View ValuationIbstock 将来の成長Future 基準チェック /36Ibstock利益と収益がそれぞれ年間67.5%と5.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.2% 68.7%なると予測されています。主要情報67.5%収益成長率68.68%EPS成長率Basic Materials 収益成長18.9%収益成長率5.3%将来の株主資本利益率6.18%アナリストカバレッジGood最終更新日09 Aug 2026今後の成長に関する最新情報お知らせ • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.お知らせ • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.お知らせ • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.お知らせ • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.お知らせ • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.すべての更新を表示Recent updatesReported Earnings • Aug 10First half 2026 earnings released: UK£0.051 loss per share (vs UK£0.014 profit in 1H 2025)First half 2026 results: UK£0.051 loss per share (down from UK£0.014 profit in 1H 2025). Revenue: UK£164.2m (down 15% from 1H 2025). Net loss: UK£20.3m (down 459% from profit in 1H 2025). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Declared Dividend • Aug 07First half dividend of UK£0.005 announcedShareholders will receive a dividend of UK£0.005. Ex-date: 20th August 2026 Payment date: 14th September 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Aug 06Ibstock plc Declares Interim Dividend for the Six Months Ended 30 June 2026, Payable on 14 September 2026Ibstock plc Directors have declared an interim dividend of 0.5 pence per ordinary share in respect of the six months ended 30 June 2026 (2025: 1.5 pence), amounting to a dividend cost of £2.0 million (2025: £5.9 million). The interim dividend will be paid on 14 September 2026 to all shareholders on the register at close of business on 21 August 2026.New Risk • Aug 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Jul 29Ibstock Plc Announces Board and Committee ChangesIbstock Plc announced that Louis Eperjesi, Senior Independent Director, had informed the Board that he intended to step down as a Non-Executive Director on December 31, 2026 and take up a role as a Non-Executive Director with Breedon Group Plc in early 2027. Louis joined Ibstock on June 1, 2018 and, since that time, had served as a member of the Audit, Remuneration, Nomination and Sustainability Committees. He was appointed Senior Independent Director on April 27, 2023. He was succeeded as Senior Independent Director by Nicola Bruce, who joined the Board as an Independent Non-Executive Director on March 29, 2023, effective 29 July 2026. Nicola remained as the Chair of the Remuneration Committee and a member of the Audit and Nomination Committees. The Board initiated a process, led by the Nomination Committee, to identify and appoint an additional Independent Non-Executive Director.お知らせ • Jul 17Ibstock plc Announces Adepeju Adebajo Step Down as Non-Executive Director, Effective September 23, 2026Ibstock PLC announced that Adepeju Adebajo, Independent Non-Executive Director, had informed the Board of her intention to step down as a Non-Executive Director of the Company with effect from September 23, 2026, in order to pursue other opportunities.お知らせ • Jul 16Ibstock plc to Report First Half, 2026 Results on Aug 05, 2026Ibstock plc announced that they will report first half, 2026 results on Aug 05, 2026お知らせ • Jun 22+ 3 more updatesIbstock plc(LSE:IBST) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Ibstock plc(LSE:IBST) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)お知らせ • May 23Ibstock PLC Approves Final Ordinary DividendIbstock PLC at its Annual General Meeting held on May 21, 2026, approved to declare a final dividend of 1.5 pence per ordinary share.お知らせ • Apr 23+ 1 more updateIbstock plc Announces Appointment of Will Wilkins as Executive Director, Effective August 1, 2026Ibstock Plc announced that Will Wilkins will become an Executive Director. He is expected to join on August 1, 2026. Will joins Ibstock from Mpac Group plc, where he has been Chief Financial Officer since 2018, having held several finance roles at the same company. Prior to this, Will held senior financial positions at BSH Home Appliances, having started his career at Grant Thornton. Will currently has no other external appointments.お知らせ • Mar 06+ 2 more updatesIbstock plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 29 May 2026The Directors of Ibstock plc is proposing a final dividend in respect of the financial year ended 31 December 2025 of 1.5 pence (2024: 2.5 pence) per Ordinary Share, which will distribute an estimated £5.9 million (2024: £9.9 million) of shareholders' funds. Subject to approval at the Annual General Meeting, this will be paid on 29 May 2026, to shareholders on the register at the close of business on 8 May 2026.