View Valuationiomart Group 将来の成長Future 基準チェック /06iomart Group利益と収益がそれぞれ年間87.4%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-4.3% 84.8%なると予測されています。主要情報87.4%収益成長率84.80%EPS成長率IT 収益成長12.8%収益成長率2.6%将来の株主資本利益率-4.32%アナリストカバレッジLow最終更新日17 Apr 2026今後の成長に関する最新情報お知らせ • Feb 11+ 1 more updateiomart Group plc Provides Earnings Guidance for the Year Ended 31 March 2026iomart Group plc provided earnings guidance for the year ended 31 March 2026. For the year, the company expects Revenue in the range of £157.6 million to £159.1 million.お知らせ • Nov 26iomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2026iomart Group plc provided earnings guidance for the full year ending 31 March 2026. For the year, the company expects revenue in the range of £159 million to £160 million.お知らせ • Oct 11Iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2023iomart Group plc provided earnings guidance for the six months ended 30 September 2023. For the period, the Board anticipates reporting revenue growth of approximately 18% for the six months to £62.0 million (H1 FY22: £52.6 million).お知らせ • Dec 07+ 1 more updateIomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2023iomart Group plc provided earnings guidance for the full year ending 31 March 2023. For the period, profits are expected to be in line with expectations, with the second half profit showing progress on first half.お知らせ • Oct 11iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2022iomart Group plc provided earnings guidance for the six months ended 30 September 2022. For the period, the company expects revenue of approximately £52.5 million (first half of fiscal year 2022: £51.9 million).お知らせ • Apr 06iomart Group plc Provides Revenue Guidance for the Year Ended March 31, 2022iomart Group plc provides revenue guidance for the year ended March 31, 2022. For the year, the Group expects to report revenue of approximately £103 million.すべての更新を表示Recent updatesお知らせ • Feb 11+ 1 more updateiomart Group plc Provides Earnings Guidance for the Year Ended 31 March 2026iomart Group plc provided earnings guidance for the year ended 31 March 2026. For the year, the company expects Revenue in the range of £157.6 million to £159.1 million.お知らせ • Nov 26iomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2026iomart Group plc provided earnings guidance for the full year ending 31 March 2026. For the year, the company expects revenue in the range of £159 million to £160 million.お知らせ • Sep 02iomart Group plc, Annual General Meeting, Sep 25, 2025iomart Group plc, Annual General Meeting, Sep 25, 2025. Location: the companys offices, 3rd floor, 11 21 paul street, ec2a 4ju, london United Kingdomお知らせ • Jul 25iomart Group plc Proposes Not to Declare A Final Dividend for 2025The Directors of iomart Group plc are proposing not to declare a final dividend for 2025 (2024: 3.00 pence) reflecting the higher level of indebtedness in the Group following the Atech acquisition and reduced profitability in the current year.お知らせ • Jul 18iomart Group plc to Report Fiscal Year 2025 Results on Jul 24, 2025iomart Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Jul 24, 2025お知らせ • Nov 28Schroder Investment Management Limited acquired 6.56% stake in iomart Group plc (AIM:IOM) from Liontrust Asset Management PLC (LSE:LIO).Schroder Investment Management Limited acquired 6.56% stake in iomart Group plc (AIM:IOM) from Liontrust Asset Management PLC (LSE:LIO) earlier this month. Schroders Investment Management has bought 8.4 million shares from Liontrust Asset Management. Schroder Investment Management Limited completed the acquisition of 6.56% stake in iomart Group plc (AIM:IOM) from Liontrust Asset Management PLC (LSE:LIO) on earlier this month.お知らせ • Nov 27iomart Group plc Approves Interim Dividend for the Six Months Ended 30 September 2024, Payable on 31 January 2025iomart Group plc approved an interim dividend for the six months ended 30 September 2024 of 1.3 pence per share (first half 2024: 1.94 pence) payable on 31 January 2025 to shareholders on the register on 10 January 2025, with an ex-dividend date of 9 January 2025.Buy Or Sell Opportunity • Nov 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €1.15. The fair value is estimated to be €1.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are forecast to decline by 1.7% per annum over the same time period.お知らせ • Nov 12iomart Group plc to Report First Half, 2025 Results on Nov 27, 2024iomart Group plc announced that they will report first half, 2025 results on Nov 27, 2024Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.06, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the IT industry in Germany. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.47 per share.New Risk • Oct 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.11, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.53 per share.Buy Or Sell Opportunity • Oct 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €1.25. The fair value is estimated to be €1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Oct 01iomart Group plc (AIM:IOM) acquired Atech Support Limited from Pelican Capital LLP and others for £57 million.iomart Group plc (AIM:IOM) acquired Atech Support Limited from Pelican Capital LLP and others for £57 million on October 1, 2024. Acquisition is being fully funded through existing cash and the newly increased £125 million revolving credit bank facilities. Atech CEO Ryan Langley joining iomart as Group CTO. For the period ending June 30, 2024, Atech Support Limited reported total revenue of £32.2 million and EBITDA of £3.3 million. The largest shareholder of Atech Support is Pelican Capital with 54% of all the issued share capital, with two of the original founders having 30% between them. The balance is held between the management team who will remain with the business. Investec Bank plc acted as financial advisor for iomart Group plc. iomart Group plc (AIM:IOM) completed the acquisition of Atech Support Limited from Pelican Capital LLP and others on October 1, 2024.お知らせ • Sep 26iomart Confirms Exclusive Talks with Regard to the Possible Acquisition of Kookaburra TopcoThe board of iomart Group plc (AIM:IOM) noted the recent press speculation and confirms that the Company is in exclusive talks with regard to the possible acquisition of Kookaburra Topco Limited (‘Kookaburra’), the holding company of Atech Support Limited (‘Atech’) (the ‘Possible Acquisition’). There is no guarantee that the Possible Acquisition will proceed, however, if it were to proceed, it would be financed from the Company's existing cash resources and banking facilities and be classified as a Substantial Transaction under the AIM Rules for Companies. The Directors of iomart believe that the Possible Acquisition of Atech would accelerate iomart's growth strategy, positioning the enlarged group as the leading provider of secure public, private and hybrid cloud services to mid-sized enterprises in the UK. Further announcements will be made as and when appropriate.Reported Earnings • Aug 14Full year 2024 earnings released: EPS: UK£0.058 (vs UK£0.064 in FY 2023)Full year 2024 results: EPS: UK£0.058 (down from UK£0.064 in FY 2023). Revenue: UK£127.0m (up 9.9% from FY 2023). Net income: UK£6.44m (down 7.9% from FY 2023). Profit margin: 5.1% (down from 6.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 21% per year.お知らせ • Aug 10iomart Group plc, Annual General Meeting, Sep 03, 2024iomart Group plc, Annual General Meeting, Sep 03, 2024. Location: the companys offices, 6 atlantic quay, 55 robertson street, g2 8jd, glasgow United KingdomUpcoming Dividend • Aug 08Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 15 August 2024. Payment date: 09 September 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).Declared Dividend • Jun 13Final dividend of UK£0.03 announcedShareholders will receive a dividend of UK£0.03. Ex-date: 15th August 2024 Payment date: 9th September 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 13+ 1 more updateiomart Group plc Proposes to Pay A Final Dividend for the Year Ended March 31, 2024, Payable on 9 September 2024iomart Group plc is now proposing to pay a final dividend for the year ended March 31, 2024 of 3.00 pence per share. Subject to shareholder approval this proposed final dividend would be payable on 9 September 2024 to shareholders on the register at close on 16 August 2024.Reported Earnings • Jun 12Full year 2024 earnings released: EPS: UK£0.058 (vs UK£0.064 in FY 2023)Full year 2024 results: EPS: UK£0.058 (down from UK£0.064 in FY 2023). Revenue: UK£127.0m (up 9.9% from FY 2023). Net income: UK£6.44m (down 7.9% from FY 2023). Profit margin: 5.1% (down from 6.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 21% per year.