View ValuationCroda International 将来の成長Future 基準チェック /36Croda International利益と収益がそれぞれ年間25%と4.8%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11.7% 25.2%なると予測されています。主要情報25.0%収益成長率25.20%EPS成長率Chemicals 収益成長44.1%収益成長率4.8%将来の株主資本利益率11.74%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報お知らせ • Oct 17Croda International plc Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal Year 2025Croda International Plc provided earnings guidance for the fourth quarter and full year of fiscal year 2025. For the quarter, the company absolute sales in quarter 4 are likely to be seasonally lower than in the first 3 quarters as customers typically manage their working capital into the year-end. Despite this, the combination of good sales growth year-to-date and anticipated cost savings means that the company continue to expect GBP 265 million to GBP 295 million of group adjusted profit before tax at constant currency. For the full year, the company reiterated full year guidance.お知らせ • Mar 05Croda International plc Provides sales Guidance for the Full Year 2021Croda International Plc provides sales guidance for the full year 2021. Building on previous guidance for sales in 2021 of approximately $100 million, the company now expect a minimum of $125 million of sales into this vaccine this year.すべての更新を表示Recent updatesお知らせ • Apr 25Croda International plc Approves Final DividendCroda International Plc at its AGM held on April 22, 2026 approved a final dividend of 63.0 pence per ordinary share.お知らせ • Feb 25Croda International Plc, Annual General Meeting, Apr 22, 2026Croda International Plc, Annual General Meeting, Apr 22, 2026.お知らせ • Feb 24Croda International plc Recommends Final Dividend for the Financial Year Ended December 31, 2025, Payable on 27 May 2026Croda International Plc announced that the Directors are recommending a final dividend of 63 pence per share amounting to a total of £87.9 million in respect of the financial year ended 31 December 2025. Subject to shareholder approval, the dividend will be paid on 27 May 2026 to shareholders registered on 10 April 2026. The total proposed dividend for the year ended 31 December 2025 will be 111 pence per share amounting to £154.9 million.お知らせ • Jan 09Croda International Plc Announces Appointment of Jill Anderson as Non-Executive Director and Member of the Audit, Nomination and Remuneration Committees, Effective January 12, 2026Croda International Plc announced the appointment of Jill Anderson as a Non-Executive Director. Jill will join the Board on January 12, 2026 and become a member of the Audit, Nomination and Remuneration Committees. Jill brings more than 30 years' experience in international leadership positions in the healthcare industry, including executive responsibility in finance, commercial research and supply chain functions. Most recently, Jill was Chief Financial Officer of GSK's R&D division until she retired in 2024. Jill is currently a Non-Executive Director and Audit Committee Chair at Spire Healthcare Group plc.お知らせ • Dec 24+ 1 more updateCroda International Plc to Report Fiscal Year 2026 Results on Feb 23, 2027Croda International Plc announced that they will report fiscal year 2026 results on Feb 23, 2027お知らせ • Oct 17Croda International plc Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal Year 2025Croda International Plc provided earnings guidance for the fourth quarter and full year of fiscal year 2025. For the quarter, the company absolute sales in quarter 4 are likely to be seasonally lower than in the first 3 quarters as customers typically manage their working capital into the year-end. Despite this, the combination of good sales growth year-to-date and anticipated cost savings means that the company continue to expect GBP 265 million to GBP 295 million of group adjusted profit before tax at constant currency. For the full year, the company reiterated full year guidance.Declared Dividend • Aug 18First half dividend of UK£0.48 announcedShareholders will receive a dividend of UK£0.48. Ex-date: 28th August 2025 Payment date: 7th October 2025 Dividend yield will be 4.3%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio) nor is it covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 4.7% 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. The company's earnings per share (EPS) would need to grow by 23% to bring the payout ratio under control. EPS is expected to grow by 58% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jul 31Croda International plc Announces an Interim Dividend in Respect of 2025, Payable on 7 October 2025Croda International Plc announced an interim dividend in respect of 2025 of 48.0 pence per share, amounting to a total dividend of £67.0 million, was declared by the Directors at their meeting on 25 July 2025. This interim report does not reflect the 2025 interim dividend payable. The dividend will be paid on 7 October 2025 to shareholders registered on 29 August 2025.お知らせ • Mar 04Croda International Plc Announces Retirement of Julie Kim from the Board, Effective July 26, 2025Croda International Plc announced that Julie Kim will retire from the Board on 26 July 2025, having served four years as a non-executive director, in order to focus on her executive commitments. Julie has recently been named as the next CEO of Takeda Pharmaceutical.お知らせ • Feb 26Croda International Plc, Annual General Meeting, Apr 23, 2025Croda International Plc, Annual General Meeting, Apr 23, 2025.お知らせ • Feb 25Croda International plc Recommends Final Dividend for the Financial Year Ended December 31, 2024, Payable on May 28, 2025The Directors of Croda International Plc are recommending a final dividend of 63 pence per share amounting to a total of £87.9 million in respect of the financial year ended 31 December 2024. Subject to shareholder approval, the dividend will be paid on 28 May 2025 to shareholders registered on 11 April 2025. The total proposed dividend for the year ended 31 December 2024 will be 110 pence per share amounting to £153.5 million. The Board is proposing to increase the full year dividend to 110 pence (2023: 109 pence), despite temporarily taking company above its stated percentage of adjusted profit after tax, reflecting its confidence in delivery of future earnings growth.