View ValuationKeller Group 将来の成長Future 基準チェック /26Keller Group利益と収益がそれぞれ年間3.8%と2.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.4% 6.1%なると予測されています。主要情報3.8%収益成長率6.12%EPS成長率Construction 収益成長10.9%収益成長率2.7%将来の株主資本利益率20.42%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報お知らせ • Oct 24Keller Group plc Provides Earnings Guidance for the Year 2023Keller Group plc announced that given trading performance to date and the continued momentum in the business, they now expect full year 2023 underlying operating profit to be materially ahead of current market expectations.お知らせ • May 18Keller Group plc Affirms Earnings Guidance for the Year 2022Keller Group plc affirmed earnings guidance for the year 2022. The Board's expectations for the full year remain unchanged. The company expects its full year performance to have the customary second half weighting, and to reflect its usual increase in trading momentum as the year progresses.お知らせ • Aug 05Keller Group plc Provides Earnings Guidance for the Year 2021Keller Group plc provided earnings guidance for the year 2021. The Group's performance for the full year is now anticipated to be materially ahead of the Board's previous expectations, with a modest second half bias.お知らせ • May 19Keller Group plc Provides Earnings Guidance for the Full Year of 2021Keller Group plc provided earnings guidance for the full year of 2021. The company expects full year profits to have the usual second half bias, and to reflect an increase in market confidence and trading momentum as the year progresses. The Board's expectations for the full year remain unchanged.すべての更新を表示Recent updatesDeclared Dividend • May 20Final dividend of UK£0.52 announcedShareholders will receive a dividend of UK£0.52. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 20Keller Group plc to Report Q2, 2026 Results on Aug 04, 2026Keller Group plc announced that they will report Q2, 2026 results on Aug 04, 2026お知らせ • Mar 31Keller Group plc (LSE:KLR) announces an Equity Buyback for £100 million worth of its shares.Keller Group plc (LSE:KLR) announces a share repurchase program. Under the 2026 as part of its multi-year program, the company entered into non-discretionary agreements with each of Investec Bank plc and Peel Hunt LLP to repurchase up to £100 million worth of its shares. Investec will execute the first £50 million of the share buyback program and Peel Hunt will execute the second £50 million of the share buyback program. The purpose of the share buyback program is to reduce the share capital of the Group. Shares purchased pursuant to the buyback program will be held in Treasury and may be used to satisfy future obligations under the Group's employee share plans. The program will end no later than March 31, 2027.お知らせ • Mar 04Keller Group plc, Annual General Meeting, May 20, 2026Keller Group plc, Annual General Meeting, May 20, 2026.お知らせ • Mar 03+ 1 more updateKeller Group plc to Report Fiscal Year 2025 Final Results on Mar 24, 2026Keller Group plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Mar 24, 2026お知らせ • Aug 19Keller Group plc Announces Termination of Michael James Speakman as Director, Effective August 18, 2025Keller Group plc announced termination of Michael James Speakman as Director. Effective August 18, 2025.お知らせ • Aug 08Keller Group plc to Report Fiscal Year 2025 Results on Mar 03, 2026Keller Group plc announced that they will report fiscal year 2025 results on Mar 03, 2026お知らせ • Jun 24+ 1 more updateKeller Group plc Announces Michael Speakman Steps Down as Director, Effective 18 August 2025Further to the announcement on 15 May 2025, the Board of Keller Group plc announced that Michael Speakman, Chief Executive Officer ('CEO'), has given notice that he will step down as a director of Keller with effect from 18 August 2025 in order to continue with his necessary medical treatment. The Board fully respects and supports Michael's decision to step down and extend their immense gratitude to him for his leadership, dedication, and significant contributions to the Group over his tenure. Michael will remain employed by Keller on an advisory basis.お知らせ • Mar 05+ 1 more updateKeller Group plc Recommends Final Dividend for 2024, Payable on 20 June 2025The Board of Keller Group plc has recommended a final dividend of 33.1 pence per share (2023: 31.3 pence per share) which, following the interim dividend for 2024 of 16.6 pence (2023: 13.9 pence), brings the total dividend for the year to 49.7 pence (2023: 45.2 pence), an increase of 10%. The 2024 dividend earnings cover, before non-underlying items, was 4.0x (2023: 3.4x). If approved, the proposed 2024 final dividend of 33.1 pence (2023: 31.3 pence) will be paid on 20 June 2025 to shareholders on the register as at the close of business on 23 May 2025.お知らせ • Dec 16Keller Group plc Announces Board Committee ChangesKeller Group plc announced that, as a result of a review by the Board of the structure and composition of its Sustainability Committee, the following changes have been agreed with effect from 1 January 2025: Juan Hernández Abrams, Chair of the Sustainability Committee, has been appointed as Director responsible for ESG and sustainability at Keller, succeeding Peter Hill in the role. Peter Hill, Group Chairman, and Mike Speakman, Chief Executive Officer, will no longer serve as members of the Sustainability Committee. The current membership of the Board Committees at Keller is as follows: Audit and Risk: Paula Bell, Chair; Members: Kate Rock, Juan Hernández Abrams, Annette Kelleher, Stephen King. Nomination and Governance: Peter Hill, Chair; Members: Paula Bell, Kate Rock, Juan Hernández Abrams, Annette Kelleher, Stephen King. Carl-Peter Forster - Chair, Designate. Remuneration: Annette Kelleher, Chair; Members: Paula Bell, Kate Rock, Juan Hernández Abrams, Stephen Hill. Sustainability: Juan Hernández Abrams, Chair; Members: Paula Bell, Kate Rock, Annette Kelleher, Stephen King.