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.64, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the IT industry in Germany. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.55 per share.お知らせ • Apr 11+ 1 more updateiomart Group plc to Report Fiscal Year 2024 Results on Jun 11, 2024iomart Group plc announced that they will report fiscal year 2024 results on Jun 11, 2024Buy Or Sell Opportunity • Apr 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €1.61. The fair value is estimated to be €2.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Buy Or Sell Opportunity • Feb 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €1.47. The fair value is estimated to be €1.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Upcoming Dividend • Dec 28Upcoming dividend of UK£0.019 per share at 3.5% yieldEligible shareholders must have bought the stock before 04 January 2024. Payment date: 26 January 2024. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.1%).Reported Earnings • Dec 08First half 2024 earnings released: EPS: UK£0.031 (vs UK£0.035 in 1H 2023)First half 2024 results: EPS: UK£0.031 (down from UK£0.035 in 1H 2023). Revenue: UK£62.0m (up 18% from 1H 2023). Net income: UK£3.43m (down 10% from 1H 2023). Profit margin: 5.5% (down from 7.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.お知らせ • Dec 05+ 1 more updateiomart Group plc Approves Interim Dividend, Payable on 26 January 2024The board of iomart Group plc has approved an interim dividend of 1.94 pence per share (H1 2023: 1.94 pence) payable on 26 January 2024 to shareholders on the register on 5 January 2024, with an ex-dividend date of 4 January 2024. This interim dividend represents a pay-out ratio of 38% (H1 2023: 37%) of the adjusted diluted earnings per share for the period.お知らせ • Nov 28iomart Group plc to Report First Half, 2024 Results on Dec 05, 2023iomart Group plc announced that they will report first half, 2024 results on Dec 05, 2023お知らせ • Oct 11Iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2023iomart Group plc provided earnings guidance for the six months ended 30 September 2023. For the period, the Board anticipates reporting revenue growth of approximately 18% for the six months to £62.0 million (H1 FY22: £52.6 million).Board Change • Sep 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Senior Independent Non-Executive Director Adrian Chamberlain was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 11iomart Group plc, Annual General Meeting, Sep 05, 2023iomart Group plc, Annual General Meeting, Sep 05, 2023, at 09:00 Coordinated Universal Time. Location: at the Company's offices at 6 Atlantic Quay, 55 Robertson Street Galsgow United Kingdomお知らせ • Jul 17Iomart Group plc Announces Lucy Dimes, Non-Executive Chair, Assume the Role of Executive Chairiomart Group plc announced that Lucy Dimes, Non-Executive Chair, will, from 17 July 2023, assume the role of Executive Chair, on a part-time basis, with a focus on the further development of external facing corporate opportunities, alongside the Executive Directors. The additional executive resource and experience will provide greater capacity for iomart to take full advantage of the varied and wide opportunities which exist within the IT Cloud marketplace.お知らせ • Jun 27iomart acloud computing and IT managed services business Announces Change of Registered Officeiomart acloud computing and IT managed services business announced on 26 June 2023 that its registered office has changed with immediate effect to 6 Atlantic Quay, 55 Robertson Street, Glasgow G2 8JD. This new office address is also the new registered office for all iomart subsidiary companies which are registered in Scotland.Reported Earnings • Jun 14Full year 2023 earnings released: EPS: UK£0.064 (vs UK£0.086 in FY 2022)Full year 2023 results: EPS: UK£0.064 (down from UK£0.086 in FY 2022). Revenue: UK£115.6m (up 12% from FY 2022). Net income: UK£7.00m (down 26% from FY 2022). Profit margin: 6.0% (down from 9.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.お知らせ • Jun 06iomart Group plc (AIM:IOM) agreed to acquire Extrinsica Global Holdings Limited.iomart Group plc (AIM:IOM) agreed to acquire Extrinsica Global Limited for £12.61 million on June 5, 2023. The initial consideration, debt settlement and any earn out consideration will be financed through a combination of existing bank facilities and cash on the Company's balance sheet. For the year ended March 31,2023 Extrinsica generated revenues of £7.4million and EBITDA of £0.1million. Investec Bank PLC acted as financial advisor to iomart Group plc (AIM:IOM) in the deal.お知らせ • May 23iomart Group plc Announces Board Changesiomart Group plc announced the appointments of Dr. Annette Nabavi and Adrian Chamberlain as Independent Non-Executive Directors of the Company. Annette's appointment will start on 25 May 2023 and she will be appointed Chair of the Remuneration Committee from 1 June 2023. Adrian's appointment, as Senior Independent Non-Executive Director of the Company, will start from 1 June 2023. Following six years on the Board, Richard Masters, Non-Executive Director will not stand for re-election at the forthcoming Annual General Meeting in September 2023 and will leave the Board at that time. Annette brings over 30 years of experience in operational and advisory roles in the technology sector including significant expertise in driving growth through acquisition and partnerships. Annette currently sits on the board of Eleco plc and serves as the Chair of its Remuneration Committee. She has held several Non-Executive Director roles, including a seven-year tenure at AIM listed Maintel Holdings Plc, where she also chaired the Remuneration Committee. She has substantial experience in the area of Remuneration through her involvement with the Quoted Companies Alliance (QCA), where she supported the update to the Remuneration Committee Guide. Annette is Finance Director for Women in Telecoms and Technology. Adrian has considerable experience across the technology and telecoms sector, having spent a significant period of his executive career with Cable & Wireless plc before becoming CEO of Message Labs and then Achilles, both cloud-based SaaS businesses. He has substantial experience in strategy formulation, growing turnover and establishing presence in new markets. Adrian is a Non-Executive Director on the board of Alfa Financial Software Holdings plc, a listed global software provider, a Non-Executive and Senior Independent Director at Cambridge University Hospitals NHS Foundation Trust and was, until recently, the Chair of the Board of eConsult Health Ltd.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €1.72, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.60 per share.Upcoming Dividend • Dec 29Upcoming dividend of UK£0.019 per shareEligible shareholders must have bought the stock before 05 January 2023. Payment date: 27 January 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.46, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.23 per share.Reported Earnings • Dec 07First half 2023 earnings released: EPS: UK£0.035 (vs UK£0.044 in 1H 2022)First half 2023 results: EPS: UK£0.035 (down from UK£0.044 in 1H 2022). Revenue: UK£52.6m (up 1.2% from 1H 2022). Net income: UK£3.82m (down 21% from 1H 2022). Profit margin: 7.3% (down from 9.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 07+ 1 more updateIomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2023iomart Group plc provided earnings guidance for the full year ending 31 March 2023. For the period, profits are expected to be in line with expectations, with the second half profit showing progress on first half.お知らせ • Nov 30iomart Group plc to Report First Half, 2023 Results on Dec 06, 2022iomart Group plc announced that they will report first half, 2023 results on Dec 06, 2022お知らせ • Oct 20iomart Group plc Announces Resignation of Andrew Taylor as independent Non-Executive Director, Effective December 31, 2022iomart Group plc announced that Andrew Taylor, independent Non-Executive Director, has notified the Board of his intention to resign as a director of the Company, effective 31 December 2022 driven by his growing portfolio of business commitments. The Nomination Committee is undertaking a search for a replacement independent Non-Executive Director, with the intention for the search to be completed by the Company's financial year end.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.51, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.74 per share.お知らせ • Oct 11iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2022iomart Group plc provided earnings guidance for the six months ended 30 September 2022. For the period, the company expects revenue of approximately £52.5 million (first half of fiscal year 2022: £51.9 million).