View Future GrowthInghams Group 過去の業績過去 基準チェック /26Inghams Groupは、平均年間8.4%の収益成長を遂げていますが、 Food業界の収益は、年間 成長しています。収益は、平均年間18.7% 4.9%収益成長率で 成長しています。 Inghams Groupの自己資本利益率は22.1%であり、純利益率は1.8%です。主要情報8.42%収益成長率8.40%EPS成長率Food 業界の成長5.86%収益成長率4.85%株主資本利益率22.10%ネット・マージン1.79%次回の業績アップデート21 Aug 2026最近の業績更新お知らせ • Mar 02+ 1 more updateInghams Group Limited to Report First Half, 2027 Results on Feb 25, 2027Inghams Group Limited announced that they will report first half, 2027 results on Feb 25, 2027お知らせ • Jan 06Inghams Group Limited to Report First Half, 2026 Results on Feb 20, 2026Inghams Group Limited announced that they will report first half, 2026 results on Feb 20, 2026Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.27 in FY 2024)Full year 2025 results: EPS: AU$0.24 (down from AU$0.27 in FY 2024). Revenue: AU$3.15b (down 3.4% from FY 2024). Net income: AU$89.8m (down 12% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 09+ 1 more updateInghams Group Limited to Report First Half, 2025 Results on Feb 21, 2025Inghams Group Limited announced that they will report first half, 2025 results on Feb 21, 2025Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.16 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.16 in FY 2023). Revenue: AU$3.26b (up 7.2% from FY 2023). Net income: AU$101.5m (up 68% from FY 2023). Profit margin: 3.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 17First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.046 in 1H 2023)First half 2024 results: EPS: AU$0.17 (up from AU$0.046 in 1H 2023). Revenue: AU$1.64b (up 8.7% from 1H 2023). Net income: AU$63.4m (up 269% from 1H 2023). Profit margin: 3.9% (up from 1.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.すべての更新を表示Recent updatesお知らせ • Mar 02+ 1 more updateInghams Group Limited to Report First Half, 2027 Results on Feb 25, 2027Inghams Group Limited announced that they will report first half, 2027 results on Feb 25, 2027お知らせ • Feb 20Inghams Group Limited Declares Dividend for the Six Months Period Ended December 27, 2025, Payable on April 2, 2026Inghams Group Limited declared dividend of AUD 0.04000000 per share for the six months period ended December 27, 2025, payable on April 2, 2026 of record date March 13, 2026. Ex Date is March 12, 2026.お知らせ • Jan 06Inghams Group Limited to Report First Half, 2026 Results on Feb 20, 2026Inghams Group Limited announced that they will report first half, 2026 results on Feb 20, 2026お知らせ • Sep 03Inghams Group Limited, Annual General Meeting, Nov 13, 2025Inghams Group Limited, Annual General Meeting, Nov 13, 2025. Location: at the langham hotel, 89-113 kent street, millers point, sydney, nsw AustraliaRecent Insider Transactions • Aug 29Non-Executive Director recently bought AU$100k worth of stockOn the 25th of August, Margaret Anne Haseltine bought around 35k shares on-market at roughly AU$2.86 per share. This transaction increased Margaret Anne's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$146k more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to AU$2.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Food industry in Australia. Total returns to shareholders of 21% over the past three years.Declared Dividend • Aug 25Final dividend of AU$0.08 announcedDividend of AU$0.08 is the same as last year. Ex-date: 17th September 2025 Payment date: 1st October 2025 Dividend yield will be 6.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.27 in FY 2024)Full year 2025 results: EPS: AU$0.24 (down from AU$0.27 in FY 2024). Revenue: AU$3.15b (down 3.4% from FY 2024). Net income: AU$89.8m (down 12% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 22Inghams Group Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended June 28, 2025, Payable on October 1, 2025Inghams Group Limited announced fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 28, 2025. Ex-date is September 17, 2025. Record date is September 18, 2025. Payment date is October 1, 2025.お知らせ • Jun 30+ 1 more updateInghams Group Limited Announces Chief Executive Officer ChangesInghams Group Limited confirms that Andrew Reeves retired from the role of Chief Executive Officer with effect from 28 June 2025. Andrew will remain with the Company until the end of August 2025. Edward Alexander commenced as Chief Executive Officer with effect from 29 June 2025.