お知らせ • Nov 14+ 1 more updateKeller Group plc Appoints Carl-Peter Forster as Non-Executive Director and Chair-Designate on 16 December 2024 and Appoints as Chair on 5 March 2025Chemring Group PLC announced that Carl-Peter Forster, a director of the Company, will take up an appointment as a non-executive director and Chair-designate of Keller Group plc on 16 December 2024 and will be appointed as Chair of Keller Group plc on 5 March 2025.Recent Insider Transactions • Sep 16CFO & Executive Director recently sold €380k worth of stockOn the 12th of September, David Burke sold around 20k shares on-market at roughly €19.11 per share. This transaction amounted to 31% 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 David's only on-market trade for the last 12 months.Declared Dividend • Aug 08First half dividend of UK£0.17 announcedShareholders will receive a dividend of UK£0.17. Ex-date: 15th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 07First half 2024 earnings released: EPS: UK£0.96 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.96 (up from UK£0.46 in 1H 2023). Revenue: UK£1.49b (up 1.6% from 1H 2023). Net income: UK£69.5m (up 109% from 1H 2023). Profit margin: 4.7% (up from 2.3% in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06+ 2 more updatesKeller Group plc to Report Q2, 2025 Results on Aug 05, 2025Keller Group plc announced that they will report Q2, 2025 results on Aug 05, 2025New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jul 20Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €17.20. The fair value is estimated to be €21.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.Upcoming Dividend • May 23Upcoming dividend of UK£0.31 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%).Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €15.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.63 per share.お知らせ • May 16Keller Group plc Approves to Declares Final DividendKeller Group plc at its Annual General Meeting held on 15 May 2024, approved to declare a final dividend of 31.3 pence per Ordinary share.Buy Or Sell Opportunity • Apr 17Now 20% undervaluedOver the last 90 days, the stock has risen 24% to €12.00. The fair value is estimated to be €15.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Reported Earnings • Apr 10Full year 2023 earnings released: EPS: UK£1.23 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£1.23 (up from UK£0.63 in FY 2022). Revenue: UK£2.97b (flat on FY 2022). Net income: UK£89.4m (up 94% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 02Now 21% undervaluedOver the last 90 days, the stock has risen 26% to €11.90. The fair value is estimated to be €14.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£1.23 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£1.23 (up from UK£0.63 in FY 2022). Revenue: UK£2.97b (flat on FY 2022). Net income: UK£89.4m (up 94% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 05Keller Group plc to Report Q2, 2024 Results on Aug 06, 2024Keller Group plc announced that they will report Q2, 2024 results on Aug 06, 2024お知らせ • Feb 16Keller Group plc, Annual General Meeting, May 15, 2024Keller Group plc, Annual General Meeting, May 15, 2024.お知らせ • Feb 15Keller Group plc Announces Board ChangesKeller Group plc announced that independent Non-Executive Director and Chair of the Remuneration Committee, Eva Lindqvist, has decided to retire from the Board at the conclusion of the Company’s Annual General Meeting to be held on May 15, 2024, having served on the Board for seven years. Annette Kelleher, independent Non-Executive Director, will succeed Eva as Chair of the Remuneration Committee following the AGM.Buying Opportunity • Dec 13Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be €11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to grow by 56% in the next 2 years.お知らせ • Nov 15Keller Group plc Announces Appointment of Annette Kelleher as A Non-Executive Director and Chair Designate of the Remuneration Committee, with Effect from 1 December 2023Keller Group plc announced the appointment of Annette Kelleher as a Non-executive Director and Chair Designate of the Remuneration Committee, with effect from 1 December 2023. Annette has broad senior management experience in the international industrials sector, including change management, group development and transformation. She is currently Chief Human Resources Director and a member of the Group Management Committee of Johnson Mattheyplc, a global leader in sustainable technologies. Annette joined Johnson Matthey in May 2013 from NSG Group, the Tokyo-listed global performance glass group which acquired Pilkington Group plc in 2006. During Annette's tenure firstly with Pilkington and then NSG, she held a series of increasingly senior and global human resources roles, spending considerable time in Asia. From 2014 until earlier this year, Annette was Non-Executive Director at Hill & Smith plc, the international infrastructure, engineered solutions and transportation group. In addition, Annette chaired Hill & Smith's Remuneration Committee from May 2016 to May 2023. From 2006 to 2009 Annette was an independent Director of Tribunal Services, part of the UK'sMinistry of Justice. An Irish citizen, Annette qualified with a BA Business Studies and MSc HR Management and Training.Buying Opportunity • Nov 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be €11.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to grow by 56% in the next 2 years.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Juan Gerardo Abrams 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.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €8.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.48 per share.お知らせ • Oct 24Keller Group plc Provides Earnings Guidance for the Year 2023Keller Group plc announced that given trading performance to date and the continued momentum in the business, they now expect full year 2023 underlying operating profit to be materially ahead of current market expectations.お知らせ • Oct 23Keller Group plc to Report Fiscal Year 2023 Results on Mar 05, 2024Keller Group plc announced that they will report fiscal year 2023 results on Mar 05, 2024Upcoming Dividend • Aug 10Upcoming dividend of UK£0.14 per share at 4.7% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.46 (vs UK£0.25 in 1H 2022)First half 2023 results: EPS: UK£0.46 (up from UK£0.25 in 1H 2022). Revenue: UK£1.47b (up 10.0% from 1H 2022). Net income: UK£33.2m (up 81% from 1H 2022). Profit margin: 2.3% (up from 1.4% in 1H 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.04 per share.お知らせ • Jul 06Keller Group plc Will Be Announcing A 5% Increase in the Interim Dividend for 2023Keller Group plc announced that given the increase in full year expectations, and in keeping with the Group's progressive dividend policy, the Board will be announcing a 5% increase in the interim dividend to 13.9p (2022: 13.2p) as part of the Group's interim results.Upcoming Dividend • May 25Upcoming dividend of UK£0.24 per share at 5.3% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).