View ValuationEmeco Holdings 将来の成長Future 基準チェック /16Emeco Holdings利益と収益がそれぞれ年間6.9%と2.5%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10.4% 6.5%なると予測されています。主要情報6.9%収益成長率6.49%EPS成長率Trade Distributors 収益成長13.3%収益成長率2.5%将来の株主資本利益率10.43%アナリストカバレッジLow最終更新日08 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 15Emeco Holdings Limited to Report First Half, 2026 Results on Feb 19, 2026Emeco Holdings Limited announced that they will report first half, 2026 results on Feb 19, 2026お知らせ • Sep 19Emeco Holdings Limited, Annual General Meeting, Nov 20, 2025Emeco Holdings Limited, Annual General Meeting, Nov 20, 2025. Location: sydney Australiaお知らせ • Aug 14Emeco Holdings Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Emeco Holdings Limited announced that they will report fiscal year 2025 results on Aug 20, 2025お知らせ • Feb 04Emeco Holdings Limited to Report First Half, 2025 Results on Feb 19, 2025Emeco Holdings Limited announced that they will report first half, 2025 results on Feb 19, 2025お知らせ • Oct 14Emeco Holdings Limited Announces Board ChangesEmeco Holdings Limited appointed Mr. Ian Macliver as Chairman and Independent Non-Executive Director of the company, effective 1 December 2024. Mr. Macliver is a highly regarded and experienced director within the mining sector. Ian's executive and director experience covers all areas of corporate activity, including acquisitions, divestments, takeovers, business and strategic planning, debt and equity structuring, operating projects and financial reviews and valuations. Until recently, Mr. Macliver was Chairman of MMA Offshore Limited. Mr. Macliver is currently a Non-Executive Director of Sheffield Resources Limited and isnan Alternate Director of Wright Prospecting Pty Ltd. He was previously Non-Executive Chairman of Western Areas Limited and a Non-Executive Director of Otto Energy Limited and Mount Gibson Iron Limited. Ian holds a Bachelor of Commerce from the University of Western Australia and a Post Graduate Diploma from the Securities Institute of Australia and qualified as a Chartered Accountant. Ian is a Senior Fellow of the Financial Services Institute of Australasia and a Fellow of the Australian Institute of Company Directors. The company also announces that after serving four years as an Independent Director, Mr. Peter Kane will not seek re-election at company's upcoming Annual General Meeting, so will retire from the Board.お知らせ • Sep 25Emeco Holdings Limited, Annual General Meeting, Nov 20, 2024Emeco Holdings Limited, Annual General Meeting, Nov 20, 2024.New Risk • Aug 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Dividend is not well covered by earnings (0% payout ratio). Share price has been volatile over the past 3 months (10% average weekly change).Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.10 (vs AU$0.08 in FY 2023)Full year 2024 results: EPS: AU$0.10 (up from AU$0.08 in FY 2023). Revenue: AU$826.4m (down 5.5% from FY 2023). Net income: AU$52.7m (up 27% from FY 2023). Profit margin: 6.4% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Aug 16Emeco Holdings Limited to Report Fiscal Year 2024 Results on Aug 22, 2024Emeco Holdings Limited announced that they will report fiscal year 2024 results on Aug 22, 2024Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sarah Adam-Gedge was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 10Emeco Holdings Limited Announces Retirement of Peter Richards as Director, with Effect on 31 May 2024Emeco announced the retirement of Chairman Mr. Peter Richards as a Director of Emeco, with effect on 31 May 2024. Mr. Richards was appointed as an Independent Non-Executive Director in June 2010, and has beenChairman of Emeco since January 2016. Mr. Peter Frank, the Board's longest serving non-executive director, will act in an interim capacity as Chairman of the Board, while the Board considers appropriate independent candidates for the role. Emeco's interim Chairman Mr. Peter Frank said that Mr. Richards had provided significant service to Emeco. "Peter's significant business experience and long career has been a major source of expertise and advice for Emeco, and his tenure as Chairman has seen numerous positive changes eventuate for Emeco.お知らせ • Feb 21Emeco Holdings Limited Announces No Interim Dividend for the Six Months Ended December 31, 2023Emeco Holdings Limited announced Interim Dividend of nil for the six months ended December 31, 2023 compared to 1.25 cents a year ago.Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.038 (vs AU$0.005 in 1H 2023)First half 2024 results: EPS: AU$0.038 (up from AU$0.005 in 1H 2023). Revenue: AU$434.5m (up 1.2% from 1H 2023). Net income: AU$19.4m (up AU$16.7m from 1H 2023). Profit margin: 4.5% (up from 0.6% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.New Risk • Feb 20New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Feb 13Emeco Holdings Limited to Report First Half, 2024 Results on Feb 20, 2024Emeco Holdings Limited announced that they will report first half, 2024 results on Feb 20, 2024New Risk • Feb 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.7% net profit margin).New Risk • Nov 23New 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 6.6% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin).お知らせ • Sep 18Emeco Holdings Limited(ASX:EHL) dropped from S&P Global BMI IndexEmeco Holdings Limited(ASX:EHL) dropped from S&P Global BMI IndexUpcoming Dividend • Aug 31Upcoming dividend of AU$0.013 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).お知らせ • Aug 24Emeco Holdings Limited to Report Q2, 2024 Results on Dec 31, 2023Emeco Holdings Limited announced that they will report Q2, 2024 results on Dec 31, 2023お知らせ • Aug 23Emeco Holdings Limited Announces Fully Franked Final Dividend for the Six Months Ended 30 June 2023, Payable on 29 September 2023Emeco Holdings Limited announced ordinary fully franked final dividend of AUD 0.01250000 per share for the six months ended June 30, 2023. Ex-date is September 7, 2023. Record date is September 8, 2023. Payment date is September 29, 2023.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.08 (vs AU$0.12 in FY 2022)Full year 2023 results: EPS: AU$0.08 (down from AU$0.12 in FY 2022). Revenue: AU$879.0m (up 17% from FY 2022). Net income: AU$41.3m (down 36% from FY 2022). Profit margin: 4.7% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 13% per year.Board Change • Jun 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Peter Kane was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Jun 07Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €0.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 9.2% in 2 years. Earnings is forecast to grow by 104% in the next 2 years.お知らせ • Jun 07Emeco Holdings Limited Announces Retirement of Keith Skinner as Independent Non-Executive Director, Effect on 13 June 2023Emeco Holdings Limited announced that Mr. Keith Skinner will be retiring from his role as an Independent Non-Executive Director with Effect on 13 June 2023. Mr. Skinner Was Appointed in April 2017 and Has Been A Highly Valued Member of the Board Contributing At Many Levels. Mr. Walker brings significant financial and commercial experience from his 30-year career in executive leadership, asset management and investment banking. Mr. Walker currently serves as a board member for Starwood REIT, Clarus Corp. and Consumer Portfolio Services Inc. He is also a Strategic Partner of Jadian Capital, a real estate private equity investment firm. Mr. Walker was a Managing Partner of Fir Tree Partners and, prior to this, Managing Partner of Black Diamond Capital Management. He began his career in investment banking at Kidder, Peabody & Co and Bear Stearns.Buying Opportunity • Apr 15Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €0.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 9.2% in 2 years. Earnings is forecast to grow by 104% in the next 2 years.Upcoming Dividend • Mar 22Upcoming dividend of AU$0.013 per share at 3.5% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 13 April 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.005 (vs AU$0.056 in 1H 2022)First half 2023 results: EPS: AU$0.005 (down from AU$0.056 in 1H 2022). Revenue: AU$429.5m (up 15% from 1H 2022). Net income: AU$2.67m (down 91% from 1H 2022). Profit margin: 0.6% (down from 8.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 28% per year.お知らせ • Feb 10+ 2 more updatesEmeco Holdings Limited to Report First Half, 2023 Results on Feb 22, 2023Emeco Holdings Limited announced that they will report first half, 2023 results on Feb 22, 2023Upcoming Dividend • Sep 01Upcoming dividend of AU$0.013 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%).Reported Earnings • Aug 18Full year 2022 earnings released: EPS: AU$0.12 (vs AU$0.04 in FY 2021)Full year 2022 results: EPS: AU$0.12 (up from AU$0.04 in FY 2021). Revenue: AU$754.4m (up 22% from FY 2021). Net income: AU$65.0m (up 214% from FY 2021). Profit margin: 8.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.9%, compared to a 8.5% growth forecast for the Trade Distributors industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 25% per year.Upcoming Dividend • Mar 15Upcoming dividend of AU$0.013 per shareEligible shareholders must have bought the stock before 22 March 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 17First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.056 (up from AU$0.007 in 1H 2021). Revenue: AU$372.9m (up 25% from 1H 2021). Net income: AU$30.2m (up AU$26.9m from 1H 2021). Profit margin: 8.1% (up from 1.1% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 7.9%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.Executive Departure • Oct 01Chief Financial Officer Neil Siford has left the companyOn the 29th of September, Neil Siford's tenure as Chief Financial Officer ended after 1.5 years in the role. We don't have any record of a personal shareholding under Neil's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.17 years.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.013 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 30 September 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.2%).Reported Earnings • Aug 21Full year 2021 earnings released: EPS AU$0.04 (vs AU$0.20 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$620.5m (up 15% from FY 2020). Net income: AU$20.7m (down 69% from FY 2020). Profit margin: 3.3% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 02New 90-day low: €0.61The company is down 1.0% from its price of €0.61 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.89 per share.