Fresenius SE & CO. KGAA Detailed Consensus >> Group
Consensus as of: 2024-02-12

Please kindly note:

  1. The 2024 consensus estimates are slightly distorted due to different treatment (inclusion / exclusion) of the Eugin fertility services segment. The divesture was recently completed on 31st of January 2024. 
  2. The deconsolidation of Fresenius Medical Care was successfully completed as of November 30th, 2023 and FMC is accounted for at equity under IAS 28.
  3. Consensus estimates are before special items.

KPI[EUR m]Q4 2022FY 2022Q4 2023 EFY 2023 EFY 2024 E
Revenue ex FMENumber of Estimates141413
Revenue ex FMEHighest6,029.122,650.123,871.0
Revenue ex FMEConsensus (Mean)5,670.021,532.05,795.522,416.523,411.5
Revenue ex FMEMedian5,795.122,416.123,419.4
Revenue ex FMELowest5,585.022,206.022,756.5
Organic Revenue growth ex FME (in %)Number of Estimates888
Organic Revenue growth ex FME (in %)Highest6.06.76.3
Organic Revenue growth ex FME (in %)Consensus (Mean)4.04.54.05.65.1
Organic Revenue growth ex FME (in %)Median3.55.75.0
Organic Revenue growth ex FME (in %)Lowest1.53.74.3
EBIT ex FMENumber of Estimates141413
EBIT ex FMEHighest631.02,259.02,588.0
EBIT ex FMEConsensus (Mean)559.02,190.0590.72,218.72,458.6
EBIT ex FMEMedian594.22,222.22,421.0
EBIT ex FMELowest510.72,138.72,361.8
EBIT margin (in %)Number of Estimates141413
EBIT margin (in %)Highest10.710.010.9
EBIT margin (in %)Consensus (Mean)9.910.210.29.910.5
EBIT margin (in %)Median10.49.910.5
EBIT margin (in %)Lowest8.79.510.0
Net interest ex FMENumber of Estimates101010
Net interest ex FMEHighest-110.9-410.9-401.0
Net interest ex FMEConsensus (Mean)-80.0-241.0-124.8-424.8-447.4
Net interest ex FMEMedian-122.4-422.4-434.8
Net interest ex FMELowest-150.0-450.0-600.0
Taxes ex FMENumber of Estimates101010
Taxes ex FMEHighest-69.4-403.4-467.0
Taxes ex FMEConsensus (Mean)-111.0-437.0-117.1-451.1-503.2
Taxes ex FMEMedian-121.4-455.4-501.9
Taxes ex FMELowest-134.3-468.3-547.0
Non-controlling interest ex FMENumber of Estimates101010
Non-controlling interest ex FMEHighest-5.0-51.0-47.4
Non-controlling interest ex FMEConsensus (Mean)-6.0-78.0-18.9-64.9-69.4
Non-controlling interest ex FMEMedian-19.1-65.1-70.7
Non-controlling interest ex FMELowest-34.0-80.0-84.7
Group net income ex FMENumber of Estimates101010
Group net income ex FMEHighest378.11,326.11,526.6
Group net income ex FMEConsensus (Mean)362.01,434.0326.71,274.71,442.7
Group net income ex FMEMedian326.91,274.91,423.4
Group net income ex FMELowest215.41,163.41,367.1
Net income from operations deconsolidated (32% of FME net income, before special items)Number of Estimates998
Net income from operations deconsolidated (32% of FME net income, before special items)Highest92.0252.0285.0
Net income from operations deconsolidated (32% of FME net income, before special items)Consensus (Mean)83.0295.058.0218.0256.7
Net income from operations deconsolidated (32% of FME net income, before special items)Median62.3222.3258.2
Net income from operations deconsolidated (32% of FME net income, before special items)Lowest0.0160.0224.1
Net income attr. to FSENumber of Estimates998
Net income attr. to FSEHighest437.91,545.91,795.1
Net income attr. to FSEConsensus (Mean)445.01,729.0382.51,488.41,714.2
Net income attr. to FSEMedian390.51,498.51,712.0
Net income attr. to FSELowest304.81,407.31,638.0
EPS (in EUR)Number of Estimates998
EPS (in EUR)Highest0.782.753.20
EPS (in EUR)Consensus (Mean)0.793.080.682.653.05
EPS (in EUR)Median0.702.673.04
EPS (in EUR)Lowest0.532.502.91
Average number of ordinary shares (in million)Number of Estimates202014
Average number of ordinary shares (in million)Highest563.24563.24566.26
Average number of ordinary shares (in million)Consensus (Mean)563.24561.26563.24563.24563.29
Average number of ordinary shares (in million)Median563.24563.24563.24
Average number of ordinary shares (in million)Lowest563.24563.24561.26
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.