View Financial HealthEssentra 配当と自社株買い配当金 基準チェック /26Essentraは配当を支払う会社で、現在の利回りは2.31%です。次の支払い日は 3rd July, 2026で、権利落ち日は14th May, 2026 。主要情報2.3%配当利回り1.1%バイバック利回り総株主利回り3.4%将来の配当利回り3.4%配当成長-23.1%次回配当支払日03 Jul 26配当落ち日14 May 26一株当たり配当金n/a配当性向272%最近の配当と自社株買いの更新お知らせ • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.お知らせ • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.Upcoming Dividend • Sep 12Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 25 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).Declared Dividend • Aug 02First half dividend of UK£0.013 announcedShareholders will receive a dividend of UK£0.013. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 17x earnings). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,854% to bring the payout ratio under control. EPS is expected to grow by 353% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).すべての更新を表示Recent updatesお知らせ • Mar 19Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive DirectorEssentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026. Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees.お知らせ • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.お知らせ • Mar 13Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary.お知らせ • Jan 29Essentra plc to Report First Half, 2026 Results on Jul 29, 2026Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Jan 15+ 1 more updateEssentra plc to Report Q4, 2025 Results on Mar 17, 2026Essentra plc announced that they will report Q4, 2025 results on Mar 17, 2026お知らせ • Dec 18Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million.Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis. For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC. Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025.お知らせ • Aug 08Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components.お知らせ • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.お知らせ • Mar 24+ 3 more updatesEssentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Essentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)お知らせ • Mar 19+ 1 more updateEssentra plc, Annual General Meeting, May 21, 2025Essentra plc, Annual General Meeting, May 21, 2025.お知らせ • Jan 06Essentra plc Announces Board ChangesEssentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024.お知らせ • Jan 01+ 1 more updateEssentra plc to Report Fiscal Year 2024 Results on Mar 19, 2025Essentra plc announced that they will report fiscal year 2024 results on Mar 19, 2025Board Change • Dec 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Director Rowan Baker 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.Upcoming Dividend • Sep 12Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 25 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).お知らせ • Sep 10Essentra plc Announces CFO Changes, Effective November 5, 2024Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser.Declared Dividend • Aug 02First half dividend of UK£0.013 announcedShareholders will receive a dividend of UK£0.013. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 17x earnings). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,854% to bring the payout ratio under control. EPS is expected to grow by 353% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 01First half 2024 earnings released: EPS: UK£0.009 (vs UK£0.026 in 1H 2023)First half 2024 results: EPS: UK£0.009 (down from UK£0.026 in 1H 2023). Revenue: UK£159.7m (down 4.0% from 1H 2023). Net income: UK£2.50m (down 68% from 1H 2023). Profit margin: 1.6% (down from 4.6% in 1H 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.お知らせ • Jun 02Essentra plc to Report First Half, 2024 Results on Jul 30, 2024Essentra plc announced that they will report first half, 2024 results on Jul 30, 2024お知らせ • May 23Essentra plc Announces Board and Committee ChangesEssentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down.Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).Recent Insider Transactions • Apr 08Chief Executive Officer recently sold €114k worth of stockOn the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly €2.05 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Scott Morgan's only on-market trade for the last 12 months.New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% 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 Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results.Declared Dividend • Mar 21Dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 20+ 1 more updateEssentra plc Announces Retirement of Jack Clarke as Chief Financial Officer, No Later Than 31 March 2025Essentra plc announces that Jack Clarke has informed the Board of his decision to retire as Chief Financial Officer ("CFO") of the Company. Jack will continue in his role until a successor is in place to ensure a smooth transfer of responsibilities and, in line with Jack's retirement plans, the Company expects him to leave no later than 31 March 2025. The Company has commenced a search, of both internal and external candidates, for Jack's successor. Jack joined the Company in April 2022 as an experienced CFO and, during his tenure, he has completed the strategic reviews and transitional arrangements that led to the successful sale of the Company's Packaging and Filters businesses, and the subsequent launch of Essentra as a pure-play Components business.New Risk • Mar 20New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.お知らせ • Oct 27Essentra plc (LSE:ESNT) acquired Bmp Srl.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023.お知らせ • Sep 21Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Upcoming Dividend • Sep 14Upcoming dividend of UK£0.012 per share at 1.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.1%).