This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPetrofac(P2F)株式概要ペトロファック・リミテッドは、英国、アルジェリア、リトアニア、マレーシア、米国、タイ、オマーン、オーストラリア、バーレーン、クウェート、イラク、リビア、インド、アラブ首長国連邦、オランダ、コートジボワール、および国際的なエネルギー産業向けインフラの設計、建設、管理、保守、廃止を行っている。 詳細P2F ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長5/6過去の実績0/6財務の健全性0/6配当金0/6報酬当社が推定した公正価値より99.1%で取引されている 収益は年間117%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析マイナスの株主資本 株式の流動性は非常に低い 意味のある時価総額がありません ( €24M )最新の財務報告は6か月以上前のものである すべてのリスクチェックを見るP2F Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.04899.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-572m8b2016201920222025202620282031Revenue US$7.3bEarnings US$663.2mAdvancedSet Fair ValueView all narrativesPetrofac Limited 競合他社Biofrigas SwedenSymbol: BST:1IOMarket cap: €18.9mDaldrup & SöhneSymbol: XTRA:4DSMarket cap: €120.9mH2APEX GroupSymbol: XTRA:H2AMarket cap: €47.7mPetro MatadSymbol: DB:HA3Market cap: €24.2m価格と性能株価の高値、安値、推移の概要Petrofac過去の株価現在の株価UK£0.04852週高値UK£0.2452週安値UK£0.048ベータ0.731ヶ月の変化0%3ヶ月変化-19.60%1年変化-78.44%3年間の変化-96.43%5年間の変化-96.89%IPOからの変化-99.01%最新ニュースお知らせ • Oct 20Petrofac Limited Announces Restructuring UpdateFurther to its announcement on 1 October 2025, in which Petrofac Limited advised it was advancing more than one route to implement the Restructuring, it confirms that the Restructuring will result in no residual value being retained by existing shareholders. The Company remains focused on completing the Restructuring in the shortest possible time and by the end of November 2025. It has made very good progress towards implementation, and expects to shortly conclude a Lock Up Agreement in respect of the identified implementation route, which will support the Group’s operational capability and ongoing delivery. The Group expects to share further detail in the coming days.お知らせ • Jul 03Petrofac Limited Announces Court of Appeal Upholds Appeal Against Restructuring PlanThe Court of appeal has upheld an appeal, brought by certain creditors connected with the Thai Oil project, against the Order of the High Court which sanctioned the Restructuring Plans of Petrofac Limited and Petrofac International (UAE) LLC. The appeal was upheld on narrow grounds associated with the terms of the New Money financing and the evidence provided in support of it, that had previously been accepted by the High Court. All other grounds of appeal were unsuccessful. The Company is carefully studying the detailed judgment, which was made available to it this morning, and will discuss with key stakeholders the implications of the judgment and potential routes forward. The Company will provide further updates in due course.お知らせ • Jul 02Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)お知らせ • Jan 08Petrofac Limited Announces Resignation of Sara Akbar as Non-Executive Director, Effective from 31 January 2025Petrofac Limited announced that Non-executive Director Sara Akbar has notified the Board of her intention to step down from her duties to pursue other business interests. She will do so from 31 January 2025. a result of the Board changes announced now, the Directors now sit on the following Board Committees as follows; Nominations Committee: René Médori (Chair), Matthias Bichsel, David Davies. Audit Committee: David Davies (Chair), Matthias Bichsel, Aidan de Brunner. Compliance & Ethics Committee: Mattias Bichsel (Chair), David Davies, René Médori. Remuneration Committee: Matthias Bichsel (Chair), David Davies, René Médori. Special Committee: Aidan de Brunner (Chair), Tareq Kawash, Afonso Reis e Sousa.Reported Earnings • Oct 02First half 2024 earnings released: US$0.40 loss per share (vs US$0.27 loss in 1H 2023)First half 2024 results: US$0.40 loss per share (further deteriorated from US$0.27 loss in 1H 2023). Revenue: US$1.24b (flat on 1H 2023). Net loss: US$208.0m (loss widened 48% from 1H 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 10Petrofac Limited Announces Resignation of Ayman Asfari and Francesca Di Carlo as DirectorsPetrofac Limited announced the resignations of Ayman Asfari and Francesca Di Carlo as directors of the company with effect from 31 July 2024.