Delayed
Nyse
|
5-day change
|
1st Jan Change
|
- USD
|
-.--%
|
|
-0.04%
|
-3.88%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
4,095
|
6,767
|
13,906
|
12,108
|
22,485
|
29,538
|
-
|
-
|
Enterprise Value (EV)
1 |
11,748
|
16,428
|
24,802
|
12,108
|
22,485
|
32,195
|
29,538
|
29,538
|
P/E ratio
|
21.4
x
|
25.3
x
|
37.8
x
|
20.4
x
|
32.6
x
|
34.3
x
|
24.6
x
|
20.1
x
|
Yield
|
3.81%
|
3.4%
|
2.31%
|
-
|
2.59%
|
2.52%
|
3.04%
|
3.33%
|
Capitalization / Revenue
|
2.32
x
|
3.84
x
|
6.12
x
|
4.32
x
|
7.46
x
|
8.11
x
|
6.06
x
|
5.01
x
|
EV / Revenue
|
6.65
x
|
9.31
x
|
10.9
x
|
4.32
x
|
7.46
x
|
8.84
x
|
6.06
x
|
5.01
x
|
EV / EBITDA
|
23.3
x
|
26.4
x
|
28.1
x
|
10.7
x
|
17.8
x
|
17.5
x
|
11.6
x
|
10
x
|
EV / FCF
|
-
|
-
|
-
|
-
|
-7,48,39,247
x
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
-
|
-
|
-0%
|
-
|
-
|
-
|
Price to Book
|
5.01
x
|
10.2
x
|
12.8
x
|
-
|
11.8
x
|
10.4
x
|
8.61
x
|
7.33
x
|
Nbr of stocks (in thousands)
|
1,14,746
|
1,43,832
|
1,71,103
|
1,76,910
|
1,89,077
|
1,99,581
|
-
|
-
|
Reference price
2 |
35.69
|
47.05
|
81.27
|
68.44
|
118.9
|
148.0
|
148.0
|
148.0
|
Announcement Date
|
13/02/20
|
11/02/21
|
11/02/22
|
09/02/23
|
08/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
1,765
|
1,764
|
2,272
|
2,803
|
3,013
|
3,641
|
4,872
|
5,891
|
EBITDA
1 |
503.5
|
622.6
|
882.9
|
1,131
|
1,266
|
1,838
|
2,545
|
2,943
|
EBIT
1 |
462.9
|
582
|
776.2
|
795.9
|
1,032
|
1,333
|
1,822
|
2,237
|
Operating Margin
|
26.22%
|
32.99%
|
34.16%
|
28.39%
|
34.26%
|
36.62%
|
37.4%
|
37.97%
|
Earnings before Tax (EBT)
1 |
503.5
|
582
|
882.9
|
1,131
|
1,266
|
1,590
|
2,230
|
2,646
|
Net income
1 |
193.2
|
266.8
|
408.8
|
1,062
|
702.5
|
871
|
1,246
|
1,529
|
Net margin
|
10.94%
|
15.13%
|
17.99%
|
37.88%
|
23.31%
|
23.92%
|
25.58%
|
25.95%
|
EPS
2 |
1.670
|
1.860
|
2.150
|
3.350
|
3.650
|
4.314
|
6.022
|
7.364
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-300.4
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
-
|
-
|
-9.97%
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
2 |
1.360
|
1.600
|
1.880
|
-
|
3.080
|
3.736
|
4.502
|
4.930
|
Announcement Date
|
13/02/20
|
11/02/21
|
11/02/22
|
09/02/23
|
08/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
847.9
|
559.4
|
618.2
|
610.6
|
1,083
|
675.7
|
674.8
|
699.4
|
977.2
|
755.4
|
841.6
|
867.7
|
1,273
|
1,009
|
1,152
|
EBITDA
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
EBIT
1 |
305.4
|
183.9
|
206.9
|
-0.12
|
381
|
208.6
|
269.2
|
158.9
|
395.6
|
252.5
|
308.8
|
316.1
|
391.3
|
360.7
|
-
|
Operating Margin
|
36.01%
|
32.88%
|
33.47%
|
-0.02%
|
35.18%
|
30.88%
|
39.89%
|
22.72%
|
40.48%
|
33.43%
|
36.69%
|
36.43%
|
30.74%
|
35.76%
|
-
|
Earnings before Tax (EBT)
1 |
340.3
|
222
|
247.2
|
243.4
|
418.3
|
254.3
|
312.2
|
264.5
|
434.6
|
289.2
|
363.5
|
370
|
557.7
|
418.8
|
526.2
|
Net income
1 |
124.1
|
118.2
|
135.3
|
136.8
|
388.7
|
232
|
170.2
|
161
|
237.9
|
265.1
|
196.4
|
204.3
|
307.7
|
246.8
|
291.4
|
Net margin
|
14.64%
|
21.14%
|
21.89%
|
22.4%
|
35.9%
|
34.34%
|
25.22%
|
23.02%
|
24.35%
|
35.09%
|
23.34%
|
23.55%
|
24.17%
|
24.47%
|
25.28%
|
EPS
2 |
0.6600
|
0.6500
|
0.7400
|
0.7500
|
1.210
|
0.7100
|
0.9000
|
0.8300
|
1.210
|
0.8000
|
0.9923
|
1.014
|
1.495
|
1.171
|
1.423
|
Dividend per Share
2 |
0.4700
|
0.6100
|
0.6100
|
0.6100
|
-
|
0.7700
|
0.7700
|
0.7700
|
0.7700
|
0.9300
|
0.9300
|
0.9300
|
0.9533
|
1.075
|
1.075
|
Announcement Date
|
11/02/22
|
28/04/22
|
28/07/22
|
27/10/22
|
09/02/23
|
28/04/23
|
01/08/23
|
31/10/23
|
08/02/24
|
02/05/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
7,653
|
9,661
|
10,896
|
-
|
-
|
2,657
|
-
|
-
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
15.2
x
|
15.52
x
|
12.34
x
|
-
|
-
|
1.446
x
|
-
|
-
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-300
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
22%
|
27.2%
|
27.1%
|
-
|
40.3%
|
37.2%
|
43.3%
|
46.1%
|
ROA (Net income/ Total Assets)
|
1.39%
|
1.96%
|
2.22%
|
-
|
3.01%
|
-
|
-
|
-
|
Assets
1 |
13,900
|
13,592
|
18,387
|
-
|
23,339
|
-
|
-
|
-
|
Book Value Per Share
2 |
7.120
|
4.600
|
6.360
|
-
|
10.10
|
14.20
|
17.20
|
20.20
|
Cash Flow per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex / Sales
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
13/02/20
|
11/02/21
|
11/02/22
|
09/02/23
|
08/02/24
|
-
|
-
|
-
|
Average target price
151.5
USD Spread / Average Target +3.78% Consensus |
1st Jan change
|
Capi.
|
---|
| +40.82% | 10TCr | | +4.65% | 10TCr | | -8.24% | 1.78TCr | | +14.30% | 1.59TCr | | +6.74% | 1.48TCr | | -19.54% | 1.22TCr | | +27.55% | 1.07TCr | | +23.29% | 927.09Cr | | +49.05% | 684.22Cr |
Investment Management
|