お知らせ • May 19Keller Group plc Announces Board Committees ChangesIn accordance with Listing Rule 9.6.11R, Keller Group plc announced that, following a recent review by the Board of the structure and composition of its Committees, the Environment Committee and Social and Community Committee have been merged to form a new Sustainability Committee Juan Hernández Abrams has been appointed as Chair of the Sustainability Committee, which will continue to oversee progress against Keller’s Sustainability and ESG agenda. Baroness Kate Rock continues to hold the role of designated Non-executive Director with responsibility for workforce engagement at Keller. The membership of the Board Committees is as follows: Audit and Risk: Paula Bell, Eva Lindqvist, Kate Rock, Juan Hernández Abrams. Nomination and Governance Peter Hill – Group Chairman: Paula Bell, Eva Lindqvist, Juan Hernández Abrams. Remuneration: Eva Lindqvist, Paula Bell, Kate Rock, Juan Hernández Abrams. Sustainability: Juan Hernández Abrams: Peter Hill, Paula Bell, Eva Lindqvist, Kate Rock, Michael Speakman.お知らせ • May 18Keller Group plc Approves Final Dividend for Year 2022Keller Group plc at its AGM held on Wednesday, 17 May 2023, approved to declare a final dividend of 24.5 pence per Ordinary Share.Recent Insider Transactions • Mar 20CEO & Director recently sold €366k worth of stockOn the 15th of March, Michael Speakman sold around 48k shares on-market at roughly €7.55 per share. This transaction amounted to 41% 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 Michael's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.24 per share.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.87 in FY 2021)Full year 2022 results: EPS: UK£0.63 (down from UK£0.87 in FY 2021). Revenue: UK£2.94b (up 32% from FY 2021). Net income: UK£46.0m (down 27% from FY 2021). Profit margin: 1.6% (down from 2.8% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 14+ 1 more updateKeller Group plc to Report Fiscal Year 2022 Results on Mar 07, 2023Keller Group plc announced that they will report fiscal year 2022 results on Mar 07, 2023Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to €8.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.16 per share.Upcoming Dividend • Aug 11Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 03First half 2022 earnings released: EPS: UK£0.34 (vs UK£0.28 in 1H 2021)First half 2022 results: EPS: UK£0.34 (up from UK£0.28 in 1H 2021). Revenue: UK£1.34b (up 36% from 1H 2021). Net income: UK£24.6m (up 19% from 1H 2021). Profit margin: 1.8% (down from 2.1% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02Keller Group plc Announces Interim Dividend, Payable on September 9, 2022The board of Keller Group plc has announced a 5% increase in the interim dividend to 13.2 pence (2021: 12.6 pence), payable on September 9, 2022 to shareholders on the register as at August 19, 2022. The Board will also be reviewing a further increase to the final dividend in respect of the current year as part of the Group's return to a progressive dividend policy.お知らせ • Jun 28Keller Group plc Announces Increase in the Interim DividendThe Board of Keller Group plc is announcing a 5% increase in the interim dividend to 13.2 pence (2021: 12.6 pence) as part of the Group's interim results. The Board will also be reviewing a further increase to the final dividend in respect of the current year as part of the Group's return to a progressive dividend policy, as well as reviewing other options for capital returns.Upcoming Dividend • May 25Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.6%).お知らせ • May 19+ 1 more updateKeller Group plc Declares Final DividendKeller Group plc declared a final dividend of 23.3 pence per ordinary share, at the AGM held on May 18, 2022.お知らせ • May 18Keller Group plc Affirms Earnings Guidance for the Year 2022Keller Group plc affirmed earnings guidance for the year 2022. The Board's expectations for the full year remain unchanged. The company expects its full year performance to have the customary second half weighting, and to reflect its usual increase in trading momentum as the year progresses.お知らせ • Mar 10Keller Group plc Recommends 2021 Final Dividend, Payable on 1 July 2022The Board of Keller Group plc recommending the payment of a 2021 final dividend of 23.3 pence per share (2020: 23.3 pence per share) to be paid on 1 July 2022 to shareholders on the register as at the close of business on 6 June 2022.Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.87 (up from UK£0.59 in FY 2020). Revenue: UK£2.22b (up 7.8% from FY 2020). Net income: UK£63.0m (up 48% from FY 2020). Profit margin: 2.8% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01Keller Group plc Announces Directorate ChangeKeller Group plc announced that Nancy Tuor Moore, independent Non-executive Director and Chair of Keller’s Environment Committee, has decided to retire from the Board at the conclusion of the Company’s Annual General Meeting to be held in May 2022, having served on the Board for 8 years. Juan Hernández Abrams will join the Board as an independent Non-executive Director with effect from 1 February 2022 and become a member of the Audit and Risk, Environment, Nomination and Governance, Remuneration, and Social and Community Committees. Juan will succeed Nancy Tuor Moore as Environment Committee Chair on 18 May 2022.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Executive Director David Burke was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 12Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.2%).お知らせ • Aug 05Keller Group plc Provides Earnings Guidance for the Year 2021Keller Group plc provided earnings guidance for the year 2021. The Group's performance for the full year is now anticipated to be materially ahead of the Board's previous expectations, with a modest second half bias.Reported Earnings • Aug 04First half 2021 earnings released: EPS UK£0.28 (vs UK£0.14 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: UK£984.1m (down 5.3% from 1H 2020). Net income: UK£20.6m (up 106% from 1H 2020). Profit margin: 2.1% (up from 1.0% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 27Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 25 June 2021. Trailing yield: 4.4%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.7%).お知らせ • May 20Keller Group plc Approves Final Dividend for the Year 2020Keller Group plc approved to declare a final dividend of 23.3 pence per ordinary share for the year 2020, at its AGM held on 19 May 2021.