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Essentra Community
LSE:ESNT Community
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Essentra
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Essentra
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Mature European Markets Will Constrain Margins While Efficiency Improves
Key Takeaways Expansion into higher-margin regions and digitalization boosts prospects, but overreliance on mature markets and integration risks could limit short-term earnings growth. Transition to sustainable materials and compliance with tightening regulations may inflate costs, challenging profit margins despite improved sustainability offerings.
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UK£1.60
FV
36.1% undervalued
intrinsic discount
2.55%
Revenue growth p.a.
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15 days ago
author updated this narrative
Essentra
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Global Supply Chain Diversification And Eco-Friendly Demand Will Drive Expansion
Key Takeaways Diversified manufacturing, supply chain flexibility, and sustainable product focus position Essentra for outsized revenue and margin growth as market and regulatory trends shift. Digital transformation and ERP-driven efficiencies enable premium pricing, higher customer retention, and structurally stronger profits than analysts currently forecast.
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UK£3.13
FV
67.3% undervalued
intrinsic discount
5.10%
Revenue growth p.a.
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15 days ago
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Essentra
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
E-commerce And Sustainability Will Drive Global Packaging Expansion
Key Takeaways Strategic positioning in high-growth, sustainability-focused markets and innovation in eco-friendly products strengthen revenue prospects and margin potential. Operational efficiencies, digital pricing tools, and targeted M&A enhance cost control and support long-term earnings growth and geographic expansion.
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UK£2.05
FV
50.1% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
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8 days ago
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Your Valuation for
ESNT
ESNT
Essentra
Your Fair Value
UK£
Current Price
UK£1.02
17.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-64m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£369.6m
Earnings UK£11.8m
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