IVE Group（IGL）株式概要IVEグループ・リミテッドはオーストラリアでマーケティング事業を行っている。 詳細IGL ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績4/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より36.6%で取引されている 収益は年間18.92%増加すると予測されています 過去1年間で収益は5.5%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析多額の負債を抱えている 不安定な配当実績 すべてのリスクチェックを見るIGL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$2.6218.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-13m1b2016201920222025202620282031Revenue AU$1.1bEarnings AU$53.7mAdvancedSet Fair ValueView all narrativesIVE Group Limited 競合他社oOh!mediaSymbol: ASX:OMLMarket cap: AU$666.0mMotioSymbol: ASX:MXOMarket cap: AU$14.6mEnero GroupSymbol: ASX:EGGMarket cap: AU$29.0mSouthern Cross Media GroupSymbol: ASX:SXLMarket cap: AU$275.3m価格と性能株価の高値、安値、推移の概要IVE Group過去の株価現在の株価AU$2.6252週高値AU$3.2352週安値AU$2.46ベータ0.511ヶ月の変化-1.32%3ヶ月変化-15.76%1年変化2.34%3年間の変化20.46%5年間の変化75.25%IPOからの変化37.89%最新ニュースお知らせ • Feb 25+ 2 more updatesIVE Group Limited Announces the Appointment of Mark Bayliss as an Independent Non-Executive Director, Effective 1 March 2026IVE Group Limited announced the appointment of Mr. Mark Bayliss as an independent Non-Executive Director. Mr. Bayliss' appointment will take effect on 1 March 2026. Mark is a highly experienced senior executive with experience in a variety of C-suite roles across listed companies, private equity buyouts and turnarounds in Australia, New Zealand, UK and US. Mark's experience includes advertising and marketing services, media and publishing, retail, e-commerce, technology, manufacturing and logistics. Mark was most recently Executive Chairman and CEO of ASX listed A2B Ltd, a leading personal transportation and technology provider. Previous ASX listed roles include executive Chairman of business technology group CSG Ltd, CEO of Grays eCommerce Group and CFO of Fairfax Media Ltd. Mark has extensive private equity experience and was one of the founding partners of Anchorage Capital Partners. He has a Bachelor of Science from the London School of Economics and is a chartered accountant.お知らせ • Jan 22IVE Group Limited to Report First Half, 2026 Results on Feb 25, 2026IVE Group Limited announced that they will report first half, 2026 results on Feb 25, 2026Board Change • Dec 24Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 11IVE Group Limited, Annual General Meeting, Nov 25, 2025IVE Group Limited, Annual General Meeting, Nov 25, 2025.Declared Dividend • Aug 28Final dividend of AU$0.085 announcedDividend of AU$0.085 is the same as last year. Ex-date: 9th September 2025 Payment date: 16th October 2025 Dividend yield will be 6.5%, which is higher than the industry average of 5.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.6% 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.Board Change • Aug 18Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD & CEO Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • Feb 25+ 2 more updatesIVE Group Limited Announces the Appointment of Mark Bayliss as an Independent Non-Executive Director, Effective 1 March 2026IVE Group Limited announced the appointment of Mr. Mark Bayliss as an independent Non-Executive Director. Mr. Bayliss' appointment will take effect on 1 March 2026. Mark is a highly experienced senior executive with experience in a variety of C-suite roles across listed companies, private equity buyouts and turnarounds in Australia, New Zealand, UK and US. Mark's experience includes advertising and marketing services, media and publishing, retail, e-commerce, technology, manufacturing and logistics. Mark was most recently Executive Chairman and CEO of ASX listed A2B Ltd, a leading personal transportation and technology provider. Previous ASX listed roles include executive Chairman of business technology group CSG Ltd, CEO of Grays eCommerce Group and CFO of Fairfax Media Ltd. Mark has extensive private equity experience and was one of the founding partners of Anchorage Capital Partners. He has a Bachelor of Science from the London School of Economics and is a chartered accountant.お知らせ • Jan 22IVE Group Limited to Report First Half, 2026 Results on Feb 25, 2026IVE Group Limited announced that they will report first half, 2026 results on Feb 25, 2026Board Change • Dec 24Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 11IVE Group Limited, Annual General Meeting, Nov 25, 2025IVE Group Limited, Annual General Meeting, Nov 25, 2025.Declared Dividend • Aug 28Final dividend of AU$0.085 announcedDividend of AU$0.085 is the same as last year. Ex-date: 9th September 2025 Payment date: 16th October 2025 Dividend yield will be 6.5%, which is higher than the industry average of 5.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.6% 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.Board Change • Aug 18Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD & CEO Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 15IVE Group Limited to Report Fiscal Year 2025 Results on Aug 26, 2025IVE Group Limited announced that they will report fiscal year 2025 results on Aug 26, 2025お知らせ • Feb 24+ 1 more updateIVE Group Limited (ASX:IGL) announces an Equity Buyback for AUD 10 million worth of its shares.IVE Group Limited (ASX:IGL) announces a share repurchase program. Under the program, the company will repurchase up to AUD 10 million worth of its shares. The program serves the purpose of efficient capital management initiative. The program will be valid till March 10, 2026. As of February 24, 2025, the company had 154,888,831 shares in issue.