View Financial HealthCoats Group 배당 및 자사주 매입배당 기준 점검 3/6Coats Group 수익으로 충분히 충당되는 현재 수익률 3.03% 보유한 배당금 지급 회사입니다. 다음 지급일은 28th May, 2026 이며 배당락일은 다음과 같습니다. 7th May, 2026.핵심 정보3.0%배당 수익률-15.2%자사주 매입 수익률총 주주 수익률-12.1%미래 배당 수익률3.8%배당 성장률12.3%다음 배당 지급일28 May 26배당락일07 May 26주당 배당금n/a배당 성향48%최근 배당 및 자사주 매입 업데이트공시 • Mar 06Coats Group plc Proposes Final Dividend, Payable on May 28, 2026Coats Group PLC proposing a final dividend of 2.28 cents per share, a 4% increase on the prior year. This equates to a full year dividend of 3.28 cents per share, an increase of 5%. Subject to approval at the AGM, the final dividend will be paid on 28 May 2026 to ordinary shareholders on the register at 8 May 2026, with an ex-dividend date of 7 May 2026.공시 • Mar 06+ 1 more updateCoats Group plc Proposes Final Dividend, Payable on May 29, 2024The board of Coats Group plc has decided to propose a final dividend of 2.19 cents per share, a 10% increase on the prior year. This equates to a full year dividend of 3.12 cents per share, an increase of 11%. Subject to approval at the AGM, the final dividend will be paid on 29 May 2025 to ordinary shareholders on the register at 2 May 2025, with an ex-dividend date of 1 May 2025. The Board will continue to review the level of dividend payment to shareholders on the basis of the performance of the business and its longer-term potential.Declared Dividend • Aug 04First half dividend of UK£0.0063 announcedShareholders will receive a dividend of UK£0.0063. Ex-date: 17th October 2024 Payment date: 14th November 2024 Dividend yield will be 2.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Aug 02+ 1 more updateCoats Group plc Declares Interim Dividend, Payable on November 14, 2024Coats Group plc decided to pay an interim dividend of 0.93 cents per share, a 15% increase on the prior year. The interim dividend will be paid on 14 November 2024 to ordinary shareholders on the register at 18 October 2024, with an ex-dividend date of 17 October 2024.Upcoming Dividend • Apr 25Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).공시 • Mar 08Coats Group plc Proposes Final Dividend, Payable on 30 May 2024Coats Group plc proposed a final dividend of 1.99 cents per share, a 15% increase on the prior year. This equates to a full year dividend of 2.80 cents per share, also an increase of 15%. Subject to approval at the AGM, the final dividend will be paid on 30 May 2024 to ordinary shareholders on the register at 3 May 2024, with an ex-dividend date of 2 May 2024.모든 업데이트 보기Recent updatesBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Wu Gang was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • May 20Coats Group plc to Report First Half, 2026 Results on Jul 28, 2026Coats Group plc announced that they will report first half, 2026 results on Jul 28, 2026공시 • May 15Coats Group plc Announces Board ChangesCoats Group plc announces that Tim Cobbold will join the Board as a Non-Executive Director and Chair Designate with effect from July 1, 2026. He will also join the Nomination Committee at this time. Further to the succession plan announced in March 2024, David Gosnell will retire as Chair and from the Board of Coats on July 31, 2026, after eleven years with the Company, having served as Chair from May 2021. Tim will then succeed David as Chair, and Chair of the Nomination Committee, with effect from August 1, 2026. Tim is currently Chair of Spirax Group plc, where he also chairs the Nomination Committee, and he was previously Chair of TI Fluid Systems plc from 2022 to 2025, having initially been appointed as a Non-Executive Director in 2019. He was also a Non-Executive Director of Rotork plc from 2018 to 2024. In his executive career, Tim was the Chief Executive of three FTSE 250 listed companies: UBM plc; De La Rue plc; and Chloride Group plc. Prior to this, he held senior management positions at Smiths Group/TI Group where he worked for 18 years. During his tenure as Chair, the Group has transformed its portfolio, including the creation of a dedicated Footwear division following the acquisitions of Rhenoflex, Texon and, most recently, OrthoLite. The derisking of the UK pension scheme, together with continued focus on sustainability, positions Coats well for future success.공시 • May 08Coats Group plc Announces Appointment of Annette Kelleher to the Board as A Non-Executive Director, Effective 1 June 2026Coats Group plc announced that Annette Kelleher will join the Board as a Non-Executive Director, effective 1 June 2026. In addition, she will join the Nomination Committee and the Remuneration Committee. Annette has more than 25 years of experience in the international industrials sector and was the Chief Human Resources Officer and on the executive committee of Johnson Matthey plc from 2013 to 2025. Prior to that Annette held a number of senior human resources roles during her tenure with Pilkington Glass and NSG Group and spent considerable time in Asia. Annette is currently a non-executive director of Keller Group plc, where she also chairs the Remuneration Committee, and of the Remuneration Consultants Group. From 2014 to 2023, Annette was a non-executive director of Hill & Smith plc, and chair of the Remuneration Committee from 2016. She was previously an independent Director of Tribunal Services, part of the UK's Ministry of Justice.공시 • Apr 10Coats Group plc Announces Wu Gang's Appointment to the Sustainability Committee, Effective April 8, 2026Coats Group plc announced that Wu Gang, Non-Executive Director, will join the Coats Sustainability Committee with immediate effect. Effective date: April 8, 2026.공시 • Apr 01Coats Group plc, Annual General Meeting, May 20, 2026Coats Group plc, Annual General Meeting, May 20, 2026. Location: fti consulting, 200 aldersgate, aldersgate street, ec1a 4hd, london United Kingdom공시 • Mar 06Coats Group plc Proposes Final Dividend, Payable on May 28, 2026Coats Group PLC proposing a final dividend of 2.28 cents per share, a 4% increase on the prior year. This equates to a full year dividend of 3.28 cents per share, an increase of 5%. Subject to approval at the AGM, the final dividend will be paid on 28 May 2026 to ordinary shareholders on the register at 8 May 2026, with an ex-dividend date of 7 May 2026.공시 • Feb 11Coats Group plc Announces Changes to Board, Effective from May 20, 2026Coats Group PLC announced that Sarah Highfield, Independent Non-Executive Director, will succeed Fran Philip as the Company's Designated Non-Executive Director for workforce engagement with effect from the conclusion of the Company's AGM on May 20, 2026. Fran Philip will retire from the Board at the 2026 AGM following the completion of her nine-year term.공시 • Aug 01Coats Group plc to Report Fiscal Year 2025 Results on Mar 05, 2026Coats Group plc announced that they will report fiscal year 2025 results on Mar 05, 2026공시 • Jul 17+ 5 more updatesCoats Group plc has completed a Follow-on Equity Offering in the amount of £242.401114 million.Coats Group plc has completed a Follow-on Equity Offering in the amount of £242.401114 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 314,043,656 Price\Range: £0.77 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 762,985 Price\Range: £0.77 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing공시 • Jun 24Coats Group plc Appoints Wu Gang as A Non-Executive Director and Joins Nomination Committee and the Remuneration Committee with Effect from 1 July 2025The Board of IG Group Holdings plc announces in accordance with LR 6.4.9R(2) that Wu Gang, Non-Executive Director of the Company, has been appointed as a Non-Executive Director of Coats Group plc with effect from 1 July 2025. In addition, Wu Gang will join the Nomination Committee and the Remuneration Committee. Wu Gang is an investment banker by background with a career of close to 30 years in Asia and Europe. He built and led industry sector and product teams in different geographies and has advised a variety of companies in different industries on strategic transactions and capital raising. Wu Gang set up and ran European Corporate Finance at CITIC CLSA, the international investment banking platform of CITIC Securities in 2014. Prior to that, he led M&A Advisory and Global Industrials groups at ICBC International. He spent his earlier career at Merrill Lynch and HSBC, where he led the Asian Telecoms and Media Investment Banking Group. Wu Gang began his investment banking career at Goldman Sachs. Wu Gang is currently a non-executive director of IG Group Holdings plc, Tritax Big Box REIT plc and Ashurst LLP, where he also chairs the Risk Committee. He was a non-executive director of Laird plc prior to its takeover by Advent and served as a senior advisor at Rothschild & Co.공시 • May 22Coats Group plc Announces Jackie Callaway Did Not Stand for Re-Election and Stepped Down from the BoardCoats Group plc announced that at the AGM, held in London on 21 May 2025 announced Jackie Callaway did not stand for re-election and stepped down from the Board following the conclusion of the AGM.