View Future GrowthVictrex 過去の業績過去 基準チェック /06Victrexの収益は年間平均-31.6%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間4.4% 1.1%割合で 減少しています。主要情報-31.55%収益成長率-31.61%EPS成長率Chemicals 業界の成長12.41%収益成長率-1.12%株主資本利益率-10.67%ネット・マージン-6.70%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 12First half 2026 earnings released: UK£0.37 loss per share (vs UK£0.17 profit in 1H 2025)First half 2026 results: UK£0.37 loss per share (down from UK£0.17 profit in 1H 2025). Revenue: UK£147.1m (flat on 1H 2025). Net loss: UK£32.3m (down 313% from profit in 1H 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany.Reported Earnings • Dec 03Full year 2025 earnings released: EPS: UK£0.32 (vs UK£0.20 in FY 2024)Full year 2025 results: EPS: UK£0.32 (up from UK£0.20 in FY 2024). Revenue: UK£292.7m (flat on FY 2024). Net income: UK£27.8m (up 62% from FY 2024). Profit margin: 9.5% (up from 5.9% in FY 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Jul 08+ 2 more updatesVictrex plc to Report Fiscal Year 2025 Results on Dec 02, 2025Victrex plc announced that they will report fiscal year 2025 results on Dec 02, 2025お知らせ • Sep 06Victrex plc to Report Fiscal Year 2024 Results on Dec 03, 2024Victrex plc announced that they will report fiscal year 2024 results on Dec 03, 2024お知らせ • Feb 27Victrex plc to Report First Half, 2024 Results on May 13, 2024Victrex plc announced that they will report first half, 2024 results on May 13, 2024お知らせ • Jul 07Victrex plc to Report Q4, 2023 Results on Dec 04, 2023Victrex plc announced that they will report Q4, 2023 results on Dec 04, 2023すべての更新を表示Recent updatesお知らせ • May 20Victrex plc Announces Stepping Down of David Thomas as Non-Executive Director, Effective May 18, 2026Victrex PLC announces that David Thomas has informed the Board that he has stepped down as a Non-executive director of the Company with immediate effect on May 18, 2026, due to ill health. David Thomas was appointed as Non-executive director in 2018.Declared Dividend • May 13First half dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 11%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • May 12First half 2026 earnings released: UK£0.37 loss per share (vs UK£0.17 profit in 1H 2025)First half 2026 results: UK£0.37 loss per share (down from UK£0.17 profit in 1H 2025). Revenue: UK£147.1m (flat on 1H 2025). Net loss: UK£32.3m (down 313% from profit in 1H 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany.お知らせ • May 12Victrex plc Announces Interim Dividend for the Six Months Ended 31 March 2026, Payable on 26 June 2026Victrex plc announced interim dividend for the six months ended 31 March 2026 of 13.42 pence per share will be paid on 26 June 2026 to shareholders on the register at the close of business on 29 May 2026. This dividend will be recognised in the period in which it is approved.New Risk • Apr 20New 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 8.8% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 186% Cash payout ratio: 105% Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.85, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Chemicals industry in Germany.お知らせ • Feb 11Victrex plc Announces Changes to Its Board and CommitteeSpirax Group plc announced the appointment of Maria Antoniou, Non-Executive Director and Chair of the Remuneration Committee, has been appointed as a Non-Executive Director of Victrex plc with effect from 1 September 2026. Victrex plc also announced the appointment of Peter Kiernan as non-executive director and David Thomas, non-executive director and Chair of the Audit Committee, will retire from the Board on 1 July 2026, and Peter will succeed David as Chair of the Audit Committee from that date. Peter Kiernan has significant experience in executive and non-executive roles. He had a 30 year career in investment banking with a focus on M&A and general corporate finance advice, including senior roles at S.G. Warburg/UBS, Goldman Sachs, Lazard and Hawkpoint Partners/Canaccord Genuity. He started his career at Peat, Marwick, Mitchell where he qualified as a Chartered Accountant. He holds an MA in Natural Sciences (Chemistry) from Cambridge University. Peter has held several advisory and non-executive positions. He currently holds senior advisory roles at Egon Zehnder and OMERS Private Equity (Europe). Prior non-executive roles include Tungsten Corporation, a public company where he was Audit Committee Chair and Senior Independent Director, Lifeways Group, a private equity owned business where he was Audit Committee Chair and Chair, and Business LDN where he was Chair of the Finance Committee. MariaAntoniou has extensive experience in both executive and non-executive roles within UK plc Boards. She is currently Chief Human Resources Officer at Morgan Advanced Materials plc and a non-executive director at FTSE 100 listed Spirax Group plc. Until last year she was a non-executive director of NATS (the National Air Traffic Service). Maria has a strong background in international industrial businesses, having worked in significant roles at Ford, Jaguar Land Rover and E.ON. Her experience spans across various sectors, including automotive, energy, and advanced materials, which gives her a comprehensive understanding of the challenges and opportunities within industries aligned to Victrex's end-markets.