View Future GrowthOmnia Holdings 過去の業績過去 基準チェック /56Omnia Holdingsは、平均年間7.8%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間4.4% 4.1%収益成長率で 成長しています。 Omnia Holdingsの自己資本利益率は12.8%であり、純利益率は5.6%です。主要情報7.82%収益成長率8.96%EPS成長率Chemicals 業界の成長12.41%収益成長率4.06%株主資本利益率12.78%ネット・マージン5.57%次回の業績アップデート09 Nov 2026最近の業績更新Reported Earnings • Jun 09Full year 2026 earnings released: EPS: R8.61 (vs R6.92 in FY 2025)Full year 2026 results: EPS: R8.61 (up from R6.92 in FY 2025). Revenue: R24.2b (up 6.1% from FY 2025). Net income: R1.39b (up 26% from FY 2025). Profit margin: 5.7% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 09+ 1 more updateOmnia Holdings Limited to Report Q2, 2027 Results on Nov 09, 2026Omnia Holdings Limited announced that they will report Q2, 2027 results on Nov 09, 2026お知らせ • May 21Omnia Holdings Limited to Report First Half, 2026 Results on Nov 14, 2025Omnia Holdings Limited announced that they will report first half, 2026 results on Nov 14, 2025Reported Earnings • Nov 16First half 2025 earnings released: EPS: R2.90 (vs R2.85 in 1H 2024)First half 2025 results: EPS: R2.90 (up from R2.85 in 1H 2024). Revenue: R10.9b (up 4.6% from 1H 2024). Net income: R462.0m (flat on 1H 2024). Profit margin: 4.2% (down from 4.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 11Full year 2024 earnings released: EPS: R7.05 (vs R6.92 in FY 2023)Full year 2024 results: EPS: R7.05 (up from R6.92 in FY 2023). Revenue: R22.2b (down 16% from FY 2023). Net income: R1.16b (up 3.2% from FY 2023). Profit margin: 5.2% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jan 27+ 3 more updatesOmnia Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Omnia Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024すべての更新を表示Recent updatesDeclared Dividend • Jun 10Dividend of R7.50 announcedShareholders will receive a dividend of R7.50. Ex-date: 12th August 2026 Payment date: 17th August 2026 Dividend yield will be 136%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 10Omnia Holdings Ltd. Declares Special Cash Dividend for the Year Ended 31 March 2026, Payable on 17 August 2026Omnia Holdings Limited has declared a special gross dividend of 280 cents (FY2025: 275 cents) per ordinary share, payable in cash from income in respect of the year ended 31 March 2026. The gross dividend is subject to local dividends tax of 20% (FY2025: 20%) for those shareholders to whom local dividends tax is applicable. Last day to trade cum dividend is 11 August 2026. Shares trade ex-dividend 12 August 2026. Record date is 14 August 2026. Payment date is 17 August 2026. Share certificates may not be dematerialised or materialised between 12 August 2026 and 14 August 2026, both dates inclusive.Reported Earnings • Jun 09Full year 2026 earnings released: EPS: R8.61 (vs R6.92 in FY 2025)Full year 2026 results: EPS: R8.61 (up from R6.92 in FY 2025). Revenue: R24.2b (up 6.1% from FY 2025). Net income: R1.39b (up 26% from FY 2025). Profit margin: 5.7% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 09+ 1 more updateOmnia Holdings Limited to Report Q2, 2027 Results on Nov 09, 2026Omnia Holdings Limited announced that they will report Q2, 2027 results on Nov 09, 2026New Risk • May 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Ronel van Dijk was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 09Public Investment Corporation Limited acquired an additional minority stake in Omnia Holdings Limited (JSE:OMN).Public Investment Corporation Limited acquired an additional minority stake in Omnia Holdings Limited (JSE:OMN) on March 9, 2026. Public Investment Corporation Limited now holds in aggregate 20.054% of Omnia’s ordinary shares in issue. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Omnia Holdings Limited (JSE:OMN) on March 9, 2026.お知らせ • Jul 23Omnia Holdings Limited, Annual General Meeting, Sep 11, 2025Omnia Holdings Limited, Annual General Meeting, Sep 11, 2025.お知らせ • Jul 22Omnia Holdings Limited Announces Directorate and Committee ChangesOmnia Holdings Limited advised that Mr. Bowen and Mr. Mncwango will not be standing for re-election at the forthcoming annual general meeting of Omnia, having served on the board of directors of Omnia ("Board") for 14 and 15 years respectively. Accordingly, they will retire as directors of the Company. In addition, Mr. Bowen will step down as a member of the audit and risk committee with effect from 11 September 2025.お知らせ • Jun 09+ 1 more updateOmnia Holdings Ltd. Declares Special Cash Dividend for the Year Ended 31 March 2025, Payable on 18 August 2025The board of Omnia has declared a special gross dividend of 275 cents (FY2024: 325 cents) per ordinary share, payable in cash from income in respect of the year ended 31 March 2025. The gross dividend is subject to local dividends tax of 20% (FY2024: 20%) for those shareholders to whom local dividends tax is applicable. Last day to trade cum dividend is 12 August 2025. Shares trade ex-dividend 13 August 2025. Record date is 15 August 2025. Payment date is 18 August 2025. Share certificates may not be dematerialised or materialised between 13 August 2025 and 15 August 2025, both dates inclusive.