Essentra plc

Informe acción LSE:ESNT

Capitalización de mercado: UK£237.6m

Essentra Dirección

Dirección controles de criterios 3/4

El CEO de Essentra es Scott Morgan Fawcett , nombrado en Jan 2023, tiene una permanencia de 3.42 años. compensación anual total es £811.00K, compuesta por 70.4% salario y 29.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.084% de las acciones de la empresa, por valor de £199.96K. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 3.4 años, respectivamente.

Información clave

Scott Morgan Fawcett

Chief Executive Officer (CEO)

UK£811.0k

Compensación total

Porcentaje del salario del CEO70.41%
Permanencia del CEO3.4yrs
Participación del CEO0.08%
Permanencia media de la dirección2.3yrs
Promedio de permanencia en la Junta Directiva3.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 08

ESNT: Refreshed Dividend Policy And P/E Assumptions Will Support Future Upside

Essentra's analyst price target has been trimmed by £0.10, as analysts factor in recent rating changes and refreshed assumptions around discount rates, growth and P/E expectations. Analyst Commentary Recent research updates on Essentra focus on how refreshed assumptions for discount rates, growth and P/E are feeding into valuation, rather than any single company specific event.
Actualización de narrativa May 25

ESNT: Reset Dividend And Margin Assumptions Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Essentra, with the updated price target moving from about £1.76 to £1.67. This reflects recent research that cites a slightly higher discount rate, modestly adjusted growth and margin assumptions, and recent downgrades from major brokers.
Actualización de narrativa Apr 25

ESNT: FY25 Dividend Policy And Margin Outlook Will Support Re Rating

Analysts have reduced their fair value estimate for Essentra to £1.00 from £1.30, reflecting updated assumptions that include slightly higher discount rates, more modest revenue growth, softer profit margins, a lower future P/E, recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious on Essentra, with fresh reports highlighting reduced optimism on valuation, execution and growth visibility.
Actualización de narrativa Apr 11

ESNT: Dividend Policy And Margin Outlook Will Support Future Upside Potential

Analysts have trimmed their price target on Essentra from £1.83 to £1.76, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Essentra recommends a final ordinary dividend of 1.2 pence per share for 2025, with a total 2025 dividend of 2.0 pence per share, compared with a final 1.55 pence and total 2.8 pence for 2024 (Key Developments).
Artículo de análisis Apr 06

We Think You Can Look Beyond Essentra's (LON:ESNT) Lackluster Earnings

Shareholders appeared unconcerned with Essentra plc's ( LON:ESNT ) lackluster earnings report last week. We did some...
Actualización de narrativa Mar 27

ESNT: FY25 Margin Outlook And Dividend Policy Will Support Re Rating View

Analysts have trimmed their price target on Essentra by £1.30. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher profit margin outlook and a reduced future P/E multiple.
Actualización de narrativa Mar 13

ESNT: FY25 Guidance And Refined Assumptions Will Support A Re Rating View

Analysts have slightly reduced their price target for Essentra to reflect refreshed assumptions on discount rates, revenue growth, profit margins and future P/E, resulting in a modestly lower implied fair value in £ terms while keeping the overall thesis broadly unchanged. What's in the News Essentra issued earnings guidance for FY25, with group revenue expected to grow by 2.5% on a constant currency, like-for-like basis.
Actualización de narrativa Feb 27

ESNT: FY25 Guidance And Revised Assumptions Will Support A Re Rating View

Analysts have adjusted their price target on Essentra to £1.30, with the change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. They see these assumptions as better aligning the valuation with current company fundamentals.
Actualización de narrativa Feb 13

ESNT: Higher Future P/E Will Offset Softer Margins And Revenue Guidance

Analysts have modestly reduced their price target for Essentra to £1.83 from £1.89. This reflects updated views on slightly softer revenue growth, lower profit margin assumptions and a higher future P/E multiple.
Actualización de narrativa Jan 30

ESNT: Guidance On FY25 Revenue Will Support A Rerating View

Analysts have trimmed their fair value estimate for Essentra from £1.70 to £1.30, citing a combination of slightly higher assumed revenue growth, a higher discount rate, a lower projected profit margin, and a marginally higher future P/E multiple. What's in the News Essentra issued earnings guidance for FY25, with Group revenue expected to grow by 2.5% on a constant currency, like for like basis, giving investors a reference point for management's current outlook (company guidance).
Actualización de narrativa Jan 16

ESNT: Higher Future P/E Will Support Returns Despite Softer Margins

Analysts have trimmed their price targets for Essentra, reflecting updated assumptions for slightly lower revenue growth and profit margins. This has been partly offset by a higher assumed future P/E of 45.66x compared with the previous 35.36x.
Artículo de análisis Aug 08

