View ValuationTreatt 将来の成長Future 基準チェック /36Treatt利益と収益がそれぞれ年間25%と5.2%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6.8% 25%なると予測されています。主要情報25.0%収益成長率24.99%EPS成長率Chemicals 収益成長44.1%収益成長率5.2%将来の株主資本利益率6.80%アナリストカバレッジLow最終更新日05 May 2026今後の成長に関する最新情報お知らせ • Jul 25Treatt plc Revises Earnings Guidance for the Financial Year Ending 30 September 2025Treatt plc revised earnings guidance for the financial year ending 30 September 2025. For the year, the company expects revenue of between £130 million and £135 million and profit before tax and exceptionals (PBTE) of between £9 million and £11 million, lower than previous guidance. This revised outlook has been principally driven by the following incremental factors: A reduction in second half sales, with revenue now expected to be £66 million, compared with previous guidance of £82 million. While have successfully converted several pipeline opportunities, including encouraging wins with new customers in Premium, this conversion has been slower than anticipated.お知らせ • Apr 10Treatt plc Provides Earnings Guidance for Full Year Ended September 30, 2025Treatt plc provided earnings guidance for full year ended September 30, 2025. For the period, The combined impact of several factors means company now expect Revenue of between £146 million and £153 million for the full year.お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Second Half and Full Year 2024Treatt plc provided earnings guidance for the second half and full year 2024. for the second half, the company expects sales growth of 16% led by improved Heritage and strong China regional growth. for the year, the company expects revenue for the year is anticipated to be £155.2 million (FY23: £147.4 million), up 5% (7% at constant currency).お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Year Ended 30 September 2023Treatt plc provided earnings guidance for the year ended 30 September 2023. For the year, the company anticipates revenue to be c.£147 million (FY22: £140 million), up 5% (3% at constant currency) despite the challenging macro environment and sector destocking, particularly in H2.お知らせ • Aug 15Treatt plc Provides Group Revenue Guidance for the Full Year Ending 30 September 2022Treatt plc provided group revenue guidance for the full year ending 30 September 2022. for the year, the group is still expecting to report strong revenue growth for the full year and retains an excellent order book, it has been affected by a number of separate factors which will impact profitability for the full year.お知らせ • Apr 13Treatt plc Provides Trading Update for the Half Year Ended 31 March 2021Treatt plc provided trading update for the half year ended 31 March 2021. The company's revenue expected to grow by 14% to approximately £60.8 million (H1 2020: £53.6 million). The company's Expected revenue growth for the half year of 14% (16% in constant currency) has been driven by the Group's fast-growing and higher margin categories of tea, health & wellness and fruit & vegetables.すべての更新を表示Recent updatesお知らせ • May 01+ 1 more updateTreatt plc Not to Declare an Interim Dividend for the Six Months Ended 31 March 2026; Announces Final Dividend for Second Half of the Financial Year Ending 30 September 2026Treatt plc announced that in light of the offer from Döhler Finance Management B.V, announced separately 29 April 2026, the Board has decided not to declare an interim dividend for the six months ended 31 March 2026. The company announced a final dividend of 3.00 pence (2024: 5.81 pence) per ordinary share was recommended and approved at the Annual General Meeting on 26 March 2026, and will be accounted for in the second half of the financial year ending 30 September 2026.お知らせ • Apr 30Treatt plc Intends to Apply to LSE to Cancel the Admission to Trading of the Treatt Shares on the Main Market of the LSE, and to the FCA to Cancel the Admission of Treatt Shares on the Official List, in Each Case with Effect from or Shortly Following the Effective DateTreatt plc Shares are currently admitted to the Official List and admitted to trading on the Main Market of the London Stock Exchange. It is intended that requests will be made to the Financial Conduct Authority to cancel admission of the Treatt Shares to the Official List and to the London Stock Exchange to cancel admission to trading in Treatt Shares on the Main Market, in each case conditional on the Acquisition becoming Effective. Following the Acquisition, Döhler Finance Management B.V. intends to re-register Treatt PLC as a private company. The Acquisition will be effected by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006. The Acquisition is expected to complete in Third Quarter 2026, subject to the satisfaction (or, where applicable, waiver) of the Conditions set out in Appendix 1 to this Announcement, and to the full terms and conditions which will be set out in the Scheme Document. The Scheme must become Effective by no later than the Long Stop Date. The last day for dealings in, and registration of transfers of, Treatt Shares will be the Business Day following the date of the Sanction Hearing, and no transfers will be registered after 6.00 p.m. on that date. On or shortly after the Effective Date, entitlements to Treatt Shares held within the CREST system will be cancelled and share certificates in respect of Treatt Shares will cease to be valid. It is also intended that, following the Effective Date, Treatt PLC will be re-registered as a private limited company.お知らせ • Apr 08Treatt plc Announces Directorate and Board Committee Changes Effective 7 April 2026Treatt announces the appointment of Sangita Shah and Shaun Smith as independent Non-executive Directors, with effective 7 April 2026. Sangita will also be Senior Independent Director and Chair of the Remuneration Committee, and Shaun will also be Chair of the Audit Committee. Sangita Shah is currently the Non-Executive Chair of the Quoted Companies Alliance, Interim Chair of Big Technologies plc, Senior Independent Director of Forward Industries Inc., Non-Executive Director of Rockwood Strategic plc, Director of Odyssean Enterprises LTD and SHSS Partnership LLP. She is also a trustee of the Willow Foundation. Previously, Sangita has served as a Non-Executive Director on several UK-listed company boards, including Kinovo plc /Sureserve Compliance Electrical Holdings (Chair), RA International plc (Chair), Global Reach Technology EMEA Limited, Inspired Energy plc (Senior Independent Director and Interim Chair) and Ten Entertainment plc (Chair of the Remuneration Committee). Shaun Smith is currently a Non-Executive Director of Inspecs Group Plc. Previously, Shaun was Chief Financial Officer of Norcros plc and has served as a Non-Executive Director on several UK-listed company boards, including: Non-Executive Director at Diales Group plc (Chair), Cake Box Holdings plc (Audit Committee Chair) and Epwin Group plc (Audit Committee Chair). With immediate effect, the following changes will be made to Board roles and Committee composition: Sangita Shah will be appointed as Senior Independent Director, Chair of the Remuneration Committee and member of the Audit Committee and Nomination Committee. Shaun Smith will be appointed as Chair of the Audit Committee. Christine Sisler will step down as a member of the Nomination Committee. Accordingly, the membership of the committees will be as set out below: Nomination Committee: Vijay Thakrar (Chair), Sangita Shah and Helga Moelschl. Remuneration Committee: Sangita Shah (Chair), Vijay Thakrar and Christine Sisler. Audit Committee: Shaun Smith (Chair), Sangita Shah and Christine Sisler.お知らせ • Feb 12+ 1 more updateTreatt plc Appoints Manprit Randhawa as Group Chief Financial Officer, Effective on 11 February 2026Treatt plc announced the appointment of Manprit Randhawa as Group Chief Financial Officer on a permanent basis, effective on 11 February 2026.お知らせ • Feb 03+ 1 more updateTreatt plc to Report Fiscal Year 2026 Results on Dec 01, 2026Treatt plc announced that they will report fiscal year 2026 results on Dec 01, 2026お知らせ • Jan 21Treatt plc, Annual General Meeting, Mar 26, 2026Treatt plc, Annual General Meeting, Mar 26, 2026.お知らせ • Jan 20+ 1 more updateTreatt plc Announces Appointment of Helga Moelschl as Non-Executive Director, Effective February 1, 2026Treatt PLC announced that Helga Moelschl will join the Board as a Non-Executive Director on February 1, 2026. Helga brings over 20 years' experience in the food ingredients and flavours industry and has held senior roles at leading companies in the sector, including IFF and Givaudan. During her career Helga has established a strong track record of business performance leadership, commercial excellence and sustainable value creation, underpinned by innovative consumer-centric strategies. Helga was nominated by Döhler under the terms of the Relationship Agreement and she will consequently be classified as non-independent for the purpose of the UK Corporate Governance Code.お知らせ • Dec 08Treatt plc to Report Fiscal Year 2025 Final Results on Jan 20, 2026Treatt plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Jan 20, 2026お知らせ • Dec 05Treatt PLC Announces Resignation of Philip O'connor as Non-Executive Director, Effective February 28, 2026Treatt PLC announced that Philip O'Connor has informed the Board of his decision to step down as a Non-executive Director on February 28, 2026, when he will have served four years on the Board, three as Senior Independent Director. As Chair of the Audit Committee, he will continue to work with management and the Company's auditors to finalise the Annual Report and Accounts for the year to September 30, 2025. A search is already under way to identify candidates as new Non-executive Directors.