お知らせ • Feb 06Jakob Sigurdsson Steps Down as an Executive Director of Victrex Plc, Effective from February 6, 2026Coats Group PLC announces that it has been notified that Jakob Sigurdsson, a Non-Executive Director of the Company, has on February 6, 2026, stepped down as an Executive Director of Victrex plc.Upcoming Dividend • Jan 22Upcoming dividend of UK£0.46 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 February 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.3%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.4%).New Risk • Dec 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 186% Cash payout ratio: 105% Minor Risk Large one-off items impacting financial results.Reported Earnings • Dec 03Full year 2025 earnings released: EPS: UK£0.32 (vs UK£0.20 in FY 2024)Full year 2025 results: EPS: UK£0.32 (up from UK£0.20 in FY 2024). Revenue: UK£292.7m (flat on FY 2024). Net income: UK£27.8m (up 62% from FY 2024). Profit margin: 9.5% (up from 5.9% in FY 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Oct 22Victrex plc, Annual General Meeting, Feb 06, 2026Victrex plc, Annual General Meeting, Feb 06, 2026.お知らせ • Oct 21+ 1 more updateVictrex plc Announces CEO ChangesVictrex plc announced that James Routh will join the Company as Chief Executive Officer with effect from 1 January 2026, succeeding Jakob Sigurdsson. He will join the Board as an Executive Director from the same date. Jakob Sigurdsson will continue to serve on the Victrex Board as Chief Executive until James joins, to support an orderly transition, and then as an Executive Director. Jakob will step down from the Board at the conclusion of the Company's Annual General Meeting on 6 February 2026.Board Change • Oct 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. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Urmi Richardson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Urmi Richardson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Urmi Richardson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 08+ 2 more updatesVictrex plc to Report Fiscal Year 2025 Results on Dec 02, 2025Victrex plc announced that they will report fiscal year 2025 results on Dec 02, 2025Declared Dividend • May 26First half dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 29th May 2025 Payment date: 27th June 2025 Dividend yield will be 7.4%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (175% earnings payout ratio). However, it is covered by cash flows (80% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 94% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Dec 06Victrex plc, Annual General Meeting, Feb 07, 2025Victrex plc, Annual General Meeting, Feb 07, 2025.お知らせ • Dec 03Victrex plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 21 February 2025Victrex plc at its AGM to be held on 7 February 2025, proposed final dividend at 46.14 pence per share (fiscal year 2024: 46.14 pence per share), with an Ex-dividend date: 23 January 2025, Record date: 24 January 2025 and Payment of final dividend: 21 February 2025.お知らせ • Sep 18Victrex plc Announces in Partnership with Maxx Orthopedics Inc, FDA Grants IDE Approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component as Staged StudyVictrex plc announced that, in partnership with Maxx Orthopedics Inc, the U.S. Food and Drug Administration (FDA) has granted Investigational Device Exemption (IDE) approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component, as a staged study. The study, projected to be 120 patients at clinical sites in the US, will compare using the PEEK-OPTIMA Femoral Knee Component to a controlled registry of the same system using traditional metal femoral components. The US study will build on the existing clinical trial for PEEK Knee at sites in Belgium, India and Italy, which has been progressing strongly since the first implant in 2021, with no clinical intervention. A regulatory submission in India is also expected imminently, supporting the potential for a commercial PEEK Knee in the market in 2025.お知らせ • Sep 06Victrex plc to Report Fiscal Year 2024 Results on Dec 03, 2024Victrex plc announced that they will report fiscal year 2024 results on Dec 03, 2024Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €12.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.26 per share.Declared Dividend • May 23First half dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 30th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (169% earnings payout ratio) nor is it covered by cash flows (411% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 87% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 15Victrex plc Announces Interim Dividend , Payable on June 28, 2024Victrex plc announced that an interim dividend of 13.42 pence per share (First half 2023: 13.42 pence) will be paid on 28 June 2024 to shareholders on the register at the close of business on 31 May 2024. This dividend will be recognised in the period in which it is approved.お知らせ • Mar 15Victrex plc Appoints Urmi Prasad Richardson as Non-Executive Director, Effective from May 1, 2024Victrex plc announced that Urmi Prasad Richardson has been appointed as a non-executive director of the Board, effective from May 1, 2024. Urmi has a wealth of global experience in executive and non-executive roles over a 25 year period. She has a particular focus on science, medical and innovation based businesses. Urmi is currently President EMEA of Thermo Fisher Scientific, a world leader in serving science, with products which help accelerate life science research and improve patient health. Her executive career includes roles at The Linde Group, where she was Global Head of Healthcare, at Novartis and Foundation Medicine (a Roche company). She started her career with G.D. Searle (a Pfizer company) and has worked throughout Europe and the US. Urmi has extensive experience in strategy, business development and product commercialisation in Europe, Asia and North America. Urmi holds a number of advisory Board roles at unlisted organizations in the sectors of longevity, blockchain, and targeted therapy in oncology. Her previous non-executive roles include Linde Healthcare.