Drax Group Gestione
Criteri Gestione verificati 3/4
Drax Group Il CEO è Will Gardiner, nominato in Jan2018, e ha un mandato di 8.33 anni. la retribuzione annua totale è £ 2.66M, composta da 27.2% di stipendio e 72.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.41% delle azioni della società, per un valore di £ 11.47M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.7 anni e 4.6 anni.
Informazioni chiave
Will Gardiner
Amministratore delegato
UK£2.7m
Compenso totale
| Percentuale dello stipendio del CEO | 27.20% |
| Mandato del CEO | 8.3yrs |
| Proprietà del CEO | 0.4% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 4.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | UK£3m | UK£724k | UK£73m |
| Sep 30 2025 | n/a | n/a | UK£240m |
| Jun 30 2025 | n/a | n/a | UK£408m |
| Mar 31 2025 | n/a | n/a | UK£467m |
| Dec 31 2024 | UK£3m | UK£690k | UK£527m |
| Sep 30 2024 | n/a | n/a | UK£590m |
| Jun 30 2024 | n/a | n/a | UK£654m |
| Mar 31 2024 | n/a | n/a | UK£608m |
| Dec 31 2023 | UK£3m | UK£663k | UK£562m |
| Sep 30 2023 | n/a | n/a | UK£373m |
| Jun 30 2023 | n/a | n/a | UK£184m |
| Mar 31 2023 | n/a | n/a | UK£135m |
| Dec 31 2022 | UK£6m | UK£631k | UK£85m |
| Sep 30 2022 | n/a | n/a | UK£148m |
| Jun 30 2022 | n/a | n/a | UK£211m |
| Mar 31 2022 | n/a | n/a | UK£133m |
| Dec 31 2021 | UK£3m | UK£570k | UK£56m |
| Sep 30 2021 | n/a | n/a | -UK£35m |
| Jun 30 2021 | n/a | n/a | -UK£125m |
| Mar 31 2021 | n/a | n/a | -UK£160m |
| Dec 31 2020 | UK£2m | UK£557k | -UK£195m |
| Jun 30 2020 | n/a | n/a | -UK£89m |
| Mar 31 2020 | n/a | n/a | -UK£49m |
| Dec 31 2019 | UK£1m | UK£541k | -UK£10m |
Compensazione vs Mercato: La retribuzione totale di Will ($USD 3.58M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 3.16M ).
Compensazione vs guadagni: La retribuzione di Will è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Will Gardiner (61 yo)
8.3yrs
Mandato
UK£2,662,000
Compensazione
Mr. Dwight Daniel Willard Gardiner, known as Will, serves as a Director at Drax Power Limited. He has been Group Chief Executive Officer of Drax Group plc since January 1, 2018. Mr. Gardiner has been Execu...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 8.3yrs | UK£2.66m | 0.41% £ 11.5m | |
| CFO & Executive Director (Leave of Absence) | less than a year | UK£740.00k | 0.026% £ 723.3k | |
| Interim Chief Financial Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Operations Officer | 1.8yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Group General Counsel | 5.3yrs | Nessun dato | Nessun dato | |
| Chief People Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Commercial Officer | 6.8yrs | Nessun dato | 0.025% £ 697.5k | |
| Head of Customer Marketing | no data | Nessun dato | Nessun dato | |
| Chief Corporate Affairs & Sustainability Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Strategy & Transformation Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP of Corporate Affairs North America | less than a year | Nessun dato | Nessun dato |
0.7yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di DRX non è considerato esperto (durata media 0.7 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 10.5yrs | UK£2.66m | 0.41% £ 11.5m | |
| CFO & Executive Director (Leave of Absence) | less than a year | UK£740.00k | 0.026% £ 723.3k | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 1.9yrs | UK£125.00k | 0.024% £ 667.5k | |
| Senior Independent Non-Executive Director | 8.8yrs | UK£135.00k | Nessun dato | |
| Independent Chairman of the Board | 2.8yrs | UK£326.00k | Nessun dato | |
| Independent Non-Executive Director | 7.1yrs | UK£110.00k | 0.0052% £ 146.2k | |
| Independent Non-Executive Director | 4.6yrs | UK£139.00k | Nessun dato | |
| Independent Non-Executive Director | 4.6yrs | UK£129.00k | Nessun dato |
4.6yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DRX sono considerati esperti (durata media dell'incarico 4.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 13:48 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Drax Group plc è coperta da 27 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mark Hives | Barclays |
| Dominic Nash | Barclays |
| Dominic Nash | Barclays |