お知らせ • May 19Keller Group plc Provides Earnings Guidance for the Full Year of 2021Keller Group plc provided earnings guidance for the full year of 2021. The company expects full year profits to have the usual second half bias, and to reflect an increase in market confidence and trading momentum as the year progresses. The Board's expectations for the full year remain unchanged.Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 2.6%. Over the next year, revenue is expected to shrink by 8.3% compared to a 11% growth forecast for the Construction industry in Germany.Reported Earnings • Mar 10Full year 2020 earnings released: EPS UK£0.59 (vs UK£0.30 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£2.06b (down 10% from FY 2019). Net income: UK£42.5m (up 99% from FY 2019). Profit margin: 2.1% (up from 0.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Mar 03+ 1 more updateKeller Group plc, Annual General Meeting, May 19, 2021Keller Group plc, Annual General Meeting, May 19, 2021.Is New 90 Day High Low • Feb 26New 90-day high: €8.95The company is up 26% from its price of €7.11 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.24 per share.お知らせ • Feb 19Keller VSL Joint Venture Wins £167 Million HS2 ContractKeller Group plc and VSL International announce their 50:50 joint venture (KVJV) has been awarded a £167 million contract to deliver geotechnical work as part of the C1 package on High Speed 2 (HS2) in the UK. The contract was awarded to KVJV by Align, a joint venture of three international infrastructure companies; Bouygues Travaux Publics SAS, a subsidiary of Bouygues Construction, Sir Robert McAlpine and VolkerFitzpatrick, a subsidiary of VolkerWessels UK, which is building the C1 section of the new high speed line between London and the West Midlands. This section consists of 21.6km of high-speed rail infrastructure, including a 3.4km viaduct and twin-bore 16km tunnels under the Chilterns. KVJV's scope of work is to construct the piled foundations for the viaducts, grouting works, retaining structures for four ventilation shafts, and ground improvement works for the execution of the tunnel cross passages. At peak of the production it will require 270 highly skilled people working on site drawing on their expertise in ground engineering and foundations (diaphragm walls, grouting, piling). KVJV has already completed supplementary site investigations and pile testing. The teams are currently working on advance works for the south portal of the tunnel that will be the entry point for the tunnel boring machines, and the first diaphragm wall for one of the ventilation shafts.Is New 90 Day High Low • Feb 03New 90-day high: €8.80The company is up 51% from its price of €5.83 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.21 per share.お知らせ • Jan 28+ 3 more updatesKeller Group plc(LSE:KLR) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Keller Group plc(LSE:KLR) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Is New 90 Day High Low • Dec 28New 90-day high: €8.29The company is up 27% from its price of €6.55 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.61 per share.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£8.29, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15x. This compares to an average P/E of 13x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 11%.お知らせ • Nov 19+ 1 more updateKeller Group plc Announces Management Changes, Effective from 1 January 2021Keller Group plc announced that the new Europe division will be headed by Jim De Waele, as President Europe, and Mark Hooper, as Chief Financial Officer Europe, both appointments will be effective from 1 January 2021.Is New 90 Day High Low • Oct 30New 90-day low: €5.60The company is down 8.0% from its price of €6.12 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.63 per share.お知らせ • Sep 08DEUBIS Group acquired Wannenwetsch GmbH Hochdruckwassertechnik.DEUBIS Group acquired Wannenwetsch GmbH Hochdruckwassertechnik from Keller Group plc (LSE:KLR) on September 7, 2020. As a result of the transaction, the DEUBIS group will grow to more than 500 employees. DEUBIS Group completed the acquisition of Wannenwetsch GmbH Hochdruckwassertechnik from Keller Group plc (LSE:KLR) on September 7, 2020.業績と収益の成長予測DB:01K - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,346160139247612/31/20273,253152124235712/31/20263,150147118225712/31/20253,087143168258N/A9/30/20253,021141134224N/A6/30/20252,955139101189N/A3/31/20252,971141139227N/A12/31/20242,987142177266N/A9/30/20242,988134184273N/A6/30/20242,990126191281N/A3/31/20242,978108147239N/A12/31/20232,96689103197N/A9/30/20233,0227554150N/A6/30/20233,078615103N/A3/31/20233,01153-1179N/A12/31/20222,94546-2755N/A9/30/20222,75850-1467N/A6/26/20222,57254-178N/A3/26/20222,3975534116N/A12/31/20212,2235769153N/A9/30/20212,1165880160N/A6/27/20212,0085388165N/A3/27/20212,03548113188N/A12/31/20202,06343138211N/A9/30/20202,15535168236N/A6/28/20202,24828198262N/A3/28/20202,27425149213N/A12/31/20192,30121101164N/A9/30/20192,271-7N/A154N/A6/30/20192,241-36N/A144N/A3/31/20192,233-25N/A135N/A12/31/20182,225-15N/A125N/A9/30/20182,19028N/A117N/A6/30/20182,15571N/A109N/A3/31/20182,11379N/A108N/A12/31/20172,07187N/A108N/A9/30/20171,99680N/A89N/A6/30/20171,92173N/A70N/A3/31/20171,85160N/A86N/A12/31/20161,78047N/A103N/A9/30/20161,71834N/A108N/A6/30/20161,65621N/A114N/A3/31/20161,60923N/A89N/A12/31/20151,56226N/A64N/A9/30/20151,56524N/A74N/A6/30/20151,56723N/A84N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 01Kの予測収益成長率 (年間3.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 01Kの収益 ( 3.8% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 01Kの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 01Kの収益 ( 2.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 01Kの収益 ( 2.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 01Kの 自己資本利益率 は、3年後には高くなると予測されています ( 20.4 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/24 12:34終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31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Keller Group plc 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。9 アナリスト機関Robert ChantryBerenbergJamie MurrayBofA Global ResearchJonathan William CoubroughDeutsche Bank6 その他のアナリストを表示
お知らせ • Oct 24Keller Group plc Provides Earnings Guidance for the Year 2023Keller Group plc announced that given trading performance to date and the continued momentum in the business, they now expect full year 2023 underlying operating profit to be materially ahead of current market expectations.
