View ValuationEssentra 将来の成長Future 基準チェック /36Essentra利益と収益がそれぞれ年間54.9%と4.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.1% 58.7%なると予測されています。主要情報54.9%収益成長率58.71%EPS成長率Chemicals 収益成長39.3%収益成長率4.3%将来の株主資本利益率11.10%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.すべての更新を表示Recent updatesお知らせ • Mar 19Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive DirectorEssentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026. Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees.お知らせ • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.お知らせ • Mar 13Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary.お知らせ • Jan 29Essentra plc to Report First Half, 2026 Results on Jul 29, 2026Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Jan 15+ 1 more updateEssentra plc to Report Q4, 2025 Results on Mar 17, 2026Essentra plc announced that they will report Q4, 2025 results on Mar 17, 2026お知らせ • Dec 18Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million.Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis. For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC. Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025.お知らせ • Aug 08Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components.お知らせ • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.お知らせ • Mar 24+ 3 more updatesEssentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Essentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)お知らせ • Mar 19+ 1 more updateEssentra plc, Annual General Meeting, May 21, 2025Essentra plc, Annual General Meeting, May 21, 2025.お知らせ • Jan 06Essentra plc Announces Board ChangesEssentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024.お知らせ • Jan 01+ 1 more updateEssentra plc to Report Fiscal Year 2024 Results on Mar 19, 2025Essentra plc announced that they will report fiscal year 2024 results on Mar 19, 2025お知らせ • Sep 10Essentra plc Announces CFO Changes, Effective November 5, 2024Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser.お知らせ • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£97k sold).お知らせ • May 23Essentra plc Announces Board and Committee ChangesEssentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down.Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.8%).Recent Insider Transactions • Apr 08Chief Executive Officer recently sold UK£97k worth of stockOn the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly UK£1.76 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Scott Morgan's only on-market trade for the last 12 months.New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Declared Dividend • Mar 21Dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.02 (vs UK£0.12 loss in FY 2022)Full year 2023 results: EPS: UK£0.02 (up from UK£0.12 loss in FY 2022). Revenue: UK£316.3m (down 6.4% from FY 2022). Net income: UK£5.80m (up UK£41.1m from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Mar 20+ 1 more updateEssentra plc Announces Retirement of Jack Clarke as Chief Financial Officer, No Later Than 31 March 2025Essentra plc announces that Jack Clarke has informed the Board of his decision to retire as Chief Financial Officer ("CFO") of the Company. Jack will continue in his role until a successor is in place to ensure a smooth transfer of responsibilities and, in line with Jack's retirement plans, the Company expects him to leave no later than 31 March 2025. The Company has commenced a search, of both internal and external candidates, for Jack's successor. Jack joined the Company in April 2022 as an experienced CFO and, during his tenure, he has completed the strategic reviews and transitional arrangements that led to the successful sale of the Company's Packaging and Filters businesses, and the subsequent launch of Essentra as a pure-play Components business.お知らせ • Oct 27Essentra plc (LSE:ESNT) acquired Bmp Srl.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023.お知らせ • Sep 21Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Upcoming Dividend • Sep 14Upcoming dividend of UK£0.012 per share at 1.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.9%).お知らせ • Aug 17+ 1 more updateEssentra plc Declares Interim Dividend for the Year 2023, Payable on 27 October 2023The Board of Directors of Essentra plc declared a 2023 interim dividend of 1.2 pence per share. The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining dividend cover in the order of three times earnings. The interim dividend has been calculated on the earnings of the continuing operations of the business (2022 interim dividend of 2.3 pence per share was calculated on the Group earnings, which includes the earnings that are now reported as discontinued operations). The interim dividend will be paid on 27 October 2023 to shareholders on the share register at the record date, being 22 September 2023. The ex-dividend date will be 21 September 2023.Reported Earnings • Aug 17First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022)First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • May 11Upcoming dividend of UK£0.01 per share at 1.6% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).Buying Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£2.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be UK£2.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to UK£1.75, the stock trades at a trailing P/E ratio of 50.9x. Average forward P/E is 11x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£1.98 per share.Upcoming Dividend • Mar 13Upcoming dividend of UK£0.30 per share at 2.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.1%).