お知らせ • Aug 17+ 1 more updateEssentra plc Declares Interim Dividend for the Year 2023, Payable on 27 October 2023The Board of Directors of Essentra plc declared a 2023 interim dividend of 1.2 pence per share. The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining dividend cover in the order of three times earnings. The interim dividend has been calculated on the earnings of the continuing operations of the business (2022 interim dividend of 2.3 pence per share was calculated on the Group earnings, which includes the earnings that are now reported as discontinued operations). The interim dividend will be paid on 27 October 2023 to shareholders on the share register at the record date, being 22 September 2023. The ex-dividend date will be 21 September 2023.Reported Earnings • Aug 17First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022)First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.New Risk • Jul 26New 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 6.9% 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 Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.Upcoming Dividend • May 11Upcoming dividend of UK£0.01 per share at 1.6% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.6%).Buying Opportunity • May 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €2.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.93, the stock trades at a trailing P/E ratio of 51.5x. Average forward P/E is 13x in the Chemicals industry in Germany. Total loss to shareholders of 8.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.27 per share.Upcoming Dividend • Mar 13Upcoming dividend of UK£0.30 per share at 2.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.1%).お知らせ • Feb 02Essentra plc Announces Special Dividend, Payable on 27 April 2023Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023.お知らせ • Jan 10Essentra plc, Annual General Meeting, May 03, 2023Essentra plc, Annual General Meeting, May 03, 2023.Board Change • Jan 04Less than half of directors are independentFollowing Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 04+ 1 more updateEssentra plc Announces CEO ChangesEssentra plc confirmed the appointment of Scott Fawcett as Chief Executive of Essentra plc, having taken up the role with effect from 1 January 2023. The Board also confirm that Paul Forman has now stepped down as Chief Executive, with effect from 31 December 2022.お知らせ • Jan 02+ 1 more updateEssentra plc to Report Fiscal Year 2022 Results on Mar 22, 2023Essentra plc announced that they will report fiscal year 2022 results on Mar 22, 2023お知らせ • Dec 16Essentra plc Appoints Kath Durrant as a Non-Executive Director with Effect from 3 January 2023The Board of Essentra plc announces the appointment of Kath Durrant as a Non-Executive Director with effect from 3 January 2023. Kath will also be a member of the Remuneration Committee. Kath is a Non-Executive Director of Vesuvius plc, SIG plc and an advisor to Innovation RCA. She has previously served as a Non-Executive Director of Calisen plc and Renishaw plc. Kath has extensive human resources experience gained from time working at GlaxoSmithKline plc and AstraZeneca plc. She also served as the Group Human Resources Director at Rolls Royce plc and Ferguson plc and until 2019 was Chief HR Officer at CRH plc.お知らせ • Dec 06Centaury Management Limited completed the acquisition of Filters business from Essentra plc (LSE:ESNT).Centaury Management Limited entered into a sale and purchase agreement to acquire Filters business from Essentra plc (LSE:ESNT) for £220 million on October 2, 2022. Under the terms of agreement, Centaury Management will pay £200 million initial consideration, subject to adjustments after completion by way of a customary completion accounts mechanic in relation to cash, debt and working capital, and up to £20 million deferred earn-out consideration payable in two tranches of up to £10 million for each of 2023 and 2024, respectively. The customary adjustments, which are expected to reduce the initial cash consideration by approximately £35 million, will include certain pension and other liabilities, including approximately £16 million of International Financial Reporting Standards 16 lease liabilities, which will transfer out of the Group. The assets were valued at an enterprise value of up to £262.1 million which is based on 100% consolidation of joint venture entities China Tobacco Essentra (Xiamen) Filters Co., Ltd and ITC Essentra Limited, which are accounted for as subsidiaries of Essentra in its consolidated financial statements due to a control achieved via board membership. Of this £262.1 million enterprise value, £42.1 million relates to the Filters' business non-controlling interests in the joint ventures. Centaury Management Limited is performing the acquisition through Frank Acquisition Four Limited. The transaction is conditional upon approval of a resolution approving the transaction by shareholders at a general meeting of Essentra, the completion of a group reorganisation to achieve the separation of filters from the remainder of the Essentra group, there not being in force any applicable law that prohibits or renders illegal the sale or purchase of shares. The Board expects that, subject to the satisfaction and/or waiver (where applicable) of the conditions to the transaction, completion will occur no later than January 31, 2023. Essentra has agreed to pay a fee of £5 million, if, in order to comply with its fiduciary duties, the Board exercises its right to withdraw, suspend, qualify or adversely modify or amend its recommendation in relation to the disposal, except to the extent that such change of recommendation is caused by certain breaches of the Centaury Management's obligations under the sale and purchase agreement, or Essentra is, otherwise, entitled to terminate the sale and purchase Agreement pursuant to its terms. The transaction is expected to complete no later than 31 January 2023. As of October 21, 2022, Essentra plc is pleased to announce that a shareholder circular relating to the disposal has been approved by the Financial Conduct Authority and has been published. Essentra's board considers the disposal and the resolution necessary to implement the disposal to be in the best interests of the company and its shareholders as a whole and unanimously recommends that shareholders vote in favour of the Resolution at the General Meeting. As of November 9, 2022, the transaction has been approved by the shareholders of Essentra plc. Peel Hunt LLP is acting as sole sponsor to Essentra plc. Goldman Sachs International and Lazard & Co., Limited acted as financial advisor to Essentra plc. A team led by Jeff Twentyman and Sally Wokes of Slaughter and May acted as legal advisors to Essentra plc. Centaury Management Limited completed the acquisition of Filters business from Essentra plc (LSE:ESNT) on December 5, 2022.