BE6304 as of 30-09-2026
Portfolio holdings
41 companies · 93,701,505 EUR invested · upside +20.8%
Company ISIN Sector Industry Country Position (EUR) Weight Market Cap Upside P/E EV/EBIT EV/EBITA EV/EBITDA Dividend Yield 1D 1W 1M YTD DPS DPS Growth EBITDA EBITA EBIT EPS
Krka, d. d. SI0031102120 Health Care Pharmaceuticals Slovenia 4,720,560 5.04% 7.83B EUR +8.4% 18.8 13.8 13.7 11.8 3.52% -0.58% -0.58% -2.27% +27.34% 9.10 EUR +10.3% 605.88M EUR 521.97M EUR 515.34M EUR 13.75 EUR
Computacenter plc GB00BV9FP302 Information Technology IT Consulting and Other Services United Kingdom 4,354,544 4.65% 6.62B EUR +20.3% 27.6 16.7 16.1 15.1 1.38% +1.60% +3.15% -1.82% +84.47% 0.75 GBP +5.5% 366.30M GBP 344.90M GBP 331.90M GBP 1.96 GBP
IONOS Group SE DE000A3E00M1 Information Technology Internet Services and Infrastructure Germany 4,276,541 4.56% 4.24B EUR +17.5% 19.6 13.7 13.1 11.2 — -5.80% -10.56% -8.38% +17.76% — — 454.05M EUR 387.32M EUR 370.81M EUR 1.61 EUR
Konecranes Plc FI0009005870 Industrials Machinery and Supplies and Components: Industrial Finland 4,216,306 4.50% 7.33B EUR +18.4% 19.1 13.8 13.0 12.1 2.43% -1.15% +3.98% +5.76% -1.47% 0.75 EUR +36.4% 609.20M EUR 565.20M EUR 533.60M EUR 1.61 EUR
Clarkson PLC GB0002018363 Industrials Marine Transportation United Kingdom 4,197,084 4.48% 1.82B EUR +9.9% 20.1 12.5 12.3 11.6 2.21% -0.78% -1.27% -0.49% +32.63% 1.12 GBP +2.8% 110.00M GBP 104.20M GBP 102.20M GBP 2.52 GBP
Indra Sistemas, S.A. ES0118594417 Information Technology IT Consulting and Other Services Spain 4,020,746 4.29% 10.15B EUR +16.4% 23.1 14.9 14.1 13.5 0.52% -1.09% -4.58% -4.73% +19.45% 0.30 EUR +20.0% 680.05M EUR 650.76M EUR 618.06M EUR 2.51 EUR
Grupa Kety S.A. PLKETY000011 Materials Metals and Mining Poland 3,875,882 4.14% 2.85B EUR -12.1% 18.8 15.2 15.1 12.0 3.87% -0.47% -0.78% +3.69% +38.37% 48.97 PLN -11.7% 1.13B PLN 901.00M PLN 895.00M PLN 67.10 PLN
Man Group Plc JE00BJ1DLW90 Financials Asset Management United Kingdom 3,631,469 3.88% 4.27B EUR +11.0% 15.1 10.4 10.2 9.8 3.93% +1.54% -0.90% +9.63% +44.10% 0.17 USD 0.0% 494.00M USD 476.00M USD 463.00M USD 0.29 USD
JOST Werke SE DE000JST4000 Industrials Machinery and Equipment: Construction and Heavy Transportation Germany 3,309,545 3.53% 1.01B EUR +33.6% — 9.2 7.4 6.5 2.44% -0.81% +2.85% +0.82% +13.49% 1.50 EUR 0.0% 225.30M EUR 198.95M EUR 158.27M EUR -0.16 EUR
Kontron AG AT0000A0E9W5 Information Technology IT Consulting and Other Services Austria 3,059,600 3.27% 1.27B EUR +45.2% 14.7 19.3 17.9 14.0 — +2.08% +0.78% -6.35% -9.39% 0.60 EUR +20.0% 114.99M EUR 89.91M EUR 83.12M EUR 1.40 EUR
Greggs plc GB00B63QSB39 Consumer Discretionary Restaurants United Kingdom 2,996,845 3.20% 2.41B EUR -8.5% 15.7 12.9 12.9 8.8 3.40% +8.16% +13.36% +9.92% +20.71% 0.69 GBP 0.0% 285.10M GBP 194.40M GBP 194.40M GBP 1.29 GBP
Ashtead Technology Holdings Plc GB00BLH42507 Industrials Trading Companies and Distributors United Kingdom 2,977,821 3.18% 499.05M EUR +13.0% 13.5 11.2 10.0 7.1 0.24% +0.57% +4.73% +59.46% +71.29% 0.01 GBP +8.3% 77.05M GBP 54.43M GBP 48.65M GBP 0.39 GBP
Inchcape plc GB00B61TVQ02 Consumer Discretionary Other Distributors United Kingdom 2,612,833 2.79% 3.04B EUR +40.4% 11.6 9.2 9.2 8.4 4.32% +0.27% -4.10% -11.37% -2.73% 0.32 GBP +13.3% 620.00M GBP 566.00M GBP 566.00M GBP 0.64 GBP
Serco Group plc GB0007973794 Industrials Environmental and Facilities Services United Kingdom 2,527,617 2.70% 2.90B EUR +28.2% 16.7 14.4 12.8 11.9 1.76% +1.19% +0.79% -1.54% -8.60% 0.05 GBP +8.2% 268.40M GBP 249.80M GBP 222.50M GBP 0.15 GBP
Synsam AB (publ) SE0016829709 Consumer Discretionary Other Specialty Retail Sweden 2,454,022 2.62% 647.36M EUR +60.2% 12.9 11.6 10.4 8.0 3.47% -0.38% -2.81% -10.84% -23.26% 1.80 SEK 0.0% 1.29B SEK 1.00B SEK 898.00M SEK 4.03 SEK
EVS Broadcast Equipment SA BE0003820371 Information Technology Communications Equipment Belgium 2,302,499 2.46% 356.37M EUR +54.1% 8.5 7.0 6.2 5.6 4.51% +0.57% -0.19% -9.22% -27.82% 1.20 EUR +9.1% 55.12M EUR 49.67M EUR 44.17M EUR 3.11 EUR