お知らせ • Nov 26+ 1 more updateDavid Shannon to Steps Down as Director of Treatt plc on 31 December 2025Treatt announced that David Shannon has informed the Board of his intention to step down from his role as a Director of the Company on 31 December 2025.お知らせ • Nov 22Bronagh Kennedy to Step Down as Non-Executive Director of Treatt Plc, Effective on 31 January 2026Treatt announced that Bronagh Kennedy has informed the Board of her intention to step down as a Non-executive Director at the end of her three-year term, to devote more time to her other board roles. This change will take effect on 31 January 2026. The appointment of a new Non-executive Director is in process.お知らせ • Sep 30Döhler Group SE acquired an additional 7.02% stake in Treatt plc (LSE:TET) for £11.92 million.Döhler Group SE acquired an additional 7.02% stake in Treatt plc (LSE:TET) for £11.92 million on September 30, 2025. Döhler Group SE acquired 4.18 million shares in Treatt plc at £2.85 per share. Döhler Group SE now owns 10.02% stake in Treatt plc. Döhler Group SE completed the acquisition of an additional 7.02% stake in Treatt plc (LSE:TET) on September 30, 2025.お知らせ • Sep 08Natara Global Limited agreed to acquire Treatt plc (LSE:TET) for approximately £150 million.Natara Global Limited agreed to acquire Treatt plc (LSE:TET) for approximately £150 million on September 8, 2025. A cash consideration of £154.29 million valued at £2.6 per share will be paid by Natara Global Limited. As part of consideration, £154.29 million is paid towards common equity of Treatt plc. The consideration payable under the acquisition will be funded in part through equity provided by Exponent Fund IV and Exponent Fund V and in part through new debt financing. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders, subject to antitrust regulations and subject to court approval. The deal has been unanimously approved by the board. The acquisition is expected to complete during 2025. Peel Hunt LLP acted as financial advisor for Treatt plc. Investec Bank plc acted as financial advisor for Treatt plc. Rothschild & Co Redburn acted acted as financial advisor for Natara Global Limited. Allen Overy Shearman Sterling LLP acted as legal advisor for Natara Global Limited. Ashurst LLP acted as legal advisor for Treatt plc.お知らせ • Jul 25Treatt plc Revises Earnings Guidance for the Financial Year Ending 30 September 2025Treatt plc revised earnings guidance for the financial year ending 30 September 2025. For the year, the company expects revenue of between £130 million and £135 million and profit before tax and exceptionals (PBTE) of between £9 million and £11 million, lower than previous guidance. This revised outlook has been principally driven by the following incremental factors: A reduction in second half sales, with revenue now expected to be £66 million, compared with previous guidance of £82 million. While have successfully converted several pipeline opportunities, including encouraging wins with new customers in Premium, this conversion has been slower than anticipated.お知らせ • Apr 10Treatt plc Provides Earnings Guidance for Full Year Ended September 30, 2025Treatt plc provided earnings guidance for full year ended September 30, 2025. For the period, The combined impact of several factors means company now expect Revenue of between £146 million and £153 million for the full year.お知らせ • Mar 24Treatt plc Announces Resignation of Ryan Govender as Chief Financial Officer, Effective September 30, 2025Treatt announced that Ryan Govender, Chief Financial Officer, has informed the Board of his decision to leave the business to become Chief Financial Officer at Johnson Service Group Plc. Ryan will remain in post until 30 September 2025.お知らせ • Dec 05Treatt plc, Annual General Meeting, Jan 30, 2025Treatt plc, Annual General Meeting, Jan 30, 2025.お知らせ • Dec 04Treatt plc Proposes Final Dividend in Respect of 2024, Payable on 13 March 2025Treatt plc proposed a final dividend of 5.81 pence per ordinary share in respect of 2024. If approved by shareholders at the Annual General Meeting the final dividend will be payable on 13 March 2025 to all shareholders on the register at the close of business on 7 February 2025. Ex-dividend date: 6 February 2025.お知らせ • Nov 15Dr. David Johnston Step Down from the Board of Treatt plc on 30 January 2025Treatt announced that Dr. David Johnston, Non-Executive Director, has given notice of his intention to retire and step down from the Board after 14 years', following the Company's AGM on 30 January 2025.お知らせ • Oct 16Treatt plc Expands CFO Ryan Govender's Role to Managing Director for Europe to Drive Regional GrowthTreatt plc announced that, Ryan Govender, Chief Financial Officer, will add to his existing responsibilities in a new operational role as Managing Director for Europe to focus on driving regional growth. As part of this additional role Ryan will be responsible for leading the European leadership team. Ryan's extensive knowledge of the business and entrepreneurial approach will enable the company to drive the business as a regionally delivered organisation. Ryan will continue his role as CFO, well supported by the Group's strong finance function.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.75, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Chemicals industry in Germany. Total loss to shareholders of 55% over the past three years.お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Second Half and Full Year 2024Treatt plc provided earnings guidance for the second half and full year 2024. for the second half, the company expects sales growth of 16% led by improved Heritage and strong China regional growth. for the year, the company expects revenue for the year is anticipated to be £155.2 million (FY23: £147.4 million), up 5% (7% at constant currency).お知らせ • Sep 25+ 1 more updateTreatt plc to Report First Half, 2025 Results on May 13, 2025Treatt plc announced that they will report first half, 2025 results on May 13, 2025Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Group CEO & Director Dave Shannon was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • May 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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. This is currently the only risk that has been identified for the company.Declared Dividend • May 16First half dividend of UK£0.026 announcedShareholders will receive a dividend of UK£0.026. Ex-date: 4th July 2024 Payment date: 15th August 2024 Dividend yield will be 1.6%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15+ 1 more updateTreatt plc Declares an Interim Dividend, Payable August 15, 2024Treatt plc declared an interim dividend of 2.60 pence per share (2023 interim: 2.55 pence per share), an increase of 2.0%, reflecting confidence in the business' prospects. This reflects a balance of the Board's understanding of the importance of dividend payments to shareholders, effective financial discipline and transitioning towards a healthy long-term dividend cover of 3 times. The interim dividend will be payable on 15 August 2024 to shareholders on the register at close of business on 5 July 2024.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Chemicals industry in Germany. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.44 per share.お知らせ • Mar 04+ 1 more updateTreatt plc Appoints David Shannon as Group Chief Executive Officer, Effective on 3 June 2024Treatt plc announced the appointment of David Shannon as Group Chief Executive Officer, effective on 3 June 2024. David joins Treatt from Croda International Plc where he has held a number of senior roles, recently as President of Consumer Care and an Executive Committee member. He has extensive experience in selling specialty ingredients in the B2B environment for the Flavour and Fragrance, Personal Care, Pharmaceutical and Agricultural industries worldwide. David has a proven track record of sustainably growing businesses in dynamic markets. He has spent 13 years in various roles in the USA, a key market for Treatt, and has recently overseen a new manufacturing project in China. David's experience includes global business management, setting and delivering strategy, optimising science and innovation to drive revenue growth, identifying new ways to maximise revenue and attracting, retaining and developing employees. He has a degree in Chemistry from Edinburgh University. Ryan Govender and Alison Sleight will continue as Interim CEO & Interim CFO respectively until David joins, when Ryan will resume as CFO and Alison as Group Finance & IT Director.Upcoming Dividend • Jan 25Upcoming dividend of UK£0.055 per share at 1.6% yieldEligible shareholders must have bought the stock before 01 February 2024. Payment date: 14 March 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.2%).お知らせ • Jan 05+ 1 more updateTreatt plc to Report Fiscal Year 2024 Results on Nov 26, 2024Treatt plc announced that they will report fiscal year 2024 results on Nov 26, 2024Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.88 per share.