View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsCSR 配当と自社株買い配当金 基準チェック /06CSR現在配当金を支払っていません。主要情報0%配当利回り0.1%バイバック利回り総株主利回り0.1%将来の配当利回り3.5%配当成長6.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Jun 14Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 01 July 2024. The company last paid an ordinary dividend in May 2014. The average dividend yield among industry peers is 2.3%.お知らせ • May 29CSR Limited Determines to Pay A Fully Franked CSR Permitted Dividend, Payable on 1 July 2024CSR Limited determined to pay a fully franked CSR Permitted Dividend of $0.12 cash per CSR Share prior to implementation of the Scheme, conditional on the Scheme becoming Effective. CSR Permitted Dividend Ex-Dividend Date is 21 June 2024. CSR Permitted Dividend Record Date is 24 June 2024. CSR Permitted Dividend Payment Date is 1 July 2024.お知らせ • Nov 03CSR Limited Announces Interim Dividend for the Fiscal Year Ending March 31, 2024, Payable on 7 December 2023CSR Limited announced interim dividend of 15.0 cents for the fiscal year ending March 31, 2024 against 16.5 cents a year ago. Record date for determining entitlements to interim dividends is 8 November 2023 and Interim dividend payment date is 7 December 2023. Ex Date is November 7, 2023.お知らせ • May 11CSR Limited Announces Dividend for the Period of Six Months Ended 31 March 2023, Payable on 3 July 2023CSR Limited announced dividend of AUD 0.20000000 per share for the period of six months ended 31 March 2023. Scheduled dates are as follows: Ex Date 26 May 2023, Record Date 29 May 2023 and Payment Date 3 July 2023.お知らせ • Nov 05CSR Limited Announces Cash Dividend Relates to Period of Six Months Ended 30 September 2022, Payable on 09 December 2022CSR Limited announced cash dividend of AUD 0.16500000 relates to period of six months ended 30 September 2022. The dividend payable on 09 December 2022 with record date of 10 November 2022 and ex-date is 09 November 2022. The ordinary dividend fully franked.すべての更新を表示Recent updatesNew Risk • Jul 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).お知らせ • Jun 20+ 4 more updatesCSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)CSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)Upcoming Dividend • Jun 14Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 01 July 2024. The company last paid an ordinary dividend in May 2014. The average dividend yield among industry peers is 2.3%.お知らせ • May 29CSR Limited Determines to Pay A Fully Franked CSR Permitted Dividend, Payable on 1 July 2024CSR Limited determined to pay a fully franked CSR Permitted Dividend of $0.12 cash per CSR Share prior to implementation of the Scheme, conditional on the Scheme becoming Effective. CSR Permitted Dividend Ex-Dividend Date is 21 June 2024. CSR Permitted Dividend Record Date is 24 June 2024. CSR Permitted Dividend Payment Date is 1 July 2024.New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 15Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.46 in FY 2023)Full year 2024 results: EPS: AU$0.48 (up from AU$0.46 in FY 2023). Revenue: AU$2.63b (flat on FY 2023). Net income: AU$231.0m (up 5.7% from FY 2023). Profit margin: 8.8% (up from 8.4% in FY 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to AU$8.80. The fair value is estimated to be AU$7.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.お知らせ • Feb 23Saint Gobain in Talks to Buy Australia's CSRFrench building materials producer Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) is exploring a potential acquisition of CSR Limited (ASX:CSR), people familiar with the matter said, sending shares of the Australian company up the most in nearly 32 years. The two companies have held initial talks and are working with advisers to reach a deal, said the people, who asked not to be identified because the matter is private. Paris-based St. Gobain has lined up financing for a potential transaction, the people said.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$7.96, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Basic Materials industry in Australia. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$7.83 per share.お知らせ • Feb 10CSR Limited, Annual General Meeting, Jun 27, 2024CSR Limited, Annual General Meeting, Jun 27, 2024.お知らせ • Feb 09CSR Limited to Report Fiscal Year 2024 Results on May 15, 2024CSR Limited announced that they will report fiscal year 2024 results on May 15, 2024Buying Opportunity • Nov 18Now 20% undervaluedOver the last 90 days, the stock is up 3.7%. The fair value is estimated to be AU$7.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.