お知らせ • Jan 22+ 1 more updateCroda International Plc to Report Fiscal Year 2025 Results on Feb 24, 2026Croda International Plc announced that they will report fiscal year 2025 results on Feb 24, 2026お知らせ • Nov 19Croda International plc Announces Directorate ChangeCroda International Plc announced that John Ramsay, having served as a non-executive director and Chair of Audit Committee for over 5 years, will retire from the Board on 1 March 2025 and not seek re-election at the 2025 AGM (due to increased business and personal commitments). In preparation for John's retirement next year, Ian Bull will take over as Chair of the Audit Committee with effect from 1 December 2024 and so lead the Committee over Croda's 2024 year-end. Ian has been a member of the Audit Committee since his appointment to the Board on 24 June 2024. Ian is currently the Audit Committee Chair of Dunelm Group plc, Senior Independent Director at Domino's Pizza Group plc and Fellow of the Chartered Institute of Management Accountants. John will remain a member of the Audit Committee, as well as the Nomination and Remuneration Committees until his retirement from the Board.Upcoming Dividend • Aug 29Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 08 October 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 80% respectively. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.2%).Declared Dividend • Aug 02First half dividend of UK£0.47 announcedShareholders will receive a dividend of UK£0.47. Ex-date: 5th September 2024 Payment date: 8th October 2024 Dividend yield will be 2.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (80% cash payout ratio). The dividend has increased by an average of 4.8% 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. The company's earnings per share (EPS) would need to grow by 3.9% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.57 (vs UK£0.63 in 1H 2023)First half 2024 results: EPS: UK£0.57 (down from UK£0.63 in 1H 2023). Revenue: UK£815.9m (down 7.4% from 1H 2023). Net income: UK£79.8m (down 9.4% from 1H 2023). Profit margin: 9.8% (in line with 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 22% per year.お知らせ • Jul 01+ 1 more updateStephen Oxley to Join Croda International plc as Executive Director No Later Than 1 April 2025Croda International Plc announced that the Board has appointed Stephen Oxley as Executive Director. Stephen, a qualified accountant, is currently CFO of Johnson Matthey Plc, the specialty chemicals and sustainable technologies company. Stephen brings valuable experience in strategy setting and execution, enhancing business performance, transformation and corporate transactions. Stephen was previously a Partner at KPMG where he spent nearly 30 years advising global companies across consumer, healthcare and industrial sectors. He is also a Non-Executive Member of the Audit and Risk Committee for the Sovereign Grant which oversees the UK's public grant to the Royal Family. Stephen will join Croda no later than April 1, 2025 following a notice period. Anthony Fitzpatrick,President Strategy, Corporate Development & Industrial Specialties, has been appointed Interim Chief Financial Officer. Anthony joined Croda and the Executive Committee in 2014 having previously spent more than 20 years in global investment banking.Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Ian Bull 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.お知らせ • Jun 27Croda International Plc Appoints Ian Bull as Non-Executive Director and Member of the Audit, Nomination and Remuneration CommitteesThe Board of Croda International Plc announced the appointment of Ian Bull as a Non-Executive Director with effect from 25 June 2024. Ian has extensive experience with listed companies across a wide range of industries, both domestic and international, both as an Executive Director as well as Senior Independent Director and Audit Committee Chair. He was previously Group Finance Director of Greene King plc, Chief Financial Officer at Ladbrokes plc, and was most recently Chief Financial Officer of Parkdean Resorts Group. Ian was formerly a non-executive Director of Paypoint Ltd, Chair of Lookers plc and Senior Independent Director and Audit Committee Chair of St. Modwen Properties plc. Ian is currently a Non-Executive Director and Audit Committee Chair of Dunelm Group plc and Senior Independent Director of Domino's Pizza Group Plc. He is a Fellow of the Chartered Institute of Management Accountants. On joining the Board, Ian will be appointed to the Audit, Nomination and Remuneration Committees.お知らせ • Apr 27Croda International Plc Declares Final DividendCroda International Plc at its Annual General Meeting held on 24 April 2024 declared a final dividend of 62.0 pence per ordinary share.Upcoming Dividend • Apr 11Upcoming dividend of UK£0.62 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 29 May 2024. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.7%).Buy Or Sell Opportunity • Mar 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to €57.00. The fair value is estimated to be €46.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Feb 29Croda International plc Recommends Final Dividend in Respect of the Financial Year Ended 31 December 2023, Payable on 29 May 2024The Directors of Croda International Plc are recommending a final dividend of 62.0 pence per share amounting to a total of £86.5m in respect of the financial year ended 31 December 2023. Subject to shareholder approval, the dividend will be paid on 29 May 2024 to shareholders registered on 19 April 2024. The total proposed dividend for the year ended 31 December 2023 will be 109.0pper share amounting to £152.1m.Declared Dividend • Feb 29Final dividend of UK£0.62 announcedShareholders will receive a dividend of UK£0.62. Ex-date: 18th April 2024 Payment date: 29th May 2024 Dividend yield will be 2.1%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 5.2% 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 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: UK£1.23 (vs UK£4.66 in FY 2022)Full year 2023 results: EPS: UK£1.23 (down from UK£4.66 in FY 2022). Revenue: UK£1.69b (down 19% from FY 2022). Net income: UK£171.0m (down 74% from FY 2022). Profit margin: 10% (down from 31% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.2% 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 increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Feb 02Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Nawal Ouzren was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Buy Or Sell Opportunity • Feb 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.8% to €55.50. The fair value is estimated to be €45.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Jan 30+ 1 more updateCroda International Plc to Report First Half, 2024 Results on Jul 30, 2024Croda International Plc announced that they will report first half, 2024 results on Jul 30, 2024お知らせ • Dec 20Croda International plc Announces Louisa Burdett, Chief Financial Officer, Intends to Leave in June 2024Croda International Plc announced that Louisa Burdett, Chief Financial Officer, intends to leave the Company in June 2024 to become Chief Financial Officer at Spirax-Sarco Engineering plc.