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 8.3%, compared to a 4.7% growth forecast for the Trade Distributors industry in Germany.Is New 90 Day High Low • Feb 10New 90-day high: €0.75The company is up 53% from its price of €0.49 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.92 per share.Is New 90 Day High Low • Dec 31New 90-day high: €0.68The company is up 47% from its price of €0.46 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.74 per share.Is New 90 Day High Low • Dec 10New 90-day high: €0.66The company is up 36% from its price of €0.48 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors 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 €1.46 per share.Is New 90 Day High Low • Nov 24New 90-day high: €0.58The company is up 16% from its price of €0.51 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.30 per share.Is New 90 Day High Low • Oct 21New 90-day low: €0.42The company is down 26% from its price of €0.57 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.18 per share.Is New 90 Day High Low • Sep 23New 90-day low: €0.43The company is down 26% from its price of €0.58 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.25 per share.業績と収益の成長予測DB:E3A - アナリストの将来予測と過去の財務データ ( )AUD 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6/30/2028884996825036/30/2027866948226236/30/20268468281254312/31/202582280105280N/A9/30/20258057899267N/A6/30/20257877592254N/A3/31/20257837173247N/A12/31/20247786754240N/A9/30/20248016038239N/A6/30/20248245322237N/A3/31/20248525530244N/A12/31/20238805838250N/A9/30/20238775033228N/A6/30/20238754127206N/A3/31/20238433927198N/A12/31/20228113728189N/A9/30/20227835139205N/A6/30/20227546551221N/A3/31/20227255642215N/A12/31/20216954833209N/A9/30/20216583442207N/A6/30/20216212151206N/A3/31/20216073268206N/A12/31/20205934285206N/A9/30/20205675474194N/A6/30/20205406663182N/A3/31/20205145750200N/A12/31/20194874937218N/A9/30/201947641N/A194N/A6/30/201946434N/A169N/A3/31/201944926N/A131N/A12/31/201843419N/A93N/A9/30/201840812N/A109N/A6/30/20183815N/A126N/A3/31/2018337-61N/A91N/A12/31/2017294-127N/A57N/A9/30/2017245-142N/A35N/A6/30/2017196-157N/A14N/A3/31/2017164-125N/A23N/A12/31/2016133-93N/A33N/A9/30/2016150-131N/A52N/A6/30/2016168-168N/A71N/A3/31/2016204-173N/A66N/A12/31/2015240-178N/A61N/A9/30/2015241-151N/A29N/A6/30/2015241-123N/A-3N/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: E3Aの予測収益成長率 (年間6.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: E3Aの収益 ( 6.9% ) 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: E3A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: E3Aの収益 ( 2.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: E3Aの収益 ( 2.5% ) 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: E3Aの 自己資本利益率 は、3年後には低くなると予測されています ( 10.4 %)。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2026/06/15 12:00終値2026/06/12 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Emeco Holdings Limited 3 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。15 アナリスト機関Duncan SimmondsBofA Global ResearchCameron BellCanaccord GenuityBen BrownetteDeutsche Bank12 その他のアナリストを表示
お知らせ • Feb 15Emeco Holdings Limited to Report First Half, 2026 Results on Feb 19, 2026Emeco Holdings Limited announced that they will report first half, 2026 results on Feb 19, 2026
お知らせ • Sep 19Emeco Holdings Limited, Annual General Meeting, Nov 20, 2025Emeco Holdings Limited, Annual General Meeting, Nov 20, 2025. Location: sydney Australia
お知らせ • Aug 14Emeco Holdings Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Emeco Holdings Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
お知らせ • Feb 04Emeco Holdings Limited to Report First Half, 2025 Results on Feb 19, 2025Emeco Holdings Limited announced that they will report first half, 2025 results on Feb 19, 2025
お知らせ • Oct 14Emeco Holdings Limited Announces Board ChangesEmeco Holdings Limited appointed Mr. Ian Macliver as Chairman and Independent Non-Executive Director of the company, effective 1 December 2024. Mr. Macliver is a highly regarded and experienced director within the mining sector. Ian's executive and director experience covers all areas of corporate activity, including acquisitions, divestments, takeovers, business and strategic planning, debt and equity structuring, operating projects and financial reviews and valuations. Until recently, Mr. Macliver was Chairman of MMA Offshore Limited. Mr. Macliver is currently a Non-Executive Director of Sheffield Resources Limited and isnan Alternate Director of Wright Prospecting Pty Ltd. He was previously Non-Executive Chairman of Western Areas Limited and a Non-Executive Director of Otto Energy Limited and Mount Gibson Iron Limited. Ian holds a Bachelor of Commerce from the University of Western Australia and a Post Graduate Diploma from the Securities Institute of Australia and qualified as a Chartered Accountant. Ian is a Senior Fellow of the Financial Services Institute of Australasia and a Fellow of the Australian Institute of Company Directors. The company also announces that after serving four years as an Independent Director, Mr. Peter Kane will not seek re-election at company's upcoming Annual General Meeting, so will retire from the Board.
