Genus（GBE）株式概要ジーナス社は北米、中南米、英国、その他のヨーロッパ、中東、ロシア、アフリカ、アジアで動物遺伝学会社として事業を展開している。 詳細GBE ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より4.4%で取引されている 今年は黒字化を達成 アナリストらは、株価が29.4%上昇するだろうとほぼ一致している。 リスク分析今後3年間の収益は年平均2.7%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るGBE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€27.0013.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7m785m2016201920222025202620282031Revenue UK£784.8mEarnings UK£55.5mAdvancedSet Fair ValueView all narrativesGenus plc 競合他社DarwinSymbol: MUN:7V0Market cap: €85.8m2investSymbol: DB:2INVMarket cap: €44.6mDermapharm HoldingSymbol: XTRA:DMPMarket cap: €2.4bSCHOTT Pharma KGaASymbol: XTRA:1SXPMarket cap: €2.5b価格と性能株価の高値、安値、推移の概要Genus過去の株価現在の株価UK£27.0052週高値UK£36.4052週安値UK£22.40ベータ0.901ヶ月の変化-10.60%3ヶ月変化-25.82%1年変化9.76%3年間の変化-5.06%5年間の変化-52.63%IPOからの変化113.47%最新ニュースBoard Change • 13hLess 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. 5 non-independent directors. Independent Non-Executive Chairman Iain George Ferguson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 24+ 1 more updateHealth Canada and CFIA Announce Completion of Safety Assessments on PRRSV-Resistant Pigs from Genus PLC and PIC Canada, LtdHealth Canada and the Canadian Food Inspection Agency (CFIA) announced the completion of independent, comprehensive safety assessments on pigs resistant to PRRSV following applications from Genus PLC and PIC Canada Ltd., respectively. Health Canada has concluded that foods made from these pigs are as safe and nutritious for people to eat as pork currently available in Canada. The CFIA has confirmed that these pigs are also safe and effective for use in livestock feeds. Improving resistance to PRRSV in pigs will help farmers avoid illness in their herds from these viruses, reduce antibiotic use, and improve animal welfare, while supporting a more stable, affordable and sustainable food supply. Genus PLC's PRRSV-resistant pigs are already permitted for food use in the U.S., Brazil, Colombia and the Dominican Republic. Genus PLC has indicated that even though Canada has approved the sale of PRRSV resistant pigs, the company does not intend to sell these pigs before further regulatory authorization in other key markets. The company and Health Canada are committed to the highest level of transparency and will communicate to the public when this new technology enters the Canadian market. While genetically engineered foods are considered as safe and nutritious as conventional foods, the Government of Canada recognizes that information about genetic engineering is important. That is why have been working with the Canadian General Standards Board since November on a public review of the National Standard for labelling and advertising of foods that are, and are not, products of genetic engineering. The CFIA uses this Standard to provide its guidance to companies on the labelling of foods.お知らせ • Jan 08Genus plc to Report Fiscal Year 2026 Results on Sep 10, 2026Genus plc announced that they will report fiscal year 2026 results on Sep 10, 2026お知らせ • Nov 21+ 1 more updateGenus plc Approves to Appoint Andrew Russell as A DirectorGenus plc announced that at its AGM held on 19 November 2025, the shareholder approved to elect Andrew Russell as a Director of the Company.お知らせ • Nov 20Genus plc Announces Board AppointmentsGenus plc announced the appointment of Dr Celia Baxter to the Board as a Non-Executive Director with effect from 19 November 2025, and the appointment of Dr Robert Reiter as a Non-Executive Director with effect from 1 January 2026. Dr Baxter has had extensive experience inpeople-driven, multisite, manufacturing, services and distribution businesses across business sectors in international FTSE 100 and FTSE 250 companies as well as Big Four consulting, having worked in increasingly senior Human Resources roles at Ford Motor Company, KPMG, Sherwood Computer Services, Tate & Lyle, Enterprise Oil plc, Hays and Bunzl where she was Group Human Resources Director. Dr Baxter has a PhD in Botany from Reading Universityandis currently a non-executive director and remuneration committee chair of Volution Group plc, senior independent director and remuneration committee chair of discoverIE Group plc, and senior independent director and remuneration committee chair of Dowlais Group plc. She was previously a non-executive director of Senior plc, RHI Magnesita NV and Bekaert SA. Dr Baxter brings widespread global experience in Human Resources, Strategy, Branding, Mergers and Acquisitions and Change Management. Dr Reiteris a plant geneticist by training and spent his executive career delivering innovative new technologies and products within crop agriculture, having worked in E.I. DuPont de Nemours, followed by twenty years in increasingly senior scientific and supply chain leadership roles at Monsanto. Bob was the R&D Integration Planning Lead for the Bayer-Monsanto merger, collaborating with Bayer to design a world-class agricultural R&D organisation, overseeing an annual investment portfolio exceeding $2.3 billion. Following the acquisition of Monsanto, Bob became an Executive Vice President leading Research & Development for the combined Bayer Crop Science division, and integrated the two divisions with accountability of over 7,000 employees.お知らせ • Nov 19Genus plc to Report First Half, 2026 Results on Feb 26, 2026Genus plc announced that they will report first half, 2026 results on Feb 26, 2026最新情報をもっと見るRecent updatesBoard Change • 13hLess 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. 5 non-independent directors. Independent Non-Executive Chairman Iain George Ferguson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 24+ 1 more updateHealth Canada and CFIA Announce Completion of Safety Assessments on PRRSV-Resistant Pigs from Genus PLC and PIC Canada, LtdHealth Canada and the Canadian Food Inspection Agency (CFIA) announced the completion of independent, comprehensive safety assessments on pigs resistant to PRRSV following applications from Genus PLC and PIC Canada Ltd., respectively. Health Canada has concluded that foods made from these pigs are as safe and nutritious for people to eat as pork currently available in Canada. The CFIA has confirmed that these pigs are also safe and effective for use in livestock feeds. Improving resistance to PRRSV in pigs will help farmers avoid illness in their herds from these viruses, reduce antibiotic use, and improve animal welfare, while supporting a more stable, affordable and sustainable food supply. Genus PLC's PRRSV-resistant pigs are already permitted for food use in the U.S., Brazil, Colombia and the Dominican Republic. Genus PLC has indicated that even though Canada has approved the sale of PRRSV resistant pigs, the company does not intend to sell these pigs before further regulatory authorization in other key markets. The company and Health Canada are committed to the highest level of transparency and will communicate to the public when this new technology enters the Canadian market. While genetically engineered foods are considered as safe and nutritious as conventional foods, the Government of Canada recognizes that information about genetic engineering is important. That is why have been working with the Canadian General Standards Board since November on a public review of the National Standard for labelling and advertising of foods that are, and are not, products of genetic engineering. The CFIA uses this Standard to provide its guidance to companies on the labelling of foods.お知らせ • Jan 08Genus plc to Report Fiscal Year 2026 Results on Sep 10, 2026Genus plc announced that they will report fiscal year 2026 results on Sep 10, 2026お知らせ • Nov 21+ 1 more updateGenus plc Approves to Appoint Andrew Russell as A DirectorGenus plc announced that at its AGM held on 19 November 2025, the shareholder approved to elect Andrew Russell as a Director of the Company.お知らせ • Nov 20Genus plc Announces Board AppointmentsGenus plc announced the appointment of Dr Celia Baxter to the Board as a Non-Executive Director with effect from 19 November 2025, and the appointment of Dr Robert Reiter as a Non-Executive Director with effect from 1 January 2026. Dr Baxter has had extensive experience inpeople-driven, multisite, manufacturing, services and distribution businesses across business sectors in international FTSE 100 and FTSE 250 companies as well as Big Four consulting, having worked in increasingly senior Human Resources roles at Ford Motor Company, KPMG, Sherwood Computer Services, Tate & Lyle, Enterprise Oil plc, Hays and Bunzl where she was Group Human Resources Director. Dr Baxter has a PhD in Botany from Reading Universityandis currently a non-executive director and remuneration committee chair of Volution Group plc, senior independent director and remuneration committee chair of discoverIE Group plc, and senior independent director and remuneration committee chair of Dowlais Group plc. She was previously a non-executive director of Senior plc, RHI Magnesita NV and Bekaert SA. Dr Baxter brings widespread global experience in Human Resources, Strategy, Branding, Mergers and Acquisitions and Change Management. Dr Reiteris a plant geneticist by training and spent his executive career delivering innovative new technologies and products within crop agriculture, having worked in E.I. DuPont de Nemours, followed by twenty years in increasingly senior scientific and supply chain leadership roles at Monsanto. Bob was the R&D Integration Planning Lead for the Bayer-Monsanto merger, collaborating with Bayer to design a world-class agricultural R&D organisation, overseeing an annual investment portfolio exceeding $2.3 billion. Following the acquisition of Monsanto, Bob became an Executive Vice President leading Research & Development for the combined Bayer Crop Science division, and integrated the two divisions with accountability of over 7,000 employees.