お知らせ • May 21Omnia Holdings Limited to Report First Half, 2026 Results on Nov 14, 2025Omnia Holdings Limited announced that they will report first half, 2026 results on Nov 14, 2025お知らせ • Apr 08Foord Asset Management (Pty) Limited acquired an unknown minority stake in Omnia Holdings Limited (JSE:OMN).Foord Asset Management (Pty) Limited acquired an unknown minority stake in Omnia Holdings Limited (JSE:OMN) on April 8, 2025. Foord Asset Management (Pty) Limited completed the acquisition of an unknown minority stake in Omnia Holdings Limited (JSE:OMN) on April 8, 2025.Reported Earnings • Nov 16First half 2025 earnings released: EPS: R2.90 (vs R2.85 in 1H 2024)First half 2025 results: EPS: R2.90 (up from R2.85 in 1H 2024). Revenue: R10.9b (up 4.6% from 1H 2024). Net income: R462.0m (flat on 1H 2024). Profit margin: 4.2% (down from 4.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 07Upcoming dividend of R7.00 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 19 August 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (5.6%).Buy Or Sell Opportunity • Jul 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €3.26. The fair value is estimated to be €2.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%.Declared Dividend • Jun 12Dividend of R7.00 announcedShareholders will receive a dividend of R7.00. Ex-date: 14th August 2024 Payment date: 19th August 2024 Dividend yield will be 250%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 11Full year 2024 earnings released: EPS: R7.05 (vs R6.92 in FY 2023)Full year 2024 results: EPS: R7.05 (up from R6.92 in FY 2023). Revenue: R22.2b (down 16% from FY 2023). Net income: R1.16b (up 3.2% from FY 2023). Profit margin: 5.2% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Jun 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Apr 27Omnia Holdings Limited Announces Appointment of Altovise Alaxa Ellis as Company Secretary, Effective May 1, 2024Omnia Holdings Limited announced that Ms. Altovise Alaxa Ellis has been appointed as the company's company secretary with effect from 1 May 2024. Tovi, who holds a BCom (Marketing Management) from UNISA, together with a postgraduate CIS qualification from the Chartered Governance Institute of South Africa and an Advanced Certificate in Company Law from the University of the Witwatersrand, has been the deputy company secretary of Omnia since February 2022. Prior to joining Omnia, Tovi gained valuable experience in various company secretarial positions in financial services firms, as well as having fulfilled a number of other roles at public and private institutions.Buy Or Sell Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock has risen 4.2% to €2.96. The fair value is estimated to be €3.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to decline by 8.8% in a year. Earnings are forecast to grow by 11% in the next year.お知らせ • Jan 27+ 3 more updatesOmnia Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Omnia Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024Recent Insider Transactions • Dec 08CEO & Executive Director recently sold €634k worth of stockOn the 4th of December, Thanaseelan Gobalsamy sold around 218k shares on-market at roughly €2.91 per share. This transaction amounted to 8.1% 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 Thanaseelan's only on-market trade for the last 12 months.Reported Earnings • Nov 21First half 2024 earnings released: EPS: R2.85 (vs R3.04 in 1H 2023)First half 2024 results: EPS: R2.85 (down from R3.04 in 1H 2023). Revenue: R10.4b (down 14% from 1H 2023). Net income: R460.0m (down 7.1% from 1H 2023). Profit margin: 4.4% (up from 4.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 22Public Investment Corporation Limited acquired an additional unknown minority stake in Omnia Holdings Limited (JSE:OMN).Omnia Holdings Limited (JSE : OMN) acquired an additional unknown minority stake in Omnia Holdings Limited (JSE:OMN) on October 20, 2023. Public Investment Corporation Limited completed the acquisition of an additional unknown minority stake in Omnia Holdings Limited (JSE:OMN) on October 20, 2023.お知らせ • Oct 14An unknown buyer acquired unknown stake in Omnia Holdings Limited (JSE:OMN) from Public Investment Corporation Limited.An unknown buyer acquired unknown stake in Omnia Holdings Limited (JSE:OMN) from Public Investment Corporation Limited on October 13, 2023.An unknown buyer completed the acquisition of unknown stake in Omnia Holdings Limited (JSE:OMN) from Public Investment Corporation Limited on October 13, 2023.