お知らせ • Sep 25Emeco Holdings Limited, Annual General Meeting, Nov 20, 2024Emeco Holdings Limited, Annual General Meeting, Nov 20, 2024.
New Risk • Aug 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Dividend is not well covered by earnings (0% payout ratio). Share price has been volatile over the past 3 months (10% average weekly change).
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.10 (vs AU$0.08 in FY 2023)Full year 2024 results: EPS: AU$0.10 (up from AU$0.08 in FY 2023). Revenue: AU$826.4m (down 5.5% from FY 2023). Net income: AU$52.7m (up 27% from FY 2023). Profit margin: 6.4% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Aug 16Emeco Holdings Limited to Report Fiscal Year 2024 Results on Aug 22, 2024Emeco Holdings Limited announced that they will report fiscal year 2024 results on Aug 22, 2024
Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sarah Adam-Gedge was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 10Emeco Holdings Limited Announces Retirement of Peter Richards as Director, with Effect on 31 May 2024Emeco announced the retirement of Chairman Mr. Peter Richards as a Director of Emeco, with effect on 31 May 2024. Mr. Richards was appointed as an Independent Non-Executive Director in June 2010, and has beenChairman of Emeco since January 2016. Mr. Peter Frank, the Board's longest serving non-executive director, will act in an interim capacity as Chairman of the Board, while the Board considers appropriate independent candidates for the role. Emeco's interim Chairman Mr. Peter Frank said that Mr. Richards had provided significant service to Emeco. "Peter's significant business experience and long career has been a major source of expertise and advice for Emeco, and his tenure as Chairman has seen numerous positive changes eventuate for Emeco.
お知らせ • Feb 21Emeco Holdings Limited Announces No Interim Dividend for the Six Months Ended December 31, 2023Emeco Holdings Limited announced Interim Dividend of nil for the six months ended December 31, 2023 compared to 1.25 cents a year ago.
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.038 (vs AU$0.005 in 1H 2023)First half 2024 results: EPS: AU$0.038 (up from AU$0.005 in 1H 2023). Revenue: AU$434.5m (up 1.2% from 1H 2023). Net income: AU$19.4m (up AU$16.7m from 1H 2023). Profit margin: 4.5% (up from 0.6% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
New Risk • Feb 20New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 48% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Feb 13Emeco Holdings Limited to Report First Half, 2024 Results on Feb 20, 2024Emeco Holdings Limited announced that they will report first half, 2024 results on Feb 20, 2024
New Risk • Feb 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.7% net profit margin).
New Risk • Nov 23New 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 6.6% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin).
お知らせ • Sep 18Emeco Holdings Limited(ASX:EHL) dropped from S&P Global BMI IndexEmeco Holdings Limited(ASX:EHL) dropped from S&P Global BMI Index
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.013 per share at 3.8% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
お知らせ • Aug 24Emeco Holdings Limited to Report Q2, 2024 Results on Dec 31, 2023Emeco Holdings Limited announced that they will report Q2, 2024 results on Dec 31, 2023
お知らせ • Aug 23Emeco Holdings Limited Announces Fully Franked Final Dividend for the Six Months Ended 30 June 2023, Payable on 29 September 2023Emeco Holdings Limited announced ordinary fully franked final dividend of AUD 0.01250000 per share for the six months ended June 30, 2023. Ex-date is September 7, 2023. Record date is September 8, 2023. Payment date is September 29, 2023.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.08 (vs AU$0.12 in FY 2022)Full year 2023 results: EPS: AU$0.08 (down from AU$0.12 in FY 2022). Revenue: AU$879.0m (up 17% from FY 2022). Net income: AU$41.3m (down 36% from FY 2022). Profit margin: 4.7% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 13% per year.