お知らせ • Feb 27Victrex plc to Report First Half, 2024 Results on May 13, 2024Victrex plc announced that they will report first half, 2024 results on May 13, 2024お知らせ • Feb 09Victrex plc Provides Earnings Guidance for the First Half and Full Year of Fiscal Year 2024Victrex plc provided earnings guidance for the first half and full year of fiscal year 2024. First half revenue is expected to be lower than the prior year period.The Group previously communicated that progress in revenue for fiscal year 2024.お知らせ • Dec 05+ 1 more updateVictrex plc, Annual General Meeting, Feb 09, 2024Victrex plc, Annual General Meeting, Feb 09, 2024.お知らせ • Oct 14Victrex Announces New Product Grade Launch, Victrex Pharmaceutical Contact (PC)101 (VICTREX PC101), Developed Exclusively for the Drug Delivery Device MarketVictrex plc have launched a new product grade developed exclusively for Drug Delivery and Pharmaceutical Contact applications. VICTREX PC101™ meets the highest levels of Industry biocompatibility certification for USP Class VI and also meets industry standards such as USP 661 for use in non-implantable pharmaceutical contact applications. This material is available in granules and film and adds value to pharmaceutical production companies and drug delivery device manufacturers by providing access to assured materials for equipment or devices. This has the potential to save them cost, time and reduce risk, ultimately streamlining the commercialisation of their own products. VICTREX PC101™ is a PEEK-based material ideally suited to non-implantable Pharmaceutical contact and drug delivery applications for less than 24-hour tissue contact duration, whether they are production line equipment or primary packaging and end delivery devices. Victrex also offers unparalleled expertise, experience and support to customers, having been the first to commercialise the use of PEEK over 40 years ago. PEEK materials have properties meeting high levels of physical and chemical performance, ideal for applications requiring sterilisation, retention of dimensional stability, or chemical, electrical and temperature resistance. PEEK also meets high levels of mechanical performance, perfectly suited for high strength and miniature parts, wear, abrasion and fatigue exposure. It is also versatile for thermoplastic processing through moulding processes, milling or additive manufacturing. Victrex offer a unique perspective on this market as their medical business, Invibio, has over 20 years of proven clinical history in implantable medical PEEK devices. This insight and experience have enabled them to become a key player in the drug delivery device space over recent years. They are well placed to collaborate with OEMs, engineers and pharma manufacturing companies to support them from design, regulatory approval, manufacture and beyond.お知らせ • Jul 07Victrex plc to Report Q4, 2023 Results on Dec 04, 2023Victrex plc announced that they will report Q4, 2023 results on Dec 04, 2023お知らせ • May 10+ 1 more updateVictrex plc to Report Q2, 2023 Results on May 09, 2023Victrex plc announced that they will report Q2, 2023 results on May 09, 2023Reported Earnings • Dec 07Full year 2022 earnings released: EPS: UK£0.88 (vs UK£0.84 in FY 2021)Full year 2022 results: EPS: UK£0.88 (up from UK£0.84 in FY 2021). Revenue: UK£341.0m (up 11% from FY 2021). Net income: UK£76.2m (up 4.1% from FY 2021). Profit margin: 22% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Dec 07Victrex plc Proposes Final Dividend for Fiscal Year 2022Victrex plc proposing a final dividend of 46.14 pence /share (FY 2021: 46.14 pence /share) for fiscal year 2022, giving total dividends for the year of 59.56 pence /share. The closing available cash balance of £66.0 million was below the threshold to pay a special dividend.お知らせ • Dec 06Victrex plc, Annual General Meeting, Feb 10, 2023Victrex plc, Annual General Meeting, Feb 10, 2023.お知らせ • Sep 15Victrex plc to Report Fiscal Year 2022 Results on Dec 06, 2022Victrex plc announced that they will report fiscal year 2022 results on Dec 06, 2022お知らせ • Apr 06+ 1 more updateVictrex Appoints Ian Melling as Executive DirectorVictrex plc announced that Ian Melling has been appointed as Executive Director of the Board, to succeed Richard Armitage. As previously communicated, Richard will step down as CFO and from the Board on 27thMay 2022. Ian will join Victrex and the Board on 4thJuly 2022. The appointment follows a diverse and thorough search process. In the intervening period, Mike Ward, Finance Director, who has been with Victrex for nine years, will assume the role of interim CFO.Recent Insider Transactions • Feb 25CEO & Executive Director recently bought €64k worth of stockOn the 21st of February, Jakob Sigurdsson bought around 3k shares on-market at roughly €22.72 per share. This was the largest purchase by an insider in the last 3 months. Jakob has been a buyer over the last 12 months, purchasing a net total of €138k worth in shares.Upcoming Dividend • Jan 20Upcoming dividend of UK£0.96 per shareEligible shareholders must have bought the stock before 27 January 2022. Payment date: 18 February 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.5%).Reported Earnings • Jan 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.84 (up from UK£0.63 in FY 2020). Revenue: UK£306.3m (up 15% from FY 2020). Net income: UK£73.2m (up 35% from FY 2020). Profit margin: 24% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.7%, compared to a 4.