お知らせ • Dec 19Croda International plc Announces Resignation of Louisa Burdett from BoardCroda International Plc announced that Louisa Burdett, Non-Executive Director, will leave the board in June 2024.Recent Insider Transactions • Sep 28Group Chief Scientific Officer recently sold €23m worth of stockOn the 25th of September, Nicholas Challoner sold around 7k shares on-market at roughly €3,372 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €25m more than they bought in the last 12 months.お知らせ • Sep 22+ 1 more updateCroda International Plc, Annual General Meeting, Apr 24, 2024Croda International Plc, Annual General Meeting, Apr 24, 2024.Upcoming Dividend • Aug 24Upcoming dividend of UK£0.47 per share at 2.0% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 03 October 2023. Payout ratio and cash payout ratio are on the higher end at 78% and 77% respectively. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.0%).New Risk • Jul 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 34% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 26First half 2023 earnings released: EPS: UK£0.63 (vs UK£3.90 in 1H 2022)First half 2023 results: EPS: UK£0.63 (down from UK£3.90 in 1H 2022). Revenue: UK£880.9m (down 22% from 1H 2022). Net income: UK£88.1m (down 84% from 1H 2022). Profit margin: 10.0% (down from 48% in 1H 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06Croda International Plc (LSE:CRDA) completed the acquisition of Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370).Croda International Plc (LSE:CRDA) agreed to acquire Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) for KRW 350 billion on February 3, 2023. The acquisition is subject to regulatory approval. Lazard & Co., Limited acted as financial advisor to Croda International Plc (LSE:CRDA).Croda International Plc (LSE:CRDA) completed the acquisition of Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) on July 4, 2023. The acquisition comes following receipt of unconditional approval from the South Korean regulatory authorities.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €61.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.72 per share.Recent Insider Transactions • Apr 27President of Corporate Development recently sold €238k worth of stockOn the 20th of April, Anthony Fitzpatrick sold around 3k shares on-market at roughly €79.37 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €655k. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.Upcoming Dividend • Apr 20Upcoming dividend of UK£0.61 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 23% and the cash payout ratio is 93%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).Recent Insider Transactions • Mar 30Executive Director recently sold €553k worth of stockOn the 27th of March, Jeremy Maiden sold around 8k shares on-market at roughly €73.78 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €655k. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.Recent Insider Transactions • Mar 06President of Regional Delivery recently sold €655k worth of stockOn the 3rd of March, Sandra Elaine Breene sold around 9k shares on-market at roughly €75.89 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£4.66 (vs UK£2.30 in FY 2021)Full year 2022 results: EPS: UK£4.66 (up from UK£2.30 in FY 2021). Revenue: UK£2.09b (up 11% from FY 2021). Net income: UK£649.3m (up 102% from FY 2021). Profit margin: 31% (up from 17% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07Croda International Plc (LSE:CRDA) agreed to acquire Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) for KRW350 billion.Croda International Plc (LSE:CRDA) agreed to acquire Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) for KRW350 billion on February 6, 2023. The acquisition is subject to regulatory approval.Recent Insider Transactions • Nov 09Independent Non-Executive Director recently bought €61k worth of stockOn the 4th of November, John Ramsay bought around 836 shares on-market at roughly €73.38 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €648k more in shares than they bought in the last 12 months.Upcoming Dividend • Sep 01Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 20% and the cash payout ratio is 96%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.9%).Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£153.4m from profit in 1H 2021). Profit margin: (down from 16% in 1H 2021). Over the next year, revenue is expected to shrink by 12% compared to a 5.7% growth forecast for the industry in Germany.Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €89.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 1.9% per annum over the same time period.Upcoming Dividend • Apr 28Upcoming dividend of UK£0.56 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (5.0%).Recent Insider Transactions • Apr 10Key Executive recently sold €588k worth of stockOn the 7th of April, Jeremy Maiden sold around 6k shares on-market at roughly €95.81 per share. This was the largest sale by an insider in the last 3 months. This was Jeremy's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 11Insider recently sold €119k worth of stockOn the 10th of March, Thomas Brophy sold around 1k shares on-market at roughly €84.63 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months.お知らせ • Mar 04Croda International Plc to Report Fiscal Year 2022 Results on Mar 07, 2023Croda International Plc announced that they will report fiscal year 2022 results on Mar 07, 2023Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£2.30 (up from UK£1.55 in FY 2020). Revenue: UK£1.89b (up 36% from FY 2020). Net income: UK£320.8m (up 59% from FY 2020). Profit margin: 17% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 2.2%, compared to a 5.2% growth forecast for the industry in Germany.Recent Insider Transactions • Nov 25Insider recently sold €241k worth of stockOn the 22nd of November, Thomas Brophy sold around 2k shares on-market at roughly €120 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months.Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Senior Independent Director Helena Ganczakowski was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 08Less than half of directors are independentFollowing Non-Executive Director Julie Kim's arrival on 01 September 2021, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Senior Independent Director Helena Ganczakowski was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 02Less than half of directors are independentFollowing Non-Executive Director Julie Kim's arrival on 01 September 2021, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Senior Independent Director Helena Ganczakowski was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 02Upcoming dividend of UK£0.43 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 05 October 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).Recent Insider Transactions • Aug 19President of Performance Technologies recently sold €812k worth of stockOn the 17th of August, Anthony Fitzpatrick sold around 8k shares on-market at roughly €107 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months.Recent Insider Transactions • Aug 06Non-Executive Director recently sold €2.0m worth of stockOn the 4th of August, Keith Layden sold around 20k shares on-market at roughly €101 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.Reported Earnings • Jul 28First half 2021 earnings released: EPS UK£1.10 (vs UK£0.84 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£934.0m (up 39% from 1H 2020). Net income: UK£153.4m (up 42% from 1H 2020). Profit margin: 16% (in line with 1H 2020).