お知らせ • Dec 13+ 1 more updateTreatt plc Announces the Appointment of Alison Sleight as Company Secretary, Effective 1 January 2024Treatt plc announced the appointment of Alison Sleight as Interim Chief Financial Officer ("CFO"), effective 1 January 2024. Alisonwill report into the Board although will not be appointed as a Director of the Company. Alison will also be appointed as Company Secretary from 1 January 2024. This follows the announcement on 20 October 2023 that Ryan Govender, the current CFO, will become Interim CEO from 1 January 2024, following Daemmon Reeves's retirement as CEO from 31 December 2023. The Board is making good progress in its process to appoint a permanent CEO and an announcement will be made in due course. Alison joined Treatt at the beginning of 2019, as Group Financial Controller, and is currently the Group Finance and IT Director. A qualified Chartered Accountant, Alison started her career at KPMG and held a variety of senior Finance roles within DS Smith group and music publishing prior to joining Treatt.New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.Reported Earnings • Nov 30Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.22 in FY 2022)Full year 2023 results: EPS: UK£0.18 (down from UK£0.22 in FY 2022). Revenue: UK£147.4m (up 5.1% from FY 2022). Net income: UK£10.9m (down 18% from FY 2022). Profit margin: 7.4% (down from 9.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 29Treatt plc Recommends Final Dividend for 2023, Payable on 14 March 2024Treatt plc recommended at the forthcoming AGM a final dividend of 5.46 pence (2022: 5.35 pence which, if approved by shareholders, would bring the total dividend for the year to 8.01 pence (2022: 7.85 pence), in line with progressive dividend policy and aim to work towards historical level of dividend cover of three times. The final dividend will be payable on 14 March 2024 to all shareholders on the register at the close of business on 2 February 2024. Ex-dividend date of 1 February 2024.お知らせ • Nov 28Treatt plc, Annual General Meeting, Jan 25, 2024Treatt plc, Annual General Meeting, Jan 25, 2024. Agenda: To consider final dividend for the year ended 30 September 2023 of 5.46p pence.お知らせ • Oct 20+ 1 more updateTreatt Announces CEO ChangesTreatt announced that Daemmon Reeve has informed the Board of his intention to retire from his role as Chief Executive Officer of the Company. Daemmon's retirement comes after 32 years with Treatt, the last 11 years as CEO. He has agreed with the Board that he will step down from his role on 31 December 2023 and will step down immediately from Treatt's Nomination Committee. The Board regularly reviews succession planning and has begun the process to appoint a new CEO. Until a new CEO is appointed, Ryan Govender, the Company's Chief Financial Officer, will be appointed as Interim CEO from 1 January 2024. Building on his international and diverse experience from his previous roles, most recently within Associated British Foods, Ryan has a strong understanding of the business and has played a key role as part of the Treatt team in formulating an ambitious strategy for the future of the business.New Risk • Oct 11New 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 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Year Ended 30 September 2023Treatt plc provided earnings guidance for the year ended 30 September 2023. For the year, the company anticipates revenue to be c.£147 million (FY22: £140 million), up 5% (3% at constant currency) despite the challenging macro environment and sector destocking, particularly in H2.Upcoming Dividend • Jun 22Upcoming dividend of UK£0.025 per share at 1.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 45% and the cash payout ratio is 76%. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%).お知らせ • May 10+ 1 more updateTreatt plc Declares an Interim Dividend, Payable on 10 August 2023The Board of Treatt plc has declared an interim dividend of 2.55 pence per share (2022 interim: 2.50 pence per share). This reflects a balance of the Board's understanding of the importance of dividend payments to shareholders, effective financial discipline and transitioning towards a healthy long term dividend cover of up to 3 times. The interim dividend will be payable on 10 August 2023 to shareholders on the register at close of business on 30 June 2023.Reported Earnings • May 09First half 2023 earnings released: EPS: UK£0.082 (vs UK£0.13 in 1H 2022)First half 2023 results: EPS: UK£0.082 (down from UK£0.13 in 1H 2022). Revenue: UK£76.0m (up 15% from 1H 2022). Net income: UK£4.95m (down 36% from 1H 2022). Profit margin: 6.5% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.お知らせ • Feb 03Treatt plc to Report Fiscal Year 2023 Results on Dec 05, 2023Treatt plc announced that they will report fiscal year 2023 results on Dec 05, 2023Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Bronagh Kennedy was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jan 26Upcoming dividend of UK£0.053 per share at 1.3% yieldEligible shareholders must have bought the stock before 02 February 2023. Payment date: 16 March 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.1%).お知らせ • Dec 21Treatt plc Announces Changes in Board CommitteeTreatt, plc announced the appointment ofBronagh Kennedyas an independentNon-executive Director. She will join the Board on 27 January 2023, following the conclusion of the Company's AGM. Bronagh has a wealth of Executive and Non-executive experience in listed companies across a number of sectors, most recently as Company Secretary & General Counsel and sustainability lead at FTSE100 listed, Severn Trent plc, a role she retired from earlier this month. She is also a Non-executive Director and member of the Remuneration Committee at the Canal and River Trust, an advisor to European Metal Recycling and was previously Remuneration Committee Chair at both Wolseley UK and at British Canoeing. Her broad experience spans HR, Sustainability, Corporate M&A and Restructuring, Governance, Risk and Regulatory Compliance and she brings a passion for the delivery of outstanding customer service through engaged employees, a purpose driven culture and corporate sustainability. With effect from 27 January 2023, the date on which Vijay Thakrar succeeds Tim Jones as Chairman and Yetunde Hofmann steps down from the Board, as previously announced, the following changes will be made: Bronagh Kennedy will be appointed Chair of the Remuneration Committee, Philip O'Connor will be appointed Senior Independent Directo, Bronagh Kennedy will be appointed to the Nomination Committee.Reported Earnings • Nov 30Full year 2022 earnings released: EPS: UK£0.22 (vs UK£0.25 in FY 2021)Full year 2022 results: EPS: UK£0.22 (down from UK£0.25 in FY 2021). Revenue: UK£140.2m (up 13% from FY 2021). Net income: UK£13.3m (down 12% from FY 2021). Profit margin: 9.5% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.お知らせ • Nov 29Treatt plc Proposes Final Dividend for 2022, Payable on 16 March 2023Treatt plc announced that the Directors proposed a final dividend of 5.35p per share (2021: 5.50p), which represents an increase in the total dividend for the year of 4.7% to 7.85p (2021: 7.50p). If approved by shareholders at the Annual General Meeting, the final dividend will be payable on 16 March 2023 to all shareholders on the register at the close of business on 3 February 2023.お知らせ • Nov 10Treatt plc Announces the Steps Down Anita Guernari as Company Secretary, effective 30 November 2022Treatt announced that Anita Guernari steps down as Company Secretary on 30 November 2022. Ryan Govender, Chief Financial Officer, takes on the additional role of Company Secretary, supported by Vanessa Myatt, Deputy Company Secretary, who will be responsible for the running of the Group Secretariat.お知らせ • Nov 02Treatt plc Announces Resignation of Yetunde Hofmann as Non-Executive DirectorTreatt plc announced that Yetunde Hofmann has informed the Board of her intention to resign as a Non-executive Director at the conclusion of the Annual General Meeting on 27 January 2023, in order to devote more time to her other board roles.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to €6.80, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.29 per share.お知らせ • Oct 13Treatt plc to Report Fiscal Year 2022 Results on Nov 29, 2022Treatt plc announced that they will report fiscal year 2022 results on Nov 29, 2022お知らせ • Sep 17+ 1 more updateTreatt plc Announces Changes to its BoardTreatt plc announced that Lynne Weedall resigns as a Non-executive Director with effect from 17 September 2022 as announced on 24 June 2022. Accordingly, the following changes take place with effect from 17 September. Vijay Thakrar, Chairman Designate, will succeed Lynne as Chair of the Nomination Committee and Senior Independent Director until he assumes the role of Chairman of the Group at the conclusion of the Annual General Meeting on 27 January 2023. He steps down as Chair of the Audit Committee but will remain as a member of the committee. Philip O'Connor is appointed Chair of the Audit Committee. Philip, a Chartered Certified Accountant, is deemed by the Board to have relevant financial experience, having spent many years at Kerry in senior roles, including as Finance Director of Kerry Foods. Christine Sisler is appointed to the Remuneration Committee and steps down from the Nomination Committee. The membership of the Committees as of 17 September 2022 will be as follows: Audit Committee: Philip O'Connor (Chair), Vijay Thakrar and Christine Sisler. Remuneration Committee: Yetunde Hofmann (Chair), Vijay Thakrar and Christine Sisler, Nomination Committee: Vijay Thakrar (Chair), Daemmon Reeve, Yetund.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €6.95, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Chemicals industry in Germany. Total returns to shareholders of 49% over the past three years.お知らせ • Aug 15Treatt plc Provides Group Revenue Guidance for the Full Year Ending 30 September 2022Treatt plc provided group revenue guidance for the full year ending 30 September 2022. for the year, the group is still expecting to report strong revenue growth for the full year and retains an excellent order book, it has been affected by a number of separate factors which will impact profitability for the full year.