Drax Group plc

LSE:DRX 株式レポート

時価総額:UK£2.8b

Drax Group マネジメント

マネジメント 基準チェック /34

Drax Groupの CEO はWill Gardinerで、 Jan2018年に任命され、 の在任期間は 8.33年です。 の年間総報酬は£ 2.66Mで、 27.2%給与と72.8%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0.41%を直接所有しており、その価値は£ 11.64M 。経営陣と取締役会の平均在任期間はそれぞれ0.7年と4.6年です。

主要情報

Will Gardiner

最高経営責任者

UK£2.7m

報酬総額

CEO給与比率27.20%
CEO在任期間8.3yrs
CEOの所有権0.4%
経営陣の平均在職期間less than a year
取締役会の平均在任期間4.6yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 29

DRX: Neutral Stance As Battery Agreements And Buybacks Support Future Returns

Analysts have edged their average price target for Drax Group up by £0.50 to £9.50, reflecting recent downgrades to more neutral ratings. They still acknowledge long term value opportunities and current fair pricing after the share price rally.
ナラティブの更新 Apr 15

DRX: Neutral Outlook As Battery Expansion And Buybacks Shape Future Returns

Analysts have nudged their price targets for Drax Group higher to about £9.50 per share, reflecting slightly stronger revenue assumptions and a modestly lower discount rate. Recent rating changes suggest the stock is now viewed as more fairly valued after its recent share price move.
ナラティブの更新 Mar 31

DRX: Rich P/E Leaves Little Protection If Long Term Projects Disappoint

Analysts have nudged their fair value estimate for Drax Group slightly higher, with the implied price target moving from about £7.35 to roughly £7.42. Recent research highlights incremental improvements in profit margin assumptions and valuation multiples, even as near term revenue expectations remain cautious.
ナラティブの更新 Mar 17

DRX: Future Returns Will Rely On Execution Risks At Rich P/E

Analysts have nudged their fair value estimate for Drax Group modestly higher, alongside a raised price target to £9.50. This reflects updated assumptions on discount rates, revenue trends, margins and future P/E after recent downgrades that frame the shares as more fairly priced on current information.
ナラティブの更新 Mar 03

DRX: Neutral Stance As Battery Agreements And Buybacks Shape Future Returns

Analysts have nudged their price target on Drax Group higher to £9.50 from £9.00, reflecting updated views on revenue trends, margins and future P/E, even as recent research updates describe the shares as fairly priced with a more neutral stance. Analyst Commentary Recent research on Drax Group points to a more balanced view, with higher price targets sitting alongside rating cuts to neutral stances.
ナラティブの更新 Feb 17

DRX: Future Returns Will Depend On Rich P/E Amid Softer Margins

The analyst price target for Drax Group has shifted modestly, with the updated fair value estimate moving from £6.80 to about £7.02, as analysts factor in a slightly higher discount rate, softer revenue and margin assumptions, and a higher expected future P/E multiple. Analyst Commentary Recent research highlights a more cautious tone around Drax Group, with some bearish analysts questioning how much upside remains after the latest fair value adjustment.
ナラティブの更新 Feb 03

DRX: New Low Carbon Contract Will Support Earnings With Sustainability Trade Offs

Analysts have lifted their fair value estimate for Drax Group from £8.24 to £9.29, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company for a low carbon dispatchable contract for difference covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).
分析記事 Jan 28

Are Drax Group plc (LON:DRX) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Drax Group fair value estimate is UK£7.10 Current share price...
ナラティブの更新 Jan 20

DRX: New Low Carbon CfD Will Support Higher Long Term Profitability

Analysts have lifted their fair value estimate for Drax Group from £10.63 to £11.20, citing updated assumptions that combine a slightly lower discount rate with a higher profit margin outlook, while still factoring in a revenue decline and a largely unchanged future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company (LCCC) for a low carbon dispatchable Contracts for Difference (CfD) covering all four biomass units at Drax Power Station for April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).
ナラティブの更新 Jan 05

DRX: Future Returns Will Rely On Lower-Priced Low Carbon Contract

Analysts have trimmed their price target on Drax Group slightly to reflect revised assumptions, including a fair value adjustment to £6.80, updated revenue and profit margin expectations, and a lower future P/E estimate. What's in the News Drax has signed a low carbon dispatchable Contract for Difference with the Low Carbon Contracts Company covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh based on 2012 real prices (Key Developments).
分析記事 Dec 25