お知らせ • Jan 20Ibstock plc to Report Fiscal Year 2025 Results on Mar 05, 2026Ibstock plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 05, 2026お知らせ • Oct 02Ibstock plc Announces Simon Bedford Will Assume the Role of Interim CFOFurther to the announcement made on 30 April 2025, Ibstock Plc announced that Simon Bedford will assume the role of Interim CFO until the process to appoint a successor to the role of Chief Financial Officer, following Chris McLeish's decision to leave the business on 10 October 2025 has been concluded. Simon is Ibstock's current Group Financial Controller having joined the business in June 2020 following 19 years at Rolls Royce plc in a number of senior finance roles, including Deputy Finance Director Operations and Civil Aerospace Financial Controller. Simon is a Chartered Accountant and holds an MBA from Warwick Business School.お知らせ • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.お知らせ • Jul 15Ibstock plc to Report First Half, 2025 Results on Aug 06, 2025Ibstock plc announced that they will report first half, 2025 results on Aug 06, 2025お知らせ • May 16Ibstock plc Approves Final DividendIbstock plc at its AGM held on May 15, 2025, approved a final dividend of 2.5 pence per share.お知らせ • May 02Ibstock plc Announces That Chris Mcleish, Chief Financial Officer, Has Decided to LeaveIbstock Plc announced that Chris McLeish, Chief Financial Officer, has decided to leave the Group to take up the position of CFO at Hill and Smith plc. Chris has been with Ibstock since August 2019 and will leave the Group in October 2025.お知らせ • Mar 26+ 1 more updateIbstock plc Announces Board ChangesIbstock plc announced the appointment of Richard Akers as a Non-Executive Director and Chair Designate with effect from 5th May 2025. Jonathan Nicholls will step down as Chair and retire from the Board following the conclusion of the Company's Annual General Meeting (AGM) on 15th May 2025. Jonathan joined Ibstock's Board as a Non-Executive Director in September 2015 and was appointed as Chair in May 2018. Richard will succeed Jonathan as Chair following the conclusion of the Company's AGM. Richard brings a wealth of leadership experience and sector insight to the role having spent his career in the property, house building and land transaction industries, including twenty years with Land Securities Group PLC where he was a senior executive, member of the board, and managing director of the retail portfolio. He recently joined Miller Homes Limited as Chair in January 2025, prior to which he was the Chair of Redrow PLC until its merger with Barratt Developments PLC completed in October 2024. Richard spent nine years in non-executive director roles with Barratt Developments PLC and is currently the Senior Independent Director at Shaftesbury Capital PLC. He has also held non-executive roles at Unite Group PLC, EMAAR Malls in Dubai and the Battersea Power Station Development Company and was a fellow of the Royal Institution of Chartered Surveyors.お知らせ • Jan 16+ 1 more updateIbstock plc to Report Fiscal Year 2024 Results on Mar 05, 2025Ibstock plc announced that they will report fiscal year 2024 results on Mar 05, 2025Declared Dividend • Aug 09First half dividend of UK£0.015 announcedShareholders will receive a dividend of UK£0.015. Ex-date: 22nd August 2024 Payment date: 13th September 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (276% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.0% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 207% to bring the payout ratio under control. EPS is expected to grow by 274% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 08First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.057 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.057 in 1H 2023). Revenue: UK£178.2m (down 20% from 1H 2023). Net income: UK£8.59m (down 62% from 1H 2023). Profit margin: 4.8% (down from 10% in 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Aug 07Ibstock plc Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on September 13, 2024Ibstock plc has declared an interim dividend for the six months ended 30 June 2024 of 1.5 pence per share (2022: 3.4 pence),for payment on 13 September 2024 to shareholders on the register on 23 August 2024.Recent Insider Transactions • Jun 15CEO & Executive Director recently sold €192k worth of stockOn the 10th of June, Joseph Hudson sold around 104k shares on-market at roughly €1.85 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months.