EQS-News: PVA TePla AG / Schlagwort(e): Hauptversammlung Verschiebung der ordentlichen Hauptversammlung 21.06.2024 / 16:48 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Verschiebung der ordentlichen Hauptversammlung Die PVA TePla AG verschiebt ihre für den 26. Juni 2024 geplante ordentliche Hauptversammlung auf einen späteren Zeitpunkt. Der Aufsichtsrat hatte zum Jahreswechsel 2023/2024 einen Prozess zur Neubesetzung des Aufsichtsrates mit Hilfe externer Personalberater eingeleitet. Infolge dessen wurde der aktuelle Wahlvorschlag f...
EQS-News: PVA TePla AG / Key word(s): AGM/EGM Postponement of the Annual General Meeting 21.06.2024 / 16:48 CET/CEST The issuer is solely responsible for the content of this announcement. Postponement of the Annual General Meeting PVA TePla AG is postponing its Annual General Meeting scheduled for June 26, 2024 to a later date. At the turn of the year 2023/2024, the Supervisory Board had initiated a process to replace the Supervisory Board with the help of external advisory consultants. As a result, the current election proposal was submitted for a two-year term (legall...
>Feedback from the 12 companies present on day one - Our 13th edition of the ODDO BHF Nextcap Forum takes place on June 4 and 5 in Paris, and on June 6 virtually. Following the first day, which took place yesterday at our Paris office with around a dozen companies in attendance, we publish hereafter feedback for each of the companies covered:ArcureCarbiosEkinopsEskerEUROAPIForsee PowerPullup EntertainmentPVA TeplaRoche Bobo...
Feedback de 12 sociétés présentes le 1er jour - >Notre 13ème édition du ODDO BHF Nextcap Forum a lieu les 4 et 5 juin en physique à Paris et le 6 juin en virtuel. Suite à la première journée qui a eu lieu hier dans nos locaux avec une douzaine de sociétés présentes, nous publions ci-après un feedback pour chacune des sociétés couvertes. - Arcure - Carbios - Ekinops - Esker - EUROAPI - Forsee Power - Pullup Entertainment - PVA Tepla - Roche Bobois - Séché Environnement - Thermador Groupe - Waga E...
PVA TePla (PVA) hosted its first capital markets day last week. As expected, it was a deep dive into the company’s activities and explained the underpinning of the mid-term (FY28) target of doubling revenues to c €500m, which PVA communicated in March. Organic growth, partly driven by capex of up to €60m with a peak in 2024 or 2025, and M&A are the means to reach the new target. The strategy will be supported by a new financing package, which gives the company more firepower if it wants to make ...
Growth momentum remains solid, and the publication of Q1 sales bodes well for the future (12.5% organic growth, including 27% for Aerospace). Margins are set to pick up in 2024 (by an estimated 110bp), with the underlying operating profit expected to jump 33%. With good visibility for Aerospace, medium-term potential for Automotive and profitable growth for Medical, we estimate the potential for margin improvement at no less than 500bp in the medium term. We are raising our underlying...
La dynamique de croissance reste solide et la publication du CA T1 est de bon augure (croissance organique de 12.5% dont 27% pour l’Aerospace). 2024 devrait voir un redressement des marges (+110 pb estimés) pour un ROC attendu en hausse de 33%. A l’appui d’une bonne visibilité pour l’aéronautique, d’un potentiel MT pour l’automobile et d’une croissance profitable pour le Médical, nous estimons le potentiel d’amélioration des marges à au moins 500 pb à MT. Nous relevons nos estimations...
>Outperform rating and target price of € 35 maintained - PVA Tepla held its first CMD at its headquarter in Wettenberg yesterday. The CMD bolsters the group’s structural growth status with its exposure to multiple growth markets. It also enabled us to better comprehend the strategy and vision out to 2028. We see the group as offering a robust growth story on several fronts, with notably SiC as a driver (between 20% and 25% of the group’s orders), its Metrology divisio...
>Opinion Surperformance et OC à 35 € maintenus - PVA Tepla a organisé hier son premier CMD dans son siège à Wettenberg. Ce CMD vient conforter le statut de croissance structurelle du groupe exposé à des multiples marchés en croissance. Il nous a également permis de mieux appréhender la stratégie et la vision jusqu’à 2028. Le groupe dispose, selon nous, d’une histoire de croissance solide sur plusieurs fronts, avec notamment le SiC comme moteur (20-25% des commandes du...
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
>Q1 2024 results below expectations - This morning, PVA Tepla reported its Q1 2024 below expectations. Revenues totalled € 61.4m below the consensus at € 63.7m. They were up 5% y-o-y. The gross margin was 30.4% slightly above consensus at 30%. EBITDA came in at € 8.7m giving a margin of 14.2% slightly above the consensus at € 8.6m and 13%. EBIT was € 7m i.e. a margin of 11.4% slightly below the consensus at € 7.4m and 11%. EPS was € 0.22, 8% below the consensus at € ...
>Q1 2024 results below expectations - This morning, PVA Tepla reported its Q1 2024 below expectations. Revenues totalled € 61.4m below the consensus at € 63.7m. They were up 5% y-o-y. The gross margin was 30.4% slightly above consensus at 30%. EBITDA came in at € 8.7m giving a margin of 14.2% slightly above the consensus at € 8.6m and 13%. EBIT was € 7m i.e. a margin of 11.4% slightly below the consensus at € 7.4m and 11%. EPS was € 0.22, 8% below the consensus at € ...
EQS-News: PVA TePla AG / Schlagwort(e): Quartals-/Zwischenmitteilung PVA TePla startet mit Ergebnissteigerung und Umsatzplus ins neue Geschäftsjahr – Carl Markus Groß wird ab 2025 Finanzvorstand 15.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PVA TePla startet mit Ergebnissteigerung und Umsatzplus ins neue Geschäftsjahr – Carl Markus Groß wird ab 2025 Finanzvorstand Umsatz steigt im ersten Quartal 2024 auf EUR 61,4 Mio. EBITDA-Marge auf 14,2 % verbessert (VJ: 12,3 %) Starkes Wachstum in der Produktgruppe Metro...
EQS-News: PVA TePla AG / Key word(s): Quarterly / Interim Statement Successful start to the new financial year - Carl Markus Groß to become Chief Financial Officer from 2025 15.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. PVA TePla has started the new financial year with an increase in earnings and sales – Carl Markus Groß to become CFO in 2025 Q1 2024 sales climbed to EUR 61.4 million EBITDA margin up to 14.2% (previous year: 12.3%) Metrology business unit records substantial growth Technology hub provides comprehens...
Edison Investment Research Limited Edison issues initiation on PVA TePla (TPE): Material matters 10-May-2024 / 09:39 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 10 Mai 2024 Edison issues initiation on PVA TePla (TPE): Material matters PVA TePla has transitioned from a small seller of industrial systems to a materials technology and metrology solutions company, set to reach c €280m in revenues in FY24. Its increasing exposure to the fast-growing semiconductor industry (more than two-thirds of sales) and high-end materials mark...
PVA TePla has transitioned from a small seller of industrial systems to a 13 May 2024materials technology and metrology solutions company, set to reach c €280m in revenues in FY24. Its increasing exposure to the fast-growing semiconductor industry (more than two-thirds of sales) and high-end materials markets is securing growth, driven by AI, digitisation and e-mobility. The combination of a higher capital intensity in the semiconductor industry and growing end markets bodes well for players lik...
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