お知らせ • Jun 29Treatt plc Announces Resignation of Lynne Weedall from the Board, Effective from September 17, 2022Greggs plc announced that it has been informed by Ms. Lynne Weedall that she will be stepping down from the Board of Treatt plc with effect from 17 September 2022.お知らせ • Jun 25Treatt plc Announces Chairman Succession and Board ChangeTreatt plc announced that following an extensive selection process Vijay Thakrar is appointed Chairman Designate and will succeed Tim Jones, who has informed the Board of his intention to retire as Chairman of the Group at the conclusion of the Annual General Meeting on 27 January 2023. Vijay joined the Board of Treatt as an independent Non-executive director on 1 September 2020. He is currently a Non-executive director on the Boards of Alpha FX Group plc and RSM UK Holdings Limited and Non-executive Chairman of Alumasc Group plc. Tim has been an outstanding Chairman, having seen the Company through transformational change and substantial growth since his appointment in 2012 and he will be greatly missed. The Company's announces that Lynne Weedall has informed the Board of her intention to resign as a Non-executive Director with effect from 17 September 2022, in order to devote more time to her other board commitments.Upcoming Dividend • Jun 23Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.7%).お知らせ • May 12+ 2 more updatesTreatt plc Announces CFO ChangeTreatt plc announced that Richard Hope retiring on 30 June 2022 having served as Chief Financial Officer for 19 years, the company is looking forward to Ryan Govender joining on 23 May 2022, which will allow for an appropriate transition and handover.Reported Earnings • May 11First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£7.20m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 9.1%, compared to a 6.5% growth forecast for the industry in Germany.お知らせ • Apr 12Treatt plc to Report First Half, 2022 Results on May 10, 2022Treatt plc announced that they will report first half, 2022 results on May 10, 2022Board Change • Apr 01High number of new directorsIndependent Non Executive Director Christine Sisler was the last director to join the board, commencing their role in 2022.Board Change • Mar 02High number of new directorsIndependent Non Executive Director Christine Sisler was the last director to join the board, commencing their role in 2022.お知らせ • Feb 16+ 1 more updateTreatt plc Announces Executive ChangesTreatt plc announced that Ryan Govender will join the as CFO, Designate on 23rd May 2022. After a handover period to ensure a smooth transition, Ryan will replace Richard Hope as CFO and an Executive Director on the Board on 1st July 2022. As announced previously, Richard will be retiring on 30 June 2022. Ryan is an experienced CFO, having worked for over 20 years in senior finance roles across global FMCG businesses, particularly in the food sector.Upcoming Dividend • Jan 27Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 03 February 2022. Payment date: 17 March 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.6%).Reported Earnings • Dec 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.25 (up from UK£0.18 in FY 2020). Revenue: UK£124.3m (up 14% from FY 2020). Net income: UK£15.1m (up 40% from FY 2020). Profit margin: 12% (up from 9.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4%, compared to a 4.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 24Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 12 August 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).Reported Earnings • May 15First half 2021 earnings released: EPS UK£0.12 (vs UK£0.073 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£60.8m (up 14% from 1H 2020). Net income: UK£7.20m (up 64% from 1H 2020). Profit margin: 12% (up from 8.2% in 1H 2020). The increase in margin was driven by higher revenue.お知らせ • May 12Treatt plc Declares Interim Dividend for 2021; Payable on 12 August 2021Treatt plc declared an increase to the interim dividend of 8.7% to 2.00 pence per share (2020 interim dividend: 1.84 pence per share), which will be payable on August 12, 2021 to all shareholders on the register at close of business on July 2, 2021.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to UK£12.90, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 19x in the Chemicals industry in Germany. Total returns to shareholders of 135% over the past year.お知らせ • Apr 13Treatt plc Provides Trading Update for the Half Year Ended 31 March 2021Treatt plc provided trading update for the half year ended 31 March 2021. The company's revenue expected to grow by 14% to approximately £60.8 million (H1 2020: £53.6 million). The company's Expected revenue growth for the half year of 14% (16% in constant currency) has been driven by the Group's fast-growing and higher margin categories of tea, health & wellness and fruit & vegetables.Is New 90 Day High Low • Feb 10New 90-day high: €11.10The company is up 62% from its price of €6.86 on 12 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 Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.54 per share.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to UK£10.20, the stock is trading at a trailing P/E ratio of 50.2x, up from the previous P/E ratio of 42.6x. This compares to an average P/E of 27x in the Chemicals industry in Germany. Total returns to shareholders over the past year are 64%.Upcoming Dividend • Jan 28Upcoming Dividend of UK£0.042 Per ShareWill be paid on the 18th of March to those who are registered shareholders by the 4th of February. The trailing yield of 0.7% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (3.6%).Is New 90 Day High Low • Jan 23New 90-day high: €10.30The company is up 53% from its price of €6.74 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 Chemicals 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 €5.28 per share.Is New 90 Day High Low • Dec 31New 90-day high: €9.06The company is up 38% from its price of €6.56 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.40 per share.Reported Earnings • Dec 11Full year 2020 earnings released: EPS UK£0.18The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£109.0m (down 3.3% from FY 2019). Net income: UK£10.8m (up 9.9% from FY 2019). Profit margin: 9.9% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Dec 11Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 4.1% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Dec 10New 90-day high: €8.14The company is up 22% from its price of €6.66 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.79 per share.お知らせ • Nov 27Treatt plc to Report First Half, 2021 Results on May 11, 2021Treatt plc announced that they will report first half, 2021 results on May 11, 2021Reported Earnings • Nov 25Full year 2020 earnings released: EPS UK£0.18The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£109.0m (down 3.3% from FY 2019). Net income: UK£10.8m (up 9.9% from FY 2019). Profit margin: 9.9% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Nov 25Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 3.7% growth forecast for the Chemicals industry in Germany.お知らせ • Nov 24Treatt plc, Annual General Meeting, Jan 29, 2021Treatt plc, Annual General Meeting, Jan 29, 2021. Agenda: To consider final dividend of 4.16 pence per share for the year ended September 30, 2020.業績と収益の成長予測DB:5TT - 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9/30/2028147981439/30/2027140881249/30/2026135891343/31/2026128426N/A12/31/2025130549N/A9/30/20251325611N/A6/30/202513781217N/A3/31/2025142111824N/A12/31/2024146121722N/A9/30/2024150141521N/A6/30/2024147131419N/A3/31/2024144111318N/A12/31/2023145111420N/A9/30/2023147111621N/A6/30/2023149111118N/A3/31/202315011615N/A12/31/202214512-47N/A9/30/202214013-14-1N/A6/30/202213514-15-2N/A3/31/202213016-16-3N/A12/31/202112715-113N/A9/30/202112415-69N/A6/30/202112014-711N/A3/31/202111614-813N/A12/31/202011312-1013N/A9/30/202010911-1213N/A6/30/202010910-615N/A3/31/202011010-117N/A12/31/201911110N/A18N/A9/30/201911310N/A18N/A3/31/20191159N/A6N/A12/31/20181149N/A3N/A9/30/20181129N/A1N/A3/31/201810810N/A4N/A12/31/20171049N/A3N/A9/30/20171019N/A2N/A6/30/2017988N/A5N/A3/31/2017947N/A8N/A12/31/2016917N/A8N/A9/30/2016886N/A9N/A6/30/2016876N/A7N/A3/31/2016856N/A5N/A12/31/2015866N/A6N/A9/30/2015866N/A7N/A6/30/2015855N/A6N/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: 5TTの予測収益成長率 (年間25% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 5TTの収益 ( 25% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: 5TTの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 5TTの収益 ( 5.2% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 5TTの収益 ( 5.2% ) 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: 5TT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 ( 6.8 %)。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2026/05/21 22:55終値2026/05/21 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Treatt plc 4 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Setu ShardaBarclaysTom CastleBerenbergCathal KennyDavy5 その他のアナリストを表示
お知らせ • Jul 25Treatt plc Revises Earnings Guidance for the Financial Year Ending 30 September 2025Treatt plc revised earnings guidance for the financial year ending 30 September 2025. For the year, the company expects revenue of between £130 million and £135 million and profit before tax and exceptionals (PBTE) of between £9 million and £11 million, lower than previous guidance. This revised outlook has been principally driven by the following incremental factors: A reduction in second half sales, with revenue now expected to be £66 million, compared with previous guidance of £82 million. While have successfully converted several pipeline opportunities, including encouraging wins with new customers in Premium, this conversion has been slower than anticipated.