お知らせ • May 18Ibstock plc Approves Final DividendIbstock plc announced that at the AGM held on 16 May 2024 approved a final dividend of 3.6 pence per ordinary share.Upcoming Dividend • May 02Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 09 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%).New Risk • Apr 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% 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: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).お知らせ • Apr 12Ibstock plc, Annual General Meeting, May 16, 2024Ibstock plc, Annual General Meeting, May 16, 2024, at 11:00 Coordinated Universal Time. Location: the offices of Ibstock Plc, 54 Hatton Garden, London EC1N 8HN London United KingdomNew Risk • Mar 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% 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: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).Reported Earnings • Mar 07Full year 2023 earnings released: EPS: UK£0.054 (vs UK£0.22 in FY 2022)Full year 2023 results: EPS: UK£0.054 (down from UK£0.22 in FY 2022). Revenue: UK£405.8m (down 21% from FY 2022). Net income: UK£21.1m (down 76% from FY 2022). Profit margin: 5.2% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.89, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Basic Materials industry in Europe. Total loss to shareholders of 7.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.36 per share.お知らせ • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.56, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 14% over the past three years.Upcoming Dividend • Aug 17Upcoming dividend of UK£0.034 per share at 5.8% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.057 (vs UK£0.10 in 1H 2022)First half 2023 results: EPS: UK£0.057 (down from UK£0.10 in 1H 2022). Revenue: UK£222.7m (down 14% from 1H 2022). Net income: UK£22.4m (down 45% from 1H 2022). Profit margin: 10% (down from 16% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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 Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • Jun 27Ibstock plc to Report First Half, 2023 Results on Aug 02, 2023Ibstock plc announced that they will report first half, 2023 results on Aug 02, 2023Upcoming Dividend • Apr 13Upcoming dividend of UK£0.055 per share at 5.1% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.22 (vs UK£0.078 in FY 2021)Full year 2022 results: EPS: UK£0.22 (up from UK£0.078 in FY 2021). Revenue: UK£512.9m (up 26% from FY 2021). Net income: UK£86.9m (up 173% from FY 2021). Profit margin: 17% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.お知らせ • Jan 13Ibstock plc to Report Fiscal Year 2022 Results on Mar 08, 2023Ibstock plc announced that they will report fiscal year 2022 results on Mar 08, 2023Board Change • Nov 16Insufficient 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 Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 28+ 1 more updateIbstock plc, Annual General Meeting, Apr 27, 2023Ibstock plc, Annual General Meeting, Apr 27, 2023. Agenda: Annual General Meeting.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 Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 11Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 13 September 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (4.0%).Reported Earnings • Jul 28First half 2022 earnings released: EPS: UK£0.10 (vs UK£0.027 in 1H 2021)First half 2022 results: EPS: UK£0.10 (up from UK£0.027 in 1H 2021). Revenue: UK£259.3m (up 28% from 1H 2021). Net income: UK£40.8m (up 272% from 1H 2021). Profit margin: 16% (up from 5.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.お知らせ • Jul 28Ibstock plc Announces Interim Dividend, Payable on September 13, 2022Ibstock plc announced an interim dividend of 3.3 pence per ordinary share (2021: 2.5 pence) will be paid on 13 September 2022 to shareholders on the register on 19 August 2022.お知らせ • May 13Ibstock plc (LSE:IBST) commences an Equity Buyback Plan for 40,963,159 shares, under the authorization approved on April 21, 2022.Ibstock plc (LSE:IBST) commences share repurchases on May 10, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 21, 2022. As per the mandate, the company is authorized to repurchase up to 40,963,159 shares. The minimum price (exclusive of expenses) which may be paid for each ordinary share is $0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The authority shall expire at the conclusion of the next Annual General Meeting or if earlier, on July 1, 2023 unless renewed before that time On April 21, 2022, the company initiated a Market Repurchase. Under the program the company will purchase £30 million worth of its shares.