Havas N.V. NL0015002AH0 Communication Services Media France 2,231,250 2.38% 1.72B EUR +21.8% 8.7 5.9 5.9 5.3 4.53% -1.12% -0.28% -3.02% +3.82% 0.80 EUR 0.0% 396.00M EUR 360.00M EUR 356.00M EUR 2.03 EUR
TXT e-solutions S.p.A. IT0001454435 Information Technology Software Italy 2,119,315 2.26% 677.38M EUR +5.9% 57.0 26.4 18.6 18.7 0.65% +0.94% +0.75% +4.47% +76.68% 0.35 EUR +40.0% 43.06M EUR 43.33M EUR 30.50M EUR 0.94 EUR
Auto Partner SA PLATPRT00018 Consumer Discretionary Specialty Retail Poland 2,031,993 2.17% 895.31M EUR +5.5% 15.1 12.1 12.1 11.2 0.50% +0.50% +1.35% -1.16% +80.42% 0.15 PLN 0.0% 385.29M PLN 355.80M PLN 355.80M PLN 1.98 PLN
Brødrene A & O Johansen A/S DK0061686714 Industrials Trading Companies and Distributors Denmark 2,012,092 2.15% 359.95M EUR — 12.7 13.0 12.9 10.4 3.80% -0.40% -0.90% -3.70% +4.66% 3.75 DKK +25.0% 376.10M DKK 303.90M DKK 300.40M DKK 7.77 DKK
Krones AG DE0006335003 Industrials Machinery and Supplies and Components: Industrial Germany 2,009,500 2.14% 3.37B EUR +38.4% 11.5 7.3 6.8 5.6 2.63% -1.11% +0.57% -10.42% -21.50% 2.80 EUR +7.7% 535.20M EUR 443.61M EUR 413.56M EUR 9.24 EUR
HORNBACH Holding AG & Co. KGaA DE0006083405 Consumer Discretionary Home Improvement Retail Germany 2,005,688 2.14% 1.38B EUR +5.4% 9.7 9.6 9.3 6.8 2.78% -0.58% +4.35% +3.35% +2.98% 2.40 EUR 0.0% 389.44M EUR 283.25M EUR 274.38M EUR 8.85 EUR
Inter Cars S.A. PLINTCS00010 Consumer Discretionary Distributors Poland 2,003,464 2.14% 3.02B EUR -5.8% 15.4 13.5 13.5 11.0 0.15% +0.64% +2.84% -3.98% +67.74% 1.42 PLN 0.0% 1.50B PLN 1.23B PLN 1.23B PLN 61.03 PLN
Pluxee N.V. NL0015001W49 Financials Financial Services France 1,957,262 2.09% 1.98B EUR +11.8% 9.9 2.2 2.2 1.7 2.70% -2.56% -2.83% -9.74% +5.07% 0.38 EUR +8.6% 465.00M EUR 370.00M EUR 370.00M EUR 1.42 EUR
GFT Technologies SE DE0005800601 Information Technology IT Consulting and Other Services Germany 1,794,537 1.92% 651.90M EUR +21.6% 17.9 13.4 12.5 11.6 1.96% 0.00% +0.39% -3.04% +34.64% 0.50 EUR 0.0% 65.15M EUR 60.18M EUR 56.04M EUR 1.42 EUR
Matas A/S DK0060497295 Consumer Discretionary Other Specialty Retail Denmark 1,774,627 1.89% 406.75M EUR +64.9% 15.9 13.4 12.6 10.1 2.40% -0.24% -1.30% -6.82% -33.28% 2.00 DKK 0.0% 700.00M DKK 563.00M DKK 529.00M DKK 5.23 DKK
Jupiter Fund Management Plc GB00B53P2009 Financials Asset Management United Kingdom 1,767,799 1.89% 1.01B EUR +5.8% 8.7 3.3 3.2 3.2 2.54% +4.22% +6.13% +4.22% +8.81% 0.04 GBP -18.5% 150.10M GBP 146.70M GBP 145.40M GBP 0.20 GBP
Trigano S.A. FR0005691656 Consumer Discretionary Automobile Manufacturers France 1,709,503 1.82% 2.49B EUR +36.3% 9.8 6.1 5.9 5.6 2.79% -0.23% -1.45% -16.82% -26.35% 3.60 EUR +2.9% 381.60M EUR 358.10M EUR 350.80M EUR 13.22 EUR
Friedrich Vorwerk Group SE DE000A255F11 Energy Oil, Gas and Consumable Fuels Germany 1,689,462 1.80% 1.28B EUR +42.2% 11.8 9.5 9.5 7.9 1.09% +0.55% +0.79% -11.17% -21.57% 0.70 EUR +133.3% 137.74M EUR 114.40M EUR 114.09M EUR 5.41 EUR
Trainline Plc GB00BKDTK925 Consumer Discretionary Hotels, Resorts and Cruise Lines United Kingdom 1,632,998 1.74% 794.63M EUR +74.2% 10.2 7.2 7.2 7.0 — +3.66% +2.06% +1.54% -10.00% — — 125.82M GBP 123.00M GBP 122.30M GBP 0.19 GBP
Bodycote plc GB00B3FLWH99 Industrials Machinery and Supplies and Components: Industrial United Kingdom 1,565,910 1.67% 1.81B EUR +3.6% 27.3 15.9 14.6 10.0 2.51% -0.11% -3.47% -3.98% +31.38% 0.23 GBP 0.0% 174.50M GBP 119.20M GBP 109.40M GBP 0.34 GBP
New Wave Group AB (publ) SE0020356970 Consumer Discretionary Apparel, Accessories and Luxury Goods Sweden 1,535,153 1.64% 1.04B EUR +20.6% 14.7 13.6 13.5 11.9 3.37% -0.67% +0.28% +1.71% -22.21% 3.00 SEK -14.3% 1.29B SEK 1.13B SEK 1.12B SEK 6.04 SEK
Rejlers AB SE0000123671 Industrials Professional Services Sweden 1,497,437 1.60% 278.08M EUR +44.9% 18.2 11.6 9.6 9.3 3.80% -1.29% -1.85% -14.39% -27.22% 5.25 SEK +5.0% 454.90M SEK 438.00M SEK 363.50M SEK 7.57 SEK