공시 • May 21Coats Group plc to Report First Half, 2025 Results on Jul 31, 2025Coats Group plc announced that they will report first half, 2025 results on Jul 31, 2025공시 • Apr 04Coats Group plc Announces its Intention to Fully Exit from Performance Materials Division's US Yarns Business Based in Kings Mountain, North CarolinaCoats Group plc announced its intention to fully exit from the Performance Materials (PM) division's US Yarns business based in Kings Mountain, North Carolina. This follows the strategic review of the Americas Yarns business which started in Fourth Quarter 2024 and has already resulted in the closure of the Toluca, Mexico facility in December 2024. The strategic review has concluded that the Americas Yarns business does not fit with Coats' future strategy and the exit from this non-core operation will result in a positive annualised impact to both the PM and Group adjusted EBIT margins. The exit process is expected to complete in Second Quarter and is anticipated to generate a modest cash inflow, after closure costs, and will allow management to focus on driving forward and growing other parts of the Group's attractive portfolio.공시 • Mar 07Coats Group plc, Annual General Meeting, May 21, 2025Coats Group plc, Annual General Meeting, May 21, 2025.공시 • Mar 06+ 1 more updateCoats Group plc Proposes Final Dividend, Payable on May 29, 2024The board of Coats Group plc has decided to propose a final dividend of 2.19 cents per share, a 10% increase on the prior year. This equates to a full year dividend of 3.12 cents per share, an increase of 11%. Subject to approval at the AGM, the final dividend will be paid on 29 May 2025 to ordinary shareholders on the register at 2 May 2025, with an ex-dividend date of 1 May 2025. The Board will continue to review the level of dividend payment to shareholders on the basis of the performance of the business and its longer-term potential.공시 • Jan 07+ 1 more updateCoats Group plc Announces Group Chief Financial Officer ChangesThe Board of Coats Group plc announced that Jackie Callaway, Group Chief Financial Officer, has mutually agreed with the Board that she will step down from her role as CFO at the conclusion of the AGM on 21 May 2025 and will assist with an orderly transition to 30 June 2025. Jackie has been with the Group for four and a half years. Following a comprehensive selection process, the Board announced that Hannah Nichols will become Coats' Group Chief Financial Officer. She is expected to join the Group as Group Chief Financial Officer designate on 24 April 2025 and will also become an Executive Director. On 21 May 2025, at the conclusion of the AGM, Hannah will assume CFO responsibilities. Hannah Nichols joins from Hill & Smith PLC, the FTSE 250 international industrial group, where she has been Chief Financial Officer since 2019. Prior to this Hannah worked at BT Group plc and has over 20 years of experience in a range of finance roles. Hannah is currently a Non-Executive Director of Oxford Instruments plc.공시 • Sep 26Coats Group plc to Report Fiscal Year 2024 Results on Mar 06, 2025Coats Group plc announced that they will report fiscal year 2024 results on Mar 06, 2025New Risk • Aug 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).공시 • Aug 12Coats Group plc Appoints Srinivas Phatak as Non-Executive Director, Audit and Risk Committee and the Nomination Committee, Effective 1 September 2024Coats Group plc announced that Srinivas Phatak will join the Board as a Non-Executive Director, effective 1 September 2024. In addition, he will join the Audit and Risk Committee and the Nomination Committee. Srinivas is currently the Deputy Chief Financial Officer and Group Controller for Unilever PLC. Srinivas has more than 28 years of experience in the consumer products industry, working in the US, Europe, LATAM and India. During 2017 and 2021, Srinivas was Chief Financial Officer and Executive Director of Hindustan Unilever Limited; a Unilever subsidiary listed in India with market capitalisation of over €60bn. His other Unilever experiences include heading financial shared services, leading finance for supply chain in the Americas, large scale M&A (including integration) and heading global treasury operations for Asia.Declared Dividend • Aug 04First half dividend of UK£0.0063 announcedShareholders will receive a dividend of UK£0.0063. Ex-date: 17th October 2024 Payment date: 14th November 2024 Dividend yield will be 2.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Aug 02+ 1 more updateCoats Group plc Declares Interim Dividend, Payable on November 14, 2024Coats Group plc decided to pay an interim dividend of 0.93 cents per share, a 15% increase on the prior year. The interim dividend will be paid on 14 November 2024 to ordinary shareholders on the register at 18 October 2024, with an ex-dividend date of 17 October 2024.Reported Earnings • Aug 02First half 2024 earnings released: EPS: US$0.038 (vs US$0.015 in 1H 2023)First half 2024 results: EPS: US$0.038 (up from US$0.015 in 1H 2023). Revenue: US$740.7m (up 3.6% from 1H 2023). Net income: US$60.5m (up 145% from 1H 2023). Profit margin: 8.2% (up from 3.5% in 1H 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • May 31+ 1 more updateCoats Group plc Appoints David Paja as Executive Director of the Board, Effective 1 September 2024The Board of Coats Group plc has appointed David Paja as Group Chief Executive designate. David is expected to join the Group and become an Executive Director of the Board on 1 September 2024 and assume responsibilities from Rajiv on 1 October 2024. Rajiv will remain available to the Board and David until year-end. David Paja was until recently CEO of GKN Aerospace, part of Melrose Industries PLC, where he played a major role in the successful turnaround of the business and delivery of profitable growth. Prior to this, David held senior leadership positions at Aptiv, Honeywell and Valeo.공시 • May 25Coats Group plc Announces Nicholas Bull Not to Stand for Re-Election as DirectorCoats Group plc announced that Nicholas Bull did not stand for re-election and retired from the Board following the conclusion of the AGM.Upcoming Dividend • Apr 25Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).공시 • Mar 08Coats Group plc Proposes Final Dividend, Payable on 30 May 2024Coats Group plc proposed a final dividend of 1.99 cents per share, a 15% increase on the prior year. This equates to a full year dividend of 2.80 cents per share, also an increase of 15%. Subject to approval at the AGM, the final dividend will be paid on 30 May 2024 to ordinary shareholders on the register at 3 May 2024, with an ex-dividend date of 2 May 2024.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: US$0.052 (vs US$0.048 in FY 2022)Full year 2023 results: EPS: US$0.052 (up from US$0.048 in FY 2022). Revenue: US$1.39b (down 12% from FY 2022). Net income: US$83.2m (up 14% from FY 2022). Profit margin: 6.0% (up from 4.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.공시 • Feb 14Coats Group plc to Report First Half, 2024 Results on Aug 01, 2024Coats Group plc announced that they will report first half, 2024 results on Aug 01, 2024공시 • Dec 15Coats Group plc Appoints Sarah Highfield to the Sustainability Committee with Effect from 1 January 2024Coats Group plc announced that Sarah Highfield will join the Sustainability Committee with effect from 1 January 2024. Sarah joined the Board on 1 November 2023 as a Non-Executive Director, and she is also a member of the Nomination Committee and a member and Chair Designate of the Audit and Risk Committee.New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Significant insider selling over the past 3 months (€618k sold).공시 • Dec 06Coats Group plc to Report Fiscal Year 2023 Results on Mar 11, 2024Coats Group plc announced that they will report fiscal year 2023 results on Mar 11, 2024공시 • Nov 17Coats Group plc Announces Board ChangesCoats Group plc announces that, following the planned retirement of Nicholas Bull at the Company's 2024 Annual General Meeting after serving nine years on the Board,Steve Murray will be appointed Senior Independent Director. This change will take effect from the conclusion of the AGM, expected to be held on 22 May 2024. Steve joined the Board on 1 September 2022 as a Non-Executive Director, and he is a member of the Audit and Risk Committee, the Nomination Committee and the Remuneration Committee.공시 • Oct 06Coats Group plc, Annual General Meeting, May 22, 2024Coats Group plc, Annual General Meeting, May 22, 2024.공시 • Oct 05Coats Group plc Appoints Sarah Highfield as Non-Executive Director, Effective 1 November 2023Coats Group plc announced that Sarah Highfield will join the Board as a Non-Executive Director, effective 1 November 2023. In addition, she will join the Audit and Risk Committee, as Chair Designate, and the Nomination Committee. Subject to shareholder approval of her nomination to the Board, Sarah will succeed Nicholas Bull as Chair of the Audit and Risk Committee following the 2024 Annual General Meeting of the Company expected to be held on 22 May 2024. Sarah was most recently Chief Executive Officer of Elvie, the female technology firm, having previously served as Chief Operating Officer & Chief Financial Officer and Deputy Chief Executive Officer. Sarah was also a Non-Executive Director and Chair of the Audit Committee at Seraphine Group plc, which was listed on the main market from 2021 to 2023. Prior to joining Elvie, Sarah was Group Chief Financial Officer at Costa Coffee for over five years, including during the £3.9 billion sale to The Coca-Cola Company. She was also Chief Financial Officer of Tesco's Hungary and Slovakia businesses. Sarah has significant experience of driving growth globally, including in the US and China.Recent Insider Transactions • Sep 29Key Executive recently sold €618k worth of stockOn the 26th of September, Rajiv Sharma sold around 725k shares on-market at roughly €0.85 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rajiv's only on-market trade for the last 12 months.Buying Opportunity • Sep 19Now 21% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 232% in the next 2 years.