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Board Change • Nov 12Insufficient 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. 8 experienced directors. No highly experienced directors. Senior Independent Director Ros Rivaz 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.Board Change • Oct 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. 8 experienced directors. No highly experienced directors. Senior Independent Director Ros Rivaz 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.Board Change • Sep 15Insufficient 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. 8 experienced directors. No highly experienced directors. Senior Independent Director Ros Rivaz 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 • May 27Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 30 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.6%).Reported Earnings • May 11First half 2021 earnings released: EPS UK£0.47 (vs UK£0.48 in 1H 2020)The company reported a soft first half result with weaker earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: UK£150.9m (flat on 1H 2020). Net income: UK£40.7m (down 1.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 26% 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.Recent Insider Transactions • Mar 02CEO & Executive Director recently bought €74k worth of stockOn the 1st of March, Jakob Sigurdsson bought around 3k shares on-market at roughly €24.76 per share. This was the largest purchase by an insider in the last 3 months. This was Jakob's only on-market trade for the last 12 months.お知らせ • Feb 13Victrex plc, Annual General Meeting, Feb 12, 2021Victrex plc, Annual General Meeting, Feb 12, 2021. Agenda: To receive the financial statements and the auditors' and Directors' reports for the year ended 30 September 2020; to approve the Directors' Remuneration Report; to declare a final dividend; to re-elect Director; to re-appoint PricewaterhouseCoopers LLP as auditor of the Company; to authorise the Audit Committee to determine the auditors' remuneration; to authorise political donations under the Companies Act 2006; to authorise the Directors' to allot shares pursuant to section 551 of the Companies Act 2006; to authorise the Directors to disapply the statutory rights of pre-emption to a further 5%; to purchase its own shares pursuant to section 701 of the Companies Act 2006; and to consider other matters.Is New 90 Day High Low • Jan 27New 90-day high: €27.40The company is up 32% from its price of €20.82 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.19 per share.Analyst Estimate Surprise Post Earnings • Jan 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Chemicals industry in Germany.Reported Earnings • Jan 09Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 09Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.8% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Jan 04New 90-day high: €26.18The company is up 27% from its price of €20.54 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €29.36 per share.Is New 90 Day High Low • Dec 16New 90-day high: €24.22The company is up 11% from its price of €21.88 on 16 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.89 per share.Reported Earnings • Dec 11Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Dec 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.4%, compared to a 4.1% growth forecast for the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 15% share price gain to UK£23.12, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 17x. This compares to an average P/E of 26x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 4.7%.Is New 90 Day High Low • Nov 11New 90-day high: €22.44The company is up 7.0% from its price of €21.02 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.79 per share.Is New 90 Day High Low • Oct 14New 90-day high: €22.34The company is up 5.0% from its price of €21.32 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.42 per share.お知らせ • Aug 15Victrex plc to Report Fiscal Year 2020 Results on Dec 09, 2020Victrex plc announced that they will report fiscal year 2020 results on Dec 09, 2020お知らせ • Jul 08Victrex plc Do Not Provides Guidance for the Fiscal Year 2020Victrex plc announced with an additional impact in current and forward order book from COVID-related headwinds, and with macro and end market uncertainty, as previously communicated, the company is unable to provide detailed guidance on 2020 full year expectations.収支内訳Victrex の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BST:1OY 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費31 Mar 26294-20671931 Dec 252934661930 Sep 2529328651930 Jun 2529529721931 Mar 2529830781831 Dec 2429423671830 Sep 2429117571830 Jun 2428824471831 Mar 2428431381831 Dec 2329646511830 Sep 2330762631930 Jun 2332567622231 Mar 2334372612531 Dec 2234274622030 Sep 2234176621630 Jun 2232873591631 Mar 2231670561631 Dec 2131172551630 Sep 2130673541630 Jun 2128664501631 Mar 2126554471731 Dec 2026654471730 Sep 2026654471730 Jun 2028372491731 Mar 2030089521831 Dec 1929791521830 Sep 1929492531830 Jun 1930096541831 Mar 1930599561731 Dec 18316105601730 Sep 18326111641730 Jun 18326113661631 Mar 18326115691531 Dec 17308107631530 Sep 17290100561530 Jun 1727892521431 Mar 1726684481431 Dec 1625983461430 Sep 1625283441430 Jun 1625181441431 Mar 1625080441431 Dec 1525782461430 Sep 1526484481430 Jun 15263844815質の高い収益: 1OYは現在利益が出ていません。利益率の向上: 1OYは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1OYは利益が出ておらず、過去 5 年間で損失は年間31.6%の割合で増加しています。成長の加速: 1OYの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 1OYは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( -13.5% ) と比較することは困難です。株主資本利益率高いROE: 1OYは現在利益が出ていないため、自己資本利益率 ( -10.67% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/21 00:05終値2026/05/21 00:00収益2026/03/31年間収益2025/09/30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Victrex plc 12 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。31 アナリスト機関Gunther ZechmannBarclaysKatie RichardsBarclaysJames StewartBarclays28 その他のアナリストを表示