お知らせ • May 18Keller Group plc Affirms Earnings Guidance for the Year 2022Keller Group plc affirmed earnings guidance for the year 2022. The Board's expectations for the full year remain unchanged. The company expects its full year performance to have the customary second half weighting, and to reflect its usual increase in trading momentum as the year progresses.
お知らせ • Aug 05Keller Group plc Provides Earnings Guidance for the Year 2021Keller Group plc provided earnings guidance for the year 2021. The Group's performance for the full year is now anticipated to be materially ahead of the Board's previous expectations, with a modest second half bias.
お知らせ • May 19Keller Group plc Provides Earnings Guidance for the Full Year of 2021Keller Group plc provided earnings guidance for the full year of 2021. The company expects full year profits to have the usual second half bias, and to reflect an increase in market confidence and trading momentum as the year progresses. The Board's expectations for the full year remain unchanged.
Declared Dividend • May 20Final dividend of UK£0.52 announcedShareholders will receive a dividend of UK£0.52. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 20Keller Group plc to Report Q2, 2026 Results on Aug 04, 2026Keller Group plc announced that they will report Q2, 2026 results on Aug 04, 2026
お知らせ • Mar 31Keller Group plc (LSE:KLR) announces an Equity Buyback for £100 million worth of its shares.Keller Group plc (LSE:KLR) announces a share repurchase program. Under the 2026 as part of its multi-year program, the company entered into non-discretionary agreements with each of Investec Bank plc and Peel Hunt LLP to repurchase up to £100 million worth of its shares. Investec will execute the first £50 million of the share buyback program and Peel Hunt will execute the second £50 million of the share buyback program. The purpose of the share buyback program is to reduce the share capital of the Group. Shares purchased pursuant to the buyback program will be held in Treasury and may be used to satisfy future obligations under the Group's employee share plans. The program will end no later than March 31, 2027.
お知らせ • Mar 04Keller Group plc, Annual General Meeting, May 20, 2026Keller Group plc, Annual General Meeting, May 20, 2026.
お知らせ • Mar 03+ 1 more updateKeller Group plc to Report Fiscal Year 2025 Final Results on Mar 24, 2026Keller Group plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Mar 24, 2026
お知らせ • Aug 19Keller Group plc Announces Termination of Michael James Speakman as Director, Effective August 18, 2025Keller Group plc announced termination of Michael James Speakman as Director. Effective August 18, 2025.
お知らせ • Aug 08Keller Group plc to Report Fiscal Year 2025 Results on Mar 03, 2026Keller Group plc announced that they will report fiscal year 2025 results on Mar 03, 2026
お知らせ • Jun 24+ 1 more updateKeller Group plc Announces Michael Speakman Steps Down as Director, Effective 18 August 2025Further to the announcement on 15 May 2025, the Board of Keller Group plc announced that Michael Speakman, Chief Executive Officer ('CEO'), has given notice that he will step down as a director of Keller with effect from 18 August 2025 in order to continue with his necessary medical treatment. The Board fully respects and supports Michael's decision to step down and extend their immense gratitude to him for his leadership, dedication, and significant contributions to the Group over his tenure. Michael will remain employed by Keller on an advisory basis.
お知らせ • Mar 05+ 1 more updateKeller Group plc Recommends Final Dividend for 2024, Payable on 20 June 2025The Board of Keller Group plc has recommended a final dividend of 33.1 pence per share (2023: 31.3 pence per share) which, following the interim dividend for 2024 of 16.6 pence (2023: 13.9 pence), brings the total dividend for the year to 49.7 pence (2023: 45.2 pence), an increase of 10%. The 2024 dividend earnings cover, before non-underlying items, was 4.0x (2023: 3.4x). If approved, the proposed 2024 final dividend of 33.1 pence (2023: 31.3 pence) will be paid on 20 June 2025 to shareholders on the register as at the close of business on 23 May 2025.
