Company Semapa

Equities

SEM

PTSEM0AM0004

Paper Products

Real-time Euronext Lisbonne 10:50:20 2024-04-25 am EDT 5-day change 1st Jan Change
15.66 EUR +0.38% Intraday chart for Semapa +3.30% +16.87%

Business Summary

Semapa is a diversified group organized around 3 sectors of activity:

- production of paper and pulp (78.9% of net sales);

- production of cement and building materials (19.3%): primarily cement and clinker, aggregates, mortar and ready-to-use concrete;

- environmental services (1.8%).

Net sales are distributed geographically as follows: Portugal (24.5%), Europe (43.8%), Americas (14.1%), Africa (12.1%) and Asia (5.5%).

Number of employees: 6,369

Sales per Business

EUR in Million2022Weight2023Weight Delta
Pulp and Paper
72.2 %
2,465 78.9 % 1,953 72.2 % -20.75%
Cement
25.6 %
603 19.3 % 693 25.6 % +14.99%
Other
2.2 %
55 1.7 % 61 2.2 % +11.20%
Intragroup Eliminations
-0.7 %
-14 -0.5 % -18 -0.7 % +27.96%
Holdings
0.6 %
14 0.4 % 17 0.6 % +22.61%

Sales per region

EUR in Million2022Weight2023Weight Delta
Rest of Europe
41.9 %
1,368 43.8 % 1,135 41.9 % -17.06%
Portugal
26.2 %
764 24.5 % 709 26.2 % -7.18%
Asia
12.4 %
173 5.5 % 335 12.4 % +93.88%
Africa
10.8 %
378 12.1 % 291 10.8 % -22.99%
America
8.7 %
439 14.1 % 237 8.7 % -46.12%
Oceania
0.0 %
0 0.0 % 0 0.0 % +22.05%

Managers

Managers TitleAgeSince
Chief Executive Officer 48 08-10-31
Director of Finance/CFO 67 13-12-31
Investor Relations Contact - -
Corporate Officer/Principal - 16-02-29
Corporate Secretary - 10-04-22

Members of the board

Members of the board TitleAgeSince
Chairman 70 18-08-15
Director of Finance/CFO 67 13-12-31
Director/Board Member 66 10-01-07
Chief Executive Officer 48 08-10-31
Director/Board Member 50 18-05-23
Director/Board Member 48 18-05-23
Director/Board Member 43 18-05-23
Director/Board Member - 22-05-26

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 81,270,000 13,401,050 ( 16.49 %) 1,400,627 ( 1.723 %) 16.49 %

Shareholders

NameEquities%Valuation
66,468,323 81.79 % 1 070 M €
Bestinver Gestión SA SGIIC
3.468 %
2,818,636 3.468 % 45 M €
Cobas Asset Management SGIIC SA
2.099 %
1,706,091 2.099 % 27 M €
Magallanes Value Investors SA SGIIC
1.228 %
997,718 1.228 % 16 M €
AzValor Asset Management SGIIC SA
0.8402 %
682,795 0.8402 % 11 M €
Metzler Asset Management GmbH
0.4068 %
330,599 0.4068 % 5 M €
HOROS Asset Management SGIIC SA
0.3456 %
280,855 0.3456 % 5 M €
IM Gestão de Ativos SGFI SA
0.3437 %
279,337 0.3437 % 4 M €
Discover Capital GmbH
0.3076 %
250,000 0.3076 % 4 M €
Universal-Investment-Gesellschaft mbH (Invt Mgmt)
0.2507 %
203,743 0.2507 % 3 M €

Holdings

NameEquities%Valuation
497,617,299 69.97% 2,176,578,066 $

Company contact information

Semapa Sociedade de Investimento e Gestão SGPS SA

Av. Fontes Pereira de Melo, 14-10º

1050-121, Lisbon

+351 21 318 4700

http://www.semapa.pt
address Semapa(SEM)

Group companies

NameCategory and Sector
Pulp & Paper
Ciminpart - Investimentos e Participações, S.G.P.S. SA
Construction Materials
Miscellaneous Commercial Services
Investment Managers

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
2
Last Close Price
15.6 EUR
Average target price
26.75 EUR
Spread / Average Target
+71.47%
Consensus

Quarterly revenue - Rate of surprise