Essentra plc

LSE:ESNT 株式レポート

時価総額:UK£237.1m

Essentra 過去の業績

過去 基準チェック /16

Essentraは、平均年間38.5%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 成長しています。収益は、平均年間3% 20.1%収益成長率で 減少しています。 Essentraの自己資本利益率は0.8%であり、純利益率は0.7%です。

主要情報

38.50%

収益成長率

38.94%

EPS成長率

Chemicals 業界の成長4.35%
収益成長率-20.08%
株主資本利益率0.79%
ネット・マージン0.70%
次回の業績アップデート28 Jul 2026

最近の業績更新

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...
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...

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...
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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...
分析記事 Nov 03

Estimating The Intrinsic Value Of Essentra plc (LON:ESNT)

Today we will run through one way of estimating the intrinsic value of Essentra plc ( LON:ESNT ) by taking the expected...

収支内訳

Essentra の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

LSE:ESNT 収益、費用、利益 ( )GBP Millions
日付収益収益G+A経費研究開発費
31 Dec 25302200
30 Sep 25299600
30 Jun 25295910
31 Mar 252991110
31 Dec 243021210
30 Sep 24306600
30 Jun 24310100
31 Mar 24313300
31 Dec 23316600
30 Sep 23322-600
30 Jun 23328-1700
31 Mar 23333-2600
31 Dec 22338-3500
30 Sep 22264-3100
30 Jun 22190-2700
31 Mar 22246-1700
31 Dec 21302-600
30 Sep 21519-210
30 Jun 21736110
31 Mar 21816-110
31 Dec 20897-310
30 Sep 20906910
30 Jun 209161410
31 Mar 209452610
31 Dec 199743810
30 Sep 199973910
30 Jun 191,0194010
31 Mar 191,0223210
31 Dec 181,0262410
30 Jun 181,018410
31 Mar 181,023410
31 Dec 171,027410
30 Jun 171,026-6410
31 Mar 171,012-5800
31 Dec 16999-5200
30 Jun 1695148-30
31 Mar 1697952-10
31 Dec 151,0075600
30 Sep 151,042692360
30 Jun 15985712020

質の高い収益: ESNTには£1.8M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。

利益率の向上: ESNTの現在の純利益率 (0.7%)は、昨年(3.8%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: ESNT過去 5 年間で収益を上げており、収益は年間38.5%増加しています。

成長の加速: ESNTは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: ESNTは過去 1 年間で収益成長率がマイナス ( -81.9% ) となったため、 Chemicals業界平均 ( -59.9% ) と比較することが困難です。


株主資本利益率

高いROE: ESNTの 自己資本利益率 ( 0.8% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/06/09 16:21
終値2026/06/09 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

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。15

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