お知らせ • Sep 22Omnia Holdings Limited to Report Q2, 2024 Results on Nov 20, 2023Omnia Holdings Limited announced that they will report Q2, 2024 results on Nov 20, 2023Upcoming Dividend • Aug 01Upcoming dividend of R3.75 per share at 6.3% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (5.6%).Recent Insider Transactions • Jun 30Group Financial Director & Director recently sold €161k worth of stockOn the 23rd of June, Stephanus Serfontein sold around 57k shares on-market at roughly €2.84 per share. This transaction amounted to 18% 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 Stephanus' only on-market trade for the last 12 months.Reported Earnings • Jun 21Full year 2023 earnings released: EPS: R6.92 (vs R6.53 in FY 2022)Full year 2023 results: EPS: R6.92 (up from R6.53 in FY 2022). Revenue: R26.6b (up 24% from FY 2022). Net income: R1.17b (up 9.0% from FY 2022). Profit margin: 4.4% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Board Change • Apr 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Ronel van Dijk was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 21CEO & Executive Director recently sold €464k worth of stockOn the 16th of September, Thanaseelan Gobalsamy sold around 124k shares on-market at roughly €3.73 per share. This transaction amounted to 5.1% 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 Thanaseelan's only on-market trade for the last 12 months.お知らせ • Jul 30Omnia Holdings Limited, Annual General Meeting, Sep 21, 2022Omnia Holdings Limited, Annual General Meeting, Sep 21, 2022, at 10:00 South Africa Standard Time.Upcoming Dividend • Jul 20Upcoming dividend of R8.00 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 01 August 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (5.9%).Reported Earnings • Jun 22Full year 2022 earnings released: EPS: R6.55 (vs R3.94 in FY 2021)Full year 2022 results: EPS: R6.55 (up from R3.94 in FY 2021). Revenue: R21.4b (up 21% from FY 2021). Net income: R1.09b (up 66% from FY 2021). Profit margin: 5.1% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22Omnia Holdings Limited Announces Board Changes, Effective September 21, 2022Omnia Holdings Limited announced the appointment of Ms. Tina Eboka as Chairperson-designate. On 21 September 2022, Ms. Eboka will succeed Mr. Ralph Havenstein, who will be retiring from the Board following the Group's Annual General Meeting. Ms. Eboka has served as an Independent Non-executive Director of the Omnia Board for over six years and is a recognised and respected business leader. Her diverse experience extends across both the private and public sector, having served in various executive and non-executive roles across a number of industries. She holds a Master of Business Administration qualification and Bachelor of Science degrees in both Industrial and Textile Engineering from Philadelphia University as well as executive certificates from Harvard Business School and Georgetown University. Mr. Havenstein was appointed as Chairperson in mid-2019; a time when the company was initiating its turnaround plan and journey to financial recovery. In addition to her current role as Chairperson-designate, Ms. Eboka serves on the boards of TymeBank, TymeBank Holdings and Reunert Group.お知らせ • Jun 07Omnia Holdings Limited to Report Fiscal Year 2022 Results on Jun 20, 2022Omnia Holdings Limited announced that they will report fiscal year 2022 results on Jun 20, 2022お知らせ • Apr 21An unknown buyer acquired an unknown stake in Omnia Holdings Limited (JSE : OMN) from Camissa Asset Management Proprietary Limited.An unknown buyer acquired an unknown stake in Omnia Holdings Limited (JSE : OMN) from Camissa Asset Management Proprietary Limited on April 20, 2022. Post disposal, Camissa Asset Management’s total beneficial interest in the Omnia is now 9.89%. An unknown buyer completed the acquisition of an unknown stake in Omnia Holdings Limited (JSE : OMN) from Camissa Asset Management Proprietary Limited on April 20, 2022.Recent Insider Transactions • Sep 03CEO & Executive Director recently bought €486k worth of stockOn the 1st of September, Thanaseelan Gobalsamy bought around 159k shares on-market at roughly €3.06 per share. This was the largest purchase by an insider in the last 3 months. This was Thanaseelan's only on-market trade for the last 12 months.Upcoming Dividend • Aug 04Upcoming dividend of R6.00 per shareEligible shareholders must have bought the stock before 11 August 2021. Payment date: 16 August 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.5%).Board Change • Jul 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Group Financial Director & Director Stephan Serfontein was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 24Full year 2021 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R17.8b (down 5.1% from FY 2020). Net income: R658.0m (up 431% from FY 2020). Profit margin: 3.7% (up from 0.7% in FY 2020).