お知らせ • Dec 16Keller Group plc Announces Board Committee ChangesKeller Group plc announced that, as a result of a review by the Board of the structure and composition of its Sustainability Committee, the following changes have been agreed with effect from 1 January 2025: Juan Hernández Abrams, Chair of the Sustainability Committee, has been appointed as Director responsible for ESG and sustainability at Keller, succeeding Peter Hill in the role. Peter Hill, Group Chairman, and Mike Speakman, Chief Executive Officer, will no longer serve as members of the Sustainability Committee. The current membership of the Board Committees at Keller is as follows: Audit and Risk: Paula Bell, Chair; Members: Kate Rock, Juan Hernández Abrams, Annette Kelleher, Stephen King. Nomination and Governance: Peter Hill, Chair; Members: Paula Bell, Kate Rock, Juan Hernández Abrams, Annette Kelleher, Stephen King. Carl-Peter Forster - Chair, Designate. Remuneration: Annette Kelleher, Chair; Members: Paula Bell, Kate Rock, Juan Hernández Abrams, Stephen Hill. Sustainability: Juan Hernández Abrams, Chair; Members: Paula Bell, Kate Rock, Annette Kelleher, Stephen King.
お知らせ • Nov 14+ 1 more updateKeller Group plc Appoints Carl-Peter Forster as Non-Executive Director and Chair-Designate on 16 December 2024 and Appoints as Chair on 5 March 2025Chemring Group PLC announced that Carl-Peter Forster, a director of the Company, will take up an appointment as a non-executive director and Chair-designate of Keller Group plc on 16 December 2024 and will be appointed as Chair of Keller Group plc on 5 March 2025.
Recent Insider Transactions • Sep 16CFO & Executive Director recently sold €380k worth of stockOn the 12th of September, David Burke sold around 20k shares on-market at roughly €19.11 per share. This transaction amounted to 31% 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 David's only on-market trade for the last 12 months.
Declared Dividend • Aug 08First half dividend of UK£0.17 announcedShareholders will receive a dividend of UK£0.17. Ex-date: 15th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 07First half 2024 earnings released: EPS: UK£0.96 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.96 (up from UK£0.46 in 1H 2023). Revenue: UK£1.49b (up 1.6% from 1H 2023). Net income: UK£69.5m (up 109% from 1H 2023). Profit margin: 4.7% (up from 2.3% in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06+ 2 more updatesKeller Group plc to Report Q2, 2025 Results on Aug 05, 2025Keller Group plc announced that they will report Q2, 2025 results on Aug 05, 2025
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jul 20Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €17.20. The fair value is estimated to be €21.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
Upcoming Dividend • May 23Upcoming dividend of UK£0.31 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%).
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €15.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.63 per share.
お知らせ • May 16Keller Group plc Approves to Declares Final DividendKeller Group plc at its Annual General Meeting held on 15 May 2024, approved to declare a final dividend of 31.3 pence per Ordinary share.
Buy Or Sell Opportunity • Apr 17Now 20% undervaluedOver the last 90 days, the stock has risen 24% to €12.00. The fair value is estimated to be €15.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Reported Earnings • Apr 10Full year 2023 earnings released: EPS: UK£1.23 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£1.23 (up from UK£0.63 in FY 2022). Revenue: UK£2.97b (flat on FY 2022). Net income: UK£89.4m (up 94% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 02Now 21% undervaluedOver the last 90 days, the stock has risen 26% to €11.90. The fair value is estimated to be €14.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£1.23 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£1.23 (up from UK£0.63 in FY 2022). Revenue: UK£2.97b (flat on FY 2022). Net income: UK£89.4m (up 94% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 05Keller Group plc to Report Q2, 2024 Results on Aug 06, 2024Keller Group plc announced that they will report Q2, 2024 results on Aug 06, 2024
お知らせ • Feb 16Keller Group plc, Annual General Meeting, May 15, 2024Keller Group plc, Annual General Meeting, May 15, 2024.
お知らせ • Feb 15Keller Group plc Announces Board ChangesKeller Group plc announced that independent Non-Executive Director and Chair of the Remuneration Committee, Eva Lindqvist, has decided to retire from the Board at the conclusion of the Company’s Annual General Meeting to be held on May 15, 2024, having served on the Board for seven years. Annette Kelleher, independent Non-Executive Director, will succeed Eva as Chair of the Remuneration Committee following the AGM.
Buying Opportunity • Dec 13Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be €11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to grow by 56% in the next 2 years.
お知らせ • Nov 15Keller Group plc Announces Appointment of Annette Kelleher as A Non-Executive Director and Chair Designate of the Remuneration Committee, with Effect from 1 December 2023Keller Group plc announced the appointment of Annette Kelleher as a Non-executive Director and Chair Designate of the Remuneration Committee, with effect from 1 December 2023. Annette has broad senior management experience in the international industrials sector, including change management, group development and transformation. She is currently Chief Human Resources Director and a member of the Group Management Committee of Johnson Mattheyplc, a global leader in sustainable technologies. Annette joined Johnson Matthey in May 2013 from NSG Group, the Tokyo-listed global performance glass group which acquired Pilkington Group plc in 2006. During Annette's tenure firstly with Pilkington and then NSG, she held a series of increasingly senior and global human resources roles, spending considerable time in Asia. From 2014 until earlier this year, Annette was Non-Executive Director at Hill & Smith plc, the international infrastructure, engineered solutions and transportation group. In addition, Annette chaired Hill & Smith's Remuneration Committee from May 2016 to May 2023. From 2006 to 2009 Annette was an independent Director of Tribunal Services, part of the UK'sMinistry of Justice. An Irish citizen, Annette qualified with a BA Business Studies and MSc HR Management and Training.