最新情報をもっと見るRecent updatesお知らせ • Oct 20Petrofac Limited Announces Restructuring UpdateFurther to its announcement on 1 October 2025, in which Petrofac Limited advised it was advancing more than one route to implement the Restructuring, it confirms that the Restructuring will result in no residual value being retained by existing shareholders. The Company remains focused on completing the Restructuring in the shortest possible time and by the end of November 2025. It has made very good progress towards implementation, and expects to shortly conclude a Lock Up Agreement in respect of the identified implementation route, which will support the Group’s operational capability and ongoing delivery. The Group expects to share further detail in the coming days.お知らせ • Jul 03Petrofac Limited Announces Court of Appeal Upholds Appeal Against Restructuring PlanThe Court of appeal has upheld an appeal, brought by certain creditors connected with the Thai Oil project, against the Order of the High Court which sanctioned the Restructuring Plans of Petrofac Limited and Petrofac International (UAE) LLC. The appeal was upheld on narrow grounds associated with the terms of the New Money financing and the evidence provided in support of it, that had previously been accepted by the High Court. All other grounds of appeal were unsuccessful. The Company is carefully studying the detailed judgment, which was made available to it this morning, and will discuss with key stakeholders the implications of the judgment and potential routes forward. The Company will provide further updates in due course.お知らせ • Jul 02Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)お知らせ • Jan 08Petrofac Limited Announces Resignation of Sara Akbar as Non-Executive Director, Effective from 31 January 2025Petrofac Limited announced that Non-executive Director Sara Akbar has notified the Board of her intention to step down from her duties to pursue other business interests. She will do so from 31 January 2025. a result of the Board changes announced now, the Directors now sit on the following Board Committees as follows; Nominations Committee: René Médori (Chair), Matthias Bichsel, David Davies. Audit Committee: David Davies (Chair), Matthias Bichsel, Aidan de Brunner. Compliance & Ethics Committee: Mattias Bichsel (Chair), David Davies, René Médori. Remuneration Committee: Matthias Bichsel (Chair), David Davies, René Médori. Special Committee: Aidan de Brunner (Chair), Tareq Kawash, Afonso Reis e Sousa.Reported Earnings • Oct 02First half 2024 earnings released: US$0.40 loss per share (vs US$0.27 loss in 1H 2023)First half 2024 results: US$0.40 loss per share (further deteriorated from US$0.27 loss in 1H 2023). Revenue: US$1.24b (flat on 1H 2023). Net loss: US$208.0m (loss widened 48% from 1H 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 10Petrofac Limited Announces Resignation of Ayman Asfari and Francesca Di Carlo as DirectorsPetrofac Limited announced the resignations of Ayman Asfari and Francesca Di Carlo as directors of the company with effect from 31 July 2024.お知らせ • Sep 02Petrofac Limited, Annual General Meeting, Sep 23, 2024Petrofac Limited, Annual General Meeting, Sep 23, 2024. Location: the offices of linklaters llp, one silk street, ec2y 8hq, london United KingdomReported Earnings • Jun 06Full year 2023 earnings released: US$0.97 loss per share (vs US$0.60 loss in FY 2022)Full year 2023 results: US$0.97 loss per share (further deteriorated from US$0.60 loss in FY 2022). Revenue: US$2.50b (down 3.7% from FY 2022). Net loss: US$505.0m (loss widened 63% from FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 53% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 05Aidan de Brunner Joins Petrofac Limited as Non-Executive DirectorPetrofac Limited announced that Aidan de Brunner has joined the Company as a Non-Executive Director. Aidan brings to Petrofac over 20 years of board, management, investment and financial advisory experience gained across a variety of global businesses. As the Group pivots to the execution of the new contracts won in 2023, Aidan will commit a significant portion of his time to supporting the Board for a limited period. He will drive engagement with finance providers, investors and other stakeholders in an active review of strategic and financial options to deliver on Petrofac’s potential following its most successful period for new awards in many years.New Risk • Nov 24New 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 9.4% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.4% average weekly change). Negative equity (-US$66m).Reported Earnings • Aug 13First half 2023 earnings released: US$0.32 loss per share (vs US$0.076 profit in 1H 2022)First half 2023 results: US$0.32 loss per share (down from US$0.076 profit in 1H 2022). Revenue: US$1.21b (down 3.2% from 1H 2022). Net loss: US$165.0m (down US$204.0m from profit in 1H 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Energy Services industry in Europe. 