お知らせ • Apr 22+ 1 more updateIbstock plc Elects Peju Adebajo as DirectorIbstock plc elected Peju Adebajo as director at the 2022 annual general meeting held on April 21, 2022.お知らせ • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.Upcoming Dividend • Apr 07Upcoming dividend of UK£0.05 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 13 May 2022. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.9%). In line with average of industry peers (4.2%).Reported Earnings • Mar 10Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: UK£408.7m (up 29% from FY 2020). Net income: UK£31.8m (up UK£59.8m from FY 2020). Profit margin: 7.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 7.5% growth forecast for the industry in Germany.お知らせ • Mar 10Ibstock plc Recommends Final Dividend for the Year 2021, Payable on 13 May 2022Ibstock plc announced in light of the group's financial strength and prospects, a final dividend of 5.0 pence per ordinary share for the year 2021 (2020: 1.6 pence) is being recommended for payment on 13 May 2022 to shareholders on the register on 19 April 2022. This is in addition to its interim dividend paid in September 2021 of 2.5 pence per ordinary share (2020: nil pence). This full year dividend of 7.5 pence represents an increase of 5.9 pence (2020: 1.6 pence).お知らせ • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 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. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.027 (vs UK£0.12 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£202.0m (up 54% from 1H 2020). Net income: UK£11.0m (up UK£60.6m from 1H 2020). Profit margin: 5.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 08Upcoming dividend of UK£0.016 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 14 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).Reported Earnings • Mar 11Full year 2020 earnings released: UK£0.068 loss per share (vs UK£0.16 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£316.2m (down 23% from FY 2019). Net loss: UK£28.0m (down 142% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 18%, compared to a 6.1% growth forecast for the Basic Materials industry in Germany.お知らせ • Mar 11Ibstock plc, Annual General Meeting, Apr 22, 2021Ibstock plc, Annual General Meeting, Apr 22, 2021.Is New 90 Day High Low • Mar 06New 90-day high: €2.64The company is up 14% from its price of €2.31 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.Is New 90 Day High Low • Feb 11New 90-day high: €2.44The company is up 17% from its price of €2.08 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.Is New 90 Day High Low • Jan 22New 90-day high: €2.34The company is up 21% from its price of €1.94 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.26 per share.お知らせ • Dec 24+ 1 more updateIbstock plc to Report First Half, 2021 Results on Aug 04, 2021Ibstock plc announced that they will report first half, 2021 results on Aug 04, 2021Is New 90 Day High Low • Dec 05New 90-day high: €2.31The company is up 45% from its price of €1.59 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.02 per share.Is New 90 Day High Low • Nov 14New 90-day high: €2.08The company is up 16% from its price of €1.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.72 per share.Is New 90 Day High Low • Oct 24New 90-day high: €1.94The company is up 6.0% from its price of €1.82 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.78 per share.Is New 90 Day High Low • Sep 23New 90-day low: €1.52The company is down 22% from its price of €1.94 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.65 per share.