お知らせ • Jun 12Omnia Holdings Limited Provides Earnings Guidance for the Year Ended March 31, 2021Omnia Holdings Limited provided earnings guidance for the year ended March 31, 2021. Total earnings per share is expected to increase by between 724% and 744%, from earnings per share of 99 cents for the year ended 31 March 2020, to earnings per share of between 816 cents and 836 cents for the year ended 31 March 2021; Total headline earnings per share is expected to increase by between 86% and 106%, from a headline earnings per share of 189 cents for the year ended 31 March 2020, to headline earnings per share of between 352 cents and 390 cents for the year ended 31 March 2021; Earnings per share from continuing operations is expected to increase by between 503% and 523%, from earnings per share of 64 cents for the year ended 31 March 2020, to earnings per share of between 386 cents and 399 cents for the year ended 31 March 2021; and Headline earnings per share from continuing operations is expected to increase by between 141% and 161%, from a headline earnings per share of 154 cents for the year ended 31 March 2020, to headline earnings per share of between 371 cents and 402 cents for the year ended 31 March 2021.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to R3.30, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 25x in the Chemicals industry in Germany. Total loss to shareholders of 41% over the past three years.Executive Departure • Feb 04Independent Non-Executive Director has left the companyOn the 1st of February, Linda de Beer's tenure as Independent Non-Executive Director ended after 3.2 years in the role. We don't have any record of a personal shareholding under Linda's name. A total of 3 executives have left over the last 12 months.Reported Earnings • Jan 30First half 2021 earnings released: EPS R1.43 (vs R0.31 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: R8.19b (down 1.6% from 1H 2020). Net income: R239.0m (up R213.0m from 1H 2020). Profit margin: 2.9% (up from 0.3% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 79% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.お知らせ • Jan 28Omnia Holdings Limited(JSE:OMN) dropped from FTSE All-World Index (USD)Omnia Holdings Limited(JSE:OMN) dropped from FTSE All-World Index (USD)Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to R2.52, the stock is trading at a trailing P/E ratio of 49.8x, up from the previous P/E ratio of 43.1x. 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 58%.Valuation Update With 7 Day Price Move • Dec 03Market pulls back on stock over the past weekAfter last week's 17% share price decline to R2.26, the stock is trading at a trailing P/E ratio of 43.3x, down from the previous P/E ratio of 52.1x. This compares to an average P/E of 27x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 62%.Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 20% share price gain to R2.72, the stock is trading at a trailing P/E ratio of 49.9x, up from the previous P/E ratio of 41.5x. This compares to an average P/E of 27x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 54%.お知らせ • Nov 25Omnia Holdings Limited Announces Board Changes, Effective from 1 February 2021Ms Linda de Beer has tendered her resignation from the board of Omnia with effect from 1 February 2021. Mr. George Cavaleros will assume the chair of the Audit Committee with effect from 1 February 2021.Is New 90 Day High Low • Nov 14New 90-day high: €2.24The company is up 81% from its price of €1.24 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 7.0% over the same period.お知らせ • Nov 10Omnia Holdings Limited to Report First Half, 2021 Results on Nov 24, 2020Omnia Holdings Limited announced that they will report first half, 2021 results on Nov 24, 2020Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 25% share price gain to R1.91, the stock is trading at a trailing P/E ratio of 37.8x, up from the previous P/E ratio of 30.2x. 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 68%.Is New 90 Day High Low • Oct 05New 90-day high: €1.55The company is up 11% from its price of €1.40 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period.お知らせ • Sep 24Omnia Holdings Limited Announces Board AppointmentsOmnia Holdings Limited at its AGM held on September 23, 2020 shareholders appointed S Serfontein, Z Swanepoel, G Cavaleros, L de Beer as member and chair of the Audit Committee, R Bowen,T Eboka and G Cavaleros are member of the Audit Committee.お知らせ • Sep 22Frank Butler to Retire from Board of Directors of Omnia Holdings LimitedOmnia Holdings Limited announced that Mr. Frank Butler has indicated that he will be retiring from the board of directors of the Company at the annual general meeting of shareholders to be held on 23 September 2020. Frank has served on the Omnia board since September 2002, most recently as chair of the Social, Ethics and Risk Committee, and the board thanks him for 18 years of dedication and valuable contribution to Omnia. Mr. Bernard Swanepoel, who serves currently as an independent non-executive director of the Company, will assume the chair of the Social, Ethics and Risk Committee subsequent to the conclusion of the AGM.Is New 90 Day High Low • Sep 18New 90-day high: €1.46The company is up 25% from its price of €1.17 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.