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 23% per year, which means it is performing significantly worse than earnings.New Risk • Aug 11New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$66m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Negative equity (-US$66m).お知らせ • Aug 10Petrofac Limited to Report First Half, 2023 Results on Aug 10, 2023Petrofac Limited announced that they will report first half, 2023 results on Aug 10, 2023Reported Earnings • May 30Full year 2022 earnings released: US$0.60 loss per share (vs US$0.68 loss in FY 2021)Full year 2022 results: US$0.60 loss per share. Revenue: US$2.59b (down 15% from FY 2021). Net loss: US$310.0m (loss widened 27% from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Energy Services industry in Europe.お知らせ • Nov 17Petrofac Limited, Annual General Meeting, May 12, 2023Petrofac Limited, Annual General Meeting, May 12, 2023, at 09:30 Coordinated Universal Time.Reported Earnings • Aug 13First half 2022 earnings released: US$0.027 loss per share (vs US$0.26 loss in 1H 2021)First half 2022 results: US$0.027 loss per share (up from US$0.26 loss in 1H 2021). Revenue: US$1.23b (down 23% from 1H 2021). Net loss: US$14.0m (loss narrowed 84% from 1H 2021). Over the next year, revenue is forecast to stay flat compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jun 25Now 24% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €1.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 28Full year 2021 earnings released: US$0.54 loss per share (vs US$0.57 loss in FY 2020)Full year 2021 results: US$0.54 loss per share. Revenue: US$3.06b (down 25% from FY 2020). Net loss: US$195.0m (loss widened 1.6% from FY 2020). Over the next year, revenue is expected to shrink by 7.2% compared to a 25% growth forecast for the industry in Germany.Reported Earnings • Oct 28First half 2021 earnings released: US$0.25 loss per share (vs US$0.23 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: US$1.60b (down 24% from 1H 2020). Net loss: US$86.0m (loss widened 10% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.Board Change • Sep 14Insufficient 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. 7 experienced directors. 1 highly experienced director. Non-Executive Director Francesca Di Carlo was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 08Insufficient 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. 7 experienced directors. 1 highly experienced director. Non-Executive Director Francesca Di Carlo was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Sep 07CFO & Executive Director Alastair Cochran has left the companyOn the 1st of September, Alastair Cochran's tenure as CFO & Executive Director ended after 4.9 years in the role. As of June 2021, Alastair still personally held 147.54k shares (€187k worth at the time). Alastair is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.54 years.Reported Earnings • May 22Full year 2020 earnings released: US$0.53 loss per share (vs US$0.22 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$4.08b (down 26% from FY 2019). Net loss: US$180.0m (down 347% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 24Full year 2020 earnings released: US$0.53 loss per share (vs US$0.22 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$4.08b (down 26% from FY 2019). Net loss: US$180.0m (down 347% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 16Carnarvon Petroleum Limited Awards Drilling Management Services Contract to Petrofac LimitedCarnarvon Petroleum Limited announced the award of a drilling management services contract to Petrofac Limited (LSE: PFC, "Petrofac") for the B-10 appraisal well, which is expected to be drilled in H2 2021, subject to funding, rig