お知らせ • Nov 19Genus plc to Report First Half, 2026 Results on Feb 26, 2026Genus plc announced that they will report first half, 2026 results on Feb 26, 2026お知らせ • Oct 10Genus plc, Annual General Meeting, Nov 19, 2025Genus plc, Annual General Meeting, Nov 19, 2025. Location: buchanan communications, 107 cheapside, ec2v 6dn, london United Kingdomお知らせ • Sep 04Genus plc Proposes Final Dividend for the Year 2025, Payable on December 5, 2025Genus plc proposed a final dividend of 21.7 pence per share for 2025. This is subject to shareholders' approval at the AGM and we have therefore not included it as a liability in these Financial Statements. The total proposed and paid dividend for year ended 30 June 2025 is 32.0 pence per share (2024: 32.0 pence per share). It is proposed that the final dividend will be paid on 5 December 2025 to the shareholders on the register at the close of business on 7 November 2025.お知らせ • May 02Genus plc Announces the Update in Relation to Its Innovative Prrs 1 Resistant Pig ProgrammeGenus announced that the U.S. Food and Drug Administration ("FDA") has approved the PRP gene edit for use in the U.S. food supply chain, in line with expectations. This landmark approval follows years of close collaboration with the FDA and is a significant step on the pathway to PRP commercialisation in the U.S. Genus believes successful U.S. commercialisation also requires approvals in key U.S. export markets, being Mexico, Canada and Japan. The Group continues to make progress with regulators in these jurisdictions as well as with other international regulators, including China. Brazil, Colombia and, more recently, the Dominican Republic have already issued positive determinations for PRP, meaning those countries will regulate the PRP the same as any other pigs. PRRS is one of the most devastating global pig diseases and causes suffering and premature death for pigs. Recent research indicates that PRRS also increases the need for antibiotics by more than 200%.お知らせ • Mar 13+ 1 more updateGenus plc Appoints Andy Russell as Chief Financial Officer, Effective August 1, 2025The Board of Genus plc announced that it has appointed Andy Russell as Chief Financial Officer. Andy will commence with Genus and join the Board on 1 August 2025, taking over from Alison Henriksen after she retires from the Company on 31 July 2025, after more than five years in the role. Andy is an experienced CFO, who will join Genus after nearly 12 years with global medical device manufacturer Smith & Nephew plc. He currently serves as Senior Vice President, Group Finance and M&A, operating as deputy to the Group CFO and leading approximately 400 people globally as he oversaw Group reporting, Controllership, FP&A, Tax, Treasury and M&A. This follows a succession of increasingly senior roles within the organisation, including CFO for the Global Orthopedics division, Interim President for EMEA and CFO for EMEA (while also acting as Finance lead for Global M&A and Strategic Projects). Before joining Smith & Nephew, Andy spent 17 years with KPMG, the last three of them as a Director, Transaction Services in the National Markets Division and the Private Equity Group.お知らせ • Feb 26Genus plc Announces Retirement of Jason Chin as Non-Executive Director from the Board, Effective from the End of May 2025Genus plc announced that Professor Jason Chinhas informed the Company of his intention to step down from the Genus Board, effective from the end of May 2025, as he will be taking on a significant new role as Founding Director of the Generative Biology Institute at the Ellison Institute of Technology. Professor Chin has served as a Non-Executive Director, Chairman of the Company's Scientific Advisory Board and advisor to the Company's Global Portfolio Steering Committee for four years. Upon stepping down from the Board, Professor Chin will remain a member of the Scientific Advisory Board. The Board has initiated a comprehensive search for Professor Chin's successor and will provide an update once this process has concluded.お知らせ • Nov 30Genus plc to Report Fiscal Year 2025 Results on Sep 04, 2025Genus plc announced that they will report fiscal year 2025 results on Sep 04, 2025お知らせ • Nov 21Genus plc Declares A Final DividendGenus plc declared a final dividend of 21.7 pence per Ordinary Share, at its AGM held on 20 November 2024.お知らせ • Nov 20Genus plc to Report First Half, 2025 Results on Feb 27, 2025Genus plc announced that they will report first half, 2025 results on Feb 27, 2025Buy Or Sell Opportunity • Nov 06Now 22% undervaluedOver the last 90 days, the stock has risen 20% to €23.60. The fair value is estimated to be €30.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.Upcoming Dividend • Nov 01Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 06 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.5%).お知らせ • Oct 22Genus plc Announces Retirement of Alison Henriksen as Chief Financial Officer, Until 31 July 2025Genus announced that Alison Henriksen, Chief Financial Officer, has informed the Board of her intention to retire after five years with the Group. Alison will remain in her existing role until 31 July 2025 to assist with the transition and continue to focus on delivery of the Group's strategic priorities until her retirement.Reported Earnings • Oct 15Full year 2024 earnings released: EPS: UK£0.12 (vs UK£0.51 in FY 2023)Full year 2024 results: EPS: UK£0.12 (down from UK£0.51 in FY 2023). Revenue: UK£668.8m (down 3.0% from FY 2023). Net income: UK£7.90m (down 76% from FY 2023). Profit margin: 1.2% (down from 4.8% in FY 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Biotechs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 27% per year.Declared Dividend • Sep 08Final dividend of UK£0.22 announcedShareholders will receive a dividend of UK£0.22. Ex-date: 7th November 2024 Payment date: 6th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is not covered by earnings (266% earnings payout ratio) nor is it covered by cash flows (411% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 196% to bring the payout ratio under control. EPS is expected to grow by 168% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Sep 06Full year 2024 earnings released: EPS: UK£0.12 (vs UK£0.51 in FY 2023)Full year 2024 results: EPS: UK£0.12 (down from UK£0.51 in FY 2023). Revenue: UK£668.8m (down 3.0% from FY 2023). Net income: UK£7.90m (down 76% from FY 2023). Profit margin: 1.2% (down from 4.8% in FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Biotechs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year.お知らせ • Sep 05Genus plc Proposes Final Dividend for the Year Ended June 30, 2024, Payable on 6 December 2024Genus plc board proposed a final dividend of 21.7 pence per ordinary share, consistent with the prior year final dividend. Payable on, 6 December 2024 to the shareholders on the register at the close of business on 8 November 2024.Buy Or Sell Opportunity • Aug 06Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to €19.30. The fair value is estimated to be €25.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.New Risk • Jul 29New 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 6.6% 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 Dividend is not well covered by cash flows (210% cash payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.71, the stock trades at a forward P/E ratio of 34x. Average trailing P/E is 35x in the Biotechs industry in Europe. Total loss to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.50 per share.Declared Dividend • Feb 25First half dividend of UK£0.10 announcedShareholders will receive a dividend of UK£0.10. Ex-date: 29th February 2024 Payment date: 28th March 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (210% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 115% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23First half 2024 earnings released: EPS: UK£0.21 (vs UK£0.20 in 1H 2023)First half 2024 results: EPS: UK£0.21 (up from UK£0.20 in 1H 2023). Revenue: UK£333.6m (down 4.7% from 1H 2023). Net income: UK£13.5m (flat on 1H 2023). Profit margin: 4.0% (up from 3.