Semapa stock: Three analysts set EUR 29.20 average target for Semapa stock

Published on 10/21/2026 at 17:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue fell 8.70 percent to EUR 979.10 million in first-half 2026. Semapa stock stood at EUR 19.56 on October 21, 2026 at 9:38 a.m. WEST.

Analyst target and financial results

Three analysts set an average Semapa target of EUR 29.20 in October 2026.
First-half 2026 revenue fell 8.70 percent to EUR 979.10 million.
Semapa stock stood at EUR 19.56 on Euronext Lisbon on October 21, 2026.
Semapa is scheduled to publish nine-month results on November 4, 2026.

Semapa, PTSEM0AM0004, Illustration mit AI erstellt.

Three analysts put Semapa's average price target at EUR 29.20 in October 2026, according to MarketScreener. The target is 49.28 percent above the EUR 19.56 price cited for Euronext Lisbon on October 21, 2026 at 9:38 a.m. WEST. Semapa stock was down 0.31 percent in that quotation.

Revenue fell in the first half

Semapa's consolidated revenue fell 8.70 percent year over year to EUR 979.10 million in the first half of 2026. Navigator generated EUR 868.60 million, down 14.80 percent, while Other Businesses contributed EUR 110.60 million, up 108.00 percent, according to MarketScreener.

Operating profitability weakened alongside revenue. Consolidated EBITDA fell 29.40 percent to EUR 156.80 million, and the EBITDA margin declined to 16.00 percent from 20.70 percent in the first half of 2025. Net profit attributable to Semapa shareholders reached EUR 570.10 million, including a provisional EUR 516.20 million capital gain from the Secil disposal.

Balance sheet changed sharply

The Secil transaction reshaped Semapa's finances. Interest-bearing net debt fell to EUR 27.00 million at June 30, 2026, from EUR 1.006 billion at year-end 2025, while cash reached EUR 1.066 billion. Ideal Investor reported that the adjusted net profit excluding the capital gain was EUR 53.90 million, compared with EUR 89.50 million a year earlier.

Next results arrive November 4

Semapa is scheduled to publish its results for the first nine months of 2026 on November 4, 2026, according to Ideal Investor. That report will show whether the lower paper and pulp contribution seen in the first half continued into the third quarter.

Price and valuation context

Semapa is a diversified Portuguese investment holding company active in pulp and paper, cement and derivatives, and environmental services. Its trailing P/E was 2.50 and its dividend yield was 3.00 percent on October 21, 2026. The 52-week range was EUR 15.94 to EUR 24.70, placing the October 21 price 20.81 percent below the high.

Stock position

The latest quoted Semapa price was EUR 19.56 on Euronext Lisbon on October 21, 2026 at 9:38 a.m. WEST, down 0.31 percent on the day. The average analyst target of EUR 29.20 provides the main valuation reference, while the next results date supplies the next company-specific event.