availability and government approvals. On 17 December 2020, the Company announced it had entered into a subscription agreement with Timor-Leste Petroleum Pty Ltd. (a subsidiary of Carnarvon) to obtain up to a 50% equity interest in Carnarvon Petroleum Timor, Unipessoal Lda ("JVco"), its subsidiary which holds a 100% working interest in the Buffalo oil field (the "Subscription Agreement"), conditional, inter alia, on raising the necessary funding. JVco is presently making drilling preparations for the B-10 appraisal well, which is designed to drill the crest of the structure with the objectives of re-certifying resources into reserves and finalising the development plan for this proven oil field.お知らせ • Jan 28+ 1 more updatePetrofac Limited(LSE:PFC) dropped from S&P EUROPE 350 - Energy (Industry Group)Petrofac Limited(LSE:PFC) dropped from S&P EUROPE 350 - Energy (Industry Group)Is New 90 Day High Low • Jan 20New 90-day low: €1.25The company is down 4.0% from its price of €1.30 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.95 per share.Is New 90 Day High Low • Nov 24New 90-day high: €1.91The company is up 2.0% from its price of €1.87 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 Energy Services 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 €10.99 per share.お知らせ • Nov 10Petrofac Limited to Report Fiscal Year 2020 Results on Feb 24, 2021Petrofac Limited announced that they will report fiscal year 2020 results on Feb 24, 2021お知らせ • Nov 04Perenco (Oil & Gas) International Limited completed the acquisition of remaining 51% stake in Petrofac Netherlands Holding B.V. from Petrofac Limited (LSE:PFC).Perenco (Oil & Gas) International Limited singed an agreement to acquire remaining 51% stake in Petrofac Netherlands Holding B.V. from Petrofac Limited (LSE:PFC) for approximately $280 million on September 19, 2019. Under the terms of transaction, Petrofac Limited will receive an initial $37.5 million upon signing and a further minimum payment of $82.7 million upon completion of the transaction. The total consideration of up to $276 million comprises a fixed amount and a series of contingent amounts that depend upon future milestones, including field development, commercial, service contract transition and fiscal terms, and is subject to the level of achievement of the milestones above. The transaction is subjected to regulatory approval, which expected to close in 2020. On August 11, 2020, transaction is expected to complete in the second half of 2020. Proceeds from the sale will be used to reduce gross debt. HSBC USA Inc. acted as financial advisor to Petrofac Limited. Perenco (Oil & Gas) International Limited completed the acquisition of remaining 51% stake in Petrofac Netherlands Holding B.V. from Petrofac Limited (LSE:PFC) on November 3, 2020. Cash consideration received on completion was $82.7 million. In total, Petrofac has received $120.2 million. Further consideration of up to $155.8 million is potentially receivable, comprising $80.2 million plus interest payable on completion, which is disputed by Perenco. Petrofac will initiate formal legal proceedings against Perenco to recover this balance; and $75.6 million contingent on future milestones, including field development, commercial, service contract transition and fiscal terms.お知らせ • Oct 13+ 2 more updatesPetrofac Limited Announces Board ChangesPetrofac Limited announced that Sami Iskander will join as Deputy Chief Executive on 1 November 2020 and, following a short transition period, will assume the role of Group Chief Executive from 1 January 2021, at which time he will also be appointed as an Executive Director to Petrofac's Board of Directors. On 1 January 2021, Ayman Asfari will be appointed as a Non-executive Director to the company's Board of Directors, to provide stability and continuity.お知らせ • Aug 12Petrofac Limited Announces No Interim Dividend for the Six Months Ended 30 June 2020The Board of Petrofac Limited recognised the importance of dividends to shareholders, but has decided to continue to suspend dividend payments and therefore not pay an interim dividend in 2020 (2019: 12.7 US cents per share) to conserve cash. At this time of considerable economic uncertainty, the Board is prioritising maintaining a strong balance sheet and does not expect to resume the payment of dividends until there is a sustained recovery in new order intake.