Zotefoams（ZTFL）株式概要Zotefoams plcは、その子会社とともに、英国、欧州全域、北米、および国際的にポリオレフィン発泡体の製造、流通、販売を行っている。 詳細ZTFL ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より75.7%で取引されている 収益は年間7.85%増加すると予測されています 過去1年間で収益は3335.8%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が40%上昇するだろうとほぼ一致している。 リスク分析ZTFL リスクチェックを通過した。すべてのリスクチェックを見るZTFL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,187 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,187 investors already sharing narrativesYour Fair ValueUK£Current PriceUK£4.333.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0257m2016201920222025202620282031Revenue UK£257.3mEarnings UK£35.7mAdvancedSet Fair ValueView all narrativesZotefoams plc 競合他社EssentraSymbol: LSE:ESNTMarket cap: UK£297.8mIofinaSymbol: AIM:IOFMarket cap: UK£100.7mCapitalSymbol: LSE:CAPDMarket cap: UK£237.0mSylvania PlatinumSymbol: AIM:SLPMarket cap: UK£217.4m価格と性能株価の高値、安値、推移の概要Zotefoams過去の株価現在の株価UK£4.3352週高値UK£4.7452週安値UK£3.21ベータ1.241ヶ月の変化-1.37%3ヶ月変化12.92%1年変化0.12%3年間の変化23.22%5年間の変化-3.46%IPOからの変化39.52%最新ニュースReported Earnings • Aug 10First half 2026 earnings released: EPS: UK£0.24 (vs UK£0.20 in 1H 2025)First half 2026 results: EPS: UK£0.24 (up from UK£0.20 in 1H 2025). Revenue: UK£95.2m (up 23% from 1H 2025). Net income: UK£11.6m (up 19% from 1H 2025). Profit margin: 12% (in line with 1H 2025). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 07First half dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 06Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026.お知らせ • Jul 22Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026お知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom最新情報をもっと見るRecent updatesReported Earnings • Aug 10First half 2026 earnings released: EPS: UK£0.24 (vs UK£0.20 in 1H 2025)First half 2026 results: EPS: UK£0.24 (up from UK£0.20 in 1H 2025). Revenue: UK£95.2m (up 23% from 1H 2025). Net income: UK£11.6m (up 19% from 1H 2025). Profit margin: 12% (in line with 1H 2025). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 07First half dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 06Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026.お知らせ • Jul 22Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026お知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdomお知らせ • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).お知らせ • Nov 20Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million.Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners. The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million. Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc. Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025.お知らせ • Oct 25Zotefoams plc Announces Board and Committee ChangesZotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee.お知らせ • Aug 28Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation OfficerZotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities.お知らせ • May 22Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025.お知らせ • May 02+ 1 more updateZotefoams plc Announces the Appointment of Nick Wright as an Executive Director, Effective No Later Than October 27, 2025Zotefoams announced the appointment of Nick Wright as an Executive Director, effective no later than October 27, 2025. Nick is an ACA-qualified Chartered Accountant and experienced finance leader with over 20 years of expertise in financial management, transformation, and business leadership across a range of sectors. He began his career at KPMG, where he spent 12 years in audit and advisory roles. He then moved into industry, delivering significant improvements in financial performance and operational efficiency. At e2v plc (later acquired by Teledyne) as Senior Director of Finance and Control, Nick led major restructuring and integration efforts, driving margin improvement, working capital reduction, and investor communications. Following this, he played a key role as Group Financial Controller in transforming the finance function at S4 Capital, a listed digital advertising business, rebuilding its financial infrastructure and controls. Nick brings deep technical expertise, a sharp analytical mindset, and a collaborative leadership style, positioning him strongly to help lead Zotefoams through its next phase of growth. He holds a BA from St Anne's College, Oxford.お知らせ • Apr 22Zotefoams plc, Annual General Meeting, May 22, 2025Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdomお知らせ • Mar 03Zotefoams plc Announces Retirement of Gary McGrathas Group CFOZotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process.お知らせ • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.お知らせ • Nov 01+ 1 more updateZotefoams plc to Report First Half, 2025 Results on Aug 05, 2025Zotefoams plc announced that they will report first half, 2025 results on Aug 05, 2025お知らせ • Aug 07Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024.Buy Or Sell Opportunity • May 24Now 21% undervaluedOver the last 90 days, the stock has risen 45% to UK£5.16. The fair value is estimated to be UK£6.