Wienerberger AG AT0000831706 Materials Construction Materials Austria 1,270,819 1.36% 1.86B EUR +34.8% 31.1 20.7 16.4 8.3 5.57% -1.16% +0.12% -11.38% -44.28% 0.95 EUR 0.0% 517.00M EUR 261.00M EUR 207.00M EUR 0.55 EUR
Sanlorenzo S.p.A. IT0003549422 Consumer Discretionary Leisure Products Producers Italy 1,064,629 1.14% 1.29B EUR +27.4% 11.7 8.8 8.8 7.4 2.88% -0.11% +0.05% -2.14% +20.46% 1.05 EUR +5.0% 169.93M EUR 142.18M EUR 142.18M EUR 3.12 EUR
Europris ASA NO0010735343 Consumer Discretionary Broadline Retail Norway 997,969 1.07% 1.23B EUR +10.4% 15.6 13.3 13.3 12.1 4.57% +0.24% -0.12% -7.87% -14.41% 3.75 NOK +7.1% 1.53B NOK 1.40B NOK 1.40B NOK 5.25 NOK
Frasers Group Plc GB00B1QH8P22 Consumer Discretionary Other Specialty Retail United Kingdom 935,272 1.00% 4.04B EUR -6.5% 9.3 9.0 8.9 6.7 — +0.12% +1.26% -1.83% +18.73% — — 836.10M GBP 631.70M GBP 628.80M GBP 0.87 GBP
Prevas AB SE0000356008 Information Technology IT Services Sweden 923,688 0.99% 63.10M EUR — 10.9 7.2 6.6 6.4 7.21% +2.02% 0.00% -18.86% -41.39% 4.00 SEK -15.8% 162.62M SEK 157.64M SEK 144.33M SEK 5.09 SEK
X-FAB Silicon Foundries SE BE0974310428 Information Technology Semiconductors Belgium 756,250 0.81% 900.71M EUR -11.3% 231.8 38.9 37.3 8.6 — +0.29% +6.48% +17.75% +33.46% — — 155.32M USD 35.74M USD 34.23M USD 0.03 USD
eDreams ODIGEO S.A. LU1048328220 Consumer Discretionary Hotels, Resorts and Cruise Lines Spain 492,263 0.53% 439.20M EUR +38.2% 12.2 9.8 9.5 9.4 — +4.83% +9.05% -6.67% +8.77% — — 79.42M EUR 78.10M EUR 76.24M EUR 0.36 EUR
74Software FR0011040500 Information Technology Software United States 388,709 0.41% 1.09B EUR +21.7% 17.7 16.1 13.4 12.7 — +0.53% -0.53% -4.55% -8.92% 0.40 EUR 0.0% 104.80M EUR 99.03M EUR 82.49M EUR 2.14 EUR
Geographic allocation
Markers sit on company HQ cities (or the country while the city is not geocoded); a single holding is a plain dot and shared cities grow with the number of holdings. Toggle the coloring between stock performance, sectors and the upside of the consensus target; click a marker for the companies per industry.
Sector distribution
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Recent key developments
50 events
Prevas AB 29-09-2026
Prevas AB signed six-year agreement with Lunera Energi for new maintenance management system. Lunera Energi has entrusted Prevas with the implementation and delivery of Octave Attune, a modern Enterprise Asset Management (EAM) platform. The total contract value amounts to approximately SEK 20 million and includes both services and recurring license revenue. The agreement runs for six years, with an option to extend for an additional 2 + 2 years. The solution will support the structured and long-term management of facilities and assets, while creating the conditions for more efficient ways of working within operations and maintenance. Lunera Energi supplies approximately 750 GWh of district heating annually to around 7,500 customers in Trondheim and Stjørdal. To ensure a stable and efficient energy supply, the long-term management of production facilities, distribution networks and technical assets is a central part of its operations.
Client Announcements · Cisionwire
HORNBACH Holding AG & Co. KGaA, Q2 2027 Earnings Call, Sep 29, 2026
Earnings Calls · Company Website, DGAP - Germany
Trigano S.A. 29-09-2026
Trigano S.A., € 2.40, Cash Dividend, Sep-29-2026
Ex-Div Date (Regular) · Financial Times
HORNBACH Holding AG & Co. KGaA reported earnings results for the second quarter and six months ended August 31, 2026. For the second quarter, the company reported sales was EUR 1,813.7 million compared to EUR 1,689.9 million a year ago. Net income was EUR 74.9 million compared to EUR 65.7 million a year ago. Basic earnings per share from continuing operations was EUR 4.69 compared to EUR 4.12 a year ago. For the six months, sales was EUR 3,816.2 million compared to EUR 3,599.1 million a year ago. Net income was EUR 174.7 million compared to EUR 171.6 million a year ago. Basic earnings per share from continuing operations was EUR 10.93 compared to EUR 10.74 a year ago.