株主還元P2FDE Energy ServicesDE 市場7D0%1.3%-0.7%1Y-78.4%54.7%2.0%株主還元を見る業界別リターン: P2F過去 1 年間で54.7 % の収益を上げたGerman Energy Services業界を下回りました。リターン対市場: P2Fは、過去 1 年間で2 % のリターンを上げたGerman市場を下回りました。価格変動Is P2F's price volatile compared to industry and market?P2F volatilityP2F Average Weekly Movementn/aEnergy Services Industry Average Movement5.4%Market Average Movement5.9%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.8%安定した株価: P2Fの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のP2Fのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO(最高経営責任者ウェブサイト19818,600Tareq Kawashwww.petrofac.comペトロファック・リミテッドは、英国、アルジェリア、リトアニア、マレーシア、米国、タイ、オマーン、オーストラリア、バーレーン、クウェート、イラク、リビア、インド、アラブ首長国連邦、オランダ、コートジボワール、および国際的なエネルギー産業向けインフラの設計、建設、管理、保守、廃止を行っている。3つのセグメントで事業を展開している:エンジニアリング&コンストラクション(E&C)、アセット・ソリューション、統合エネルギー・サービス(IES)。エンジニアリング&コンストラクション部門は、陸上および海上のエンジニアリング、調達、建設、据付、試運転サービスを提供している。アセット・ソリューション部門は、コンセプト、フィージビリティ、フロントエンドエンジニアリング設計サービスを提供するほか、陸上およびオフショアオペレーションの管理・保守を行う。統合エネルギー・サービス部門は、既存の資産ポートフォリオから価値を提供することに注力している。同社は1981年に設立され、ジャージー州セントヘリアに本拠を置く。もっと見るPetrofac Limited 基礎のまとめPetrofac の収益と売上を時価総額と比較するとどうか。P2F 基礎統計学時価総額€23.89m収益(TTM)-€486.89m売上高(TTM)€2.13b0.0xP/Sレシオ0.0xPER(株価収益率P2F は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計P2F 損益計算書(TTM)収益US$2.51b売上原価US$2.72b売上総利益-US$216.00mその他の費用US$356.00m収益-US$572.00m直近の収益報告Jun 30, 2024次回決算日該当なし一株当たり利益(EPS)-1.09グロス・マージン-8.62%純利益率-22.83%有利子負債/自己資本比率-120.7%P2F の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2025/07/28 22:28終値2025/04/30 00:00収益2024/06/30年間収益2023/12/31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Petrofac Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関James CrandellBarclaysHenry TarrBerenbergGuillaume DelabyBernstein26 その他のアナリストを表示
お知らせ • Oct 20Petrofac Limited Announces Restructuring UpdateFurther to its announcement on 1 October 2025, in which Petrofac Limited advised it was advancing more than one route to implement the Restructuring, it confirms that the Restructuring will result in no residual value being retained by existing shareholders. The Company remains focused on completing the Restructuring in the shortest possible time and by the end of November 2025. It has made very good progress towards implementation, and expects to shortly conclude a Lock Up Agreement in respect of the identified implementation route, which will support the Group’s operational capability and ongoing delivery. The Group expects to share further detail in the coming days.
お知らせ • Jul 03Petrofac Limited Announces Court of Appeal Upholds Appeal Against Restructuring PlanThe Court of appeal has upheld an appeal, brought by certain creditors connected with the Thai Oil project, against the Order of the High Court which sanctioned the Restructuring Plans of Petrofac Limited and Petrofac International (UAE) LLC. The appeal was upheld on narrow grounds associated with the terms of the New Money financing and the evidence provided in support of it, that had previously been accepted by the High Court. All other grounds of appeal were unsuccessful. The Company is carefully studying the detailed judgment, which was made available to it this morning, and will discuss with key stakeholders the implications of the judgment and potential routes forward. The Company will provide further updates in due course.
お知らせ • Jul 02Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)
お知らせ • Jan 08Petrofac Limited Announces Resignation of Sara Akbar as Non-Executive Director, Effective from 31 January 2025Petrofac Limited announced that Non-executive Director Sara Akbar has notified the Board of her intention to step down from her duties to pursue other business interests. She will do so from 31 January 2025. a result of the Board changes announced now, the Directors now sit on the following Board Committees as follows; Nominations Committee: René Médori (Chair), Matthias Bichsel, David Davies. Audit Committee: David Davies (Chair), Matthias Bichsel, Aidan de Brunner. Compliance & Ethics Committee: Mattias Bichsel (Chair), David Davies, René Médori. Remuneration Committee: Matthias Bichsel (Chair), David Davies, René Médori. Special Committee: Aidan de Brunner (Chair), Tareq Kawash, Afonso Reis e Sousa.