Buying Opportunity • Nov 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be €11.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to grow by 56% in the next 2 years.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Juan Gerardo Abrams 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.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €8.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.48 per share.
お知らせ • Oct 24Keller Group plc Provides Earnings Guidance for the Year 2023Keller Group plc announced that given trading performance to date and the continued momentum in the business, they now expect full year 2023 underlying operating profit to be materially ahead of current market expectations.
お知らせ • Oct 23Keller Group plc to Report Fiscal Year 2023 Results on Mar 05, 2024Keller Group plc announced that they will report fiscal year 2023 results on Mar 05, 2024
Upcoming Dividend • Aug 10Upcoming dividend of UK£0.14 per share at 4.7% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.46 (vs UK£0.25 in 1H 2022)First half 2023 results: EPS: UK£0.46 (up from UK£0.25 in 1H 2022). Revenue: UK£1.47b (up 10.0% from 1H 2022). Net income: UK£33.2m (up 81% from 1H 2022). Profit margin: 2.3% (up from 1.4% in 1H 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.04 per share.
お知らせ • Jul 06Keller Group plc Will Be Announcing A 5% Increase in the Interim Dividend for 2023Keller Group plc announced that given the increase in full year expectations, and in keeping with the Group's progressive dividend policy, the Board will be announcing a 5% increase in the interim dividend to 13.9p (2022: 13.2p) as part of the Group's interim results.
Upcoming Dividend • May 25Upcoming dividend of UK£0.24 per share at 5.3% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).
お知らせ • May 19Keller Group plc Announces Board Committees ChangesIn accordance with Listing Rule 9.6.11R, Keller Group plc announced that, following a recent review by the Board of the structure and composition of its Committees, the Environment Committee and Social and Community Committee have been merged to form a new Sustainability Committee Juan Hernández Abrams has been appointed as Chair of the Sustainability Committee, which will continue to oversee progress against Keller’s Sustainability and ESG agenda. Baroness Kate Rock continues to hold the role of designated Non-executive Director with responsibility for workforce engagement at Keller. The membership of the Board Committees is as follows: Audit and Risk: Paula Bell, Eva Lindqvist, Kate Rock, Juan Hernández Abrams. Nomination and Governance Peter Hill – Group Chairman: Paula Bell, Eva Lindqvist, Juan Hernández Abrams. Remuneration: Eva Lindqvist, Paula Bell, Kate Rock, Juan Hernández Abrams. Sustainability: Juan Hernández Abrams: Peter Hill, Paula Bell, Eva Lindqvist, Kate Rock, Michael Speakman.
お知らせ • May 18Keller Group plc Approves Final Dividend for Year 2022Keller Group plc at its AGM held on Wednesday, 17 May 2023, approved to declare a final dividend of 24.5 pence per Ordinary Share.
Recent Insider Transactions • Mar 20CEO & Director recently sold €366k worth of stockOn the 15th of March, Michael Speakman sold around 48k shares on-market at roughly €7.55 per share. This transaction amounted to 41% 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 Michael's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.24 per share.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.87 in FY 2021)Full year 2022 results: EPS: UK£0.63 (down from UK£0.87 in FY 2021). Revenue: UK£2.94b (up 32% from FY 2021). Net income: UK£46.0m (down 27% from FY 2021). Profit margin: 1.6% (down from 2.8% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 14+ 1 more updateKeller Group plc to Report Fiscal Year 2022 Results on Mar 07, 2023Keller Group plc announced that they will report fiscal year 2022 results on Mar 07, 2023
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to €8.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.16 per share.
Upcoming Dividend • Aug 11Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 03First half 2022 earnings released: EPS: UK£0.34 (vs UK£0.28 in 1H 2021)First half 2022 results: EPS: UK£0.34 (up from UK£0.28 in 1H 2021). Revenue: UK£1.34b (up 36% from 1H 2021). Net income: UK£24.6m (up 19% from 1H 2021). Profit margin: 1.8% (down from 2.1% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02Keller Group plc Announces Interim Dividend, Payable on September 9, 2022The board of Keller Group plc has announced a 5% increase in the interim dividend to 13.2 pence (2021: 12.6 pence), payable on September 9, 2022 to shareholders on the register as at August 19, 2022. The Board will also be reviewing a further increase to the final dividend in respect of the current year as part of the Group's return to a progressive dividend policy.
お知らせ • Jun 28Keller Group plc Announces Increase in the Interim DividendThe Board of Keller Group plc is announcing a 5% increase in the interim dividend to 13.2 pence (2021: 12.6 pence) as part of the Group's interim results. The Board will also be reviewing a further increase to the final dividend in respect of the current year as part of the Group's return to a progressive dividend policy, as well as reviewing other options for capital returns.
Upcoming Dividend • May 25Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.6%).
お知らせ • May 19+ 1 more updateKeller Group plc Declares Final DividendKeller Group plc declared a final dividend of 23.3 pence per ordinary share, at the AGM held on May 18, 2022.
お知らせ • May 18Keller Group plc Affirms Earnings Guidance for the Year 2022Keller Group plc affirmed earnings guidance for the year 2022. The Board's expectations for the full year remain unchanged. The company expects its full year performance to have the customary second half weighting, and to reflect its usual increase in trading momentum as the year progresses.