お知らせ • Nov 03CSR Limited Announces Interim Dividend for the Fiscal Year Ending March 31, 2024, Payable on 7 December 2023CSR Limited announced interim dividend of 15.0 cents for the fiscal year ending March 31, 2024 against 16.5 cents a year ago. Record date for determining entitlements to interim dividends is 8 November 2023 and Interim dividend payment date is 7 December 2023. Ex Date is November 7, 2023.Reported Earnings • Nov 03First half 2024 earnings released: EPS: AU$0.19 (vs AU$0.21 in 1H 2023)First half 2024 results: EPS: AU$0.19 (down from AU$0.21 in 1H 2023). Revenue: AU$1.37b (up 5.4% from 1H 2023). Net income: AU$91.5m (down 12% from 1H 2023). Profit margin: 6.7% (down from 8.0% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials 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 only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Sep 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nigel Garrard was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 02CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd on September 1, 2023.Buying Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be AU$6.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 0.7% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.お知らせ • Jul 06CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.お知らせ • Jun 14CSR Limited Announces the Appointment of Sara Lom as Chief Financial OfficerCSR Limited announced the appointment of Sara Lom as Chief Financial Officer (CFO). Ms Lom is currently Group Financial Controller at CSR having joined the company in 2015. Her experience at CSR includes leading the company's financial and management reporting teams as well as tax, internal audit and insurance. Her previous roles include ASX-listed company experience as General Manager Group Finance at Helloworld Travel Limited. She has also held audit and transaction advisory roles with a number of ASX-listed companies during her 10 years' experience at PWC. This appointment follows the announcement in March 2023, that current CSR CFO and EGM Property and Aluminium David Fallu will be leaving the company in September 2023 to take on the CFO role at another ASX-listed company. Sara will begin the transition process with outgoing CFO David Fallu over the next three months before taking over the CFO role in September 2023. As part of the transition process, CSR's teams in the Property business and Aluminium investment will return to reporting directly to Julie Coates.Recent Insider Transactions • Jun 06CEO, MD & Executive Director recently sold AU$556k worth of stockOn the 30th of May, Julie Coates sold around 110k shares on-market at roughly AU$5.05 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Julie has been a net seller over the last 12 months, reducing personal holdings by AU$551k.Recent Insider Transactions • May 19Non-Executive Director recently bought AU$105k worth of stockOn the 15th of May, Adam Tindall bought around 20k shares on-market at roughly AU$5.25 per share. This transaction increased Adam's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$115k more in shares than they have sold in the last 12 months.お知らせ • May 11CSR Limited Announces Dividend for the Period of Six Months Ended 31 March 2023, Payable on 3 July 2023CSR Limited announced dividend of AUD 0.20000000 per share for the period of six months ended 31 March 2023. Scheduled dates are as follows: Ex Date 26 May 2023, Record Date 29 May 2023 and Payment Date 3 July 2023.Buying Opportunity • May 10Now 22% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$6.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to decline by 0.5% per annum. Earnings is also forecast to decline by 0.7% per annum over the same time period.Buying Opportunity • Apr 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$6.54, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings is also forecast to decline by 1.8% per annum over the same time period.Buying Opportunity • Mar 08Now 22% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be AU$6.46, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings is also forecast to decline by 1.9% per annum over the same time period.Buying Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be AU$6.36, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.6% per annum. Earnings is also forecast to decline by 1.9% per annum over the same time period.