お知らせ • Mar 06Inghams Group Limited Appoints Matthew Easton as the Chief Executive, New Zealand, Effective 10 March 2025Inghams Group Limited announced the appointment of Matthew Easton as the next Chief Executive, New Zealand, with effect from 10 March 2025. This appointment follows Inghams' ASX announcement on 16 December 2024 regarding the appointment of the current Chief Executive New Zealand, Edward Alexander, as the next CEO and Managing Director of Inghams with effect from 30 June 2025. Matthew brings a wealth of experience to the role in key areas including strategy, sales and marketing, and operational management. Matthew joined Inghams in 2015, initially as a member of the strategy team, before moving to leadership roles focused on farming and operations. Matthew was appointed as General Manager, Sales and Marketing for New Zealand in November 2019, where he was responsible for driving sales strategies and marketing initiatives. In 2022, Matthew was appointed to the role of General Manager, Operations and Planning, with responsibility for farming, primary processing, capital, sustainability, and external relations. Matthew was also appointed as a member of the New Zealand leadership team in November 2019. Prior to joining Inghams, Matthew worked at Accenture as a Manager in Strategy, and at Woolworths Group as Manager of Group Strategy. Matthew holds a Master of Business Administration from Saïd Business School, University of Oxford, and Bachelor's degrees in both Commerce and Science from the University of Canterbury in New Zealand.Board Change • Feb 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Non-Executive Director Margie Haseltine was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 09+ 1 more updateInghams Group Limited to Report First Half, 2025 Results on Feb 21, 2025Inghams Group Limited announced that they will report first half, 2025 results on Feb 21, 2025Upcoming Dividend • Sep 13Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 09 October 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (3.9%).Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$3.10, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Food industry in Australia. Total loss to shareholders of 13% over the past three years.Declared Dividend • Aug 26Final dividend of AU$0.08 announcedShareholders will receive a dividend of AU$0.08. Ex-date: 20th September 2024 Payment date: 9th October 2024 Dividend yield will be 6.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.16 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.16 in FY 2023). Revenue: AU$3.26b (up 7.2% from FY 2023). Net income: AU$101.5m (up 68% from FY 2023). Profit margin: 3.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 23+ 1 more updateInghams Group Limited Announces Dividend for the Six Months Ended June 29, 2024, Payable on October 9, 2024Inghams Group Limited announced dividend of AUD 0.08000000 per share for the six months ended June 29, 2024. Ex-date is September 20, 2024. Record date is September 23, 2024. Payment date is October 9, 2024.お知らせ • Mar 08Inghams Group Limited, Annual General Meeting, Nov 14, 2024Inghams Group Limited, Annual General Meeting, Nov 14, 2024.Upcoming Dividend • Mar 07Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 6.6%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (4.4%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$3.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Food industry in Australia. Total returns to shareholders of 7.9% over the past three years.Declared Dividend • Feb 18First half dividend of AU$0.12 announcedShareholders will receive a dividend of AU$0.12. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 5.9%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 16% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 17First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.046 in 1H 2023)First half 2024 results: EPS: AU$0.17 (up from AU$0.046 in 1H 2023). Revenue: AU$1.64b (up 8.7% from 1H 2023). Net income: AU$63.4m (up 269% from 1H 2023). Profit margin: 3.9% (up from 1.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.お知らせ • Jan 24Inghams Group Limited Announces Board ChangesInghams Group Limited announced that Non- Executive Director, Robert Gordon, will take a leave of absence from his current role as a Non-Executive Director of Inghams for personal reasons until further notice. As a result, Margie Haseltine will assume the position of Chair of the Risk and Sustainability Committee and Helen Nash will join as a member of the Committee.お知らせ • Nov 17+ 1 more updateInghams Group Limited to Report First Half, 2024 Results on Feb 16, 2024Inghams Group Limited announced that they will report first half, 2024 results on Feb 16, 2024Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Food industry in Australia. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.34 per share.お知らせ • Oct 31Inghams Group Limited Provides Earnings Guidance for the First Half Ending 23 December 2023 and Second Half 2024Inghams Group Limited provided earnings guidance for the first half ending 23 December 2023 and second half 2024. The company expects Statutory NPAT Post AASB16 to be Approximately $65 million.The second half 2024 result is expected to be lower than 1H24 due to normal seasonality, and continued inflationary headwinds across labour, feed and other costs including fuel, electricity and CO2.