Real-time Estimate
Cboe BZX
08:19:56 10/05/2024 pm IST
|
5-day change
|
1st Jan Change
|
69.46
USD
|
-9.16%
|
|
-4.53%
|
-13.69%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
2,877
|
3,669
|
4,943
|
3,462
|
3,699
|
3,531
|
-
|
-
|
Enterprise Value (EV)
1 |
2,725
|
3,669
|
4,943
|
3,462
|
3,446
|
3,531
|
3,531
|
3,531
|
P/E ratio
|
19
x
|
37.5
x
|
22
x
|
10.6
x
|
16.4
x
|
38.9
x
|
22.7
x
|
-
|
Yield
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capitalization / Revenue
|
2.3
x
|
2.98
x
|
2.74
x
|
1.73
x
|
2.23
x
|
2.65
x
|
2.28
x
|
2.09
x
|
EV / Revenue
|
2.3
x
|
2.98
x
|
2.74
x
|
1.73
x
|
2.23
x
|
2.65
x
|
2.28
x
|
2.09
x
|
EV / EBITDA
|
9.17
x
|
15.4
x
|
11.4
x
|
6.65
x
|
9.15
x
|
14.9
x
|
11
x
|
13.2
x
|
EV / FCF
|
21.9
x
|
32.9
x
|
25
x
|
19.2
x
|
-
|
25.3
x
|
51.4
x
|
32.7
x
|
FCF Yield
|
4.56%
|
3.04%
|
3.99%
|
5.22%
|
-
|
3.95%
|
1.95%
|
3.06%
|
Price to Book
|
-
|
3.5
x
|
3.87
x
|
2.2
x
|
-
|
-
|
-
|
-
|
Nbr of stocks (in thousands)
|
51,042
|
52,042
|
45,018
|
45,470
|
45,938
|
46,179
|
-
|
-
|
Reference price
2 |
56.37
|
70.50
|
109.8
|
76.14
|
80.52
|
76.47
|
76.47
|
76.47
|
Announcement Date
|
11/02/20
|
16/02/21
|
09/02/22
|
06/02/23
|
06/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
1,249
|
1,229
|
1,805
|
2,001
|
1,662
|
1,330
|
1,549
|
1,691
|
EBITDA
1 |
313.6
|
238.6
|
434.6
|
520.4
|
404.2
|
237
|
320
|
267
|
EBIT
1 |
218.6
|
157.6
|
296
|
420.8
|
270.2
|
116.1
|
233.2
|
-
|
Operating Margin
|
17.5%
|
12.82%
|
16.4%
|
21.03%
|
16.26%
|
8.73%
|
15.06%
|
-
|
Earnings before Tax (EBT)
1 |
198.2
|
120.3
|
315.1
|
395.9
|
277.9
|
67.87
|
105.6
|
-
|
Net income
1 |
153.2
|
98.09
|
228.8
|
331.3
|
227.2
|
106.4
|
194.3
|
-
|
Net margin
|
12.27%
|
7.98%
|
12.67%
|
16.56%
|
13.67%
|
8%
|
12.54%
|
-
|
EPS
2 |
2.960
|
1.880
|
5.000
|
7.200
|
4.910
|
1.963
|
3.370
|
-
|
Free Cash Flow
1 |
131.3
|
111.4
|
197.3
|
180.8
|
-
|
139.6
|
68.7
|
107.9
|
FCF margin
|
10.51%
|
9.06%
|
10.93%
|
9.04%
|
-
|
10.49%
|
4.44%
|
6.38%
|
FCF Conversion (EBITDA)
|
41.85%
|
46.68%
|
45.41%
|
34.74%
|
-
|
58.9%
|
21.47%
|
40.41%
|
FCF Conversion (Net income)
|
85.66%
|
113.58%
|
86.27%
|
54.57%
|
-
|
131.23%
|
35.36%
|
-
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
11/02/20
|
16/02/21
|
09/02/22
|
06/02/23
|
06/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q3
|
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
|
---|
Net sales
1 |
471.4
|
480.2
|
482.1
|
501
|
521.3
|
496.2
|
467.2
|
467.2
|
404.6
|
322.7
|
303.2
|
318.3
|
346.9
|
358.1
|
362
|
EBITDA
1 |
114.5
|
139
|
118.2
|
130.6
|
141.9
|
129.6
|
121.8
|
133.5
|
90.61
|
58.35
|
51
|
61
|
76
|
84
|
86
|
EBIT
1 |
75.73
|
90.62
|
102.7
|
114.6
|
116.5
|
100.3
|
86.43
|
93.33
|
60.25
|
23.52
|
17
|
20.97
|
36.19
|
44.96
|
44.24
|
Operating Margin
|
16.06%
|
18.87%
|
21.31%
|
22.87%
|
22.35%
|
20.21%
|
18.5%
|
19.98%
|
14.89%
|
7.29%
|
5.61%
|
6.59%
|
10.43%
|
12.55%
|
12.22%
|
Earnings before Tax (EBT)
1 |
85.57
|
108.8
|
90.82
|
101.2
|
109.1
|
94.76
|
88.59
|
101
|
60.51
|
27.88
|
18.81
|
16.98
|
16.44
|
15.65
|
15.81
|
Net income
1 |
68.42
|
65.51
|
72.69
|
80.16
|
86.39
|
92.05
|
71.15
|
82.02
|
48.72
|
25.29
|
11
|
19.99
|
32.47
|
40.28
|
37.37
|
Net margin
|
14.51%
|
13.64%
|
15.08%
|
16%
|
16.57%
|
18.55%
|
15.23%
|
17.56%
|
12.04%
|
7.84%
|
3.63%
|
6.28%
|
9.36%
|
11.25%
|
10.33%
|
EPS
2 |
1.500
|
1.430
|
1.590
|
1.750
|
1.880
|
2.000
|
1.540
|
1.770
|
1.050
|
0.5500
|
0.2550
|
0.3700
|
0.6333
|
0.6867
|
0.6300
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
03/11/21
|
09/02/22
|
04/05/22
|
04/08/22
|
07/11/22
|
06/02/23
|
09/05/23
|
08/08/23
|
08/11/23
|
06/02/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
|
152
|
-
|
-
|
-
|
253
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
131
|
111
|
197
|
181
|
-
|
140
|
68.7
|
108
|
ROE (net income / shareholders' equity)
|
15%
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
ROA (Net income/ Total Assets)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Assets
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Book Value Per Share
|
-
|
20.20
|
28.40
|
34.60
|
-
|
-
|
-
|
-
|
Cash Flow per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex
1 |
98.5
|
75.8
|
141
|
212
|
-
|
116
|
128
|
140
|
Capex / Sales
|
7.89%
|
6.17%
|
7.82%
|
10.58%
|
-
|
8.71%
|
8.29%
|
8.28%
|
Announcement Date
|
11/02/20
|
16/02/21
|
09/02/22
|
06/02/23
|
06/02/24
|
-
|
-
|
-
|
Last Close Price
76.47
USD Average target price
73
USD Spread / Average Target -4.54% Consensus |
1st Jan change
|
Capi.
|
---|
| -13.69% | 3.53B | | +80.65% | 2,184B | | +35.24% | 637B | | +19.01% | 605B | | +2.84% | 246B | | +26.11% | 201B | | +9.08% | 169B | | +40.09% | 130B | | -39.90% | 128B | | +43.20% | 106B |
Other Semiconductors
|