Announcements of Earnings · S&P Capital IQ Financials Database
Bodycote plc 28-09-2026
CVC Capital Partners plc (ENXTAM:CVC) proposed to acquire Bodycote plc (LSE:BOY) for £1.6 billion on August 5, 2026. As part of consideration £9.15 per share is being paid for a cash consideration of £1.55 billion. The transaction is subject to definitive agreement and consummation of due diligence investigation. The Board is in discussions with CVC in relation to these terms and the Board has provided CVC with access to confirmatory due diligence. The Board has carefully considered the CVC Proposal together with its advisers and concluded that the CVC Proposal is at a value that the Board would be minded to recommend unanimously to Bodycote shareholders, should a firm intention to make an offer pursuant to Rule 2.7 of the Code be announced on such financial terms, subject to the satisfactory resolution and agreement of the other terms of the offer and definitive transaction documentation. As of September 1, 2026, the Bodycote Directors intend unanimously to recommend that Bodycote Shareholders vote in favor of Veritas Capital Fund Management, L.L.C's Scheme at the Court Meeting and the Resolutions to be proposed at the General Meeting. CVC Advisers Limited notes the offer made by Veritas Capital Fund Management, L.L.C. Bodycote shareholders are strongly advised to take no action. Anthony Zammit and Luka Kezic of Morgan Stanley & Co. International plc acted as financial advisor for Bodycote plc. Barclays Bank Plc acted as financial advisor for Bodycote plc. Herbert Smith Freehills Kramer LLP acted as legal advisor for Bodycote plc. CVC Capital Partners plc (ENXTAM:CVC) cancelled the acquisition of Bodycote plc (LSE:BOY) on September 28, 2026.
M&A Transaction Cancellations · Capital IQ Transaction Database
Konecranes Plc 24-09-2026
Konecranes Plc announced updates to its dividend policy, linking it directly to earnings. According to the updated policy, the dividend payout ratio is 40-60% of earnings over the business cycle, excluding exceptional gains or losses. According to the previous dividend policy the company aimed to distribute a stable to increasing dividend, over the cycle.
Dividend Affirmations · Nasdaq OMX
Computacenter plc 24-09-2026
Computacenter plc, £ 0.271, Cash Dividend, Sep-24-2026
Ex-Div Date (Regular) · Financial Times
Bodycote plc 24-09-2026
Bodycote plc announced termination of Cynthia Alison Gordon as director, effective September 24, 2026.
Executive/Board Changes - Other · Other
Trigano S.A. 23-09-2026
Trigano S.A. announced that the company's Management Board has decided to pay a second interim dividend of EUR 2.40 per share in respect of fiscal year ended August 31, 2026. Shares will trade ex-coupon from September 29, 2026 and the dividend will be payable from October 1, 2026.
Dividend Increases · Other
Trigano S.A. 23-09-2026
Trigano S.A. reported unaudited sales results for the fourth quarter and year ended August 31, 2026. For the fourth quarter, the company reported total sales of EUR 858.4 million against EUR 840.8 million a year ago. For the year, the company reported total sales of EUR 3,800.0 million against EUR 3,660.2 million a year ago.
Announcements of Sales/Trading Statement · Other
Ember Infrastructure Management, LP proposed to acquire Ashtead Technology Holdings Plc (LSE:AT.) for approximately £510 million on September 23, 2026. A cash consideration of £508.05 million valued at £6.15 per share will be paid by Ember Infrastructure Management, LP. As part of consideration, £498 million is paid towards common equity of Ashtead Technology Holdings Plc. As of September 23, 2026, the shareholders of Ashtead Technology Holdings Plc are advised to take no action at this time. The offer period commenced on September 23, 2026. Ashurst Perkins Coie UK LLP acted as legal advisor for Ashtead Technology Holdings Plc. Julian Cater, Oliver Ives, George Price and Tom Burrows Smith of Numis Securities Limited acted as financial advisor for Ashtead Technology Holdings Plc. Edward Allsopp, Michael Nicholson, Sam Cann and Charlotte Sutcliffe of Peel Hunt LLP acted as financial advisor for Ashtead Technology Holdings Plc.
M&A Transaction Announcements · Capital IQ Transaction Database
JOST Werke SE 22-09-2026
JOST Werke SE Presents at Berenberg and Goldman Sachs 15th German Corporate Conference 2026, Sep-22-2026 02:15 PM. Venue: Infinity Munich Hotel, Andreas-Danzer-Weg 1, Munich, Germany. Speakers: Oliver Gantzert, Member of Executive Board & CFO.
Company Conference Presentations · Company Website
Krones AG 22-09-2026
Krones AG Presents at Berenberg and Goldman Sachs 15th German Corporate Conference 2026, Sep-22-2026 11:15 AM. Venue: Infinity Munich Hotel, Andreas-Danzer-Weg 1, Munich, Germany. Speakers: Uta Anders, CFO & Member of Executive Board.
Company Conference Presentations · Company Website
Rejlers AB 21-09-2026
Rejlers AB has signed a four-year framework agreement with Stockholm Globe Arena Fastigheter AB covering engineering design and project management services. The framework agreement covers engineering design and project management services across several technical disciplines, including HVAC and plumbing, electrical systems, building and structural engineering, building automation and SCADA, fire and security systems, and lighting systems. Through the agreement, Stockholm Globe Arena Fastigheter AB gains access to senior consultants who can provide support for both small and large projects.
Client Announcements · Cisionwire
IONOS Group SE 21-09-2026
IONOS Group SE Presents at Berenberg and Goldman Sachs 15th German Corporate Conference 2026, Sep-21-2026 . Venue: Infinity Munich Hotel, Andreas-Danzer-Weg 1, Munich, Germany.
Company Conference Presentations · Company Website
JOST Werke SE 21-09-2026
JOST Werke SE(XTRA:JST) added to S&P Global BMI Index
Index Constituent Adds · Index Website
Ashtead Technology Holdings Plc(LSE:AT.) added to S&P Global BMI Index
Index Constituent Adds · Index Website
Rejlers AB 21-09-2026
Rejlers AB (publ)(OM:REJL B) added to S&P Global BMI Index
Index Constituent Adds · Index Website
HORNBACH Baumarkt AG will open six new locations in Germany in spring 2027. The insolvency of Hellweg has created opportunities to serve even more people and support their projects in the future. Together with further planned openings in its established European countries, HORNBACH is thus set to approach the milestone of 200 DIY megastores over the coming years. As part of the negotiations, agreements were reached to take over stores in Ahrensfelde, Berlin-Köpenick, Dortmund-Kley, Essen-Borbeck, Freiberg in Sachsen, and St. Augustin. The transaction remains subject to review by the German Federal Cartel Office and court approval of the insolvency plan. The stores are scheduled to be taken over in early December 2026 and converted into HORNBACH DIY stores with a full project-focused offering. The stores will reopen in spring 2027. On September 11, HORNBACH opened its 16th DIY and garden center in Austria in Graz-Liebenau. A new specialist flooring store will open in the Netherlands later this year. In Serbia, construction work is underway for several new HORNBACH stores.