お知らせ • Feb 02Essentra plc Announces Special Dividend, Payable on 27 April 2023Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023.Board Change • Jan 04Less than half of directors are independentFollowing Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 04+ 1 more updateEssentra plc Announces CEO ChangesEssentra plc confirmed the appointment of Scott Fawcett as Chief Executive of Essentra plc, having taken up the role with effect from 1 January 2023. The Board also confirm that Paul Forman has now stepped down as Chief Executive, with effect from 31 December 2022.お知らせ • Jan 02Essentra plc to Report First Half, 2023 Results on Aug 16, 2023Essentra plc announced that they will report first half, 2023 results on Aug 16, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to grow by 261% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£2.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.85 per share.Upcoming Dividend • Sep 15Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (3.0%).Reported Earnings • Aug 18First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021)First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 14Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (2.7%).Board Change • Apr 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8% compared to a 11% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£2.91, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 22x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£5.09 per share.Upcoming Dividend • Sep 16Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (3.9%). In line with average of industry peers (1.6%).Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 01First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 18% per year.Executive Departure • May 27Senior Independent Non-Executive Director has left the companyOn the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (UK£40k worth at the time). Tommy is the only executive to leave the company over the last 12 months.Upcoming Dividend • Apr 15Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.6%).Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 11New 90-day low: UK£2.88The company is down 5.0% from its price of UK£3.02 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.66 per share.Reported Earnings • Mar 06Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3% compared to a 9.1% decline forecast for the Chemicals industry in the United Kingdom.Is New 90 Day High Low • Jan 08New 90-day high: UK£3.30The company is up 24% from its price of UK£2.66 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£2.51 per share.Is New 90 Day High Low • Dec 01New 90-day high: UK£3.09The company is up 8.0% from its price of UK£2.86 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 UK£2.85 per share.業績と収益の成長予測BATS-CHIXE:ESNTL - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028343162145712/31/2027327132140712/31/202631251734712/31/202530221425N/A9/30/202529961224N/A6/30/202529591023N/A3/31/2025299111224N/A12/31/2024302121326N/A9/30/202430661931N/A6/30/202431012437N/A3/31/202431332033N/A12/31/202331661630N/A9/30/2023322-62745N/A6/30/2023328-173860N/A3/31/2023333-263162N/A12/31/2022338-352364N/A9/30/2022264-311458N/A6/30/2022190-27553N/A3/31/2022246-171358N/A12/31/2021302-62263N/A9/30/2021519-23470N/A6/30/202173614676N/A3/31/2021816-15284N/A12/31/2020897-35893N/A9/30/202090693991N/A6/30/2020916142078N/A3/31/2020945261977N/A12/31/2019974381876N/A9/30/201999739N/A85N/A6/30/20191,01940N/A95N/A3/31/20191,02232N/A97N/A12/31/20181,02624N/A99N/A6/30/20181,0184N/A102N/A3/31/20181,0234N/A90N/A12/31/20171,0274N/A77N/A6/30/20171,026-64N/A125N/A3/31/20171,012-58N/A139N/A12/31/2016999-52N/A153N/A6/30/201695148N/A101N/A3/31/201697952N/A106N/A12/31/20151,00756N/A111N/A9/30/20151,04269N/A120N/A6/30/201598571N/A129N/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: ESNTLの予測収益成長率 (年間54.9% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: ESNTLの収益 ( 54.9% ) はUK市場 ( 11.4% ) よりも速いペースで成長すると予測されています。高成長収益: ESNTLの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: ESNTLの収益 ( 4.3% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: ESNTLの収益 ( 4.3% ) 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: ESNTLの 自己資本利益率 は、3年後には低くなると予測されています ( 11.1 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:59終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Essentra plc 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関James BaylissBerenbergCalum BattersbyBerenbergMichael O'BrienCanaccord Genuity13 その他のアナリストを表示
お知らせ • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.
お知らせ • Mar 19Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive DirectorEssentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026. Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees.
お知らせ • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.
お知らせ • Mar 13Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary.
お知らせ • Jan 29Essentra plc to Report First Half, 2026 Results on Jul 29, 2026Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Jan 15+ 1 more updateEssentra plc to Report Q4, 2025 Results on Mar 17, 2026Essentra plc announced that they will report Q4, 2025 results on Mar 17, 2026
お知らせ • Dec 18Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million.Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis. For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC. Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025.
お知らせ • Aug 08Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components.
お知らせ • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.
お知らせ • Mar 24+ 3 more updatesEssentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Essentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
お知らせ • Mar 19+ 1 more updateEssentra plc, Annual General Meeting, May 21, 2025Essentra plc, Annual General Meeting, May 21, 2025.
お知らせ • Jan 06Essentra plc Announces Board ChangesEssentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024.