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €20.38, the stock trades at a forward P/E ratio of 38x. Average trailing P/E is 35x in the Biotechs industry in Europe. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.00 per share.お知らせ • Feb 16Genus plc Provides Earnings Guidance for the First Half of Fiscal 2024Genus plc provided earnings guidance for the first half of fiscal 2024. For the first half period, management expects to report revenue of £334 Million.お知らせ • Dec 12Genus Appoints Ralph Heuser as Non-Executive Director, with effect from 1 January 2024Genus announced the appointment of Dr Ralph Heuser to the Board as a Non-Executive Director, with effect from 1 January 2024. Dr Heuser has had extensive experience in animal healthcare businesses globally, having worked at Pfizer, Boehringer Ingelheim, where he launched a PRRS vaccine in Germany, Novartis's Consumer and Animal Health divisions and more recentlyin global leadership roles at Elanco Animal Health, including as Vice President for Asia Pacific, Europe and International Commercial Operations. Dr Heuserhas a PhD in Agricultural Economics from the University of Bonn, Germany andis currently a Senior Advisor with Stonehaven Consulting (SC Group) AG. Dr Heuser brings widespread global experience in operations, commercial excellence, integration and the animal health industry generally, and his appointment follows an extensive search process using an external search agency.お知らせ • Nov 24+ 2 more updatesGenus plc to Report Fiscal Year 2024 Results on Sep 05, 2024Genus plc announced that they will report fiscal year 2024 results on Sep 05, 2024New Risk • Nov 24New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results.お知らせ • Nov 23Genus plc Approves to Declare Final DividendGenus plc at its AGM held on 22 November 2023, approved to declare a final dividend of 21.7 pence per Ordinary Share.Upcoming Dividend • Nov 02Upcoming dividend of UK£0.22 per share at 1.5% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.7%).Reported Earnings • Oct 15Full year 2023 earnings released: EPS: UK£0.51 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£0.51 (down from UK£0.63 in FY 2022). Revenue: UK£689.7m (up 16% from FY 2022). Net income: UK£33.3m (down 19% from FY 2022). Profit margin: 4.8% (down from 6.9% in FY 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 08Colombian Government Gives Positive Determination for Genus's PRRS Virus-Resistant PigsGenus plc announced that the government of Colombia has given a favourable regulatory determination for Genus's Porcine Reproductive and Respiratory Syndrome virus ("PRRS") resistant pigs. This enables the future sale of such pigs in Colombia. PRRS is one of the most significant diseases in the pig industry, causing severe respiratory distress, increased secondary infections, pregnancy loss and increased morbidity and mortality. There are currently no effective vaccines or treatments. The creation of a PRRS resistant pig therefore represents a significant step forward in the welfare of pigs by protecting themthem from this devastating virus. It is estimated that PRRS costs the US and EU pig industry approximately $2 billion each year. Genus has used its gene editing platform to develop pigs resistant to PRRS, by deleting a very small portion of the pigs' DNA that encodes a protein that the virus uses to enter and infect the pigs' cells. With this small gene edit, the pig is resistant to PRRS, as the virus is unable to enter the cells and replicate. The Colombian government is the first to issue a determination for Genus's PRRS resistant pigs, enabling the future commercialisation of the pigs. The PRRS resistant pigs will be treated in the same way as any other pigs in Colombia. Further regulatory approvals for the PRRS resistant pig are also being sought in the United States, Canada, China, Japan, Mexico, Brazil and other countries. Genus anticipates a decision from the United States Food and Drug Administration in the first half of 2024, to be followed by a phased global launch of the pigs, subject to receiving applicable regulatory approvals. Genus will be hosting a Capital Markets Event in London on 1 November 2023 to provide additional information on its PRRS resistant pig development, registration and commercialisation programme.New Risk • Sep 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Sep 08Full year 2023 earnings released: EPS: UK£0.51 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£0.51 (down from UK£0.63 in FY 2022). Revenue: UK£689.7m (up 16% from FY 2022). Net income: UK£33.3m (down 19% from FY 2022). Profit margin: 4.8% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 24Genus plc Announces Lykele Van Der Broek to Step Down from the Genus BoardGenus plc announces that Lykele van der Broek, Non-Executive Director, has informed the Company of his intention to step down from the Genus Board, effective from the conclusion of the 2023 Annual General Meeting on 22 November 2023, after nine years' service as a Non-Executive Director. Russell Reynolds has been retained and is in the process of identifying potential successors for Lykele.お知らせ • Aug 11AB Agri Ltd. completed the acquisition of National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd.AB Agri Ltd. made an offer to acquire National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd £45.7 million on June 6, 2023. The offer per share is £2.15. The cash consideration payable to the NMR Shareholders under the terms of the Acquisition will be financed by existing cash resources available to ABF. The Acquisition will be on the terms and subject to the Conditions including, among other things, the approval of Scheme Shareholders at the Court Meeting and the passing of the Resolutions to be proposed at the General Meeting, the CMA confirming in response to a briefing note that it has no further questions or, alternatively, CMA approval, he sanction of the Scheme by the Court; and the Scheme becoming Effective no later than the Long Stop Date. The Acquisition does not require the approval of ABF shareholders. The long stop date of the transaction is February 29, 2024. Stuart Vincent and Simon Cope-Thompson of N M Rothschild & Sons Limited as financial adviser to ABF, is satisfied that sufficient cash resources are available to ABF to enable it to satisfy in full the cash consideration payable to NMR Shareholders under the terms of the Acquisition. Addleshaw Goddard LLP is providing legal advice to ABF. Gowling WLG (UK) LLP is providing legal advice to NMR. Holly Gillis and Angharad Couch of Citigate Dewe Rogerson Ltd. acted as financial advisor to ABF. Megan Ray and Rachael Brooks of BlytheRay acted as financial advisor to NMR. Adam James and Harry Rees of Canaccord Genuity Limited acted as financial advisor to NMR. Equiniti Limited acted as a transfer agent to NMR. Canaccord Genuity Limited acted as fairness Opinion Provider to NMR. Ashurst LLP acted as legal advisor to N.M. Rothschild & Sons Limited in the transaction. AB Agri Ltd. completed the acquisition of National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd on August 9, 2023.New Risk • Jun 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Jun 07AB Agri Ltd. made an offer to acquire National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd £45.7 million.AB Agri Ltd. made an offer to acquire National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd £45.7 million on June 6, 2023. The offer per share is £2.15. The cash consideration payable to the NMR Shareholders under the terms of the Acquisition will be financed by existing cash resources available to ABF. The Acquisition will be on the terms and subject to the Conditions including, among other things, the approval of Scheme Shareholders at the Court Meeting and the passing of the Resolutions to be proposed at the General Meeting, the CMA confirming in response to a briefing note that it has no further questions or, alternatively, CMA approval, he sanction of the Scheme by the Court; and the Scheme becoming Effective no later than the Long Stop Date. The Acquisition does not require the approval of ABF shareholders. The long stop date of the transaction is February 29, 2024. Stuart Vincent and Simon Cope-Thompson of N M Rothschild & Sons Limited as financial adviser to ABF, is satisfied that sufficient cash resources are available to ABF to enable it to satisfy in full the cash consideration payable to NMR Shareholders under the terms of the Acquisition. Addleshaw Goddard LLP is providing legal advice to ABF. Gowling WLG (UK) LLP is providing legal advice to NMR. Holly Gillis and Angharad Couch of Citigate Dewe Rogerson Ltd. acted as financial advisor to ABF. Megan Ray and Rachael Brooks of BlytheRay acted as financial advisor to NMR. Adam James and Harry Rees of Canaccord Genuity Limited acted as financial advisor to NMR. Equiniti Limited acted as a transfer agent to NMR. Canaccord Genuity Limited acted as fairness Opinion Provider to NMR.Reported Earnings • Feb 24First half 2023 earnings released: EPS: UK£0.20 (vs UK£0.30 in 1H 2022)First half 2023 results: EPS: UK£0.20 (down from UK£0.30 in 1H 2022). Revenue: UK£350.2m (up 25% from 1H 2022). Net income: UK£13.4m (down 33% from 1H 2022). Profit margin: 3.8% (down from 7.1% in 1H 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Dec 07+ 2 more updatesGenus plc to Report Fiscal Year 2023 Results on Sep 07, 2023Genus plc announced that they will report fiscal year 2023 results on Sep 07, 2023Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to €36.40, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 24x in the Biotechs industry in Europe. Total returns to shareholders of 2.