お知らせ • Dec 02Essentra plc (LSE:ESNT) acquired Wixroyd Holdings Limited for £36.5 million.Essentra plc (LSE:ESNT) acquired Wixroyd Holdings Limited for £36.5 million on December 1, 2022. The consideration payable for the Wixroyd Group comprises an initial cash consideration of £29.5 million and up to £7.0 million deferred earn-out consideration on a cash-free, debt-free basis. The deferred earn-out consideration is conditional on achieving certain performance criteria for the 12 month period commencing 1 January 2023, which would exceed the base case. The initial acquisition consideration, and any subsequent conditional consideration will be financed from Essentra's existing cash flow and debt facilities. The acquisition constitutes a Class 2 transaction for the purposes of the UK Financial Authority's Listing Rules. For the year ended 31 December 2021, the Wixroyd Group generated revenue of £10.4 million, and EBITDA of £2.6 million. Essentra plc (LSE:ESNT) completed the acquisition of Wixroyd Holdings Limited on December 1, 2022.Buying Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €3.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 64% in 2 years. Earnings is forecast to grow by 109% in the next 2 years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 22Essentra plc, Annual General Meeting, Nov 09, 2022Essentra plc, Annual General Meeting, Nov 09, 2022, at 12:00 Coordinated Universal Time. Location: Peel Hunt LLP 100 Liverpool St London United KingdomValuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 38% share price gain to €2.60, the stock trades at a trailing P/E ratio of 63.7x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.27 per share.お知らせ • Oct 05Centaury Management Limited entered into a sale and purchase agreement to acquire Filters business from Essentra plc (LSE:ESNT) for £220 million.Centaury Management Limited entered into a sale and purchase agreement to acquire Filters business from Essentra plc (LSE:ESNT) for £220 million on October 2, 2022. Under the terms of agreement Centaury Management will pay £200 million initial consideration, subject to adjustments after completion by way of a customary completion accounts mechanic in relation to cash, debt and working capital, and up to £20 million deferred earn-out consideration payable in two tranches of up to £10 million for each of 2023 and 2024, respectively. The customary adjustments, which are expected to reduce the initial cash consideration by approximately £35 million, will include certain pension and other liabilities, including approximately £16 million of International Financial Reporting Standards 16 lease liabilities, which will transfer out of the Group. The assets were valued at an enterprise value of up to £262.1 million which is based on 100% consolidation of joint venture entities China Tobacco Essentra (Xiamen) Filters Co., Ltd and ITC Essentra Limited, which are accounted for as subsidiaries of Essentra in its consolidated financial statements due to a control achieved via board membership. Of this £262.1 million enterprise value, £42.1 million relates to the Filters' business non-controlling interests in the joint ventures. Centaury Management Limited is performing the acquisition through Frank Acquisition Four Limited. The transaction is conditional upon Approval of a resolution approving the transaction by shareholders at a General Meeting of Essentra, the completion of a group reorganisation to achieve the separation of filters from the remainder of the Essentra group, there not being in force any applicable law that prohibits or renders illegal the sale or purchase of shares. The Board expects that, subject to the satisfaction and/or waiver (where applicable) of the conditions to the transaction, completion will occur no later than January 31, 2023. Essentra has agreed to pay a fee of £5 million, if, in order to comply with its fiduciary duties, the Board exercises its right to withdraw, suspend, qualify or adversely modify or amend its recommendation in relation to the disposal, except to the extent that such change of recommendation is caused by certain breaches of the Centaury Management 's obligations under the Sale and Purchase Agreement, or Essentra is otherwise entitled to terminate the Sale and Purchase Agreement pursuant to its terms. The transaction is expected to complete no later than 31 January 2023. Peel Hunt LLP is acting as sole sponsor to Essentra plc. Goldman Sachs International and Lazard & Co., Limited acted as financial advisor to Essentra plc.Upcoming Dividend • Sep 15Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.9%).Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €2.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 9x in the Chemicals industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.89 per share.Reported Earnings • Aug 18First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021)First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • May 20+ 1 more updateEssentra plc Announces Management ChangesEssentra plc announced that following the conclusion of the Company's AGM, held on May 19, 2022, the Board confirm that Jack Clarke is now Executive Director of Essentra plc. Lily Liu has now stepped down as Executive Director. Nicki Demby has also stepped down as a Non-Executive Director, both advised previously. As a result of the above changes, the Board committee composition has also changed. Ralf Wunderlich is the Chair of the Remuneration Committee, Mary Reilly and Dupsy Abiola are members. Mary Reilly remains Chair of the Audit and Risk Committee, with Adrian Peace as a new member and Ralf Wunderlich as an existing member. Ralf Wunderlich remains Chair of the Sustainability Committee, with existing members, Paul Forman, Adrian Peace, Jon Green, Mary Reilly and Dupsy Abiola. Paul Lester continues to attend all meetings as an invitee. Paul Lester continues to serve as the Nomination Committee Chair, with Ralf Wunderlich, Mary Reilly, Dupsy Abiola, Adrian Peace and Paul Forman as members.Board Change • Apr 27Less 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. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21Essentra plc to Report First Half, 2022 Results on Aug 03, 2022Essentra plc announced that they will report first half, 2022 results on Aug 03, 2022Upcoming Dividend • Apr 14Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (4.9%).Board Change • Apr 09Less 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. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% 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 8.8%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Jan 07Essentra plc Maintain Earnings Guidance for the Fourth Quarter 2021Essentra plc maintained earnings guidance for the fourth quarter 2021. The maintain guidance for the quarter, margin will be slightly below 8%.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.40, the stock trades at a trailing P/E ratio of 47.8x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.14 per share.Upcoming Dividend • Sep 16Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.6%).Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 01First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Executive Departure • May 27Senior Independent Non-Executive Director has left the companyOn the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (€47k worth at the time). Tommy is the only executive to leave the company over the last 12 months.Upcoming Dividend • Apr 15Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.5%).Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3%, compared to a 5.7% growth forecast for the Chemicals industry in Germany.Reported Earnings • Mar 06Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Mar 06Essentra plc Announces Board ChangesEssentra plc announced that Tommy Breen will retire as a Non-Executive Director and Senior Independent Director, with effect from the conclusion of the Annual General Meeting (AGM) to be held on 20 May 2021. Tommy leaves having served as a Non-Executive Director for six years and as Senior Independent Director. As recently announced, Tommy has taken on the role of Chairman designate at Homeserve plc, and his retirement from the Board of Essentra plc will leave Tommy more time required to commit to his role with Homeserve plc. The board announced that Mary Reilly will become Senior Independent Director upon Tommy's retirement, subject to Mary's re-election at the AGM. Mary is also Chair of the Audit & Risk Committee and Board Employee Champion. Mary has extensive experience of accounting, finance and international management as well as the necessary skills to fulfil the role of Senior Independent Director. The Nomination Committee has initiated a process to appoint a new Non-Executive Director.お知らせ • Mar 05Essentra plc, Annual General Meeting, May 20, 2021Essentra plc, Annual General Meeting, May 20, 2021. Agenda: To consider retirement of Tommy Breen as Non-Executive Director and Senior Independent Director.お知らせ • Jan 08Essentra plc to Report Fiscal Year 2020 Results on Feb 26, 2021Essentra plc announced that they will report fiscal year 2020 results on Feb 26, 2021Is New 90 Day High Low • Dec 04New 90-day high: €3.50The company is up 10.0% from its price of €3.17 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.12 per share.Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 17% share price gain to UK£3.18, the stock is trading at a trailing P/E ratio of 55x, up from the previous P/E ratio of 46.9x. This compares to an average P/E of 26x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 40%.Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 18% share price gain to UK£3.10, the stock is trading at a trailing P/E ratio of 52.1x, up from the previous P/E ratio of 44.2x. This compares to an average P/E of 26x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 39%.Valuation Update With 7 Day Price Move • Oct 31Market pulls back on stock over the past weekAfter last week's 15% share price decline to UK£2.50, the stock is trading at a trailing P/E ratio of 46.2x, down from the previous P/E ratio of 54.5x. This compares to an average P/E of 24x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 53%.Is New 90 Day High Low • Oct 30New 90-day low: €2.62The company is down 20% from its price of €3.29 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.98 per share.Is New 90 Day High Low • Sep 22New 90-day low: €2.78The company is down 15% from its price of €3.28 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.02 per share.お知らせ • Sep 21Essentra plc has completed a Follow-on Equity Offering in the amount of £99.999999 million.Essentra plc has completed a Follow-on Equity Offering in the amount of £99.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 38,461,538 Price\Range: £2.6 Transaction Features: Regulation S; Subsequent Direct Listing決済の安定と成長配当データの取得安定した配当: HOFの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: HOFの配当金支払額は過去10年間減少しています。配当利回り対市場Essentra 配当利回り対市場HOF 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (HOF)2.3%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Chemicals)3.7%アナリスト予想 (HOF) (最長3年)3.4%注目すべき配当: HOFの配当金 ( 2.31% ) はGerman市場の配当金支払者の下位 25% ( 1.51% ) よりも高くなっています。高配当: HOFの配当金 ( 2.31% ) はGerman市場の配当金支払者の上位 25% ( 4.51% ) と比較すると低いです。株主への利益配当収益カバレッジ: HOFは高い 配当性向 ( 272.1% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: HOFの 現金配当性向 ( 39.4% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 04:11終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Essentra plc 7 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。16 アナリスト機関James BaylissBerenbergCalum BattersbyBerenbergMichael O'BrienCanaccord Genuity13 その他のアナリストを表示
お知らせ • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.
