Zotefoams（23Z）株式概要Zotefoams plcは、その子会社とともに、英国、欧州全域、北米、および国際的にポリオレフィン発泡体の製造、流通、販売を行っている。 詳細23Z ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より60.4%で取引されている 収益は年間2.58%増加すると予測されています 今年は黒字化を達成 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が47.5%上昇するだろうとほぼ一致している。 リスク分析不安定な配当実績 すべてのリスクチェックを見る23Z 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€4.7014.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3m254m2016201920222025202620282031Revenue UK£253.6mEarnings UK£36.2mAdvancedSet Fair ValueView all narrativesZotefoams plc 競合他社SIMONASymbol: DB:SIM0Market cap: €300.0mFuchsSymbol: XTRA:FPE3Market cap: €4.5bUzin UtzSymbol: XTRA:UZUMarket cap: €322.8mNabaltecSymbol: XTRA:NTGMarket cap: €99.9m価格と性能株価の高値、安値、推移の概要Zotefoams過去の株価現在の株価UK£4.7052週高値UK£5.1052週安値UK£3.64ベータ1.261ヶ月の変化3.98%3ヶ月変化-0.42%1年変化n/a3年間の変化n/a5年間の変化-6.00%IPOからの変化39.47%最新ニュースお知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United KingdomUpcoming Dividend • Apr 23Upcoming dividend of UK£0.053 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.7%).Declared Dividend • Mar 20Final dividend of UK£0.053 announcedShareholders will receive a dividend of UK£0.053. Ex-date: 30th April 2026 Payment date: 3rd June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.5% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: UK£0.46 (vs UK£0.057 loss in FY 2024)Full year 2025 results: EPS: UK£0.46 (up from UK£0.057 loss in FY 2024). Revenue: UK£158.5m (up 7.2% from FY 2024). Net income: UK£22.6m (up UK£25.4m from FY 2024). Profit margin: 14% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.Buy Or Sell Opportunity • Mar 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €4.30. The fair value is estimated to be €5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 2,782% in the next 2 years.最新情報をもっと見るRecent updatesお知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United KingdomUpcoming Dividend • Apr 23Upcoming dividend of UK£0.053 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.7%).Declared Dividend • Mar 20Final dividend of UK£0.053 announcedShareholders will receive a dividend of UK£0.053. Ex-date: 30th April 2026 Payment date: 3rd June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.5% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: UK£0.46 (vs UK£0.057 loss in FY 2024)Full year 2025 results: EPS: UK£0.46 (up from UK£0.057 loss in FY 2024). Revenue: UK£158.5m (up 7.2% from FY 2024). Net income: UK£22.6m (up UK£25.4m from FY 2024). Profit margin: 14% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.Buy Or Sell Opportunity • Mar 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €4.30. The fair value is estimated to be €5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 2,782% in the next 2 years.お知らせ • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).お知らせ • Nov 20Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million.Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners. The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million. Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc. Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025.New Risk • Nov 20New major risk - Revenue and earnings growthEarnings have declined by 12% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 12% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Board Change • Nov 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jack Clarke was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 25Zotefoams plc Announces Board and Committee ChangesZotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee.お知らせ • Aug 28Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation OfficerZotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities.お知らせ • May 22Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025.お知らせ • May 02+ 1 more updateZotefoams plc Announces the Appointment of Nick Wright as an Executive Director, Effective No Later Than October 27, 2025Zotefoams announced the appointment of Nick Wright as an Executive Director, effective no later than October 27, 2025. Nick is an ACA-qualified Chartered Accountant and experienced finance leader with over 20 years of expertise in financial management, transformation, and business leadership across a range of sectors. He began his career at KPMG, where he spent 12 years in audit and advisory roles. He then moved into industry, delivering significant improvements in financial performance and operational efficiency. At e2v plc (later acquired by Teledyne) as Senior Director of Finance and Control, Nick led major restructuring and integration efforts, driving margin improvement, working capital reduction, and investor communications. Following this, he played a key role as Group Financial Controller in transforming the finance function at S4 Capital, a listed digital advertising business, rebuilding its financial infrastructure and controls. Nick brings deep technical expertise, a sharp analytical mindset, and a collaborative leadership style, positioning him strongly to help lead Zotefoams through its next phase of growth. He holds a BA from St Anne's College, Oxford.