収支内訳Omnia Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:OHZ 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費31 Mar 2624,2001,3483,387031 Dec 2523,6541,2483,385030 Sep 2523,1071,1473,311030 Jun 2522,9631,1233,390031 Mar 2522,8181,0983,469031 Dec 2422,7611,1183,424030 Sep 2422,7041,1383,415030 Jun 2422,4621,1373,302031 Mar 2422,2191,1363,188031 Dec 2323,5381,1133,086030 Sep 2324,8561,0892,983030 Jun 2325,7141,1072,982031 Mar 2326,5721,1242,980031 Dec 2225,1361,1122,943030 Sep 2223,6991,1002,935030 Jun 2222,5681,0862,887031 Mar 2221,4371,0722,838031 Dec 2119,7309542,976030 Sep 2118,7608602,834030 Jun 2117,5987342,757031 Mar 2116,4366072,679031 Dec 2017,1264502,470030 Sep 2017,0772682,512030 Jun 2017,4501752,632031 Mar 2017,823812,751031 Dec 1918,061-1063,099030 Sep 1918,298-2933,447030 Jun 1918,463-3533,544031 Mar 1918,628-4143,640031 Dec 1818,474-633,476030 Sep 1818,3202873,312030 Jun 1817,8464773,180031 Mar 1817,3726663,048031 Dec 1716,7006622,926030 Sep 1716,0286572,803030 Jun 1716,1496252,675031 Mar 1716,2695932,547031 Dec 1616,6185612,500030 Sep 1616,9675292,453030 Jun 1616,8715852,444031 Mar 1616,7746412,434031 Dec 1516,8897542,455030 Sep 1517,0048662,4750質の高い収益: OHZは 高品質の収益 を持っています。利益率の向上: OHZの現在の純利益率 (5.6%)は、昨年(4.8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: OHZの収益は過去 5 年間で年間7.8%増加しました。成長の加速: OHZの過去 1 年間の収益成長率 ( 22.8% ) は、5 年間の平均 ( 年間7.8%を上回っています。収益対業界: OHZの過去 1 年間の収益成長率 ( 22.8% ) はChemicals業界-13.5%を上回りました。株主資本利益率高いROE: OHZの 自己資本利益率 ( 12.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/07/13 02:22終値2026/07/13 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Omnia Holdings Limited 1 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。4 アナリスト機関Gerhard EngelbrechtAbsa Bank LimitedRowan GoellerChronux ResearchGerhard EngelbrechtMacquarie Research1 その他のアナリストを表示
Reported Earnings • Jun 09Full year 2026 earnings released: EPS: R8.61 (vs R6.92 in FY 2025)Full year 2026 results: EPS: R8.61 (up from R6.92 in FY 2025). Revenue: R24.2b (up 6.1% from FY 2025). Net income: R1.39b (up 26% from FY 2025). Profit margin: 5.7% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 09+ 1 more updateOmnia Holdings Limited to Report Q2, 2027 Results on Nov 09, 2026Omnia Holdings Limited announced that they will report Q2, 2027 results on Nov 09, 2026
お知らせ • May 21Omnia Holdings Limited to Report First Half, 2026 Results on Nov 14, 2025Omnia Holdings Limited announced that they will report first half, 2026 results on Nov 14, 2025
Reported Earnings • Nov 16First half 2025 earnings released: EPS: R2.90 (vs R2.85 in 1H 2024)First half 2025 results: EPS: R2.90 (up from R2.85 in 1H 2024). Revenue: R10.9b (up 4.6% from 1H 2024). Net income: R462.0m (flat on 1H 2024). Profit margin: 4.2% (down from 4.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 11Full year 2024 earnings released: EPS: R7.05 (vs R6.92 in FY 2023)Full year 2024 results: EPS: R7.05 (up from R6.92 in FY 2023). Revenue: R22.2b (down 16% from FY 2023). Net income: R1.16b (up 3.2% from FY 2023). Profit margin: 5.2% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jan 27+ 3 more updatesOmnia Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Omnia Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024
Declared Dividend • Jun 10Dividend of R7.50 announcedShareholders will receive a dividend of R7.50. Ex-date: 12th August 2026 Payment date: 17th August 2026 Dividend yield will be 136%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 10Omnia Holdings Ltd. Declares Special Cash Dividend for the Year Ended 31 March 2026, Payable on 17 August 2026Omnia Holdings Limited has declared a special gross dividend of 280 cents (FY2025: 275 cents) per ordinary share, payable in cash from income in respect of the year ended 31 March 2026. The gross dividend is subject to local dividends tax of 20% (FY2025: 20%) for those shareholders to whom local dividends tax is applicable. Last day to trade cum dividend is 11 August 2026. Shares trade ex-dividend 12 August 2026. Record date is 14 August 2026. Payment date is 17 August 2026. Share certificates may not be dematerialised or materialised between 12 August 2026 and 14 August 2026, both dates inclusive.
Reported Earnings • Jun 09Full year 2026 earnings released: EPS: R8.61 (vs R6.92 in FY 2025)Full year 2026 results: EPS: R8.61 (up from R6.92 in FY 2025). Revenue: R24.2b (up 6.1% from FY 2025). Net income: R1.39b (up 26% from FY 2025). Profit margin: 5.7% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 09+ 1 more updateOmnia Holdings Limited to Report Q2, 2027 Results on Nov 09, 2026Omnia Holdings Limited announced that they will report Q2, 2027 results on Nov 09, 2026
New Risk • May 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Ronel van Dijk was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 09Public Investment Corporation Limited acquired an additional minority stake in Omnia Holdings Limited (JSE:OMN).Public Investment Corporation Limited acquired an additional minority stake in Omnia Holdings Limited (JSE:OMN) on March 9, 2026. Public Investment Corporation Limited now holds in aggregate 20.054% of Omnia’s ordinary shares in issue. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Omnia Holdings Limited (JSE:OMN) on March 9, 2026.