공시 • Sep 02AEQUITA SE & Co KGaA acquired European Zips business from Coats Group plc (LSE:COA).AEQUITA SE & Co KGaA entered into an agreement to acquire European Zips business from Coats Group plc (LSE:COA) for $1 million on July 4, 2023. The expected nominal cash consideration of around $1 million is after the deduction of typical debt-like items. The transaction is expected to complete in Q3 2023. For FY 2022, the European Zips business generated revenues of around $50 million at operating margins well below the Group average. Jonathan Aiken and Ruari Sinclair of Bda Partners (London) Limited acted as financial advisor to Coats Group plc (LSE:COA).AEQUITA SE & Co KGaA completed the acquisition of European Zips business from Coats Group plc (LSE:COA) on September 1, 2023.Buying Opportunity • Aug 24Now 21% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be €1.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 232% in the next 2 years.New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 5.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Shareholders have been diluted in the past year (10% increase in shares outstanding).공시 • Aug 02Coats Group plc Declares Interim Dividend, Payable on 15 November 2023The Board of Coats Group plc has decided to pay an interim dividend of 0.81 cents per share (30 June 2022: 0.70 cents), a 15% increase on the prior year. The interim dividend will be paid on 15 November 2023 to ordinary shareholders on the register at 20 October 2023, with an ex-dividend date of 19 October 2023.Reported Earnings • Aug 02First half 2023 earnings released: EPS: US$0.015 (vs US$0.034 in 1H 2022)First half 2023 results: EPS: US$0.015 (down from US$0.034 in 1H 2022). Revenue: US$715.1m (down 11% from 1H 2022). Net income: US$24.7m (down 50% from 1H 2022). Profit margin: 3.5% (down from 6.2% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Jul 06AEQUITA SE & Co KGaA entered into an agreement to acquire European Zips business from Coats Group plc (LSE:COA) for $1 million.AEQUITA SE & Co KGaA entered into an agreement to acquire European Zips business from Coats Group plc (LSE:COA) for $1 million on July 4, 2023. The expected nominal cash consideration of around $1m is after the deduction of typical debt-like items. The transaction is expected to complete in Q3 2023. For FY 2022, the European Zips business generated revenues of around $50m at operating margins well below the Group average.Buying Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be €0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.공시 • May 23Coats Group plc Appoints Jackie Callaway as Non-Executive Director and Member of the Nomination and Audit CommitteesCoats Group plc announced that it has been notified that Jackie Callaway, currently Chief Financial Officer and an Executive Director of the Company, has been appointed as a non-executive director and member of the Nomination and Audit Committees of IMI plc, the specialist engineering group,with effect from 1 July 2023. This information is disclosed in accordance with LR 9.6.14 (2).Upcoming Dividend • Apr 20Upcoming dividend of US$0.017 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).Recent Insider Transactions • Mar 12CFO & Executive Director recently bought €56k worth of stockOn the 9th of March, Jacqueline Callaway bought around 64k shares on-market at roughly €0.88 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jacqueline's only on-market trade for the last 12 months.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$0.048 (vs US$0.061 in FY 2021)Full year 2022 results: EPS: US$0.048 (down from US$0.061 in FY 2021). Revenue: US$1.58b (up 5.3% from FY 2021). Net income: US$72.9m (down 18% from FY 2021). Profit margin: 4.6% (down from 5.9% in FY 2021). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Jan 26Hardy Henry Textiles Ltée signed an agreement to acquire Business Operations of Coats Groupin Mauritius and Madagascar.Hardy Henry Textiles Ltée signed an agreement to acquire Business Operations of Coats Groupin Mauritius and Madagascar on January 25, 2023. The transaction is expected to complete on January 31, 2023.공시 • Jan 17Coats Group plc to Report Fiscal Year 2022 Results on Mar 02, 2023Coats Group plc announced that they will report fiscal year 2022 results on Mar 02, 2023공시 • Nov 05Coats Group plc, Annual General Meeting, May 17, 2023Coats Group plc, Annual General Meeting, May 17, 2023.공시 • Nov 04Coats Group plc Appoints Heather Lawrence Will Join the Board as A Non-Executive Director, Effective 7 November 2022Coats Group plc announced that Heather Lawrence will join the Board as a Non-Executive Director, effective 7 November 2022. In addition, she will join the Audit and Risk Committee, as Chair Designate, and the Nomination Committee. Subject to shareholder approval of her nomination to the Board, Heather will succeed Nicholas Bull as Chair of the Audit and Risk Committee following the 2023 Annual General Meeting of the Company expected to be held on 17 May 2023. Heather originally qualified as a Chartered Accountant and subsequently spent well over a decade working in senior roles in corporate finance and investment banking, where she honed her experience across industrial and transportation businesses. In her most recent role, Heather was a Managing Director at Citigroup, where she ran the Aviation and Travel franchise in EMEA. She has served on several boards and was previously a Non-Executive Director of Flybe plc. Heather is currently a Non-Executive Director and Chair of the Audit Committee at Melrose Industries plc.공시 • Aug 25Coats Group plc Announces Steve Murray as Non-Executive Director, Effective 1 September 2022Coats Group plc announced that Steve Murray will join the Board as a Non-Executive Director, effective 1 September 2022. In addition, he will join the Audit and Risk Committee, the Nomination Committee and the Remuneration Committee. Steve has more than 30 years of experience in the apparel and footwear industry and was previously Global Brand President of The North Face. Prior to The North Face, he was a member of the group executive leadership team at VF Corporation, one of the world's largest apparel, footwear and accessories companies and the parent company of The North Face. He previously served as CEO of Airwair International (Dr. Martens, the iconic British footwear and clothing brand), and prior to that he served as Global Brand President of Urban Outfitters, and EMEA President at Deckers Brands.공시 • Aug 24Coats Group plc (LSE:COA) completed the acquisition of Rhenoflex GmbH.Coats Group plc (LSE:COA) signed an agreement to acquire Rhenoflex GmbH for an enterprise value of €115 million on August 10, 2022. Under the terms of the transaction, Coats has agreed to pay an Enterprise Value of €115 million, which represents total cash consideration of approximately €110 million after deducting assumed retirement liabilities and other customary adjustments. The deal will be financed via the proceeds of an equity placing including an approximately €109 million share placing to institutional investors share offer to retail investors via the REX platform, of up to 10% of the Coats's issued share capital. The acquisition is expected to complete by the end of August. Richard Shaw and James Cliffe of Lazard & Co., Limited acted as financial advisor to Coats. B. Metzler GmbH acted as financial advisor to Rhenoflex GmbH. Jones Day acted as legal advisor to Rhenoflex GmbH. Ash Tiwari of Baker & Mckenzie LLP, London acted as legal advisor to Coats Group plc (LSE:COA). KPMG LLP (United Kingdom), Investment Banking Arm acted as financial advisor to Coats Group plc (LSE:COA). Jeff Twentyman, Sally Wokes, Caroline Phillips and Charles Osborne of Slaughter and May acted as legal advisor to Coats Group plc (LSE:COA). Coats Group plc (LSE:COA) completed the acquisition of Rhenoflex GmbH on August 23, 2022. All the conditions related to deal are satisfied.공시 • Aug 12+ 1 more updateCoats Group plc has completed a Follow-on Equity Offering in the amount of £92.2274 million.Coats Group plc has completed a Follow-on Equity Offering in the amount of £92.2274 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 144,557,948 Price\Range: £0.635 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 682,052 Price\Range: £0.635 Transaction Features: Regulation SReported Earnings • Aug 03First half 2022 earnings released: EPS: US$0.034 (vs US$0.03 in 1H 2021)First half 2022 results: EPS: US$0.034 (up from US$0.03 in 1H 2021). Revenue: US$801.5m (up 14% from 1H 2021). Net income: US$49.6m (up 13% from 1H 2021). Profit margin: 6.2% (down from 6.3% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jul 07Coats Group plc (LSE:COA) signed a definitive agreement to acquire Texon International Group Ltd for $211 million.Coats Group plc (LSE:COA) signed a definitive agreement to acquire Texon International Group Ltd for $211 million on July 6, 2022. For the year ended December 31, 2021, Texon generated revenue of $132 million, EBITDA of $21 million and adjusted operating profit of $17 million. The acquisition is expected to complete in July. Lazard & Co., Limited acted as financial advisor to Coats Group plc.