お知らせ • Jan 31+ 1 more updatePaul Selig to transition to the role of Non-Executive Director of IVE Group Limited, effective 1 February 2025IVE Group Limited announced that having commenced the transition of the Group's Board towards a more traditional governance structure with the appointment of James Todd as Non-Executive Chairman, IVE Group announced that Executive Director, Paul Selig, will transition to the role of Non-Executive Director, effective 1 February 2025. Paul has been an Executive Director of the Company since October 2017, prior to which he was a Non-Executive Director of the Company.Recent Insider Transactions • Sep 10Independent Non-Executive Chairman recently bought AU$54k worth of stockOn the 5th of September, James Scott Todd bought around 25k shares on-market at roughly AU$2.16 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was James Scott's only on-market trade for the last 12 months.お知らせ • Sep 06IVE Group Limited, Annual General Meeting, Nov 19, 2024IVE Group Limited, Annual General Meeting, Nov 19, 2024.Reported Earnings • Aug 26Full year 2024 earnings released: EPS: AU$0.18 (vs AU$0.11 in FY 2023)Full year 2024 results: EPS: AU$0.18 (up from AU$0.11 in FY 2023). Revenue: AU$972.8m (flat on FY 2023). Net income: AU$27.6m (up 61% from FY 2023). Profit margin: 2.8% (up from 1.8% in FY 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jul 10+ 1 more updateIVE Group Limited to Report Fiscal Year 2024 Results on Aug 26, 2024IVE Group Limited announced that they will report fiscal year 2024 results on Aug 26, 2024お知らせ • May 31IVE Group Limited Announces Management Changes, Effective 1 June 2024IVE Group Limited announced that following the recent passing of companies Executive Chairman, Geoff Selig, the Company announced that non-executive director, James Todd, has been appointed as Chair of the IVE Board. James is an experienced company director, corporate adviser and investor and has worked with IVE Group since prior to the Company's initial public offering in December 2015. He brings extensive knowledge of the Group to the role. James commenced his career in investment banking and has taken active roles in a range of private and public companies. He was until recently Managing Director of Wolseley PrivateEquity, an independent private equity firm he co-founded in 1999. James is also a Non-Executive Director of two other ASX listed companies, Coventry Group Limited and Bapcor Limited. At the same time, the Group's Chief Executive Officer, Matt Aitken, will join the Board as Managing Director. Founding family member, Paul Selig, has reaffirmed his ongoing commitment to the Group andwill remain an Executive Director for the foreseeable future. Changes to the Board are effective 1 June 2024.お知らせ • May 06IVE Group Limited Announces Management ChangesIVE Group Limited's Executive Chairman, Geoff Selig has passed away whilst on holiday in Europe. Geoff's death was caused by unforeseen complications arising from an accident in Barcelona. The board, management, and the whole IVE family expresses its deepest condolences to Geoff's family following this tragic event. Geoff played a major role, over 40 years, in establishing IVE as Australia's leading marketing and communications business, in the process, reshaping the landscape of the Australian printing industry. Gavin Bell, the Company's lead independent director, has been appointed as Interim Chair of the IVE Board.Upcoming Dividend • Mar 06Upcoming dividend of AU$0.095 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 12 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.0%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (5.0%).Declared Dividend • Feb 28First half dividend of AU$0.095 announcedShareholders will receive a dividend of AU$0.095. Ex-date: 13th March 2024 Payment date: 12th April 2024 Dividend yield will be 8.3%, which is higher than the industry average of 5.3%. Sustainability & Growth Dividend is not covered by earnings (184% earnings payout ratio) nor is it covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 105% to bring the payout ratio under control. EPS is expected to grow by 183% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.10 in 1H 2023)First half 2024 results: EPS: AU$0.085 (down from AU$0.10 in 1H 2023). Revenue: AU$507.6m (flat on 1H 2023). Net income: AU$13.0m (down 15% from 1H 2023). Profit margin: 2.6% (down from 3.0% in 1H 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year.お知らせ • Jan 08IVE Group Limited to Report First Half, 2024 Results on Feb 26, 2024IVE Group Limited announced that they will report first half, 2024 results on Feb 26, 2024Board Change • Jan 02Insufficient 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. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Andrew Peter Bird 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.Recent Insider Transactions • Dec 08Executive Chairman recently sold AU$776k worth of stockOn the 1st of December, Geoff Selig sold around 392k shares on-market at roughly AU$1.98 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Geoff's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 01Independent Non-Executive Director recently bought AU$83k worth of stockOn the 27th of November, Andrew Peter Bird bought around 44k shares on-market at roughly AU$1.91 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$797k more in shares than they have sold in the last 12 months.New Risk • Nov 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$9.