お知らせ • Jul 23Omnia Holdings Limited, Annual General Meeting, Sep 11, 2025Omnia Holdings Limited, Annual General Meeting, Sep 11, 2025.
お知らせ • Jul 22Omnia Holdings Limited Announces Directorate and Committee ChangesOmnia Holdings Limited advised that Mr. Bowen and Mr. Mncwango will not be standing for re-election at the forthcoming annual general meeting of Omnia, having served on the board of directors of Omnia ("Board") for 14 and 15 years respectively. Accordingly, they will retire as directors of the Company. In addition, Mr. Bowen will step down as a member of the audit and risk committee with effect from 11 September 2025.
お知らせ • Jun 09+ 1 more updateOmnia Holdings Ltd. Declares Special Cash Dividend for the Year Ended 31 March 2025, Payable on 18 August 2025The board of Omnia has declared a special gross dividend of 275 cents (FY2024: 325 cents) per ordinary share, payable in cash from income in respect of the year ended 31 March 2025. The gross dividend is subject to local dividends tax of 20% (FY2024: 20%) for those shareholders to whom local dividends tax is applicable. Last day to trade cum dividend is 12 August 2025. Shares trade ex-dividend 13 August 2025. Record date is 15 August 2025. Payment date is 18 August 2025. Share certificates may not be dematerialised or materialised between 13 August 2025 and 15 August 2025, both dates inclusive.
お知らせ • May 21Omnia Holdings Limited to Report First Half, 2026 Results on Nov 14, 2025Omnia Holdings Limited announced that they will report first half, 2026 results on Nov 14, 2025
お知らせ • Apr 08Foord Asset Management (Pty) Limited acquired an unknown minority stake in Omnia Holdings Limited (JSE:OMN).Foord Asset Management (Pty) Limited acquired an unknown minority stake in Omnia Holdings Limited (JSE:OMN) on April 8, 2025. Foord Asset Management (Pty) Limited completed the acquisition of an unknown minority stake in Omnia Holdings Limited (JSE:OMN) on April 8, 2025.
Reported Earnings • Nov 16First half 2025 earnings released: EPS: R2.90 (vs R2.85 in 1H 2024)First half 2025 results: EPS: R2.90 (up from R2.85 in 1H 2024). Revenue: R10.9b (up 4.6% from 1H 2024). Net income: R462.0m (flat on 1H 2024). Profit margin: 4.2% (down from 4.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 07Upcoming dividend of R7.00 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 19 August 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (5.6%).
Buy Or Sell Opportunity • Jul 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €3.26. The fair value is estimated to be €2.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%.
Declared Dividend • Jun 12Dividend of R7.00 announcedShareholders will receive a dividend of R7.00. Ex-date: 14th August 2024 Payment date: 19th August 2024 Dividend yield will be 250%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 11Full year 2024 earnings released: EPS: R7.05 (vs R6.92 in FY 2023)Full year 2024 results: EPS: R7.05 (up from R6.92 in FY 2023). Revenue: R22.2b (down 16% from FY 2023). Net income: R1.16b (up 3.2% from FY 2023). Profit margin: 5.2% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Jun 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Apr 27Omnia Holdings Limited Announces Appointment of Altovise Alaxa Ellis as Company Secretary, Effective May 1, 2024Omnia Holdings Limited announced that Ms. Altovise Alaxa Ellis has been appointed as the company's company secretary with effect from 1 May 2024. Tovi, who holds a BCom (Marketing Management) from UNISA, together with a postgraduate CIS qualification from the Chartered Governance Institute of South Africa and an Advanced Certificate in Company Law from the University of the Witwatersrand, has been the deputy company secretary of Omnia since February 2022. Prior to joining Omnia, Tovi gained valuable experience in various company secretarial positions in financial services firms, as well as having fulfilled a number of other roles at public and private institutions.
Buy Or Sell Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock has risen 4.2% to €2.96. The fair value is estimated to be €3.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to decline by 8.8% in a year. Earnings are forecast to grow by 11% in the next year.
お知らせ • Jan 27+ 3 more updatesOmnia Holdings Limited to Report First Half, 2025 Results on Nov 12, 2024Omnia Holdings Limited announced that they will report first half, 2025 results on Nov 12, 2024
Recent Insider Transactions • Dec 08CEO & Executive Director recently sold €634k worth of stockOn the 4th of December, Thanaseelan Gobalsamy sold around 218k shares on-market at roughly €2.91 per share. This transaction amounted to 8.1% 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 Thanaseelan's only on-market trade for the last 12 months.
Reported Earnings • Nov 21First half 2024 earnings released: EPS: R2.85 (vs R3.04 in 1H 2023)First half 2024 results: EPS: R2.85 (down from R3.04 in 1H 2023). Revenue: R10.4b (down 14% from 1H 2023). Net income: R460.0m (down 7.1% from 1H 2023). Profit margin: 4.4% (up from 4.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 22Public Investment Corporation Limited acquired an additional unknown minority stake in Omnia Holdings Limited (JSE:OMN).Omnia Holdings Limited (JSE : OMN) acquired an additional unknown minority stake in Omnia Holdings Limited (JSE:OMN) on October 20, 2023. Public Investment Corporation Limited completed the acquisition of an additional unknown minority stake in Omnia Holdings Limited (JSE:OMN) on October 20, 2023.