お知らせ • Mar 10Keller Group plc Recommends 2021 Final Dividend, Payable on 1 July 2022The Board of Keller Group plc recommending the payment of a 2021 final dividend of 23.3 pence per share (2020: 23.3 pence per share) to be paid on 1 July 2022 to shareholders on the register as at the close of business on 6 June 2022.
Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.87 (up from UK£0.59 in FY 2020). Revenue: UK£2.22b (up 7.8% from FY 2020). Net income: UK£63.0m (up 48% from FY 2020). Profit margin: 2.8% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01Keller Group plc Announces Directorate ChangeKeller Group plc announced that Nancy Tuor Moore, independent Non-executive Director and Chair of Keller’s Environment Committee, has decided to retire from the Board at the conclusion of the Company’s Annual General Meeting to be held in May 2022, having served on the Board for 8 years. Juan Hernández Abrams will join the Board as an independent Non-executive Director with effect from 1 February 2022 and become a member of the Audit and Risk, Environment, Nomination and Governance, Remuneration, and Social and Community Committees. Juan will succeed Nancy Tuor Moore as Environment Committee Chair on 18 May 2022.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Executive Director David Burke was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 12Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.2%).
お知らせ • Aug 05Keller Group plc Provides Earnings Guidance for the Year 2021Keller Group plc provided earnings guidance for the year 2021. The Group's performance for the full year is now anticipated to be materially ahead of the Board's previous expectations, with a modest second half bias.
Reported Earnings • Aug 04First half 2021 earnings released: EPS UK£0.28 (vs UK£0.14 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: UK£984.1m (down 5.3% from 1H 2020). Net income: UK£20.6m (up 106% from 1H 2020). Profit margin: 2.1% (up from 1.0% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 27Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 25 June 2021. Trailing yield: 4.4%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.7%).
お知らせ • May 20Keller Group plc Approves Final Dividend for the Year 2020Keller Group plc approved to declare a final dividend of 23.3 pence per ordinary share for the year 2020, at its AGM held on 19 May 2021.
お知らせ • May 19Keller Group plc Provides Earnings Guidance for the Full Year of 2021Keller Group plc provided earnings guidance for the full year of 2021. The company expects full year profits to have the usual second half bias, and to reflect an increase in market confidence and trading momentum as the year progresses. The Board's expectations for the full year remain unchanged.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 2.6%. Over the next year, revenue is expected to shrink by 8.3% compared to a 11% growth forecast for the Construction industry in Germany.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS UK£0.59 (vs UK£0.30 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£2.06b (down 10% from FY 2019). Net income: UK£42.5m (up 99% from FY 2019). Profit margin: 2.1% (up from 0.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 03+ 1 more updateKeller Group plc, Annual General Meeting, May 19, 2021Keller Group plc, Annual General Meeting, May 19, 2021.
Is New 90 Day High Low • Feb 26New 90-day high: €8.95The company is up 26% from its price of €7.11 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.24 per share.
お知らせ • Feb 19Keller VSL Joint Venture Wins £167 Million HS2 ContractKeller Group plc and VSL International announce their 50:50 joint venture (KVJV) has been awarded a £167 million contract to deliver geotechnical work as part of the C1 package on High Speed 2 (HS2) in the UK. The contract was awarded to KVJV by Align, a joint venture of three international infrastructure companies; Bouygues Travaux Publics SAS, a subsidiary of Bouygues Construction, Sir Robert McAlpine and VolkerFitzpatrick, a subsidiary of VolkerWessels UK, which is building the C1 section of the new high speed line between London and the West Midlands. This section consists of 21.6km of high-speed rail infrastructure, including a 3.4km viaduct and twin-bore 16km tunnels under the Chilterns. KVJV's scope of work is to construct the piled foundations for the viaducts, grouting works, retaining structures for four ventilation shafts, and ground improvement works for the execution of the tunnel cross passages. At peak of the production it will require 270 highly skilled people working on site drawing on their expertise in ground engineering and foundations (diaphragm walls, grouting, piling). KVJV has already completed supplementary site investigations and pile testing. The teams are currently working on advance works for the south portal of the tunnel that will be the entry point for the tunnel boring machines, and the first diaphragm wall for one of the ventilation shafts.
Is New 90 Day High Low • Feb 03New 90-day high: €8.80The company is up 51% from its price of €5.83 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.21 per share.
お知らせ • Jan 28+ 3 more updatesKeller Group plc(LSE:KLR) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Keller Group plc(LSE:KLR) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
Is New 90 Day High Low • Dec 28New 90-day high: €8.29The company is up 27% from its price of €6.55 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.61 per share.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£8.29, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15x. This compares to an average P/E of 13x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 11%.
お知らせ • Nov 19+ 1 more updateKeller Group plc Announces Management Changes, Effective from 1 January 2021Keller Group plc announced that the new Europe division will be headed by Jim De Waele, as President Europe, and Mark Hooper, as Chief Financial Officer Europe, both appointments will be effective from 1 January 2021.
Is New 90 Day High Low • Oct 30New 90-day low: €5.60The company is down 8.0% from its price of €6.12 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.63 per share.
お知らせ • Sep 08DEUBIS Group acquired Wannenwetsch GmbH Hochdruckwassertechnik.DEUBIS Group acquired Wannenwetsch GmbH Hochdruckwassertechnik from Keller Group plc (LSE:KLR) on September 7, 2020. As a result of the transaction, the DEUBIS group will grow to more than 500 employees. DEUBIS Group completed the acquisition of Wannenwetsch GmbH Hochdruckwassertechnik from Keller Group plc (LSE:KLR) on September 7, 2020.