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 157% Cash payout ratio: 234% Minor Risks Profit margins are more than 30% lower than last year (1.8% net profit margin). Significant insider selling over the past 3 months (AU$9.6m sold).お知らせ • Nov 02IVE Group Limited (ASX:IGL) completed the acquisition of JacPak Pty LtdIVE Group Limited (ASX:IGL) entered into binding agreement to acquire JacPak Pty Ltd for AUD 35 million on October 25, 2023. The total purchase consideration for JacPak is AUD 35 million, AUD 27.9 million payable on completion, AUD 4 million payable as deferred consideration subject to the achievement of performance hurdles over a 12 month period, and the assumption of AUD 3.1 million of equipment finance leases. The deal value represents a multiple of 5.8 x FY23 EBITDA. The purchase consideration payable at completion will be funded via the IVE's recently established acquisition facility. JacPak reported revenue of AUD 45 million for FY23. JacPak will continue to operate as a standalone business from an operational perspective, with the combined teams working closely. Ashley Tomlin, current owner of JacPak, will remain with the business post completion. The agreement is subject to the satisfaction of customary conditions and is scheduled to complete on October 31, 2023. Following the realization of synergies, the business is expected to deliver EBITDA of around AUD 8.4 million and NPAT of around AUD 3 million, giving rise to EPS accretion of approximately 7% (relative to the mid-point of the IVE's FY24 NPAT guidance). Post the realization of synergies, this represents a 4.2 x multiple on the purchase consideration of AUD 35 million. IVE Group Limited (ASX:IGL) completed the acquisition of JacPak Pty Ltd on November 1, 2023.お知らせ • Oct 26IVE Group Limited (ASX:IGL) entered into binding agreement to acquire JacPak Pty Ltd for AUD 35 million.IVE Group Limited (ASX:IGL) entered into binding agreement to acquire JacPak Pty Ltd for AUD 35 million on October 25, 2023. The total purchase consideration for JacPak is AUD 35 million, AUD 27.9 million payable on completion, AUD 4 million payable as deferred consideration subject to the achievement of performance hurdles over a 12 month period, and the assumption of AUD 3.1 million of equipment finance leases. The deal value represents a multiple of 5.8 x FY23 EBITDA. The purchase consideration payable at completion will be funded via the IVE's recently established acquisition facility. JacPak reported revenue of AUD 45 million for FY23. JacPak will continue to operate as a standalone business from an operational perspective, with the combined teams working closely. Ashley Tomlin, current owner of JacPak, will remain with the business post completion. The agreement is subject to the satisfaction of customary conditions and is scheduled to complete on October 31, 2023. Following the realization of synergies, the business is expected to deliver EBITDA of around AUD 8.4 million and NPAT of around AUD 3 million, giving rise to EPS accretion of approximately 7% (relative to the mid-point of the IVE's FY24 NPAT guidance). Post the realization of synergies, this represents a 4.2 x multiple on the purchase consideration of AUD 35 million.お知らせ • Sep 12IVE Group Limited, Annual General Meeting, Nov 20, 2023IVE Group Limited, Annual General Meeting, Nov 20, 2023.Upcoming Dividend • Sep 06Upcoming dividend of AU$0.085 per share at 8.7% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 12 October 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.7%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.4%).お知らせ • Aug 24IVE Group Limited Announces Ordinary Fully Paid Distribution for Six Months Ended June 30, 2023, Payable on October 12, 2023IVE Group Limited announced ordinary fully paid a distribution of AUD 0.08500000 related to a six months ended June 30, 2023. Ex Date is September 13, 2023. Record Date is September 14, 2023. Payment Date is October 12, 2023.Reported Earnings • Aug 24Full year 2023 earnings released: EPS: AU$0.11 (vs AU$0.19 in FY 2022)Full year 2023 results: EPS: AU$0.11 (down from AU$0.19 in FY 2022). Revenue: AU$970.2m (up 28% from FY 2022). Net income: AU$17.1m (down 36% from FY 2022). Profit margin: 1.8% (down from 3.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 27IVE Group Limited to Report Fiscal Year 2023 Results on Aug 24, 2023IVE Group Limited announced that they will report fiscal year 2023 results on Aug 24, 2023Upcoming Dividend • Mar 07Upcoming dividend of AU$0.095 per share at 6.0% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 13 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: 6.0%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (6.6%).Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.10 (vs AU$0.13 in 1H 2022)First half 2023 results: EPS: AU$0.10 (down from AU$0.13 in 1H 2022). Revenue: AU$504.2m (up 32% from 1H 2022). Net income: AU$15.3m (down 16% from 1H 2022). Profit margin: 3.0% (down from 4.8% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 16IVE Group Limited to Report First Half, 2023 Results on Feb 23, 2023IVE Group Limited announced that they will report first half, 2023 results on Feb 23, 2023Upcoming Dividend • Sep 06Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 13 September 2022. Payment date: 13 October 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 7.4%. Within top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (5.9%).Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.19 (vs AU$0.17 in FY 2021)Full year 2022 results: EPS: AU$0.19 (up from AU$0.17 in FY 2021). Revenue: AU$759.0m (up 16% from FY 2021). Net income: AU$26.9m (up 9.1% from FY 2021). Profit margin: 3.5% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.4%, compared to a 5.4% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to AU$2.07, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Media industry in Australia. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to AU$1.74, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Media industry in Australia. Total returns to shareholders of 2.2% over the past three years.Recent Insider Transactions • Jun 11Insider recently bought AU$2.2m worth of stockOn the 6th of June, Ryan Young bought around 1m shares on-market at roughly AU$2.07 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$4.5m. Insiders have collectively bought AU$4.6m more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 29Insider recently bought AU$4.5m worth of stockOn the 27th of May, Anthony Young bought around 2m shares on-market at roughly AU$2.08 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.4m more in shares than they have sold in the last 12 months.Upcoming Dividend • Mar 08Upcoming dividend of AU$0.085 per shareEligible shareholders must have bought the stock before 15 March 2022. Payment date: 14 April 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 8.3%. Within top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (4.6%).Reported Earnings • Feb 28First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.13 (vs AU$0.13 in 1H 2021). Revenue: AU$382.6m (up 12% from 1H 2021). Net income: AU$18.2m (down 3.5% from 1H 2021). Profit margin: 4.8% (down from 5.5% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 7.3%, compared to a 13% 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 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 07Upcoming dividend of AU$0.07 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 14 October 2021. Trailing yield: 8.1%. Within top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (2.9%).Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.12 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$656.5m (down 5.1% from FY 2020). Net income: AU$24.7m (up AU$43.1m from FY 2020). Profit margin: 3.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 02First half 2021 earnings released: EPS AU$0.13 (vs AU$0.078 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$340.8m (down 3.2% from 1H 2020). Net income: AU$18.9m (up 63% from 1H 2020). Profit margin: 5.5% (up from 3.3% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 26New 90-day high: AU$1.47The company is up 13% from its price of AU$1.30 on 27 November 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.19 per share.Is New 90 Day High Low • Dec 29New 90-day high: AU$1.42The company is up 93% from its price of AU$0.73 on 01 October 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.24 per share.Is New 90 Day High Low • Nov 13New 90-day high: AU$0.99The company is up 71% from its price of AU$0.58 on 14 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 49% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$1.77 per share.お知らせ • Oct 30IVE Group Limited Announces Resignation of Carole Campbell from the BoardIVE Group Limited announced that Carole Campbell will be resigning from the Board of IVE at the conclusion of the 2020 Annual General Meeting on 24 November 2020. Carole has been a Non-Executive Director and Chair of IVE's Audit, Risk and Compliance Committee since November 2018. Carole has been reviewing her board commitments and following her appointment as a Non-Executive Director of Southern Cross Media Limited has decided to reduce her board responsibilities.お知らせ • Oct 16Merchant Place Pty Ltd entered into a binding agreement to acquire Pareto Phone Pty Ltd from IVE Group Limited (ASX:IGL) for AUD 16.5 million.Merchant Place Pty Ltd entered into a binding agreement to acquire Pareto Phone Pty Ltd from IVE Group Limited (ASX:IGL) for AUD 16.5 million on October 15, 2020. The consideration is payable in cash on completion and it represents a 5 times multiple of FY20 EBITDA. Post completion, the business will revert back to the Pareto Phone brand and will continue operating as a standalone business with 150 staff based in Fortitude Valley. Pareto Phone has annual revenues of circa AUD 14 million. The transaction is subject to customary conditions. This announcement has been approved by the IVE Group Board. And the completion is due to take place on October 30, 2020. The proceeds of the sale will be used to further strengthen IVE’s balance sheet.お知らせ • Sep 21+ 2 more updatesIVE Group Limited(ASX:IGL) dropped from S&P Global BMI IndexIVE Group Limited(ASX:IGL) dropped from S&P Global BMI Index株主還元IGLAU MediaAU 市場7D-0.8%-0.4%0.08%1Y2.3%-30.7%3.1%株主還元を見る業界別リターン: IGL過去 1 年間で-30.7 % の収益を上げたAustralian Media業界を上回りました。