お知らせ • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.
Upcoming Dividend • Sep 12Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 25 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).
Declared Dividend • Aug 02First half dividend of UK£0.013 announcedShareholders will receive a dividend of UK£0.013. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 17x earnings). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,854% to bring the payout ratio under control. EPS is expected to grow by 353% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.
Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).
お知らせ • Mar 19Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive DirectorEssentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026. Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees.
お知らせ • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.
お知らせ • Mar 13Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary.
お知らせ • Jan 29Essentra plc to Report First Half, 2026 Results on Jul 29, 2026Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Jan 15+ 1 more updateEssentra plc to Report Q4, 2025 Results on Mar 17, 2026Essentra plc announced that they will report Q4, 2025 results on Mar 17, 2026
お知らせ • Dec 18Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million.Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis. For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC. Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025.
お知らせ • Aug 08Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components.
お知らせ • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.
お知らせ • Mar 24+ 3 more updatesEssentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Essentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
お知らせ • Mar 19+ 1 more updateEssentra plc, Annual General Meeting, May 21, 2025Essentra plc, Annual General Meeting, May 21, 2025.
お知らせ • Jan 06Essentra plc Announces Board ChangesEssentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024.
お知らせ • Jan 01+ 1 more updateEssentra plc to Report Fiscal Year 2024 Results on Mar 19, 2025Essentra plc announced that they will report fiscal year 2024 results on Mar 19, 2025
Board Change • Dec 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Director Rowan Baker 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.
Upcoming Dividend • Sep 12Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 25 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).
お知らせ • Sep 10Essentra plc Announces CFO Changes, Effective November 5, 2024Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser.
Declared Dividend • Aug 02First half dividend of UK£0.013 announcedShareholders will receive a dividend of UK£0.013. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 17x earnings). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,854% to bring the payout ratio under control. EPS is expected to grow by 353% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 01First half 2024 earnings released: EPS: UK£0.009 (vs UK£0.026 in 1H 2023)First half 2024 results: EPS: UK£0.009 (down from UK£0.026 in 1H 2023). Revenue: UK£159.7m (down 4.0% from 1H 2023). Net income: UK£2.50m (down 68% from 1H 2023). Profit margin: 1.6% (down from 4.6% in 1H 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.
お知らせ • Jun 02Essentra plc to Report First Half, 2024 Results on Jul 30, 2024Essentra plc announced that they will report first half, 2024 results on Jul 30, 2024
お知らせ • May 23Essentra plc Announces Board and Committee ChangesEssentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down.
Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).
Recent Insider Transactions • Apr 08Chief Executive Officer recently sold €114k worth of stockOn the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly €2.05 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Scott Morgan's only on-market trade for the last 12 months.
New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% 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 Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results.
Declared Dividend • Mar 21Dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 20+ 1 more updateEssentra plc Announces Retirement of Jack Clarke as Chief Financial Officer, No Later Than 31 March 2025Essentra plc announces that Jack Clarke has informed the Board of his decision to retire as Chief Financial Officer ("CFO") of the Company. Jack will continue in his role until a successor is in place to ensure a smooth transfer of responsibilities and, in line with Jack's retirement plans, the Company expects him to leave no later than 31 March 2025. The Company has commenced a search, of both internal and external candidates, for Jack's successor. Jack joined the Company in April 2022 as an experienced CFO and, during his tenure, he has completed the strategic reviews and transitional arrangements that led to the successful sale of the Company's Packaging and Filters businesses, and the subsequent launch of Essentra as a pure-play Components business.
New Risk • Mar 20New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
お知らせ • Oct 27Essentra plc (LSE:ESNT) acquired Bmp Srl.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023.
お知らせ • Sep 21Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.
Upcoming Dividend • Sep 14Upcoming dividend of UK£0.012 per share at 1.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.1%).