お知らせ • Oct 14An unknown buyer acquired unknown stake in Omnia Holdings Limited (JSE:OMN) from Public Investment Corporation Limited.An unknown buyer acquired unknown stake in Omnia Holdings Limited (JSE:OMN) from Public Investment Corporation Limited on October 13, 2023.An unknown buyer completed the acquisition of unknown stake in Omnia Holdings Limited (JSE:OMN) from Public Investment Corporation Limited on October 13, 2023.
お知らせ • Sep 22Omnia Holdings Limited to Report Q2, 2024 Results on Nov 20, 2023Omnia Holdings Limited announced that they will report Q2, 2024 results on Nov 20, 2023
Upcoming Dividend • Aug 01Upcoming dividend of R3.75 per share at 6.3% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (5.6%).
Recent Insider Transactions • Jun 30Group Financial Director & Director recently sold €161k worth of stockOn the 23rd of June, Stephanus Serfontein sold around 57k shares on-market at roughly €2.84 per share. This transaction amounted to 18% 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 Stephanus' only on-market trade for the last 12 months.
Reported Earnings • Jun 21Full year 2023 earnings released: EPS: R6.92 (vs R6.53 in FY 2022)Full year 2023 results: EPS: R6.92 (up from R6.53 in FY 2022). Revenue: R26.6b (up 24% from FY 2022). Net income: R1.17b (up 9.0% from FY 2022). Profit margin: 4.4% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Ronel van Dijk was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 21CEO & Executive Director recently sold €464k worth of stockOn the 16th of September, Thanaseelan Gobalsamy sold around 124k shares on-market at roughly €3.73 per share. This transaction amounted to 5.1% 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 Thanaseelan's only on-market trade for the last 12 months.
お知らせ • Jul 30Omnia Holdings Limited, Annual General Meeting, Sep 21, 2022Omnia Holdings Limited, Annual General Meeting, Sep 21, 2022, at 10:00 South Africa Standard Time.
Upcoming Dividend • Jul 20Upcoming dividend of R8.00 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 01 August 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (5.9%).
Reported Earnings • Jun 22Full year 2022 earnings released: EPS: R6.55 (vs R3.94 in FY 2021)Full year 2022 results: EPS: R6.55 (up from R3.94 in FY 2021). Revenue: R21.4b (up 21% from FY 2021). Net income: R1.09b (up 66% from FY 2021). Profit margin: 5.1% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22Omnia Holdings Limited Announces Board Changes, Effective September 21, 2022Omnia Holdings Limited announced the appointment of Ms. Tina Eboka as Chairperson-designate. On 21 September 2022, Ms. Eboka will succeed Mr. Ralph Havenstein, who will be retiring from the Board following the Group's Annual General Meeting. Ms. Eboka has served as an Independent Non-executive Director of the Omnia Board for over six years and is a recognised and respected business leader. Her diverse experience extends across both the private and public sector, having served in various executive and non-executive roles across a number of industries. She holds a Master of Business Administration qualification and Bachelor of Science degrees in both Industrial and Textile Engineering from Philadelphia University as well as executive certificates from Harvard Business School and Georgetown University. Mr. Havenstein was appointed as Chairperson in mid-2019; a time when the company was initiating its turnaround plan and journey to financial recovery. In addition to her current role as Chairperson-designate, Ms. Eboka serves on the boards of TymeBank, TymeBank Holdings and Reunert Group.
お知らせ • Jun 07Omnia Holdings Limited to Report Fiscal Year 2022 Results on Jun 20, 2022Omnia Holdings Limited announced that they will report fiscal year 2022 results on Jun 20, 2022
お知らせ • Apr 21An unknown buyer acquired an unknown stake in Omnia Holdings Limited (JSE : OMN) from Camissa Asset Management Proprietary Limited.An unknown buyer acquired an unknown stake in Omnia Holdings Limited (JSE : OMN) from Camissa Asset Management Proprietary Limited on April 20, 2022. Post disposal, Camissa Asset Management’s total beneficial interest in the Omnia is now 9.89%. An unknown buyer completed the acquisition of an unknown stake in Omnia Holdings Limited (JSE : OMN) from Camissa Asset Management Proprietary Limited on April 20, 2022.
Recent Insider Transactions • Sep 03CEO & Executive Director recently bought €486k worth of stockOn the 1st of September, Thanaseelan Gobalsamy bought around 159k shares on-market at roughly €3.06 per share. This was the largest purchase by an insider in the last 3 months. This was Thanaseelan's only on-market trade for the last 12 months.
Upcoming Dividend • Aug 04Upcoming dividend of R6.00 per shareEligible shareholders must have bought the stock before 11 August 2021. Payment date: 16 August 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.5%).
