Orora Limited

ASX:ORA 株式レポート

時価総額:AU$1.6b

Orora マネジメント

マネジメント 基準チェック /34

Ororaの CEO はBrian Loweで、 Oct2019年に任命され、 の在任期間は 6.67年です。 の年間総報酬はA$ 3.16Mで、 44.9%給与と55.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値はA$ 2.01M 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と4.2年です。

主要情報

Brian Lowe

最高経営責任者

AU$3.2m

報酬総額

CEO給与比率44.93%
CEO在任期間6.7yrs
CEOの所有権0.1%
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間4.2yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 05

ORA: Incoming CFO Appointment Will Support Undervalued Re Rating Potential

Analysts now place Orora's price target at A$1.84, slightly below the prior A$1.86. The revision reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that are only modestly different from earlier views.
ナラティブの更新 May 20

ORA: Incoming CFO Appointment Will Support Re Rating Potential

Analysts have maintained their fair value target for Orora at A$1.86, with only modest adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E contributing to the updated price target narrative. What's in the News Orora appointed Paul Victor as Chief Financial Officer, effective November 4, 2026, following a search to replace outgoing CFO Shaun Hughes after six years with the company (Key Developments).
新しいナラティブ Apr 27

Cans Expansion And Cost Programs Will Support Stable Margins And Fair Long Term Prospects

Catalysts About Orora Orora is a packaging company focused on beverage cans and premium glass for wine and spirits. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 25

ORA: Buyback Plan And FY26 EBIT Focus Will Support Re Rating

Analysts have trimmed their price target on Orora from A$2.21 to A$1.86 to reflect updated assumptions for revenue growth, profit margins, valuation multiples and a neutral stance in recent research coverage. Analyst Commentary Street research with a neutral view on Orora focuses on how execution on revenue growth and margins could influence whether the shares trade closer to, or away from, revised valuation assumptions around A$1.86.
新しいナラティブ Apr 10

Expanded Beverage Can Capacity And Premium Glass Demand Will Drive Stronger Future Performance

Catalysts About Orora Orora supplies beverage packaging, focused on aluminum cans and premium glass for wine and spirits customers across key global markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 09

ORA: Neutral Stance And Buybacks Will Shape Future Market Re-Rating

Analysts have trimmed their price target for Orora from A$2.38 to A$2.21, reflecting a mix of slightly higher expected revenue growth, lower margin assumptions, a modestly higher discount rate, and a higher future P/E multiple following recent neutral research coverage. Analyst Commentary Recent neutral coverage on Orora has centred on how the revised A$2.21 price target lines up with the company’s execution risks and earnings profile, as well as where its P/E sits versus peers and its own history.
ナラティブの更新 Feb 13

ORA: Neutral Stance And Buybacks Will Shape Future Market Re-Rating

Analysts have trimmed their price target on Orora to about A$2.38 from roughly A$2.48. This reflects updated views on growth, profitability, and the appropriate P/E multiple following recent neutral research coverage.
分析記事 Jan 20

What You Can Learn From Orora Limited's (ASX:ORA) P/E

With a price-to-earnings (or "P/E") ratio of 39.3x Orora Limited ( ASX:ORA ) may be sending very bearish signals at the...
分析記事 Dec 09

Orora (ASX:ORA) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Aug 16

Orora (ASX:ORA) Is Due To Pay A Dividend Of A$0.05

Orora Limited ( ASX:ORA ) will pay a dividend of A$0.05 on the 7th of October. This makes the dividend yield 4.3...
ナラティブの更新 Aug 16

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

The consensus price target for Orora has been raised to A$2.48, primarily reflecting a significant improvement in revenue growth forecasts from -22.6% to 4.1% and a lower projected future P/E multiple. Valuation Changes Summary of Valuation Changes for Orora The Consensus Analyst Price Target has risen from A$2.31 to A$2.48.
分析記事 Aug 14

Orora (ASX:ORA) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Mar 31

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 91% Above Its Share Price

Key Insights Orora's estimated fair value is AU$3.59 based on 2 Stage Free Cash Flow to Equity Orora's AU$1.88 share...
User avatar
新しいナラティブ Mar 17

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

Strategic divestitures and facility optimizations aim to enhance operational efficiency and net margins, supporting revenue growth and earnings improvement.
分析記事 Feb 14

Orora Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Orora Limited ( ASX:ORA ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
分析記事 Dec 24

Earnings Working Against Orora Limited's (ASX:ORA) Share Price

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
分析記事 Jun 17

Risks To Shareholder Returns Are Elevated At These Prices For Orora Limited (ASX:ORA)

There wouldn't be many who think Orora Limited's ( ASX:ORA ) price-to-earnings (or "P/E") ratio of 18x is worth a...
分析記事 Mar 14

These 4 Measures Indicate That Orora (ASX:ORA) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Feb 20

Orora Limited Just Missed EPS By 41%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Orora Limited ( ASX:ORA ), which a week ago released some disappointing...
分析記事 Jan 26

Orora Limited's (ASX:ORA) Shares May Have Run Too Fast Too Soon

There wouldn't be many who think Orora Limited's ( ASX:ORA ) price-to-earnings (or "P/E") ratio of 18.2x is worth a...
分析記事 Dec 04