お知らせ • Oct 06Inghams Group Limited Announces Retirement of Jackie McArthur as Non-Executive Director, Effective 7 November 2023Inghams Group Limited announced that Non-Executive Director, Jackie McArthur has advised that she will retire from the Board of Inghams with effect from the conclusion of the Company's 2023 Annual General Meeting ("AGM") on 7 November 2023. As a result, Jackie will not stand for re-election at the AGM. Jackie is currently the Chair of the Risk and Sustainability Committee and a member of the People and Remuneration Committee and the Nominations Committee. Independent Non-Executive Director, Robert Gordon will assume the position of Chair of the Risk and Sustainability Committee with effect from the conclusion of the AGM.Upcoming Dividend • Sep 07Upcoming dividend of AU$0.10 per share at 4.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 05 October 2023. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (4.4%).お知らせ • Aug 25Inghams Group Limited Announces Appointment of Margaret (Margie) Haseltine as Non-Executive Director with Effect from 1 September 2023Inghams Group Limited announced that Margaret (Margie) Haseltine has been appointed as a Non-Executive Director of Inghams with effect from 1 September 2023. Margie has more than 30 years of relevant business experience across supply chains and logistics, product and brand, strategy, risk, change management and governance from a range of sectors including FMCG. Her executive career includes 20 years within the Mars Inc. group, including five years as Chief Executive Officer of Mars Food Australia (formerly Master Foods Australia New Zealand). Margie currently serves as Non-Executive Director of Metcash Limited, Chair and Non-Executive Director of Bapcor Limited and is a Non-Executive Director of Tye Soon Limited which is 25% owned by Bapcor. She is a Fellow of the Australian Institute of Company Directors. Margie will join the Board's Risk and Sustainability Committee and Nominations Committee and will stand for election at the Company's Annual General Meeting on 7 November 2023.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to AU$3.42, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Food industry in Australia. Total returns to shareholders of 12% over the past three years.New Risk • Aug 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 4.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 18+ 1 more updateInghams Group Limited to Report Fiscal Year 2023 Final Results on Oct 06, 2023Inghams Group Limited announced that they will report fiscal year 2023 final results on Oct 06, 2023お知らせ • Aug 17Inghams Group Limited Announces Dividend for the Six Months Ended June 24, 2023, Payable on October 5, 2023Inghams Group Limited announced dividend of AUD 0.10000000 per share for the six months ended June 24, 2023. Ex-date is September 14, 2023. Record date is September 15, 2023. Payment date is October 5, 2023.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.16 (vs AU$0.094 in FY 2022)Full year 2023 results: EPS: AU$0.16 (up from AU$0.094 in FY 2022). Revenue: AU$3.05b (up 12% from FY 2022). Net income: AU$60.4m (up 72% from FY 2022). Profit margin: 2.0% (up from 1.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Jul 24Inghams Group Limited Announces Executive AppointmentsInghams Group Limited announced that Marta Kielich has been appointed as Group Legal Counsel & Company Secretary effective 24 July 23. Marta Kielich will be responsible under the Listing Rule 12.6 for Inghams Communication with the ASX in relation to Listing Rule matters. Gary Mallett, CFO will also continue to be the Company Secretary of the Company.Board Change • Jul 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Tim Longstaff was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 08Upcoming dividend of AU$0.045 per share at 2.1% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 06 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.6%).Reported Earnings • Feb 18First half 2023 earnings released: EPS: AU$0.046 (vs AU$0.10 in 1H 2022)First half 2023 results: EPS: AU$0.046 (down from AU$0.10 in 1H 2022). Revenue: AU$1.51b (up 8.9% from 1H 2022). Net income: AU$17.2m (down 55% from 1H 2022). Profit margin: 1.1% (down from 2.8% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Feb 18Inghams Group Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended December 24, 2022, Payable on April 4, 2023Inghams Group Limited announced fully franked ordinary dividend of AUD 0.04500000 per share for the six months ended December 24, 2022. Record date is March 16, 2023. Ex-date is March 15, 2023. Payment date is April 4, 2023.お知らせ • Dec 12Inghams Group Limited to Report First Half, 2023 Results on Feb 17, 2023Inghams Group Limited announced that they will report first half, 2023 results on Feb 17, 2023Recent Insider Transactions • Aug 27Independent Non-Executive Director recently bought AU$53k worth of stockOn the 24th of August, Robert Gordon bought around 20k shares on-market at roughly AU$2.65 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$389k more in shares than they have sold in the last 12 months.Reported Earnings • Aug 20Full year 2022 earnings released: EPS: AU$0.094 (vs AU$0.22 in FY 2021)Full year 2022 results: EPS: AU$0.094 (down from AU$0.22 in FY 2021). Revenue: AU$2.71b (up 1.7% from FY 2021). Net income: AU$35.1m (down 58% from FY 2021). Profit margin: 1.3% (down from 3.