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.60 per share.Upcoming Dividend • Nov 10Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 17 November 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to €30.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the Biotechs industry in Europe. Total loss to shareholders of 7.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.74 per share.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €31.40, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 20x in the Biotechs industry in Europe. Total loss to shareholders of 2.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.43 per share.Reported Earnings • Sep 09Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.73 in FY 2021)Full year 2022 results: EPS: UK£0.63 (down from UK£0.73 in FY 2021). Revenue: UK£593.4m (up 3.3% from FY 2021). Net income: UK£40.9m (down 14% from FY 2021). Profit margin: 6.9% (down from 8.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 08Genus plc Proposes Final Dividend, Payable on 9 December 2022Genus plc proposed final dividend of 21.7 pence per ordinary share, consistent with the prior year final dividend. this will result in a total dividend for the year of 32.0 pence per ordinary share (2021: 32.0 pence per share), the same as prior year. It is proposed that the final dividend will be paid on 9 December 2022 to the shareholders on the register at the close of business on 18 November 2022.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.40, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 30x in the Biotechs industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.34 per share.Reported Earnings • Feb 27First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£0.30 (down from UK£0.46 in 1H 2021). Revenue: UK£281.2m (down 1.6% from 1H 2021). Net income: UK£19.9m (down 34% from 1H 2021). Profit margin: 7.1% (down from 11% in 1H 2021). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.9%, compared to a 64% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24Genus plc Proposes Interim Dividend, Payable on March 31, 2022Genus plc on February 23, 2022, the Directors proposed an interim dividend of 10.3 pence per share payable on March 31, 2022.お知らせ • Feb 17Genus plc to Report First Half, 2022 Results on Feb 24, 2022Genus plc announced that they will report first half, 2022 results on Feb 24, 2022Recent Insider Transactions • Nov 25Independent Non-Executive Chairman recently bought €267k worth of stockOn the 24th of November, Iain G. Ferguson bought around 5k shares on-market at roughly €53.35 per share. This was the largest purchase by an insider in the last 3 months. Iain G. has been a buyer over the last 12 months, purchasing a net total of €435k worth in shares.Upcoming Dividend • Nov 11Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 10 December 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.1%).Reported Earnings • Oct 17Full year 2021 earnings released: EPS UK£0.73 (vs UK£0.54 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£574.3m (up 4.2% from FY 2020). Net income: UK£47.3m (up 34% from FY 2020). Profit margin: 8.2% (up from 6.4% in FY 2020). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Oct 15Chief Operating Officer recently sold €396k worth of stockOn the 13th of October, William Christianson sold around 6k shares on-market at roughly €63.90 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. William has been a seller over the last 12 months, reducing personal holdings by €2.0m.Recent Insider Transactions • Sep 15Insider recently sold €1.6m worth of stockOn the 13th of September, Dan Hartley sold around 25k shares on-market at roughly €65.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.お知らせ • Sep 10Genus plc (LSE:GNS) acquired Trade and assets of Sergal Gestio Ramadera, S.L. from Sergal Gestio Ramadera Sl for £7.7 million.Genus plc (LSE:GNS) acquired Trade and assets of Sergal Gestio Ramadera, S.L. from Sergal Gestio Ramadera Sl for £7.7 million on June 28, 2021. Post the acquisition., Genus plc (LSE:GNS) paid £7.7 million under which cash paid £6.9 million and Contingent consideration arrangement was £0.8 million. Genus plc (LSE:GNS) completed the acquisition of Trade and assets of Sergal Gestio Ramadera, S.L. from Sergal Gestio Ramadera Sl on June 28, 2021.Reported Earnings • Sep 10Full year 2021 earnings released: EPS UK£0.73 (vs UK£0.62 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£574.3m (up 4.2% from FY 2020). Net income: UK£47.3m (up 17% from FY 2020). Profit margin: 8.2% (up from 7.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Executive Departure • Jun 09Independent Non-Executive Director Ian Charles has left the companyOn the 31st of May, Ian Charles' tenure as Independent Non-Executive Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Ian's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.13 years.Recent Insider Transactions • Apr 02Independent Non-Executive Chairman recently bought €84k worth of stockOn the 31st of March, Iain G. Ferguson bought around 2k shares on-market at roughly €56.13 per share. This was the largest purchase by an insider in the last 3 months. Iain G. has been a buyer over the last 12 months, purchasing a net total of €168k worth in shares.Recent Insider Transactions • Feb 28Independent Non-Executive Chairman recently bought €84k worth of stockOn the 25th of February, Iain G. Ferguson bought around 2k shares on-market at roughly €56.05 per share. This was the largest purchase by an insider in the last 3 months. This was Iain G.'s only on-market trade for the last 12 months.Reported Earnings • Feb 28First half 2021 earnings released: EPS UK£0.48 (vs UK£0.36 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£285.7m (up 5.5% from 1H 2020). Net income: UK£31.5m (up 33% from 1H 2020). Profit margin: 11% (up from 8.8% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Feb 18+ 1 more updateGenus plc to Report Fiscal Year 2021 Results on Sep 09, 2021Genus plc announced that they will report fiscal year 2021 results on Sep 09, 2021Is New 90 Day High Low • Feb 10New 90-day high: €62.50The company is up 29% from its price of €48.56 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.80 per share.Is New 90 Day High Low • Jan 19New 90-day high: €50.00The company is up 9.0% from its price of €45.72 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Biotechs industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.20 per share.お知らせ • Jan 19Genus plc to Report Q2, 2021 Results on Feb 25, 2021Genus plc announced that they will report Q2, 2021 results on Feb 25, 2021Recent Insider Transactions • Dec 04CEO & Executive Director recently sold €989k worth of stockOn the 2nd of December, Stephen Wilson sold around 22k shares on-market at roughly €45.90 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €997k.お知らせ • Nov 26Genus plc Announces Executive ChangesBoard of Directors of Genus plc Bob Lawson will retire as Chairman of Genus at the AGM after ten years' service, in which time the Group has been transformed into a global biotechnology leader in animal genetics. The Board wishes to record its deep gratitude to him for his immense contribution in this journey. As previously announced, Iain Ferguson will be appointed Chairman at the AGM.Upcoming Dividend • Nov 12Upcoming Dividend of UK£0.20 Per ShareWill be paid on the 11th of December to those who are registered shareholders by the 19th of November. The trailing yield of 0.7% is below the top quartile of German dividend payers (3.6%), and is lower than industry peers (1.1%).Is New 90 Day High Low • Nov 05New 90-day high: €46.18The company is up 22% from its price of €37.74 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.69 per share.Reported Earnings • Oct 19Full year earnings released - EPS €0.62Over the last 12 months the company has reported total profits of UK£40.5m, up 408% from the prior year. Total revenue was UK£551.4m over the last 12 months, up 13% from the prior year. Profit margins were 7.3%, which is higher than the 1.6% margin from last year. The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Oct 19Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 5.4% at UK£551.4m. Revenue is forecast to grow 4.6% over the next year, compared to a 306% growth forecast for the Biotechs industry in Germany.Is New 90 Day High Low • Oct 12New 90-day high: €44.12The company is up 16% from its price of €37.90 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.65 per share.