Drax Group plc

LSE:DRX Rapport sur les actions

Capitalisation boursière : UK£2.8b

Drax Group Croissance future

Future contrôle des critères 2/6

Le chiffre d'affaires de Drax Group devrait diminuer de 7% par an tandis que ses bénéfices annuels devraient croître de 13.8% par an. Le BPA devrait croître de de 15.2% par an. Le rendement des capitaux propres devrait être 12.2% dans 3 ans.

Informations clés

13.8%

Taux de croissance des bénéfices

15.20%

Taux de croissance du BPA

Renewable Energy croissance des bénéfices6.2%
Taux de croissance des recettes-7.0%
Rendement futur des capitaux propres12.16%
Couverture par les analystes

Good

Dernière mise à jour13 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit Apr 29

DRX: Neutral Stance As Battery Agreements And Buybacks Support Future Returns

Analysts have edged their average price target for Drax Group up by £0.50 to £9.50, reflecting recent downgrades to more neutral ratings. They still acknowledge long term value opportunities and current fair pricing after the share price rally.
Mise à jour du récit Apr 15

DRX: Neutral Outlook As Battery Expansion And Buybacks Shape Future Returns

Analysts have nudged their price targets for Drax Group higher to about £9.50 per share, reflecting slightly stronger revenue assumptions and a modestly lower discount rate. Recent rating changes suggest the stock is now viewed as more fairly valued after its recent share price move.
Mise à jour du récit Mar 31

DRX: Rich P/E Leaves Little Protection If Long Term Projects Disappoint

Analysts have nudged their fair value estimate for Drax Group slightly higher, with the implied price target moving from about £7.35 to roughly £7.42. Recent research highlights incremental improvements in profit margin assumptions and valuation multiples, even as near term revenue expectations remain cautious.
Mise à jour du récit Mar 17

DRX: Future Returns Will Rely On Execution Risks At Rich P/E

Analysts have nudged their fair value estimate for Drax Group modestly higher, alongside a raised price target to £9.50. This reflects updated assumptions on discount rates, revenue trends, margins and future P/E after recent downgrades that frame the shares as more fairly priced on current information.
Mise à jour du récit Mar 03

DRX: Neutral Stance As Battery Agreements And Buybacks Shape Future Returns

Analysts have nudged their price target on Drax Group higher to £9.50 from £9.00, reflecting updated views on revenue trends, margins and future P/E, even as recent research updates describe the shares as fairly priced with a more neutral stance. Analyst Commentary Recent research on Drax Group points to a more balanced view, with higher price targets sitting alongside rating cuts to neutral stances.
Mise à jour du récit Feb 17

DRX: Future Returns Will Depend On Rich P/E Amid Softer Margins

The analyst price target for Drax Group has shifted modestly, with the updated fair value estimate moving from £6.80 to about £7.02, as analysts factor in a slightly higher discount rate, softer revenue and margin assumptions, and a higher expected future P/E multiple. Analyst Commentary Recent research highlights a more cautious tone around Drax Group, with some bearish analysts questioning how much upside remains after the latest fair value adjustment.
Mise à jour du récit Feb 03

DRX: New Low Carbon Contract Will Support Earnings With Sustainability Trade Offs

Analysts have lifted their fair value estimate for Drax Group from £8.24 to £9.29, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company for a low carbon dispatchable contract for difference covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).
Article d’analyse Jan 28

Are Drax Group plc (LON:DRX) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Drax Group fair value estimate is UK£7.10 Current share price...
Mise à jour du récit Jan 20

DRX: New Low Carbon CfD Will Support Higher Long Term Profitability

Analysts have lifted their fair value estimate for Drax Group from £10.63 to £11.20, citing updated assumptions that combine a slightly lower discount rate with a higher profit margin outlook, while still factoring in a revenue decline and a largely unchanged future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company (LCCC) for a low carbon dispatchable Contracts for Difference (CfD) covering all four biomass units at Drax Power Station for April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).
Mise à jour du récit Jan 05

DRX: Future Returns Will Rely On Lower-Priced Low Carbon Contract

Analysts have trimmed their price target on Drax Group slightly to reflect revised assumptions, including a fair value adjustment to £6.80, updated revenue and profit margin expectations, and a lower future P/E estimate. What's in the News Drax has signed a low carbon dispatchable Contract for Difference with the Low Carbon Contracts Company covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh based on 2012 real prices (Key Developments).
Article d’analyse Dec 25

Insufficient Growth At Drax Group plc (LON:DRX) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...
Mise à jour du récit Dec 14

DRX: Future Returns Will Depend On Lower-Priced Low Carbon Contract

Analysts have marginally trimmed their price target on Drax Group, citing slightly weaker revenue growth and profit margin expectations that outweigh a modest uplift in future valuation multiples. This reduces fair value by around £0.04 per share to approximately £6.85.
Mise à jour du récit Nov 24

DRX: New CfD Agreement Will Drive Up Power Generation Profitability

Analysts have raised their price target for Drax Group from £8.12 to £8.24. They cite slight improvements in discount rates and revenue projections, despite a more conservative outlook on profit margins and future valuation metrics.
Mise à jour du récit Nov 09

DRX: New Biomass Contract Will Drive Power Generation Momentum Forward

Analysts have slightly reduced their price target for Drax Group, lowering the fair value estimate from £8.39 to £8.12. This change is based on adjustments to expected growth rates and financial metrics.
Mise à jour du récit Oct 26

Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks

Drax Group Analyst Price Target Sees Marginal Adjustment Analysts have made a slight downward revision to Drax Group's price target, adjusting it by a few pence. Minor changes to the discount rate and future profit assumptions influenced their updated valuation.
Mise à jour du récit Oct 12

