reports
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Wim Hoste
Bekaert FIRST LOOK: 1Q sales -3%, slightly lowering FY uEBIT margin gu...
Bekaert saw 1Q sales decline by 3% which was in line with consensus and 1% better than our forecast. Bekaert reiterated FY25 guidance calling for flat sales while it slightly lowered uEBIT margin guidance from ‘at least flat' to ‘stable', with our and consensus forecasts at respectively +0.3pp and +0.1pp. The gradually improving portfolio profile, very compelling valuation (EV/EBITDA25e of 3.9x) and ongoing support from the €200m share buyback program prompt us to maintain our BUY rating and € 5...
Bekaert - Update on the Share Buyback Program
Bekaert - Update on the Share Buyback Program Bekaert announces the next tranche of its Share Buyback Program Bekaert announces today that it will start the next tranche of its buyback program on 16 May 2025, for a total consideration of up to € 25 million. It is intended that, subject to market conditions, this tranche will be completed prior to the release of the H1 trading update, scheduled for 31 July 2025. During this period, Bekaert will regularly publish press releases with updates on the progress made, as required by law. This information will also be available on the of our websi...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen Bekaert kondigt de volgende tranche aan van het inkoopprogramma van eigen aandelen Bekaert kondigt vandaag aan dat het op 16 mei 2025 zal beginnen met de volgende tranche van het inkoopprogramma van eigen aandelen, voor een totaalbedrag van maximaal € 25 miljoen. Het is de bedoeling dat, afhankelijk van de marktomstandigheden, deze tranche zal worden voltooid voor de publicatie van de halfjaarresultaten op 31 juli 2025. Tijdens deze periode, zal Bekaert regelmatig persberichten publiceren met updates over de geboekte vooruitgang...
Bekaert - Trading update for the first three months of 2025
Bekaert - Trading update for the first three months of 2025 Trading update for the first three months of 2025 Navigating challenging markets successfully Financial highlights Q1 2025 consolidated sales of € 991 million (-3% vs Q1 2024) driven by: Like for like volumes were down -1% (€ -12 million)Price-mix reduced sales by -1% (€ -11 million)Pricing impact from the pass-through of lower input costs was -2% (€ -23 million) Portfolio change
Bekaert - Activiteitenverslag eerste drie maanden van 2025
Bekaert - Activiteitenverslag eerste drie maanden van 2025 Activiteitenverslag eerste drie maanden van 2025 Bekaert speelt succesvol in op uitdagende markten Financiële hoofdpunten Geconsolideerde omzet in K1 van 2025 van € 991 miljoen (-3% t.o.v. K1 2024) door: Daling van de volumes op vergelijkbare basis met -1% (€ -12 miljoen)-1% lagere omzet als gevolg van prijs-mix (€ -11 miljoen)-2% prijseffect van het doorrekenen van lagere grondstofkosten (€ -23 miljoen)
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- ING Helpdesk
Benelux Morning Notes
Alfen: Dead cat bounce? Ayvens: Overhang cure. Belgian telcos: Hey! discontinues €5 offer, OBEL price increases from June 2025. B&S Group: Pulls FY EBITDA guidance in light of tariffs. D'Ieteren: CMD, 1Q25 Preview. Kendrion: Wrestling through difficult macro conditions. NN Group, ASR: Vote on Dutch pension reforms postponed. TKH Group: Not that bad, good progress at Eemshaven. UCB: US Most Favoured Nation initiative back on the agenda. Vastned: Good results, integration ongoing...
- Jacob Mekhael
- Kristof Samoy
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Martijn Den Drijver
Aalberts reports the progress of its share buyback programme 05 May – ...
Aalberts reports the progress of its share buyback programme 05 May – 09 May 2025 Aalberts today reports that it has repurchased 141,063 of its own shares in the period from 05 May 2025, up to and including 09 May 2025, for an amount of EUR 4,056,005.58, so at an average share price of EUR 28.75. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled following repurchase. Up...
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Aedifica, Cofinimmo: Aedifica CMD feedback bpost: 1Q25 results beat strongly, outlook surprises Brunel: 1Q25 results disappoint on perm, weak revenue Cofinimmo, Aedifica: Negative reaction on Aedifica offer Eurocommercial Properties: Good with no surprise Montea: Good results, guidance reconfirmed Proximus: Small 1Q beat, guidance reiterated, soft commercial performance Sif Group: The jury is still out Talabat: Preview 1Q25 Universal Music Group: Peer Warner Music slowdown in streaming and prof...
GBLB GROUPE BRUXELLES LAMBERT SA
PNL POSTNL NV
COFB COFINIMMO SA
MONT MONTEA SCA
AED AEDIFICA SA
AALB AALBERTS N.V.
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
VGP VGP NV
SIFG SIF HOLDING NV
UMG UNIVERSAL MUSIC GROUP NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
TALABAT TALABAT HOLDING PLC
Bekaert - Update on the Share Buyback Program and Liquidity Agreement
Bekaert - Update on the Share Buyback Program and Liquidity Agreement Update on the Share Buyback Program and the Liquidity Agreement Period from 1 May 2025 to 7 May 2025 Update on the Share Buyback ProgramBekaert announces today that it has completed the second tranche of its € 200 million share buyback program. During the tranche, which started on 28 February 2025 and ended on 7 May 2025, the company repurchased 703 937 ordinary shares for an aggregate consideration of € 24 million. Bekaert announces today that during the period from 1 May 2025 to 7 May 2025, Kepler Cheuvreux SA on be...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen en Liquid...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen en Liquiditeitsovereenkomst Update over het Inkoopprogramma van Eigen Aandelen en de Liquiditeitsovereenkomst Periode van 1 mei 2025 tot 7 mei 2025 Update over het Inkoopprogramma van Eigen AandelenVandaag kondigt Bekaert aan dat het de tweede tranche heeft voltooid van het inkoopprogramma van eigen aandelen van € 200 miljoen. Tijdens deze tranche, die begon op 28 februari 2025 en eindigde op 7 mei 2025, heeft het bedrijf 703 937 aandelen teruggekocht voor een totaalbedrag van € 24 miljoen. Bekaert kondigt vandaag aan dat ged...
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