Reported Earnings • Oct 02First half 2024 earnings released: US$0.40 loss per share (vs US$0.27 loss in 1H 2023)First half 2024 results: US$0.40 loss per share (further deteriorated from US$0.27 loss in 1H 2023). Revenue: US$1.24b (flat on 1H 2023). Net loss: US$208.0m (loss widened 48% from 1H 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 10Petrofac Limited Announces Resignation of Ayman Asfari and Francesca Di Carlo as DirectorsPetrofac Limited announced the resignations of Ayman Asfari and Francesca Di Carlo as directors of the company with effect from 31 July 2024.
お知らせ • Oct 20Petrofac Limited Announces Restructuring UpdateFurther to its announcement on 1 October 2025, in which Petrofac Limited advised it was advancing more than one route to implement the Restructuring, it confirms that the Restructuring will result in no residual value being retained by existing shareholders. The Company remains focused on completing the Restructuring in the shortest possible time and by the end of November 2025. It has made very good progress towards implementation, and expects to shortly conclude a Lock Up Agreement in respect of the identified implementation route, which will support the Group’s operational capability and ongoing delivery. The Group expects to share further detail in the coming days.
お知らせ • Jul 03Petrofac Limited Announces Court of Appeal Upholds Appeal Against Restructuring PlanThe Court of appeal has upheld an appeal, brought by certain creditors connected with the Thai Oil project, against the Order of the High Court which sanctioned the Restructuring Plans of Petrofac Limited and Petrofac International (UAE) LLC. The appeal was upheld on narrow grounds associated with the terms of the New Money financing and the evidence provided in support of it, that had previously been accepted by the High Court. All other grounds of appeal were unsuccessful. The Company is carefully studying the detailed judgment, which was made available to it this morning, and will discuss with key stakeholders the implications of the judgment and potential routes forward. The Company will provide further updates in due course.
お知らせ • Jul 02Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)Petrofac Limited(LSE:PFC) dropped from FTSE All-Share Index (GBP)
お知らせ • Jan 08Petrofac Limited Announces Resignation of Sara Akbar as Non-Executive Director, Effective from 31 January 2025Petrofac Limited announced that Non-executive Director Sara Akbar has notified the Board of her intention to step down from her duties to pursue other business interests. She will do so from 31 January 2025. a result of the Board changes announced now, the Directors now sit on the following Board Committees as follows; Nominations Committee: René Médori (Chair), Matthias Bichsel, David Davies. Audit Committee: David Davies (Chair), Matthias Bichsel, Aidan de Brunner. Compliance & Ethics Committee: Mattias Bichsel (Chair), David Davies, René Médori. Remuneration Committee: Matthias Bichsel (Chair), David Davies, René Médori. Special Committee: Aidan de Brunner (Chair), Tareq Kawash, Afonso Reis e Sousa.
Reported Earnings • Oct 02First half 2024 earnings released: US$0.40 loss per share (vs US$0.27 loss in 1H 2023)First half 2024 results: US$0.40 loss per share (further deteriorated from US$0.27 loss in 1H 2023). Revenue: US$1.24b (flat on 1H 2023). Net loss: US$208.0m (loss widened 48% from 1H 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 10Petrofac Limited Announces Resignation of Ayman Asfari and Francesca Di Carlo as DirectorsPetrofac Limited announced the resignations of Ayman Asfari and Francesca Di Carlo as directors of the company with effect from 31 July 2024.