お知らせ • May 22Croda International plc Declares Final DividendCroda International Plc declared a final dividend of 51.5 pence per ordinary share, at the AGM held on May 21, 2021.Recent Insider Transactions • May 20Group Chief Scientific Officer recently sold €771k worth of stockOn the 18th of May, Nicholas Challoner sold around 10k shares on-market at roughly €76.55 per share. In the last 3 months, there was an even bigger sale from another insider worth €823k. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.Recent Insider Transactions • May 03President of Consumer Care recently sold €272k worth of stockOn the 30th of April, Maarten Heybroek sold around 4k shares on-market at roughly €77.77 per share. In the last 3 months, there was an even bigger sale from another insider worth €823k. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.Upcoming Dividend • Apr 29Upcoming dividend of UK£0.52 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 04 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.5%).Recent Insider Transactions • Apr 01President of Life Sciences recently sold €83k worth of stockOn the 29th of March, Nicholas Challoner sold around 1k shares on-market at roughly €74.46 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.お知らせ • Mar 05Croda International plc Provides sales Guidance for the Full Year 2021Croda International Plc provides sales guidance for the full year 2021. Building on previous guidance for sales in 2021 of approximately $100 million, the company now expect a minimum of $125 million of sales into this vaccine this year.お知らせ • Mar 04Croda International Plc (LSE:CRDA) agreed to acquire Alban Muller International SAS for €25 million.Croda International Plc (LSE:CRDA) agreed to acquire Alban Muller International SAS for €25 million on March 2, 2021. For the year ended June 30, 2020, Alban Muller had revenues of €18 million. The transaction is subject to customary pre closing conditions. The transaction is expected to close by the end of Q1 2021.Reported Earnings • Mar 03Full year 2020 earnings released: EPS UK£1.55 (vs UK£1.73 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£1.39b (flat on FY 2019). Net income: UK£201.6m (down 10.0% from FY 2019). Profit margin: 14% (down from 16% in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 21%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.お知らせ • Feb 16+ 3 more updatesCroda International Plc to Report Q4, 2020 Results on Mar 01, 2021Croda International Plc announced that they will report Q4, 2020 results on Mar 01, 2021Is New 90 Day High Low • Feb 16New 90-day high: €76.00The company is up 13% from its price of €67.28 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.73 per share.Is New 90 Day High Low • Jan 05New 90-day high: €73.70The company is up 10.0% from its price of €67.14 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.72 per share.お知らせ • Nov 19Croda International Plc has completed a Follow-on Equity Offering in the amount of £627.170177 million.Croda International Plc has completed a Follow-on Equity Offering in the amount of £627.170177 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,630,003 Price\Range: £59 Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingIs New 90 Day High Low • Oct 05New 90-day high: €69.64The company is up 19% from its price of €58.66 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.93 per share.Is New 90 Day High Low • Sep 19New 90-day high: €68.14The company is up 20% from its price of €57.00 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.46 per share.お知らせ • Aug 13Croda International Plc (LSE:CRDA) completed the acquisition of Avanti Polar Lipids, Inc.Croda International Plc (LSE:CRDA) agreed to acquire Avanti Polar Lipids, Inc. for $260 million on July 6, 2020. The total consideration consists of initial consideration of $185 million on a debt and cash free basis, with an additional earn out of up to $75 million based on near term commercial opportunities using Avanti's lipid based solutions. This acquisition will be funded from a $200 million unsecured, committed three year term loan. Avanti will become part of Croda's Life Sciences sector and sit within the fast growing Health Care business. On completion, Avanti will continue to operate under its existing brand, led by the current management team. The acquisition is subject to customary United States regulatory approvals. The transaction is expected to close during the third quarter of 2020. Combined with Avanti's cash generation, the acquisition will have a limited impact on Croda's leverage and no material impact on its liquidity and had no impact on the first half year financial statements. Adam Huitt of BlackArch Partners LLC served as the exclusive financial advisor and James Childs of Maynard Cooper & Gale, P.C. acted as legal advisor to Avanti Polar Lipids, Inc. Kevin Makowski of Foley & Lardner LLP acted as legal advisor for Croda International Plc. Croda International Plc (LSE:CRDA) completed the acquisition of Avanti Polar Lipids, Inc. on August 13, 2020. The approval from the United States regulatory authorities has been received.お知らせ • Jul 07Croda International Plc (LSE:CRDA) agreed to acquire Avanti Polar Lipids, Inc. for $260 million.Croda International Plc (LSE:CRDA) agreed to acquire Avanti Polar Lipids, Inc. for $260 million on July 6, 2020. The total consideration consists of initial consideration of $185 million on a debt and cash-free basis, with an additional earn out of up to $75 million based on near-term commercial opportunities using Avanti's lipid-based solutions. The acquisition is being financed by a three-year term loan. Avanti will become part of Croda's Life Sciences sector and sit within the fast-growing Health Care business. On completion, Avanti will continue to operate under its existing brand, led by the current management team. The acquisition is subject to customary US regulatory approvals. BlackArch Partners served as the exclusive financial advisor while Maynard Cooper & Gale, P.C. acted as legal advisor to Avanti Polar Lipids, Inc.