リターン対市場: IGLは、過去 1 年間で3.1 % のリターンをもたらしたAustralianマーケットと一致しました。価格変動Is IGL's price volatile compared to industry and market?IGL volatilityIGL Average Weekly Movement3.9%Media Industry Average Movement9.4%Market Average Movement10.4%10% most volatile stocks in AU Market17.6%10% least volatile stocks in AU Market4.4%安定した株価: IGL 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: IGLの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19212,000Matt Aitkenwww.ivegroup.com.auIVEグループは、オーストラリアでマーケティング事業を展開しています。同社は、印刷物、モバイル、インタラクティブ・メディアにおけるコンセプト・デザインとクリエイティブ・デザイン、マーケティング・オートメーション、マーケティング・メール、パブリケーション・メール、Eコミュニケーション、マルチ・チャネル・ソリューションを含むパーソナライズド・コミュニケーションを提供している。また、カタログ、雑誌、マーケティング、企業広報資料、ステーショナリーの印刷・配布や、小売店向けPOPや大判バナーの製造も行っている。さらに、データ分析、顧客体験戦略、CRM、大企業向けアウトソーシング・コミュニケーション・ソリューションも提供している。例えば、クリエイティブ・サービスやデジタル・サービス、サプライチェーン最適化、在庫管理、倉庫管理、ロジスティクスなど、カスタマイズされたマルチチャネル・マネジメント・モデルの開発などである。さらに、繊維ベースのパッケージングも提供している。同社は、金融サービス、出版、小売、通信、不動産、クラブ・団体、非営利、公益事業、製造、教育、政府など、さまざまな業種にサービスを提供している。IVEグループは1921年に設立され、オーストラリアのホームブッシュを拠点としている。もっと見るIVE Group Limited 基礎のまとめIVE Group の収益と売上を時価総額と比較するとどうか。IGL 基礎統計学時価総額AU$399.38m収益（TTM）AU$43.97m売上高(TTM)AU$928.10m9.1xPER（株価収益率0.4xP/SレシオIGL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計IGL 損益計算書（TTM）収益AU$928.10m売上原価AU$681.04m売上総利益AU$247.06mその他の費用AU$203.10m収益AU$43.97m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.29グロス・マージン26.62%純利益率4.74%有利子負債／自己資本比率98.4%IGL の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.9%現在の配当利回り63%配当性向View Valuation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2026/05/23 17:20終値2026/05/22 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IVE Group Limited 1 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。2 アナリスト機関Chris SavageBell PotterAbraham AkraShaw and Partners Limited
お知らせ • Feb 25+ 2 more updatesIVE Group Limited Announces the Appointment of Mark Bayliss as an Independent Non-Executive Director, Effective 1 March 2026IVE Group Limited announced the appointment of Mr. Mark Bayliss as an independent Non-Executive Director. Mr. Bayliss' appointment will take effect on 1 March 2026. Mark is a highly experienced senior executive with experience in a variety of C-suite roles across listed companies, private equity buyouts and turnarounds in Australia, New Zealand, UK and US. Mark's experience includes advertising and marketing services, media and publishing, retail, e-commerce, technology, manufacturing and logistics. Mark was most recently Executive Chairman and CEO of ASX listed A2B Ltd, a leading personal transportation and technology provider. Previous ASX listed roles include executive Chairman of business technology group CSG Ltd, CEO of Grays eCommerce Group and CFO of Fairfax Media Ltd. Mark has extensive private equity experience and was one of the founding partners of Anchorage Capital Partners. He has a Bachelor of Science from the London School of Economics and is a chartered accountant.
お知らせ • Jan 22IVE Group Limited to Report First Half, 2026 Results on Feb 25, 2026IVE Group Limited announced that they will report first half, 2026 results on Feb 25, 2026
Board Change • Dec 24Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 11IVE Group Limited, Annual General Meeting, Nov 25, 2025IVE Group Limited, Annual General Meeting, Nov 25, 2025.
Declared Dividend • Aug 28Final dividend of AU$0.085 announcedDividend of AU$0.085 is the same as last year. Ex-date: 9th September 2025 Payment date: 16th October 2025 Dividend yield will be 6.5%, which is higher than the industry average of 5.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.6% 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.
Board Change • Aug 18Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD & CEO Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25+ 2 more updatesIVE Group Limited Announces the Appointment of Mark Bayliss as an Independent Non-Executive Director, Effective 1 March 2026IVE Group Limited announced the appointment of Mr. Mark Bayliss as an independent Non-Executive Director. Mr. Bayliss' appointment will take effect on 1 March 2026. Mark is a highly experienced senior executive with experience in a variety of C-suite roles across listed companies, private equity buyouts and turnarounds in Australia, New Zealand, UK and US. Mark's experience includes advertising and marketing services, media and publishing, retail, e-commerce, technology, manufacturing and logistics. Mark was most recently Executive Chairman and CEO of ASX listed A2B Ltd, a leading personal transportation and technology provider. Previous ASX listed roles include executive Chairman of business technology group CSG Ltd, CEO of Grays eCommerce Group and CFO of Fairfax Media Ltd. Mark has extensive private equity experience and was one of the founding partners of Anchorage Capital Partners. He has a Bachelor of Science from the London School of Economics and is a chartered accountant.
お知らせ • Jan 22IVE Group Limited to Report First Half, 2026 Results on Feb 25, 2026IVE Group Limited announced that they will report first half, 2026 results on Feb 25, 2026
Board Change • Dec 24Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 11IVE Group Limited, Annual General Meeting, Nov 25, 2025IVE Group Limited, Annual General Meeting, Nov 25, 2025.