공시 • May 28Reelpar SA completed the acquisition of Coats Group plc in Brazil and Argentina from Coats Group plc (LSE:COA).Reelpar SA agreed to acquire Business of Coats Group plc in Brazil and Argentina from Coats Group plc (LSE:COA) on May 10, 2022. Coats Group will fund $10 million to Reelpar S.A. to support restructuring of the business. The deal is expected to complete in May, following customary completion procedures. Lazard acted as financial advisor to Coats Group Plc. Reelpar SA completed the acquisition of Coats Group plc in Brazil and Argentina from Coats Group plc (LSE:COA) on May 27, 2022.공시 • May 12+ 2 more updatesCoats Group plc, Annual General Meeting, May 18, 2022Coats Group plc, Annual General Meeting, May 18, 2022.공시 • May 03Coats Group plc Announces Board Changes, Effective 19 May 2022Coats Group plc announces that it has received notice from Anne Fahy, Non-Executive Director ("NED") of the Company, of her intention not to stand for re-election at forthcoming Annual General Meeting (the "AGM"). Anne will attend the Board and Committee meetings to be held on 17th and 18th May 2022 in her capacity as NED and Chair of the Audit and Risk Committee. As the Company's Notice of AGM has already been issued, the Company confirms that the resolution to re-elect Anne Fahy as a NED of the Company (Resolution 6) is now withdrawn. The withdrawal of Resolution 6 does not otherwise affect the validity of the Notice of AGM, or any proxy votes already submitted on other proposed resolutions. The numbering of all other proposed resolutions at the AGM will remain unchanged.As a result of Anne's decision, Nicholas Bull, FCA, will be appointed as Chair of the Audit and Risk Committee with effect from 19th May 2022. Nicholas was appointed as a NED and Senior Independent Director of Coats in April 2015, and has been a member of the Audit and Risk Committee since then. Nicholas brings extensive financial experience through both his current appointment as Chair of Fidelity China Special Situations PLC, as well as from his previous roles with de Vere Group Limited, Société Générale, Morgan Grenfell and ABN Amro.Upcoming Dividend • Apr 21Upcoming dividend of US$0.015 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.9%). Higher than average of industry peers (1.4%).Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.061 (up from US$0.018 in FY 2020). Revenue: US$1.50b (up 29% from FY 2020). Net income: US$88.9m (up 237% from FY 2020). Profit margin: 5.9% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 3.6%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Mar 04+ 1 more updateCoats Group plc Provides Group Earnings Guidance for the Fiscal Year 2022Coats Group plc provided group earnings guidance for the fiscal year 2022. The Group expects continued growth in 2022, and fiscal year 2022 performance is anticipated to be modestly ahead of the company's previous expectations.Buying Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be US$0.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% per annum over the last 3 years. Earnings per share has declined by 9.3% per annum over the last 3 years.Recent Insider Transactions • Dec 07Independent Chairman of the Board recently bought €240k worth of stockOn the 6th of December, David Gosnell bought around 310k shares on-market at roughly €0.78 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Reported Earnings • Aug 04First half 2021 earnings released: EPS US$0.034 (vs US$0.006 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$732.4m (up 37% from 1H 2020). Net income: US$49.2m (up US$57.8m from 1H 2020). Profit margin: 6.7% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Executive Departure • May 27Chairman of the Board Michael Clasper has left the companyOn the 19th of May, Michael Clasper's tenure as Chairman of the Board ended after 7.2 years in the role. As of March 2021, Michael personally held 1.69m shares (€1.2m worth at the time). A total of 3 executives have left over the last 12 months.Upcoming Dividend • Apr 22Upcoming dividend of US$0.013 per shareEligible shareholders must have bought the stock before 29 April 2021. Payment date: 25 May 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).Executive Departure • Apr 02CFO & Executive Director has left the companyOn the 31st of March, Simon Boddie's tenure as CFO & Executive Director ended after 4.7 years in the role. As of December 2020, Simon personally held 300.00k shares (€223k worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Mar 05Full year 2020 earnings released: EPS US$0.018 (vs US$0.067 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.16b (down 16% from FY 2019). Net income: US$26.4m (down 73% from FY 2019). Profit margin: 2.3% (down from 6.9% in FY 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Mar 05Revenue misses expectationsRevenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 16%, compared to a 9.7% growth forecast for the Luxury industry in Germany.공시 • Mar 04Coats Group plc Announces Remuneration and Audit Committee ChangesCoats Group plc announced that Hongyan Echo Lu, Independent Non-Executive Director, will assume the role of Chair of the Remuneration Committee with effect from 1 May 2021. Echo has been a member of the Company's Remuneration Committee since joining the Coats Group plc Board as a Non-Executive Director on 1 December 2017. Echo will succeed David Gosnell as Chair of the Remuneration Committee. David will step down as Chair and as a member of the Remuneration Committee and as a member of the Audit and Risk Committee with effect from 1 May 2021. This is ahead of his appointment as Chair of the Board of Coats Group plc, which is due to take effect at the conclusion of the Company's Annual General Meeting scheduled for 19 May 2021. It is also announced that Nicholas Bull, Independent Non-Executive Director and Senior Independent Director, will join the Remuneration Committee on 1 May 2021.공시 • Feb 19Coats Group plc to Report First Half, 2021 Results on Aug 03, 2021Coats Group plc announced that they will report first half, 2021 results on Aug 03, 2021공시 • Feb 12Coats Group plc, Annual General Meeting, May 19, 2021Coats Group plc, Annual General Meeting, May 19, 2021.Is New 90 Day High Low • Dec 11New 90-day high: €0.79The company is up 35% from its price of €0.58 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.54 per share.Recent Insider Transactions • Nov 27Independent Non-Executive Director recently bought €109k worth of stockOn the 25th of November, David Gosnell bought around 140k shares on-market at roughly €0.78 per share. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of €223k worth in shares.공시 • Nov 25Coats Group plc Announces Board ChangesCoats Group plc announced that Mike Clasper has advised the Board that he will retire as Chairman and from the Board of Coats, at the conclusion of the Annual General Meeting scheduled for 19 May 2021, after nearly eight years with the Company. Mike will be succeeded as Chairman by David Gosnell who is currently an Independent Non-Executive Director of Coats. David joined the Coats Board in 2015. He was formerly Chairman of Old Bushmills Distillery Company Ltd. and a Non-Executive Director of Brambles Ltd. David retired from Diageo plc in 2014 where he had most recently held the role of President of Global Supply and Procurement. David succeeds Mike as Chairman of the Nomination Committee with immediate effect. David will step down as Chair of the Remuneration Committee with effect from a date that will be announced in due course.Is New 90 Day High Low • Nov 10New 90-day high: €0.73The company is up 3.0% from its price of €0.70 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.48 per share.Is New 90 Day High Low • Sep 27New 90-day low: €0.55The company is down 9.0% from its price of €0.60 on 29 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.57 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 4TC 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 4TC 의 배당금 지급이 증가했지만 회사는 9 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Coats Group 배당 수익률 vs 시장4TC의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (4TC)3.0%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Luxury)1.7%분석가 예측 (4TC) (최대 3년)3.8%주목할만한 배당금: 4TC 의 배당금( 3.03% )은 German 시장에서 배당금 지급자의 하위 25%( 1.54% )보다 높습니다.고배당: 4TC 의 배당금( 3.03% )은 German 시장에서 배당금 지급자의 상위 25%( 4.55% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 48.3% )로 4TC 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 32.6% )로 4TC 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 04:11종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Coats Group plc는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James ZarembaBarclaysJames BaylissBerenbergRobert ChantryBerenberg16명의 분석가 더 보기
공시 • Mar 06Coats Group plc Proposes Final Dividend, Payable on May 28, 2026Coats Group PLC proposing a final dividend of 2.28 cents per share, a 4% increase on the prior year. This equates to a full year dividend of 3.28 cents per share, an increase of 5%. Subject to approval at the AGM, the final dividend will be paid on 28 May 2026 to ordinary shareholders on the register at 8 May 2026, with an ex-dividend date of 7 May 2026.