お知らせ • Sep 02Petrofac Limited, Annual General Meeting, Sep 23, 2024Petrofac Limited, Annual General Meeting, Sep 23, 2024. Location: the offices of linklaters llp, one silk street, ec2y 8hq, london United Kingdom
Reported Earnings • Jun 06Full year 2023 earnings released: US$0.97 loss per share (vs US$0.60 loss in FY 2022)Full year 2023 results: US$0.97 loss per share (further deteriorated from US$0.60 loss in FY 2022). Revenue: US$2.50b (down 3.7% from FY 2022). Net loss: US$505.0m (loss widened 63% from FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 53% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 05Aidan de Brunner Joins Petrofac Limited as Non-Executive DirectorPetrofac Limited announced that Aidan de Brunner has joined the Company as a Non-Executive Director. Aidan brings to Petrofac over 20 years of board, management, investment and financial advisory experience gained across a variety of global businesses. As the Group pivots to the execution of the new contracts won in 2023, Aidan will commit a significant portion of his time to supporting the Board for a limited period. He will drive engagement with finance providers, investors and other stakeholders in an active review of strategic and financial options to deliver on Petrofac’s potential following its most successful period for new awards in many years.
New Risk • Nov 24New 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 9.4% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.4% average weekly change). Negative equity (-US$66m).
Reported Earnings • Aug 13First half 2023 earnings released: US$0.32 loss per share (vs US$0.076 profit in 1H 2022)First half 2023 results: US$0.32 loss per share (down from US$0.076 profit in 1H 2022). Revenue: US$1.21b (down 3.2% from 1H 2022). Net loss: US$165.0m (down US$204.0m from profit in 1H 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Energy Services industry in Europe. 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 23% per year, which means it is performing significantly worse than earnings.
New Risk • Aug 11New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$66m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Negative equity (-US$66m).
お知らせ • Aug 10Petrofac Limited to Report First Half, 2023 Results on Aug 10, 2023Petrofac Limited announced that they will report first half, 2023 results on Aug 10, 2023
Reported Earnings • May 30Full year 2022 earnings released: US$0.60 loss per share (vs US$0.68 loss in FY 2021)Full year 2022 results: US$0.60 loss per share. Revenue: US$2.59b (down 15% from FY 2021). Net loss: US$310.0m (loss widened 27% from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Energy Services industry in Europe.
お知らせ • Nov 17Petrofac Limited, Annual General Meeting, May 12, 2023Petrofac Limited, Annual General Meeting, May 12, 2023, at 09:30 Coordinated Universal Time.
Reported Earnings • Aug 13First half 2022 earnings released: US$0.027 loss per share (vs US$0.26 loss in 1H 2021)First half 2022 results: US$0.027 loss per share (up from US$0.26 loss in 1H 2021). Revenue: US$1.23b (down 23% from 1H 2021). Net loss: US$14.0m (loss narrowed 84% from 1H 2021). Over the next year, revenue is forecast to stay flat compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jun 25Now 24% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €1.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 28Full year 2021 earnings released: US$0.54 loss per share (vs US$0.57 loss in FY 2020)Full year 2021 results: US$0.54 loss per share. Revenue: US$3.06b (down 25% from FY 2020). Net loss: US$195.0m (loss widened 1.6% from FY 2020). Over the next year, revenue is expected to shrink by 7.2% compared to a 25% growth forecast for the industry in Germany.
Reported Earnings • Oct 28First half 2021 earnings released: US$0.25 loss per share (vs US$0.23 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: US$1.60b (down 24% from 1H 2020). Net loss: US$86.0m (loss widened 10% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
Board Change • Sep 14Insufficient 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. 7 experienced directors. 1 highly experienced director. Non-Executive Director Francesca Di Carlo was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 08Insufficient 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. 7 experienced directors. 1 highly experienced director. Non-Executive Director Francesca Di Carlo was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Sep 07CFO & Executive Director Alastair Cochran has left the companyOn the 1st of September, Alastair Cochran's tenure as CFO & Executive Director ended after 4.9 years in the role. As of June 2021, Alastair still personally held 147.54k shares (€187k worth at the time). Alastair is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.54 years.
