Essentra plc

LSE:ESNT 株式レポート

時価総額:UK£237.6m

Essentra マネジメント

マネジメント 基準チェック /34

Essentraの CEO はScott Morgan Fawcettで、 Jan2023年に任命され、 の在任期間は 3.42年です。 の年間総報酬は£ 811.00Kで、 70.4%給与と29.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.084%を直接所有しており、その価値は£ 199.96K 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と3.4年です。

主要情報

Scott Morgan Fawcett

最高経営責任者

UK£811.0k

報酬総額

CEO給与比率70.41%
CEO在任期間3.4yrs
CEOの所有権0.08%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間3.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 08

ESNT: Refreshed Dividend Policy And P/E Assumptions Will Support Future Upside

Essentra's analyst price target has been trimmed by £0.10, as analysts factor in recent rating changes and refreshed assumptions around discount rates, growth and P/E expectations. Analyst Commentary Recent research updates on Essentra focus on how refreshed assumptions for discount rates, growth and P/E are feeding into valuation, rather than any single company specific event.
ナラティブの更新 May 25

ESNT: Reset Dividend And Margin Assumptions Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Essentra, with the updated price target moving from about £1.76 to £1.67. This reflects recent research that cites a slightly higher discount rate, modestly adjusted growth and margin assumptions, and recent downgrades from major brokers.
ナラティブの更新 Apr 25

ESNT: FY25 Dividend Policy And Margin Outlook Will Support Re Rating

Analysts have reduced their fair value estimate for Essentra to £1.00 from £1.30, reflecting updated assumptions that include slightly higher discount rates, more modest revenue growth, softer profit margins, a lower future P/E, recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious on Essentra, with fresh reports highlighting reduced optimism on valuation, execution and growth visibility.
ナラティブの更新 Apr 11

ESNT: Dividend Policy And Margin Outlook Will Support Future Upside Potential

Analysts have trimmed their price target on Essentra from £1.83 to £1.76, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Essentra recommends a final ordinary dividend of 1.2 pence per share for 2025, with a total 2025 dividend of 2.0 pence per share, compared with a final 1.55 pence and total 2.8 pence for 2024 (Key Developments).
分析記事 Apr 06

We Think You Can Look Beyond Essentra's (LON:ESNT) Lackluster Earnings

Shareholders appeared unconcerned with Essentra plc's ( LON:ESNT ) lackluster earnings report last week. We did some...
ナラティブの更新 Mar 27

ESNT: FY25 Margin Outlook And Dividend Policy Will Support Re Rating View

Analysts have trimmed their price target on Essentra by £1.30. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher profit margin outlook and a reduced future P/E multiple.
ナラティブの更新 Mar 13

ESNT: FY25 Guidance And Refined Assumptions Will Support A Re Rating View

Analysts have slightly reduced their price target for Essentra to reflect refreshed assumptions on discount rates, revenue growth, profit margins and future P/E, resulting in a modestly lower implied fair value in £ terms while keeping the overall thesis broadly unchanged. What's in the News Essentra issued earnings guidance for FY25, with group revenue expected to grow by 2.5% on a constant currency, like-for-like basis.
ナラティブの更新 Feb 27

ESNT: FY25 Guidance And Revised Assumptions Will Support A Re Rating View

Analysts have adjusted their price target on Essentra to £1.30, with the change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. They see these assumptions as better aligning the valuation with current company fundamentals.
ナラティブの更新 Feb 13

ESNT: Higher Future P/E Will Offset Softer Margins And Revenue Guidance

Analysts have modestly reduced their price target for Essentra to £1.83 from £1.89. This reflects updated views on slightly softer revenue growth, lower profit margin assumptions and a higher future P/E multiple.
ナラティブの更新 Jan 30

ESNT: Guidance On FY25 Revenue Will Support A Rerating View

Analysts have trimmed their fair value estimate for Essentra from £1.70 to £1.30, citing a combination of slightly higher assumed revenue growth, a higher discount rate, a lower projected profit margin, and a marginally higher future P/E multiple. What's in the News Essentra issued earnings guidance for FY25, with Group revenue expected to grow by 2.5% on a constant currency, like for like basis, giving investors a reference point for management's current outlook (company guidance).
ナラティブの更新 Jan 16

ESNT: Higher Future P/E Will Support Returns Despite Softer Margins

Analysts have trimmed their price targets for Essentra, reflecting updated assumptions for slightly lower revenue growth and profit margins. This has been partly offset by a higher assumed future P/E of 45.66x compared with the previous 35.36x.
分析記事 Aug 08