Board Change • Jul 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Group Financial Director & Director Stephan Serfontein was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 24Full year 2021 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R17.8b (down 5.1% from FY 2020). Net income: R658.0m (up 431% from FY 2020). Profit margin: 3.7% (up from 0.7% in FY 2020).
お知らせ • Jun 12Omnia Holdings Limited Provides Earnings Guidance for the Year Ended March 31, 2021Omnia Holdings Limited provided earnings guidance for the year ended March 31, 2021. Total earnings per share is expected to increase by between 724% and 744%, from earnings per share of 99 cents for the year ended 31 March 2020, to earnings per share of between 816 cents and 836 cents for the year ended 31 March 2021; Total headline earnings per share is expected to increase by between 86% and 106%, from a headline earnings per share of 189 cents for the year ended 31 March 2020, to headline earnings per share of between 352 cents and 390 cents for the year ended 31 March 2021; Earnings per share from continuing operations is expected to increase by between 503% and 523%, from earnings per share of 64 cents for the year ended 31 March 2020, to earnings per share of between 386 cents and 399 cents for the year ended 31 March 2021; and Headline earnings per share from continuing operations is expected to increase by between 141% and 161%, from a headline earnings per share of 154 cents for the year ended 31 March 2020, to headline earnings per share of between 371 cents and 402 cents for the year ended 31 March 2021.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to R3.30, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 25x in the Chemicals industry in Germany. Total loss to shareholders of 41% over the past three years.
Executive Departure • Feb 04Independent Non-Executive Director has left the companyOn the 1st of February, Linda de Beer's tenure as Independent Non-Executive Director ended after 3.2 years in the role. We don't have any record of a personal shareholding under Linda's name. A total of 3 executives have left over the last 12 months.
Reported Earnings • Jan 30First half 2021 earnings released: EPS R1.43 (vs R0.31 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: R8.19b (down 1.6% from 1H 2020). Net income: R239.0m (up R213.0m from 1H 2020). Profit margin: 2.9% (up from 0.3% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 79% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 28Omnia Holdings Limited(JSE:OMN) dropped from FTSE All-World Index (USD)Omnia Holdings Limited(JSE:OMN) dropped from FTSE All-World Index (USD)
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to R2.52, the stock is trading at a trailing P/E ratio of 49.8x, up from the previous P/E ratio of 43.1x. 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 58%.
Valuation Update With 7 Day Price Move • Dec 03Market pulls back on stock over the past weekAfter last week's 17% share price decline to R2.26, the stock is trading at a trailing P/E ratio of 43.3x, down from the previous P/E ratio of 52.1x. This compares to an average P/E of 27x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 62%.
Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 20% share price gain to R2.72, the stock is trading at a trailing P/E ratio of 49.9x, up from the previous P/E ratio of 41.5x. This compares to an average P/E of 27x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 54%.
お知らせ • Nov 25Omnia Holdings Limited Announces Board Changes, Effective from 1 February 2021Ms Linda de Beer has tendered her resignation from the board of Omnia with effect from 1 February 2021. Mr. George Cavaleros will assume the chair of the Audit Committee with effect from 1 February 2021.
Is New 90 Day High Low • Nov 14New 90-day high: €2.24The company is up 81% from its price of €1.24 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 7.0% over the same period.
お知らせ • Nov 10Omnia Holdings Limited to Report First Half, 2021 Results on Nov 24, 2020Omnia Holdings Limited announced that they will report first half, 2021 results on Nov 24, 2020
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 25% share price gain to R1.91, the stock is trading at a trailing P/E ratio of 37.8x, up from the previous P/E ratio of 30.2x. 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 68%.
Is New 90 Day High Low • Oct 05New 90-day high: €1.55The company is up 11% from its price of €1.40 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period.
お知らせ • Sep 24Omnia Holdings Limited Announces Board AppointmentsOmnia Holdings Limited at its AGM held on September 23, 2020 shareholders appointed S Serfontein, Z Swanepoel, G Cavaleros, L de Beer as member and chair of the Audit Committee, R Bowen,T Eboka and G Cavaleros are member of the Audit Committee.
お知らせ • Sep 22Frank Butler to Retire from Board of Directors of Omnia Holdings LimitedOmnia Holdings Limited announced that Mr. Frank Butler has indicated that he will be retiring from the board of directors of the Company at the annual general meeting of shareholders to be held on 23 September 2020. Frank has served on the Omnia board since September 2002, most recently as chair of the Social, Ethics and Risk Committee, and the board thanks him for 18 years of dedication and valuable contribution to Omnia. Mr. Bernard Swanepoel, who serves currently as an independent non-executive director of the Company, will assume the chair of the Social, Ethics and Risk Committee subsequent to the conclusion of the AGM.
Is New 90 Day High Low • Sep 18New 90-day high: €1.46The company is up 25% from its price of €1.17 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.