お知らせ • Nov 16CSR Limited Announces Executive ChangesCSR Limited announced that Christine Holman has retired from the board as a Non-Executive Director, effective from 16 November 2022. Ms. Holman has been a Non-Executive Director of CSR since 2016. Current Non-Executive Director, Nigel Garrard, will assume Ms. Holman's role as Chair of the Safety & Sustainability Committee. CSR previously announced that Mr. Adam Tindall will join the board as a Non-Executive Director, effective 16 January 2023.Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be AU$5.73, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings is also forecast to decline by 0.4% per annum over the same time period.お知らせ • Nov 08CSR Limited Appoints Adam Tindall as Non-Executive Director, Effective 16 January 2023CSR Limited announced that Adam Tindall has been appointed to theboard as a Non-Executive Director, effective 16 January 2023. Mr. Tindall has over 30 years' experience in investment management, real estate and development. He was the Chief Executive Officer of AMP Capital from 2015 to 2020 where he was responsible for leading a global team overseeing funds across a range of investment asset classes. Mr. Tindall's prior roles at AMP capital included Director and Chief Investment Officer for Property, leading a team managing a $19 billion portfolio of real estate and development investments. Prior to 2009, Mr. Tindall heldsenior leadership roles at Macquarie Capital and Lendlease. Mr. Tindall is also a Non-Executive Director of Stockland (incorporating Stockland Corporation Limited and Stockland Trust).Mr. Tindall will become a member of CSR's Risk & Audit Committee and the Safety &Sustainability Committee. He will stand for election to the board at CSR's next AnnualGeneral Meeting in June 2023.お知らせ • Nov 05CSR Limited Announces Cash Dividend Relates to Period of Six Months Ended 30 September 2022, Payable on 09 December 2022CSR Limited announced cash dividend of AUD 0.16500000 relates to period of six months ended 30 September 2022. The dividend payable on 09 December 2022 with record date of 10 November 2022 and ex-date is 09 November 2022. The ordinary dividend fully franked.Reported Earnings • Nov 05First half 2023 earnings released: EPS: AU$0.21 (vs AU$0.32 in 1H 2022)First half 2023 results: EPS: AU$0.21 (down from AU$0.32 in 1H 2022). Revenue: AU$1.30b (up 14% from 1H 2022). Net income: AU$104.0m (down 34% from 1H 2022). Profit margin: 8.0% (down from 14% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.決済の安定と成長配当データの取得安定した配当: CSRの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: CSRの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場CSR 配当利回り対市場CSR 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (CSR)0%市場下位25% (AU)2.8%市場トップ25% (AU)6.9%業界平均 (Basic Materials)2.0%アナリスト予想 (CSR) (最長3年)3.5%注目すべき配当: CSRは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: CSRは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: CSR Australian市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: CSRが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YAU 市場の強力な配当支払い企業。View Management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2024/07/09 08:21終値2024/06/19 00:00収益2024/03/31年間収益2024/03/31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CSR Limited 7 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。12 アナリスト機関Shaurya VisenBofA Global ResearchAndrew ScottCGS InternationalSamuel SeowCitigroup Inc9 その他のアナリストを表示
Upcoming Dividend • Jun 14Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 01 July 2024. The company last paid an ordinary dividend in May 2014. The average dividend yield among industry peers is 2.3%.
お知らせ • May 29CSR Limited Determines to Pay A Fully Franked CSR Permitted Dividend, Payable on 1 July 2024CSR Limited determined to pay a fully franked CSR Permitted Dividend of $0.12 cash per CSR Share prior to implementation of the Scheme, conditional on the Scheme becoming Effective. CSR Permitted Dividend Ex-Dividend Date is 21 June 2024. CSR Permitted Dividend Record Date is 24 June 2024. CSR Permitted Dividend Payment Date is 1 July 2024.
お知らせ • Nov 03CSR Limited Announces Interim Dividend for the Fiscal Year Ending March 31, 2024, Payable on 7 December 2023CSR Limited announced interim dividend of 15.0 cents for the fiscal year ending March 31, 2024 against 16.5 cents a year ago. Record date for determining entitlements to interim dividends is 8 November 2023 and Interim dividend payment date is 7 December 2023. Ex Date is November 7, 2023.
お知らせ • May 11CSR Limited Announces Dividend for the Period of Six Months Ended 31 March 2023, Payable on 3 July 2023CSR Limited announced dividend of AUD 0.20000000 per share for the period of six months ended 31 March 2023. Scheduled dates are as follows: Ex Date 26 May 2023, Record Date 29 May 2023 and Payment Date 3 July 2023.