お知らせ • Aug 25iomart Group plc Announces Board Changesiomart Group plc announced the appointment of Lucy Dimes as Independent Non-Executive Chair of the Company, with effect from the closing of the AGM on 30 August 2022. This follows the decision by exiting Chair, Ian Steele, not to stand for re-election as previously announced. Lucy is an accomplished business leader having operated in senior executive positions in FTSE 100, FTSE 250 and private equity owned companies spanning telecoms, technology, business services and financial services. Lucy has substantial experience in complex, highly regulated international markets in product innovation, market entry, scaling for growth and expansion. Lucy also sits on the board of Babcock International Group plc, the c.£4bn turnover defence & aerospace group, and is an advisor to the automation and AI specialist software developer Intelygenz S.A. Lucy previously sat on the Berendsen plc board, a c.£1bn turnover textile services business, before it was acquired by Elis S.A. in 2017. Lucy is passionate about technology, customer experience, diversity and sustainability.お知らせ • Aug 17iomart Group plc (AIM:IOM) Completed the acquisition of Concepta Capital Limited from existing management team including Chris Kiaie.iomart Group plc (AIM:IOM) agreed to acquire Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million on August 3, 2022. iomart will pay an initial cash consideration on completion of £10.5 million, subject to potential completion accounts adjustments. In addition, a deferred contingent cash consideration of up to £4.0 million will be payable dependent on the future profit performance of the Concepta business in the year ending June 30, 2023. Concepta currently has bank debt of £1.5 million which will be taken on by iomart and settled as part of the completion process. The initial consideration, debt settlement and any earn out consideration will be financed through a combination of existing bank facilities and cash on iomart Group's balance sheet. Concepta had revenues of c. £10m and EBITDA (pre-exceptional items) of c. £1.6 million for the year ended March 31, 2022. Completion of the Acquisition is subject to written confirmation from the Department for Business, Energy & Industrial Strategy in accordance with section 14(8)(b)(ii) of the National Security and Investment Act 2021. This clearance is required as ORIIUM provides data management services to UK government bodies. This is expected shortly. Edward Knight and Paul Gillam of Peel Hunt LLP acted as nominated advisor to iomart Group plc. iomart Group plc (AIM:IOM) Completed the acquisition of Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million on August 15, 2022. The transaction has now received the required clearance confirmation from the Department for Business, Energy & Industrial Strategy in accordance with section 14(8)(b)(ii) of the National Security and Investment Act 2021.Reported Earnings • Aug 08Full year 2022 earnings released: EPS: UK£0.086 (vs UK£0.093 in FY 2021)Full year 2022 results: EPS: UK£0.086 (down from UK£0.093 in FY 2021). Revenue: UK£103.0m (down 7.9% from FY 2021). Net income: UK£9.40m (down 7.9% from FY 2021). Profit margin: 9.1% (in line with FY 2021). Over the next year, revenue is forecast to grow 4.9%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.Upcoming Dividend • Aug 04Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.5%).お知らせ • Aug 04+ 1 more updateiomart Group plc (AIM:IOM) agreed to acquire Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million.iomart Group plc (AIM:IOM) agreed to acquire Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million on August 3, 2022. iomart will pay an initial cash consideration on completion of £10.5 million, subject to potential completion accounts adjustments. In addition, a deferred contingent cash consideration of up to £4.0 million will be payable dependent on the future profit performance of the Concepta business in the year ending June 30, 2023. Concepta currently has bank debt of £1.5 million which will be taken on by iomart and settled as part of the completion process. The initial consideration, debt settlement and any earn out consideration will be financed through a combination of existing bank facilities and cash on iomart Group's balance sheet. Concepta had revenues of c. £10m and EBITDA (pre-exceptional items) of c. £1.6 million for the year ended March 31, 2022. Completion of the Acquisition is subject to written confirmation from the Department for Business, Energy & Industrial Strategy in accordance with section 14(8)(b)(ii) of the National Security and Investment Act 2021. This clearance is required as ORIIUM provides data management services to UK government bodies. This is expected shortly. Peel Hunt LLPReported Earnings • Jun 15Full year 2022 earnings released: EPS: UK£0.086 (vs UK£0.093 in FY 2021)Full year 2022 results: EPS: UK£0.086 (down from UK£0.093 in FY 2021). Revenue: UK£103.0m (down 7.9% from FY 2021). Net income: UK£9.40m (down 7.9% from FY 2021). Profit margin: 9.1% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.0%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 17% per year.お知らせ • Jun 14Iomart Group plc Proposes Final Dividend, Payable on September 2, 2022iomart Group plc's Board is proposing to pay a final dividend of 3.60 pence per share taking the total for the year to 6.02 pence being at the maximum pay-out ratio under their stated dividend policy of paying up to 50% of adjusted diluted earnings per share. They believe this is appropriate given their funding position, robust business model, the low level of indebtedness within the Group and the fact they have not utilised any of the government furlough schemes during the Covid-19 pandemic. Subject to shareholder approval this proposed final dividend would be payable on 2 September 2022 to shareholders on the register at close on 12 August 2022.お知らせ • Apr 06iomart Group plc Provides Revenue Guidance for the Year Ended March 31, 2022iomart Group plc provides revenue guidance for the year ended March 31, 2022. For the year, the Group expects to report revenue of approximately £103 million.お知らせ • Apr 05iomart Group plc to Report Fiscal Year 2022 Results on Jun 14, 2022iomart Group plc announced that they will report fiscal year 2022 results on Jun 14, 2022Buying Opportunity • Mar 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be UK£2.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has declined by 8.7% per annum over the last 3 years.Buying Opportunity • Feb 23Now 22% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be UK£2.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has declined by 8.7% per annum over the last 3 years.お知らせ • Feb 10iomart Group plc Announces Appointment of Ben Savage as Chief Commercial Officeriomart Group plc announced the appointment of Ben Savage as Chief Commercial Officer. Ben boasts more than 25 years' experience working across a range of technology-based sales leadership roles. Ben has also worked for organizations head-quartered in Silicon Valley, Europe, and the Middle East. His most recent position was Managing Director, Sales and Marketing at managed service provider Six Degrees. Bringing with him a wealth of experience working with companies ranging from start-ups to large enterprises, Ben will oversee iomart's sales team and overarching commercial strategy as well as being a central figure supporting the organisation's growth ambitions.Buying Opportunity • Jan 25Now 22% undervaluedOver the last 90 days, the stock is up 6.3%. The fair value is estimated to be UK£2.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has declined by 8.7% per annum over the last 3 years.Upcoming Dividend • Dec 30Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 06 January 2022. Payment date: 28 January 2022. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.0%).Reported Earnings • Dec 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.044 (vs UK£0.044 in 1H 2021). Revenue: UK£51.9m (down 7.8% from 1H 2021). Net income: UK£4.81m (flat on 1H 2021). Profit margin: 9.3% (up from 8.5% in 1H 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.0% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.044 (vs UK£0.044 in 1H 2021). Revenue: UK£51.9m (down 7.8% from 1H 2021). Net income: UK£4.81m (flat on 1H 2021). Profit margin: 9.3% (up from 8.5% in 1H 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.0% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €2.12, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the IT industry in Germany. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.03 per share.Reported Earnings • Aug 08Full year 2021 earnings released: EPS UK£0.093 (vs UK£0.13 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£111.9m (flat on FY 2020). Net income: UK£10.2m (down 25% from FY 2020). Profit margin: 9.1% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Aug 05Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 03 September 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.8%).Reported Earnings • Jun 16Full year 2021 earnings released: EPS UK£0.093 (vs UK£0.13 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£111.9m (flat on FY 2020). Net income: UK£10.2m (down 25% from FY 2020). Profit margin: 9.1% (down from 12% in FY 2020).お知らせ • Apr 08iomart Group plc Provides Earnings Guidance for the Year to March 31, 2021iomart Group plc provided earnings guidance for the year to March 31, 2021. For the year to 31 March 2021, the Group expects to report revenue of approximately £112 million. iomart expects to deliver a continued stable financial performance in the second half of the year. The third, and unexpected, COVID-19 UK lock down hindered the green shoots of growth it had expected in the second half of the year, causing results to be at the lower end of expectations. However, the Group remains strongly profitable, and the Board is confident iomart has a strong basis for growth once UK business confidence returns and the strategic actions currently in progress under new CEO Reece Donovan have been fully implemented.Is New 90 Day High Low • Feb 18New 90-day high: €3.86The company is up 5.0% from its price of €3.69 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.お知らせ • Feb 16iomart Group plc Announces Appointment of Sharon Mars Leach as Group Marketing Directoriomart Group plc announced the appointment of Sharon Mars Leach as Group Marketing Director to lead the Group's brand acceleration strategy. Sharon joins from EY where she was responsible for brand, marketing and communications in Scotland. Previously, she spent nine years at BIG Partnership, where she worked with clients such as Deloitte, Transport for London, Royal Bank of Scotland, the UK and Scottish governments and the Commonwealth Games, and led the agency's expansion into the north west of England. Prior to working with EY, Sharon also advised tech start-ups and FTSE 100 businesses as a freelance brand consultant. At iomart, Sharon will be responsible for implementing a group marketing strategy in order to strengthen iomart's brand within the growing market for cloud computing services. This is a non-Board appointment.Is New 90 Day High Low • Jan 28New 90-day high: €3.82The company is up 9.0% from its price of €3.52 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT 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 €2.42 per share.Upcoming Dividend • Dec 31Upcoming Dividend of UK£0.026 Per ShareWill be paid on the 29th of January to those who are registered shareholders by the 7th of January. The trailing yield of 2.0% is below the top quartile of German dividend payers (3.6%), but it is higher than industry peers (1.0%).Reported Earnings • Dec 03First half 2021 earnings released: EPS UK£0.044The company reported a soft first half result with weaker earnings and profit margins, although revenues were improved. First half 2021 results: Revenue: UK£56.3m (up 2.1% from 1H 2020). Net income: UK£4.81m (down 31% from 1H 2020). Profit margin: 8.5% (down from 13% in 1H 2020). The decrease in margin was driven by higher expenses.お知らせ • Nov 05iomart Group plc to Report First Half, 2021 Results on Dec 01, 2020iomart Group plc announced that they will report first half, 2021 results on Dec 01, 2020Is New 90 Day High Low • Oct 27New 90-day low: €3.42The company is down 13% from its price of €3.93 on 29 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.94 per share.お知らせ • Sep 23+ 1 more updateHost Europe WVS Limited cancelled the acquisition of iomart Group plc (AIM:IOM).Host Europe WVS Limited made an offer to acquire iomart Group plc (AIM:IOM) for approximately £290 million on June 13, 2014. As reported, Host Europe WVS Limited offered a price of £2.75 per share of iomart Group. The Independent Directors rejected the offer considering that it undervalued iomart. Subsequently, Host Europe WVS Limited again made an offer to acquire iomart Group plc on June 27, 2014. Host Europe WVS Limited revised the offer price from £2.75 per share to £2.85 per share of iomart Group. The Independent Directors of Cinven concluded that both offers undervalued iomart and accordingly, both were rejected. Host Europe WVS Limited has until August 21, 2014, to show its hand, unless Iomart asks the takeover panel to give its suitor longer. As of August 19, 2014. Independent Directors of iomart Group plc has consented to an extension of the relevant deadline, until 5.00 p.m. on 16 September 2014 to enable Cinven to conduct initial due diligence and enable the parties to conclude their ongoing discussions. Richard Kauffer, Charles Batten, Daniel Harris and Oliver Jackson of Peel Hunt LLP acted as financial advisor, nominated advisor and broker to iomart. Caroline Forde and Hilary Millar of Newgate Threadneedle acted as public relations advisors for iomart Group. Laurence Hopkins, Sumit Pande and Michael Bird of Morgan Stanley acted as financial advisor to Cinven parent of Host Europe WVS Limited. Edward Bridges of FTI Consulting acted as public relations advisors for Civen. Host Europe WVS Limited cancelled the acquisition of iomart Group plc (AIM:IOM) on September 15, 2014.Is New 90 Day High Low • Sep 22New 90-day low: €3.45The company is down 13% from its price of €3.99 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.95 per share.お知らせ • Sep 10iomart Group plc Announces Executive Changesiomart Group plc announced that Chief Executive Officer of the company, Angus MacSween, has confirmed his intention to retire as CEO with effect from 1 October 2020. Reece Donovan, who joined the Company and Board as Chief Operating Officer in March 2020, as part of the Board's succession planning, will assume the role of Chief Executive Officer from that date. Angus will remain on the Board as a Non-Executive Director for up to 12 months to oversee a smooth transition and handover to Reece.お知らせ • Jul 31+ 1 more updateiomart Group plc (AIM:IOM) acquired Memset Ltd. for £4.2 million.iomart Group plc (AIM:IOM) acquired Memset Ltd. for £4.2 million on March 13, 2020. Memset Limited was acquired for an initial consideration of £3.3 million, with a further maximum consideration of £0.9 million. Transaction is expected to be immediately earnings enhancing. iomart Group plc (AIM:IOM) completed the acquisition of Memset Ltd. on March 13, 2020.業績と収益の成長予測DB:LYU - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029175-1N/AN/A13/31/2028160-561633/31/2027157-671943/31/2026155-851749/30/2025159-611223N/A6/30/2025151-581324N/A3/31/2025143-551425N/A12/31/2024135-261928N/A9/30/202412732030N/A6/30/202412752233N/A3/31/202412762436N/A12/31/202312672236N/A9/30/202312572135N/A6/30/202312072235N/A3/31/202311672334N/A12/31/202211082434N/A9/30/202210482434N/A6/30/202210392434N/A3/31/202210392535N/A12/31/2021105102335N/A9/30/2021108102135N/A6/30/2021110102238N/A3/31/2021112102340N/A12/31/2020113112440N/A9/30/2020114112540N/A6/30/2020113132238N/A3/31/2020113141937N/A12/31/2019110141837N/A9/30/2019108141637N/A6/30/201910613N/A34N/A3/31/201910413N/A31N/A12/31/201810312N/A32N/A9/30/201810212N/A33N/A6/30/201810012N/A34N/A3/31/20189812N/A36N/A12/31/20179613N/A34N/A9/30/20179413N/A33N/A6/30/20179212N/A33N/A3/31/20179012N/A34N/A12/31/20168612N/A32N/A9/30/20168212N/A30N/A6/30/20167911N/A28N/A3/31/20167611N/A27N/A12/31/20157310N/A25N/A9/30/2015719N/A24N/A6/30/2015689N/A24N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LYU今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: LYU今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: LYU今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: LYUの収益 ( 2.6% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: LYUの収益 ( 2.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LYU 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/07 06:56終値2026/05/07 00:00収益2025/09/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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iomart Group plc 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Jonathan ImlahCanaccord GenuityAndrew Murray DarleyCavendishJohn KaridisDeutsche Bank6 その他のアナリストを表示
お知らせ • Feb 11+ 1 more updateiomart Group plc Provides Earnings Guidance for the Year Ended 31 March 2026iomart Group plc provided earnings guidance for the year ended 31 March 2026. For the year, the company expects Revenue in the range of £157.6 million to £159.1 million.
