企業プロフィール

Saipem S.p.A.

SPM · MI
取引所
MI
現在値
4.4
2026年7月4日 終値
妥当買付価格
≤ €3.9
安全マージンの起点
ベイリー成長スコア
39/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 €4.4 · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 €3.5–€3.9 / 妥当 €4.2–€4.9 / 楽観的 €5.4–€6。€4.4 時点で 妥当な本源的価値レンジ内。

2026年7月2日 Contract Confirmed

JV with Itinera, Saipem and ICM wins Romania A8 motorway Lot 4 contract

A JV including Saipem won Romania's A8 motorway Lot 4 contract worth about €700 million; Saipem's share is about €245 million.

Possible impact:May affect expectations for Saipem's infrastructure backlog and European business expansion.

2026年6月24日 M&A Confirmed

Saipem signs binding agreement to sell Saudi shallow-water drilling activities to ADES

Saipem signed a binding agreement to sell its Saudi shallow-water drilling activities to ADES for $285 million, with closing expected in Q3 2026.

Possible impact:May affect expectations for portfolio focus, cash proceeds and valuation of drilling assets.

2026年6月22日 Contract Confirmed

Saipem wins $1 billion offshore contract from Azule Energy for Greater PAJ project

Saipem won a $1 billion offshore contract from Azule Energy for the Greater PAJ project offshore Angola, with an around 40-month duration.

Possible impact:May affect expectations for offshore orders, Angola deepwater execution and revenue visibility.

2026年6月10日 Contract Confirmed

Saipem awarded new onshore contract in Saudi Arabia

Saipem's Saudi joint company won an EPC contract for the Uthmaniyah Gas Compression Plant; Saipem's share is about €900 million.

Possible impact:May affect expectations for Middle East onshore EPC backlog and Saudi energy infrastructure exposure.

2026年4月21日 Earnings Confirmed

Saipem reports first-quarter 2026 results and confirms 2026 guidance

Saipem reported Q1 revenue of €3.528 billion, adjusted EBITDA up 23.6% to €434 million, and confirmed 2026 guidance.

Possible impact:May affect expectations for margin improvement, cash generation and delivery against full-year guidance.

Automatically summarized from public sources; for context only, not investment advice.

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