お知らせ • Apr 10Treatt plc Provides Earnings Guidance for Full Year Ended September 30, 2025Treatt plc provided earnings guidance for full year ended September 30, 2025. For the period, The combined impact of several factors means company now expect Revenue of between £146 million and £153 million for the full year.
お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Second Half and Full Year 2024Treatt plc provided earnings guidance for the second half and full year 2024. for the second half, the company expects sales growth of 16% led by improved Heritage and strong China regional growth. for the year, the company expects revenue for the year is anticipated to be £155.2 million (FY23: £147.4 million), up 5% (7% at constant currency).
お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Year Ended 30 September 2023Treatt plc provided earnings guidance for the year ended 30 September 2023. For the year, the company anticipates revenue to be c.£147 million (FY22: £140 million), up 5% (3% at constant currency) despite the challenging macro environment and sector destocking, particularly in H2.
お知らせ • Aug 15Treatt plc Provides Group Revenue Guidance for the Full Year Ending 30 September 2022Treatt plc provided group revenue guidance for the full year ending 30 September 2022. for the year, the group is still expecting to report strong revenue growth for the full year and retains an excellent order book, it has been affected by a number of separate factors which will impact profitability for the full year.
お知らせ • Apr 13Treatt plc Provides Trading Update for the Half Year Ended 31 March 2021Treatt plc provided trading update for the half year ended 31 March 2021. The company's revenue expected to grow by 14% to approximately £60.8 million (H1 2020: £53.6 million). The company's Expected revenue growth for the half year of 14% (16% in constant currency) has been driven by the Group's fast-growing and higher margin categories of tea, health & wellness and fruit & vegetables.
お知らせ • May 01+ 1 more updateTreatt plc Not to Declare an Interim Dividend for the Six Months Ended 31 March 2026; Announces Final Dividend for Second Half of the Financial Year Ending 30 September 2026Treatt plc announced that in light of the offer from Döhler Finance Management B.V, announced separately 29 April 2026, the Board has decided not to declare an interim dividend for the six months ended 31 March 2026. The company announced a final dividend of 3.00 pence (2024: 5.81 pence) per ordinary share was recommended and approved at the Annual General Meeting on 26 March 2026, and will be accounted for in the second half of the financial year ending 30 September 2026.
お知らせ • Apr 30Treatt plc Intends to Apply to LSE to Cancel the Admission to Trading of the Treatt Shares on the Main Market of the LSE, and to the FCA to Cancel the Admission of Treatt Shares on the Official List, in Each Case with Effect from or Shortly Following the Effective DateTreatt plc Shares are currently admitted to the Official List and admitted to trading on the Main Market of the London Stock Exchange. It is intended that requests will be made to the Financial Conduct Authority to cancel admission of the Treatt Shares to the Official List and to the London Stock Exchange to cancel admission to trading in Treatt Shares on the Main Market, in each case conditional on the Acquisition becoming Effective. Following the Acquisition, Döhler Finance Management B.V. intends to re-register Treatt PLC as a private company. The Acquisition will be effected by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006. The Acquisition is expected to complete in Third Quarter 2026, subject to the satisfaction (or, where applicable, waiver) of the Conditions set out in Appendix 1 to this Announcement, and to the full terms and conditions which will be set out in the Scheme Document. The Scheme must become Effective by no later than the Long Stop Date. The last day for dealings in, and registration of transfers of, Treatt Shares will be the Business Day following the date of the Sanction Hearing, and no transfers will be registered after 6.00 p.m. on that date. On or shortly after the Effective Date, entitlements to Treatt Shares held within the CREST system will be cancelled and share certificates in respect of Treatt Shares will cease to be valid. It is also intended that, following the Effective Date, Treatt PLC will be re-registered as a private limited company.
お知らせ • Apr 08Treatt plc Announces Directorate and Board Committee Changes Effective 7 April 2026Treatt announces the appointment of Sangita Shah and Shaun Smith as independent Non-executive Directors, with effective 7 April 2026. Sangita will also be Senior Independent Director and Chair of the Remuneration Committee, and Shaun will also be Chair of the Audit Committee. Sangita Shah is currently the Non-Executive Chair of the Quoted Companies Alliance, Interim Chair of Big Technologies plc, Senior Independent Director of Forward Industries Inc., Non-Executive Director of Rockwood Strategic plc, Director of Odyssean Enterprises LTD and SHSS Partnership LLP. She is also a trustee of the Willow Foundation. Previously, Sangita has served as a Non-Executive Director on several UK-listed company boards, including Kinovo plc /Sureserve Compliance Electrical Holdings (Chair), RA International plc (Chair), Global Reach Technology EMEA Limited, Inspired Energy plc (Senior Independent Director and Interim Chair) and Ten Entertainment plc (Chair of the Remuneration Committee). Shaun Smith is currently a Non-Executive Director of Inspecs Group Plc. Previously, Shaun was Chief Financial Officer of Norcros plc and has served as a Non-Executive Director on several UK-listed company boards, including: Non-Executive Director at Diales Group plc (Chair), Cake Box Holdings plc (Audit Committee Chair) and Epwin Group plc (Audit Committee Chair). With immediate effect, the following changes will be made to Board roles and Committee composition: Sangita Shah will be appointed as Senior Independent Director, Chair of the Remuneration Committee and member of the Audit Committee and Nomination Committee. Shaun Smith will be appointed as Chair of the Audit Committee. Christine Sisler will step down as a member of the Nomination Committee. Accordingly, the membership of the committees will be as set out below: Nomination Committee: Vijay Thakrar (Chair), Sangita Shah and Helga Moelschl. Remuneration Committee: Sangita Shah (Chair), Vijay Thakrar and Christine Sisler. Audit Committee: Shaun Smith (Chair), Sangita Shah and Christine Sisler.
お知らせ • Feb 12+ 1 more updateTreatt plc Appoints Manprit Randhawa as Group Chief Financial Officer, Effective on 11 February 2026Treatt plc announced the appointment of Manprit Randhawa as Group Chief Financial Officer on a permanent basis, effective on 11 February 2026.
お知らせ • Feb 03+ 1 more updateTreatt plc to Report Fiscal Year 2026 Results on Dec 01, 2026Treatt plc announced that they will report fiscal year 2026 results on Dec 01, 2026
お知らせ • Jan 21Treatt plc, Annual General Meeting, Mar 26, 2026Treatt plc, Annual General Meeting, Mar 26, 2026.