お知らせ • Nov 26iomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2026iomart Group plc provided earnings guidance for the full year ending 31 March 2026. For the year, the company expects revenue in the range of £159 million to £160 million.
お知らせ • Oct 11Iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2023iomart Group plc provided earnings guidance for the six months ended 30 September 2023. For the period, the Board anticipates reporting revenue growth of approximately 18% for the six months to £62.0 million (H1 FY22: £52.6 million).
お知らせ • Dec 07+ 1 more updateIomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2023iomart Group plc provided earnings guidance for the full year ending 31 March 2023. For the period, profits are expected to be in line with expectations, with the second half profit showing progress on first half.
お知らせ • Oct 11iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2022iomart Group plc provided earnings guidance for the six months ended 30 September 2022. For the period, the company expects revenue of approximately £52.5 million (first half of fiscal year 2022: £51.9 million).
お知らせ • Apr 06iomart Group plc Provides Revenue Guidance for the Year Ended March 31, 2022iomart Group plc provides revenue guidance for the year ended March 31, 2022. For the year, the Group expects to report revenue of approximately £103 million.
お知らせ • Feb 11+ 1 more updateiomart Group plc Provides Earnings Guidance for the Year Ended 31 March 2026iomart Group plc provided earnings guidance for the year ended 31 March 2026. For the year, the company expects Revenue in the range of £157.6 million to £159.1 million.
お知らせ • Nov 26iomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2026iomart Group plc provided earnings guidance for the full year ending 31 March 2026. For the year, the company expects revenue in the range of £159 million to £160 million.
お知らせ • Sep 02iomart Group plc, Annual General Meeting, Sep 25, 2025iomart Group plc, Annual General Meeting, Sep 25, 2025. Location: the companys offices, 3rd floor, 11 21 paul street, ec2a 4ju, london United Kingdom
お知らせ • Jul 25iomart Group plc Proposes Not to Declare A Final Dividend for 2025The Directors of iomart Group plc are proposing not to declare a final dividend for 2025 (2024: 3.00 pence) reflecting the higher level of indebtedness in the Group following the Atech acquisition and reduced profitability in the current year.
お知らせ • Jul 18iomart Group plc to Report Fiscal Year 2025 Results on Jul 24, 2025iomart Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Jul 24, 2025
お知らせ • Nov 28Schroder Investment Management Limited acquired 6.56% stake in iomart Group plc (AIM:IOM) from Liontrust Asset Management PLC (LSE:LIO).Schroder Investment Management Limited acquired 6.56% stake in iomart Group plc (AIM:IOM) from Liontrust Asset Management PLC (LSE:LIO) earlier this month. Schroders Investment Management has bought 8.4 million shares from Liontrust Asset Management. Schroder Investment Management Limited completed the acquisition of 6.56% stake in iomart Group plc (AIM:IOM) from Liontrust Asset Management PLC (LSE:LIO) on earlier this month.
お知らせ • Nov 27iomart Group plc Approves Interim Dividend for the Six Months Ended 30 September 2024, Payable on 31 January 2025iomart Group plc approved an interim dividend for the six months ended 30 September 2024 of 1.3 pence per share (first half 2024: 1.94 pence) payable on 31 January 2025 to shareholders on the register on 10 January 2025, with an ex-dividend date of 9 January 2025.
Buy Or Sell Opportunity • Nov 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €1.15. The fair value is estimated to be €1.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are forecast to decline by 1.7% per annum over the same time period.
お知らせ • Nov 12iomart Group plc to Report First Half, 2025 Results on Nov 27, 2024iomart Group plc announced that they will report first half, 2025 results on Nov 27, 2024
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.06, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the IT industry in Germany. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.47 per share.
New Risk • Oct 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.11, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.53 per share.
Buy Or Sell Opportunity • Oct 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €1.25. The fair value is estimated to be €1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Oct 01iomart Group plc (AIM:IOM) acquired Atech Support Limited from Pelican Capital LLP and others for £57 million.iomart Group plc (AIM:IOM) acquired Atech Support Limited from Pelican Capital LLP and others for £57 million on October 1, 2024. Acquisition is being fully funded through existing cash and the newly increased £125 million revolving credit bank facilities. Atech CEO Ryan Langley joining iomart as Group CTO. For the period ending June 30, 2024, Atech Support Limited reported total revenue of £32.2 million and EBITDA of £3.3 million. The largest shareholder of Atech Support is Pelican Capital with 54% of all the issued share capital, with two of the original founders having 30% between them. The balance is held between the management team who will remain with the business. Investec Bank plc acted as financial advisor for iomart Group plc. iomart Group plc (AIM:IOM) completed the acquisition of Atech Support Limited from Pelican Capital LLP and others on October 1, 2024.
お知らせ • Sep 26iomart Confirms Exclusive Talks with Regard to the Possible Acquisition of Kookaburra TopcoThe board of iomart Group plc (AIM:IOM) noted the recent press speculation and confirms that the Company is in exclusive talks with regard to the possible acquisition of Kookaburra Topco Limited (‘Kookaburra’), the holding company of Atech Support Limited (‘Atech’) (the ‘Possible Acquisition’). There is no guarantee that the Possible Acquisition will proceed, however, if it were to proceed, it would be financed from the Company's existing cash resources and banking facilities and be classified as a Substantial Transaction under the AIM Rules for Companies. The Directors of iomart believe that the Possible Acquisition of Atech would accelerate iomart's growth strategy, positioning the enlarged group as the leading provider of secure public, private and hybrid cloud services to mid-sized enterprises in the UK. Further announcements will be made as and when appropriate.
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: UK£0.058 (vs UK£0.064 in FY 2023)Full year 2024 results: EPS: UK£0.058 (down from UK£0.064 in FY 2023). Revenue: UK£127.0m (up 9.9% from FY 2023). Net income: UK£6.44m (down 7.9% from FY 2023). Profit margin: 5.1% (down from 6.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 21% per year.
お知らせ • Aug 10iomart Group plc, Annual General Meeting, Sep 03, 2024iomart Group plc, Annual General Meeting, Sep 03, 2024. Location: the companys offices, 6 atlantic quay, 55 robertson street, g2 8jd, glasgow United Kingdom
Upcoming Dividend • Aug 08Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 15 August 2024. Payment date: 09 September 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).