Insufficient Growth At Drax Group plc (LON:DRX) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...
ナラティブの更新 Dec 14

DRX: Future Returns Will Depend On Lower-Priced Low Carbon Contract

Analysts have marginally trimmed their price target on Drax Group, citing slightly weaker revenue growth and profit margin expectations that outweigh a modest uplift in future valuation multiples. This reduces fair value by around £0.04 per share to approximately £6.85.
ナラティブの更新 Nov 24

DRX: New CfD Agreement Will Drive Up Power Generation Profitability

Analysts have raised their price target for Drax Group from £8.12 to £8.24. They cite slight improvements in discount rates and revenue projections, despite a more conservative outlook on profit margins and future valuation metrics.
ナラティブの更新 Nov 09

DRX: New Biomass Contract Will Drive Power Generation Momentum Forward

Analysts have slightly reduced their price target for Drax Group, lowering the fair value estimate from £8.39 to £8.12. This change is based on adjustments to expected growth rates and financial metrics.
ナラティブの更新 Oct 26

Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks

Drax Group Analyst Price Target Sees Marginal Adjustment Analysts have made a slight downward revision to Drax Group's price target, adjusting it by a few pence. Minor changes to the discount rate and future profit assumptions influenced their updated valuation.
ナラティブの更新 Oct 12

Government CfD And Renewables Will Drive Growth Amid Pellet Risks

Analysts have revised their price target for Drax Group downward, lowering the estimated fair value from £8.58 to £8.39 per share. This change reflects updated outlooks on the company's profitability and growth prospects.
ナラティブの更新 Sep 04

Government CfD And Renewables Will Drive Growth Amid Pellet Risks

Analysts maintain a positive outlook on Drax Group due to anticipated value creation from UK grid intermittency, upcoming share price catalysts, and a possible £200M share buyback extension; however, the consensus price target remains unchanged at £8.58. Analyst Commentary Expectation of increased value creation for Drax as grid intermittency rises in the UK power sector.
分析記事 May 26

Drax Group (LON:DRX) Takes On Some Risk With Its Use Of Debt

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 Mar 13

Broker Revenue Forecasts For Drax Group plc (LON:DRX) Are Surging Higher

Drax Group plc ( LON:DRX ) shareholders will have a reason to smile today, with the analysts making substantial...
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新しいナラティブ Mar 02

Investments In FlexGen And BECCS Will Impact Future Earnings, But Policy Risks Persist

Strategic investments in flexible generation and energy solutions are set to enhance post-2027 earnings and revenue through expanded capacity and efficiency.
分析記事 Jan 20

Should You Investigate Drax Group plc (LON:DRX) At UK£6.30?

While Drax Group plc ( LON:DRX ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 Dec 20

Is Now The Time To Put Drax Group (LON:DRX) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Nov 20

Drax Group plc's (LON:DRX) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 3.7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...
分析記事 Sep 24

Drax Group (LON:DRX) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Aug 31

What Is Drax Group plc's (LON:DRX) Share Price Doing?

Drax Group plc ( LON:DRX ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
分析記事 Jul 29

Drax Group plc (LON:DRX) Surges 31% Yet Its Low P/E Is No Reason For Excitement

Drax Group plc ( LON:DRX ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
分析記事 Apr 24

What Does Drax Group plc's (LON:DRX) Share Price Indicate?

Drax Group plc ( LON:DRX ), is not the largest company out there, but it saw a significant share price rise of 22% in...
分析記事 Apr 09

Here's Why Drax Group (LON:DRX) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Feb 07

Calculating The Intrinsic Value Of Drax Group plc (LON:DRX)

Key Insights Drax Group's estimated fair value is UK£5.25 based on Dividend Discount Model With UK£4.67 share price...
分析記事 Dec 24

Drax Group plc (LON:DRX) Doing What It Can To Lift Shares

With a price-to-earnings (or "P/E") ratio of 10.1x Drax Group plc ( LON:DRX ) may be sending bullish signals at the...
分析記事 Oct 24

Drax Group plc (LON:DRX) Shares Could Be 23% Below Their Intrinsic Value Estimate

Key Insights Drax Group's estimated fair value is UK£5.35 based on Dividend Discount Model Drax Group's UK£4.10 share...
分析記事 Sep 20

Should You Investigate Drax Group plc (LON:DRX) At UK£5.20?