お知らせ • Apr 22Zotefoams plc, Annual General Meeting, May 22, 2025Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdomお知らせ • Mar 03Zotefoams plc Announces Retirement of Gary McGrathas Group CFOZotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process.お知らせ • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.お知らせ • Nov 01+ 1 more updateZotefoams plc to Report First Half, 2025 Results on Aug 05, 2025Zotefoams plc announced that they will report first half, 2025 results on Aug 05, 2025お知らせ • Aug 07Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024.お知らせ • Mar 26+ 1 more updateZotefoams Announce Group CEO SuccessionZotefoams announced the appointment of Ronan Cox as Group CEO Designate. Ronan will join the Company on 2 April 2024 and succeed David Stirling as Group CEO at the conclusion of the 2024 AGM, due to be held on 22 May 2024. Following his stepping down from the Board, David will remain to ensure a smooth transition until 31 October 2024. Ronan has extensive international leadership experience, most recently as President of Performance Materials at Coats Group plc. Ronan is an accomplished executive leader with extensive experience in driving business transformation and growth. Most recently, he served as interim CEO for Lontra, and President, Performance Materials for Coats Group plc. Ronan also built and led the innovation teams across the Coats group with a focus on the transition to sustainable and circular product solutions. Ronan held a number of other executive roles in Coats, which he joined in 1995, including Chief Transformation Officer, Regional CEO EMEA & Americas, Regional CEO South East Asia and Managing Director in several regions, including Europe and North Africa. Ronan has a Bachelor's degree in Information Management and Economics from Queen's University, Belfast and has completed an international Executive Business Programme with INSEAD in France and Singapore.お知らせ • Dec 06+ 2 more updatesZotefoams plc, Annual General Meeting, May 22, 2024Zotefoams plc, Annual General Meeting, May 22, 2024.お知らせ • Nov 07+ 1 more updateZotefoams plc Announces Retirement of David Stirling from the BoardZotefoams plc announced that David Stirling has informed the Board of his intention to retire from his role as Group CEO and from the Board within the next 12 months. David will continue in his post until a successor is appointed andhas committed to remaining available thereafter, to support and advise the business in executing an effective transition in the leadership of the Group. The Board has therefore commenced a formal succession process, supported by global organisational consulting firm Korn Ferry.お知らせ • Sep 30Zotefoams plc Announces Board ChangesZotefoams announced the appointment of Malcolm Swift as a Non-Executive Director of the Company and Chair of the Remuneration Committee with effect from 29 September 2023, following a search process led by the Chair of the Company and supported by Korn Ferry. Malcolm will also join the Audit and Nomination Committees. Malcolm is an Executive Vice President of McCormick & Co, a company listed on NYSE, from which he will retire at the end of 2023. He joined the company in 2005 and has held a series of executive positions, including President Global Flavour Solutions and Chief Administrative Officer. He is President of the European Brands Association, an organisation representing 2,500 businesses in Europe, from SMEs to multinationalsand has held Non-Executive directorships with Devro plc and Stolt Sea Farm Holdings plc. Zotefoams also announces that Dr Alison Fielding has informed the Board of her intention to step down as Non-Executive Director and Chair of the Remuneration Committee with effect from 29 September 2023 to devote more time to her other activities.Reported Earnings • Aug 09First half 2023 earnings released: EPS: UK£0.12 (vs UK£0.094 in 1H 2022)First half 2023 results: EPS: UK£0.12 (up from UK£0.094 in 1H 2022). Revenue: UK£64.6m (up 9.5% from 1H 2022). Net income: UK£5.59m (up 22% from 1H 2022). Profit margin: 8.7% (up from 7.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 13Insufficient 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. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元23ZDE ChemicalsDE 市場7D10.8%-0.3%3.2%1Yn/a5.7%2.5%株主還元を見る業界別リターン: 23ZがGerman Chemicals業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 23Z German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 23Z's price volatile compared to industry and market?23Z volatility23Z Average Weekly Movement5.8%Chemicals Industry Average Movement6.