Declared Dividend • Jun 13Final dividend of UK£0.03 announcedShareholders will receive a dividend of UK£0.03. Ex-date: 15th August 2024 Payment date: 9th September 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 13+ 1 more updateiomart Group plc Proposes to Pay A Final Dividend for the Year Ended March 31, 2024, Payable on 9 September 2024iomart Group plc is now proposing to pay a final dividend for the year ended March 31, 2024 of 3.00 pence per share. Subject to shareholder approval this proposed final dividend would be payable on 9 September 2024 to shareholders on the register at close on 16 August 2024.
Reported Earnings • Jun 12Full year 2024 earnings released: EPS: UK£0.058 (vs UK£0.064 in FY 2023)Full year 2024 results: EPS: UK£0.058 (down from UK£0.064 in FY 2023). Revenue: UK£127.0m (up 9.9% from FY 2023). Net income: UK£6.44m (down 7.9% from FY 2023). Profit margin: 5.1% (down from 6.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 21% per year.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.64, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the IT industry in Germany. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.55 per share.
お知らせ • Apr 11+ 1 more updateiomart Group plc to Report Fiscal Year 2024 Results on Jun 11, 2024iomart Group plc announced that they will report fiscal year 2024 results on Jun 11, 2024
Buy Or Sell Opportunity • Apr 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €1.61. The fair value is estimated to be €2.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Buy Or Sell Opportunity • Feb 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €1.47. The fair value is estimated to be €1.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Upcoming Dividend • Dec 28Upcoming dividend of UK£0.019 per share at 3.5% yieldEligible shareholders must have bought the stock before 04 January 2024. Payment date: 26 January 2024. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.1%).
Reported Earnings • Dec 08First half 2024 earnings released: EPS: UK£0.031 (vs UK£0.035 in 1H 2023)First half 2024 results: EPS: UK£0.031 (down from UK£0.035 in 1H 2023). Revenue: UK£62.0m (up 18% from 1H 2023). Net income: UK£3.43m (down 10% from 1H 2023). Profit margin: 5.5% (down from 7.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.
お知らせ • Dec 05+ 1 more updateiomart Group plc Approves Interim Dividend, Payable on 26 January 2024The board of iomart Group plc has approved an interim dividend of 1.94 pence per share (H1 2023: 1.94 pence) payable on 26 January 2024 to shareholders on the register on 5 January 2024, with an ex-dividend date of 4 January 2024. This interim dividend represents a pay-out ratio of 38% (H1 2023: 37%) of the adjusted diluted earnings per share for the period.
お知らせ • Nov 28iomart Group plc to Report First Half, 2024 Results on Dec 05, 2023iomart Group plc announced that they will report first half, 2024 results on Dec 05, 2023
お知らせ • Oct 11Iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2023iomart Group plc provided earnings guidance for the six months ended 30 September 2023. For the period, the Board anticipates reporting revenue growth of approximately 18% for the six months to £62.0 million (H1 FY22: £52.6 million).
Board Change • Sep 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Senior Independent Non-Executive Director Adrian Chamberlain was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 11iomart Group plc, Annual General Meeting, Sep 05, 2023iomart Group plc, Annual General Meeting, Sep 05, 2023, at 09:00 Coordinated Universal Time. Location: at the Company's offices at 6 Atlantic Quay, 55 Robertson Street Galsgow United Kingdom
お知らせ • Jul 17Iomart Group plc Announces Lucy Dimes, Non-Executive Chair, Assume the Role of Executive Chairiomart Group plc announced that Lucy Dimes, Non-Executive Chair, will, from 17 July 2023, assume the role of Executive Chair, on a part-time basis, with a focus on the further development of external facing corporate opportunities, alongside the Executive Directors. The additional executive resource and experience will provide greater capacity for iomart to take full advantage of the varied and wide opportunities which exist within the IT Cloud marketplace.
お知らせ • Jun 27iomart acloud computing and IT managed services business Announces Change of Registered Officeiomart acloud computing and IT managed services business announced on 26 June 2023 that its registered office has changed with immediate effect to 6 Atlantic Quay, 55 Robertson Street, Glasgow G2 8JD. This new office address is also the new registered office for all iomart subsidiary companies which are registered in Scotland.
Reported Earnings • Jun 14Full year 2023 earnings released: EPS: UK£0.064 (vs UK£0.086 in FY 2022)Full year 2023 results: EPS: UK£0.064 (down from UK£0.086 in FY 2022). Revenue: UK£115.6m (up 12% from FY 2022). Net income: UK£7.00m (down 26% from FY 2022). Profit margin: 6.0% (down from 9.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • Jun 06iomart Group plc (AIM:IOM) agreed to acquire Extrinsica Global Holdings Limited.iomart Group plc (AIM:IOM) agreed to acquire Extrinsica Global Limited for £12.61 million on June 5, 2023. The initial consideration, debt settlement and any earn out consideration will be financed through a combination of existing bank facilities and cash on the Company's balance sheet. For the year ended March 31,2023 Extrinsica generated revenues of £7.4million and EBITDA of £0.1million. Investec Bank PLC acted as financial advisor to iomart Group plc (AIM:IOM) in the deal.
お知らせ • May 23iomart Group plc Announces Board Changesiomart Group plc announced the appointments of Dr. Annette Nabavi and Adrian Chamberlain as Independent Non-Executive Directors of the Company. Annette's appointment will start on 25 May 2023 and she will be appointed Chair of the Remuneration Committee from 1 June 2023. Adrian's appointment, as Senior Independent Non-Executive Director of the Company, will start from 1 June 2023. Following six years on the Board, Richard Masters, Non-Executive Director will not stand for re-election at the forthcoming Annual General Meeting in September 2023 and will leave the Board at that time. Annette brings over 30 years of experience in operational and advisory roles in the technology sector including significant expertise in driving growth through acquisition and partnerships. Annette currently sits on the board of Eleco plc and serves as the Chair of its Remuneration Committee. She has held several Non-Executive Director roles, including a seven-year tenure at AIM listed Maintel Holdings Plc, where she also chaired the Remuneration Committee. She has substantial experience in the area of Remuneration through her involvement with the Quoted Companies Alliance (QCA), where she supported the update to the Remuneration Committee Guide. Annette is Finance Director for Women in Telecoms and Technology. Adrian has considerable experience across the technology and telecoms sector, having spent a significant period of his executive career with Cable & Wireless plc before becoming CEO of Message Labs and then Achilles, both cloud-based SaaS businesses. He has substantial experience in strategy formulation, growing turnover and establishing presence in new markets. Adrian is a Non-Executive Director on the board of Alfa Financial Software Holdings plc, a listed global software provider, a Non-Executive and Senior Independent Director at Cambridge University Hospitals NHS Foundation Trust and was, until recently, the Chair of the Board of eConsult Health Ltd.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €1.72, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.60 per share.
Upcoming Dividend • Dec 29Upcoming dividend of UK£0.019 per shareEligible shareholders must have bought the stock before 05 January 2023. Payment date: 27 January 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.46, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.23 per share.