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.5%, compared to a 15% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.Buying Opportunity • Aug 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be AU$3.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 34% per annum over the same time period.Recent Insider Transactions • Mar 24Non-Executive Director recently bought AU$69k worth of stockOn the 17th of March, Robyn Stubbs bought around 23k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$316k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 22Non-Executive Director recently bought AU$69k worth of stockOn the 17th of March, Robyn Stubbs bought around 23k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$316k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 15Independent Non-Executive Director recently bought AU$75k worth of stockOn the 11th of March, Helen Elizabeth Nash bought around 25k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.Upcoming Dividend • Mar 09Upcoming dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (3.1%).Recent Insider Transactions • Feb 25Non-Executive Director recently bought AU$100k worth of stockOn the 23rd of February, Timothy Longstaff bought around 30k shares on-market at roughly AU$3.34 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$163k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 21First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.10 (up from AU$0.095 in 1H 2021). Revenue: AU$1.39b (up 1.8% from 1H 2021). Net income: AU$38.4m (up 8.8% from 1H 2021). Profit margin: 2.8% (up from 2.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 1.7%, compared to a 18% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 07Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 06 October 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (2.9%).Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.22 (vs AU$0.11 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$2.67b (up 4.4% from FY 2020). Net income: AU$83.3m (up 108% from FY 2020). Profit margin: 3.1% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 19% share price gain to AU$3.74, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Food industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.88 per share.Reported Earnings • Feb 20First half 2021 earnings released: EPS AU$0.095 (vs AU$0.071 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.36b (up 4.6% from 1H 2020). Net income: AU$35.3m (up 35% from 1H 2020). Profit margin: 2.6% (up from 2.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 19New 90-day high: AU$3.61The company is up 14% from its price of AU$3.17 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.06 per share.お知らせ • Jan 29Inghams Group Limited to Report First Half, 2021 Results on Feb 19, 2021Inghams Group Limited announced that they will report first half, 2021 results on Feb 19, 2021Is New 90 Day High Low • Jan 28New 90-day high: AU$3.33The company is up 16% from its price of AU$2.87 on 30 October 2020. The Australian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.07 per share.Is New 90 Day High Low • Oct 28New 90-day low: AU$2.90The company is down 14% from its price of AU$3.36 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.85 per share.お知らせ • Jul 23Inghams Group Limited to Report Fiscal Year 2020 Results on Aug 21, 2020Inghams Group Limited announced that they will report fiscal year 2020 results at 9:00 AM, AUS Central Standard Time on Aug 21, 2020お知らせ • Jul 22Inghams Group Limited Temporarily Closes Plant Thomastown VICInghams Group Limited announced that five employees at its Thomastown Further Processing Plant in Victoria have returned positive test results for COVID-19. The site has been temporarily closed with all employees requested to self-isolate at home. Ingham's has been working with the Victorian Department of Health to ensure all appropriate protocols are in place. Contingency plans for plant closures have been in place for a number of months. Ingham's other sites across Australia remain in operation. Ingham's New Zealand operations remain unaffected. Ingham's will be working with its customers to minimise supply chain disruptions and to ensure that Inghams products remain available to consumers around Australia.