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

LSE:ESNT 1 Year Share Price vs Fair Value Explore Essentra's Fair Values from the Community and select yours Essentra...
分析記事 Aug 01

Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Essentra plc ( LON:ESNT ) is reducing its dividend to £0.008 on the 24th of Octoberwhich is 36% less than last year's...
分析記事 Jun 27

These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 05

Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155

The board of Essentra plc ( LON:ESNT ) has announced that it will pay a dividend on the 3rd of July, with investors...
User avatar
新しいナラティブ Mar 23

Investments In Digitalization And Sustainability Will Expand Product Offerings And Strengthen Customer Retention

Strategic acquisitions and focus on efficiencies are enhancing Essentra's revenue streams and improving margins, aiding organic growth.
分析記事 Mar 22

Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155

Essentra plc ( LON:ESNT ) will pay a dividend of £0.0155 on the 3rd of July. However, the dividend yield of 2.7% still...
分析記事 Sep 20

Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Essentra's estimated fair value is UK£2.48 based on 2 Stage Free Cash Flow to Equity Essentra is estimated...
分析記事 Mar 27

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

The recent earnings posted by Essentra plc ( LON:ESNT ) were solid, but the stock didn't move as much as we expected...
分析記事 Aug 19

Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012

Essentra plc's ( LON:ESNT ) dividend is being reduced from last year's payment covering the same period to £0.012 on...
分析記事 Feb 03

Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate

How far off is Essentra plc ( LON:ESNT ) from its intrinsic value? Using the most recent financial data, we'll take a...
分析記事 Dec 24

Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

CEO報酬分析

Essentra の収益と比較して、Scott Morgan Fawcett の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025UK£811kUK£571k

UK£2m

Sep 30 2025n/an/a

UK£6m

Jun 30 2025n/an/a

UK£9m

Mar 31 2025n/an/a

UK£11m

Dec 31 2024UK£662kUK£554k

UK£12m

Sep 30 2024n/an/a

UK£6m

Jun 30 2024n/an/a

UK£600k

Mar 31 2024n/an/a

UK£3m

Dec 31 2023UK£1mUK£540k

UK£6m

報酬と市場: Scott Morganの 総報酬 ($USD 1.07M ) は、 UK市場 ($USD 1.19M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Scott Morganの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Scott Morgan Fawcett (55 yo)

3.4yrs
在職期間
UK£811,000
報酬

Mr. Scott Morgan Taylor Fawcett serves as CEO & Executive Director of Essentra plc since January 1, 2023. He serves as Managing Director of Components Division at Essentra plc (formerly known as Filtrona p...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Scott Morgan Fawcett
CEO, MD of Components Division & Executive Director3.4yrsUK£811.00k0.084%
£ 200.0k
Rowan Baker
CFO, Interim Company Secretary & Director1.6yrsUK£588.00k0.019%
£ 44.2k
Sam Edwards
Chief Digital Information Officer3.8yrsデータなしデータなし
Shaun Laubscher
Chief People Officerless than a yearデータなしデータなし
Emma Reid
Head of Governanceless than a yearデータなしデータなし
Richard Sederman
Managing Director of APAC2.4yrsデータなしデータなし
Jennifer Spence
ESG Directorno dataデータなしデータなし
Christopher Brooks
Managing Director of Americas2.3yrsデータなしデータなし
Tim George
Deputy Company secretaryno dataデータなしデータなし
Chris Butler
Site Operations Director of Essentra Kidlingtonno dataデータなしデータなし
2.3yrs
平均在職期間

経験豊富な経営陣: ESNTの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Scott Morgan Fawcett
CEO, MD of Components Division & Executive Director3.4yrsUK£811.00k0.084%
£ 200.0k
Rowan Baker
CFO, Interim Company Secretary & Director1.6yrsUK£588.00k0.019%
£ 44.2k
Stephen Good
Independent Non-Executive Chairman1.9yrsUK£230.00k0.051%
£ 121.2k
Klaus Göldenbot
Independent Non-Executive Directorless than a yearUK£24.00kデータなし
Kathryn Durrant
Independent Non-Executive Director3.4yrsUK£73.00k0.0066%
£ 15.6k
Mary Reilly
Senior Independent Director9yrsUK£93.00k0.0058%
£ 13.7k
Adrian Peace
Independent Non-Executive Director5yrsUK£91.00k0.0023%
£ 5.5k
3.4yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: ESNTの 取締役会経験豊富 であると考えられます ( 3.4年の平均在任期間)。


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2026/06/19 18:23
終値2026/06/19 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

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。15

アナリスト機関
James BaylissBerenberg
Calum BattersbyBerenberg
Michael O'BrienCanaccord Genuity