Heliad AG
Heliad AG operates in the investment management and fund operators industry, providing banking and investment services to its clients.
Business. Heliad AG (A7AN.DE) is an investment management and fund operator headquartered in Germany, operating within the Banking & Investment Services sector. The company generates revenue primarily through fee-based models associated with asset management activities. It is listed on the Xetra exchange under the ticker symbol A7AN.DE. Specific details regarding operating segments or geographic revenue breakdowns are not available.
Analyst recommendations
1 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Heliad AG (A7AN.DE) is an investment management and fund operator headquartered in Germany, operating within the Banking & Investment Services sector. The company generates revenue primarily through fee-based models associated with asset management activities. It is listed on the Xetra exchange under the ticker symbol A7AN.DE. Specific details regarding operating segments or geographic revenue breakdowns are not available.
Heliad AG has a fully diluted share count of 9,011,768 shares, with no difference between basic and diluted shares outstanding, indicating no dilution risk from stock options or convertible securities. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.
Profitability and return metrics are not available for Heliad AG, as no valuation snapshot data is provided. Without access to industry_config preferred metrics or cohort medians, a direct comparison to industry peers is not possible.
Heliad AG's revenue concentration and geographic exposure are not disclosed in the available data. The company does not provide segment-level revenue breakdowns or geographic revenue distribution, making it difficult to assess exposure to specific markets or business lines.
Growth trajectory is not quantifiable due to the absence of outlook data and revenue history. Analysts have issued a single "Buy" recommendation with a mean price target of 24.05 EUR, but no consensus on growth expectations is available.
Risk factors include the inability to assess liquidity risk and the lack of disclosed capital structure details. The company has a low dilution risk, as no dilution potential is identified in the data. No recent events, filings, or transcripts are available to inform on operational or strategic developments.
- Heliad AG has no dilution risk, as basic and diluted shares are equal.
- Liquidity risk could not be assessed due to missing balance-sheet data.
- Analysts have issued a single "Buy" recommendation with a mean price target of 24.05 EUR.
- No segment or geographic revenue breakdown is available, limiting visibility into business concentration.
- Growth trajectory and profitability metrics are not disclosed in the available data.
Bull / Bear case
Generated · model-assistedTotal assets grew at a 1.4% CAGR over five years, indicating modest balance sheet expansion despite recent revenue declines.
The company reported a net income of 2.75 million EUR in FY-1, demonstrating historical profitability potential.
Dilution risk is assessed as low, suggesting limited immediate threat to existing shareholder equity value from share issuance.
Gross profit reached 4.58 million EUR in FY-4, showing the company can generate significant gross margins on revenue.
Equity declined by only 0.7% CAGR over five years, suggesting relative stability in the capital base despite losses.
Total assets shrank by 1.0% year-over-year, indicating a contraction in the company's resource base and operational scale.
In focus — financials by report
Revenue €883.9k, −54,1% YoY; Operating income −794,2% YoY.
- ▍Revenue €883.9k, −54,1% YoY
- ▍Operating income −794,2% YoY
- ▍Net income −865,9% YoY
- ▍Net margin -1766.5%
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- Heliad AG Market data — financials · 2026-05-27
- Heliad AG Market data — analyst estimates · 2026-05-27
Ownership & reference
Leadership
- Falk SchaefersMember of the Management Board
- Julian JulianMember of the Management Board
- Stefan MuellerChairman of the Supervisory Board