공시 • Mar 06+ 1 more updateCoats Group plc Proposes Final Dividend, Payable on May 29, 2024The board of Coats Group plc has decided to propose a final dividend of 2.19 cents per share, a 10% increase on the prior year. This equates to a full year dividend of 3.12 cents per share, an increase of 11%. Subject to approval at the AGM, the final dividend will be paid on 29 May 2025 to ordinary shareholders on the register at 2 May 2025, with an ex-dividend date of 1 May 2025. The Board will continue to review the level of dividend payment to shareholders on the basis of the performance of the business and its longer-term potential.
Declared Dividend • Aug 04First half dividend of UK£0.0063 announcedShareholders will receive a dividend of UK£0.0063. Ex-date: 17th October 2024 Payment date: 14th November 2024 Dividend yield will be 2.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 02+ 1 more updateCoats Group plc Declares Interim Dividend, Payable on November 14, 2024Coats Group plc decided to pay an interim dividend of 0.93 cents per share, a 15% increase on the prior year. The interim dividend will be paid on 14 November 2024 to ordinary shareholders on the register at 18 October 2024, with an ex-dividend date of 17 October 2024.
Upcoming Dividend • Apr 25Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).
공시 • Mar 08Coats Group plc Proposes Final Dividend, Payable on 30 May 2024Coats Group plc proposed a final dividend of 1.99 cents per share, a 15% increase on the prior year. This equates to a full year dividend of 2.80 cents per share, also an increase of 15%. Subject to approval at the AGM, the final dividend will be paid on 30 May 2024 to ordinary shareholders on the register at 3 May 2024, with an ex-dividend date of 2 May 2024.
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Wu Gang was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • May 20Coats Group plc to Report First Half, 2026 Results on Jul 28, 2026Coats Group plc announced that they will report first half, 2026 results on Jul 28, 2026
공시 • May 15Coats Group plc Announces Board ChangesCoats Group plc announces that Tim Cobbold will join the Board as a Non-Executive Director and Chair Designate with effect from July 1, 2026. He will also join the Nomination Committee at this time. Further to the succession plan announced in March 2024, David Gosnell will retire as Chair and from the Board of Coats on July 31, 2026, after eleven years with the Company, having served as Chair from May 2021. Tim will then succeed David as Chair, and Chair of the Nomination Committee, with effect from August 1, 2026. Tim is currently Chair of Spirax Group plc, where he also chairs the Nomination Committee, and he was previously Chair of TI Fluid Systems plc from 2022 to 2025, having initially been appointed as a Non-Executive Director in 2019. He was also a Non-Executive Director of Rotork plc from 2018 to 2024. In his executive career, Tim was the Chief Executive of three FTSE 250 listed companies: UBM plc; De La Rue plc; and Chloride Group plc. Prior to this, he held senior management positions at Smiths Group/TI Group where he worked for 18 years. During his tenure as Chair, the Group has transformed its portfolio, including the creation of a dedicated Footwear division following the acquisitions of Rhenoflex, Texon and, most recently, OrthoLite. The derisking of the UK pension scheme, together with continued focus on sustainability, positions Coats well for future success.
공시 • May 08Coats Group plc Announces Appointment of Annette Kelleher to the Board as A Non-Executive Director, Effective 1 June 2026Coats Group plc announced that Annette Kelleher will join the Board as a Non-Executive Director, effective 1 June 2026. In addition, she will join the Nomination Committee and the Remuneration Committee. Annette has more than 25 years of experience in the international industrials sector and was the Chief Human Resources Officer and on the executive committee of Johnson Matthey plc from 2013 to 2025. Prior to that Annette held a number of senior human resources roles during her tenure with Pilkington Glass and NSG Group and spent considerable time in Asia. Annette is currently a non-executive director of Keller Group plc, where she also chairs the Remuneration Committee, and of the Remuneration Consultants Group. From 2014 to 2023, Annette was a non-executive director of Hill & Smith plc, and chair of the Remuneration Committee from 2016. She was previously an independent Director of Tribunal Services, part of the UK's Ministry of Justice.
공시 • Apr 10Coats Group plc Announces Wu Gang's Appointment to the Sustainability Committee, Effective April 8, 2026Coats Group plc announced that Wu Gang, Non-Executive Director, will join the Coats Sustainability Committee with immediate effect. Effective date: April 8, 2026.
공시 • Apr 01Coats Group plc, Annual General Meeting, May 20, 2026Coats Group plc, Annual General Meeting, May 20, 2026. Location: fti consulting, 200 aldersgate, aldersgate street, ec1a 4hd, london United Kingdom
공시 • Mar 06Coats Group plc Proposes Final Dividend, Payable on May 28, 2026Coats Group PLC proposing a final dividend of 2.28 cents per share, a 4% increase on the prior year. This equates to a full year dividend of 3.28 cents per share, an increase of 5%. Subject to approval at the AGM, the final dividend will be paid on 28 May 2026 to ordinary shareholders on the register at 8 May 2026, with an ex-dividend date of 7 May 2026.
공시 • Feb 11Coats Group plc Announces Changes to Board, Effective from May 20, 2026Coats Group PLC announced that Sarah Highfield, Independent Non-Executive Director, will succeed Fran Philip as the Company's Designated Non-Executive Director for workforce engagement with effect from the conclusion of the Company's AGM on May 20, 2026. Fran Philip will retire from the Board at the 2026 AGM following the completion of her nine-year term.
공시 • Aug 01Coats Group plc to Report Fiscal Year 2025 Results on Mar 05, 2026Coats Group plc announced that they will report fiscal year 2025 results on Mar 05, 2026
공시 • Jul 17+ 5 more updatesCoats Group plc has completed a Follow-on Equity Offering in the amount of £242.401114 million.Coats Group plc has completed a Follow-on Equity Offering in the amount of £242.401114 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 314,043,656 Price\Range: £0.77 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 762,985 Price\Range: £0.77 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
공시 • Jun 24Coats Group plc Appoints Wu Gang as A Non-Executive Director and Joins Nomination Committee and the Remuneration Committee with Effect from 1 July 2025The Board of IG Group Holdings plc announces in accordance with LR 6.4.9R(2) that Wu Gang, Non-Executive Director of the Company, has been appointed as a Non-Executive Director of Coats Group plc with effect from 1 July 2025. In addition, Wu Gang will join the Nomination Committee and the Remuneration Committee. Wu Gang is an investment banker by background with a career of close to 30 years in Asia and Europe. He built and led industry sector and product teams in different geographies and has advised a variety of companies in different industries on strategic transactions and capital raising. Wu Gang set up and ran European Corporate Finance at CITIC CLSA, the international investment banking platform of CITIC Securities in 2014. Prior to that, he led M&A Advisory and Global Industrials groups at ICBC International. He spent his earlier career at Merrill Lynch and HSBC, where he led the Asian Telecoms and Media Investment Banking Group. Wu Gang began his investment banking career at Goldman Sachs. Wu Gang is currently a non-executive director of IG Group Holdings plc, Tritax Big Box REIT plc and Ashurst LLP, where he also chairs the Risk Committee. He was a non-executive director of Laird plc prior to its takeover by Advent and served as a senior advisor at Rothschild & Co.