Business Expansions · DGAP - Germany
Rejlers AB 18-09-2026
Rejlers AB (publ) proposed amendment of the articles of association (share capital limits, limits on the number of shares and collection of proxies and postal voting); amendment of the articles of association (company name). extraordinary general meeting scheduled for October 19, 2026.
Changes in Company Bylaws/Rules · Cisionwire
Sanlorenzo S.p.A. 17-09-2026
Sanlorenzo S.p.A. Presents at 2026 UBS Luxury Conference, Sep-17-2026 .
Company Conference Presentations · Company Website
Auto Partner SA 17-09-2026
Auto Partner SA reported earnings results for the second quarter and six months ended June 30, 2026. For the second quarter, the company reported sales was PLN 1,288.86 million compared to PLN 1,141.21 million a year ago. Net income was PLN 94.14 million compared to PLN 57.94 million a year ago. Basic earnings per share from continuing operations was PLN 0.72 compared to PLN 0.44 a year ago. Diluted earnings per share from continuing operations was PLN 0.72 compared to PLN 0.44 a year ago. For the six months, sales was PLN 2,458.89 million compared to PLN 2,214.51 million a year ago. Net income was PLN 156.23 million compared to PLN 97.17 million a year ago. Basic earnings per share from continuing operations was PLN 1.2 compared to PLN 0.74 a year ago. Diluted earnings per share from continuing operations was PLN 1.2 compared to PLN 0.74 a year ago.
Announcements of Earnings · S&P Capital IQ Financials Database
74Software 16-09-2026
74Software announced an internal legal reorganization aimed at better aligning the Group’s corporate structure with its portfolio company strategy. 74Software SA will remain the listed parent company of the Group, overseeing strategy, capital allocation, portfolio management and governance across its portfolio of software businesses. Axway’s French operating activities, currently housed within 74Software SA, as opposed to the Group's other business activities, which are organized as subsidiaries, will be transferred to Axway SAS, a wholly owned and currently inactive French subsidiary of 74Software SA. This internal legal reorganization is intended to improve the clarity of the Group’s structure by more clearly distinguishing 74Software SA’s role as the listed parent company overseeing the Group’s software portfolio from the operating entities dedicated to the Group’s business activities worldwide. It also provides a clearer and more flexible framework to support the Group’s future development and the potential integration of additional software businesses over time. The transaction will be carried out through a contribution of the assets and liabilities relating to Axway’s French operating activities to Axway SAS. In consideration for this contribution, made at book value, Axway SAS will issue new shares to 74Software SA. The transaction will not involve any cash consideration. This reorganization is a purely internal operation. It does not modify the Group’s strategy, consolidated scope, shareholder structure, stock market listing, governance or financial objectives. It is also not expected to have any impact on the day-to-day conduct of Axway’s operations, customer relationships, product roadmap or employee working conditions. The employee representative body consultation process has been completed. The completion of this reorganization remains subject to confirmation by the AMF that no buyout offer is required under Article 236-6 of its General Regulation. Subject to this confirmation and the final corporate steps, the transaction is expected to be completed before the end of October 2026, with retrospective accounting and tax effect from January 1, 2026.
Business Reorganizations · Other, Other
Prevas AB 16-09-2026
Prevas, together with Alleima, has developed and verified a machine vision solution for automated quality control of tubes. Using camera technology and AI-based image analysis, the solution can identify surface defects directly in the production environment and provide operators with effective support in their quality control work. In this project, Prevas and Alleima have explored how machine vision and AI can be used to make quality control of long tubes more efficient. Previously, inspections were carried out manually, with operators visually examining the surface of the tubes. The new solution captures images of the tube surface as the tube rotates and moves through the production line. Up to 1,000 images can be captured for a single tube. The images are analyzed in real time by an AI network trained to identify specific types of defects. The installation at Alleima is a pilot project that has so far focused on verifying the technology’s ability to identify defects under real production conditions. At the same time, the results highlight opportunities to develop the solution further.
Product-Related Announcements · Nasdaq OMX
Frasers Group Plc 16-09-2026
Frasers Group Plc, Annual General Meeting, Sep 16, 2026, at 08:00 Coordinated Universal Time. Location: the auditorium, unit d, brook park east, shirebrook, ng20 8ry, Shirebrook United Kingdom Agenda: To consider receipt of the audited accounts and the reports of directors and auditors for the financial year ended 26 April 2026; to consider receipt and approval of the directors’ remuneration report, including the statement by the chair of the remuneration committee, for the financial year ended 26 April 2026; to consider re-election of Sir Jonathan Thompson as director; to consider re-election of Michael Murray as director; to consider re-election of Cally Price as director; to consider re-election of Nicola Frampton as director; to consider re-election of Chris Wootton as director; and to consider other matters.
Annual General Meeting · Company Website, EDI-Feed
Clarkson PLC 16-09-2026
Clarkson PLC announced the termination of Jeffrey David Woyda as a Director, Effective September 15, 2026.