株主還元GBEDE BiotechsDE 市場7D3.8%1.9%2.0%1Y9.8%-11.3%-0.1%株主還元を見る業界別リターン: GBE過去 1 年間で-11.3 % の収益を上げたGerman Biotechs業界を上回りました。リターン対市場: GBE過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is GBE's price volatile compared to industry and market?GBE volatilityGBE Average Weekly Movement6.9%Biotechs Industry Average Movement8.9%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: GBE 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GBEの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19943,190JK Kokkewww.genusplc.comジーナス社は、北米、中南米、英国、その他のヨーロッパ、中東、ロシア、アフリカ、アジアで動物遺伝学会社として事業を展開している。同社は3つのセグメントで事業を展開している：ジーナスPIC、ジーナスABS、ジーナス研究開発。PICブランドで、豚肉生産用に様々な特徴を持つ豚を繁殖するための繁殖豚と精液を販売している。また、ABS、ジーナス、ボベックの各ブランドで、牛乳や肉牛生産用の様々な特徴を持つ子牛を繁殖させるための雄牛の精液や胚を販売している。さらに、酪農家に技術サービスも提供している。同社は1994年に法人化され、イギリスのベイジングストークを拠点としている。もっと見るGenus plc 基礎のまとめGenus の収益と売上を時価総額と比較するとどうか。GBE 基礎統計学時価総額€1.87b収益（TTM）€54.89m売上高(TTM)€776.53m34.1xPER（株価収益率2.4xP/SレシオGBE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GBE 損益計算書（TTM）収益UK£672.00m売上原価UK£402.40m売上総利益UK£269.60mその他の費用UK£222.10m収益UK£47.50m直近の収益報告Dec 31, 2025次回決算日Sep 10, 2026一株当たり利益（EPS）0.71グロス・マージン40.12%純利益率7.07%有利子負債／自己資本比率46.4%GBE の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り46%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 14:03終値2026/05/20 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Genus plc 12 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。18 アナリスト機関Robert ChantryBerenbergMatthew LloydBNP ParibasAlexander JonesBofA Global Research15 その他のアナリストを表示
Board Change • 13hLess 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. 5 non-independent directors. Independent Non-Executive Chairman Iain George Ferguson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 24+ 1 more updateHealth Canada and CFIA Announce Completion of Safety Assessments on PRRSV-Resistant Pigs from Genus PLC and PIC Canada, LtdHealth Canada and the Canadian Food Inspection Agency (CFIA) announced the completion of independent, comprehensive safety assessments on pigs resistant to PRRSV following applications from Genus PLC and PIC Canada Ltd., respectively. Health Canada has concluded that foods made from these pigs are as safe and nutritious for people to eat as pork currently available in Canada. The CFIA has confirmed that these pigs are also safe and effective for use in livestock feeds. Improving resistance to PRRSV in pigs will help farmers avoid illness in their herds from these viruses, reduce antibiotic use, and improve animal welfare, while supporting a more stable, affordable and sustainable food supply. Genus PLC's PRRSV-resistant pigs are already permitted for food use in the U.S., Brazil, Colombia and the Dominican Republic. Genus PLC has indicated that even though Canada has approved the sale of PRRSV resistant pigs, the company does not intend to sell these pigs before further regulatory authorization in other key markets. The company and Health Canada are committed to the highest level of transparency and will communicate to the public when this new technology enters the Canadian market. While genetically engineered foods are considered as safe and nutritious as conventional foods, the Government of Canada recognizes that information about genetic engineering is important. That is why have been working with the Canadian General Standards Board since November on a public review of the National Standard for labelling and advertising of foods that are, and are not, products of genetic engineering. The CFIA uses this Standard to provide its guidance to companies on the labelling of foods.
お知らせ • Jan 08Genus plc to Report Fiscal Year 2026 Results on Sep 10, 2026Genus plc announced that they will report fiscal year 2026 results on Sep 10, 2026
お知らせ • Nov 21+ 1 more updateGenus plc Approves to Appoint Andrew Russell as A DirectorGenus plc announced that at its AGM held on 19 November 2025, the shareholder approved to elect Andrew Russell as a Director of the Company.
お知らせ • Nov 20Genus plc Announces Board AppointmentsGenus plc announced the appointment of Dr Celia Baxter to the Board as a Non-Executive Director with effect from 19 November 2025, and the appointment of Dr Robert Reiter as a Non-Executive Director with effect from 1 January 2026. Dr Baxter has had extensive experience inpeople-driven, multisite, manufacturing, services and distribution businesses across business sectors in international FTSE 100 and FTSE 250 companies as well as Big Four consulting, having worked in increasingly senior Human Resources roles at Ford Motor Company, KPMG, Sherwood Computer Services, Tate & Lyle, Enterprise Oil plc, Hays and Bunzl where she was Group Human Resources Director. Dr Baxter has a PhD in Botany from Reading Universityandis currently a non-executive director and remuneration committee chair of Volution Group plc, senior independent director and remuneration committee chair of discoverIE Group plc, and senior independent director and remuneration committee chair of Dowlais Group plc. She was previously a non-executive director of Senior plc, RHI Magnesita NV and Bekaert SA. Dr Baxter brings widespread global experience in Human Resources, Strategy, Branding, Mergers and Acquisitions and Change Management. Dr Reiteris a plant geneticist by training and spent his executive career delivering innovative new technologies and products within crop agriculture, having worked in E.I. DuPont de Nemours, followed by twenty years in increasingly senior scientific and supply chain leadership roles at Monsanto. Bob was the R&D Integration Planning Lead for the Bayer-Monsanto merger, collaborating with Bayer to design a world-class agricultural R&D organisation, overseeing an annual investment portfolio exceeding $2.3 billion. Following the acquisition of Monsanto, Bob became an Executive Vice President leading Research & Development for the combined Bayer Crop Science division, and integrated the two divisions with accountability of over 7,000 employees.
お知らせ • Nov 19Genus plc to Report First Half, 2026 Results on Feb 26, 2026Genus plc announced that they will report first half, 2026 results on Feb 26, 2026
Board Change • 13hLess 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. 5 non-independent directors. Independent Non-Executive Chairman Iain George Ferguson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 24+ 1 more updateHealth Canada and CFIA Announce Completion of Safety Assessments on PRRSV-Resistant Pigs from Genus PLC and PIC Canada, LtdHealth Canada and the Canadian Food Inspection Agency (CFIA) announced the completion of independent, comprehensive safety assessments on pigs resistant to PRRSV following applications from Genus PLC and PIC Canada Ltd., respectively. Health Canada has concluded that foods made from these pigs are as safe and nutritious for people to eat as pork currently available in Canada. The CFIA has confirmed that these pigs are also safe and effective for use in livestock feeds. Improving resistance to PRRSV in pigs will help farmers avoid illness in their herds from these viruses, reduce antibiotic use, and improve animal welfare, while supporting a more stable, affordable and sustainable food supply. Genus PLC's PRRSV-resistant pigs are already permitted for food use in the U.S., Brazil, Colombia and the Dominican Republic. Genus PLC has indicated that even though Canada has approved the sale of PRRSV resistant pigs, the company does not intend to sell these pigs before further regulatory authorization in other key markets. The company and Health Canada are committed to the highest level of transparency and will communicate to the public when this new technology enters the Canadian market. While genetically engineered foods are considered as safe and nutritious as conventional foods, the Government of Canada recognizes that information about genetic engineering is important. That is why have been working with the Canadian General Standards Board since November on a public review of the National Standard for labelling and advertising of foods that are, and are not, products of genetic engineering. The CFIA uses this Standard to provide its guidance to companies on the labelling of foods.
お知らせ • Jan 08Genus plc to Report Fiscal Year 2026 Results on Sep 10, 2026Genus plc announced that they will report fiscal year 2026 results on Sep 10, 2026
お知らせ • Nov 21+ 1 more updateGenus plc Approves to Appoint Andrew Russell as A DirectorGenus plc announced that at its AGM held on 19 November 2025, the shareholder approved to elect Andrew Russell as a Director of the Company.