공시 • May 22Coats Group plc Announces Jackie Callaway Did Not Stand for Re-Election and Stepped Down from the BoardCoats Group plc announced that at the AGM, held in London on 21 May 2025 announced Jackie Callaway did not stand for re-election and stepped down from the Board following the conclusion of the AGM.
공시 • May 21Coats Group plc to Report First Half, 2025 Results on Jul 31, 2025Coats Group plc announced that they will report first half, 2025 results on Jul 31, 2025
공시 • Apr 04Coats Group plc Announces its Intention to Fully Exit from Performance Materials Division's US Yarns Business Based in Kings Mountain, North CarolinaCoats Group plc announced its intention to fully exit from the Performance Materials (PM) division's US Yarns business based in Kings Mountain, North Carolina. This follows the strategic review of the Americas Yarns business which started in Fourth Quarter 2024 and has already resulted in the closure of the Toluca, Mexico facility in December 2024. The strategic review has concluded that the Americas Yarns business does not fit with Coats' future strategy and the exit from this non-core operation will result in a positive annualised impact to both the PM and Group adjusted EBIT margins. The exit process is expected to complete in Second Quarter and is anticipated to generate a modest cash inflow, after closure costs, and will allow management to focus on driving forward and growing other parts of the Group's attractive portfolio.
공시 • Mar 07Coats Group plc, Annual General Meeting, May 21, 2025Coats Group plc, Annual General Meeting, May 21, 2025.
공시 • Mar 06+ 1 more updateCoats Group plc Proposes Final Dividend, Payable on May 29, 2024The board of Coats Group plc has decided to propose a final dividend of 2.19 cents per share, a 10% increase on the prior year. This equates to a full year dividend of 3.12 cents per share, an increase of 11%. Subject to approval at the AGM, the final dividend will be paid on 29 May 2025 to ordinary shareholders on the register at 2 May 2025, with an ex-dividend date of 1 May 2025. The Board will continue to review the level of dividend payment to shareholders on the basis of the performance of the business and its longer-term potential.
공시 • Jan 07+ 1 more updateCoats Group plc Announces Group Chief Financial Officer ChangesThe Board of Coats Group plc announced that Jackie Callaway, Group Chief Financial Officer, has mutually agreed with the Board that she will step down from her role as CFO at the conclusion of the AGM on 21 May 2025 and will assist with an orderly transition to 30 June 2025. Jackie has been with the Group for four and a half years. Following a comprehensive selection process, the Board announced that Hannah Nichols will become Coats' Group Chief Financial Officer. She is expected to join the Group as Group Chief Financial Officer designate on 24 April 2025 and will also become an Executive Director. On 21 May 2025, at the conclusion of the AGM, Hannah will assume CFO responsibilities. Hannah Nichols joins from Hill & Smith PLC, the FTSE 250 international industrial group, where she has been Chief Financial Officer since 2019. Prior to this Hannah worked at BT Group plc and has over 20 years of experience in a range of finance roles. Hannah is currently a Non-Executive Director of Oxford Instruments plc.
공시 • Sep 26Coats Group plc to Report Fiscal Year 2024 Results on Mar 06, 2025Coats Group plc announced that they will report fiscal year 2024 results on Mar 06, 2025
New Risk • Aug 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
공시 • Aug 12Coats Group plc Appoints Srinivas Phatak as Non-Executive Director, Audit and Risk Committee and the Nomination Committee, Effective 1 September 2024Coats Group plc announced that Srinivas Phatak will join the Board as a Non-Executive Director, effective 1 September 2024. In addition, he will join the Audit and Risk Committee and the Nomination Committee. Srinivas is currently the Deputy Chief Financial Officer and Group Controller for Unilever PLC. Srinivas has more than 28 years of experience in the consumer products industry, working in the US, Europe, LATAM and India. During 2017 and 2021, Srinivas was Chief Financial Officer and Executive Director of Hindustan Unilever Limited; a Unilever subsidiary listed in India with market capitalisation of over €60bn. His other Unilever experiences include heading financial shared services, leading finance for supply chain in the Americas, large scale M&A (including integration) and heading global treasury operations for Asia.
Declared Dividend • Aug 04First half dividend of UK£0.0063 announcedShareholders will receive a dividend of UK£0.0063. Ex-date: 17th October 2024 Payment date: 14th November 2024 Dividend yield will be 2.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 02+ 1 more updateCoats Group plc Declares Interim Dividend, Payable on November 14, 2024Coats Group plc decided to pay an interim dividend of 0.93 cents per share, a 15% increase on the prior year. The interim dividend will be paid on 14 November 2024 to ordinary shareholders on the register at 18 October 2024, with an ex-dividend date of 17 October 2024.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: US$0.038 (vs US$0.015 in 1H 2023)First half 2024 results: EPS: US$0.038 (up from US$0.015 in 1H 2023). Revenue: US$740.7m (up 3.6% from 1H 2023). Net income: US$60.5m (up 145% from 1H 2023). Profit margin: 8.2% (up from 3.5% in 1H 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • May 31+ 1 more updateCoats Group plc Appoints David Paja as Executive Director of the Board, Effective 1 September 2024The Board of Coats Group plc has appointed David Paja as Group Chief Executive designate. David is expected to join the Group and become an Executive Director of the Board on 1 September 2024 and assume responsibilities from Rajiv on 1 October 2024. Rajiv will remain available to the Board and David until year-end. David Paja was until recently CEO of GKN Aerospace, part of Melrose Industries PLC, where he played a major role in the successful turnaround of the business and delivery of profitable growth. Prior to this, David held senior leadership positions at Aptiv, Honeywell and Valeo.
공시 • May 25Coats Group plc Announces Nicholas Bull Not to Stand for Re-Election as DirectorCoats Group plc announced that Nicholas Bull did not stand for re-election and retired from the Board following the conclusion of the AGM.
Upcoming Dividend • Apr 25Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).
공시 • Mar 08Coats Group plc Proposes Final Dividend, Payable on 30 May 2024Coats Group plc proposed a final dividend of 1.99 cents per share, a 15% increase on the prior year. This equates to a full year dividend of 2.80 cents per share, also an increase of 15%. Subject to approval at the AGM, the final dividend will be paid on 30 May 2024 to ordinary shareholders on the register at 3 May 2024, with an ex-dividend date of 2 May 2024.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: US$0.052 (vs US$0.048 in FY 2022)Full year 2023 results: EPS: US$0.052 (up from US$0.048 in FY 2022). Revenue: US$1.39b (down 12% from FY 2022). Net income: US$83.2m (up 14% from FY 2022). Profit margin: 6.0% (up from 4.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
공시 • Feb 14Coats Group plc to Report First Half, 2024 Results on Aug 01, 2024Coats Group plc announced that they will report first half, 2024 results on Aug 01, 2024
공시 • Dec 15Coats Group plc Appoints Sarah Highfield to the Sustainability Committee with Effect from 1 January 2024Coats Group plc announced that Sarah Highfield will join the Sustainability Committee with effect from 1 January 2024. Sarah joined the Board on 1 November 2023 as a Non-Executive Director, and she is also a member of the Nomination Committee and a member and Chair Designate of the Audit and Risk Committee.
New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Significant insider selling over the past 3 months (€618k sold).
공시 • Dec 06Coats Group plc to Report Fiscal Year 2023 Results on Mar 11, 2024Coats Group plc announced that they will report fiscal year 2023 results on Mar 11, 2024
공시 • Nov 17Coats Group plc Announces Board ChangesCoats Group plc announces that, following the planned retirement of Nicholas Bull at the Company's 2024 Annual General Meeting after serving nine years on the Board,Steve Murray will be appointed Senior Independent Director. This change will take effect from the conclusion of the AGM, expected to be held on 22 May 2024. Steve joined the Board on 1 September 2022 as a Non-Executive Director, and he is a member of the Audit and Risk Committee, the Nomination Committee and the Remuneration Committee.
공시 • Oct 06Coats Group plc, Annual General Meeting, May 22, 2024Coats Group plc, Annual General Meeting, May 22, 2024.