収支内訳Inghams Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史CHIA:ING 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費27 Dec 253,15156376027 Sep 253,15273369028 Jun 253,15290363028 Mar 253,19290374028 Dec 243,23190384028 Sep 243,24796388029 Jun 243,262102392029 Mar 243,219104383023 Dec 233,175107374023 Sep 233,11084369024 Jun 233,04460365024 Mar 232,94037352024 Dec 222,83614339024 Sep 222,77525323025 Jun 222,71335307025 Mar 222,70461306025 Dec 212,69486306025 Sep 212,68185307026 Jun 212,66983309026 Mar 212,64266315026 Dec 202,61549322026 Sep 202,58545316027 Jun 202,55540310027 Mar 202,54654298028 Dec 192,53668285028 Sep 192,51397291029 Jun 192,490126297029 Mar 192,457130299029 Dec 182,425133301029 Sep 182,399124296030 Jun 182,374115290031 Mar 182,390115290030 Dec 172,406116291030 Sep 172,41687286001 Jul 172,42759282001 Apr 172,39337276024 Dec 162,35915270024 Sep 162,33420265025 Jun 162,30925261027 Jun 152,2741472480質の高い収益: INGは 高品質の収益 を持っています。利益率の向上: INGの現在の純利益率 (1.8%)は、昨年(2.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: INGの収益は過去 5 年間で年間8.4%増加しました。成長の加速: INGは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: INGは過去 1 年間で収益成長率がマイナス ( -37.1% ) となったため、 Food業界平均 ( 66.8% ) と比較することが困難です。株主資本利益率高いROE: INGの 自己資本利益率 ( 22.1% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YFood-beverage-tobacco 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/18 15:40終値2026/05/18 00:00収益2025/12/27年間収益2025/06/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Inghams Group Limited 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Jonathan SnapeBell PotterAlexander PatonCitigroup IncCiti ResearchCitigroup Inc15 その他のアナリストを表示
お知らせ • Mar 02+ 1 more updateInghams Group Limited to Report First Half, 2027 Results on Feb 25, 2027Inghams Group Limited announced that they will report first half, 2027 results on Feb 25, 2027
お知らせ • Jan 06Inghams Group Limited to Report First Half, 2026 Results on Feb 20, 2026Inghams Group Limited announced that they will report first half, 2026 results on Feb 20, 2026
Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.27 in FY 2024)Full year 2025 results: EPS: AU$0.24 (down from AU$0.27 in FY 2024). Revenue: AU$3.15b (down 3.4% from FY 2024). Net income: AU$89.8m (down 12% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 09+ 1 more updateInghams Group Limited to Report First Half, 2025 Results on Feb 21, 2025Inghams Group Limited announced that they will report first half, 2025 results on Feb 21, 2025
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.16 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.16 in FY 2023). Revenue: AU$3.26b (up 7.2% from FY 2023). Net income: AU$101.5m (up 68% from FY 2023). Profit margin: 3.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 17First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.046 in 1H 2023)First half 2024 results: EPS: AU$0.17 (up from AU$0.046 in 1H 2023). Revenue: AU$1.64b (up 8.7% from 1H 2023). Net income: AU$63.4m (up 269% from 1H 2023). Profit margin: 3.9% (up from 1.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
お知らせ • Mar 02+ 1 more updateInghams Group Limited to Report First Half, 2027 Results on Feb 25, 2027Inghams Group Limited announced that they will report first half, 2027 results on Feb 25, 2027
お知らせ • Feb 20Inghams Group Limited Declares Dividend for the Six Months Period Ended December 27, 2025, Payable on April 2, 2026Inghams Group Limited declared dividend of AUD 0.04000000 per share for the six months period ended December 27, 2025, payable on April 2, 2026 of record date March 13, 2026. Ex Date is March 12, 2026.
お知らせ • Jan 06Inghams Group Limited to Report First Half, 2026 Results on Feb 20, 2026Inghams Group Limited announced that they will report first half, 2026 results on Feb 20, 2026
お知らせ • Sep 03Inghams Group Limited, Annual General Meeting, Nov 13, 2025Inghams Group Limited, Annual General Meeting, Nov 13, 2025. Location: at the langham hotel, 89-113 kent street, millers point, sydney, nsw Australia
Recent Insider Transactions • Aug 29Non-Executive Director recently bought AU$100k worth of stockOn the 25th of August, Margaret Anne Haseltine bought around 35k shares on-market at roughly AU$2.86 per share. This transaction increased Margaret Anne's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$146k more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to AU$2.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Food industry in Australia. Total returns to shareholders of 21% over the past three years.
Declared Dividend • Aug 25Final dividend of AU$0.08 announcedDividend of AU$0.08 is the same as last year. Ex-date: 17th September 2025 Payment date: 1st October 2025 Dividend yield will be 6.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.27 in FY 2024)Full year 2025 results: EPS: AU$0.24 (down from AU$0.27 in FY 2024). Revenue: AU$3.15b (down 3.4% from FY 2024). Net income: AU$89.8m (down 12% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 22Inghams Group Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended June 28, 2025, Payable on October 1, 2025Inghams Group Limited announced fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 28, 2025. Ex-date is September 17, 2025. Record date is September 18, 2025. Payment date is October 1, 2025.
