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Kristof Samoy
  • Kristof Samoy

NX Filtration FIRST LOOK: 1H25 below expectations but FY25 guidance re...

1H25 revenues landed at €6.5m growing 12% y/y (26% h/h) below our €8mE. Gross margins kept up well at a high 60%. Ongoing cost efficiencies show off with FTE's down to 154 vs. 169 at year end. EBITDA stood at €-8.2m (vs. €-6.4m in 1H24 and our €-6.9mE). Guidance remained unchanged calling for FY25 revenues to grow in the 50-70% range. We are currently at the mid point of this range. In order to reach this forecast, 2H25 revenues should grow >115% y/y and >70% sequentially (h/h). We remain cautio...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: 1H leads to increase in 2025 net result guidance, but also FCF. IMCD: Material acquisition in Italy. Kendrion: Unlocking value, sells Chinese business at high multiple. Retail Estates: Limited impact of Leen Bakker judicial reorganization

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXF...

: AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXFIL NA, IMCD NA

 PRESS RELEASE

The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, s...

The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, stable Digital Print & Chemicals performance – further decline in medical film                                         Regulated information August 27, 2025 - 7:45 a.m. CET        The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, stable Digital Print & Chemicals performance – further decline in medical film Group performance: Strong HealthCare IT performance and stable Digital Print & Chemicals performance not sufficiently offsetting the continued fast decline in medical filmAdjusted EBITDA decreased...

 PRESS RELEASE

De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestati...

De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestatie HealthCare IT, stabiele prestatie Digital Print & Chemicals – verdere achteruitgang medische film                                                         Gereglementeerde informatie 27 augustus 2025 - 7:45 uur CET                De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestatie HealthCare IT, stabiele prestatie Digital Print & Chemicals – verdere achteruitgang medische film Groepsprestatie: Sterke prestatie van HealthCare IT en stabiele prestatie van Digital Print & Chemicals volstaan niet om de ...

 PRESS RELEASE

Ageas reports first half-year results 2025

Ageas reports first half-year results 2025 Strong results and positive outlook enable upward target revision INFLOWS   NETOPERATINGRESULT   OPERATIONAL CAPITALGENERATION   EXPECTED 2025 CASH UPSTREAM EUR 10.5 billion   EUR 734 million   EUR 1.1 billion   EUR 940 million +4 % vs H1 2024   +20 % vs H1 2024   -10 % vs H1 2024   +17 % vs 2024   “I am pleased to share our outstanding first-half 2025 results, which we achieved thanks to the incredible dedication of the entire Ageas team, our valued partners, and the unwavering trust ...

 PRESS RELEASE

Ageas publie ses résultats du premier semestre 2025

Ageas publie ses résultats du premier semestre 2025 Résultats solides et perspectives positives permettent de réviser les objectifs à la hausse ENCAISSEMENTS   RÉSULTATOPÉRATIONNELNET   GÉNÉRATION DE CAPITAL OPÉRATIONNEL   TRÉSORERIE EN AMONT PRÉVUE POUR 2025 EUR 10,5 milliards   EUR 734 millions   EUR 1,1 milliards   EUR 940 millions +4% vs S1 2024   +20% vs S1 2024   -10% vs S1 2024   +17% vs S1 2024 « Je suis heureux de partager nos excellents résultats du premier semestre 2025, que nous avons obtenus grâce à l’incroyable dévouement de toute l’équipe d’Ageas, de nos...

 PRESS RELEASE

Ageas rapporteert resultaten over het eerste halfjaar 2025

Ageas rapporteert resultaten over het eerste halfjaar 2025 Sterk resultaat en positieve vooruitzichten maken opwaartse bijstelling van doelstellingen mogelijk PREMIE INKOMEN   NETTOOPERATIONEELRESULTAAT   GEGENEREERD OPERATIONEELKAPITAAL   VERWACHTECASH OPSTROMING2025 EUR 10,5 miljard   EUR 734 miljoen   EUR 1,1 miljard   EUR 940 miljoen +4% vs H1 2024   +20% vs H1 2024   -10% vs H1 2024   +17% vs H1 2024 “Met trots deel ik onze uitstekende resultaten over het eerste halfjaar van 2025, gerealiseerd dankzij de ongelooflijke inzet van het volledige Ageas-team, onze gewaa...

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
 PRESS RELEASE

Ageas completes its 2024-2025 share buy-back programme

Ageas completes its 2024-2025 share buy-back programme Ageas completes its 2024-2025 share buy-back programme On Thursday 31 July 2025, Ageas completed the share buy-back programme it announced on 28 August 2024. Between 16 September 2024 and 31 July 2025, Ageas has bought back 3,910,230 shares corresponding to 1.97 % of the total shares outstanding and totalling EUR 200 million (rounded). Together with other treasury shares held by Ageas, the total number of shares now owned amounts to 4.13 % of shares issued. The overview of the completed share buy-back programme is available on our ....

 PRESS RELEASE

Ageas achève son programme de rachat d’actions 2024-2025

Ageas achève son programme de rachat d’actions 2024-2025 Ageas achève son programme de rachat d’actions 2024-2025 Ageas a achevé, le jeudi 31 juillet 2025, le programme de rachat d’actions annoncé le 28 août 2024. Entre le 16 septembre 2024 et le 31 juillet 2025, Ageas a procédé au rachat de 3.910.230 actions, représentant 1,97% du total des actions en circulation et un montant total arrondi d’EUR 200 millions. En ce compris les autres actions déjà détenues par Ageas, le montant total des actions désormais détenues par Ageas s’élève à 4,13% des actions émises. Le récapitulatif relatif a...

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