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

LSE:ESNT 1 Year Share Price vs Fair Value Explore Essentra's Fair Values from the Community and select yours Essentra...
Artículo de análisis Aug 01

Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Essentra plc ( LON:ESNT ) is reducing its dividend to £0.008 on the 24th of Octoberwhich is 36% less than last year's...
Artículo de análisis Jun 27

These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Apr 05

Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155

The board of Essentra plc ( LON:ESNT ) has announced that it will pay a dividend on the 3rd of July, with investors...
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Nueva narrativa Mar 23

Investments In Digitalization And Sustainability Will Expand Product Offerings And Strengthen Customer Retention

Strategic acquisitions and focus on efficiencies are enhancing Essentra's revenue streams and improving margins, aiding organic growth.
Artículo de análisis Mar 22

Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155

Essentra plc ( LON:ESNT ) will pay a dividend of £0.0155 on the 3rd of July. However, the dividend yield of 2.7% still...
Artículo de análisis Sep 20

Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Essentra's estimated fair value is UK£2.48 based on 2 Stage Free Cash Flow to Equity Essentra is estimated...
Artículo de análisis Mar 27

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

The recent earnings posted by Essentra plc ( LON:ESNT ) were solid, but the stock didn't move as much as we expected...
Artículo de análisis Aug 19

Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012

Essentra plc's ( LON:ESNT ) dividend is being reduced from last year's payment covering the same period to £0.012 on...
Artículo de análisis Feb 03

Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate

How far off is Essentra plc ( LON:ESNT ) from its intrinsic value? Using the most recent financial data, we'll take a...
Artículo de análisis Dec 24

Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Scott Morgan Fawcett en comparación con los beneficios de Essentra?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025UK£811kUK£571k

UK£2m

Sep 30 2025n/an/a

UK£6m

Jun 30 2025n/an/a

UK£9m

Mar 31 2025n/an/a

UK£11m

Dec 31 2024UK£662kUK£554k

UK£12m

Sep 30 2024n/an/a

UK£6m

Jun 30 2024n/an/a

UK£600k

Mar 31 2024n/an/a

UK£3m

Dec 31 2023UK£1mUK£540k

UK£6m

Compensación vs. Mercado: La compensación total ($USD1.07M) de Scott Morgan está en línea con el promedio de empresas de tamaño similar en el mercado UK ($USD1.19M).

Compensación vs. Ingresos: La compensación de Scott Morgan ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.


CEO

Scott Morgan Fawcett (55 yo)

3.4yrs
Permanencia
UK£811,000
Compensación

Mr. Scott Morgan Taylor Fawcett serves as CEO & Executive Director of Essentra plc since January 1, 2023. He serves as Managing Director of Components Division at Essentra plc (formerly known as Filtrona p...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Morgan Fawcett
CEO, MD of Components Division & Executive Director3.4yrsUK£811.00k0.084%
£ 200.0k
Rowan Baker
CFO, Interim Company Secretary & Director1.6yrsUK£588.00k0.019%
£ 44.2k
Sam Edwards
Chief Digital Information Officer3.8yrssin datossin datos
Shaun Laubscher
Chief People Officerless than a yearsin datossin datos
Emma Reid
Head of Governanceless than a yearsin datossin datos
Richard Sederman
Managing Director of APAC2.4yrssin datossin datos
Jennifer Spence
ESG Directorno datasin datossin datos
Christopher Brooks
Managing Director of Americas2.3yrssin datossin datos
Tim George
Deputy Company secretaryno datasin datossin datos
Chris Butler
Site Operations Director of Essentra Kidlingtonno datasin datossin datos
2.3yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de ESNT se considera experimentado (2.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Morgan Fawcett
CEO, MD of Components Division & Executive Director3.4yrsUK£811.00k0.084%
£ 200.0k
Rowan Baker
CFO, Interim Company Secretary & Director1.6yrsUK£588.00k0.019%
£ 44.2k
Stephen Good
Independent Non-Executive Chairman1.9yrsUK£230.00k0.051%
£ 121.2k
Klaus Göldenbot
Independent Non-Executive Directorless than a yearUK£24.00ksin datos
Kathryn Durrant
Independent Non-Executive Director3.4yrsUK£73.00k0.0066%
£ 15.6k
Mary Reilly
Senior Independent Director9yrsUK£93.00k0.0058%
£ 13.7k
Adrian Peace
Independent Non-Executive Director5yrsUK£91.00k0.0023%
£ 5.5k
3.4yrs
Permanencia media
59yo
Promedio de edad

Junta con experiencia: La junta directiva de ESNT se considera experimentada (3.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/19 14:49
Precio de las acciones al final del día2026/06/19 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Essentra plc está cubierta por 15 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James BaylissBerenberg
Calum BattersbyBerenberg
Michael O'BrienCanaccord Genuity