お知らせ • Nov 20Genus plc Announces Board AppointmentsGenus plc announced the appointment of Dr Celia Baxter to the Board as a Non-Executive Director with effect from 19 November 2025, and the appointment of Dr Robert Reiter as a Non-Executive Director with effect from 1 January 2026. Dr Baxter has had extensive experience inpeople-driven, multisite, manufacturing, services and distribution businesses across business sectors in international FTSE 100 and FTSE 250 companies as well as Big Four consulting, having worked in increasingly senior Human Resources roles at Ford Motor Company, KPMG, Sherwood Computer Services, Tate & Lyle, Enterprise Oil plc, Hays and Bunzl where she was Group Human Resources Director. Dr Baxter has a PhD in Botany from Reading Universityandis currently a non-executive director and remuneration committee chair of Volution Group plc, senior independent director and remuneration committee chair of discoverIE Group plc, and senior independent director and remuneration committee chair of Dowlais Group plc. She was previously a non-executive director of Senior plc, RHI Magnesita NV and Bekaert SA. Dr Baxter brings widespread global experience in Human Resources, Strategy, Branding, Mergers and Acquisitions and Change Management. Dr Reiteris a plant geneticist by training and spent his executive career delivering innovative new technologies and products within crop agriculture, having worked in E.I. DuPont de Nemours, followed by twenty years in increasingly senior scientific and supply chain leadership roles at Monsanto. Bob was the R&D Integration Planning Lead for the Bayer-Monsanto merger, collaborating with Bayer to design a world-class agricultural R&D organisation, overseeing an annual investment portfolio exceeding $2.3 billion. Following the acquisition of Monsanto, Bob became an Executive Vice President leading Research & Development for the combined Bayer Crop Science division, and integrated the two divisions with accountability of over 7,000 employees.
お知らせ • Nov 19Genus plc to Report First Half, 2026 Results on Feb 26, 2026Genus plc announced that they will report first half, 2026 results on Feb 26, 2026
お知らせ • Oct 10Genus plc, Annual General Meeting, Nov 19, 2025Genus plc, Annual General Meeting, Nov 19, 2025. Location: buchanan communications, 107 cheapside, ec2v 6dn, london United Kingdom
お知らせ • Sep 04Genus plc Proposes Final Dividend for the Year 2025, Payable on December 5, 2025Genus plc proposed a final dividend of 21.7 pence per share for 2025. This is subject to shareholders' approval at the AGM and we have therefore not included it as a liability in these Financial Statements. The total proposed and paid dividend for year ended 30 June 2025 is 32.0 pence per share (2024: 32.0 pence per share). It is proposed that the final dividend will be paid on 5 December 2025 to the shareholders on the register at the close of business on 7 November 2025.
お知らせ • May 02Genus plc Announces the Update in Relation to Its Innovative Prrs 1 Resistant Pig ProgrammeGenus announced that the U.S. Food and Drug Administration ("FDA") has approved the PRP gene edit for use in the U.S. food supply chain, in line with expectations. This landmark approval follows years of close collaboration with the FDA and is a significant step on the pathway to PRP commercialisation in the U.S. Genus believes successful U.S. commercialisation also requires approvals in key U.S. export markets, being Mexico, Canada and Japan. The Group continues to make progress with regulators in these jurisdictions as well as with other international regulators, including China. Brazil, Colombia and, more recently, the Dominican Republic have already issued positive determinations for PRP, meaning those countries will regulate the PRP the same as any other pigs. PRRS is one of the most devastating global pig diseases and causes suffering and premature death for pigs. Recent research indicates that PRRS also increases the need for antibiotics by more than 200%.
お知らせ • Mar 13+ 1 more updateGenus plc Appoints Andy Russell as Chief Financial Officer, Effective August 1, 2025The Board of Genus plc announced that it has appointed Andy Russell as Chief Financial Officer. Andy will commence with Genus and join the Board on 1 August 2025, taking over from Alison Henriksen after she retires from the Company on 31 July 2025, after more than five years in the role. Andy is an experienced CFO, who will join Genus after nearly 12 years with global medical device manufacturer Smith & Nephew plc. He currently serves as Senior Vice President, Group Finance and M&A, operating as deputy to the Group CFO and leading approximately 400 people globally as he oversaw Group reporting, Controllership, FP&A, Tax, Treasury and M&A. This follows a succession of increasingly senior roles within the organisation, including CFO for the Global Orthopedics division, Interim President for EMEA and CFO for EMEA (while also acting as Finance lead for Global M&A and Strategic Projects). Before joining Smith & Nephew, Andy spent 17 years with KPMG, the last three of them as a Director, Transaction Services in the National Markets Division and the Private Equity Group.
お知らせ • Feb 26Genus plc Announces Retirement of Jason Chin as Non-Executive Director from the Board, Effective from the End of May 2025Genus plc announced that Professor Jason Chinhas informed the Company of his intention to step down from the Genus Board, effective from the end of May 2025, as he will be taking on a significant new role as Founding Director of the Generative Biology Institute at the Ellison Institute of Technology. Professor Chin has served as a Non-Executive Director, Chairman of the Company's Scientific Advisory Board and advisor to the Company's Global Portfolio Steering Committee for four years. Upon stepping down from the Board, Professor Chin will remain a member of the Scientific Advisory Board. The Board has initiated a comprehensive search for Professor Chin's successor and will provide an update once this process has concluded.
お知らせ • Nov 30Genus plc to Report Fiscal Year 2025 Results on Sep 04, 2025Genus plc announced that they will report fiscal year 2025 results on Sep 04, 2025
お知らせ • Nov 21Genus plc Declares A Final DividendGenus plc declared a final dividend of 21.7 pence per Ordinary Share, at its AGM held on 20 November 2024.
お知らせ • Nov 20Genus plc to Report First Half, 2025 Results on Feb 27, 2025Genus plc announced that they will report first half, 2025 results on Feb 27, 2025
Buy Or Sell Opportunity • Nov 06Now 22% undervaluedOver the last 90 days, the stock has risen 20% to €23.60. The fair value is estimated to be €30.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
Upcoming Dividend • Nov 01Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 06 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.5%).
お知らせ • Oct 22Genus plc Announces Retirement of Alison Henriksen as Chief Financial Officer, Until 31 July 2025Genus announced that Alison Henriksen, Chief Financial Officer, has informed the Board of her intention to retire after five years with the Group. Alison will remain in her existing role until 31 July 2025 to assist with the transition and continue to focus on delivery of the Group's strategic priorities until her retirement.
Reported Earnings • Oct 15Full year 2024 earnings released: EPS: UK£0.12 (vs UK£0.51 in FY 2023)Full year 2024 results: EPS: UK£0.12 (down from UK£0.51 in FY 2023). Revenue: UK£668.8m (down 3.0% from FY 2023). Net income: UK£7.90m (down 76% from FY 2023). Profit margin: 1.2% (down from 4.8% in FY 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Biotechs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 27% per year.
Declared Dividend • Sep 08Final dividend of UK£0.22 announcedShareholders will receive a dividend of UK£0.22. Ex-date: 7th November 2024 Payment date: 6th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is not covered by earnings (266% earnings payout ratio) nor is it covered by cash flows (411% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 196% to bring the payout ratio under control. EPS is expected to grow by 168% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Sep 06Full year 2024 earnings released: EPS: UK£0.12 (vs UK£0.51 in FY 2023)Full year 2024 results: EPS: UK£0.12 (down from UK£0.51 in FY 2023). Revenue: UK£668.8m (down 3.0% from FY 2023). Net income: UK£7.90m (down 76% from FY 2023). Profit margin: 1.2% (down from 4.8% in FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Biotechs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year.
お知らせ • Sep 05Genus plc Proposes Final Dividend for the Year Ended June 30, 2024, Payable on 6 December 2024Genus plc board proposed a final dividend of 21.7 pence per ordinary share, consistent with the prior year final dividend. Payable on, 6 December 2024 to the shareholders on the register at the close of business on 8 November 2024.
Buy Or Sell Opportunity • Aug 06Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to €19.30. The fair value is estimated to be €25.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
New Risk • Jul 29New 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 6.6% 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 Dividend is not well covered by cash flows (210% cash payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.71, the stock trades at a forward P/E ratio of 34x. Average trailing P/E is 35x in the Biotechs industry in Europe. Total loss to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.50 per share.
Declared Dividend • Feb 25First half dividend of UK£0.10 announcedShareholders will receive a dividend of UK£0.10. Ex-date: 29th February 2024 Payment date: 28th March 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (210% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 115% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: UK£0.21 (vs UK£0.20 in 1H 2023)First half 2024 results: EPS: UK£0.21 (up from UK£0.20 in 1H 2023). Revenue: UK£333.6m (down 4.7% from 1H 2023). Net income: UK£13.5m (flat on 1H 2023). Profit margin: 4.0% (up from 3.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €20.38, the stock trades at a forward P/E ratio of 38x. Average trailing P/E is 35x in the Biotechs industry in Europe. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.00 per share.
