Fresenius SE & CO. KGAA Detailed Consensus >> Group
Consensus as of: 2024-04-16

Please kindly note:

  1. We exclude Eugin fertility services segment. The divesture was completed on 31st of January 2024.
  2. Fresenius Medical Care is now accounted for at equity under IAS 28 in the line “Result from FME (FY 2024+: Result from Equity Method FME; 32% of FME net income before special items)”. FY 23 Actuals in the same line reflect the net income from FME operations deconsolidated under IFRS 5.
  3. Consensus estimates are before special items.

KPI[EUR m]FY 2023FY 2024 E
RevenueNumber of Estimates7
RevenueHighest23,301.0
RevenueConsensus (Mean)22,299.022,919.1
RevenueMedian22,920.3
RevenueLowest22,700.0
Organic revenue growth (in %)Number of Estimates6
Organic revenue growth (in %)Highest5.3
Organic revenue growth (in %)Consensus (Mean)5.54.3
Organic revenue growth (in %)Median4.6
Organic revenue growth (in %)Lowest3.0
EBITNumber of Estimates7
EBITHighest2,571.0
EBITConsensus (Mean)2,262.02,434.4
EBITMedian2,407.7
EBITLowest2,353.3
EBIT margin (in %)Number of Estimates7
EBIT margin (in %)Highest11.0
EBIT margin (in %)Consensus (Mean)10.110.6
EBIT margin (in %)Median10.6
EBIT margin (in %)Lowest10.4
Net interestNumber of Estimates7
Net interestHighest-415.0
Net interestConsensus (Mean)-418.0-425.9
Net interestMedian-427.8
Net interestLowest-433.6
TaxesNumber of Estimates7
TaxesHighest-473.0
TaxesConsensus (Mean)-522.0-511.3
TaxesMedian-506.8
TaxesLowest-550.0
Tax rate in %Number of Estimates7
Tax rate in %Highest27.4
Tax rate in %Consensus (Mean)28.325.5
Tax rate in %Median25.5
Tax rate in %Lowest23.3
Net income from continuing operationsNumber of Estimates7
Net income from continuing operationsHighest1,606
Net income from continuing operationsConsensus (Mean)1,3221,497
Net income from continuing operationsMedian1,481
Net income from continuing operationsLowest1,432
Non-controlling interest in continuing operationsNumber of Estimates6
Non-controlling interest in continuing operationsHighest-20.0
Non-controlling interest in continuing operationsConsensus (Mean)-60.0-55.9
Non-controlling interest in continuing operationsMedian-60.6
Non-controlling interest in continuing operationsLowest-71.6
Net income ex FMENumber of Estimates6
Net income ex FMEHighest1,546.0
Net income ex FMEConsensus (Mean)1,262.01,431.6
Net income ex FMEMedian1,429.3
Net income ex FMELowest1,360.7
EPS (in EUR) ex FMENumber of Estimates5
EPS (in EUR) ex FMEHighest2.57
EPS (in EUR) ex FMEConsensus (Mean)2.242.50
EPS (in EUR) ex FMEMedian2.53
EPS (in EUR) ex FMELowest2.42
Result from FME (FY 2024+: Result from Equity Method FME; 32% of FME net income before special items)Number of Estimates5
Result from FME (FY 2024+: Result from Equity Method FME; 32% of FME net income before special items)Highest263.8
Result from FME (FY 2024+: Result from Equity Method FME; 32% of FME net income before special items)Consensus (Mean)243.0246.1
Result from FME (FY 2024+: Result from Equity Method FME; 32% of FME net income before special items)Median250.8
Result from FME (FY 2024+: Result from Equity Method FME; 32% of FME net income before special items)Lowest216.8
Net income attributable to FSENumber of Estimates7
Net income attributable to FSEHighest1,703.0
Net income attributable to FSEConsensus (Mean)1,505.01,653.0
Net income attributable to FSEMedian1,670.1
Net income attributable to FSELowest1,594.0
EPS (in EUR)Number of Estimates7
EPS (in EUR)Highest3.02
EPS (in EUR)Consensus (Mean)2.672.93
EPS (in EUR)Median2.95
EPS (in EUR)Lowest2.83
Average number of ordinary shares (in million)Number of Estimates8
Average number of ordinary shares (in million)Highest565.71
Average number of ordinary shares (in million)Consensus (Mean)563.24563.66
Average number of ordinary shares (in million)Median563.24
Average number of ordinary shares (in million)Lowest563.08
Disclaimer

This document has been issued by Vara Research GmbH for information purposes only and is not intended to constitute investment advice. It is based on estimates and forecasts of various analysts regarding revenues, earnings and business developments of the relevant company. The company did not participate in the compilation of the estimates and it does not endorse them. Such estimates and forecasts cannot be independently verified by reason of the subjective character. Vara Research GmbH gives no guarantee, representation or warranty and is not responsible or liable as to its accuracy and completeness.