공시 • Oct 05Coats Group plc Appoints Sarah Highfield as Non-Executive Director, Effective 1 November 2023Coats Group plc announced that Sarah Highfield will join the Board as a Non-Executive Director, effective 1 November 2023. In addition, she will join the Audit and Risk Committee, as Chair Designate, and the Nomination Committee. Subject to shareholder approval of her nomination to the Board, Sarah will succeed Nicholas Bull as Chair of the Audit and Risk Committee following the 2024 Annual General Meeting of the Company expected to be held on 22 May 2024. Sarah was most recently Chief Executive Officer of Elvie, the female technology firm, having previously served as Chief Operating Officer & Chief Financial Officer and Deputy Chief Executive Officer. Sarah was also a Non-Executive Director and Chair of the Audit Committee at Seraphine Group plc, which was listed on the main market from 2021 to 2023. Prior to joining Elvie, Sarah was Group Chief Financial Officer at Costa Coffee for over five years, including during the £3.9 billion sale to The Coca-Cola Company. She was also Chief Financial Officer of Tesco's Hungary and Slovakia businesses. Sarah has significant experience of driving growth globally, including in the US and China.
Recent Insider Transactions • Sep 29Key Executive recently sold €618k worth of stockOn the 26th of September, Rajiv Sharma sold around 725k shares on-market at roughly €0.85 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rajiv's only on-market trade for the last 12 months.
Buying Opportunity • Sep 19Now 21% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 232% in the next 2 years.
공시 • Sep 02AEQUITA SE & Co KGaA acquired European Zips business from Coats Group plc (LSE:COA).AEQUITA SE & Co KGaA entered into an agreement to acquire European Zips business from Coats Group plc (LSE:COA) for $1 million on July 4, 2023. The expected nominal cash consideration of around $1 million is after the deduction of typical debt-like items. The transaction is expected to complete in Q3 2023. For FY 2022, the European Zips business generated revenues of around $50 million at operating margins well below the Group average. Jonathan Aiken and Ruari Sinclair of Bda Partners (London) Limited acted as financial advisor to Coats Group plc (LSE:COA).AEQUITA SE & Co KGaA completed the acquisition of European Zips business from Coats Group plc (LSE:COA) on September 1, 2023.
Buying Opportunity • Aug 24Now 21% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be €1.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 232% in the next 2 years.
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 5.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Shareholders have been diluted in the past year (10% increase in shares outstanding).
공시 • Aug 02Coats Group plc Declares Interim Dividend, Payable on 15 November 2023The Board of Coats Group plc has decided to pay an interim dividend of 0.81 cents per share (30 June 2022: 0.70 cents), a 15% increase on the prior year. The interim dividend will be paid on 15 November 2023 to ordinary shareholders on the register at 20 October 2023, with an ex-dividend date of 19 October 2023.
Reported Earnings • Aug 02First half 2023 earnings released: EPS: US$0.015 (vs US$0.034 in 1H 2022)First half 2023 results: EPS: US$0.015 (down from US$0.034 in 1H 2022). Revenue: US$715.1m (down 11% from 1H 2022). Net income: US$24.7m (down 50% from 1H 2022). Profit margin: 3.5% (down from 6.2% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Jul 06AEQUITA SE & Co KGaA entered into an agreement to acquire European Zips business from Coats Group plc (LSE:COA) for $1 million.AEQUITA SE & Co KGaA entered into an agreement to acquire European Zips business from Coats Group plc (LSE:COA) for $1 million on July 4, 2023. The expected nominal cash consideration of around $1m is after the deduction of typical debt-like items. The transaction is expected to complete in Q3 2023. For FY 2022, the European Zips business generated revenues of around $50m at operating margins well below the Group average.
Buying Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be €0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
공시 • May 23Coats Group plc Appoints Jackie Callaway as Non-Executive Director and Member of the Nomination and Audit CommitteesCoats Group plc announced that it has been notified that Jackie Callaway, currently Chief Financial Officer and an Executive Director of the Company, has been appointed as a non-executive director and member of the Nomination and Audit Committees of IMI plc, the specialist engineering group,with effect from 1 July 2023. This information is disclosed in accordance with LR 9.6.14 (2).
Upcoming Dividend • Apr 20Upcoming dividend of US$0.017 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).
Recent Insider Transactions • Mar 12CFO & Executive Director recently bought €56k worth of stockOn the 9th of March, Jacqueline Callaway bought around 64k shares on-market at roughly €0.88 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jacqueline's only on-market trade for the last 12 months.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$0.048 (vs US$0.061 in FY 2021)Full year 2022 results: EPS: US$0.048 (down from US$0.061 in FY 2021). Revenue: US$1.58b (up 5.3% from FY 2021). Net income: US$72.9m (down 18% from FY 2021). Profit margin: 4.6% (down from 5.9% in FY 2021). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Jan 26Hardy Henry Textiles Ltée signed an agreement to acquire Business Operations of Coats Groupin Mauritius and Madagascar.Hardy Henry Textiles Ltée signed an agreement to acquire Business Operations of Coats Groupin Mauritius and Madagascar on January 25, 2023. The transaction is expected to complete on January 31, 2023.
공시 • Jan 17Coats Group plc to Report Fiscal Year 2022 Results on Mar 02, 2023Coats Group plc announced that they will report fiscal year 2022 results on Mar 02, 2023
공시 • Nov 05Coats Group plc, Annual General Meeting, May 17, 2023Coats Group plc, Annual General Meeting, May 17, 2023.
공시 • Nov 04Coats Group plc Appoints Heather Lawrence Will Join the Board as A Non-Executive Director, Effective 7 November 2022Coats Group plc announced that Heather Lawrence will join the Board as a Non-Executive Director, effective 7 November 2022. In addition, she will join the Audit and Risk Committee, as Chair Designate, and the Nomination Committee. Subject to shareholder approval of her nomination to the Board, Heather will succeed Nicholas Bull as Chair of the Audit and Risk Committee following the 2023 Annual General Meeting of the Company expected to be held on 17 May 2023. Heather originally qualified as a Chartered Accountant and subsequently spent well over a decade working in senior roles in corporate finance and investment banking, where she honed her experience across industrial and transportation businesses. In her most recent role, Heather was a Managing Director at Citigroup, where she ran the Aviation and Travel franchise in EMEA. She has served on several boards and was previously a Non-Executive Director of Flybe plc. Heather is currently a Non-Executive Director and Chair of the Audit Committee at Melrose Industries plc.
공시 • Aug 25Coats Group plc Announces Steve Murray as Non-Executive Director, Effective 1 September 2022Coats Group plc announced that Steve Murray will join the Board as a Non-Executive Director, effective 1 September 2022. In addition, he will join the Audit and Risk Committee, the Nomination Committee and the Remuneration Committee. Steve has more than 30 years of experience in the apparel and footwear industry and was previously Global Brand President of The North Face. Prior to The North Face, he was a member of the group executive leadership team at VF Corporation, one of the world's largest apparel, footwear and accessories companies and the parent company of The North Face. He previously served as CEO of Airwair International (Dr. Martens, the iconic British footwear and clothing brand), and prior to that he served as Global Brand President of Urban Outfitters, and EMEA President at Deckers Brands.
공시 • Aug 24Coats Group plc (LSE:COA) completed the acquisition of Rhenoflex GmbH.Coats Group plc (LSE:COA) signed an agreement to acquire Rhenoflex GmbH for an enterprise value of €115 million on August 10, 2022. Under the terms of the transaction, Coats has agreed to pay an Enterprise Value of €115 million, which represents total cash consideration of approximately €110 million after deducting assumed retirement liabilities and other customary adjustments. The deal will be financed via the proceeds of an equity placing including an approximately €109 million share placing to institutional investors share offer to retail investors via the REX platform, of up to 10% of the Coats's issued share capital. The acquisition is expected to complete by the end of August. Richard Shaw and James Cliffe of Lazard & Co., Limited acted as financial advisor to Coats. B. Metzler GmbH acted as financial advisor to Rhenoflex GmbH. Jones Day acted as legal advisor to Rhenoflex GmbH. Ash Tiwari of Baker & Mckenzie LLP, London acted as legal advisor to Coats Group plc (LSE:COA). KPMG LLP (United Kingdom), Investment Banking Arm acted as financial advisor to Coats Group plc (LSE:COA). Jeff Twentyman, Sally Wokes, Caroline Phillips and Charles Osborne of Slaughter and May acted as legal advisor to Coats Group plc (LSE:COA). Coats Group plc (LSE:COA) completed the acquisition of Rhenoflex GmbH on August 23, 2022. All the conditions related to deal are satisfied.