Board Change • Jun 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Peter Kane was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Jun 07Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €0.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 9.2% in 2 years. Earnings is forecast to grow by 104% in the next 2 years.
お知らせ • Jun 07Emeco Holdings Limited Announces Retirement of Keith Skinner as Independent Non-Executive Director, Effect on 13 June 2023Emeco Holdings Limited announced that Mr. Keith Skinner will be retiring from his role as an Independent Non-Executive Director with Effect on 13 June 2023. Mr. Skinner Was Appointed in April 2017 and Has Been A Highly Valued Member of the Board Contributing At Many Levels. Mr. Walker brings significant financial and commercial experience from his 30-year career in executive leadership, asset management and investment banking. Mr. Walker currently serves as a board member for Starwood REIT, Clarus Corp. and Consumer Portfolio Services Inc. He is also a Strategic Partner of Jadian Capital, a real estate private equity investment firm. Mr. Walker was a Managing Partner of Fir Tree Partners and, prior to this, Managing Partner of Black Diamond Capital Management. He began his career in investment banking at Kidder, Peabody & Co and Bear Stearns.
Buying Opportunity • Apr 15Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €0.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 9.2% in 2 years. Earnings is forecast to grow by 104% in the next 2 years.
Upcoming Dividend • Mar 22Upcoming dividend of AU$0.013 per share at 3.5% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 13 April 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.005 (vs AU$0.056 in 1H 2022)First half 2023 results: EPS: AU$0.005 (down from AU$0.056 in 1H 2022). Revenue: AU$429.5m (up 15% from 1H 2022). Net income: AU$2.67m (down 91% from 1H 2022). Profit margin: 0.6% (down from 8.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 28% per year.
お知らせ • Feb 10+ 2 more updatesEmeco Holdings Limited to Report First Half, 2023 Results on Feb 22, 2023Emeco Holdings Limited announced that they will report first half, 2023 results on Feb 22, 2023
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.013 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%).
Reported Earnings • Aug 18Full year 2022 earnings released: EPS: AU$0.12 (vs AU$0.04 in FY 2021)Full year 2022 results: EPS: AU$0.12 (up from AU$0.04 in FY 2021). Revenue: AU$754.4m (up 22% from FY 2021). Net income: AU$65.0m (up 214% from FY 2021). Profit margin: 8.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.9%, compared to a 8.5% growth forecast for the Trade Distributors industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 25% per year.
Upcoming Dividend • Mar 15Upcoming dividend of AU$0.013 per shareEligible shareholders must have bought the stock before 22 March 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 17First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.056 (up from AU$0.007 in 1H 2021). Revenue: AU$372.9m (up 25% from 1H 2021). Net income: AU$30.2m (up AU$26.9m from 1H 2021). Profit margin: 8.1% (up from 1.1% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 7.9%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
Executive Departure • Oct 01Chief Financial Officer Neil Siford has left the companyOn the 29th of September, Neil Siford's tenure as Chief Financial Officer ended after 1.5 years in the role. We don't have any record of a personal shareholding under Neil's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.17 years.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.013 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 30 September 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.2%).
Reported Earnings • Aug 21Full year 2021 earnings released: EPS AU$0.04 (vs AU$0.20 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$620.5m (up 15% from FY 2020). Net income: AU$20.7m (down 69% from FY 2020). Profit margin: 3.3% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 02New 90-day low: €0.61The company is down 1.0% from its price of €0.61 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.89 per share.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 8.3%, compared to a 4.7% growth forecast for the Trade Distributors industry in Germany.
Is New 90 Day High Low • Feb 10New 90-day high: €0.75The company is up 53% from its price of €0.49 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.92 per share.
Is New 90 Day High Low • Dec 31New 90-day high: €0.68The company is up 47% from its price of €0.46 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.74 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €0.66The company is up 36% from its price of €0.48 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors 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 €1.46 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €0.58The company is up 16% from its price of €0.51 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.30 per share.
Is New 90 Day High Low • Oct 21New 90-day low: €0.42The company is down 26% from its price of €0.57 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.18 per share.
Is New 90 Day High Low • Sep 23New 90-day low: €0.43The company is down 26% from its price of €0.58 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.25 per share.