View ValuationCraneware 향후 성장Future 기준 점검 1/6Craneware (는) 각각 연간 8.3% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.3% 로 예상됩니다.핵심 정보8.3%이익 성장률6.36%EPS 성장률Healthcare Services 이익 성장20.0%매출 성장률5.6%향후 자기자본이익률12.30%애널리스트 커버리지Good마지막 업데이트20 Jul 2026최근 향후 성장 업데이트공고 • Jul 03Craneware plc Provides Earnings Guidance for the Year Ended 30 June 2026Craneware plc provided earnings guidance for the year ended 30 June 2026. The Board expects the Group's FY26 financial performance to be below market expectations, with revenue of USD 205 million - USD 208 million, broadly in line with FY25. This change results from the timing of eligible 340 B activity and the deferral of a small number of significant enterprise contracts, which are now expected to contribute during FY27. The final reported outcome remains subject to confirmation of eligible 340B activity recognised before the financial year end. The Group recognises a significant proportion of this revenue upon the customer receiving the benefit from these eligible 340B drugs, rather than at the point opportunities are identified. The financial impact of this reduced conversion only became apparent once the actual amount of 340B drugs shipped to the hospitals before year end became clear.모든 업데이트 보기Recent updates공고 • Jul 09The Craneware Group Introduces Medication Reimbursement IntelligenceThe Craneware Group introduced Medication Reimbursement Intelligence, its strategic framework for helping health systems manage medication reimbursement as a connected financial system. Medication reimbursement is changing. Evolving 340B reimbursement models, Medicare drug pricing requirements, third-party validation platforms, and increasing post-adjudication complexity are reshaping how medication revenue is validated, reconciled, and ultimately realized. What was once managed through a series of largely independent workflows has become a connected financial process that unfolds over time. Healthcare is entering an era where medication reimbursement must be managed as a financial system — not simply a series of reimbursement events. Drawing on decades of experience helping more than 2,000 hospitals and health systems improve financial performance, The Craneware Group has observed a fundamental shift in how medication reimbursement is managed. Health systems are being asked to navigate more reimbursement models, more validation requirements, and more financial dependencies than ever before. Many organizations have responded by adding workflows, tools, and staff. While necessary, those approaches often increase fragmentation across systems, teams, and timelines — limiting financial visibility, increasing audit exposure, and making it more difficult to understand financial performance across the reimbursement process. The pace of change across medication reimbursement now warrants a common framework for understanding and managing this growing complexity. Medication Reimbursement Intelligence is The Craneware Group's strategic framework for managing medication reimbursement as a connected financial system. Rather than responding to each new reimbursement requirement independently, Medication Reimbursement Intelligence brings together validation, submission, reconciliation, financial oversight, and evolving reimbursement models into a more integrated approach to financial management. It reflects how The Craneware Group believes health systems will increasingly need to manage medication reimbursement as reimbursement models continue to evolve. The Craneware Group is advancing Medication Reimbursement Intelligence through the continued development of Trisus OneLink - Medication, an evolving capability within the Trisus platform. Designed to support emerging reimbursement requirements, Trisus OneLink - Medication reflects The Craneware Group's commitment to helping health systems manage medication reimbursement through a more connected financial approach. The Craneware Group will continue the conversation during the 340B Coalition Summer Conference, where the company will engage healthcare leaders on the future of medication reimbursement and share how its ongoing investments are helping shape this emerging approach.Recent Insider Transactions • Jul 08Co-Founder recently bought €117k worth of stockOn the 6th of July, Keith Neilson bought around 9k shares on-market at roughly €12.89 per share. This transaction amounted to less than 1% 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 Keith's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Healthcare Services industry in Europe. Total loss to shareholders of 46% over the past year.New Risk • Jul 03New 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 8.9% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).공고 • Jul 03Craneware plc Provides Earnings Guidance for the Year Ended 30 June 2026Craneware plc provided earnings guidance for the year ended 30 June 2026. The Board expects the Group's FY26 financial performance to be below market expectations, with revenue of USD 205 million - USD 208 million, broadly in line with FY25. This change results from the timing of eligible 340 B activity and the deferral of a small number of significant enterprise contracts, which are now expected to contribute during FY27. The final reported outcome remains subject to confirmation of eligible 340B activity recognised before the financial year end. The Group recognises a significant proportion of this revenue upon the customer receiving the benefit from these eligible 340B drugs, rather than at the point opportunities are identified. The financial impact of this reduced conversion only became apparent once the actual amount of 340B drugs shipped to the hospitals before year end became clear.