Reported Earnings • Dec 07First half 2023 earnings released: EPS: UK£0.035 (vs UK£0.044 in 1H 2022)First half 2023 results: EPS: UK£0.035 (down from UK£0.044 in 1H 2022). Revenue: UK£52.6m (up 1.2% from 1H 2022). Net income: UK£3.82m (down 21% from 1H 2022). Profit margin: 7.3% (down from 9.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 07+ 1 more updateIomart Group plc Provides Earnings Guidance for the Full Year Ending 31 March 2023iomart Group plc provided earnings guidance for the full year ending 31 March 2023. For the period, profits are expected to be in line with expectations, with the second half profit showing progress on first half.
お知らせ • Nov 30iomart Group plc to Report First Half, 2023 Results on Dec 06, 2022iomart Group plc announced that they will report first half, 2023 results on Dec 06, 2022
お知らせ • Oct 20iomart Group plc Announces Resignation of Andrew Taylor as independent Non-Executive Director, Effective December 31, 2022iomart Group plc announced that Andrew Taylor, independent Non-Executive Director, has notified the Board of his intention to resign as a director of the Company, effective 31 December 2022 driven by his growing portfolio of business commitments. The Nomination Committee is undertaking a search for a replacement independent Non-Executive Director, with the intention for the search to be completed by the Company's financial year end.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.51, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.74 per share.
お知らせ • Oct 11iomart Group plc Provides Earnings Guidance for the Six Months Ended 30 September 2022iomart Group plc provided earnings guidance for the six months ended 30 September 2022. For the period, the company expects revenue of approximately £52.5 million (first half of fiscal year 2022: £51.9 million).
お知らせ • Aug 25iomart Group plc Announces Board Changesiomart Group plc announced the appointment of Lucy Dimes as Independent Non-Executive Chair of the Company, with effect from the closing of the AGM on 30 August 2022. This follows the decision by exiting Chair, Ian Steele, not to stand for re-election as previously announced. Lucy is an accomplished business leader having operated in senior executive positions in FTSE 100, FTSE 250 and private equity owned companies spanning telecoms, technology, business services and financial services. Lucy has substantial experience in complex, highly regulated international markets in product innovation, market entry, scaling for growth and expansion. Lucy also sits on the board of Babcock International Group plc, the c.£4bn turnover defence & aerospace group, and is an advisor to the automation and AI specialist software developer Intelygenz S.A. Lucy previously sat on the Berendsen plc board, a c.£1bn turnover textile services business, before it was acquired by Elis S.A. in 2017. Lucy is passionate about technology, customer experience, diversity and sustainability.
お知らせ • Aug 17iomart Group plc (AIM:IOM) Completed the acquisition of Concepta Capital Limited from existing management team including Chris Kiaie.iomart Group plc (AIM:IOM) agreed to acquire Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million on August 3, 2022. iomart will pay an initial cash consideration on completion of £10.5 million, subject to potential completion accounts adjustments. In addition, a deferred contingent cash consideration of up to £4.0 million will be payable dependent on the future profit performance of the Concepta business in the year ending June 30, 2023. Concepta currently has bank debt of £1.5 million which will be taken on by iomart and settled as part of the completion process. The initial consideration, debt settlement and any earn out consideration will be financed through a combination of existing bank facilities and cash on iomart Group's balance sheet. Concepta had revenues of c. £10m and EBITDA (pre-exceptional items) of c. £1.6 million for the year ended March 31, 2022. Completion of the Acquisition is subject to written confirmation from the Department for Business, Energy & Industrial Strategy in accordance with section 14(8)(b)(ii) of the National Security and Investment Act 2021. This clearance is required as ORIIUM provides data management services to UK government bodies. This is expected shortly. Edward Knight and Paul Gillam of Peel Hunt LLP acted as nominated advisor to iomart Group plc. iomart Group plc (AIM:IOM) Completed the acquisition of Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million on August 15, 2022. The transaction has now received the required clearance confirmation from the Department for Business, Energy & Industrial Strategy in accordance with section 14(8)(b)(ii) of the National Security and Investment Act 2021.
Reported Earnings • Aug 08Full year 2022 earnings released: EPS: UK£0.086 (vs UK£0.093 in FY 2021)Full year 2022 results: EPS: UK£0.086 (down from UK£0.093 in FY 2021). Revenue: UK£103.0m (down 7.9% from FY 2021). Net income: UK£9.40m (down 7.9% from FY 2021). Profit margin: 9.1% (in line with FY 2021). Over the next year, revenue is forecast to grow 4.9%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
Upcoming Dividend • Aug 04Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.5%).
お知らせ • Aug 04+ 1 more updateiomart Group plc (AIM:IOM) agreed to acquire Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million.iomart Group plc (AIM:IOM) agreed to acquire Concepta Capital Limited from existing management team including Chris Kiaie for £14.5 million on August 3, 2022. iomart will pay an initial cash consideration on completion of £10.5 million, subject to potential completion accounts adjustments. In addition, a deferred contingent cash consideration of up to £4.0 million will be payable dependent on the future profit performance of the Concepta business in the year ending June 30, 2023. Concepta currently has bank debt of £1.5 million which will be taken on by iomart and settled as part of the completion process. The initial consideration, debt settlement and any earn out consideration will be financed through a combination of existing bank facilities and cash on iomart Group's balance sheet. Concepta had revenues of c. £10m and EBITDA (pre-exceptional items) of c. £1.6 million for the year ended March 31, 2022. Completion of the Acquisition is subject to written confirmation from the Department for Business, Energy & Industrial Strategy in accordance with section 14(8)(b)(ii) of the National Security and Investment Act 2021. This clearance is required as ORIIUM provides data management services to UK government bodies. This is expected shortly. Peel Hunt LLP
Reported Earnings • Jun 15Full year 2022 earnings released: EPS: UK£0.086 (vs UK£0.093 in FY 2021)Full year 2022 results: EPS: UK£0.086 (down from UK£0.093 in FY 2021). Revenue: UK£103.0m (down 7.9% from FY 2021). Net income: UK£9.40m (down 7.9% from FY 2021). Profit margin: 9.1% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.0%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 17% per year.
お知らせ • Jun 14Iomart Group plc Proposes Final Dividend, Payable on September 2, 2022iomart Group plc's Board is proposing to pay a final dividend of 3.60 pence per share taking the total for the year to 6.02 pence being at the maximum pay-out ratio under their stated dividend policy of paying up to 50% of adjusted diluted earnings per share. They believe this is appropriate given their funding position, robust business model, the low level of indebtedness within the Group and the fact they have not utilised any of the government furlough schemes during the Covid-19 pandemic. Subject to shareholder approval this proposed final dividend would be payable on 2 September 2022 to shareholders on the register at close on 12 August 2022.
お知らせ • Apr 06iomart Group plc Provides Revenue Guidance for the Year Ended March 31, 2022iomart Group plc provides revenue guidance for the year ended March 31, 2022. For the year, the Group expects to report revenue of approximately £103 million.
お知らせ • Apr 05iomart Group plc to Report Fiscal Year 2022 Results on Jun 14, 2022iomart Group plc announced that they will report fiscal year 2022 results on Jun 14, 2022
Buying Opportunity • Mar 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be UK£2.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has declined by 8.7% per annum over the last 3 years.
Buying Opportunity • Feb 23Now 22% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be UK£2.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has declined by 8.7% per annum over the last 3 years.