業績と収益の成長予測DB:2I5 - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028397204256912/31/20273701526451012/31/2026349-221628106/30/2026343-23-1725N/A3/31/2026357-10-1233N/A12/31/20253723-740N/A9/30/20253778449N/A6/30/2025381121658N/A3/31/2025374141256N/A12/31/202436615854N/A9/30/202436411-151N/A6/30/20243617-1048N/A3/31/202438414-1053N/A12/31/202340621-1058N/A9/30/202344145-270N/A6/30/202347668581N/A3/31/20234957832101N/A12/31/20225138758122N/A9/30/20224897462116N/A6/30/20224666267111N/A3/31/2022437476199N/A12/31/2021409325587N/A9/30/2021398325581N/A6/30/2021387335575N/A3/31/202135223759N/A12/31/2020316-281943N/A6/30/2020337-161348N/A3/31/202037325N/A62N/A12/31/201940966N/A76N/A6/30/201940369N/A86N/A3/31/201939772N/A83N/A12/31/201839176N/A80N/A6/30/201832675N/A99N/A3/31/201834470N/A96N/A12/31/201736365N/A94N/A9/30/201745282N/A87N/A6/30/201745391N/A80N/A3/31/201744491N/A87N/A12/31/201643590N/A93N/A6/30/201638837N/A29N/A3/31/201635764N/A32N/A12/31/201532691N/A35N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2I5は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.1% ) よりも高い成長率であると考えられます。収益対市場: 2I5今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 2I5今後 3 年以内に収益を上げることが予想されます。収益対市場: 2I5の収益 ( 5.3% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 2I5の収益 ( 5.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2I5の 自己資本利益率 は、3年後には低くなると予測されています ( 6.2 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/18 00:27終値2026/08/18 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Ibstock plc 10 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。14 アナリスト機関Robert ChantryBerenbergAynsley LamminCanaccord GenuityFlorence O'DonoghueDavy11 その他のアナリストを表示
お知らせ • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.
お知らせ • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.
お知らせ • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.
お知らせ • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.
お知らせ • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.
Reported Earnings • Aug 10First half 2026 earnings released: UK£0.051 loss per share (vs UK£0.014 profit in 1H 2025)First half 2026 results: UK£0.051 loss per share (down from UK£0.014 profit in 1H 2025). Revenue: UK£164.2m (down 15% from 1H 2025). Net loss: UK£20.3m (down 459% from profit in 1H 2025). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Declared Dividend • Aug 07First half dividend of UK£0.005 announcedShareholders will receive a dividend of UK£0.005. Ex-date: 20th August 2026 Payment date: 14th September 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Aug 06Ibstock plc Declares Interim Dividend for the Six Months Ended 30 June 2026, Payable on 14 September 2026Ibstock plc Directors have declared an interim dividend of 0.5 pence per ordinary share in respect of the six months ended 30 June 2026 (2025: 1.5 pence), amounting to a dividend cost of £2.0 million (2025: £5.9 million). The interim dividend will be paid on 14 September 2026 to all shareholders on the register at close of business on 21 August 2026.
New Risk • Aug 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Jul 29Ibstock Plc Announces Board and Committee ChangesIbstock Plc announced that Louis Eperjesi, Senior Independent Director, had informed the Board that he intended to step down as a Non-Executive Director on December 31, 2026 and take up a role as a Non-Executive Director with Breedon Group Plc in early 2027. Louis joined Ibstock on June 1, 2018 and, since that time, had served as a member of the Audit, Remuneration, Nomination and Sustainability Committees. He was appointed Senior Independent Director on April 27, 2023. He was succeeded as Senior Independent Director by Nicola Bruce, who joined the Board as an Independent Non-Executive Director on March 29, 2023, effective 29 July 2026. Nicola remained as the Chair of the Remuneration Committee and a member of the Audit and Nomination Committees. The Board initiated a process, led by the Nomination Committee, to identify and appoint an additional Independent Non-Executive Director.
お知らせ • Jul 17Ibstock plc Announces Adepeju Adebajo Step Down as Non-Executive Director, Effective September 23, 2026Ibstock PLC announced that Adepeju Adebajo, Independent Non-Executive Director, had informed the Board of her intention to step down as a Non-Executive Director of the Company with effect from September 23, 2026, in order to pursue other opportunities.
お知らせ • Jul 16Ibstock plc to Report First Half, 2026 Results on Aug 05, 2026Ibstock plc announced that they will report first half, 2026 results on Aug 05, 2026
お知らせ • Jun 22+ 3 more updatesIbstock plc(LSE:IBST) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Ibstock plc(LSE:IBST) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
お知らせ • May 23Ibstock PLC Approves Final Ordinary DividendIbstock PLC at its Annual General Meeting held on May 21, 2026, approved to declare a final dividend of 1.5 pence per ordinary share.