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£4.90, the stock trades at a forward P/E ratio of 22x. Average trailing P/E is 31x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.66 per share.Upcoming Dividend • Apr 25Upcoming dividend of UK£0.049 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%).Reported Earnings • Apr 21Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 26+ 1 more updateZotefoams Announce Group CEO SuccessionZotefoams announced the appointment of Ronan Cox as Group CEO Designate. Ronan will join the Company on 2 April 2024 and succeed David Stirling as Group CEO at the conclusion of the 2024 AGM, due to be held on 22 May 2024. Following his stepping down from the Board, David will remain to ensure a smooth transition until 31 October 2024. Ronan has extensive international leadership experience, most recently as President of Performance Materials at Coats Group plc. Ronan is an accomplished executive leader with extensive experience in driving business transformation and growth. Most recently, he served as interim CEO for Lontra, and President, Performance Materials for Coats Group plc. Ronan also built and led the innovation teams across the Coats group with a focus on the transition to sustainable and circular product solutions. Ronan held a number of other executive roles in Coats, which he joined in 1995, including Chief Transformation Officer, Regional CEO EMEA & Americas, Regional CEO South East Asia and Managing Director in several regions, including Europe and North Africa. Ronan has a Bachelor's degree in Information Management and Economics from Queen's University, Belfast and has completed an international Executive Business Programme with INSEAD in France and Singapore.Declared Dividend • Mar 24Final dividend increased to UK£0.049Dividend of UK£0.049 is 6.1% higher than last year. Ex-date: 2nd May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% 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 increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Feb 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (8.7% average weekly change).New Risk • Jan 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 06+ 2 more updatesZotefoams plc, Annual General Meeting, May 22, 2024Zotefoams plc, Annual General Meeting, May 22, 2024.お知らせ • Nov 07+ 1 more updateZotefoams plc Announces Retirement of David Stirling from the BoardZotefoams plc announced that David Stirling has informed the Board of his intention to retire from his role as Group CEO and from the Board within the next 12 months. David will continue in his post until a successor is appointed andhas committed to remaining available thereafter, to support and advise the business in executing an effective transition in the leadership of the Group. The Board has therefore commenced a formal succession process, supported by global organisational consulting firm Korn Ferry.Buying Opportunity • Oct 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元ZTFLGB ChemicalsGB 市場7D-2.8%-9.3%-1.2%1Y0.1%10.1%16.6%株主還元を見る業界別リターン: ZTFL過去 1 年間で10.1 % の収益を上げたUK Chemicals業界を下回りました。リターン対市場: ZTFLは、過去 1 年間で16.6 % のリターンを上げたUK市場を下回りました。価格変動Is ZTFL's price volatile compared to industry and market?ZTFL volatilityZTFL Average Weekly Movement5.6%Chemicals Industry Average Movement6.4%Market Average Movement5.0%10% most volatile stocks in GB Market10.4%10% least volatile stocks in GB Market2.6%安定した株価: ZTFL 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ZTFLの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1921815Ronan Coxwww.zotefoams.comZotefoams plc は、その子会社とともに、英国、欧州、北米、および海外でポリオレフィンフォームの製造、流通、販売を行っている。同社は、ポリオレフィンフォーム、高機能製品、MuCell Extrusion LLCの各セグメントを通じて事業を展開している。ポリオレフィン発泡体「AZOTE」（Plastazote、Evazote、Supazote、AZOTE Adaptブランド）、フッ素樹脂、エンジニアリングポリマー、特殊エラストマーから製造される各種高機能発泡体（ZOTEKブランド）、化石燃料由来原料への依存度を低減し、循環型社会を実現するプラスチック製品向け発泡体「Ecozote」を提供している。同社はまた、クリーンな断熱システムであるT-FITや、一連の単一素材バリア包装ソリューションであるReZorceサーキュラーパッケージングも提供している。さらに、マイクロセルラーフォーム技術の所有とライセンス供与、関連機械の販売も行っている。同社は主に、自動車、航空、医療、製品保護、工業、海洋、建築・建設、スポーツ・レジャー、軍事、運動靴、食品・パーソナルケア製造、製薬、バイオテクノロジー、半導体クリーンルーム、消費者向けパッケージングなどの業界にサービスを提供している。ゾテフォームズ社は1921年に設立され、英国クロイドンに本社を置いている。もっと見るZotefoams plc 基礎のまとめZotefoams の収益と売上を時価総額と比較するとどうか。ZTFL 基礎統計学時価総額UK£217.45m収益（TTM）UK£24.46m売上高(TTM)UK£176.29m8.9xPER（株価収益率1.2xP/SレシオZTFL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ZTFL 損益計算書（TTM）収益UK£176.29m売上原価UK£116.31m売上総利益UK£59.98mその他の費用UK£35.52m収益UK£24.46m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）0.49グロス・マージン34.02%純利益率13.88%有利子負債／自己資本比率37.5%ZTFL の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回り16%配当性向ZTFL 配当は確実ですか？ZTFL 配当履歴とベンチマークを見るZTFL 、いつまでに購入すれば配当金を受け取れますか？Zotefoams 配当日配当落ち日Sep 03 2026配当支払日Oct 05 2026配当落ちまでの日数15 days配当支払日までの日数47 daysZTFL 配当は確実ですか？ZTFL 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/18 09:32終値2026/08/18 00:00収益2026/06/30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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Zotefoams plc 5 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。7 アナリスト機関Andrew SimmsBerenbergTom CastleBerenbergAlexander BrooksCanaccord Genuity4 その他のアナリストを表示
Reported Earnings • Aug 10First half 2026 earnings released: EPS: UK£0.24 (vs UK£0.20 in 1H 2025)First half 2026 results: EPS: UK£0.24 (up from UK£0.20 in 1H 2025). Revenue: UK£95.2m (up 23% from 1H 2025). Net income: UK£11.6m (up 19% from 1H 2025). Profit margin: 12% (in line with 1H 2025). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 07First half dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 06Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026.