業績と収益の成長予測DB:6CMB - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,9432472493511112/31/20271,8572152113181312/31/20261,7751771532691312/31/20251,69962167287N/A9/30/20251,684101119254N/A6/30/20251,66814072221N/A3/31/20251,648149105270N/A12/31/20241,628159138319N/A9/30/20241,629161163354N/A6/30/20241,630163189388N/A3/31/20241,662167169363N/A12/31/20231,695171149338N/A9/30/20231,769182172355N/A6/30/20231,843194196373N/A3/31/20231,966422176340N/A12/31/20222,089649156308N/A9/30/20222,086680151297N/A6/30/20222,083711145286N/A3/31/20221,986516167317N/A12/31/20211,890321189348N/A9/30/20211,771284166322N/A6/30/20211,651247144296N/A3/31/20211,521224155291N/A12/31/20201,390202166287N/A9/30/20201,363204N/AN/AN/A6/30/20201,336207181299N/A3/31/20201,357216187301N/A12/31/20191,378224193304N/A9/30/20191,388230N/AN/AN/A6/30/20191,399235N/A278N/A3/31/20191,393237N/A270N/A12/31/20181,387239N/A262N/A9/30/20181,378241N/A265N/A6/30/20181,369244N/A269N/A3/31/20181,371241N/A266N/A12/31/20171,373237N/A263N/A9/30/20171,358226N/A267N/A6/30/20171,342214N/A272N/A3/31/20171,293206N/A268N/A12/31/20161,244197N/A264N/A9/30/20161,185192N/A247N/A6/30/20161,126187N/A230N/A3/31/20161,104184N/A219N/A12/31/20151,082181N/A208N/A9/30/20151,078178N/A201N/A6/30/20151,074175N/A194N/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: 6CMB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: 6CMB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: 6CMB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: 6CMBの収益 ( 4.8% ) 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: 6CMBの収益 ( 4.8% ) 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: 6CMB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 ( 11.7 %)。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2026/05/20 15:01終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Croda International Plc 13 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。33 アナリスト機関James KnightBarclaysKatie RichardsBarclaysAmy LianBarclays30 その他のアナリストを表示
お知らせ • Oct 17Croda International plc Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal Year 2025Croda International Plc provided earnings guidance for the fourth quarter and full year of fiscal year 2025. For the quarter, the company absolute sales in quarter 4 are likely to be seasonally lower than in the first 3 quarters as customers typically manage their working capital into the year-end. Despite this, the combination of good sales growth year-to-date and anticipated cost savings means that the company continue to expect GBP 265 million to GBP 295 million of group adjusted profit before tax at constant currency. For the full year, the company reiterated full year guidance.
お知らせ • Mar 05Croda International plc Provides sales Guidance for the Full Year 2021Croda International Plc provides sales guidance for the full year 2021. Building on previous guidance for sales in 2021 of approximately $100 million, the company now expect a minimum of $125 million of sales into this vaccine this year.
お知らせ • Apr 25Croda International plc Approves Final DividendCroda International Plc at its AGM held on April 22, 2026 approved a final dividend of 63.0 pence per ordinary share.
お知らせ • Feb 25Croda International Plc, Annual General Meeting, Apr 22, 2026Croda International Plc, Annual General Meeting, Apr 22, 2026.
お知らせ • Feb 24Croda International plc Recommends Final Dividend for the Financial Year Ended December 31, 2025, Payable on 27 May 2026Croda International Plc announced that the Directors are recommending a final dividend of 63 pence per share amounting to a total of £87.9 million in respect of the financial year ended 31 December 2025. Subject to shareholder approval, the dividend will be paid on 27 May 2026 to shareholders registered on 10 April 2026. The total proposed dividend for the year ended 31 December 2025 will be 111 pence per share amounting to £154.9 million.
お知らせ • Jan 09Croda International Plc Announces Appointment of Jill Anderson as Non-Executive Director and Member of the Audit, Nomination and Remuneration Committees, Effective January 12, 2026Croda International Plc announced the appointment of Jill Anderson as a Non-Executive Director. Jill will join the Board on January 12, 2026 and become a member of the Audit, Nomination and Remuneration Committees. Jill brings more than 30 years' experience in international leadership positions in the healthcare industry, including executive responsibility in finance, commercial research and supply chain functions. Most recently, Jill was Chief Financial Officer of GSK's R&D division until she retired in 2024. Jill is currently a Non-Executive Director and Audit Committee Chair at Spire Healthcare Group plc.
お知らせ • Dec 24+ 1 more updateCroda International Plc to Report Fiscal Year 2026 Results on Feb 23, 2027Croda International Plc announced that they will report fiscal year 2026 results on Feb 23, 2027
お知らせ • Oct 17Croda International plc Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal Year 2025Croda International Plc provided earnings guidance for the fourth quarter and full year of fiscal year 2025. For the quarter, the company absolute sales in quarter 4 are likely to be seasonally lower than in the first 3 quarters as customers typically manage their working capital into the year-end. Despite this, the combination of good sales growth year-to-date and anticipated cost savings means that the company continue to expect GBP 265 million to GBP 295 million of group adjusted profit before tax at constant currency. For the full year, the company reiterated full year guidance.
Declared Dividend • Aug 18First half dividend of UK£0.48 announcedShareholders will receive a dividend of UK£0.48. Ex-date: 28th August 2025 Payment date: 7th October 2025 Dividend yield will be 4.3%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio) nor is it covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 4.7% 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. The company's earnings per share (EPS) would need to grow by 23% to bring the payout ratio under control. EPS is expected to grow by 58% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jul 31Croda International plc Announces an Interim Dividend in Respect of 2025, Payable on 7 October 2025Croda International Plc announced an interim dividend in respect of 2025 of 48.0 pence per share, amounting to a total dividend of £67.0 million, was declared by the Directors at their meeting on 25 July 2025. This interim report does not reflect the 2025 interim dividend payable. The dividend will be paid on 7 October 2025 to shareholders registered on 29 August 2025.
お知らせ • Mar 04Croda International Plc Announces Retirement of Julie Kim from the Board, Effective July 26, 2025Croda International Plc announced that Julie Kim will retire from the Board on 26 July 2025, having served four years as a non-executive director, in order to focus on her executive commitments. Julie has recently been named as the next CEO of Takeda Pharmaceutical.
お知らせ • Feb 26Croda International Plc, Annual General Meeting, Apr 23, 2025Croda International Plc, Annual General Meeting, Apr 23, 2025.