Executive/Board Changes - Other · Other
TXT e-Solutions S.p.A. entered into a binding agreement to acquire an initial 88% stake in FMA Investment Holding S.r.l. from Marco Quaranta, Andrea Giovannetti and Fabrizio Landeschi for a consideration based on a pro-rata Enterprise Value of approximately €6.5 million on September 16, 2026. The consideration will be settled 75% in cash and 25% through TXT e-Solutions S.p.A. shares. The agreement includes a Call Option for TXT e-Solutions S.p.A. to acquire the remaining 12% stake, exercisable on the date of approval of FMA Investment Holding's 2028 financial statements. The exercise price will be based on a multiple of 5x the average EBITDA for the years 2026, 2027, and 2028. The net financial position, estimated to be a positive net cash position of more than €2 million at closing, will be settled entirely in cash. In 2025, FMA Investment Holding S.r.l. generated revenues of €6.7 million and an Adjusted EBITDA of approximately €1.5 million. The transaction implies a multiple of approximately 5x the target's Adjusted EBITDA. The founding shareholders and current management will continue to lead the development of the business post-acquisition. The transaction is subject to the completion of a corporate reorganization involving the merger of FMA Investment Holding's operating companies (PipeGrep S.r.l., B2B S.r.l., and Flag S.r.l.) into a single corporate vehicle. The transaction is expected to close by the end of 2026. Annapaola Negri-Clementi of Charles Russell Speechlys acted as legal advisor for FMA Investment Holding S.r.l. Baker Tilly Italia Legal S.R.L acted as legal advisor for Marco Quaranta, Andrea Giovannetti and Fabrizio Landeschi.
M&A Transaction Announcements · Capital IQ Transaction Database
Wienerberger AG 15-09-2026
On September 15, 2026, Claus Ehrenbeck will take over the management of the IR department of Wienerberger AG as Senior Vice President of Investor Relations. In this role, he will succeed Therese Jandér and will be responsible for wienerberger’s investor relations activities and capital market communications, a leading provider of innovative, sustainable solutions for the entire building envelope, in the fields of new build and renovation, as well as for infrastructure in water and energy management. Claus Ehrenbeck reports directly to Dagmar Steinert, CFO of wienerberger. Claus Ehrenbeck brings in a wealth of experience in investor relations and capital markets. He completed his Master of Science in Chemistry at the Heidelberg University and earned his Ph.D in Physical Chemistry from the University (TH) of Karlsruhe in 1995. He began his career as equity analyst at HypoVereinsbank AG in Munich before joining the DVFA GmbH in Frankfurt, where he was responsible for investor relations support and consulting for listed companies. In 1998, Ehrenbeck joined AIXTRON AG in Aachen as Head of Investor Relations and Corporate Communications. Following a brief period as Head of Investor Relations at HOCHTIEF AG in Essen, he assumed the same role at thyssenkrupp AG in 2006, where he spent nearly 20 years. Since 2025, Ehrenbeck has worked as an independent consultant, advising and coaching senior management teams on IPOs and investor relations. As wienerberger’s new Senior Vice President of Investor Relations, Ehrenbeck brings extensive expertise to the company and will further strengthen its engagement with international capital markets.
Executive/Board Changes - Other · DGAP - Germany
Grupa Kety S.A. 14-09-2026
Grupa Kety S.A. (WSE:KTY) signed a definitive agreement to acquire METRA SpA from KPS Special Situations Mid-Cap Fund, LP, a fund managed by KPS Capital Partners, LP for approximately €650 million on September 14, 2026. Under the terms of the transaction, the acquisition price was determined based on enterprise valuation amounting at €645 million, less bank debt and other debt items, determined as at 31 March 2026. Depending on the date of the transaction closure, the shares purchase price may reach €450 million. Grupa Kety plans to finance the transaction from bank loans and its own funds. For that purpose, on 14 September 2026, the Issuer entered into a term-loan agreement capped at PLN 2 billion (€460.51 million with Bank Polska Kasa Opieki S.A. The closure of the transaction is dependent on the fulfilment of typical preconditions, including obtaining the mandatory consents of anti-monopoly and regulatory authorities. Completion of the transaction is expected in the first quarter of 2027. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for KPS Capital Partners, LP and METRA SpA. BofA Securities, LLC acted as financial advisor for KPS Capital Partners, LP and METRA SpA. Barclays Capital Inc. acted as financial advisor for KPS Capital Partners, LP and METRA SpA. Rothschild & Co Polska Sp. Z o.o. acted as financial advisor for Grupa Kety S.A. KPMG Advisory Spólka z ograniczona odpowiedzialnoscia sp.k. acted as financial advisor and as accountant for Grupa Kety S.A. White&case M.studniarek I Wspolnicy-Kancelaria Prawna Spolka Komandytowa acted as legal advisor for Grupa Kety S.A.
M&A Transaction Announcements · Capital IQ Transaction Database
Trainline Plc 11-09-2026
Trainline plc reconfirmed earnings guidance for the fiscal year 2027. For the year, the expected Group net ticket sales of between £6.2 billion to £6.45 billion.
Corporate Guidance - New/Confirmed · Regulatory News Service
Trainline Plc 11-09-2026
Trainline plc reported group sales results for the six months ended 31 August 2026. For the period, the company reported total group net ticket sales of £3,263 million as compared to £3,250 million a year ago.
Announcements of Sales/Trading Statement · Regulatory News Service
Trainline Plc 11-09-2026
From September 11, 2025 to September 11, 2026, the company has repurchased 65,801,682 shares, representing 16.01% for £150 million. With this, the company has completed the repurchase of 65,801,682 shares, representing 16.01% for £150 million under the buyback announced on September 11, 2025.
Buyback Tranche Update · Capital IQ Buybacks Database
Trainline Plc 11-09-2026
Trainline Plc (LSE:TRN) announces a share repurchase program, Under the program, the company will repurchase £100 million worth of its shares. The shares repurchased under the program will either be cancelled or held in treasury. The repurchases will execute in two tranches. In respect of the first tranche, Trainline has entered an instruction with Morgan Stanley & Co. International Plc for £50 million. In respect to the second tranche, Trainline has entered into an instruction with Deutsche Bank AG which will be announced soon. The program will run for 12 months.
Buyback Transaction Announcements · Capital IQ Buybacks Database
Trainline Plc 11-09-2026
The Board of Directors of Trainline Plc has authorized a buyback plan on September 11, 2026.
Buyback Transaction Announcements · Capital IQ Buybacks Database
Trainline Plc 11-09-2026
The company closed its plan on September 11, 2026.