공시 • Aug 12+ 1 more updateCoats Group plc has completed a Follow-on Equity Offering in the amount of £92.2274 million.Coats Group plc has completed a Follow-on Equity Offering in the amount of £92.2274 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 144,557,948 Price\Range: £0.635 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 682,052 Price\Range: £0.635 Transaction Features: Regulation S
Reported Earnings • Aug 03First half 2022 earnings released: EPS: US$0.034 (vs US$0.03 in 1H 2021)First half 2022 results: EPS: US$0.034 (up from US$0.03 in 1H 2021). Revenue: US$801.5m (up 14% from 1H 2021). Net income: US$49.6m (up 13% from 1H 2021). Profit margin: 6.2% (down from 6.3% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jul 07Coats Group plc (LSE:COA) signed a definitive agreement to acquire Texon International Group Ltd for $211 million.Coats Group plc (LSE:COA) signed a definitive agreement to acquire Texon International Group Ltd for $211 million on July 6, 2022. For the year ended December 31, 2021, Texon generated revenue of $132 million, EBITDA of $21 million and adjusted operating profit of $17 million. The acquisition is expected to complete in July. Lazard & Co., Limited acted as financial advisor to Coats Group plc.
공시 • May 28Reelpar SA completed the acquisition of Coats Group plc in Brazil and Argentina from Coats Group plc (LSE:COA).Reelpar SA agreed to acquire Business of Coats Group plc in Brazil and Argentina from Coats Group plc (LSE:COA) on May 10, 2022. Coats Group will fund $10 million to Reelpar S.A. to support restructuring of the business. The deal is expected to complete in May, following customary completion procedures. Lazard acted as financial advisor to Coats Group Plc. Reelpar SA completed the acquisition of Coats Group plc in Brazil and Argentina from Coats Group plc (LSE:COA) on May 27, 2022.
공시 • May 12+ 2 more updatesCoats Group plc, Annual General Meeting, May 18, 2022Coats Group plc, Annual General Meeting, May 18, 2022.
공시 • May 03Coats Group plc Announces Board Changes, Effective 19 May 2022Coats Group plc announces that it has received notice from Anne Fahy, Non-Executive Director ("NED") of the Company, of her intention not to stand for re-election at forthcoming Annual General Meeting (the "AGM"). Anne will attend the Board and Committee meetings to be held on 17th and 18th May 2022 in her capacity as NED and Chair of the Audit and Risk Committee. As the Company's Notice of AGM has already been issued, the Company confirms that the resolution to re-elect Anne Fahy as a NED of the Company (Resolution 6) is now withdrawn. The withdrawal of Resolution 6 does not otherwise affect the validity of the Notice of AGM, or any proxy votes already submitted on other proposed resolutions. The numbering of all other proposed resolutions at the AGM will remain unchanged.As a result of Anne's decision, Nicholas Bull, FCA, will be appointed as Chair of the Audit and Risk Committee with effect from 19th May 2022. Nicholas was appointed as a NED and Senior Independent Director of Coats in April 2015, and has been a member of the Audit and Risk Committee since then. Nicholas brings extensive financial experience through both his current appointment as Chair of Fidelity China Special Situations PLC, as well as from his previous roles with de Vere Group Limited, Société Générale, Morgan Grenfell and ABN Amro.
Upcoming Dividend • Apr 21Upcoming dividend of US$0.015 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.9%). Higher than average of industry peers (1.4%).
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.061 (up from US$0.018 in FY 2020). Revenue: US$1.50b (up 29% from FY 2020). Net income: US$88.9m (up 237% from FY 2020). Profit margin: 5.9% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 3.6%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Mar 04+ 1 more updateCoats Group plc Provides Group Earnings Guidance for the Fiscal Year 2022Coats Group plc provided group earnings guidance for the fiscal year 2022. The Group expects continued growth in 2022, and fiscal year 2022 performance is anticipated to be modestly ahead of the company's previous expectations.
Buying Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be US$0.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% per annum over the last 3 years. Earnings per share has declined by 9.3% per annum over the last 3 years.
Recent Insider Transactions • Dec 07Independent Chairman of the Board recently bought €240k worth of stockOn the 6th of December, David Gosnell bought around 310k shares on-market at roughly €0.78 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Reported Earnings • Aug 04First half 2021 earnings released: EPS US$0.034 (vs US$0.006 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$732.4m (up 37% from 1H 2020). Net income: US$49.2m (up US$57.8m from 1H 2020). Profit margin: 6.7% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Executive Departure • May 27Chairman of the Board Michael Clasper has left the companyOn the 19th of May, Michael Clasper's tenure as Chairman of the Board ended after 7.2 years in the role. As of March 2021, Michael personally held 1.69m shares (€1.2m worth at the time). A total of 3 executives have left over the last 12 months.
Upcoming Dividend • Apr 22Upcoming dividend of US$0.013 per shareEligible shareholders must have bought the stock before 29 April 2021. Payment date: 25 May 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).
Executive Departure • Apr 02CFO & Executive Director has left the companyOn the 31st of March, Simon Boddie's tenure as CFO & Executive Director ended after 4.7 years in the role. As of December 2020, Simon personally held 300.00k shares (€223k worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Mar 05Full year 2020 earnings released: EPS US$0.018 (vs US$0.067 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.16b (down 16% from FY 2019). Net income: US$26.4m (down 73% from FY 2019). Profit margin: 2.3% (down from 6.9% in FY 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue misses expectationsRevenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 16%, compared to a 9.7% growth forecast for the Luxury industry in Germany.
공시 • Mar 04Coats Group plc Announces Remuneration and Audit Committee ChangesCoats Group plc announced that Hongyan Echo Lu, Independent Non-Executive Director, will assume the role of Chair of the Remuneration Committee with effect from 1 May 2021. Echo has been a member of the Company's Remuneration Committee since joining the Coats Group plc Board as a Non-Executive Director on 1 December 2017. Echo will succeed David Gosnell as Chair of the Remuneration Committee. David will step down as Chair and as a member of the Remuneration Committee and as a member of the Audit and Risk Committee with effect from 1 May 2021. This is ahead of his appointment as Chair of the Board of Coats Group plc, which is due to take effect at the conclusion of the Company's Annual General Meeting scheduled for 19 May 2021. It is also announced that Nicholas Bull, Independent Non-Executive Director and Senior Independent Director, will join the Remuneration Committee on 1 May 2021.
공시 • Feb 19Coats Group plc to Report First Half, 2021 Results on Aug 03, 2021Coats Group plc announced that they will report first half, 2021 results on Aug 03, 2021
공시 • Feb 12Coats Group plc, Annual General Meeting, May 19, 2021Coats Group plc, Annual General Meeting, May 19, 2021.
Is New 90 Day High Low • Dec 11New 90-day high: €0.79The company is up 35% from its price of €0.58 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.54 per share.
Recent Insider Transactions • Nov 27Independent Non-Executive Director recently bought €109k worth of stockOn the 25th of November, David Gosnell bought around 140k shares on-market at roughly €0.78 per share. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of €223k worth in shares.
공시 • Nov 25Coats Group plc Announces Board ChangesCoats Group plc announced that Mike Clasper has advised the Board that he will retire as Chairman and from the Board of Coats, at the conclusion of the Annual General Meeting scheduled for 19 May 2021, after nearly eight years with the Company. Mike will be succeeded as Chairman by David Gosnell who is currently an Independent Non-Executive Director of Coats. David joined the Coats Board in 2015. He was formerly Chairman of Old Bushmills Distillery Company Ltd. and a Non-Executive Director of Brambles Ltd. David retired from Diageo plc in 2014 where he had most recently held the role of President of Global Supply and Procurement. David succeeds Mike as Chairman of the Nomination Committee with immediate effect. David will step down as Chair of the Remuneration Committee with effect from a date that will be announced in due course.
Is New 90 Day High Low • Nov 10New 90-day high: €0.73The company is up 3.0% from its price of €0.70 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.48 per share.
Is New 90 Day High Low • Sep 27New 90-day low: €0.55The company is down 9.0% from its price of €0.60 on 29 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.57 per share.