お知らせ • Feb 25Croda International plc Recommends Final Dividend for the Financial Year Ended December 31, 2024, Payable on May 28, 2025The Directors of Croda International Plc are recommending a final dividend of 63 pence per share amounting to a total of £87.9 million in respect of the financial year ended 31 December 2024. Subject to shareholder approval, the dividend will be paid on 28 May 2025 to shareholders registered on 11 April 2025. The total proposed dividend for the year ended 31 December 2024 will be 110 pence per share amounting to £153.5 million. The Board is proposing to increase the full year dividend to 110 pence (2023: 109 pence), despite temporarily taking company above its stated percentage of adjusted profit after tax, reflecting its confidence in delivery of future earnings growth.
お知らせ • Jan 22+ 1 more updateCroda International Plc to Report Fiscal Year 2025 Results on Feb 24, 2026Croda International Plc announced that they will report fiscal year 2025 results on Feb 24, 2026
お知らせ • Nov 19Croda International plc Announces Directorate ChangeCroda International Plc announced that John Ramsay, having served as a non-executive director and Chair of Audit Committee for over 5 years, will retire from the Board on 1 March 2025 and not seek re-election at the 2025 AGM (due to increased business and personal commitments). In preparation for John's retirement next year, Ian Bull will take over as Chair of the Audit Committee with effect from 1 December 2024 and so lead the Committee over Croda's 2024 year-end. Ian has been a member of the Audit Committee since his appointment to the Board on 24 June 2024. Ian is currently the Audit Committee Chair of Dunelm Group plc, Senior Independent Director at Domino's Pizza Group plc and Fellow of the Chartered Institute of Management Accountants. John will remain a member of the Audit Committee, as well as the Nomination and Remuneration Committees until his retirement from the Board.
Upcoming Dividend • Aug 29Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 08 October 2024. Payout ratio and cash payout ratio are on the higher end at 93% and 80% respectively. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.2%).
Declared Dividend • Aug 02First half dividend of UK£0.47 announcedShareholders will receive a dividend of UK£0.47. Ex-date: 5th September 2024 Payment date: 8th October 2024 Dividend yield will be 2.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (80% cash payout ratio). The dividend has increased by an average of 4.8% 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. The company's earnings per share (EPS) would need to grow by 3.9% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.57 (vs UK£0.63 in 1H 2023)First half 2024 results: EPS: UK£0.57 (down from UK£0.63 in 1H 2023). Revenue: UK£815.9m (down 7.4% from 1H 2023). Net income: UK£79.8m (down 9.4% from 1H 2023). Profit margin: 9.8% (in line with 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • Jul 01+ 1 more updateStephen Oxley to Join Croda International plc as Executive Director No Later Than 1 April 2025Croda International Plc announced that the Board has appointed Stephen Oxley as Executive Director. Stephen, a qualified accountant, is currently CFO of Johnson Matthey Plc, the specialty chemicals and sustainable technologies company. Stephen brings valuable experience in strategy setting and execution, enhancing business performance, transformation and corporate transactions. Stephen was previously a Partner at KPMG where he spent nearly 30 years advising global companies across consumer, healthcare and industrial sectors. He is also a Non-Executive Member of the Audit and Risk Committee for the Sovereign Grant which oversees the UK's public grant to the Royal Family. Stephen will join Croda no later than April 1, 2025 following a notice period. Anthony Fitzpatrick,President Strategy, Corporate Development & Industrial Specialties, has been appointed Interim Chief Financial Officer. Anthony joined Croda and the Executive Committee in 2014 having previously spent more than 20 years in global investment banking.
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Ian Bull 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.
お知らせ • Jun 27Croda International Plc Appoints Ian Bull as Non-Executive Director and Member of the Audit, Nomination and Remuneration CommitteesThe Board of Croda International Plc announced the appointment of Ian Bull as a Non-Executive Director with effect from 25 June 2024. Ian has extensive experience with listed companies across a wide range of industries, both domestic and international, both as an Executive Director as well as Senior Independent Director and Audit Committee Chair. He was previously Group Finance Director of Greene King plc, Chief Financial Officer at Ladbrokes plc, and was most recently Chief Financial Officer of Parkdean Resorts Group. Ian was formerly a non-executive Director of Paypoint Ltd, Chair of Lookers plc and Senior Independent Director and Audit Committee Chair of St. Modwen Properties plc. Ian is currently a Non-Executive Director and Audit Committee Chair of Dunelm Group plc and Senior Independent Director of Domino's Pizza Group Plc. He is a Fellow of the Chartered Institute of Management Accountants. On joining the Board, Ian will be appointed to the Audit, Nomination and Remuneration Committees.
お知らせ • Apr 27Croda International Plc Declares Final DividendCroda International Plc at its Annual General Meeting held on 24 April 2024 declared a final dividend of 62.0 pence per ordinary share.
Upcoming Dividend • Apr 11Upcoming dividend of UK£0.62 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 29 May 2024. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.7%).
Buy Or Sell Opportunity • Mar 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to €57.00. The fair value is estimated to be €46.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Feb 29Croda International plc Recommends Final Dividend in Respect of the Financial Year Ended 31 December 2023, Payable on 29 May 2024The Directors of Croda International Plc are recommending a final dividend of 62.0 pence per share amounting to a total of £86.5m in respect of the financial year ended 31 December 2023. Subject to shareholder approval, the dividend will be paid on 29 May 2024 to shareholders registered on 19 April 2024. The total proposed dividend for the year ended 31 December 2023 will be 109.0pper share amounting to £152.1m.