お知らせ • Nov 05CSR Limited Announces Cash Dividend Relates to Period of Six Months Ended 30 September 2022, Payable on 09 December 2022CSR Limited announced cash dividend of AUD 0.16500000 relates to period of six months ended 30 September 2022. The dividend payable on 09 December 2022 with record date of 10 November 2022 and ex-date is 09 November 2022. The ordinary dividend fully franked.
New Risk • Jul 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
お知らせ • Jun 20+ 4 more updatesCSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)CSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Jun 14Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 01 July 2024. The company last paid an ordinary dividend in May 2014. The average dividend yield among industry peers is 2.3%.
お知らせ • May 29CSR Limited Determines to Pay A Fully Franked CSR Permitted Dividend, Payable on 1 July 2024CSR Limited determined to pay a fully franked CSR Permitted Dividend of $0.12 cash per CSR Share prior to implementation of the Scheme, conditional on the Scheme becoming Effective. CSR Permitted Dividend Ex-Dividend Date is 21 June 2024. CSR Permitted Dividend Record Date is 24 June 2024. CSR Permitted Dividend Payment Date is 1 July 2024.
New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.46 in FY 2023)Full year 2024 results: EPS: AU$0.48 (up from AU$0.46 in FY 2023). Revenue: AU$2.63b (flat on FY 2023). Net income: AU$231.0m (up 5.7% from FY 2023). Profit margin: 8.8% (up from 8.4% in FY 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to AU$8.80. The fair value is estimated to be AU$7.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
お知らせ • Feb 23Saint Gobain in Talks to Buy Australia's CSRFrench building materials producer Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) is exploring a potential acquisition of CSR Limited (ASX:CSR), people familiar with the matter said, sending shares of the Australian company up the most in nearly 32 years. The two companies have held initial talks and are working with advisers to reach a deal, said the people, who asked not to be identified because the matter is private. Paris-based St. Gobain has lined up financing for a potential transaction, the people said.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$7.96, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Basic Materials industry in Australia. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$7.83 per share.
お知らせ • Feb 10CSR Limited, Annual General Meeting, Jun 27, 2024CSR Limited, Annual General Meeting, Jun 27, 2024.
お知らせ • Feb 09CSR Limited to Report Fiscal Year 2024 Results on May 15, 2024CSR Limited announced that they will report fiscal year 2024 results on May 15, 2024
Buying Opportunity • Nov 18Now 20% undervaluedOver the last 90 days, the stock is up 3.7%. The fair value is estimated to be AU$7.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
お知らせ • Nov 03CSR Limited Announces Interim Dividend for the Fiscal Year Ending March 31, 2024, Payable on 7 December 2023CSR Limited announced interim dividend of 15.0 cents for the fiscal year ending March 31, 2024 against 16.5 cents a year ago. Record date for determining entitlements to interim dividends is 8 November 2023 and Interim dividend payment date is 7 December 2023. Ex Date is November 7, 2023.
Reported Earnings • Nov 03First half 2024 earnings released: EPS: AU$0.19 (vs AU$0.21 in 1H 2023)First half 2024 results: EPS: AU$0.19 (down from AU$0.21 in 1H 2023). Revenue: AU$1.37b (up 5.4% from 1H 2023). Net income: AU$91.5m (down 12% from 1H 2023). Profit margin: 6.7% (down from 8.0% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Sep 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nigel Garrard was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 02CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd on September 1, 2023.
Buying Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be AU$6.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 0.7% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.
お知らせ • Jul 06CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.
お知らせ • Jun 14CSR Limited Announces the Appointment of Sara Lom as Chief Financial OfficerCSR Limited announced the appointment of Sara Lom as Chief Financial Officer (CFO). Ms Lom is currently Group Financial Controller at CSR having joined the company in 2015. Her experience at CSR includes leading the company's financial and management reporting teams as well as tax, internal audit and insurance. Her previous roles include ASX-listed company experience as General Manager Group Finance at Helloworld Travel Limited. She has also held audit and transaction advisory roles with a number of ASX-listed companies during her 10 years' experience at PWC. This appointment follows the announcement in March 2023, that current CSR CFO and EGM Property and Aluminium David Fallu will be leaving the company in September 2023 to take on the CFO role at another ASX-listed company. Sara will begin the transition process with outgoing CFO David Fallu over the next three months before taking over the CFO role in September 2023. As part of the transition process, CSR's teams in the Property business and Aluminium investment will return to reporting directly to Julie Coates.