Reported Earnings • May 22Full year 2020 earnings released: US$0.53 loss per share (vs US$0.22 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$4.08b (down 26% from FY 2019). Net loss: US$180.0m (down 347% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 24Full year 2020 earnings released: US$0.53 loss per share (vs US$0.22 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$4.08b (down 26% from FY 2019). Net loss: US$180.0m (down 347% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 16Carnarvon Petroleum Limited Awards Drilling Management Services Contract to Petrofac LimitedCarnarvon Petroleum Limited announced the award of a drilling management services contract to Petrofac Limited (LSE: PFC, "Petrofac") for the B-10 appraisal well, which is expected to be drilled in H2 2021, subject to funding, rig availability and government approvals. On 17 December 2020, the Company announced it had entered into a subscription agreement with Timor-Leste Petroleum Pty Ltd. (a subsidiary of Carnarvon) to obtain up to a 50% equity interest in Carnarvon Petroleum Timor, Unipessoal Lda ("JVco"), its subsidiary which holds a 100% working interest in the Buffalo oil field (the "Subscription Agreement"), conditional, inter alia, on raising the necessary funding. JVco is presently making drilling preparations for the B-10 appraisal well, which is designed to drill the crest of the structure with the objectives of re-certifying resources into reserves and finalising the development plan for this proven oil field.
お知らせ • Jan 28+ 1 more updatePetrofac Limited(LSE:PFC) dropped from S&P EUROPE 350 - Energy (Industry Group)Petrofac Limited(LSE:PFC) dropped from S&P EUROPE 350 - Energy (Industry Group)
Is New 90 Day High Low • Jan 20New 90-day low: €1.25The company is down 4.0% from its price of €1.30 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.95 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €1.91The company is up 2.0% from its price of €1.87 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 Energy Services 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 €10.99 per share.
お知らせ • Nov 10Petrofac Limited to Report Fiscal Year 2020 Results on Feb 24, 2021Petrofac Limited announced that they will report fiscal year 2020 results on Feb 24, 2021
お知らせ • Nov 04Perenco (Oil & Gas) International Limited completed the acquisition of remaining 51% stake in Petrofac Netherlands Holding B.V. from Petrofac Limited (LSE:PFC).Perenco (Oil & Gas) International Limited singed an agreement to acquire remaining 51% stake in Petrofac Netherlands Holding B.V. from Petrofac Limited (LSE:PFC) for approximately $280 million on September 19, 2019. Under the terms of transaction, Petrofac Limited will receive an initial $37.5 million upon signing and a further minimum payment of $82.7 million upon completion of the transaction. The total consideration of up to $276 million comprises a fixed amount and a series of contingent amounts that depend upon future milestones, including field development, commercial, service contract transition and fiscal terms, and is subject to the level of achievement of the milestones above. The transaction is subjected to regulatory approval, which expected to close in 2020. On August 11, 2020, transaction is expected to complete in the second half of 2020. Proceeds from the sale will be used to reduce gross debt. HSBC USA Inc. acted as financial advisor to Petrofac Limited. Perenco (Oil & Gas) International Limited completed the acquisition of remaining 51% stake in Petrofac Netherlands Holding B.V. from Petrofac Limited (LSE:PFC) on November 3, 2020. Cash consideration received on completion was $82.7 million. In total, Petrofac has received $120.2 million. Further consideration of up to $155.8 million is potentially receivable, comprising $80.2 million plus interest payable on completion, which is disputed by Perenco. Petrofac will initiate formal legal proceedings against Perenco to recover this balance; and $75.6 million contingent on future milestones, including field development, commercial, service contract transition and fiscal terms.
お知らせ • Oct 13+ 2 more updatesPetrofac Limited Announces Board ChangesPetrofac Limited announced that Sami Iskander will join as Deputy Chief Executive on 1 November 2020 and, following a short transition period, will assume the role of Group Chief Executive from 1 January 2021, at which time he will also be appointed as an Executive Director to Petrofac's Board of Directors. On 1 January 2021, Ayman Asfari will be appointed as a Non-executive Director to the company's Board of Directors, to provide stability and continuity.
お知らせ • Aug 12Petrofac Limited Announces No Interim Dividend for the Six Months Ended 30 June 2020The Board of Petrofac Limited recognised the importance of dividends to shareholders, but has decided to continue to suspend dividend payments and therefore not pay an interim dividend in 2020 (2019: 12.7 US cents per share) to conserve cash. At this time of considerable economic uncertainty, the Board is prioritising maintaining a strong balance sheet and does not expect to resume the payment of dividends until there is a sustained recovery in new order intake.