Declared Dividend • Feb 29Final dividend of UK£0.62 announcedShareholders will receive a dividend of UK£0.62. Ex-date: 18th April 2024 Payment date: 29th May 2024 Dividend yield will be 2.1%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 5.2% 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 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: UK£1.23 (vs UK£4.66 in FY 2022)Full year 2023 results: EPS: UK£1.23 (down from UK£4.66 in FY 2022). Revenue: UK£1.69b (down 19% from FY 2022). Net income: UK£171.0m (down 74% from FY 2022). Profit margin: 10% (down from 31% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.2% 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 increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Feb 02Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Nawal Ouzren was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Buy Or Sell Opportunity • Feb 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.8% to €55.50. The fair value is estimated to be €45.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Jan 30+ 1 more updateCroda International Plc to Report First Half, 2024 Results on Jul 30, 2024Croda International Plc announced that they will report first half, 2024 results on Jul 30, 2024
お知らせ • Dec 20Croda International plc Announces Louisa Burdett, Chief Financial Officer, Intends to Leave in June 2024Croda International Plc announced that Louisa Burdett, Chief Financial Officer, intends to leave the Company in June 2024 to become Chief Financial Officer at Spirax-Sarco Engineering plc.
お知らせ • Dec 19Croda International plc Announces Resignation of Louisa Burdett from BoardCroda International Plc announced that Louisa Burdett, Non-Executive Director, will leave the board in June 2024.
Recent Insider Transactions • Sep 28Group Chief Scientific Officer recently sold €23m worth of stockOn the 25th of September, Nicholas Challoner sold around 7k shares on-market at roughly €3,372 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €25m more than they bought in the last 12 months.
お知らせ • Sep 22+ 1 more updateCroda International Plc, Annual General Meeting, Apr 24, 2024Croda International Plc, Annual General Meeting, Apr 24, 2024.
Upcoming Dividend • Aug 24Upcoming dividend of UK£0.47 per share at 2.0% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 03 October 2023. Payout ratio and cash payout ratio are on the higher end at 78% and 77% respectively. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.0%).
New Risk • Jul 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 34% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 26First half 2023 earnings released: EPS: UK£0.63 (vs UK£3.90 in 1H 2022)First half 2023 results: EPS: UK£0.63 (down from UK£3.90 in 1H 2022). Revenue: UK£880.9m (down 22% from 1H 2022). Net income: UK£88.1m (down 84% from 1H 2022). Profit margin: 10.0% (down from 48% in 1H 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06Croda International Plc (LSE:CRDA) completed the acquisition of Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370).Croda International Plc (LSE:CRDA) agreed to acquire Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) for KRW 350 billion on February 3, 2023. The acquisition is subject to regulatory approval. Lazard & Co., Limited acted as financial advisor to Croda International Plc (LSE:CRDA).Croda International Plc (LSE:CRDA) completed the acquisition of Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) on July 4, 2023. The acquisition comes following receipt of unconditional approval from the South Korean regulatory authorities.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €61.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.72 per share.
Recent Insider Transactions • Apr 27President of Corporate Development recently sold €238k worth of stockOn the 20th of April, Anthony Fitzpatrick sold around 3k shares on-market at roughly €79.37 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €655k. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
Upcoming Dividend • Apr 20Upcoming dividend of UK£0.61 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 23% and the cash payout ratio is 93%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).
Recent Insider Transactions • Mar 30Executive Director recently sold €553k worth of stockOn the 27th of March, Jeremy Maiden sold around 8k shares on-market at roughly €73.78 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €655k. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 06President of Regional Delivery recently sold €655k worth of stockOn the 3rd of March, Sandra Elaine Breene sold around 9k shares on-market at roughly €75.89 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£4.66 (vs UK£2.30 in FY 2021)Full year 2022 results: EPS: UK£4.66 (up from UK£2.30 in FY 2021). Revenue: UK£2.09b (up 11% from FY 2021). Net income: UK£649.3m (up 102% from FY 2021). Profit margin: 31% (up from 17% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07Croda International Plc (LSE:CRDA) agreed to acquire Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) for KRW350 billion.Croda International Plc (LSE:CRDA) agreed to acquire Solus Biotech Co., Ltd. from Solus Advanced Materials Co., Ltd. (KOSE:A336370) for KRW350 billion on February 6, 2023. The acquisition is subject to regulatory approval.
Recent Insider Transactions • Nov 09Independent Non-Executive Director recently bought €61k worth of stockOn the 4th of November, John Ramsay bought around 836 shares on-market at roughly €73.38 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €648k more in shares than they bought in the last 12 months.
Upcoming Dividend • Sep 01Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 20% and the cash payout ratio is 96%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.9%).
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£153.4m from profit in 1H 2021). Profit margin: (down from 16% in 1H 2021). Over the next year, revenue is expected to shrink by 12% compared to a 5.7% growth forecast for the industry in Germany.
Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €89.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 1.9% per annum over the same time period.
Upcoming Dividend • Apr 28Upcoming dividend of UK£0.56 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (5.0%).
Recent Insider Transactions • Apr 10Key Executive recently sold €588k worth of stockOn the 7th of April, Jeremy Maiden sold around 6k shares on-market at roughly €95.81 per share. This was the largest sale by an insider in the last 3 months. This was Jeremy's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 11Insider recently sold €119k worth of stockOn the 10th of March, Thomas Brophy sold around 1k shares on-market at roughly €84.63 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months.
お知らせ • Mar 04Croda International Plc to Report Fiscal Year 2022 Results on Mar 07, 2023Croda International Plc announced that they will report fiscal year 2022 results on Mar 07, 2023
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£2.30 (up from UK£1.55 in FY 2020). Revenue: UK£1.89b (up 36% from FY 2020). Net income: UK£320.8m (up 59% from FY 2020). Profit margin: 17% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 2.2%, compared to a 5.2% growth forecast for the industry in Germany.
Recent Insider Transactions • Nov 25Insider recently sold €241k worth of stockOn the 22nd of November, Thomas Brophy sold around 2k shares on-market at roughly €120 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months.
Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Senior Independent Director Helena Ganczakowski was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 08Less than half of directors are independentFollowing Non-Executive Director Julie Kim's arrival on 01 September 2021, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Senior Independent Director Helena Ganczakowski was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02Less than half of directors are independentFollowing Non-Executive Director Julie Kim's arrival on 01 September 2021, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Senior Independent Director Helena Ganczakowski was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 02Upcoming dividend of UK£0.43 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 05 October 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).