Reported Earnings • May 12First half 2026 earnings released: UK£0.37 loss per share (vs UK£0.17 profit in 1H 2025)First half 2026 results: UK£0.37 loss per share (down from UK£0.17 profit in 1H 2025). Revenue: UK£147.1m (flat on 1H 2025). Net loss: UK£32.3m (down 313% from profit in 1H 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Dec 03Full year 2025 earnings released: EPS: UK£0.32 (vs UK£0.20 in FY 2024)Full year 2025 results: EPS: UK£0.32 (up from UK£0.20 in FY 2024). Revenue: UK£292.7m (flat on FY 2024). Net income: UK£27.8m (up 62% from FY 2024). Profit margin: 9.5% (up from 5.9% in FY 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 08+ 2 more updatesVictrex plc to Report Fiscal Year 2025 Results on Dec 02, 2025Victrex plc announced that they will report fiscal year 2025 results on Dec 02, 2025
お知らせ • Sep 06Victrex plc to Report Fiscal Year 2024 Results on Dec 03, 2024Victrex plc announced that they will report fiscal year 2024 results on Dec 03, 2024
お知らせ • Feb 27Victrex plc to Report First Half, 2024 Results on May 13, 2024Victrex plc announced that they will report first half, 2024 results on May 13, 2024
お知らせ • Jul 07Victrex plc to Report Q4, 2023 Results on Dec 04, 2023Victrex plc announced that they will report Q4, 2023 results on Dec 04, 2023
お知らせ • May 20Victrex plc Announces Stepping Down of David Thomas as Non-Executive Director, Effective May 18, 2026Victrex PLC announces that David Thomas has informed the Board that he has stepped down as a Non-executive director of the Company with immediate effect on May 18, 2026, due to ill health. David Thomas was appointed as Non-executive director in 2018.
Declared Dividend • May 13First half dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 11%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • May 12First half 2026 earnings released: UK£0.37 loss per share (vs UK£0.17 profit in 1H 2025)First half 2026 results: UK£0.37 loss per share (down from UK£0.17 profit in 1H 2025). Revenue: UK£147.1m (flat on 1H 2025). Net loss: UK£32.3m (down 313% from profit in 1H 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany.
お知らせ • May 12Victrex plc Announces Interim Dividend for the Six Months Ended 31 March 2026, Payable on 26 June 2026Victrex plc announced interim dividend for the six months ended 31 March 2026 of 13.42 pence per share will be paid on 26 June 2026 to shareholders on the register at the close of business on 29 May 2026. This dividend will be recognised in the period in which it is approved.
New Risk • Apr 20New 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 8.8% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 186% Cash payout ratio: 105% Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.85, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Chemicals industry in Germany.
お知らせ • Feb 11Victrex plc Announces Changes to Its Board and CommitteeSpirax Group plc announced the appointment of Maria Antoniou, Non-Executive Director and Chair of the Remuneration Committee, has been appointed as a Non-Executive Director of Victrex plc with effect from 1 September 2026. Victrex plc also announced the appointment of Peter Kiernan as non-executive director and David Thomas, non-executive director and Chair of the Audit Committee, will retire from the Board on 1 July 2026, and Peter will succeed David as Chair of the Audit Committee from that date. Peter Kiernan has significant experience in executive and non-executive roles. He had a 30 year career in investment banking with a focus on M&A and general corporate finance advice, including senior roles at S.G. Warburg/UBS, Goldman Sachs, Lazard and Hawkpoint Partners/Canaccord Genuity. He started his career at Peat, Marwick, Mitchell where he qualified as a Chartered Accountant. He holds an MA in Natural Sciences (Chemistry) from Cambridge University. Peter has held several advisory and non-executive positions. He currently holds senior advisory roles at Egon Zehnder and OMERS Private Equity (Europe). Prior non-executive roles include Tungsten Corporation, a public company where he was Audit Committee Chair and Senior Independent Director, Lifeways Group, a private equity owned business where he was Audit Committee Chair and Chair, and Business LDN where he was Chair of the Finance Committee. MariaAntoniou has extensive experience in both executive and non-executive roles within UK plc Boards. She is currently Chief Human Resources Officer at Morgan Advanced Materials plc and a non-executive director at FTSE 100 listed Spirax Group plc. Until last year she was a non-executive director of NATS (the National Air Traffic Service). Maria has a strong background in international industrial businesses, having worked in significant roles at Ford, Jaguar Land Rover and E.ON. Her experience spans across various sectors, including automotive, energy, and advanced materials, which gives her a comprehensive understanding of the challenges and opportunities within industries aligned to Victrex's end-markets.