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: 23Z 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 23Zの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1921679Ronan Coxzotefoams.comZotefoams plc は、その子会社とともに、英国、欧州、北米、および海外でポリオレフィンフォームの製造、流通、販売を行っている。同社は、ポリオレフィンフォーム、高機能製品、MuCell Extrusion LLCの各セグメントを通じて事業を展開している。ポリオレフィン発泡体「AZOTE」（Plastazote、Evazote、Supazote、AZOTE Adaptブランド）、フッ素樹脂、エンジニアリングポリマー、特殊エラストマーから製造される各種高機能発泡体（ZOTEKブランド）、化石燃料由来原料への依存度を低減し、循環型社会を実現するプラスチック製品向け発泡体「Ecozote」を提供している。同社はまた、クリーンな断熱システムであるT-FITや、一連の単一素材バリア包装ソリューションであるReZorceサーキュラーパッケージングも提供している。さらに、マイクロセルラーフォーム技術の所有とライセンス供与、関連機械の販売も行っている。同社は主に、自動車、航空、医療、製品保護、工業、海洋、建築・建設、スポーツ・レジャー、軍事、運動靴、食品・パーソナルケア製造、製薬、バイオテクノロジー、半導体クリーンルーム、消費者向けパッケージングなどの業界にサービスを提供している。ゾテフォームズ社は1921年に設立され、英国クロイドンに本社を置いている。もっと見るZotefoams plc 基礎のまとめZotefoams の収益と売上を時価総額と比較するとどうか。23Z 基礎統計学時価総額€238.87m収益（TTM）€26.22m売上高(TTM)€183.53m9.1xPER（株価収益率1.3xP/Sレシオ23Z 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23Z 損益計算書（TTM）収益UK£158.49m売上原価UK£105.59m売上総利益UK£52.90mその他の費用UK£30.26m収益UK£22.64m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.46グロス・マージン33.38%純利益率14.28%有利子負債／自己資本比率35.0%23Z の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.9%現在の配当利回り17%配当性向23Z 配当は確実ですか？23Z 配当履歴とベンチマークを見る23Z 、いつまでに購入すれば配当金を受け取れますか？Zotefoams 配当日配当落ち日Apr 30 2026配当支払日Jun 01 2026配当落ちまでの日数23 days配当支払日までの日数9 days23Z 配当は確実ですか？23Z 配当履歴とベンチマークを見る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2026/05/22 10:07終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Zotefoams plc 5 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。8 アナリスト機関Andrew SimmsBerenbergTom CastleBerenbergAlexander BrooksCanaccord Genuity5 その他のアナリストを表示
お知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.
お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom
Upcoming Dividend • Apr 23Upcoming dividend of UK£0.053 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.7%).
Declared Dividend • Mar 20Final dividend of UK£0.053 announcedShareholders will receive a dividend of UK£0.053. Ex-date: 30th April 2026 Payment date: 3rd June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.5% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: UK£0.46 (vs UK£0.057 loss in FY 2024)Full year 2025 results: EPS: UK£0.46 (up from UK£0.057 loss in FY 2024). Revenue: UK£158.5m (up 7.2% from FY 2024). Net income: UK£22.6m (up UK£25.4m from FY 2024). Profit margin: 14% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.
Buy Or Sell Opportunity • Mar 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €4.30. The fair value is estimated to be €5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 2,782% in the next 2 years.
お知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.
お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom
Upcoming Dividend • Apr 23Upcoming dividend of UK£0.053 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.7%).
Declared Dividend • Mar 20Final dividend of UK£0.053 announcedShareholders will receive a dividend of UK£0.053. Ex-date: 30th April 2026 Payment date: 3rd June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.5% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: UK£0.46 (vs UK£0.057 loss in FY 2024)Full year 2025 results: EPS: UK£0.46 (up from UK£0.057 loss in FY 2024). Revenue: UK£158.5m (up 7.2% from FY 2024). Net income: UK£22.6m (up UK£25.4m from FY 2024). Profit margin: 14% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.
Buy Or Sell Opportunity • Mar 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €4.30. The fair value is estimated to be €5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 2,782% in the next 2 years.
お知らせ • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).
お知らせ • Nov 20Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million.Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners. The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million. Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc. Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025.
New Risk • Nov 20New major risk - Revenue and earnings growthEarnings have declined by 12% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 12% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Board Change • Nov 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jack Clarke was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 25Zotefoams plc Announces Board and Committee ChangesZotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee.
お知らせ • Aug 28Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation OfficerZotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities.
お知らせ • May 22Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025.