Recent Insider Transactions • Aug 19President of Performance Technologies recently sold €812k worth of stockOn the 17th of August, Anthony Fitzpatrick sold around 8k shares on-market at roughly €107 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 06Non-Executive Director recently sold €2.0m worth of stockOn the 4th of August, Keith Layden sold around 20k shares on-market at roughly €101 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.
Reported Earnings • Jul 28First half 2021 earnings released: EPS UK£1.10 (vs UK£0.84 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£934.0m (up 39% from 1H 2020). Net income: UK£153.4m (up 42% from 1H 2020). Profit margin: 16% (in line with 1H 2020).
お知らせ • May 22Croda International plc Declares Final DividendCroda International Plc declared a final dividend of 51.5 pence per ordinary share, at the AGM held on May 21, 2021.
Recent Insider Transactions • May 20Group Chief Scientific Officer recently sold €771k worth of stockOn the 18th of May, Nicholas Challoner sold around 10k shares on-market at roughly €76.55 per share. In the last 3 months, there was an even bigger sale from another insider worth €823k. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.
Recent Insider Transactions • May 03President of Consumer Care recently sold €272k worth of stockOn the 30th of April, Maarten Heybroek sold around 4k shares on-market at roughly €77.77 per share. In the last 3 months, there was an even bigger sale from another insider worth €823k. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.
Upcoming Dividend • Apr 29Upcoming dividend of UK£0.52 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 04 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.5%).
Recent Insider Transactions • Apr 01President of Life Sciences recently sold €83k worth of stockOn the 29th of March, Nicholas Challoner sold around 1k shares on-market at roughly €74.46 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
お知らせ • Mar 05Croda International plc Provides sales Guidance for the Full Year 2021Croda International Plc provides sales guidance for the full year 2021. Building on previous guidance for sales in 2021 of approximately $100 million, the company now expect a minimum of $125 million of sales into this vaccine this year.
お知らせ • Mar 04Croda International Plc (LSE:CRDA) agreed to acquire Alban Muller International SAS for €25 million.Croda International Plc (LSE:CRDA) agreed to acquire Alban Muller International SAS for €25 million on March 2, 2021. For the year ended June 30, 2020, Alban Muller had revenues of €18 million. The transaction is subject to customary pre closing conditions. The transaction is expected to close by the end of Q1 2021.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS UK£1.55 (vs UK£1.73 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£1.39b (flat on FY 2019). Net income: UK£201.6m (down 10.0% from FY 2019). Profit margin: 14% (down from 16% in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 21%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.
お知らせ • Feb 16+ 3 more updatesCroda International Plc to Report Q4, 2020 Results on Mar 01, 2021Croda International Plc announced that they will report Q4, 2020 results on Mar 01, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €76.00The company is up 13% from its price of €67.28 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.73 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €73.70The company is up 10.0% from its price of €67.14 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.72 per share.
お知らせ • Nov 19Croda International Plc has completed a Follow-on Equity Offering in the amount of £627.170177 million.Croda International Plc has completed a Follow-on Equity Offering in the amount of £627.170177 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,630,003 Price\Range: £59 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Is New 90 Day High Low • Oct 05New 90-day high: €69.64The company is up 19% from its price of €58.66 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.93 per share.
Is New 90 Day High Low • Sep 19New 90-day high: €68.14The company is up 20% from its price of €57.00 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.46 per share.
お知らせ • Aug 13Croda International Plc (LSE:CRDA) completed the acquisition of Avanti Polar Lipids, Inc.Croda International Plc (LSE:CRDA) agreed to acquire Avanti Polar Lipids, Inc. for $260 million on July 6, 2020. The total consideration consists of initial consideration of $185 million on a debt and cash free basis, with an additional earn out of up to $75 million based on near term commercial opportunities using Avanti's lipid based solutions. This acquisition will be funded from a $200 million unsecured, committed three year term loan. Avanti will become part of Croda's Life Sciences sector and sit within the fast growing Health Care business. On completion, Avanti will continue to operate under its existing brand, led by the current management team. The acquisition is subject to customary United States regulatory approvals. The transaction is expected to close during the third quarter of 2020. Combined with Avanti's cash generation, the acquisition will have a limited impact on Croda's leverage and no material impact on its liquidity and had no impact on the first half year financial statements. Adam Huitt of BlackArch Partners LLC served as the exclusive financial advisor and James Childs of Maynard Cooper & Gale, P.C. acted as legal advisor to Avanti Polar Lipids, Inc. Kevin Makowski of Foley & Lardner LLP acted as legal advisor for Croda International Plc. Croda International Plc (LSE:CRDA) completed the acquisition of Avanti Polar Lipids, Inc. on August 13, 2020. The approval from the United States regulatory authorities has been received.
お知らせ • Jul 07Croda International Plc (LSE:CRDA) agreed to acquire Avanti Polar Lipids, Inc. for $260 million.Croda International Plc (LSE:CRDA) agreed to acquire Avanti Polar Lipids, Inc. for $260 million on July 6, 2020. The total consideration consists of initial consideration of $185 million on a debt and cash-free basis, with an additional earn out of up to $75 million based on near-term commercial opportunities using Avanti's lipid-based solutions. The acquisition is being financed by a three-year term loan. Avanti will become part of Croda's Life Sciences sector and sit within the fast-growing Health Care business. On completion, Avanti will continue to operate under its existing brand, led by the current management team. The acquisition is subject to customary US regulatory approvals. BlackArch Partners served as the exclusive financial advisor while Maynard Cooper & Gale, P.C. acted as legal advisor to Avanti Polar Lipids, Inc.