Orora Limited

ASX:ORA 주식 리포트

시가총액: AU$1.6b

Orora 경영진

경영진 기준 점검 3/4

Orora CEO는 Brian Lowe, Oct2019 에 임명되었습니다 의 임기는 6.58 년입니다. 총 연간 보상은 A$3.16M, 44.9% 급여 및 55.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 A$1.98M 가치에 해당하는 회사 주식의 0.13% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 4.1 년입니다.

핵심 정보

Brian Lowe

최고경영자

AU$3.2m

총 보수

CEO 급여 비율44.93%
CEO 재임 기간6.6yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간4.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 20

ORA: Incoming CFO Appointment Will Support Re Rating Potential

Analysts have maintained their fair value target for Orora at A$1.86, with only modest adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E contributing to the updated price target narrative. What's in the News Orora appointed Paul Victor as Chief Financial Officer, effective November 4, 2026, following a search to replace outgoing CFO Shaun Hughes after six years with the company (Key Developments).
새로운 내러티브 Apr 27

Cans Expansion And Cost Programs Will Support Stable Margins And Fair Long Term Prospects

Catalysts About Orora Orora is a packaging company focused on beverage cans and premium glass for wine and spirits. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 25

ORA: Buyback Plan And FY26 EBIT Focus Will Support Re Rating

Analysts have trimmed their price target on Orora from A$2.21 to A$1.86 to reflect updated assumptions for revenue growth, profit margins, valuation multiples and a neutral stance in recent research coverage. Analyst Commentary Street research with a neutral view on Orora focuses on how execution on revenue growth and margins could influence whether the shares trade closer to, or away from, revised valuation assumptions around A$1.86.
새로운 내러티브 Apr 10

Expanded Beverage Can Capacity And Premium Glass Demand Will Drive Stronger Future Performance

Catalysts About Orora Orora supplies beverage packaging, focused on aluminum cans and premium glass for wine and spirits customers across key global markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 09

ORA: Neutral Stance And Buybacks Will Shape Future Market Re-Rating

Analysts have trimmed their price target for Orora from A$2.38 to A$2.21, reflecting a mix of slightly higher expected revenue growth, lower margin assumptions, a modestly higher discount rate, and a higher future P/E multiple following recent neutral research coverage. Analyst Commentary Recent neutral coverage on Orora has centred on how the revised A$2.21 price target lines up with the company’s execution risks and earnings profile, as well as where its P/E sits versus peers and its own history.
내러티브 업데이트 Feb 13

ORA: Neutral Stance And Buybacks Will Shape Future Market Re-Rating

Analysts have trimmed their price target on Orora to about A$2.38 from roughly A$2.48. This reflects updated views on growth, profitability, and the appropriate P/E multiple following recent neutral research coverage.
분석 기사 Jan 20

What You Can Learn From Orora Limited's (ASX:ORA) P/E

With a price-to-earnings (or "P/E") ratio of 39.3x Orora Limited ( ASX:ORA ) may be sending very bearish signals at the...
분석 기사 Dec 09

Orora (ASX:ORA) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Aug 16

Orora (ASX:ORA) Is Due To Pay A Dividend Of A$0.05

Orora Limited ( ASX:ORA ) will pay a dividend of A$0.05 on the 7th of October. This makes the dividend yield 4.3...
내러티브 업데이트 Aug 16

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

The consensus price target for Orora has been raised to A$2.48, primarily reflecting a significant improvement in revenue growth forecasts from -22.6% to 4.1% and a lower projected future P/E multiple. Valuation Changes Summary of Valuation Changes for Orora The Consensus Analyst Price Target has risen from A$2.31 to A$2.48.
분석 기사 Aug 14

Orora (ASX:ORA) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Mar 31

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 91% Above Its Share Price

Key Insights Orora's estimated fair value is AU$3.59 based on 2 Stage Free Cash Flow to Equity Orora's AU$1.88 share...
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새로운 내러티브 Mar 17

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

Strategic divestitures and facility optimizations aim to enhance operational efficiency and net margins, supporting revenue growth and earnings improvement.
분석 기사 Feb 14

Orora Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Orora Limited ( ASX:ORA ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
분석 기사 Dec 24

Earnings Working Against Orora Limited's (ASX:ORA) Share Price

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
분석 기사 Jun 17

Risks To Shareholder Returns Are Elevated At These Prices For Orora Limited (ASX:ORA)

There wouldn't be many who think Orora Limited's ( ASX:ORA ) price-to-earnings (or "P/E") ratio of 18x is worth a...
분석 기사 Mar 14

These 4 Measures Indicate That Orora (ASX:ORA) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Feb 20

Orora Limited Just Missed EPS By 41%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Orora Limited ( ASX:ORA ), which a week ago released some disappointing...
분석 기사 Jan 26

Orora Limited's (ASX:ORA) Shares May Have Run Too Fast Too Soon

There wouldn't be many who think Orora Limited's ( ASX:ORA ) price-to-earnings (or "P/E") ratio of 18.2x is worth a...
분석 기사 Dec 04