お知らせ • Jun 30+ 1 more updateInghams Group Limited Announces Chief Executive Officer ChangesInghams Group Limited confirms that Andrew Reeves retired from the role of Chief Executive Officer with effect from 28 June 2025. Andrew will remain with the Company until the end of August 2025. Edward Alexander commenced as Chief Executive Officer with effect from 29 June 2025.
お知らせ • Mar 06Inghams Group Limited Appoints Matthew Easton as the Chief Executive, New Zealand, Effective 10 March 2025Inghams Group Limited announced the appointment of Matthew Easton as the next Chief Executive, New Zealand, with effect from 10 March 2025. This appointment follows Inghams' ASX announcement on 16 December 2024 regarding the appointment of the current Chief Executive New Zealand, Edward Alexander, as the next CEO and Managing Director of Inghams with effect from 30 June 2025. Matthew brings a wealth of experience to the role in key areas including strategy, sales and marketing, and operational management. Matthew joined Inghams in 2015, initially as a member of the strategy team, before moving to leadership roles focused on farming and operations. Matthew was appointed as General Manager, Sales and Marketing for New Zealand in November 2019, where he was responsible for driving sales strategies and marketing initiatives. In 2022, Matthew was appointed to the role of General Manager, Operations and Planning, with responsibility for farming, primary processing, capital, sustainability, and external relations. Matthew was also appointed as a member of the New Zealand leadership team in November 2019. Prior to joining Inghams, Matthew worked at Accenture as a Manager in Strategy, and at Woolworths Group as Manager of Group Strategy. Matthew holds a Master of Business Administration from Saïd Business School, University of Oxford, and Bachelor's degrees in both Commerce and Science from the University of Canterbury in New Zealand.
Board Change • Feb 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Non-Executive Director Margie Haseltine was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 09+ 1 more updateInghams Group Limited to Report First Half, 2025 Results on Feb 21, 2025Inghams Group Limited announced that they will report first half, 2025 results on Feb 21, 2025
Upcoming Dividend • Sep 13Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 09 October 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (3.9%).
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$3.10, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Food industry in Australia. Total loss to shareholders of 13% over the past three years.
Declared Dividend • Aug 26Final dividend of AU$0.08 announcedShareholders will receive a dividend of AU$0.08. Ex-date: 20th September 2024 Payment date: 9th October 2024 Dividend yield will be 6.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.16 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.16 in FY 2023). Revenue: AU$3.26b (up 7.2% from FY 2023). Net income: AU$101.5m (up 68% from FY 2023). Profit margin: 3.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 23+ 1 more updateInghams Group Limited Announces Dividend for the Six Months Ended June 29, 2024, Payable on October 9, 2024Inghams Group Limited announced dividend of AUD 0.08000000 per share for the six months ended June 29, 2024. Ex-date is September 20, 2024. Record date is September 23, 2024. Payment date is October 9, 2024.
お知らせ • Mar 08Inghams Group Limited, Annual General Meeting, Nov 14, 2024Inghams Group Limited, Annual General Meeting, Nov 14, 2024.
Upcoming Dividend • Mar 07Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 6.6%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (4.4%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$3.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Food industry in Australia. Total returns to shareholders of 7.9% over the past three years.
Declared Dividend • Feb 18First half dividend of AU$0.12 announcedShareholders will receive a dividend of AU$0.12. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 5.9%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 16% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 17First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.046 in 1H 2023)First half 2024 results: EPS: AU$0.17 (up from AU$0.046 in 1H 2023). Revenue: AU$1.64b (up 8.7% from 1H 2023). Net income: AU$63.4m (up 269% from 1H 2023). Profit margin: 3.9% (up from 1.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
お知らせ • Jan 24Inghams Group Limited Announces Board ChangesInghams Group Limited announced that Non- Executive Director, Robert Gordon, will take a leave of absence from his current role as a Non-Executive Director of Inghams for personal reasons until further notice. As a result, Margie Haseltine will assume the position of Chair of the Risk and Sustainability Committee and Helen Nash will join as a member of the Committee.