お知らせ • Feb 16Genus plc Provides Earnings Guidance for the First Half of Fiscal 2024Genus plc provided earnings guidance for the first half of fiscal 2024. For the first half period, management expects to report revenue of £334 Million.
お知らせ • Dec 12Genus Appoints Ralph Heuser as Non-Executive Director, with effect from 1 January 2024Genus announced the appointment of Dr Ralph Heuser to the Board as a Non-Executive Director, with effect from 1 January 2024. Dr Heuser has had extensive experience in animal healthcare businesses globally, having worked at Pfizer, Boehringer Ingelheim, where he launched a PRRS vaccine in Germany, Novartis's Consumer and Animal Health divisions and more recentlyin global leadership roles at Elanco Animal Health, including as Vice President for Asia Pacific, Europe and International Commercial Operations. Dr Heuserhas a PhD in Agricultural Economics from the University of Bonn, Germany andis currently a Senior Advisor with Stonehaven Consulting (SC Group) AG. Dr Heuser brings widespread global experience in operations, commercial excellence, integration and the animal health industry generally, and his appointment follows an extensive search process using an external search agency.
お知らせ • Nov 24+ 2 more updatesGenus plc to Report Fiscal Year 2024 Results on Sep 05, 2024Genus plc announced that they will report fiscal year 2024 results on Sep 05, 2024
New Risk • Nov 24New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results.
お知らせ • Nov 23Genus plc Approves to Declare Final DividendGenus plc at its AGM held on 22 November 2023, approved to declare a final dividend of 21.7 pence per Ordinary Share.
Upcoming Dividend • Nov 02Upcoming dividend of UK£0.22 per share at 1.5% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.7%).
Reported Earnings • Oct 15Full year 2023 earnings released: EPS: UK£0.51 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£0.51 (down from UK£0.63 in FY 2022). Revenue: UK£689.7m (up 16% from FY 2022). Net income: UK£33.3m (down 19% from FY 2022). Profit margin: 4.8% (down from 6.9% in FY 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 08Colombian Government Gives Positive Determination for Genus's PRRS Virus-Resistant PigsGenus plc announced that the government of Colombia has given a favourable regulatory determination for Genus's Porcine Reproductive and Respiratory Syndrome virus ("PRRS") resistant pigs. This enables the future sale of such pigs in Colombia. PRRS is one of the most significant diseases in the pig industry, causing severe respiratory distress, increased secondary infections, pregnancy loss and increased morbidity and mortality. There are currently no effective vaccines or treatments. The creation of a PRRS resistant pig therefore represents a significant step forward in the welfare of pigs by protecting themthem from this devastating virus. It is estimated that PRRS costs the US and EU pig industry approximately $2 billion each year. Genus has used its gene editing platform to develop pigs resistant to PRRS, by deleting a very small portion of the pigs' DNA that encodes a protein that the virus uses to enter and infect the pigs' cells. With this small gene edit, the pig is resistant to PRRS, as the virus is unable to enter the cells and replicate. The Colombian government is the first to issue a determination for Genus's PRRS resistant pigs, enabling the future commercialisation of the pigs. The PRRS resistant pigs will be treated in the same way as any other pigs in Colombia. Further regulatory approvals for the PRRS resistant pig are also being sought in the United States, Canada, China, Japan, Mexico, Brazil and other countries. Genus anticipates a decision from the United States Food and Drug Administration in the first half of 2024, to be followed by a phased global launch of the pigs, subject to receiving applicable regulatory approvals. Genus will be hosting a Capital Markets Event in London on 1 November 2023 to provide additional information on its PRRS resistant pig development, registration and commercialisation programme.
New Risk • Sep 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Sep 08Full year 2023 earnings released: EPS: UK£0.51 (vs UK£0.63 in FY 2022)Full year 2023 results: EPS: UK£0.51 (down from UK£0.63 in FY 2022). Revenue: UK£689.7m (up 16% from FY 2022). Net income: UK£33.3m (down 19% from FY 2022). Profit margin: 4.8% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 24Genus plc Announces Lykele Van Der Broek to Step Down from the Genus BoardGenus plc announces that Lykele van der Broek, Non-Executive Director, has informed the Company of his intention to step down from the Genus Board, effective from the conclusion of the 2023 Annual General Meeting on 22 November 2023, after nine years' service as a Non-Executive Director. Russell Reynolds has been retained and is in the process of identifying potential successors for Lykele.
お知らせ • Aug 11AB Agri Ltd. completed the acquisition of National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd.AB Agri Ltd. made an offer to acquire National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd £45.7 million on June 6, 2023. The offer per share is £2.15. The cash consideration payable to the NMR Shareholders under the terms of the Acquisition will be financed by existing cash resources available to ABF. The Acquisition will be on the terms and subject to the Conditions including, among other things, the approval of Scheme Shareholders at the Court Meeting and the passing of the Resolutions to be proposed at the General Meeting, the CMA confirming in response to a briefing note that it has no further questions or, alternatively, CMA approval, he sanction of the Scheme by the Court; and the Scheme becoming Effective no later than the Long Stop Date. The Acquisition does not require the approval of ABF shareholders. The long stop date of the transaction is February 29, 2024. Stuart Vincent and Simon Cope-Thompson of N M Rothschild & Sons Limited as financial adviser to ABF, is satisfied that sufficient cash resources are available to ABF to enable it to satisfy in full the cash consideration payable to NMR Shareholders under the terms of the Acquisition. Addleshaw Goddard LLP is providing legal advice to ABF. Gowling WLG (UK) LLP is providing legal advice to NMR. Holly Gillis and Angharad Couch of Citigate Dewe Rogerson Ltd. acted as financial advisor to ABF. Megan Ray and Rachael Brooks of BlytheRay acted as financial advisor to NMR. Adam James and Harry Rees of Canaccord Genuity Limited acted as financial advisor to NMR. Equiniti Limited acted as a transfer agent to NMR. Canaccord Genuity Limited acted as fairness Opinion Provider to NMR. Ashurst LLP acted as legal advisor to N.M. Rothschild & Sons Limited in the transaction. AB Agri Ltd. completed the acquisition of National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd on August 9, 2023.
New Risk • Jun 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Jun 07AB Agri Ltd. made an offer to acquire National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd £45.7 million.AB Agri Ltd. made an offer to acquire National Milk Records plc (OFEX:NMRP) from Livestock Improvement Corporation Limited (NZSE:LIC), ICM Investment Management Limited, Genus plc (LSE:GNS), Custodial Capital Management Limited, High Street Partners, Ltd, and Working Capital Partners Ltd £45.7 million on June 6, 2023. The offer per share is £2.15. The cash consideration payable to the NMR Shareholders under the terms of the Acquisition will be financed by existing cash resources available to ABF. The Acquisition will be on the terms and subject to the Conditions including, among other things, the approval of Scheme Shareholders at the Court Meeting and the passing of the Resolutions to be proposed at the General Meeting, the CMA confirming in response to a briefing note that it has no further questions or, alternatively, CMA approval, he sanction of the Scheme by the Court; and the Scheme becoming Effective no later than the Long Stop Date. The Acquisition does not require the approval of ABF shareholders. The long stop date of the transaction is February 29, 2024. Stuart Vincent and Simon Cope-Thompson of N M Rothschild & Sons Limited as financial adviser to ABF, is satisfied that sufficient cash resources are available to ABF to enable it to satisfy in full the cash consideration payable to NMR Shareholders under the terms of the Acquisition. Addleshaw Goddard LLP is providing legal advice to ABF. Gowling WLG (UK) LLP is providing legal advice to NMR. Holly Gillis and Angharad Couch of Citigate Dewe Rogerson Ltd. acted as financial advisor to ABF. Megan Ray and Rachael Brooks of BlytheRay acted as financial advisor to NMR. Adam James and Harry Rees of Canaccord Genuity Limited acted as financial advisor to NMR. Equiniti Limited acted as a transfer agent to NMR. Canaccord Genuity Limited acted as fairness Opinion Provider to NMR.