お知らせ • Feb 10iomart Group plc Announces Appointment of Ben Savage as Chief Commercial Officeriomart Group plc announced the appointment of Ben Savage as Chief Commercial Officer. Ben boasts more than 25 years' experience working across a range of technology-based sales leadership roles. Ben has also worked for organizations head-quartered in Silicon Valley, Europe, and the Middle East. His most recent position was Managing Director, Sales and Marketing at managed service provider Six Degrees. Bringing with him a wealth of experience working with companies ranging from start-ups to large enterprises, Ben will oversee iomart's sales team and overarching commercial strategy as well as being a central figure supporting the organisation's growth ambitions.
Buying Opportunity • Jan 25Now 22% undervaluedOver the last 90 days, the stock is up 6.3%. The fair value is estimated to be UK£2.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has declined by 8.7% per annum over the last 3 years.
Upcoming Dividend • Dec 30Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 06 January 2022. Payment date: 28 January 2022. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.0%).
Reported Earnings • Dec 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.044 (vs UK£0.044 in 1H 2021). Revenue: UK£51.9m (down 7.8% from 1H 2021). Net income: UK£4.81m (flat on 1H 2021). Profit margin: 9.3% (up from 8.5% in 1H 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.0% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.044 (vs UK£0.044 in 1H 2021). Revenue: UK£51.9m (down 7.8% from 1H 2021). Net income: UK£4.81m (flat on 1H 2021). Profit margin: 9.3% (up from 8.5% in 1H 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.0% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €2.12, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the IT industry in Germany. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.03 per share.
Reported Earnings • Aug 08Full year 2021 earnings released: EPS UK£0.093 (vs UK£0.13 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£111.9m (flat on FY 2020). Net income: UK£10.2m (down 25% from FY 2020). Profit margin: 9.1% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Aug 05Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 03 September 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.8%).
Reported Earnings • Jun 16Full year 2021 earnings released: EPS UK£0.093 (vs UK£0.13 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£111.9m (flat on FY 2020). Net income: UK£10.2m (down 25% from FY 2020). Profit margin: 9.1% (down from 12% in FY 2020).
お知らせ • Apr 08iomart Group plc Provides Earnings Guidance for the Year to March 31, 2021iomart Group plc provided earnings guidance for the year to March 31, 2021. For the year to 31 March 2021, the Group expects to report revenue of approximately £112 million. iomart expects to deliver a continued stable financial performance in the second half of the year. The third, and unexpected, COVID-19 UK lock down hindered the green shoots of growth it had expected in the second half of the year, causing results to be at the lower end of expectations. However, the Group remains strongly profitable, and the Board is confident iomart has a strong basis for growth once UK business confidence returns and the strategic actions currently in progress under new CEO Reece Donovan have been fully implemented.
Is New 90 Day High Low • Feb 18New 90-day high: €3.86The company is up 5.0% from its price of €3.69 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.
お知らせ • Feb 16iomart Group plc Announces Appointment of Sharon Mars Leach as Group Marketing Directoriomart Group plc announced the appointment of Sharon Mars Leach as Group Marketing Director to lead the Group's brand acceleration strategy. Sharon joins from EY where she was responsible for brand, marketing and communications in Scotland. Previously, she spent nine years at BIG Partnership, where she worked with clients such as Deloitte, Transport for London, Royal Bank of Scotland, the UK and Scottish governments and the Commonwealth Games, and led the agency's expansion into the north west of England. Prior to working with EY, Sharon also advised tech start-ups and FTSE 100 businesses as a freelance brand consultant. At iomart, Sharon will be responsible for implementing a group marketing strategy in order to strengthen iomart's brand within the growing market for cloud computing services. This is a non-Board appointment.
Is New 90 Day High Low • Jan 28New 90-day high: €3.82The company is up 9.0% from its price of €3.52 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT 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 €2.42 per share.
Upcoming Dividend • Dec 31Upcoming Dividend of UK£0.026 Per ShareWill be paid on the 29th of January to those who are registered shareholders by the 7th of January. The trailing yield of 2.0% is below the top quartile of German dividend payers (3.6%), but it is higher than industry peers (1.0%).
Reported Earnings • Dec 03First half 2021 earnings released: EPS UK£0.044The company reported a soft first half result with weaker earnings and profit margins, although revenues were improved. First half 2021 results: Revenue: UK£56.3m (up 2.1% from 1H 2020). Net income: UK£4.81m (down 31% from 1H 2020). Profit margin: 8.5% (down from 13% in 1H 2020). The decrease in margin was driven by higher expenses.
お知らせ • Nov 05iomart Group plc to Report First Half, 2021 Results on Dec 01, 2020iomart Group plc announced that they will report first half, 2021 results on Dec 01, 2020
Is New 90 Day High Low • Oct 27New 90-day low: €3.42The company is down 13% from its price of €3.93 on 29 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.94 per share.
お知らせ • Sep 23+ 1 more updateHost Europe WVS Limited cancelled the acquisition of iomart Group plc (AIM:IOM).Host Europe WVS Limited made an offer to acquire iomart Group plc (AIM:IOM) for approximately £290 million on June 13, 2014. As reported, Host Europe WVS Limited offered a price of £2.75 per share of iomart Group. The Independent Directors rejected the offer considering that it undervalued iomart. Subsequently, Host Europe WVS Limited again made an offer to acquire iomart Group plc on June 27, 2014. Host Europe WVS Limited revised the offer price from £2.75 per share to £2.85 per share of iomart Group. The Independent Directors of Cinven concluded that both offers undervalued iomart and accordingly, both were rejected. Host Europe WVS Limited has until August 21, 2014, to show its hand, unless Iomart asks the takeover panel to give its suitor longer. As of August 19, 2014. Independent Directors of iomart Group plc has consented to an extension of the relevant deadline, until 5.00 p.m. on 16 September 2014 to enable Cinven to conduct initial due diligence and enable the parties to conclude their ongoing discussions. Richard Kauffer, Charles Batten, Daniel Harris and Oliver Jackson of Peel Hunt LLP acted as financial advisor, nominated advisor and broker to iomart. Caroline Forde and Hilary Millar of Newgate Threadneedle acted as public relations advisors for iomart Group. Laurence Hopkins, Sumit Pande and Michael Bird of Morgan Stanley acted as financial advisor to Cinven parent of Host Europe WVS Limited. Edward Bridges of FTI Consulting acted as public relations advisors for Civen. Host Europe WVS Limited cancelled the acquisition of iomart Group plc (AIM:IOM) on September 15, 2014.
Is New 90 Day High Low • Sep 22New 90-day low: €3.45The company is down 13% from its price of €3.99 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.95 per share.
お知らせ • Sep 10iomart Group plc Announces Executive Changesiomart Group plc announced that Chief Executive Officer of the company, Angus MacSween, has confirmed his intention to retire as CEO with effect from 1 October 2020. Reece Donovan, who joined the Company and Board as Chief Operating Officer in March 2020, as part of the Board's succession planning, will assume the role of Chief Executive Officer from that date. Angus will remain on the Board as a Non-Executive Director for up to 12 months to oversee a smooth transition and handover to Reece.
お知らせ • Jul 31+ 1 more updateiomart Group plc (AIM:IOM) acquired Memset Ltd. for £4.2 million.iomart Group plc (AIM:IOM) acquired Memset Ltd. for £4.2 million on March 13, 2020. Memset Limited was acquired for an initial consideration of £3.3 million, with a further maximum consideration of £0.9 million. Transaction is expected to be immediately earnings enhancing. iomart Group plc (AIM:IOM) completed the acquisition of Memset Ltd. on March 13, 2020.