Analysts Are Betting On Orora Limited (ASX:ORA) With A Big Upgrade This Week

Shareholders in Orora Limited ( ASX:ORA ) may be thrilled to learn that the analysts have just delivered a major...
분석 기사 Aug 24

Orora (ASX:ORA) Is Increasing Its Dividend To A$0.09

Orora Limited ( ASX:ORA ) will increase its dividend from last year's comparable payment on the 9th of October to...
분석 기사 Jun 22

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 92% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orora fair value estimate is AU$6.33 Orora's AU$3.30 share...
분석 기사 Mar 31

These 4 Measures Indicate That Orora (ASX:ORA) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Feb 20

Orora (ASX:ORA) Is Increasing Its Dividend To A$0.085

Orora Limited ( ASX:ORA ) has announced that it will be increasing its periodic dividend on the 12th of April to...
분석 기사 Dec 13

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 95% Above Its Share Price

Does the December share price for Orora Limited ( ASX:ORA ) reflect what it's really worth? Today, we will estimate the...
분석 기사 Oct 05

Does Orora (ASX:ORA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 20

If EPS Growth Is Important To You, Orora (ASX:ORA) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Jun 06

Does Orora (ASX:ORA) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Apr 28

Is Orora Limited (ASX:ORA) Trading At A 50% Discount?

Today we will run through one way of estimating the intrinsic value of Orora Limited ( ASX:ORA ) by estimating the...
분석 기사 Feb 18

Orora (ASX:ORA) Is Increasing Its Dividend To AU$0.08

Orora Limited ( ASX:ORA ) has announced that it will be increasing its dividend on the 30th of March to AU$0.08. This...

CEO 보수 분석

Brian Lowe의 보수는 Orora의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025n/an/a

AU$125m

Sep 30 2025n/an/a

AU$96m

Jun 30 2025AU$3mAU$1m

AU$66m

Mar 31 2025n/an/a

AU$69m

Dec 31 2024n/an/a

AU$72m

Sep 30 2024n/an/a

AU$81m

Jun 30 2024AU$3mAU$1m

AU$90m

Mar 31 2024n/an/a

AU$92m

Dec 31 2023n/an/a

AU$94m

Sep 30 2023n/an/a

AU$140m

Jun 30 2023AU$3mAU$1m

AU$185m

Mar 31 2023n/an/a

AU$189m

Dec 31 2022n/an/a

AU$193m

Sep 30 2022n/an/a

AU$190m

Jun 30 2022AU$3mAU$1m

AU$187m

Mar 31 2022n/an/a

AU$168m

Dec 31 2021n/an/a

AU$148m

Sep 30 2021n/an/a

AU$139m

Jun 30 2021AU$2mAU$1m

AU$130m

Mar 31 2021n/an/a

AU$82m

Dec 31 2020n/an/a

AU$35m

Sep 30 2020n/an/a

AU$31m

Jun 30 2020AU$2mAU$922k

AU$27m

보상 대 시장: Brian의 총 보수(USD2.25M)는 Australian 시장에서 비슷한 규모 기업의 평균(USD1.15M)보다 높습니다.

보상과 수익: Brian의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Brian Lowe

6.6yrs
재임 기간
AU$3,159,325
보수

Mr. Brian Phillip Lowe, MBA, serves as Managing Director, Chief Executive Officer and Director at Orora Limited since October 1, 2019. Mr. Lowe served as Group General Manager of Fibre at Orora Limited sin...


리더십 팀

이름직위재임 기간보수지분
Brian Lowe
CEO, MD & Director6.6yrsAU$3.16m0.13%
A$ 2.0m
Shaun Hughes
Chief Financial Officer5.6yrsAU$1.91m0.028%
A$ 435.6k
Ann Stubbings
Chief Safetyno data데이터 없음데이터 없음
Angela Di Iorio
Chief People Officer2.3yrs데이터 없음데이터 없음
Emmanuel Ladent
President of Global Glass Businessless than a year데이터 없음데이터 없음
Susannah Hodgens
Additional Company Secretary2.2yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간

경험이 풍부한 관리: ORA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
Brian Lowe
CEO, MD & Director6.6yrsAU$3.16m0.13%
A$ 2.0m
Claude-Alain Tardy
Independent Non-Executive Director2.4yrsAU$241.18k0.0087%
A$ 137.8k
Michael Fraser
Independent Non-Executive Director4.1yrsAU$235.12k0.013%
A$ 212.8k
Thomas Gorman
Independent Non-Executive Director6.7yrsAU$235.12k0.0092%
A$ 145.7k
Alan Robert Sindel
Independent Non-Executive Chairman7.2yrsAU$426.54k0.018%
A$ 277.2k
Jacqueline McArthur
Independent Non-Executive Director1.1yrsAU$53.52k데이터 없음
Sarah Hofman
Independent Non-Executive Director2.2yrsAU$240.14k0.0024%
A$ 38.7k
4.1yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: ORA의 이사회경험이 있음으로 간주됩니다(평균 재임 4.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 05:50
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Orora Limited는 20명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin BrayshawBarrenjoey Markets Pty Limited
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited
Niraj-Samip ShahCGS International