Buyback Transaction Closings · Capital IQ Buybacks Database
Rejlers AB 10-09-2026
Rejlers has been selected as a framework agreement partner to the Finnish Transport Infrastructure Agency for surveying and modelling services for road and railway projects across Finland. The framework agreement covers the period 2026-2029 and continues a long-standing cooperation with the agency. The agreement covers a broad range of surveying and modelling services supporting the planning, implementation and quality assurance of transport infrastructure projects. The services include the establishment and maintenance of survey control networks, laser scanning, aerial imaging, and the production of terrain models and base maps. Accurate surveying and modelling data provides an important basis for the planning and construction of road and railway infrastructure, contributing to efficient project delivery, quality and safety. Through SGM Consulting, part of Rejlers since February 2026, Rejlers was selected as one of six service providers under the framework agreement. This marks the third consecutive framework agreement for surveying services with the Finnish Transport Infrastructure Agency. SGM Consulting became part of Rejlers in February 2026, strengthening Rejlers' expertise in surveying, modelling and infrastructure services in Finland.
Client Announcements · Cisionwire
Sanlorenzo S.p.A. 10-09-2026
Sanlorenzo S.p.A. Presents at Intesa Sanpaolo Italian Equity Champions Conference, Sep-10-2026 . Venue: New York, United States.
Company Conference Presentations · Company Website
Inter Cars S.A. 08-09-2026
Inter Cars S.A. reported earnings results for the second quarter and six months ended June 30, 2026. For the second quarter, the company reported net income was PLN 279.17 million compared to PLN 187.39 million a year ago. Basic earnings per share from continuing operations was PLN 19.92 compared to PLN 13.23 a year ago. Diluted earnings per share from continuing operations was PLN 19.86 compared to PLN 13.23 a year ago. For the six months, net income was PLN 490.46 million compared to PLN 345.07 million a year ago. Basic earnings per share from continuing operations was PLN 34.99 compared to PLN 24.36 a year ago. Diluted earnings per share from continuing operations was PLN 34.89 compared to PLN 24.36 a year ago.
Announcements of Earnings · S&P Capital IQ Financials Database
Computacenter plc 08-09-2026
Computacenter plc reported earnings results for the half year ended June 30, 2026. For the half year, the company reported sales was GBP 6,845.2 million compared to GBP 3,988.8 million a year ago. Net income was GBP 99.8 million compared to GBP 49.2 million a year ago. Basic earnings per share from continuing operations was GBP 0.957 compared to GBP 0.468 a year ago. Diluted earnings per share from continuing operations was GBP 0.947 compared to GBP 0.465 a year ago.
Announcements of Earnings · S&P Capital IQ Financials Database
Computacenter plc 08-09-2026
Computacenter plc at the meeting on 7 September 2026 declared an interim dividend to 27.1 pence per share for the Six Months Ended June 30, 2026, (First half 2025: 23.6 pence per share). The interim dividend will be paid on 23 October 2026. The dividend record date is set as 25 September 2026 and the shares will be marked ex-dividend on 24 September 2026.
Dividend Increases · Regulatory News Service
Inter Cars S.A. 08-09-2026
Inter Cars S.A., H1 2026 Earnings Call, Sep 08, 2026
Earnings Calls · Other
HORNBACH Holding AG & Co. KGaA maintains earnings guidance for the 2026/27 financial year. For the year, the company expects net sales at or +/- 2% to +/-6% the prior-year level of EUR 6,433.9 million.
Corporate Guidance - New/Confirmed · DGAP - Germany
Rejlers AB 07-09-2026
Multiconsult ASA, Rejlers AB (publ) - M&A Call
M&A Calls · PR Newswire
Rejlers AB 07-09-2026
Rejlers AB (publ) (OM:REJL B) agreed to acquire Multiconsult ASA (OB:MULTI) from Stiftelsen Multiconsult and other shareholders for NOK 4.1 billion in a merger of equals transaction on September 2, 2026. Each share in Multiconsult entitles the holder to receive 0.9725 (corresponding to 389 new class B shares in Rejlers for every 400 shares in Multiconsult) new class B shares in Rejlers. The Merger Consideration will consist solely of newly issued class B shares in Rejlers. The aggregate value of the Merger Consideration amounts to approximately SEK 4,252 million/NOK 4,119 million based on the number of Merger Consideration shares and the closing price of Rejlers on 2 September 2026. No cash consideration is offered. The consideration shares shall rank pari passu with all other class B shares in Rejlers from the date on which they are entered in the share register kept by Euroclear Sweden AB. As at September 7, 2026, Multiconsult had 27,674,911 shares of one class, each with a nominal value of NOK 0.50, and share capital of NOK 13,837,455.50, of which 110,406 were treasury shares, so that 27,564,505 shares carried entitlement to Merger Consideration. The exchange ratio consequently results in 54% ownership for Multiconsult shareholders and 46% for Rejlers shareholders. The name of the Combined Company shall be Multiconsult Rejlers AB. Multiconsult Rejlers will be dual listed on Nasdaq Stockholm and Euronext Oslo Børs, with Stiftelsen Multiconsult and the Rejler family as committed long-term owners. Immediately following Completion, the shareholders of Multiconsult immediately prior to Completion will hold approximately 54%, and the shareholders of Rejlers immediately prior to Completion approximately 46%, of the share capital of the Combined Company. For the Combined Group, Viktor Svensson will be President and Chief Executive Officer and Kristin O. Augestad will be Deputy Chief Executive Officer. By bringing together more than 4,200 Multiconsult employees and approximately 3,600 Rejlers employees, the combination will create new opportunities for close to 8,000 professionals to collaborate, develop and deliver greater value to clients. Multiconsult Rejlers will be a pan-Nordic multidisciplinary consultancy group with four Nordic home markets with 3,700 employees in Norway, 2,100 in Sweden, 1,000 in Finland and 100 in Denmark. In addition, the group will have strategically important and fast-growing international operations with 400 employees in Poland, 300 employees in the United Arab Emirates and 60 employees in India and the United Kingdom. Both organizations will be preserved to a large extent under the current local brands and current leadership. It is the intention that Rejlers Norway will be included in segment Norway, Iterio will be included in segment Sweden, Poland will be included in segment Finland