お知らせ • Feb 06Jakob Sigurdsson Steps Down as an Executive Director of Victrex Plc, Effective from February 6, 2026Coats Group PLC announces that it has been notified that Jakob Sigurdsson, a Non-Executive Director of the Company, has on February 6, 2026, stepped down as an Executive Director of Victrex plc.
Upcoming Dividend • Jan 22Upcoming dividend of UK£0.46 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 February 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 8.3%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.4%).
New Risk • Dec 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 186% Cash payout ratio: 105% Minor Risk Large one-off items impacting financial results.
Reported Earnings • Dec 03Full year 2025 earnings released: EPS: UK£0.32 (vs UK£0.20 in FY 2024)Full year 2025 results: EPS: UK£0.32 (up from UK£0.20 in FY 2024). Revenue: UK£292.7m (flat on FY 2024). Net income: UK£27.8m (up 62% from FY 2024). Profit margin: 9.5% (up from 5.9% in FY 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 22Victrex plc, Annual General Meeting, Feb 06, 2026Victrex plc, Annual General Meeting, Feb 06, 2026.
お知らせ • Oct 21+ 1 more updateVictrex plc Announces CEO ChangesVictrex plc announced that James Routh will join the Company as Chief Executive Officer with effect from 1 January 2026, succeeding Jakob Sigurdsson. He will join the Board as an Executive Director from the same date. Jakob Sigurdsson will continue to serve on the Victrex Board as Chief Executive until James joins, to support an orderly transition, and then as an Executive Director. Jakob will step down from the Board at the conclusion of the Company's Annual General Meeting on 6 February 2026.
Board Change • Oct 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. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Urmi Richardson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Urmi Richardson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Urmi Richardson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08+ 2 more updatesVictrex plc to Report Fiscal Year 2025 Results on Dec 02, 2025Victrex plc announced that they will report fiscal year 2025 results on Dec 02, 2025
Declared Dividend • May 26First half dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 29th May 2025 Payment date: 27th June 2025 Dividend yield will be 7.4%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (175% earnings payout ratio). However, it is covered by cash flows (80% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 94% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Dec 06Victrex plc, Annual General Meeting, Feb 07, 2025Victrex plc, Annual General Meeting, Feb 07, 2025.
お知らせ • Dec 03Victrex plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 21 February 2025Victrex plc at its AGM to be held on 7 February 2025, proposed final dividend at 46.14 pence per share (fiscal year 2024: 46.14 pence per share), with an Ex-dividend date: 23 January 2025, Record date: 24 January 2025 and Payment of final dividend: 21 February 2025.
お知らせ • Sep 18Victrex plc Announces in Partnership with Maxx Orthopedics Inc, FDA Grants IDE Approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component as Staged StudyVictrex plc announced that, in partnership with Maxx Orthopedics Inc, the U.S. Food and Drug Administration (FDA) has granted Investigational Device Exemption (IDE) approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component, as a staged study. The study, projected to be 120 patients at clinical sites in the US, will compare using the PEEK-OPTIMA Femoral Knee Component to a controlled registry of the same system using traditional metal femoral components. The US study will build on the existing clinical trial for PEEK Knee at sites in Belgium, India and Italy, which has been progressing strongly since the first implant in 2021, with no clinical intervention. A regulatory submission in India is also expected imminently, supporting the potential for a commercial PEEK Knee in the market in 2025.
お知らせ • Sep 06Victrex plc to Report Fiscal Year 2024 Results on Dec 03, 2024Victrex plc announced that they will report fiscal year 2024 results on Dec 03, 2024
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €12.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.26 per share.
Declared Dividend • May 23First half dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 30th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (169% earnings payout ratio) nor is it covered by cash flows (411% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 87% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 15Victrex plc Announces Interim Dividend , Payable on June 28, 2024Victrex plc announced that an interim dividend of 13.42 pence per share (First half 2023: 13.42 pence) will be paid on 28 June 2024 to shareholders on the register at the close of business on 31 May 2024. This dividend will be recognised in the period in which it is approved.
