Annonce • Sep 24
Arcontech Group plc, Annual General Meeting, Oct 15, 2025 Arcontech Group plc, Annual General Meeting, Oct 15, 2025. Location: the companys offices, 1st floor, 11 21 paul street, london ec2a 4ju United Kingdom Annonce • Sep 11
Arcontech Group plc announces Annual dividend, payable on October 31, 2025 Arcontech Group plc announced Annual dividend of GBP 0.0400 per share payable on October 31, 2025, ex-date on October 02, 2025 and record date on October 03, 2025. Annonce • Aug 13
Arcontech Group plc Provides Earnings Guidance for the Year Ended June 30, 2025 Arcontech Group plc provided earnings guidance for the year ended June 30, 2025. The company announced that for the year ended 30 June 2025 revenue is expected to be in line with market expectations. Profit Before Tax is expected to be ahead of market expectations owing to interest income received on bank deposits. New Risk • Nov 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Revenue is less than US$5m (UK£2.9m revenue, or US$3.7m). Market cap is less than US$100m (€18.9m market cap, or US$20.1m). Recent Insider Transactions • Nov 12
CEO & Executive Director recently bought €86k worth of stock On the 7th of November, Matthew Jeffs bought around 60k shares on-market at roughly €1.44 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months. Upcoming Dividend • Sep 26
Upcoming dividend of UK£0.037 per share Eligible shareholders must have bought the stock before 03 October 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%). Annonce • Sep 18
Arcontech Group plc, Annual General Meeting, Oct 09, 2024 Arcontech Group plc, Annual General Meeting, Oct 09, 2024. Location: the companys offices at 1st floor, 11 21 paul street, ec2a 4ju, london United Kingdom Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €1.35, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Software industry in Germany. Total returns to shareholders of 30% over the past year. Declared Dividend • Sep 04
Dividend of UK£0.037 announced Shareholders will receive a dividend of UK£0.037. Ex-date: 3rd October 2024 Payment date: 1st November 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 20% per year over the past 7 years and payments have been stable during that time. EPS is expected to decline by 25% over the next 2 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Sep 03
Full year 2024 earnings released: EPS: UK£0.08 (vs UK£0.073 in FY 2023) Full year 2024 results: EPS: UK£0.08 (up from UK£0.073 in FY 2023). Revenue: UK£2.91m (up 6.6% from FY 2023). Net income: UK£1.07m (up 8.9% from FY 2023). Profit margin: 37% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Germany. Annonce • Sep 02
Arcontech Group plc Intends to Pay Dividend for the Year Ended June 30, 2024, Payable on November 1, 2024 Arcontech Group plc announced that subject to approval at the Annual General Meeting the company intend to pay a dividend of 3.75 pence per share for the year ended 30 June 2024 (2023: 3.5 pence) an increase of 7.1%, to those shareholders on the register as at the close of business on 4 October 2024 with a dividend payment date of 1 November 2024. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to €1.21, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Software industry in Germany. Total returns to shareholders of 57% over the past year. Reported Earnings • Feb 26
First half 2024 earnings released: EPS: UK£0.04 (vs UK£0.028 in 1H 2023) First half 2024 results: EPS: UK£0.04 (up from UK£0.028 in 1H 2023). Revenue: UK£1.45m (up 6.8% from 1H 2023). Net income: UK£538.8k (up 45% from 1H 2023). Profit margin: 37% (up from 27% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Software industry in Germany. Buying Opportunity • Oct 25
Now 23% undervalued Over the last 90 days, the stock is up 7.1%. The fair value is estimated to be €1.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 9.9% in 2 years. Earnings is forecast to decline by 29% in the next 2 years. Reported Earnings • Oct 05
Full year 2023 earnings released: EPS: UK£0.073 (vs UK£0.046 in FY 2022) Full year 2023 results: EPS: UK£0.073 (up from UK£0.046 in FY 2022). Revenue: UK£2.73m (down 1.0% from FY 2022). Net income: UK£980.1k (up 61% from FY 2022). Profit margin: 36% (up from 22% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Software industry in Germany. Annonce • Oct 05
Arcontech Group plc, Annual General Meeting, Oct 25, 2023 Arcontech Group plc, Annual General Meeting, Oct 25, 2023, at 09:00 Coordinated Universal Time. Location: Company's offices at 1st Floor, 11-21 Paul Street London United Kingdom Upcoming Dividend • Sep 28
Upcoming dividend of UK£0.035 per share at 3.5% yield Eligible shareholders must have bought the stock before 05 October 2023. Payment date: 03 November 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.6%). Reported Earnings • Sep 06