お知らせ • Aug 17+ 1 more updateEssentra plc Declares Interim Dividend for the Year 2023, Payable on 27 October 2023The Board of Directors of Essentra plc declared a 2023 interim dividend of 1.2 pence per share. The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining dividend cover in the order of three times earnings. The interim dividend has been calculated on the earnings of the continuing operations of the business (2022 interim dividend of 2.3 pence per share was calculated on the Group earnings, which includes the earnings that are now reported as discontinued operations). The interim dividend will be paid on 27 October 2023 to shareholders on the share register at the record date, being 22 September 2023. The ex-dividend date will be 21 September 2023.
Reported Earnings • Aug 17First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022)First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
New Risk • Jul 26New 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 6.9% 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 Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.
Upcoming Dividend • May 11Upcoming dividend of UK£0.01 per share at 1.6% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.6%).
Buying Opportunity • May 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €2.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.93, the stock trades at a trailing P/E ratio of 51.5x. Average forward P/E is 13x in the Chemicals industry in Germany. Total loss to shareholders of 8.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.27 per share.
Upcoming Dividend • Mar 13Upcoming dividend of UK£0.30 per share at 2.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.1%).
お知らせ • Feb 02Essentra plc Announces Special Dividend, Payable on 27 April 2023Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023.
お知らせ • Jan 10Essentra plc, Annual General Meeting, May 03, 2023Essentra plc, Annual General Meeting, May 03, 2023.
Board Change • Jan 04Less than half of directors are independentFollowing Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 04+ 1 more updateEssentra plc Announces CEO ChangesEssentra plc confirmed the appointment of Scott Fawcett as Chief Executive of Essentra plc, having taken up the role with effect from 1 January 2023. The Board also confirm that Paul Forman has now stepped down as Chief Executive, with effect from 31 December 2022.
お知らせ • Jan 02+ 1 more updateEssentra plc to Report Fiscal Year 2022 Results on Mar 22, 2023Essentra plc announced that they will report fiscal year 2022 results on Mar 22, 2023
お知らせ • Dec 16Essentra plc Appoints Kath Durrant as a Non-Executive Director with Effect from 3 January 2023The Board of Essentra plc announces the appointment of Kath Durrant as a Non-Executive Director with effect from 3 January 2023. Kath will also be a member of the Remuneration Committee. Kath is a Non-Executive Director of Vesuvius plc, SIG plc and an advisor to Innovation RCA. She has previously served as a Non-Executive Director of Calisen plc and Renishaw plc. Kath has extensive human resources experience gained from time working at GlaxoSmithKline plc and AstraZeneca plc. She also served as the Group Human Resources Director at Rolls Royce plc and Ferguson plc and until 2019 was Chief HR Officer at CRH plc.
お知らせ • Dec 06Centaury Management Limited completed the acquisition of Filters business from Essentra plc (LSE:ESNT).Centaury Management Limited entered into a sale and purchase agreement to acquire Filters business from Essentra plc (LSE:ESNT) for £220 million on October 2, 2022. Under the terms of agreement, Centaury Management will pay £200 million initial consideration, subject to adjustments after completion by way of a customary completion accounts mechanic in relation to cash, debt and working capital, and up to £20 million deferred earn-out consideration payable in two tranches of up to £10 million for each of 2023 and 2024, respectively. The customary adjustments, which are expected to reduce the initial cash consideration by approximately £35 million, will include certain pension and other liabilities, including approximately £16 million of International Financial Reporting Standards 16 lease liabilities, which will transfer out of the Group. The assets were valued at an enterprise value of up to £262.1 million which is based on 100% consolidation of joint venture entities China Tobacco Essentra (Xiamen) Filters Co., Ltd and ITC Essentra Limited, which are accounted for as subsidiaries of Essentra in its consolidated financial statements due to a control achieved via board membership. Of this £262.1 million enterprise value, £42.1 million relates to the Filters' business non-controlling interests in the joint ventures. Centaury Management Limited is performing the acquisition through Frank Acquisition Four Limited. The transaction is conditional upon approval of a resolution approving the transaction by shareholders at a general meeting of Essentra, the completion of a group reorganisation to achieve the separation of filters from the remainder of the Essentra group, there not being in force any applicable law that prohibits or renders illegal the sale or purchase of shares. The Board expects that, subject to the satisfaction and/or waiver (where applicable) of the conditions to the transaction, completion will occur no later than January 31, 2023. Essentra has agreed to pay a fee of £5 million, if, in order to comply with its fiduciary duties, the Board exercises its right to withdraw, suspend, qualify or adversely modify or amend its recommendation in relation to the disposal, except to the extent that such change of recommendation is caused by certain breaches of the Centaury Management's obligations under the sale and purchase agreement, or Essentra is, otherwise, entitled to terminate the sale and purchase Agreement pursuant to its terms. The transaction is expected to complete no later than 31 January 2023. As of October 21, 2022, Essentra plc is pleased to announce that a shareholder circular relating to the disposal has been approved by the Financial Conduct Authority and has been published. Essentra's board considers the disposal and the resolution necessary to implement the disposal to be in the best interests of the company and its shareholders as a whole and unanimously recommends that shareholders vote in favour of the Resolution at the General Meeting. As of November 9, 2022, the transaction has been approved by the shareholders of Essentra plc. Peel Hunt LLP is acting as sole sponsor to Essentra plc. Goldman Sachs International and Lazard & Co., Limited acted as financial advisor to Essentra plc. A team led by Jeff Twentyman and Sally Wokes of Slaughter and May acted as legal advisors to Essentra plc. Centaury Management Limited completed the acquisition of Filters business from Essentra plc (LSE:ESNT) on December 5, 2022.