お知らせ • Mar 15Victrex plc Appoints Urmi Prasad Richardson as Non-Executive Director, Effective from May 1, 2024Victrex plc announced that Urmi Prasad Richardson has been appointed as a non-executive director of the Board, effective from May 1, 2024. Urmi has a wealth of global experience in executive and non-executive roles over a 25 year period. She has a particular focus on science, medical and innovation based businesses. Urmi is currently President EMEA of Thermo Fisher Scientific, a world leader in serving science, with products which help accelerate life science research and improve patient health. Her executive career includes roles at The Linde Group, where she was Global Head of Healthcare, at Novartis and Foundation Medicine (a Roche company). She started her career with G.D. Searle (a Pfizer company) and has worked throughout Europe and the US. Urmi has extensive experience in strategy, business development and product commercialisation in Europe, Asia and North America. Urmi holds a number of advisory Board roles at unlisted organizations in the sectors of longevity, blockchain, and targeted therapy in oncology. Her previous non-executive roles include Linde Healthcare.
お知らせ • Feb 27Victrex plc to Report First Half, 2024 Results on May 13, 2024Victrex plc announced that they will report first half, 2024 results on May 13, 2024
お知らせ • Feb 09Victrex plc Provides Earnings Guidance for the First Half and Full Year of Fiscal Year 2024Victrex plc provided earnings guidance for the first half and full year of fiscal year 2024. First half revenue is expected to be lower than the prior year period.The Group previously communicated that progress in revenue for fiscal year 2024.
お知らせ • Dec 05+ 1 more updateVictrex plc, Annual General Meeting, Feb 09, 2024Victrex plc, Annual General Meeting, Feb 09, 2024.
お知らせ • Oct 14Victrex Announces New Product Grade Launch, Victrex Pharmaceutical Contact (PC)101 (VICTREX PC101), Developed Exclusively for the Drug Delivery Device MarketVictrex plc have launched a new product grade developed exclusively for Drug Delivery and Pharmaceutical Contact applications. VICTREX PC101™ meets the highest levels of Industry biocompatibility certification for USP Class VI and also meets industry standards such as USP 661 for use in non-implantable pharmaceutical contact applications. This material is available in granules and film and adds value to pharmaceutical production companies and drug delivery device manufacturers by providing access to assured materials for equipment or devices. This has the potential to save them cost, time and reduce risk, ultimately streamlining the commercialisation of their own products. VICTREX PC101™ is a PEEK-based material ideally suited to non-implantable Pharmaceutical contact and drug delivery applications for less than 24-hour tissue contact duration, whether they are production line equipment or primary packaging and end delivery devices. Victrex also offers unparalleled expertise, experience and support to customers, having been the first to commercialise the use of PEEK over 40 years ago. PEEK materials have properties meeting high levels of physical and chemical performance, ideal for applications requiring sterilisation, retention of dimensional stability, or chemical, electrical and temperature resistance. PEEK also meets high levels of mechanical performance, perfectly suited for high strength and miniature parts, wear, abrasion and fatigue exposure. It is also versatile for thermoplastic processing through moulding processes, milling or additive manufacturing. Victrex offer a unique perspective on this market as their medical business, Invibio, has over 20 years of proven clinical history in implantable medical PEEK devices. This insight and experience have enabled them to become a key player in the drug delivery device space over recent years. They are well placed to collaborate with OEMs, engineers and pharma manufacturing companies to support them from design, regulatory approval, manufacture and beyond.
お知らせ • Jul 07Victrex plc to Report Q4, 2023 Results on Dec 04, 2023Victrex plc announced that they will report Q4, 2023 results on Dec 04, 2023
お知らせ • May 10+ 1 more updateVictrex plc to Report Q2, 2023 Results on May 09, 2023Victrex plc announced that they will report Q2, 2023 results on May 09, 2023
Reported Earnings • Dec 07Full year 2022 earnings released: EPS: UK£0.88 (vs UK£0.84 in FY 2021)Full year 2022 results: EPS: UK£0.88 (up from UK£0.84 in FY 2021). Revenue: UK£341.0m (up 11% from FY 2021). Net income: UK£76.2m (up 4.1% from FY 2021). Profit margin: 22% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Dec 07Victrex plc Proposes Final Dividend for Fiscal Year 2022Victrex plc proposing a final dividend of 46.14 pence /share (FY 2021: 46.14 pence /share) for fiscal year 2022, giving total dividends for the year of 59.56 pence /share. The closing available cash balance of £66.0 million was below the threshold to pay a special dividend.
お知らせ • Dec 06Victrex plc, Annual General Meeting, Feb 10, 2023Victrex plc, Annual General Meeting, Feb 10, 2023.