Declared Dividend • Aug 28Final dividend of AU$0.085 announcedDividend of AU$0.085 is the same as last year. Ex-date: 9th September 2025 Payment date: 16th October 2025 Dividend yield will be 6.5%, which is higher than the industry average of 5.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.6% 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.
Board Change • Aug 18Insufficient 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. 2 experienced directors. 4 highly experienced directors. MD & CEO Matt Aitken was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 15IVE Group Limited to Report Fiscal Year 2025 Results on Aug 26, 2025IVE Group Limited announced that they will report fiscal year 2025 results on Aug 26, 2025
お知らせ • Feb 24+ 1 more updateIVE Group Limited (ASX:IGL) announces an Equity Buyback for AUD 10 million worth of its shares.IVE Group Limited (ASX:IGL) announces a share repurchase program. Under the program, the company will repurchase up to AUD 10 million worth of its shares. The program serves the purpose of efficient capital management initiative. The program will be valid till March 10, 2026. As of February 24, 2025, the company had 154,888,831 shares in issue.
お知らせ • Jan 31+ 1 more updatePaul Selig to transition to the role of Non-Executive Director of IVE Group Limited, effective 1 February 2025IVE Group Limited announced that having commenced the transition of the Group's Board towards a more traditional governance structure with the appointment of James Todd as Non-Executive Chairman, IVE Group announced that Executive Director, Paul Selig, will transition to the role of Non-Executive Director, effective 1 February 2025. Paul has been an Executive Director of the Company since October 2017, prior to which he was a Non-Executive Director of the Company.
Recent Insider Transactions • Sep 10Independent Non-Executive Chairman recently bought AU$54k worth of stockOn the 5th of September, James Scott Todd bought around 25k shares on-market at roughly AU$2.16 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was James Scott's only on-market trade for the last 12 months.
お知らせ • Sep 06IVE Group Limited, Annual General Meeting, Nov 19, 2024IVE Group Limited, Annual General Meeting, Nov 19, 2024.
Reported Earnings • Aug 26Full year 2024 earnings released: EPS: AU$0.18 (vs AU$0.11 in FY 2023)Full year 2024 results: EPS: AU$0.18 (up from AU$0.11 in FY 2023). Revenue: AU$972.8m (flat on FY 2023). Net income: AU$27.6m (up 61% from FY 2023). Profit margin: 2.8% (up from 1.8% in FY 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jul 10+ 1 more updateIVE Group Limited to Report Fiscal Year 2024 Results on Aug 26, 2024IVE Group Limited announced that they will report fiscal year 2024 results on Aug 26, 2024
お知らせ • May 31IVE Group Limited Announces Management Changes, Effective 1 June 2024IVE Group Limited announced that following the recent passing of companies Executive Chairman, Geoff Selig, the Company announced that non-executive director, James Todd, has been appointed as Chair of the IVE Board. James is an experienced company director, corporate adviser and investor and has worked with IVE Group since prior to the Company's initial public offering in December 2015. He brings extensive knowledge of the Group to the role. James commenced his career in investment banking and has taken active roles in a range of private and public companies. He was until recently Managing Director of Wolseley PrivateEquity, an independent private equity firm he co-founded in 1999. James is also a Non-Executive Director of two other ASX listed companies, Coventry Group Limited and Bapcor Limited. At the same time, the Group's Chief Executive Officer, Matt Aitken, will join the Board as Managing Director. Founding family member, Paul Selig, has reaffirmed his ongoing commitment to the Group andwill remain an Executive Director for the foreseeable future. Changes to the Board are effective 1 June 2024.
お知らせ • May 06IVE Group Limited Announces Management ChangesIVE Group Limited's Executive Chairman, Geoff Selig has passed away whilst on holiday in Europe. Geoff's death was caused by unforeseen complications arising from an accident in Barcelona. The board, management, and the whole IVE family expresses its deepest condolences to Geoff's family following this tragic event. Geoff played a major role, over 40 years, in establishing IVE as Australia's leading marketing and communications business, in the process, reshaping the landscape of the Australian printing industry. Gavin Bell, the Company's lead independent director, has been appointed as Interim Chair of the IVE Board.
Upcoming Dividend • Mar 06Upcoming dividend of AU$0.095 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 12 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.0%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (5.0%).
Declared Dividend • Feb 28First half dividend of AU$0.095 announcedShareholders will receive a dividend of AU$0.095. Ex-date: 13th March 2024 Payment date: 12th April 2024 Dividend yield will be 8.3%, which is higher than the industry average of 5.3%. Sustainability & Growth Dividend is not covered by earnings (184% earnings payout ratio) nor is it covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 105% to bring the payout ratio under control. EPS is expected to grow by 183% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.10 in 1H 2023)First half 2024 results: EPS: AU$0.085 (down from AU$0.10 in 1H 2023). Revenue: AU$507.6m (flat on 1H 2023). Net income: AU$13.0m (down 15% from 1H 2023). Profit margin: 2.6% (down from 3.0% in 1H 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Jan 08IVE Group Limited to Report First Half, 2024 Results on Feb 26, 2024IVE Group Limited announced that they will report first half, 2024 results on Feb 26, 2024
Board Change • Jan 02Insufficient 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. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Andrew Peter Bird 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.