お知らせ • Jan 01+ 1 more updateEssentra plc to Report Fiscal Year 2024 Results on Mar 19, 2025Essentra plc announced that they will report fiscal year 2024 results on Mar 19, 2025
お知らせ • Sep 10Essentra plc Announces CFO Changes, Effective November 5, 2024Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser.
お知らせ • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.
New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£97k sold).
お知らせ • May 23Essentra plc Announces Board and Committee ChangesEssentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down.
Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • Apr 08Chief Executive Officer recently sold UK£97k worth of stockOn the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly UK£1.76 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Scott Morgan's only on-market trade for the last 12 months.
New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Declared Dividend • Mar 21Dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.02 (vs UK£0.12 loss in FY 2022)Full year 2023 results: EPS: UK£0.02 (up from UK£0.12 loss in FY 2022). Revenue: UK£316.3m (down 6.4% from FY 2022). Net income: UK£5.80m (up UK£41.1m from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 20+ 1 more updateEssentra plc Announces Retirement of Jack Clarke as Chief Financial Officer, No Later Than 31 March 2025Essentra plc announces that Jack Clarke has informed the Board of his decision to retire as Chief Financial Officer ("CFO") of the Company. Jack will continue in his role until a successor is in place to ensure a smooth transfer of responsibilities and, in line with Jack's retirement plans, the Company expects him to leave no later than 31 March 2025. The Company has commenced a search, of both internal and external candidates, for Jack's successor. Jack joined the Company in April 2022 as an experienced CFO and, during his tenure, he has completed the strategic reviews and transitional arrangements that led to the successful sale of the Company's Packaging and Filters businesses, and the subsequent launch of Essentra as a pure-play Components business.
お知らせ • Oct 27Essentra plc (LSE:ESNT) acquired Bmp Srl.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023.
お知らせ • Sep 21Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.
Upcoming Dividend • Sep 14Upcoming dividend of UK£0.012 per share at 1.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.9%).
お知らせ • Aug 17+ 1 more updateEssentra plc Declares Interim Dividend for the Year 2023, Payable on 27 October 2023The Board of Directors of Essentra plc declared a 2023 interim dividend of 1.2 pence per share. The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining dividend cover in the order of three times earnings. The interim dividend has been calculated on the earnings of the continuing operations of the business (2022 interim dividend of 2.3 pence per share was calculated on the Group earnings, which includes the earnings that are now reported as discontinued operations). The interim dividend will be paid on 27 October 2023 to shareholders on the share register at the record date, being 22 September 2023. The ex-dividend date will be 21 September 2023.
Reported Earnings • Aug 17First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022)First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.
Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • May 11Upcoming dividend of UK£0.01 per share at 1.6% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).
Buying Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£2.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be UK£2.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to UK£1.75, the stock trades at a trailing P/E ratio of 50.9x. Average forward P/E is 11x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£1.98 per share.
Upcoming Dividend • Mar 13Upcoming dividend of UK£0.30 per share at 2.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.1%).
お知らせ • Feb 02Essentra plc Announces Special Dividend, Payable on 27 April 2023Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023.
Board Change • Jan 04Less than half of directors are independentFollowing Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 04+ 1 more updateEssentra plc Announces CEO ChangesEssentra plc confirmed the appointment of Scott Fawcett as Chief Executive of Essentra plc, having taken up the role with effect from 1 January 2023. The Board also confirm that Paul Forman has now stepped down as Chief Executive, with effect from 31 December 2022.
お知らせ • Jan 02Essentra plc to Report First Half, 2023 Results on Aug 16, 2023Essentra plc announced that they will report first half, 2023 results on Aug 16, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to grow by 261% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£2.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.85 per share.
Upcoming Dividend • Sep 15Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (3.0%).
Reported Earnings • Aug 18First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021)First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (2.7%).
Board Change • Apr 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8% compared to a 11% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£2.91, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 22x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£5.09 per share.
Upcoming Dividend • Sep 16Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (3.9%). In line with average of industry peers (1.6%).
Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 01First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 18% per year.
Executive Departure • May 27Senior Independent Non-Executive Director has left the companyOn the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (UK£40k worth at the time). Tommy is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Apr 15Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.6%).
Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 11New 90-day low: UK£2.88The company is down 5.0% from its price of UK£3.02 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.66 per share.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3% compared to a 9.1% decline forecast for the Chemicals industry in the United Kingdom.
Is New 90 Day High Low • Jan 08New 90-day high: UK£3.30The company is up 24% from its price of UK£2.66 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£2.51 per share.
Is New 90 Day High Low • Dec 01New 90-day high: UK£3.09The company is up 8.0% from its price of UK£2.86 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 UK£2.85 per share.