Government CfD And Renewables Will Drive Growth Amid Pellet Risks

Analysts have revised their price target for Drax Group downward, lowering the estimated fair value from £8.58 to £8.39 per share. This change reflects updated outlooks on the company's profitability and growth prospects.
Mise à jour du récit Sep 04

Government CfD And Renewables Will Drive Growth Amid Pellet Risks

Analysts maintain a positive outlook on Drax Group due to anticipated value creation from UK grid intermittency, upcoming share price catalysts, and a possible £200M share buyback extension; however, the consensus price target remains unchanged at £8.58. Analyst Commentary Expectation of increased value creation for Drax as grid intermittency rises in the UK power sector.
Article d’analyse May 26

Drax Group (LON:DRX) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Mar 13

Broker Revenue Forecasts For Drax Group plc (LON:DRX) Are Surging Higher

Drax Group plc ( LON:DRX ) shareholders will have a reason to smile today, with the analysts making substantial...
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Nouveau récit Mar 02

Investments In FlexGen And BECCS Will Impact Future Earnings, But Policy Risks Persist

Strategic investments in flexible generation and energy solutions are set to enhance post-2027 earnings and revenue through expanded capacity and efficiency.
Article d’analyse Jan 20

Should You Investigate Drax Group plc (LON:DRX) At UK£6.30?

While Drax Group plc ( LON:DRX ) might not have the largest market cap around , it received a lot of attention from a...
Article d’analyse Dec 20

Is Now The Time To Put Drax Group (LON:DRX) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Nov 20

Drax Group plc's (LON:DRX) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 3.7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...
Article d’analyse Sep 24

Drax Group (LON:DRX) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Aug 31

What Is Drax Group plc's (LON:DRX) Share Price Doing?

Drax Group plc ( LON:DRX ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
Article d’analyse Jul 29

Drax Group plc (LON:DRX) Surges 31% Yet Its Low P/E Is No Reason For Excitement

Drax Group plc ( LON:DRX ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Article d’analyse Apr 24

What Does Drax Group plc's (LON:DRX) Share Price Indicate?

Drax Group plc ( LON:DRX ), is not the largest company out there, but it saw a significant share price rise of 22% in...
Article d’analyse Apr 09

Here's Why Drax Group (LON:DRX) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Feb 07

Calculating The Intrinsic Value Of Drax Group plc (LON:DRX)

Key Insights Drax Group's estimated fair value is UK£5.25 based on Dividend Discount Model With UK£4.67 share price...
Article d’analyse Dec 24

Drax Group plc (LON:DRX) Doing What It Can To Lift Shares

With a price-to-earnings (or "P/E") ratio of 10.1x Drax Group plc ( LON:DRX ) may be sending bullish signals at the...
Article d’analyse Oct 24

Drax Group plc (LON:DRX) Shares Could Be 23% Below Their Intrinsic Value Estimate

Key Insights Drax Group's estimated fair value is UK£5.35 based on Dividend Discount Model Drax Group's UK£4.10 share...
Article d’analyse Sep 20

Should You Investigate Drax Group plc (LON:DRX) At UK£5.20?

Drax Group plc ( LON:DRX ), is not the largest company out there, but it received a lot of attention from a substantial...

Prévisions de croissance des bénéfices et des revenus

LSE:DRX - Estimations futures des analystes et données financières antérieures (GBP Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20284,630204944747
12/31/20274,7711757149649
12/31/20265,2512692985759
12/31/20255,39173516810N/A
9/30/20255,521240514830N/A
6/30/20255,651408511850N/A
3/31/20255,907467492855N/A
12/31/20246,163527472860N/A
9/30/20246,581590436868N/A
6/30/20247,000654401876N/A
3/31/20247,367608398856N/A
12/31/20237,733562395836N/A
9/30/20237,921373232578N/A
6/30/20238,11018470320N/A
3/31/20237,94313551264N/A
12/31/20227,7758533208N/A
9/30/20227,12314870272N/A
6/30/20226,471211106335N/A
3/31/20225,780133102321N/A
12/31/20215,0885697307N/A
9/30/20214,695-3579274N/A
6/30/20214,302-12561241N/A
3/31/20214,273-16097273N/A
12/31/20204,245-195132306N/A
6/30/20204,352-89233395N/A
3/31/20204,410-49237404N/A
12/31/20194,468-10242413N/A
9/30/20194,55314N/A407N/A
6/30/20194,39328N/A399N/A
3/31/20194,31124N/A355N/A
12/31/20184,22920N/A311N/A
9/30/20184,091-33N/A271N/A
6/30/20183,952-86N/A231N/A
3/31/20183,818-127N/A273N/A
12/31/20173,684-168N/A315N/A
9/30/20173,474-104N/A276N/A
6/30/20173,264-40N/A236N/A
3/31/20173,10777N/A214N/A
12/31/20162,950194N/A191N/A
9/30/20162,995180N/A162N/A
6/30/20163,040166N/A133N/A
3/31/20163,053111N/A141N/A
12/31/20153,06556N/A148N/A
9/30/20153,062115N/A178N/A
6/30/20153,060174N/A207N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de DRX ( 13.8% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de DRX ( 13.8% par an) devraient croître plus rapidement que le marché UK ( 11.5% par an).

Croissance élevée des bénéfices: Les bénéfices de DRX devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Les revenus de DRX devraient diminuer au cours des 3 prochaines années ( -7% par an).

Croissance élevée des revenus: Les revenus de DRX devraient diminuer au cours des 3 prochaines années ( -7% par an).


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de DRX devrait être faible dans 3 ans ( 12.2 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 06:22
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Drax Group plc est couverte par 27 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Mark HivesBarclays
Dominic NashBarclays
Dominic NashBarclays