Recent Insider Transactions • Dec 08Executive Chairman recently sold AU$776k worth of stockOn the 1st of December, Geoff Selig sold around 392k shares on-market at roughly AU$1.98 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Geoff's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 01Independent Non-Executive Director recently bought AU$83k worth of stockOn the 27th of November, Andrew Peter Bird bought around 44k shares on-market at roughly AU$1.91 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$797k more in shares than they have sold in the last 12 months.
New Risk • Nov 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$9.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 157% Cash payout ratio: 234% Minor Risks Profit margins are more than 30% lower than last year (1.8% net profit margin). Significant insider selling over the past 3 months (AU$9.6m sold).
お知らせ • Nov 02IVE Group Limited (ASX:IGL) completed the acquisition of JacPak Pty LtdIVE Group Limited (ASX:IGL) entered into binding agreement to acquire JacPak Pty Ltd for AUD 35 million on October 25, 2023. The total purchase consideration for JacPak is AUD 35 million, AUD 27.9 million payable on completion, AUD 4 million payable as deferred consideration subject to the achievement of performance hurdles over a 12 month period, and the assumption of AUD 3.1 million of equipment finance leases. The deal value represents a multiple of 5.8 x FY23 EBITDA. The purchase consideration payable at completion will be funded via the IVE's recently established acquisition facility. JacPak reported revenue of AUD 45 million for FY23. JacPak will continue to operate as a standalone business from an operational perspective, with the combined teams working closely. Ashley Tomlin, current owner of JacPak, will remain with the business post completion. The agreement is subject to the satisfaction of customary conditions and is scheduled to complete on October 31, 2023. Following the realization of synergies, the business is expected to deliver EBITDA of around AUD 8.4 million and NPAT of around AUD 3 million, giving rise to EPS accretion of approximately 7% (relative to the mid-point of the IVE's FY24 NPAT guidance). Post the realization of synergies, this represents a 4.2 x multiple on the purchase consideration of AUD 35 million. IVE Group Limited (ASX:IGL) completed the acquisition of JacPak Pty Ltd on November 1, 2023.
お知らせ • Oct 26IVE Group Limited (ASX:IGL) entered into binding agreement to acquire JacPak Pty Ltd for AUD 35 million.IVE Group Limited (ASX:IGL) entered into binding agreement to acquire JacPak Pty Ltd for AUD 35 million on October 25, 2023. The total purchase consideration for JacPak is AUD 35 million, AUD 27.9 million payable on completion, AUD 4 million payable as deferred consideration subject to the achievement of performance hurdles over a 12 month period, and the assumption of AUD 3.1 million of equipment finance leases. The deal value represents a multiple of 5.8 x FY23 EBITDA. The purchase consideration payable at completion will be funded via the IVE's recently established acquisition facility. JacPak reported revenue of AUD 45 million for FY23. JacPak will continue to operate as a standalone business from an operational perspective, with the combined teams working closely. Ashley Tomlin, current owner of JacPak, will remain with the business post completion. The agreement is subject to the satisfaction of customary conditions and is scheduled to complete on October 31, 2023. Following the realization of synergies, the business is expected to deliver EBITDA of around AUD 8.4 million and NPAT of around AUD 3 million, giving rise to EPS accretion of approximately 7% (relative to the mid-point of the IVE's FY24 NPAT guidance). Post the realization of synergies, this represents a 4.2 x multiple on the purchase consideration of AUD 35 million.
お知らせ • Sep 12IVE Group Limited, Annual General Meeting, Nov 20, 2023IVE Group Limited, Annual General Meeting, Nov 20, 2023.
Upcoming Dividend • Sep 06Upcoming dividend of AU$0.085 per share at 8.7% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 12 October 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.7%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.4%).
お知らせ • Aug 24IVE Group Limited Announces Ordinary Fully Paid Distribution for Six Months Ended June 30, 2023, Payable on October 12, 2023IVE Group Limited announced ordinary fully paid a distribution of AUD 0.08500000 related to a six months ended June 30, 2023. Ex Date is September 13, 2023. Record Date is September 14, 2023. Payment Date is October 12, 2023.
Reported Earnings • Aug 24Full year 2023 earnings released: EPS: AU$0.11 (vs AU$0.19 in FY 2022)Full year 2023 results: EPS: AU$0.11 (down from AU$0.19 in FY 2022). Revenue: AU$970.2m (up 28% from FY 2022). Net income: AU$17.1m (down 36% from FY 2022). Profit margin: 1.8% (down from 3.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 27IVE Group Limited to Report Fiscal Year 2023 Results on Aug 24, 2023IVE Group Limited announced that they will report fiscal year 2023 results on Aug 24, 2023
Upcoming Dividend • Mar 07Upcoming dividend of AU$0.095 per share at 6.0% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 13 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: 6.0%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (6.6%).
