Semapa stock: Consensus raises target for Semapa stock to EUR 28.43
Published on 10/24/2026 at 05:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSConsensus target and reporting date
- Semapa's consensus target rose from EUR 27.83 to EUR 28.43 on October 18, 2026.
- First-half 2026 revenue fell 8.70 percent to EUR 979.10 million.
- Semapa will publish its first nine-month 2026 results on November 4, 2026.
Semapa (ISIN PTSEM0AM0004) saw its consensus target rise from EUR 27.83 to EUR 28.43 on October 18, 2026, according to Simply Wall St. The update came as the holding company prepared for its next results release.
Three transactions shaped the year
On December 19, 2025, Semapa signed the agreement to sell Secil for EUR 1.081 billion, according to MarketScreener. The transaction completed on March 23, 2026, and reduced interest-bearing net debt to EUR 27.00 million by June 30, 2026. On October 14, 2026, Semapa reported first-half revenue of EUR 979.10 million and net profit attributable to shareholders of EUR 570.10 million, including a provisional EUR 516.20 million gain from the Secil disposal.
What does the first-half margin mean?
The headline profit figure includes the Secil gain, while operating performance weakened. First-half 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 comparable period, according to MarketScreener. Navigator generated EUR 868.60 million of first-half revenue, or 88.71 percent of the group total, making its margin trend central to the next earnings update.
Next reporting date is November 4
Semapa is scheduled to publish results for the first nine months of 2026 on November 4, 2026, according to MarketScreener. That report should show whether the balance-sheet improvement is being matched by a recovery in operating earnings.
Semapa stock stays below its yearly high
On Euronext Lisbon, Semapa stock closed at EUR 19.10 on October 23, 2026. The same quote data show a 52-week range of EUR 15.94 to EUR 24.70 and a market capitalization of EUR 1.5 billion.
The further course of trading is shown by the continuously updated real-time quote of Semapa stock.
Semapa facts and figures
- Company: Semapa - Sociedade de Investimento e Gestao, SGPS, S.A.
- ISIN: PTSEM0AM0004
- Ticker: SEM
- Primary exchange: Euronext Lisbon
- Market capitalization: EUR 1.5 billion (as of October 23, 2026)
- 52-week range: EUR 15.94-EUR 24.70 (as of October 23, 2026)
- Sector / Industry: Basic Materials / Paper, Lumber and Forest Products
- Index membership: PSI 20
- Next earnings date: November 4, 2026
Market context: Market report PSI 20.