공고 • Mar 03Craneware plc Declares Interim Dividend for the Six Months Ended 31 December 2025, Payable on 16 April 2026Craneware plc announced the board has declared an interim dividend of 15.0 pence per ordinary share (20.25 cents per ordinary share) for the six months ended 31 December 2025 (H1 FY25: 13.5 pence per ordinary share (16.87 cents per ordinary share)). The interim dividend is payable on 16 April 2026 to those shareholders on the register as at 20 March 2026. The ex-dividend date is 19 March 2026. The interim dividend of 15 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who has registered to do so by the close of business on 20 March 2026. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 20 March 2026.공고 • Jan 20Craneware plc to Report First Half, 2026 Results on Mar 02, 2026Craneware plc announced that they will report first half, 2026 results on Mar 02, 2026공고 • Nov 22Craneware plc Announces Board ChangesAs previously announced, following many years of service on the Board of Directors, David Kemp, Senior Non-Executive Director, has decided not to stand for re-election at the Company's AGM later 21 November 2025 and as a result, will retire from the Board following the close of the meeting. The Board thanks him for his significant contributions during his tenure. His insight and constructive challenge have been invaluable, helping drive Craneware's success. Following the completion of the AGM, Alistair Erskine will assume the role of Senior Independent Director, Susan Nelson will assume the role of Chair of the Audit Committee and Jill Goldsmith will take over the role of Company Secretary to the Board.공고 • Oct 23+ 1 more updateCraneware plc, Annual General Meeting, Nov 21, 2025Craneware plc, Annual General Meeting, Nov 21, 2025. Location: the offices of craneware plc, 1 tanfield, eh3 5da, edinburgh United Kingdom공고 • Sep 16Craneware plc Recommends Final Dividend for the Year Ended 30 June 2025, Payable on 18 December 2025Craneware plc recommended final dividend for the year ended 30 June 2025 of 18.5 pence per share (FY24: 16.0 pence per share), resulting in a proposed total dividend for the year of 32.0 pence per share (FY24: 29 pence per share). Subject to shareholder approval at the Annual General Meeting, the final dividend is expected to be paid on 18 December 2025 to those on the register as at 28 November 2025, with the corresponding ex-dividend date of 27 November 2025. The final dividend of 18.5 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who register to do so by the close of business on 28 November 2025. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 28 November 2025.공고 • Jul 16Craneware plc to Report Fiscal Year 2025 Results on Sep 15, 2025Craneware plc announced that they will report fiscal year 2025 results on Sep 15, 2025공고 • Jun 12Bain Capital Intends Not to Make an Offer for CranewareFurther to the announcement on 16 May 2025 regarding a possible offer for Craneware plc (AIM:CRW) ("Craneware"), Bain Capital Private Equity (Europe), LLP ("Bain Capital"), in its capacity as an adviser to the funds managed and/or advised by it or its affiliates (the "Bain Capital Funds"), confirmed that it does not intend to make a firm offer for Craneware. This is a statement to which Rule 2.8 of the Code applies. Accordingly, Bain Capital and any person(s) acting in concert with it will, except with the consent of the Panel on Takeovers and Mergers (the "Takeover Panel"), be bound by the restrictions set out in Rule 2.8 of the Code. Under Note 2 of Rule 2.8 of the Code, Bain Capital, and any person(s) acting in concert with it, reserves the right to set the restrictions in Rule 2.8 of the Code aside in the following circumstances: a) with the agreement of the Board of Directors of Craneware; b) following the announcement of a firm intention to make an offer for Craneware by, or on behalf of, a third party; c) following the announcement by Craneware of a Rule 9 waiver proposal (as described in Note 1 of the Notes on Dispensations from Rule 9 of the Code), or a reverse takeover (as defined by the Code); or d) where the Takeover Panel has determined that there has been a material change in circumstances. Bain Capital also reserves the right to acquire shares of Craneware, subject to, and in accordance with, the Code and other applicable regulations.공고 • Jun 11Bain Capital Private Equity (Europe), LLP cancelled the acquisition of Craneware plc (AIM:CRW).Bain Capital Private Equity (Europe), LLP proposed to acquire Craneware plc (AIM:CRW) for approximately £940 million on May 16, 2025. Bain Capital confirms that the Bain Capital Funds are assessing a possible offer to acquire the issued and to be issued share capital of Craneware. This evaluation is highly preliminary in nature, and has not to date involved any approach to the Board of Craneware. The Board of Craneware confirms that no proposal has been received from Bain Capital. Khamran Ali and Nick Harper of Goldman Sachs International acted as financial advisor for Craneware plc. Neil Patel, Michael Nicholson, Benjamin Cryer and Kate Bannatyne of Peel Hunt LLP acted as financial advisor for Craneware plc. Bain Capital Private Equity (Europe), LLP cancelled the acquisition of Craneware plc (AIM:CRW) on June 11, 2025. The Board confirms that it rejected a proposal from Bain Capital that valued Craneware at £26.50 per share, a price which the Board believes fundamentally undervalues Craneware and its prospects. The proposal was received without the parties entering into a due diligence process. The Board believes that the proposal received from Bain is not in the best interest of shareholders and is not consistent with the Board's understanding of the objectives of shareholders. The Board believes the Company's share price performance over the last 12 months is not reflective of the Company's trading performance and the continued improving prospects of the business, instead reflecting non-Craneware specific market factors. Bain Capital Private Equity (Europe), LLP also confirms that it does not intend to make a firm offer for Craneware.