Full year 2023 earnings released: EPS: UK£0.073 (vs UK£0.046 in FY 2022) Full year 2023 results: EPS: UK£0.073 (up from UK£0.046 in FY 2022). Revenue: UK£2.73m (down 1.0% from FY 2022). Net income: UK£980.1k (up 61% from FY 2022). Profit margin: 36% (up from 22% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Software industry in Germany. New Risk • Sep 05
New major risk - Revenue and earnings growth Earnings have declined by 8.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (21% net profit margin). Revenue is less than US$5m (UK£2.7m revenue, or US$3.3m). Market cap is less than US$100m (€13.7m market cap, or US$14.7m). Annonce • Sep 05
Arcontech Group plc Proposes Dividend for the Year Ended 30 June 2023, Payable on November 3, 2023 Arcontech Group plc announced that subject to approval at the Annual General Meeting the company intend to pay a dividend of 3.5 pence per share for the year ended 30 June 2023 (2022: 3.25 pence) an increase of 7.7%, to those shareholders on the register as at the close of business on 6 October 2023 with a dividend payment date of 3 November 2023. New Risk • Aug 30
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (21% net profit margin). Revenue is less than US$5m (UK£2.7m revenue, or US$3.4m). Market cap is less than US$100m (€13.6m market cap, or US$14.8m). Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €1.01, the stock trades at a trailing P/E ratio of 21.1x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 26% over the past year. New Risk • Jul 25
New major risk - Revenue and earnings growth Earnings have declined by 2.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (21% net profit margin). Revenue is less than US$5m (UK£2.7m revenue, or US$3.4m). Market cap is less than US$100m (€10.3m market cap, or US$11.4m). Annonce • Jul 25
Arcontech Group plc Provides Turnover Guidance for the Year Ended 30 June 2023 Arcontech Group plc announced that for the year ended 30 June 2023 turnover is expected to be in line with market expectations. Board Change • Apr 14
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Chairman Geoff Wicks was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 01
First half 2023 earnings released: EPS: UK£0.028 (vs UK£0.032 in 1H 2022) First half 2023 results: EPS: UK£0.028 (down from UK£0.032 in 1H 2022). Revenue: UK£1.36m (down 6.6% from 1H 2022). Net income: UK£372.4k (down 13% from 1H 2022). Profit margin: 27% (down from 30% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Annonce • Oct 27
Arcontech Group plc Appoints Raj Nagevadia as Non-Executive Director, Effective on 26 October 2022 Arcontech announced the appointment of Raj Nagevadia as Non-Executive Director, effective on 26 October 2022. Raj is the current Chief Financial Officer (CFO) of Bfinance, a financial services consultancy, and holds a wealth of experience in financial managerial roles across the technology sector, primarily as a CFO. Prior to Bfinance, Raj was CFO of SecureData Europe, a cyber security management service, where he oversaw a broad range of acquisitions. Before this, Raj was CFO of NetNames (formerly Group NBT), the AIM quoted internet services provider, for over 10 years. Here, Raj managed the company's acquisition strategy as well as aiding in the sale of the Company to Hg Capital in 2011. Annonce • Sep 24
Arcontech Group plc, Annual General Meeting, Oct 17, 2022 Arcontech Group plc, Annual General Meeting, Oct 17, 2022, at 09:00 Coordinated Universal Time. Location: Company's offices at 1st Floor 11-21 Paul Street London United Kingdom Reported Earnings • Sep 13
Full year 2022 earnings released: EPS: UK£0.046 (vs UK£0.079 in FY 2021) Full year 2022 results: EPS: UK£0.046 (down from UK£0.079 in FY 2021). Revenue: UK£2.76m (down 7.7% from FY 2021). Net income: UK£610.6k (down 42% from FY 2021). Profit margin: 22% (down from 35% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 8.4% growth forecast for the Software industry in Germany. Annonce • Sep 12
Arcontech Group plc Proposes Dividend for the Year Ended 30 June 2022, Payable on 24 October 2022 Arcontech Group plc announced that subject to approval at the Annual General Meeting the company intends to pay a dividend of 3.25 pence per share for the year ended 30 June 2022 (2021: 2.75 pence) an increase of 18.2%, to those shareholders on the register as at the close of business on 30 September 2022 with a dividend payment date of 24 October 2022. Annonce • Aug 30
Arcontech Group plc to Report Fiscal Year 2022 Results on Sep 12, 2022 Arcontech Group plc announced that they will report fiscal year 2022 results on Sep 12, 2022 Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment improved over the past week After last week's 23% share price gain to €1.03, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Software industry in Germany. 