お知らせ • May 02+ 1 more updateZotefoams plc Announces the Appointment of Nick Wright as an Executive Director, Effective No Later Than October 27, 2025Zotefoams announced the appointment of Nick Wright as an Executive Director, effective no later than October 27, 2025. Nick is an ACA-qualified Chartered Accountant and experienced finance leader with over 20 years of expertise in financial management, transformation, and business leadership across a range of sectors. He began his career at KPMG, where he spent 12 years in audit and advisory roles. He then moved into industry, delivering significant improvements in financial performance and operational efficiency. At e2v plc (later acquired by Teledyne) as Senior Director of Finance and Control, Nick led major restructuring and integration efforts, driving margin improvement, working capital reduction, and investor communications. Following this, he played a key role as Group Financial Controller in transforming the finance function at S4 Capital, a listed digital advertising business, rebuilding its financial infrastructure and controls. Nick brings deep technical expertise, a sharp analytical mindset, and a collaborative leadership style, positioning him strongly to help lead Zotefoams through its next phase of growth. He holds a BA from St Anne's College, Oxford.
お知らせ • Apr 22Zotefoams plc, Annual General Meeting, May 22, 2025Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdom
お知らせ • Mar 03Zotefoams plc Announces Retirement of Gary McGrathas Group CFOZotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process.
お知らせ • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.
お知らせ • Nov 01+ 1 more updateZotefoams plc to Report First Half, 2025 Results on Aug 05, 2025Zotefoams plc announced that they will report first half, 2025 results on Aug 05, 2025
お知らせ • Aug 07Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024.
お知らせ • Mar 26+ 1 more updateZotefoams Announce Group CEO SuccessionZotefoams announced the appointment of Ronan Cox as Group CEO Designate. Ronan will join the Company on 2 April 2024 and succeed David Stirling as Group CEO at the conclusion of the 2024 AGM, due to be held on 22 May 2024. Following his stepping down from the Board, David will remain to ensure a smooth transition until 31 October 2024. Ronan has extensive international leadership experience, most recently as President of Performance Materials at Coats Group plc. Ronan is an accomplished executive leader with extensive experience in driving business transformation and growth. Most recently, he served as interim CEO for Lontra, and President, Performance Materials for Coats Group plc. Ronan also built and led the innovation teams across the Coats group with a focus on the transition to sustainable and circular product solutions. Ronan held a number of other executive roles in Coats, which he joined in 1995, including Chief Transformation Officer, Regional CEO EMEA & Americas, Regional CEO South East Asia and Managing Director in several regions, including Europe and North Africa. Ronan has a Bachelor's degree in Information Management and Economics from Queen's University, Belfast and has completed an international Executive Business Programme with INSEAD in France and Singapore.
お知らせ • Dec 06+ 2 more updatesZotefoams plc, Annual General Meeting, May 22, 2024Zotefoams plc, Annual General Meeting, May 22, 2024.
お知らせ • Nov 07+ 1 more updateZotefoams plc Announces Retirement of David Stirling from the BoardZotefoams plc announced that David Stirling has informed the Board of his intention to retire from his role as Group CEO and from the Board within the next 12 months. David will continue in his post until a successor is appointed andhas committed to remaining available thereafter, to support and advise the business in executing an effective transition in the leadership of the Group. The Board has therefore commenced a formal succession process, supported by global organisational consulting firm Korn Ferry.
お知らせ • Sep 30Zotefoams plc Announces Board ChangesZotefoams announced the appointment of Malcolm Swift as a Non-Executive Director of the Company and Chair of the Remuneration Committee with effect from 29 September 2023, following a search process led by the Chair of the Company and supported by Korn Ferry. Malcolm will also join the Audit and Nomination Committees. Malcolm is an Executive Vice President of McCormick & Co, a company listed on NYSE, from which he will retire at the end of 2023. He joined the company in 2005 and has held a series of executive positions, including President Global Flavour Solutions and Chief Administrative Officer. He is President of the European Brands Association, an organisation representing 2,500 businesses in Europe, from SMEs to multinationalsand has held Non-Executive directorships with Devro plc and Stolt Sea Farm Holdings plc. Zotefoams also announces that Dr Alison Fielding has informed the Board of her intention to step down as Non-Executive Director and Chair of the Remuneration Committee with effect from 29 September 2023 to devote more time to her other activities.
Reported Earnings • Aug 09First half 2023 earnings released: EPS: UK£0.12 (vs UK£0.094 in 1H 2022)First half 2023 results: EPS: UK£0.12 (up from UK£0.094 in 1H 2022). Revenue: UK£64.6m (up 9.5% from 1H 2022). Net income: UK£5.59m (up 22% from 1H 2022). Profit margin: 8.7% (up from 7.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 13Insufficient 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. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