お知らせ • Apr 23+ 1 more updateIbstock plc Announces Appointment of Will Wilkins as Executive Director, Effective August 1, 2026Ibstock Plc announced that Will Wilkins will become an Executive Director. He is expected to join on August 1, 2026. Will joins Ibstock from Mpac Group plc, where he has been Chief Financial Officer since 2018, having held several finance roles at the same company. Prior to this, Will held senior financial positions at BSH Home Appliances, having started his career at Grant Thornton. Will currently has no other external appointments.
お知らせ • Mar 06+ 2 more updatesIbstock plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 29 May 2026The Directors of Ibstock plc is proposing a final dividend in respect of the financial year ended 31 December 2025 of 1.5 pence (2024: 2.5 pence) per Ordinary Share, which will distribute an estimated £5.9 million (2024: £9.9 million) of shareholders' funds. Subject to approval at the Annual General Meeting, this will be paid on 29 May 2026, to shareholders on the register at the close of business on 8 May 2026.
お知らせ • Jan 20Ibstock plc to Report Fiscal Year 2025 Results on Mar 05, 2026Ibstock plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 05, 2026
お知らせ • Oct 02Ibstock plc Announces Simon Bedford Will Assume the Role of Interim CFOFurther to the announcement made on 30 April 2025, Ibstock Plc announced that Simon Bedford will assume the role of Interim CFO until the process to appoint a successor to the role of Chief Financial Officer, following Chris McLeish's decision to leave the business on 10 October 2025 has been concluded. Simon is Ibstock's current Group Financial Controller having joined the business in June 2020 following 19 years at Rolls Royce plc in a number of senior finance roles, including Deputy Finance Director Operations and Civil Aerospace Financial Controller. Simon is a Chartered Accountant and holds an MBA from Warwick Business School.
お知らせ • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.
お知らせ • Jul 15Ibstock plc to Report First Half, 2025 Results on Aug 06, 2025Ibstock plc announced that they will report first half, 2025 results on Aug 06, 2025
お知らせ • May 16Ibstock plc Approves Final DividendIbstock plc at its AGM held on May 15, 2025, approved a final dividend of 2.5 pence per share.
お知らせ • May 02Ibstock plc Announces That Chris Mcleish, Chief Financial Officer, Has Decided to LeaveIbstock Plc announced that Chris McLeish, Chief Financial Officer, has decided to leave the Group to take up the position of CFO at Hill and Smith plc. Chris has been with Ibstock since August 2019 and will leave the Group in October 2025.
お知らせ • Mar 26+ 1 more updateIbstock plc Announces Board ChangesIbstock plc announced the appointment of Richard Akers as a Non-Executive Director and Chair Designate with effect from 5th May 2025. Jonathan Nicholls will step down as Chair and retire from the Board following the conclusion of the Company's Annual General Meeting (AGM) on 15th May 2025. Jonathan joined Ibstock's Board as a Non-Executive Director in September 2015 and was appointed as Chair in May 2018. Richard will succeed Jonathan as Chair following the conclusion of the Company's AGM. Richard brings a wealth of leadership experience and sector insight to the role having spent his career in the property, house building and land transaction industries, including twenty years with Land Securities Group PLC where he was a senior executive, member of the board, and managing director of the retail portfolio. He recently joined Miller Homes Limited as Chair in January 2025, prior to which he was the Chair of Redrow PLC until its merger with Barratt Developments PLC completed in October 2024. Richard spent nine years in non-executive director roles with Barratt Developments PLC and is currently the Senior Independent Director at Shaftesbury Capital PLC. He has also held non-executive roles at Unite Group PLC, EMAAR Malls in Dubai and the Battersea Power Station Development Company and was a fellow of the Royal Institution of Chartered Surveyors.