Drax Group plc ( LON:DRX ), is not the largest company out there, but it received a lot of attention from a substantial...

CEO報酬分析

Drax Group の収益と比較して、Will Gardiner 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£3mUK£724k

UK£73m

Sep 30 2025n/an/a

UK£240m

Jun 30 2025n/an/a

UK£408m

Mar 31 2025n/an/a

UK£467m

Dec 31 2024UK£3mUK£690k

UK£527m

Sep 30 2024n/an/a

UK£590m

Jun 30 2024n/an/a

UK£654m

Mar 31 2024n/an/a

UK£608m

Dec 31 2023UK£3mUK£663k

UK£562m

Sep 30 2023n/an/a

UK£373m

Jun 30 2023n/an/a

UK£184m

Mar 31 2023n/an/a

UK£135m

Dec 31 2022UK£6mUK£631k

UK£85m

Sep 30 2022n/an/a

UK£148m

Jun 30 2022n/an/a

UK£211m

Mar 31 2022n/an/a

UK£133m

Dec 31 2021UK£3mUK£570k

UK£56m

Sep 30 2021n/an/a

-UK£35m

Jun 30 2021n/an/a

-UK£125m

Mar 31 2021n/an/a

-UK£160m

Dec 31 2020UK£2mUK£557k

-UK£195m

Jun 30 2020n/an/a

-UK£89m

Mar 31 2020n/an/a

-UK£49m

Dec 31 2019UK£1mUK£541k

-UK£10m

報酬と市場: Willの 総報酬 ($USD 3.58M ) は、 UK市場 ($USD 3.18M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Willの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Will Gardiner (61 yo)

8.3yrs
在職期間
UK£2,662,000
報酬

Mr. Dwight Daniel Willard Gardiner, known as Will, serves as a Director at Drax Power Limited. He has been Group Chief Executive Officer of Drax Group plc since January 1, 2018. Mr. Gardiner has been Execu...


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
Dwight Daniel Gardiner
Group CEO & Executive Director8.3yrsUK£2.66m0.41%
£ 11.6m
Frank Lemmink
CFO & Executive Director (Leave of Absence)less than a yearUK£740.00k0.026%
£ 733.7k
Daniel Peacock
Interim Chief Financial Officerless than a yearデータなしデータなし
Lee Dawes
Chief Operations Officer1.8yrsデータなしデータなし
Mark Strafford
Head of Investor Relationsno dataデータなしデータなし
Hillary Berger
Group General Counsel5.3yrsデータなしデータなし
Farnaz Ranjbar
Chief People Officerless than a yearデータなしデータなし
Paul Sheffield
Chief Commercial Officer6.8yrsデータなし0.025%
£ 707.5k
Tim Cole
Head of Customer Marketingno dataデータなしデータなし
Ross McKenzie
Chief Corporate Affairs & Sustainability Officerless than a yearデータなしデータなし
Hannah Steedman
Chief Strategy & Transformation Officerless than a yearデータなしデータなし
Deidra Jackson
Senior VP of Corporate Affairs North Americaless than a yearデータなしデータなし
0.7yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: DRXの経営陣は 経験豊富 とはみなされません ( 0.7年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Dwight Daniel Gardiner
Group CEO & Executive Director10.5yrsUK£2.66m0.41%
£ 11.6m
Frank Lemmink
CFO & Executive Director (Leave of Absence)less than a yearUK£740.00k0.026%
£ 733.7k
Mark Clare
Independent Non-Executive Directorless than a yearデータなしデータなし
Robert Shuter
Independent Non-Executive Director1.9yrsUK£125.00k0.024%
£ 677.1k
David Simon Nussbaum
Senior Independent Non-Executive Director8.8yrsUK£135.00kデータなし
Andrea Bertone
Independent Chairman of the Board2.8yrsUK£326.00kデータなし
John Baxter
Independent Non-Executive Director7.1yrsUK£110.00k0.0052%
£ 148.3k
Kimberly Keating
Independent Non-Executive Director4.6yrsUK£139.00kデータなし
Erika Peterman
Independent Non-Executive Director4.6yrsUK£129.00kデータなし
4.6yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: DRXの 取締役会経験豊富 であると考えられます ( 4.6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2026/05/21 08:26
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
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

Drax Group plc 9 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。27

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