Analysts Are Betting On Orora Limited (ASX:ORA) With A Big Upgrade This Week

Shareholders in Orora Limited ( ASX:ORA ) may be thrilled to learn that the analysts have just delivered a major...
分析記事 Aug 24

Orora (ASX:ORA) Is Increasing Its Dividend To A$0.09

Orora Limited ( ASX:ORA ) will increase its dividend from last year's comparable payment on the 9th of October to...
分析記事 Jun 22

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 92% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orora fair value estimate is AU$6.33 Orora's AU$3.30 share...
分析記事 Mar 31

These 4 Measures Indicate That Orora (ASX:ORA) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Feb 20

Orora (ASX:ORA) Is Increasing Its Dividend To A$0.085

Orora Limited ( ASX:ORA ) has announced that it will be increasing its periodic dividend on the 12th of April to...
分析記事 Dec 13

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 95% Above Its Share Price

Does the December share price for Orora Limited ( ASX:ORA ) reflect what it's really worth? Today, we will estimate the...
分析記事 Oct 05

Does Orora (ASX:ORA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Sep 20

If EPS Growth Is Important To You, Orora (ASX:ORA) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Jun 06

Does Orora (ASX:ORA) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Apr 28

Is Orora Limited (ASX:ORA) Trading At A 50% Discount?

Today we will run through one way of estimating the intrinsic value of Orora Limited ( ASX:ORA ) by estimating the...

CEO報酬分析

Orora の収益と比較して、Brian Lowe の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025n/an/a

AU$125m

Sep 30 2025n/an/a

AU$96m

Jun 30 2025AU$3mAU$1m

AU$66m

Mar 31 2025n/an/a

AU$69m

Dec 31 2024n/an/a

AU$72m

Sep 30 2024n/an/a

AU$81m

Jun 30 2024AU$3mAU$1m

AU$90m

Mar 31 2024n/an/a

AU$92m

Dec 31 2023n/an/a

AU$94m

Sep 30 2023n/an/a

AU$140m

Jun 30 2023AU$3mAU$1m

AU$185m

Mar 31 2023n/an/a

AU$189m

Dec 31 2022n/an/a

AU$193m

Sep 30 2022n/an/a

AU$190m

Jun 30 2022AU$3mAU$1m

AU$187m

Mar 31 2022n/an/a

AU$168m

Dec 31 2021n/an/a

AU$148m

Sep 30 2021n/an/a

AU$139m

Jun 30 2021AU$2mAU$1m

AU$130m

Mar 31 2021n/an/a

AU$82m

Dec 31 2020n/an/a

AU$35m

Sep 30 2020n/an/a

AU$31m

Jun 30 2020AU$2mAU$922k

AU$27m

報酬と市場: Brianの 総報酬 ($USD 2.22M ) は、 Australian市場 ($USD 1.14M ) の同規模の企業の平均を上回っています。

報酬と収益: Brianの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Brian Lowe

6.7yrs
在職期間
AU$3,159,325
報酬

Mr. Brian Phillip Lowe, MBA, serves as Managing Director, Chief Executive Officer and Director at Orora Limited since October 1, 2019. Mr. Lowe served as Group General Manager of Fibre at Orora Limited sin...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Brian Lowe
CEO, MD & Director6.7yrsAU$3.16m0.13%
A$ 2.0m
Shaun Hughes
Chief Financial Officer5.7yrsAU$1.91m0.028%
A$ 442.3k
Ann Stubbings
Chief Safetyno dataデータなしデータなし
Angela Di Iorio
Chief People Officer2.4yrsデータなしデータなし
Emmanuel Ladent
President of Global Glass Businessless than a yearデータなしデータなし
Susannah Hodgens
Additional Company Secretary2.3yrsデータなしデータなし
2.4yrs
平均在職期間

経験豊富な経営陣: ORAの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Brian Lowe
CEO, MD & Director6.7yrsAU$3.16m0.13%
A$ 2.0m
Claude-Alain Tardy
Independent Non-Executive Director2.5yrsAU$241.18k0.0087%
A$ 140.0k
Michael Fraser
Independent Non-Executive Director4.2yrsAU$235.12k0.013%
A$ 216.1k
Thomas Gorman
Independent Non-Executive Director6.8yrsAU$235.12k0.0092%
A$ 148.0k
Alan Robert Sindel
Independent Non-Executive Chairman7.3yrsAU$426.54k0.018%
A$ 281.5k
Jacqueline McArthur
Independent Non-Executive Director1.2yrsAU$53.52k0.0029%
A$ 45.9k
Sarah Hofman
Independent Non-Executive Director2.3yrsAU$240.14k0.0024%
A$ 39.3k
4.2yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: ORAの 取締役会経験豊富 であると考えられます ( 4.2年の平均在任期間)。


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2026/06/10 10:25
終値2026/06/10 00:00
収益2025/12/31
年間収益2025/06/30

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Orora Limited 12 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。17

アナリスト機関
Benjamin BrayshawBarrenjoey Markets Pty Limited
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited
Niraj-Samip ShahCGS International