お知らせ • Jan 16+ 1 more updateIbstock plc to Report Fiscal Year 2024 Results on Mar 05, 2025Ibstock plc announced that they will report fiscal year 2024 results on Mar 05, 2025
Declared Dividend • Aug 09First half dividend of UK£0.015 announcedShareholders will receive a dividend of UK£0.015. Ex-date: 22nd August 2024 Payment date: 13th September 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (276% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.0% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 207% to bring the payout ratio under control. EPS is expected to grow by 274% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 08First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.057 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.057 in 1H 2023). Revenue: UK£178.2m (down 20% from 1H 2023). Net income: UK£8.59m (down 62% from 1H 2023). Profit margin: 4.8% (down from 10% in 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Aug 07Ibstock plc Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on September 13, 2024Ibstock plc has declared an interim dividend for the six months ended 30 June 2024 of 1.5 pence per share (2022: 3.4 pence),for payment on 13 September 2024 to shareholders on the register on 23 August 2024.
Recent Insider Transactions • Jun 15CEO & Executive Director recently sold €192k worth of stockOn the 10th of June, Joseph Hudson sold around 104k shares on-market at roughly €1.85 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months.
お知らせ • May 18Ibstock plc Approves Final DividendIbstock plc announced that at the AGM held on 16 May 2024 approved a final dividend of 3.6 pence per ordinary share.
Upcoming Dividend • May 02Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 09 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%).
New Risk • Apr 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% 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: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).
お知らせ • Apr 12Ibstock plc, Annual General Meeting, May 16, 2024Ibstock plc, Annual General Meeting, May 16, 2024, at 11:00 Coordinated Universal Time. Location: the offices of Ibstock Plc, 54 Hatton Garden, London EC1N 8HN London United Kingdom
New Risk • Mar 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% 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: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: UK£0.054 (vs UK£0.22 in FY 2022)Full year 2023 results: EPS: UK£0.054 (down from UK£0.22 in FY 2022). Revenue: UK£405.8m (down 21% from FY 2022). Net income: UK£21.1m (down 76% from FY 2022). Profit margin: 5.2% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.89, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Basic Materials industry in Europe. Total loss to shareholders of 7.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.36 per share.
お知らせ • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.56, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 14% over the past three years.
Upcoming Dividend • Aug 17Upcoming dividend of UK£0.034 per share at 5.8% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.057 (vs UK£0.10 in 1H 2022)First half 2023 results: EPS: UK£0.057 (down from UK£0.10 in 1H 2022). Revenue: UK£222.7m (down 14% from 1H 2022). Net income: UK£22.4m (down 45% from 1H 2022). Profit margin: 10% (down from 16% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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 Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • Jun 27Ibstock plc to Report First Half, 2023 Results on Aug 02, 2023Ibstock plc announced that they will report first half, 2023 results on Aug 02, 2023
Upcoming Dividend • Apr 13Upcoming dividend of UK£0.055 per share at 5.1% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.22 (vs UK£0.078 in FY 2021)Full year 2022 results: EPS: UK£0.22 (up from UK£0.078 in FY 2021). Revenue: UK£512.9m (up 26% from FY 2021). Net income: UK£86.9m (up 173% from FY 2021). Profit margin: 17% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.
お知らせ • Jan 13Ibstock plc to Report Fiscal Year 2022 Results on Mar 08, 2023Ibstock plc announced that they will report fiscal year 2022 results on Mar 08, 2023
Board Change • Nov 16Insufficient 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 Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 28+ 1 more updateIbstock plc, Annual General Meeting, Apr 27, 2023Ibstock plc, Annual General Meeting, Apr 27, 2023. Agenda: Annual General Meeting.
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 Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 11Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 13 September 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (4.0%).
Reported Earnings • Jul 28First half 2022 earnings released: EPS: UK£0.10 (vs UK£0.027 in 1H 2021)First half 2022 results: EPS: UK£0.10 (up from UK£0.027 in 1H 2021). Revenue: UK£259.3m (up 28% from 1H 2021). Net income: UK£40.8m (up 272% from 1H 2021). Profit margin: 16% (up from 5.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
お知らせ • Jul 28Ibstock plc Announces Interim Dividend, Payable on September 13, 2022Ibstock plc announced an interim dividend of 3.3 pence per ordinary share (2021: 2.5 pence) will be paid on 13 September 2022 to shareholders on the register on 19 August 2022.