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.10 (vs AU$0.13 in 1H 2022)First half 2023 results: EPS: AU$0.10 (down from AU$0.13 in 1H 2022). Revenue: AU$504.2m (up 32% from 1H 2022). Net income: AU$15.3m (down 16% from 1H 2022). Profit margin: 3.0% (down from 4.8% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 16IVE Group Limited to Report First Half, 2023 Results on Feb 23, 2023IVE Group Limited announced that they will report first half, 2023 results on Feb 23, 2023
Upcoming Dividend • Sep 06Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 13 September 2022. Payment date: 13 October 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 7.4%. Within top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (5.9%).
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.19 (vs AU$0.17 in FY 2021)Full year 2022 results: EPS: AU$0.19 (up from AU$0.17 in FY 2021). Revenue: AU$759.0m (up 16% from FY 2021). Net income: AU$26.9m (up 9.1% from FY 2021). Profit margin: 3.5% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.4%, compared to a 5.4% growth forecast for the Media industry in Australia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to AU$2.07, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Media industry in Australia. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to AU$1.74, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Media industry in Australia. Total returns to shareholders of 2.2% over the past three years.
Recent Insider Transactions • Jun 11Insider recently bought AU$2.2m worth of stockOn the 6th of June, Ryan Young bought around 1m shares on-market at roughly AU$2.07 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$4.5m. Insiders have collectively bought AU$4.6m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 29Insider recently bought AU$4.5m worth of stockOn the 27th of May, Anthony Young bought around 2m shares on-market at roughly AU$2.08 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.4m more in shares than they have sold in the last 12 months.
Upcoming Dividend • Mar 08Upcoming dividend of AU$0.085 per shareEligible shareholders must have bought the stock before 15 March 2022. Payment date: 14 April 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 8.3%. Within top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (4.6%).
Reported Earnings • Feb 28First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.13 (vs AU$0.13 in 1H 2021). Revenue: AU$382.6m (up 12% from 1H 2021). Net income: AU$18.2m (down 3.5% from 1H 2021). Profit margin: 4.8% (down from 5.5% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 7.3%, compared to a 13% 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 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 07Upcoming dividend of AU$0.07 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 14 October 2021. Trailing yield: 8.1%. Within top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (2.9%).
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.12 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$656.5m (down 5.1% from FY 2020). Net income: AU$24.7m (up AU$43.1m from FY 2020). Profit margin: 3.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 02First half 2021 earnings released: EPS AU$0.13 (vs AU$0.078 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$340.8m (down 3.2% from 1H 2020). Net income: AU$18.9m (up 63% from 1H 2020). Profit margin: 5.5% (up from 3.3% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 26New 90-day high: AU$1.47The company is up 13% from its price of AU$1.30 on 27 November 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.19 per share.
Is New 90 Day High Low • Dec 29New 90-day high: AU$1.42The company is up 93% from its price of AU$0.73 on 01 October 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.24 per share.
Is New 90 Day High Low • Nov 13New 90-day high: AU$0.99The company is up 71% from its price of AU$0.58 on 14 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 49% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$1.77 per share.
お知らせ • Oct 30IVE Group Limited Announces Resignation of Carole Campbell from the BoardIVE Group Limited announced that Carole Campbell will be resigning from the Board of IVE at the conclusion of the 2020 Annual General Meeting on 24 November 2020. Carole has been a Non-Executive Director and Chair of IVE's Audit, Risk and Compliance Committee since November 2018. Carole has been reviewing her board commitments and following her appointment as a Non-Executive Director of Southern Cross Media Limited has decided to reduce her board responsibilities.
お知らせ • Oct 16Merchant Place Pty Ltd entered into a binding agreement to acquire Pareto Phone Pty Ltd from IVE Group Limited (ASX:IGL) for AUD 16.5 million.Merchant Place Pty Ltd entered into a binding agreement to acquire Pareto Phone Pty Ltd from IVE Group Limited (ASX:IGL) for AUD 16.5 million on October 15, 2020. The consideration is payable in cash on completion and it represents a 5 times multiple of FY20 EBITDA. Post completion, the business will revert back to the Pareto Phone brand and will continue operating as a standalone business with 150 staff based in Fortitude Valley. Pareto Phone has annual revenues of circa AUD 14 million. The transaction is subject to customary conditions. This announcement has been approved by the IVE Group Board. And the completion is due to take place on October 30, 2020. The proceeds of the sale will be used to further strengthen IVE’s balance sheet.
お知らせ • Sep 21+ 2 more updatesIVE Group Limited(ASX:IGL) dropped from S&P Global BMI IndexIVE Group Limited(ASX:IGL) dropped from S&P Global BMI Index