お知らせ • Jul 22Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026
お知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.
お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom
Reported Earnings • Aug 10First half 2026 earnings released: EPS: UK£0.24 (vs UK£0.20 in 1H 2025)First half 2026 results: EPS: UK£0.24 (up from UK£0.20 in 1H 2025). Revenue: UK£95.2m (up 23% from 1H 2025). Net income: UK£11.6m (up 19% from 1H 2025). Profit margin: 12% (in line with 1H 2025). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 07First half dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 06Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026.
お知らせ • Jul 22Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026
お知らせ • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.
お知らせ • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom
お知らせ • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).
お知らせ • Nov 20Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million.Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners. The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million. Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc. Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025.
お知らせ • Oct 25Zotefoams plc Announces Board and Committee ChangesZotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee.
お知らせ • Aug 28Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation OfficerZotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities.
お知らせ • May 22Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025.
お知らせ • May 02+ 1 more updateZotefoams plc Announces the Appointment of Nick Wright as an Executive Director, Effective No Later Than October 27, 2025Zotefoams announced the appointment of Nick Wright as an Executive Director, effective no later than October 27, 2025. Nick is an ACA-qualified Chartered Accountant and experienced finance leader with over 20 years of expertise in financial management, transformation, and business leadership across a range of sectors. He began his career at KPMG, where he spent 12 years in audit and advisory roles. He then moved into industry, delivering significant improvements in financial performance and operational efficiency. At e2v plc (later acquired by Teledyne) as Senior Director of Finance and Control, Nick led major restructuring and integration efforts, driving margin improvement, working capital reduction, and investor communications. Following this, he played a key role as Group Financial Controller in transforming the finance function at S4 Capital, a listed digital advertising business, rebuilding its financial infrastructure and controls. Nick brings deep technical expertise, a sharp analytical mindset, and a collaborative leadership style, positioning him strongly to help lead Zotefoams through its next phase of growth. He holds a BA from St Anne's College, Oxford.
お知らせ • Apr 22Zotefoams plc, Annual General Meeting, May 22, 2025Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdom
お知らせ • Mar 03Zotefoams plc Announces Retirement of Gary McGrathas Group CFOZotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process.
お知らせ • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.
お知らせ • Nov 01+ 1 more updateZotefoams plc to Report First Half, 2025 Results on Aug 05, 2025Zotefoams plc announced that they will report first half, 2025 results on Aug 05, 2025
お知らせ • Aug 07Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024.
Buy Or Sell Opportunity • May 24Now 21% undervaluedOver the last 90 days, the stock has risen 45% to UK£5.16. The fair value is estimated to be UK£6.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£4.90, the stock trades at a forward P/E ratio of 22x. Average trailing P/E is 31x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.66 per share.
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.049 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%).
Reported Earnings • Apr 21Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 26+ 1 more updateZotefoams Announce Group CEO SuccessionZotefoams announced the appointment of Ronan Cox as Group CEO Designate. Ronan will join the Company on 2 April 2024 and succeed David Stirling as Group CEO at the conclusion of the 2024 AGM, due to be held on 22 May 2024. Following his stepping down from the Board, David will remain to ensure a smooth transition until 31 October 2024. Ronan has extensive international leadership experience, most recently as President of Performance Materials at Coats Group plc. Ronan is an accomplished executive leader with extensive experience in driving business transformation and growth. Most recently, he served as interim CEO for Lontra, and President, Performance Materials for Coats Group plc. Ronan also built and led the innovation teams across the Coats group with a focus on the transition to sustainable and circular product solutions. Ronan held a number of other executive roles in Coats, which he joined in 1995, including Chief Transformation Officer, Regional CEO EMEA & Americas, Regional CEO South East Asia and Managing Director in several regions, including Europe and North Africa. Ronan has a Bachelor's degree in Information Management and Economics from Queen's University, Belfast and has completed an international Executive Business Programme with INSEAD in France and Singapore.
Declared Dividend • Mar 24Final dividend increased to UK£0.049Dividend of UK£0.049 is 6.1% higher than last year. Ex-date: 2nd May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% 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 increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Feb 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (8.7% average weekly change).
New Risk • Jan 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 06+ 2 more updatesZotefoams plc, Annual General Meeting, May 22, 2024Zotefoams plc, Annual General Meeting, May 22, 2024.
お知らせ • Nov 07+ 1 more updateZotefoams plc Announces Retirement of David Stirling from the BoardZotefoams plc announced that David Stirling has informed the Board of his intention to retire from his role as Group CEO and from the Board within the next 12 months. David will continue in his post until a successor is appointed andhas committed to remaining available thereafter, to support and advise the business in executing an effective transition in the leadership of the Group. The Board has therefore commenced a formal succession process, supported by global organisational consulting firm Korn Ferry.
Buying Opportunity • Oct 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.
Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