お知らせ • Dec 02Essentra plc (LSE:ESNT) acquired Wixroyd Holdings Limited for £36.5 million.Essentra plc (LSE:ESNT) acquired Wixroyd Holdings Limited for £36.5 million on December 1, 2022. The consideration payable for the Wixroyd Group comprises an initial cash consideration of £29.5 million and up to £7.0 million deferred earn-out consideration on a cash-free, debt-free basis. The deferred earn-out consideration is conditional on achieving certain performance criteria for the 12 month period commencing 1 January 2023, which would exceed the base case. The initial acquisition consideration, and any subsequent conditional consideration will be financed from Essentra's existing cash flow and debt facilities. The acquisition constitutes a Class 2 transaction for the purposes of the UK Financial Authority's Listing Rules. For the year ended 31 December 2021, the Wixroyd Group generated revenue of £10.4 million, and EBITDA of £2.6 million. Essentra plc (LSE:ESNT) completed the acquisition of Wixroyd Holdings Limited on December 1, 2022.
Buying Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €3.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 64% in 2 years. Earnings is forecast to grow by 109% in the next 2 years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 22Essentra plc, Annual General Meeting, Nov 09, 2022Essentra plc, Annual General Meeting, Nov 09, 2022, at 12:00 Coordinated Universal Time. Location: Peel Hunt LLP 100 Liverpool St London United Kingdom
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 38% share price gain to €2.60, the stock trades at a trailing P/E ratio of 63.7x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.27 per share.
お知らせ • Oct 05Centaury Management Limited entered into a sale and purchase agreement to acquire Filters business from Essentra plc (LSE:ESNT) for £220 million.Centaury Management Limited entered into a sale and purchase agreement to acquire Filters business from Essentra plc (LSE:ESNT) for £220 million on October 2, 2022. Under the terms of agreement Centaury Management will pay £200 million initial consideration, subject to adjustments after completion by way of a customary completion accounts mechanic in relation to cash, debt and working capital, and up to £20 million deferred earn-out consideration payable in two tranches of up to £10 million for each of 2023 and 2024, respectively. The customary adjustments, which are expected to reduce the initial cash consideration by approximately £35 million, will include certain pension and other liabilities, including approximately £16 million of International Financial Reporting Standards 16 lease liabilities, which will transfer out of the Group. The assets were valued at an enterprise value of up to £262.1 million which is based on 100% consolidation of joint venture entities China Tobacco Essentra (Xiamen) Filters Co., Ltd and ITC Essentra Limited, which are accounted for as subsidiaries of Essentra in its consolidated financial statements due to a control achieved via board membership. Of this £262.1 million enterprise value, £42.1 million relates to the Filters' business non-controlling interests in the joint ventures. Centaury Management Limited is performing the acquisition through Frank Acquisition Four Limited. The transaction is conditional upon Approval of a resolution approving the transaction by shareholders at a General Meeting of Essentra, the completion of a group reorganisation to achieve the separation of filters from the remainder of the Essentra group, there not being in force any applicable law that prohibits or renders illegal the sale or purchase of shares. The Board expects that, subject to the satisfaction and/or waiver (where applicable) of the conditions to the transaction, completion will occur no later than January 31, 2023. Essentra has agreed to pay a fee of £5 million, if, in order to comply with its fiduciary duties, the Board exercises its right to withdraw, suspend, qualify or adversely modify or amend its recommendation in relation to the disposal, except to the extent that such change of recommendation is caused by certain breaches of the Centaury Management 's obligations under the Sale and Purchase Agreement, or Essentra is otherwise entitled to terminate the Sale and Purchase Agreement pursuant to its terms. The transaction is expected to complete no later than 31 January 2023. Peel Hunt LLP is acting as sole sponsor to Essentra plc. Goldman Sachs International and Lazard & Co., Limited acted as financial advisor to Essentra plc.