Reported Earnings • Feb 24First half 2023 earnings released: EPS: UK£0.20 (vs UK£0.30 in 1H 2022)First half 2023 results: EPS: UK£0.20 (down from UK£0.30 in 1H 2022). Revenue: UK£350.2m (up 25% from 1H 2022). Net income: UK£13.4m (down 33% from 1H 2022). Profit margin: 3.8% (down from 7.1% in 1H 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Dec 07+ 2 more updatesGenus plc to Report Fiscal Year 2023 Results on Sep 07, 2023Genus plc announced that they will report fiscal year 2023 results on Sep 07, 2023
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to €36.40, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 24x in the Biotechs industry in Europe. Total returns to shareholders of 2.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.60 per share.
Upcoming Dividend • Nov 10Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 17 November 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to €30.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the Biotechs industry in Europe. Total loss to shareholders of 7.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.74 per share.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €31.40, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 20x in the Biotechs industry in Europe. Total loss to shareholders of 2.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.43 per share.
Reported Earnings • Sep 09Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.73 in FY 2021)Full year 2022 results: EPS: UK£0.63 (down from UK£0.73 in FY 2021). Revenue: UK£593.4m (up 3.3% from FY 2021). Net income: UK£40.9m (down 14% from FY 2021). Profit margin: 6.9% (down from 8.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Biotechs industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 08Genus plc Proposes Final Dividend, Payable on 9 December 2022Genus plc proposed final dividend of 21.7 pence per ordinary share, consistent with the prior year final dividend. this will result in a total dividend for the year of 32.0 pence per ordinary share (2021: 32.0 pence per share), the same as prior year. It is proposed that the final dividend will be paid on 9 December 2022 to the shareholders on the register at the close of business on 18 November 2022.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.40, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 30x in the Biotechs industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.34 per share.
Reported Earnings • Feb 27First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£0.30 (down from UK£0.46 in 1H 2021). Revenue: UK£281.2m (down 1.6% from 1H 2021). Net income: UK£19.9m (down 34% from 1H 2021). Profit margin: 7.1% (down from 11% in 1H 2021). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.9%, compared to a 64% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24Genus plc Proposes Interim Dividend, Payable on March 31, 2022Genus plc on February 23, 2022, the Directors proposed an interim dividend of 10.3 pence per share payable on March 31, 2022.
お知らせ • Feb 17Genus plc to Report First Half, 2022 Results on Feb 24, 2022Genus plc announced that they will report first half, 2022 results on Feb 24, 2022
Recent Insider Transactions • Nov 25Independent Non-Executive Chairman recently bought €267k worth of stockOn the 24th of November, Iain G. Ferguson bought around 5k shares on-market at roughly €53.35 per share. This was the largest purchase by an insider in the last 3 months. Iain G. has been a buyer over the last 12 months, purchasing a net total of €435k worth in shares.
Upcoming Dividend • Nov 11Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 10 December 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.1%).
Reported Earnings • Oct 17Full year 2021 earnings released: EPS UK£0.73 (vs UK£0.54 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£574.3m (up 4.2% from FY 2020). Net income: UK£47.3m (up 34% from FY 2020). Profit margin: 8.2% (up from 6.4% in FY 2020). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Oct 15Chief Operating Officer recently sold €396k worth of stockOn the 13th of October, William Christianson sold around 6k shares on-market at roughly €63.90 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. William has been a seller over the last 12 months, reducing personal holdings by €2.0m.
Recent Insider Transactions • Sep 15Insider recently sold €1.6m worth of stockOn the 13th of September, Dan Hartley sold around 25k shares on-market at roughly €65.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.
お知らせ • Sep 10Genus plc (LSE:GNS) acquired Trade and assets of Sergal Gestio Ramadera, S.L. from Sergal Gestio Ramadera Sl for £7.7 million.Genus plc (LSE:GNS) acquired Trade and assets of Sergal Gestio Ramadera, S.L. from Sergal Gestio Ramadera Sl for £7.7 million on June 28, 2021. Post the acquisition., Genus plc (LSE:GNS) paid £7.7 million under which cash paid £6.9 million and Contingent consideration arrangement was £0.8 million. Genus plc (LSE:GNS) completed the acquisition of Trade and assets of Sergal Gestio Ramadera, S.L. from Sergal Gestio Ramadera Sl on June 28, 2021.
Reported Earnings • Sep 10Full year 2021 earnings released: EPS UK£0.73 (vs UK£0.62 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£574.3m (up 4.2% from FY 2020). Net income: UK£47.3m (up 17% from FY 2020). Profit margin: 8.2% (up from 7.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Executive Departure • Jun 09Independent Non-Executive Director Ian Charles has left the companyOn the 31st of May, Ian Charles' tenure as Independent Non-Executive Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Ian's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.13 years.
Recent Insider Transactions • Apr 02Independent Non-Executive Chairman recently bought €84k worth of stockOn the 31st of March, Iain G. Ferguson bought around 2k shares on-market at roughly €56.13 per share. This was the largest purchase by an insider in the last 3 months. Iain G. has been a buyer over the last 12 months, purchasing a net total of €168k worth in shares.
Recent Insider Transactions • Feb 28Independent Non-Executive Chairman recently bought €84k worth of stockOn the 25th of February, Iain G. Ferguson bought around 2k shares on-market at roughly €56.05 per share. This was the largest purchase by an insider in the last 3 months. This was Iain G.'s only on-market trade for the last 12 months.
Reported Earnings • Feb 28First half 2021 earnings released: EPS UK£0.48 (vs UK£0.36 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£285.7m (up 5.5% from 1H 2020). Net income: UK£31.5m (up 33% from 1H 2020). Profit margin: 11% (up from 8.8% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Feb 18+ 1 more updateGenus plc to Report Fiscal Year 2021 Results on Sep 09, 2021Genus plc announced that they will report fiscal year 2021 results on Sep 09, 2021
Is New 90 Day High Low • Feb 10New 90-day high: €62.50The company is up 29% from its price of €48.56 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.80 per share.
Is New 90 Day High Low • Jan 19New 90-day high: €50.00The company is up 9.0% from its price of €45.72 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Biotechs industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.20 per share.
お知らせ • Jan 19Genus plc to Report Q2, 2021 Results on Feb 25, 2021Genus plc announced that they will report Q2, 2021 results on Feb 25, 2021
Recent Insider Transactions • Dec 04CEO & Executive Director recently sold €989k worth of stockOn the 2nd of December, Stephen Wilson sold around 22k shares on-market at roughly €45.90 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €997k.
お知らせ • Nov 26Genus plc Announces Executive ChangesBoard of Directors of Genus plc Bob Lawson will retire as Chairman of Genus at the AGM after ten years' service, in which time the Group has been transformed into a global biotechnology leader in animal genetics. The Board wishes to record its deep gratitude to him for his immense contribution in this journey. As previously announced, Iain Ferguson will be appointed Chairman at the AGM.
Upcoming Dividend • Nov 12Upcoming Dividend of UK£0.20 Per ShareWill be paid on the 11th of December to those who are registered shareholders by the 19th of November. The trailing yield of 0.7% is below the top quartile of German dividend payers (3.6%), and is lower than industry peers (1.1%).
Is New 90 Day High Low • Nov 05New 90-day high: €46.18The company is up 22% from its price of €37.74 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.69 per share.
Reported Earnings • Oct 19Full year earnings released - EPS €0.62Over the last 12 months the company has reported total profits of UK£40.5m, up 408% from the prior year. Total revenue was UK£551.4m over the last 12 months, up 13% from the prior year. Profit margins were 7.3%, which is higher than the 1.6% margin from last year. The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Oct 19Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 5.4% at UK£551.4m. Revenue is forecast to grow 4.6% over the next year, compared to a 306% growth forecast for the Biotechs industry in Germany.
Is New 90 Day High Low • Oct 12New 90-day high: €44.12The company is up 16% from its price of €37.90 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.65 per share.