お知らせ • Nov 17+ 1 more updateInghams Group Limited to Report First Half, 2024 Results on Feb 16, 2024Inghams Group Limited announced that they will report first half, 2024 results on Feb 16, 2024
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Food industry in Australia. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.34 per share.
お知らせ • Oct 31Inghams Group Limited Provides Earnings Guidance for the First Half Ending 23 December 2023 and Second Half 2024Inghams Group Limited provided earnings guidance for the first half ending 23 December 2023 and second half 2024. The company expects Statutory NPAT Post AASB16 to be Approximately $65 million.The second half 2024 result is expected to be lower than 1H24 due to normal seasonality, and continued inflationary headwinds across labour, feed and other costs including fuel, electricity and CO2.
お知らせ • Oct 06Inghams Group Limited Announces Retirement of Jackie McArthur as Non-Executive Director, Effective 7 November 2023Inghams Group Limited announced that Non-Executive Director, Jackie McArthur has advised that she will retire from the Board of Inghams with effect from the conclusion of the Company's 2023 Annual General Meeting ("AGM") on 7 November 2023. As a result, Jackie will not stand for re-election at the AGM. Jackie is currently the Chair of the Risk and Sustainability Committee and a member of the People and Remuneration Committee and the Nominations Committee. Independent Non-Executive Director, Robert Gordon will assume the position of Chair of the Risk and Sustainability Committee with effect from the conclusion of the AGM.
Upcoming Dividend • Sep 07Upcoming dividend of AU$0.10 per share at 4.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 05 October 2023. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (4.4%).
お知らせ • Aug 25Inghams Group Limited Announces Appointment of Margaret (Margie) Haseltine as Non-Executive Director with Effect from 1 September 2023Inghams Group Limited announced that Margaret (Margie) Haseltine has been appointed as a Non-Executive Director of Inghams with effect from 1 September 2023. Margie has more than 30 years of relevant business experience across supply chains and logistics, product and brand, strategy, risk, change management and governance from a range of sectors including FMCG. Her executive career includes 20 years within the Mars Inc. group, including five years as Chief Executive Officer of Mars Food Australia (formerly Master Foods Australia New Zealand). Margie currently serves as Non-Executive Director of Metcash Limited, Chair and Non-Executive Director of Bapcor Limited and is a Non-Executive Director of Tye Soon Limited which is 25% owned by Bapcor. She is a Fellow of the Australian Institute of Company Directors. Margie will join the Board's Risk and Sustainability Committee and Nominations Committee and will stand for election at the Company's Annual General Meeting on 7 November 2023.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to AU$3.42, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Food industry in Australia. Total returns to shareholders of 12% over the past three years.
New Risk • Aug 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 4.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 18+ 1 more updateInghams Group Limited to Report Fiscal Year 2023 Final Results on Oct 06, 2023Inghams Group Limited announced that they will report fiscal year 2023 final results on Oct 06, 2023
お知らせ • Aug 17Inghams Group Limited Announces Dividend for the Six Months Ended June 24, 2023, Payable on October 5, 2023Inghams Group Limited announced dividend of AUD 0.10000000 per share for the six months ended June 24, 2023. Ex-date is September 14, 2023. Record date is September 15, 2023. Payment date is October 5, 2023.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.16 (vs AU$0.094 in FY 2022)Full year 2023 results: EPS: AU$0.16 (up from AU$0.094 in FY 2022). Revenue: AU$3.05b (up 12% from FY 2022). Net income: AU$60.4m (up 72% from FY 2022). Profit margin: 2.0% (up from 1.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 24Inghams Group Limited Announces Executive AppointmentsInghams Group Limited announced that Marta Kielich has been appointed as Group Legal Counsel & Company Secretary effective 24 July 23. Marta Kielich will be responsible under the Listing Rule 12.6 for Inghams Communication with the ASX in relation to Listing Rule matters. Gary Mallett, CFO will also continue to be the Company Secretary of the Company.
Board Change • Jul 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Tim Longstaff was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 08Upcoming dividend of AU$0.045 per share at 2.1% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 06 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.6%).