お知らせ • Sep 15Victrex plc to Report Fiscal Year 2022 Results on Dec 06, 2022Victrex plc announced that they will report fiscal year 2022 results on Dec 06, 2022
お知らせ • Apr 06+ 1 more updateVictrex Appoints Ian Melling as Executive DirectorVictrex plc announced that Ian Melling has been appointed as Executive Director of the Board, to succeed Richard Armitage. As previously communicated, Richard will step down as CFO and from the Board on 27thMay 2022. Ian will join Victrex and the Board on 4thJuly 2022. The appointment follows a diverse and thorough search process. In the intervening period, Mike Ward, Finance Director, who has been with Victrex for nine years, will assume the role of interim CFO.
Recent Insider Transactions • Feb 25CEO & Executive Director recently bought €64k worth of stockOn the 21st of February, Jakob Sigurdsson bought around 3k shares on-market at roughly €22.72 per share. This was the largest purchase by an insider in the last 3 months. Jakob has been a buyer over the last 12 months, purchasing a net total of €138k worth in shares.
Upcoming Dividend • Jan 20Upcoming dividend of UK£0.96 per shareEligible shareholders must have bought the stock before 27 January 2022. Payment date: 18 February 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.5%).
Reported Earnings • Jan 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.84 (up from UK£0.63 in FY 2020). Revenue: UK£306.3m (up 15% from FY 2020). Net income: UK£73.2m (up 35% from FY 2020). Profit margin: 24% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.7%, compared to a 4.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Board Change • Nov 12Insufficient 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. 8 experienced directors. No highly experienced directors. Senior Independent Director Ros Rivaz 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.
Board Change • Oct 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. 8 experienced directors. No highly experienced directors. Senior Independent Director Ros Rivaz 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.
Board Change • Sep 15Insufficient 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. 8 experienced directors. No highly experienced directors. Senior Independent Director Ros Rivaz 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 • May 27Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 30 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.6%).
Reported Earnings • May 11First half 2021 earnings released: EPS UK£0.47 (vs UK£0.48 in 1H 2020)The company reported a soft first half result with weaker earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: UK£150.9m (flat on 1H 2020). Net income: UK£40.7m (down 1.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 26% 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.
Recent Insider Transactions • Mar 02CEO & Executive Director recently bought €74k worth of stockOn the 1st of March, Jakob Sigurdsson bought around 3k shares on-market at roughly €24.76 per share. This was the largest purchase by an insider in the last 3 months. This was Jakob's only on-market trade for the last 12 months.
お知らせ • Feb 13Victrex plc, Annual General Meeting, Feb 12, 2021Victrex plc, Annual General Meeting, Feb 12, 2021. Agenda: To receive the financial statements and the auditors' and Directors' reports for the year ended 30 September 2020; to approve the Directors' Remuneration Report; to declare a final dividend; to re-elect Director; to re-appoint PricewaterhouseCoopers LLP as auditor of the Company; to authorise the Audit Committee to determine the auditors' remuneration; to authorise political donations under the Companies Act 2006; to authorise the Directors' to allot shares pursuant to section 551 of the Companies Act 2006; to authorise the Directors to disapply the statutory rights of pre-emption to a further 5%; to purchase its own shares pursuant to section 701 of the Companies Act 2006; and to consider other matters.
Is New 90 Day High Low • Jan 27New 90-day high: €27.40The company is up 32% from its price of €20.82 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.19 per share.
Analyst Estimate Surprise Post Earnings • Jan 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Jan 09Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 09Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.8% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Jan 04New 90-day high: €26.18The company is up 27% from its price of €20.54 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €29.36 per share.
Is New 90 Day High Low • Dec 16New 90-day high: €24.22The company is up 11% from its price of €21.88 on 16 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.89 per share.
Reported Earnings • Dec 11Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Dec 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.4%, compared to a 4.1% growth forecast for the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 15% share price gain to UK£23.12, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 17x. This compares to an average P/E of 26x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 4.7%.
Is New 90 Day High Low • Nov 11New 90-day high: €22.44The company is up 7.0% from its price of €21.02 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.79 per share.
Is New 90 Day High Low • Oct 14New 90-day high: €22.34The company is up 5.0% from its price of €21.32 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.42 per share.
お知らせ • Aug 15Victrex plc to Report Fiscal Year 2020 Results on Dec 09, 2020Victrex plc announced that they will report fiscal year 2020 results on Dec 09, 2020
お知らせ • Jul 08Victrex plc Do Not Provides Guidance for the Fiscal Year 2020Victrex plc announced with an additional impact in current and forward order book from COVID-related headwinds, and with macro and end market uncertainty, as previously communicated, the company is unable to provide detailed guidance on 2020 full year expectations.