お知らせ • Jan 20+ 1 more updateTreatt plc Announces Appointment of Helga Moelschl as Non-Executive Director, Effective February 1, 2026Treatt PLC announced that Helga Moelschl will join the Board as a Non-Executive Director on February 1, 2026. Helga brings over 20 years' experience in the food ingredients and flavours industry and has held senior roles at leading companies in the sector, including IFF and Givaudan. During her career Helga has established a strong track record of business performance leadership, commercial excellence and sustainable value creation, underpinned by innovative consumer-centric strategies. Helga was nominated by Döhler under the terms of the Relationship Agreement and she will consequently be classified as non-independent for the purpose of the UK Corporate Governance Code.
お知らせ • Dec 08Treatt plc to Report Fiscal Year 2025 Final Results on Jan 20, 2026Treatt plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Jan 20, 2026
お知らせ • Dec 05Treatt PLC Announces Resignation of Philip O'connor as Non-Executive Director, Effective February 28, 2026Treatt PLC announced that Philip O'Connor has informed the Board of his decision to step down as a Non-executive Director on February 28, 2026, when he will have served four years on the Board, three as Senior Independent Director. As Chair of the Audit Committee, he will continue to work with management and the Company's auditors to finalise the Annual Report and Accounts for the year to September 30, 2025. A search is already under way to identify candidates as new Non-executive Directors.
お知らせ • Nov 26+ 1 more updateDavid Shannon to Steps Down as Director of Treatt plc on 31 December 2025Treatt announced that David Shannon has informed the Board of his intention to step down from his role as a Director of the Company on 31 December 2025.
お知らせ • Nov 22Bronagh Kennedy to Step Down as Non-Executive Director of Treatt Plc, Effective on 31 January 2026Treatt announced that Bronagh Kennedy has informed the Board of her intention to step down as a Non-executive Director at the end of her three-year term, to devote more time to her other board roles. This change will take effect on 31 January 2026. The appointment of a new Non-executive Director is in process.
お知らせ • Sep 30Döhler Group SE acquired an additional 7.02% stake in Treatt plc (LSE:TET) for £11.92 million.Döhler Group SE acquired an additional 7.02% stake in Treatt plc (LSE:TET) for £11.92 million on September 30, 2025. Döhler Group SE acquired 4.18 million shares in Treatt plc at £2.85 per share. Döhler Group SE now owns 10.02% stake in Treatt plc. Döhler Group SE completed the acquisition of an additional 7.02% stake in Treatt plc (LSE:TET) on September 30, 2025.
お知らせ • Sep 08Natara Global Limited agreed to acquire Treatt plc (LSE:TET) for approximately £150 million.Natara Global Limited agreed to acquire Treatt plc (LSE:TET) for approximately £150 million on September 8, 2025. A cash consideration of £154.29 million valued at £2.6 per share will be paid by Natara Global Limited. As part of consideration, £154.29 million is paid towards common equity of Treatt plc. The consideration payable under the acquisition will be funded in part through equity provided by Exponent Fund IV and Exponent Fund V and in part through new debt financing. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders, subject to antitrust regulations and subject to court approval. The deal has been unanimously approved by the board. The acquisition is expected to complete during 2025. Peel Hunt LLP acted as financial advisor for Treatt plc. Investec Bank plc acted as financial advisor for Treatt plc. Rothschild & Co Redburn acted acted as financial advisor for Natara Global Limited. Allen Overy Shearman Sterling LLP acted as legal advisor for Natara Global Limited. Ashurst LLP acted as legal advisor for Treatt plc.
お知らせ • Jul 25Treatt plc Revises Earnings Guidance for the Financial Year Ending 30 September 2025Treatt plc revised earnings guidance for the financial year ending 30 September 2025. For the year, the company expects revenue of between £130 million and £135 million and profit before tax and exceptionals (PBTE) of between £9 million and £11 million, lower than previous guidance. This revised outlook has been principally driven by the following incremental factors: A reduction in second half sales, with revenue now expected to be £66 million, compared with previous guidance of £82 million. While have successfully converted several pipeline opportunities, including encouraging wins with new customers in Premium, this conversion has been slower than anticipated.
お知らせ • Apr 10Treatt plc Provides Earnings Guidance for Full Year Ended September 30, 2025Treatt plc provided earnings guidance for full year ended September 30, 2025. For the period, The combined impact of several factors means company now expect Revenue of between £146 million and £153 million for the full year.
お知らせ • Mar 24Treatt plc Announces Resignation of Ryan Govender as Chief Financial Officer, Effective September 30, 2025Treatt announced that Ryan Govender, Chief Financial Officer, has informed the Board of his decision to leave the business to become Chief Financial Officer at Johnson Service Group Plc. Ryan will remain in post until 30 September 2025.
お知らせ • Dec 05Treatt plc, Annual General Meeting, Jan 30, 2025Treatt plc, Annual General Meeting, Jan 30, 2025.
お知らせ • Dec 04Treatt plc Proposes Final Dividend in Respect of 2024, Payable on 13 March 2025Treatt plc proposed a final dividend of 5.81 pence per ordinary share in respect of 2024. If approved by shareholders at the Annual General Meeting the final dividend will be payable on 13 March 2025 to all shareholders on the register at the close of business on 7 February 2025. Ex-dividend date: 6 February 2025.
お知らせ • Nov 15Dr. David Johnston Step Down from the Board of Treatt plc on 30 January 2025Treatt announced that Dr. David Johnston, Non-Executive Director, has given notice of his intention to retire and step down from the Board after 14 years', following the Company's AGM on 30 January 2025.
お知らせ • Oct 16Treatt plc Expands CFO Ryan Govender's Role to Managing Director for Europe to Drive Regional GrowthTreatt plc announced that, Ryan Govender, Chief Financial Officer, will add to his existing responsibilities in a new operational role as Managing Director for Europe to focus on driving regional growth. As part of this additional role Ryan will be responsible for leading the European leadership team. Ryan's extensive knowledge of the business and entrepreneurial approach will enable the company to drive the business as a regionally delivered organisation. Ryan will continue his role as CFO, well supported by the Group's strong finance function.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.75, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Chemicals industry in Germany. Total loss to shareholders of 55% over the past three years.
お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Second Half and Full Year 2024Treatt plc provided earnings guidance for the second half and full year 2024. for the second half, the company expects sales growth of 16% led by improved Heritage and strong China regional growth. for the year, the company expects revenue for the year is anticipated to be £155.2 million (FY23: £147.4 million), up 5% (7% at constant currency).
お知らせ • Sep 25+ 1 more updateTreatt plc to Report First Half, 2025 Results on May 13, 2025Treatt plc announced that they will report first half, 2025 results on May 13, 2025
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Group CEO & Director Dave Shannon was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • May 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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. This is currently the only risk that has been identified for the company.
Declared Dividend • May 16First half dividend of UK£0.026 announcedShareholders will receive a dividend of UK£0.026. Ex-date: 4th July 2024 Payment date: 15th August 2024 Dividend yield will be 1.6%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15+ 1 more updateTreatt plc Declares an Interim Dividend, Payable August 15, 2024Treatt plc declared an interim dividend of 2.60 pence per share (2023 interim: 2.55 pence per share), an increase of 2.0%, reflecting confidence in the business' prospects. This reflects a balance of the Board's understanding of the importance of dividend payments to shareholders, effective financial discipline and transitioning towards a healthy long-term dividend cover of 3 times. The interim dividend will be payable on 15 August 2024 to shareholders on the register at close of business on 5 July 2024.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Chemicals industry in Germany. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.44 per share.
お知らせ • Mar 04+ 1 more updateTreatt plc Appoints David Shannon as Group Chief Executive Officer, Effective on 3 June 2024Treatt plc announced the appointment of David Shannon as Group Chief Executive Officer, effective on 3 June 2024. David joins Treatt from Croda International Plc where he has held a number of senior roles, recently as President of Consumer Care and an Executive Committee member. He has extensive experience in selling specialty ingredients in the B2B environment for the Flavour and Fragrance, Personal Care, Pharmaceutical and Agricultural industries worldwide. David has a proven track record of sustainably growing businesses in dynamic markets. He has spent 13 years in various roles in the USA, a key market for Treatt, and has recently overseen a new manufacturing project in China. David's experience includes global business management, setting and delivering strategy, optimising science and innovation to drive revenue growth, identifying new ways to maximise revenue and attracting, retaining and developing employees. He has a degree in Chemistry from Edinburgh University. Ryan Govender and Alison Sleight will continue as Interim CEO & Interim CFO respectively until David joins, when Ryan will resume as CFO and Alison as Group Finance & IT Director.