Reported Earnings • Feb 18First half 2023 earnings released: EPS: AU$0.046 (vs AU$0.10 in 1H 2022)First half 2023 results: EPS: AU$0.046 (down from AU$0.10 in 1H 2022). Revenue: AU$1.51b (up 8.9% from 1H 2022). Net income: AU$17.2m (down 55% from 1H 2022). Profit margin: 1.1% (down from 2.8% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 18Inghams Group Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended December 24, 2022, Payable on April 4, 2023Inghams Group Limited announced fully franked ordinary dividend of AUD 0.04500000 per share for the six months ended December 24, 2022. Record date is March 16, 2023. Ex-date is March 15, 2023. Payment date is April 4, 2023.
お知らせ • Dec 12Inghams Group Limited to Report First Half, 2023 Results on Feb 17, 2023Inghams Group Limited announced that they will report first half, 2023 results on Feb 17, 2023
Recent Insider Transactions • Aug 27Independent Non-Executive Director recently bought AU$53k worth of stockOn the 24th of August, Robert Gordon bought around 20k shares on-market at roughly AU$2.65 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$389k more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 20Full year 2022 earnings released: EPS: AU$0.094 (vs AU$0.22 in FY 2021)Full year 2022 results: EPS: AU$0.094 (down from AU$0.22 in FY 2021). Revenue: AU$2.71b (up 1.7% from FY 2021). Net income: AU$35.1m (down 58% from FY 2021). Profit margin: 1.3% (down from 3.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.5%, compared to a 15% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.
Buying Opportunity • Aug 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be AU$3.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 34% per annum over the same time period.
Recent Insider Transactions • Mar 24Non-Executive Director recently bought AU$69k worth of stockOn the 17th of March, Robyn Stubbs bought around 23k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$316k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 22Non-Executive Director recently bought AU$69k worth of stockOn the 17th of March, Robyn Stubbs bought around 23k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$316k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 15Independent Non-Executive Director recently bought AU$75k worth of stockOn the 11th of March, Helen Elizabeth Nash bought around 25k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Mar 09Upcoming dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (3.1%).
Recent Insider Transactions • Feb 25Non-Executive Director recently bought AU$100k worth of stockOn the 23rd of February, Timothy Longstaff bought around 30k shares on-market at roughly AU$3.34 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$163k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 21First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.10 (up from AU$0.095 in 1H 2021). Revenue: AU$1.39b (up 1.8% from 1H 2021). Net income: AU$38.4m (up 8.8% from 1H 2021). Profit margin: 2.8% (up from 2.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 1.7%, compared to a 18% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 07Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 06 October 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (2.9%).
Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.22 (vs AU$0.11 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$2.67b (up 4.4% from FY 2020). Net income: AU$83.3m (up 108% from FY 2020). Profit margin: 3.1% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 19% share price gain to AU$3.74, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Food industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.88 per share.
Reported Earnings • Feb 20First half 2021 earnings released: EPS AU$0.095 (vs AU$0.071 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.36b (up 4.6% from 1H 2020). Net income: AU$35.3m (up 35% from 1H 2020). Profit margin: 2.6% (up from 2.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 19New 90-day high: AU$3.61The company is up 14% from its price of AU$3.17 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.06 per share.
お知らせ • Jan 29Inghams Group Limited to Report First Half, 2021 Results on Feb 19, 2021Inghams Group Limited announced that they will report first half, 2021 results on Feb 19, 2021
Is New 90 Day High Low • Jan 28New 90-day high: AU$3.33The company is up 16% from its price of AU$2.87 on 30 October 2020. The Australian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.07 per share.
Is New 90 Day High Low • Oct 28New 90-day low: AU$2.90The company is down 14% from its price of AU$3.36 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.85 per share.
お知らせ • Jul 23Inghams Group Limited to Report Fiscal Year 2020 Results on Aug 21, 2020Inghams Group Limited announced that they will report fiscal year 2020 results at 9:00 AM, AUS Central Standard Time on Aug 21, 2020
お知らせ • Jul 22Inghams Group Limited Temporarily Closes Plant Thomastown VICInghams Group Limited announced that five employees at its Thomastown Further Processing Plant in Victoria have returned positive test results for COVID-19. The site has been temporarily closed with all employees requested to self-isolate at home. Ingham's has been working with the Victorian Department of Health to ensure all appropriate protocols are in place. Contingency plans for plant closures have been in place for a number of months. Ingham's other sites across Australia remain in operation. Ingham's New Zealand operations remain unaffected. Ingham's will be working with its customers to minimise supply chain disruptions and to ensure that Inghams products remain available to consumers around Australia.