Upcoming Dividend • Sep 15Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.9%).
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €2.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 9x in the Chemicals industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.89 per share.
Reported Earnings • Aug 18First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021)First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • May 20+ 1 more updateEssentra plc Announces Management ChangesEssentra plc announced that following the conclusion of the Company's AGM, held on May 19, 2022, the Board confirm that Jack Clarke is now Executive Director of Essentra plc. Lily Liu has now stepped down as Executive Director. Nicki Demby has also stepped down as a Non-Executive Director, both advised previously. As a result of the above changes, the Board committee composition has also changed. Ralf Wunderlich is the Chair of the Remuneration Committee, Mary Reilly and Dupsy Abiola are members. Mary Reilly remains Chair of the Audit and Risk Committee, with Adrian Peace as a new member and Ralf Wunderlich as an existing member. Ralf Wunderlich remains Chair of the Sustainability Committee, with existing members, Paul Forman, Adrian Peace, Jon Green, Mary Reilly and Dupsy Abiola. Paul Lester continues to attend all meetings as an invitee. Paul Lester continues to serve as the Nomination Committee Chair, with Ralf Wunderlich, Mary Reilly, Dupsy Abiola, Adrian Peace and Paul Forman as members.
Board Change • Apr 27Less 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. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21Essentra plc to Report First Half, 2022 Results on Aug 03, 2022Essentra plc announced that they will report first half, 2022 results on Aug 03, 2022
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (4.9%).
Board Change • Apr 09Less 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. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% 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 8.8%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 07Essentra plc Maintain Earnings Guidance for the Fourth Quarter 2021Essentra plc maintained earnings guidance for the fourth quarter 2021. The maintain guidance for the quarter, margin will be slightly below 8%.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.40, the stock trades at a trailing P/E ratio of 47.8x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.14 per share.
Upcoming Dividend • Sep 16Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.6%).
Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 01First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Executive Departure • May 27Senior Independent Non-Executive Director has left the companyOn the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (€47k worth at the time). Tommy is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Apr 15Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.5%).
Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3%, compared to a 5.7% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06Essentra plc Announces Board ChangesEssentra plc announced that Tommy Breen will retire as a Non-Executive Director and Senior Independent Director, with effect from the conclusion of the Annual General Meeting (AGM) to be held on 20 May 2021. Tommy leaves having served as a Non-Executive Director for six years and as Senior Independent Director. As recently announced, Tommy has taken on the role of Chairman designate at Homeserve plc, and his retirement from the Board of Essentra plc will leave Tommy more time required to commit to his role with Homeserve plc. The board announced that Mary Reilly will become Senior Independent Director upon Tommy's retirement, subject to Mary's re-election at the AGM. Mary is also Chair of the Audit & Risk Committee and Board Employee Champion. Mary has extensive experience of accounting, finance and international management as well as the necessary skills to fulfil the role of Senior Independent Director. The Nomination Committee has initiated a process to appoint a new Non-Executive Director.
お知らせ • Mar 05Essentra plc, Annual General Meeting, May 20, 2021Essentra plc, Annual General Meeting, May 20, 2021. Agenda: To consider retirement of Tommy Breen as Non-Executive Director and Senior Independent Director.
お知らせ • Jan 08Essentra plc to Report Fiscal Year 2020 Results on Feb 26, 2021Essentra plc announced that they will report fiscal year 2020 results on Feb 26, 2021
Is New 90 Day High Low • Dec 04New 90-day high: €3.50The company is up 10.0% from its price of €3.17 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.12 per share.
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 17% share price gain to UK£3.18, the stock is trading at a trailing P/E ratio of 55x, up from the previous P/E ratio of 46.9x. This compares to an average P/E of 26x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 40%.
Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 18% share price gain to UK£3.10, the stock is trading at a trailing P/E ratio of 52.1x, up from the previous P/E ratio of 44.2x. This compares to an average P/E of 26x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 39%.
Valuation Update With 7 Day Price Move • Oct 31Market pulls back on stock over the past weekAfter last week's 15% share price decline to UK£2.50, the stock is trading at a trailing P/E ratio of 46.2x, down from the previous P/E ratio of 54.5x. This compares to an average P/E of 24x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 53%.
Is New 90 Day High Low • Oct 30New 90-day low: €2.62The company is down 20% from its price of €3.29 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.98 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €2.78The company is down 15% from its price of €3.28 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.02 per share.
お知らせ • Sep 21Essentra plc has completed a Follow-on Equity Offering in the amount of £99.999999 million.Essentra plc has completed a Follow-on Equity Offering in the amount of £99.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 38,461,538 Price\Range: £2.6 Transaction Features: Regulation S; Subsequent Direct Listing