Recent Insider Transactions • Jun 06CEO, MD & Executive Director recently sold AU$556k worth of stockOn the 30th of May, Julie Coates sold around 110k shares on-market at roughly AU$5.05 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Julie has been a net seller over the last 12 months, reducing personal holdings by AU$551k.
Recent Insider Transactions • May 19Non-Executive Director recently bought AU$105k worth of stockOn the 15th of May, Adam Tindall bought around 20k shares on-market at roughly AU$5.25 per share. This transaction increased Adam's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$115k more in shares than they have sold in the last 12 months.
お知らせ • May 11CSR Limited Announces Dividend for the Period of Six Months Ended 31 March 2023, Payable on 3 July 2023CSR Limited announced dividend of AUD 0.20000000 per share for the period of six months ended 31 March 2023. Scheduled dates are as follows: Ex Date 26 May 2023, Record Date 29 May 2023 and Payment Date 3 July 2023.
Buying Opportunity • May 10Now 22% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$6.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to decline by 0.5% per annum. Earnings is also forecast to decline by 0.7% per annum over the same time period.
Buying Opportunity • Apr 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$6.54, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings is also forecast to decline by 1.8% per annum over the same time period.
Buying Opportunity • Mar 08Now 22% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be AU$6.46, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings is also forecast to decline by 1.9% per annum over the same time period.
Buying Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be AU$6.36, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.6% per annum. Earnings is also forecast to decline by 1.9% per annum over the same time period.
お知らせ • Nov 16CSR Limited Announces Executive ChangesCSR Limited announced that Christine Holman has retired from the board as a Non-Executive Director, effective from 16 November 2022. Ms. Holman has been a Non-Executive Director of CSR since 2016. Current Non-Executive Director, Nigel Garrard, will assume Ms. Holman's role as Chair of the Safety & Sustainability Committee. CSR previously announced that Mr. Adam Tindall will join the board as a Non-Executive Director, effective 16 January 2023.
Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be AU$5.73, 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 grown by 32%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings is also forecast to decline by 0.4% per annum over the same time period.
お知らせ • Nov 08CSR Limited Appoints Adam Tindall as Non-Executive Director, Effective 16 January 2023CSR Limited announced that Adam Tindall has been appointed to theboard as a Non-Executive Director, effective 16 January 2023. Mr. Tindall has over 30 years' experience in investment management, real estate and development. He was the Chief Executive Officer of AMP Capital from 2015 to 2020 where he was responsible for leading a global team overseeing funds across a range of investment asset classes. Mr. Tindall's prior roles at AMP capital included Director and Chief Investment Officer for Property, leading a team managing a $19 billion portfolio of real estate and development investments. Prior to 2009, Mr. Tindall heldsenior leadership roles at Macquarie Capital and Lendlease. Mr. Tindall is also a Non-Executive Director of Stockland (incorporating Stockland Corporation Limited and Stockland Trust).Mr. Tindall will become a member of CSR's Risk & Audit Committee and the Safety &Sustainability Committee. He will stand for election to the board at CSR's next AnnualGeneral Meeting in June 2023.
お知らせ • Nov 05CSR Limited Announces Cash Dividend Relates to Period of Six Months Ended 30 September 2022, Payable on 09 December 2022CSR Limited announced cash dividend of AUD 0.16500000 relates to period of six months ended 30 September 2022. The dividend payable on 09 December 2022 with record date of 10 November 2022 and ex-date is 09 November 2022. The ordinary dividend fully franked.
Reported Earnings • Nov 05First half 2023 earnings released: EPS: AU$0.21 (vs AU$0.32 in 1H 2022)First half 2023 results: EPS: AU$0.21 (down from AU$0.32 in 1H 2022). Revenue: AU$1.30b (up 14% from 1H 2022). Net income: AU$104.0m (down 34% from 1H 2022). Profit margin: 8.0% (down from 14% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.