お知らせ • May 13Ibstock plc (LSE:IBST) commences an Equity Buyback Plan for 40,963,159 shares, under the authorization approved on April 21, 2022.Ibstock plc (LSE:IBST) commences share repurchases on May 10, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 21, 2022. As per the mandate, the company is authorized to repurchase up to 40,963,159 shares. The minimum price (exclusive of expenses) which may be paid for each ordinary share is $0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The authority shall expire at the conclusion of the next Annual General Meeting or if earlier, on July 1, 2023 unless renewed before that time On April 21, 2022, the company initiated a Market Repurchase. Under the program the company will purchase £30 million worth of its shares.
お知らせ • Apr 22+ 1 more updateIbstock plc Elects Peju Adebajo as DirectorIbstock plc elected Peju Adebajo as director at the 2022 annual general meeting held on April 21, 2022.
お知らせ • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.
Upcoming Dividend • Apr 07Upcoming dividend of UK£0.05 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 13 May 2022. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.9%). In line with average of industry peers (4.2%).
Reported Earnings • Mar 10Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: UK£408.7m (up 29% from FY 2020). Net income: UK£31.8m (up UK£59.8m from FY 2020). Profit margin: 7.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 7.5% growth forecast for the industry in Germany.
お知らせ • Mar 10Ibstock plc Recommends Final Dividend for the Year 2021, Payable on 13 May 2022Ibstock plc announced in light of the group's financial strength and prospects, a final dividend of 5.0 pence per ordinary share for the year 2021 (2020: 1.6 pence) is being recommended for payment on 13 May 2022 to shareholders on the register on 19 April 2022. This is in addition to its interim dividend paid in September 2021 of 2.5 pence per ordinary share (2020: nil pence). This full year dividend of 7.5 pence represents an increase of 5.9 pence (2020: 1.6 pence).
お知らせ • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 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. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.027 (vs UK£0.12 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£202.0m (up 54% from 1H 2020). Net income: UK£11.0m (up UK£60.6m from 1H 2020). Profit margin: 5.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 08Upcoming dividend of UK£0.016 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 14 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).
Reported Earnings • Mar 11Full year 2020 earnings released: UK£0.068 loss per share (vs UK£0.16 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£316.2m (down 23% from FY 2019). Net loss: UK£28.0m (down 142% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 18%, compared to a 6.1% growth forecast for the Basic Materials industry in Germany.
お知らせ • Mar 11Ibstock plc, Annual General Meeting, Apr 22, 2021Ibstock plc, Annual General Meeting, Apr 22, 2021.
Is New 90 Day High Low • Mar 06New 90-day high: €2.64The company is up 14% from its price of €2.31 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.
Is New 90 Day High Low • Feb 11New 90-day high: €2.44The company is up 17% from its price of €2.08 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.
Is New 90 Day High Low • Jan 22New 90-day high: €2.34The company is up 21% from its price of €1.94 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.26 per share.
お知らせ • Dec 24+ 1 more updateIbstock plc to Report First Half, 2021 Results on Aug 04, 2021Ibstock plc announced that they will report first half, 2021 results on Aug 04, 2021
Is New 90 Day High Low • Dec 05New 90-day high: €2.31The company is up 45% from its price of €1.59 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.02 per share.
Is New 90 Day High Low • Nov 14New 90-day high: €2.08The company is up 16% from its price of €1.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.72 per share.
Is New 90 Day High Low • Oct 24New 90-day high: €1.94The company is up 6.0% from its price of €1.82 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.78 per share.
Is New 90 Day High Low • Sep 23New 90-day low: €1.52The company is down 22% from its price of €1.94 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.65 per share.