Upcoming Dividend • Jan 25Upcoming dividend of UK£0.055 per share at 1.6% yieldEligible shareholders must have bought the stock before 01 February 2024. Payment date: 14 March 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.2%).
お知らせ • Jan 05+ 1 more updateTreatt plc to Report Fiscal Year 2024 Results on Nov 26, 2024Treatt plc announced that they will report fiscal year 2024 results on Nov 26, 2024
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.88 per share.
お知らせ • Dec 13+ 1 more updateTreatt plc Announces the Appointment of Alison Sleight as Company Secretary, Effective 1 January 2024Treatt plc announced the appointment of Alison Sleight as Interim Chief Financial Officer ("CFO"), effective 1 January 2024. Alisonwill report into the Board although will not be appointed as a Director of the Company. Alison will also be appointed as Company Secretary from 1 January 2024. This follows the announcement on 20 October 2023 that Ryan Govender, the current CFO, will become Interim CEO from 1 January 2024, following Daemmon Reeves's retirement as CEO from 31 December 2023. The Board is making good progress in its process to appoint a permanent CEO and an announcement will be made in due course. Alison joined Treatt at the beginning of 2019, as Group Financial Controller, and is currently the Group Finance and IT Director. A qualified Chartered Accountant, Alison started her career at KPMG and held a variety of senior Finance roles within DS Smith group and music publishing prior to joining Treatt.
New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Nov 30Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.22 in FY 2022)Full year 2023 results: EPS: UK£0.18 (down from UK£0.22 in FY 2022). Revenue: UK£147.4m (up 5.1% from FY 2022). Net income: UK£10.9m (down 18% from FY 2022). Profit margin: 7.4% (down from 9.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 29Treatt plc Recommends Final Dividend for 2023, Payable on 14 March 2024Treatt plc recommended at the forthcoming AGM a final dividend of 5.46 pence (2022: 5.35 pence which, if approved by shareholders, would bring the total dividend for the year to 8.01 pence (2022: 7.85 pence), in line with progressive dividend policy and aim to work towards historical level of dividend cover of three times. The final dividend will be payable on 14 March 2024 to all shareholders on the register at the close of business on 2 February 2024. Ex-dividend date of 1 February 2024.
お知らせ • Nov 28Treatt plc, Annual General Meeting, Jan 25, 2024Treatt plc, Annual General Meeting, Jan 25, 2024. Agenda: To consider final dividend for the year ended 30 September 2023 of 5.46p pence.
お知らせ • Oct 20+ 1 more updateTreatt Announces CEO ChangesTreatt announced that Daemmon Reeve has informed the Board of his intention to retire from his role as Chief Executive Officer of the Company. Daemmon's retirement comes after 32 years with Treatt, the last 11 years as CEO. He has agreed with the Board that he will step down from his role on 31 December 2023 and will step down immediately from Treatt's Nomination Committee. The Board regularly reviews succession planning and has begun the process to appoint a new CEO. Until a new CEO is appointed, Ryan Govender, the Company's Chief Financial Officer, will be appointed as Interim CEO from 1 January 2024. Building on his international and diverse experience from his previous roles, most recently within Associated British Foods, Ryan has a strong understanding of the business and has played a key role as part of the Treatt team in formulating an ambitious strategy for the future of the business.
New Risk • Oct 11New 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 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).
お知らせ • Oct 10Treatt plc Provides Earnings Guidance for the Year Ended 30 September 2023Treatt plc provided earnings guidance for the year ended 30 September 2023. For the year, the company anticipates revenue to be c.£147 million (FY22: £140 million), up 5% (3% at constant currency) despite the challenging macro environment and sector destocking, particularly in H2.
Upcoming Dividend • Jun 22Upcoming dividend of UK£0.025 per share at 1.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 10 August 2023. Payout ratio is a comfortable 45% and the cash payout ratio is 76%. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%).
お知らせ • May 10+ 1 more updateTreatt plc Declares an Interim Dividend, Payable on 10 August 2023The Board of Treatt plc has declared an interim dividend of 2.55 pence per share (2022 interim: 2.50 pence per share). This reflects a balance of the Board's understanding of the importance of dividend payments to shareholders, effective financial discipline and transitioning towards a healthy long term dividend cover of up to 3 times. The interim dividend will be payable on 10 August 2023 to shareholders on the register at close of business on 30 June 2023.
Reported Earnings • May 09First half 2023 earnings released: EPS: UK£0.082 (vs UK£0.13 in 1H 2022)First half 2023 results: EPS: UK£0.082 (down from UK£0.13 in 1H 2022). Revenue: UK£76.0m (up 15% from 1H 2022). Net income: UK£4.95m (down 36% from 1H 2022). Profit margin: 6.5% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Feb 03Treatt plc to Report Fiscal Year 2023 Results on Dec 05, 2023Treatt plc announced that they will report fiscal year 2023 results on Dec 05, 2023
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Bronagh Kennedy was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jan 26Upcoming dividend of UK£0.053 per share at 1.3% yieldEligible shareholders must have bought the stock before 02 February 2023. Payment date: 16 March 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.1%).
お知らせ • Dec 21Treatt plc Announces Changes in Board CommitteeTreatt, plc announced the appointment ofBronagh Kennedyas an independentNon-executive Director. She will join the Board on 27 January 2023, following the conclusion of the Company's AGM. Bronagh has a wealth of Executive and Non-executive experience in listed companies across a number of sectors, most recently as Company Secretary & General Counsel and sustainability lead at FTSE100 listed, Severn Trent plc, a role she retired from earlier this month. She is also a Non-executive Director and member of the Remuneration Committee at the Canal and River Trust, an advisor to European Metal Recycling and was previously Remuneration Committee Chair at both Wolseley UK and at British Canoeing. Her broad experience spans HR, Sustainability, Corporate M&A and Restructuring, Governance, Risk and Regulatory Compliance and she brings a passion for the delivery of outstanding customer service through engaged employees, a purpose driven culture and corporate sustainability. With effect from 27 January 2023, the date on which Vijay Thakrar succeeds Tim Jones as Chairman and Yetunde Hofmann steps down from the Board, as previously announced, the following changes will be made: Bronagh Kennedy will be appointed Chair of the Remuneration Committee, Philip O'Connor will be appointed Senior Independent Directo, Bronagh Kennedy will be appointed to the Nomination Committee.
Reported Earnings • Nov 30Full year 2022 earnings released: EPS: UK£0.22 (vs UK£0.25 in FY 2021)Full year 2022 results: EPS: UK£0.22 (down from UK£0.25 in FY 2021). Revenue: UK£140.2m (up 13% from FY 2021). Net income: UK£13.3m (down 12% from FY 2021). Profit margin: 9.5% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Nov 29Treatt plc Proposes Final Dividend for 2022, Payable on 16 March 2023Treatt plc announced that the Directors proposed a final dividend of 5.35p per share (2021: 5.50p), which represents an increase in the total dividend for the year of 4.7% to 7.85p (2021: 7.50p). If approved by shareholders at the Annual General Meeting, the final dividend will be payable on 16 March 2023 to all shareholders on the register at the close of business on 3 February 2023.
お知らせ • Nov 10Treatt plc Announces the Steps Down Anita Guernari as Company Secretary, effective 30 November 2022Treatt announced that Anita Guernari steps down as Company Secretary on 30 November 2022. Ryan Govender, Chief Financial Officer, takes on the additional role of Company Secretary, supported by Vanessa Myatt, Deputy Company Secretary, who will be responsible for the running of the Group Secretariat.
