both operational and financial performance. We maintain our Accumulate rating and have slightly increased our Target Price from €50 to €51.5, in line with our updated DCF, as we believe Jensen-Group can continue its consistent growth trajectory.
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Wim Hoste
Local Champions Midcap Conference Book 12.12.2024
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 12 December 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | EKOPAK | EVS | GREENYARD | IBA | JENSEN | ONTEX | RECTICEL | VAN DE VELDE | WHAT'S COOKING? | XFAB
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Guy Sips
- Guy Sips
Jensen-Group FIRST LOOK : A good start to 2024
Jensen-Group 1Q24 revenues were up y/y 11.6% to € 109.1m. The 1Q24 order intake increased y/y 34.4% to €114.9m. As a result Jensen-Group called this “a good start to 2024”. 1Q24 EBIT came in at € 11.2m (€ 11.4m in 1Q23) resulting in 10.3% 1Q24 EBIT-margin (11.7% in 1Q23). 1Q24 net result amounted to € 11.1m (€ 1.15 EPS). We maintain for the moment our Accumulate rating and € 40 Target Price as these numbers are ahead of our FY24 forecasts of 8.8% FY24E sales growth and 9.5% FY24E EBIT-margin. ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Vranken
- Wim Hoste
- Wim Lewi
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