and International, and Architecture will be a separate segment. The headquarters will be in Stockholm with a main office in Oslo in which several people within the executive management team will be based. A new Chief Financial Officer will be recruited and will be based in Oslo. Following the proposed Merger, additional group functions will be divided between Stockholm and Oslo. The group management team will consist of the following: Viktor Svensson, President and Chief Executive Officer, Kristin O. Augestad, Deputy Chief Executive Officer and Head of Norway, Jenny Edfast, Head of Sweden, Mikko Vaahersalo, Head of Finland & International, Kristina Jordt Adsersen, Head of Architecture, Anna Jennehov, Chief Financial Officer, Geir Juterud, Head of Digital & AI, Kari Nicolaisen, Head of People & Organisation, and Malin Sparf Rydberg, Head of Communication & Sustainability. It is the intention that Arnor Jensen, Chair of the Board of Stiftelsen Multiconsult, will chair the nomination committee of the Combined Group up to its first annual general meeting in 2027. As a consequence of the proposed merger, Ove B. Haupberg will step down as Chief Financial Officer upon completion of the transaction and will continue in his current role until the December 31, 2026. The Combined Company shall have its headquarters in Stockholm, with a main office in Oslo. As of September 23, 2026. Multiconsult ASA hereby gives notice of an extraordinary general meeting to be held on 19 October 2026 at 14:00 CEST. The extraordinary general meeting will consider and vote on the proposed cross-border merger with Rejlers AB The deal has been approved by the board. The Merger is expected to require merger control clearances, including from the Norwegian Competition Authority, the Swedish Competition Authority and the Polish Office of Competition and Consumer Protection, consummation of due diligence investigation, receipt of the required confirmations from the Swedish Companies Registration Office and the Norwegian Register of Business Enterprises, admission to trading of the merger consideration shares on Nasdaq Stockholm, admission to trading of the Rejlers class B shares on Euronext Oslo Børs, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and listing / approval of new shares on stock exchange. The expected completion of the transaction is in late 2026/early 2027. DNB Carnegie, Investment Arm acted as financial advisor for Multiconsult ASA. Advokatfirma Wiersholm AS acted as legal advisor for Multiconsult ASA. Mannheimer Swartling Advokatbyrå Aktiebolag acted as legal advisor for Multiconsult ASA. Svenska Handelsbanken AB acted as financial advisor for Rejlers AB. Setterwalls Advokatbyrå Ab acted as legal advisor for Rejlers AB. Advokatfirmaet Haavind AS acted as legal advisor for Rejlers AB. Pareto Securities AS acted as financial advisor for Stiftelsen Multiconsult. Wikborg Rein Advokatfirma As acted as legal advisor for Stiftelsen Multiconsult.
M&A Transaction Announcements · Capital IQ Transaction Database
Ashtead Technology Holdings Plc (LSE:AT.) is looking for acquisitions. During the Ashtead Technology H1 2026 Results Presentation, Allan Pirie, CEO, said, "We continue to make strategic progress through the first half. We're building an increasingly sophisticated and diversified business through a unique portfolio of equipment and services and global footprint to serve the global offshore energy industry across the full life cycle of subsea infrastructure. We acquired Seadraulics, creating a strategic footprint in Australia to accelerate growth in that market. We consolidated 3 U.K. Mechanical Solutions operations into 1, creating a global center of excellence to better service our customers, and we continue to build out good capability, investing GBP 25.9 million in technology for the long term." "There are growth opportunities to expand our service capabilities across both geographical and end markets. Survey and Robotics will continue to benefit from increasing customer propensity to rent. Significant opportunities exist to expand our mechanical solutions capability by internationalizing what we already have. We are continuing to make progress building out our U.S. capability, having opened a facility in Houston last year, and we took possession of the new mechanical solutions facility in Norway yesterday." "We continue to cultivate these type of M&A opportunities, which act as catalysts of change to better support our customers." Allan Pirie further said "The opportunity that we're most excited about around M&A is consolidating what is a super fragmented mechanical solutions market. So that is building around capabilities that we've already got, infilling and scaling those, but also expanding the capabilities beyond what we currently do. So we started that process by buying UCS back in 2019. So that was to move into the decommissioning space. So we bought a business that was very much focused on the North Sea, supplying diamond wire saw shear pumps or shear cutters and dredge pumps. The natural next step was to acquire Hiretech, which was a key supplier, supplying back deck pumps for powering the subsea equipment. We then had the opportunity to acquire ACE Winches for their lifting pooling deployment capabilities. And that really creates a package that no one else is providing, but there are multiple opportunities to acquire businesses in the adjacent space that continues to build out that capability. So we feel that there's a very logical process to build out something of far bigger scale in Mechanical Solutions".
Seeking Acquisitions/Investments · Transcript Collection
Ashtead Technology Holdings Plc, H1 2026 Earnings Call, Sep 04, 2026
Earnings Calls · Regulatory News Service
Sanlorenzo S.p.A. 03-09-2026
Sanlorenzo S.p.A., H1 2026 Earnings Call, Sep 03, 2026
Earnings Calls · Company Website
Sanlorenzo S.p.A. 03-09-2026
Sanlorenzo S.p.A. reported earnings results for the half year ended June 30, 2026. For the half year, the company reported net income was EUR 49.13 million compared to EUR 46.63 million a year ago.
Announcements of Earnings · S&P Capital IQ Financials Database
Bodycote plc 02-09-2026
From March 11, 2026 to September 2, 2026, the company has repurchased 2,574,597 shares, representing 1.49% for £17.5 million. With this, the company has completed the repurchase of 2,574,597 shares, representing 1.49% for £17.5 million under the buyback announced on March 11, 2026.
Buyback Tranche Update · Capital IQ Buybacks Database
Bodycote plc 02-09-2026
The company suspended its plan on September 2, 2026.
Buyback Transaction Closings · Capital IQ Buybacks Database
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