お知らせ • Nov 02Treatt plc Announces Resignation of Yetunde Hofmann as Non-Executive DirectorTreatt plc announced that Yetunde Hofmann has informed the Board of her intention to resign as a Non-executive Director at the conclusion of the Annual General Meeting on 27 January 2023, in order to devote more time to her other board roles.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to €6.80, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.29 per share.
お知らせ • Oct 13Treatt plc to Report Fiscal Year 2022 Results on Nov 29, 2022Treatt plc announced that they will report fiscal year 2022 results on Nov 29, 2022
お知らせ • Sep 17+ 1 more updateTreatt plc Announces Changes to its BoardTreatt plc announced that Lynne Weedall resigns as a Non-executive Director with effect from 17 September 2022 as announced on 24 June 2022. Accordingly, the following changes take place with effect from 17 September. Vijay Thakrar, Chairman Designate, will succeed Lynne as Chair of the Nomination Committee and Senior Independent Director until he assumes the role of Chairman of the Group at the conclusion of the Annual General Meeting on 27 January 2023. He steps down as Chair of the Audit Committee but will remain as a member of the committee. Philip O'Connor is appointed Chair of the Audit Committee. Philip, a Chartered Certified Accountant, is deemed by the Board to have relevant financial experience, having spent many years at Kerry in senior roles, including as Finance Director of Kerry Foods. Christine Sisler is appointed to the Remuneration Committee and steps down from the Nomination Committee. The membership of the Committees as of 17 September 2022 will be as follows: Audit Committee: Philip O'Connor (Chair), Vijay Thakrar and Christine Sisler. Remuneration Committee: Yetunde Hofmann (Chair), Vijay Thakrar and Christine Sisler, Nomination Committee: Vijay Thakrar (Chair), Daemmon Reeve, Yetund.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €6.95, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Chemicals industry in Germany. Total returns to shareholders of 49% over the past three years.
お知らせ • Aug 15Treatt plc Provides Group Revenue Guidance for the Full Year Ending 30 September 2022Treatt plc provided group revenue guidance for the full year ending 30 September 2022. for the year, the group is still expecting to report strong revenue growth for the full year and retains an excellent order book, it has been affected by a number of separate factors which will impact profitability for the full year.
お知らせ • Jun 29Treatt plc Announces Resignation of Lynne Weedall from the Board, Effective from September 17, 2022Greggs plc announced that it has been informed by Ms. Lynne Weedall that she will be stepping down from the Board of Treatt plc with effect from 17 September 2022.
お知らせ • Jun 25Treatt plc Announces Chairman Succession and Board ChangeTreatt plc announced that following an extensive selection process Vijay Thakrar is appointed Chairman Designate and will succeed Tim Jones, who has informed the Board of his intention to retire as Chairman of the Group at the conclusion of the Annual General Meeting on 27 January 2023. Vijay joined the Board of Treatt as an independent Non-executive director on 1 September 2020. He is currently a Non-executive director on the Boards of Alpha FX Group plc and RSM UK Holdings Limited and Non-executive Chairman of Alumasc Group plc. Tim has been an outstanding Chairman, having seen the Company through transformational change and substantial growth since his appointment in 2012 and he will be greatly missed. The Company's announces that Lynne Weedall has informed the Board of her intention to resign as a Non-executive Director with effect from 17 September 2022, in order to devote more time to her other board commitments.
Upcoming Dividend • Jun 23Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.7%).
お知らせ • May 12+ 2 more updatesTreatt plc Announces CFO ChangeTreatt plc announced that Richard Hope retiring on 30 June 2022 having served as Chief Financial Officer for 19 years, the company is looking forward to Ryan Govender joining on 23 May 2022, which will allow for an appropriate transition and handover.
Reported Earnings • May 11First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£7.20m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 9.1%, compared to a 6.5% growth forecast for the industry in Germany.
お知らせ • Apr 12Treatt plc to Report First Half, 2022 Results on May 10, 2022Treatt plc announced that they will report first half, 2022 results on May 10, 2022
Board Change • Apr 01High number of new directorsIndependent Non Executive Director Christine Sisler was the last director to join the board, commencing their role in 2022.
Board Change • Mar 02High number of new directorsIndependent Non Executive Director Christine Sisler was the last director to join the board, commencing their role in 2022.
お知らせ • Feb 16+ 1 more updateTreatt plc Announces Executive ChangesTreatt plc announced that Ryan Govender will join the as CFO, Designate on 23rd May 2022. After a handover period to ensure a smooth transition, Ryan will replace Richard Hope as CFO and an Executive Director on the Board on 1st July 2022. As announced previously, Richard will be retiring on 30 June 2022. Ryan is an experienced CFO, having worked for over 20 years in senior finance roles across global FMCG businesses, particularly in the food sector.
Upcoming Dividend • Jan 27Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 03 February 2022. Payment date: 17 March 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.6%).
Reported Earnings • Dec 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.25 (up from UK£0.18 in FY 2020). Revenue: UK£124.3m (up 14% from FY 2020). Net income: UK£15.1m (up 40% from FY 2020). Profit margin: 12% (up from 9.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4%, compared to a 4.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 24Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 12 August 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).
Reported Earnings • May 15First half 2021 earnings released: EPS UK£0.12 (vs UK£0.073 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£60.8m (up 14% from 1H 2020). Net income: UK£7.20m (up 64% from 1H 2020). Profit margin: 12% (up from 8.2% in 1H 2020). The increase in margin was driven by higher revenue.
お知らせ • May 12Treatt plc Declares Interim Dividend for 2021; Payable on 12 August 2021Treatt plc declared an increase to the interim dividend of 8.7% to 2.00 pence per share (2020 interim dividend: 1.84 pence per share), which will be payable on August 12, 2021 to all shareholders on the register at close of business on July 2, 2021.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to UK£12.90, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 19x in the Chemicals industry in Germany. Total returns to shareholders of 135% over the past year.
お知らせ • Apr 13Treatt plc Provides Trading Update for the Half Year Ended 31 March 2021Treatt plc provided trading update for the half year ended 31 March 2021. The company's revenue expected to grow by 14% to approximately £60.8 million (H1 2020: £53.6 million). The company's Expected revenue growth for the half year of 14% (16% in constant currency) has been driven by the Group's fast-growing and higher margin categories of tea, health & wellness and fruit & vegetables.
Is New 90 Day High Low • Feb 10New 90-day high: €11.10The company is up 62% from its price of €6.86 on 12 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 Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.54 per share.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to UK£10.20, the stock is trading at a trailing P/E ratio of 50.2x, up from the previous P/E ratio of 42.6x. This compares to an average P/E of 27x in the Chemicals industry in Germany. Total returns to shareholders over the past year are 64%.
Upcoming Dividend • Jan 28Upcoming Dividend of UK£0.042 Per ShareWill be paid on the 18th of March to those who are registered shareholders by the 4th of February. The trailing yield of 0.7% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (3.6%).
Is New 90 Day High Low • Jan 23New 90-day high: €10.30The company is up 53% from its price of €6.74 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 Chemicals 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 €5.28 per share.
Is New 90 Day High Low • Dec 31New 90-day high: €9.06The company is up 38% from its price of €6.56 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.40 per share.
Reported Earnings • Dec 11Full year 2020 earnings released: EPS UK£0.18The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£109.0m (down 3.3% from FY 2019). Net income: UK£10.8m (up 9.9% from FY 2019). Profit margin: 9.9% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Dec 11Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 4.1% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Dec 10New 90-day high: €8.14The company is up 22% from its price of €6.66 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.79 per share.
お知らせ • Nov 27Treatt plc to Report First Half, 2021 Results on May 11, 2021Treatt plc announced that they will report first half, 2021 results on May 11, 2021
Reported Earnings • Nov 25Full year 2020 earnings released: EPS UK£0.18The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£109.0m (down 3.3% from FY 2019). Net income: UK£10.8m (up 9.9% from FY 2019). Profit margin: 9.9% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Nov 25Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 3.7% growth forecast for the Chemicals industry in Germany.
お知らせ • Nov 24Treatt plc, Annual General Meeting, Jan 29, 2021Treatt plc, Annual General Meeting, Jan 29, 2021. Agenda: To consider final dividend of 4.16 pence per share for the year ended September 30, 2020.