공고 • Mar 12Craneware plc Declares an Interim Dividend, Payable on 17 April 2025The Board of Craneware plc has declared an interim dividend of 13.5 pence (16.87 cents) per ordinary share, payable on 17 April 2025 to those shareholders on the register as at 21 March 2025 (FY24 Interim dividend 13.0 pence). The ex-dividend date is 20 March 2025. The interim dividend of 13.5 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who has registered to do so by the close of business on 21 March 2025. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 21 March 2025. The interim dividend referred to above in US dollars of 16.87 cents is given as an example only using the Balance Sheet date exchange rate of $1.25/£1 and may differ from that finally announced.공고 • Jan 13+ 1 more updateCraneware plc to Report First Half, 2025 Results on Mar 11, 2025Craneware plc announced that they will report first half, 2025 results on Mar 11, 2025공고 • Nov 13Craneware plc Announces Board and Committee ChangesCraneware plc announced, following many years' service on the Board of Directors, Colleen Blye, Senior Non-Executive Director, and Russ Rudish, Non-Executive Director, are not standing for re-election at the Company's AGM later on 13 November 2024. The company announced the appointment of Tamra Minnier as Non-Executive Director, which will take effect following 13 November 2024 AGM. Tamra is an experienced senior US healthcare executive, currently holding the role of Senior Vice President, Health Services Division, and Chief Quality and Operational Excellence Officer for UPMC. Tamra's role includes overseeing the Wolff Center, the driving force for Quality and Safety, Nursing, Surgical Services, Pharmacy, Imaging and Laboratory Operations for UPMC and responsibility for The Beckwith Institute. Following the completion of the AGM, David Kemp, will assume the role of Senior Independent Director, as well as continuing his role as Chair of the Audit Committee; Alistair Erskine will assume the role of Chair of the Remuneration Committee, and the appointment of Tamra Minnier will come into effect. Tamra E. Minnier, aged 62, has been a director or partner of the following companies or partnerships during the five years preceding the date of this announcement: Current: The United Way of Southwestern Pennsylvania; Phipps Conservatory and Botanical Gardens Inc.; Aging Institute; Infectious Disease Connect Inc. and The United Way of Western Pennsylvania. Historic: Joint Commission Resources Inc. and Patient Safety Movement Foundation.New Risk • Oct 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 110% Dividend yield: 1.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (110% payout ratio). Significant insider selling over the past 3 months (€12m sold).Reported Earnings • Oct 20Full year 2024 earnings released: EPS: US$0.34 (vs US$0.26 in FY 2023)Full year 2024 results: EPS: US$0.34 (up from US$0.26 in FY 2023). Revenue: US$189.3m (up 8.8% from FY 2023). Net income: US$11.7m (up 27% from FY 2023). Profit margin: 6.2% (up from 5.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe.공고 • Oct 18Craneware plc, Annual General Meeting, Nov 13, 2024Craneware plc, Annual General Meeting, Nov 13, 2024. Location: the offices of craneware plc, 1 tanfield, eh3 5da, edinburgh United KingdomRecent Insider Transactions • Sep 13Co-Founder recently sold €11m worth of stockOn the 11th of September, Keith Neilson sold around 424k shares on-market at roughly €26.02 per share. This transaction amounted to 12% 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 Keith's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Sep 06Now 22% overvaluedOver the last 90 days, the stock has fallen 2.2% to €26.60. The fair value is estimated to be €21.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Declared Dividend • Sep 05Final dividend of UK£0.16 announcedShareholders will receive a dividend of UK£0.16. Ex-date: 28th November 2024 Payment date: 18th December 2024 Dividend yield will be 1.2%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 04Full year 2024 earnings released: EPS: US$0.34 (vs US$0.26 in FY 2023)Full year 2024 results: EPS: US$0.34 (up from US$0.26 in FY 2023). Revenue: US$189.3m (up 8.8% from FY 2023). Net income: US$11.7m (up 27% from FY 2023). Profit margin: 6.2% (up from 5.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe.공고 • Jul 18Craneware plc to Report Fiscal Year 2024 Results on Sep 03, 2024Craneware plc announced that they will report fiscal year 2024 results on Sep 03, 2024Reported Earnings • Mar 06First half 2024 earnings released: EPS: US$0.12 (vs US$0.11 in 1H 2023)First half 2024 results: EPS: US$0.12 (up from US$0.11 in 1H 2023). Revenue: US$91.2m (up 7.7% from 1H 2023). Net income: US$4.06m (up 3.4% from 1H 2023). Profit margin: 4.5% (down from 4.6% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Healthcare Services industry in Europe.공고 • Mar 05Craneware plc Declares Dividend, Payable on April 15, 2024The Board of Craneware plc declared a dividend of 13.0 pence (16.51 cents) per ordinary share, payable on 15 April 2024 to those shareholders on the register as at 22 March 2024 (Fiscal year 2023 Interim dividend 12.5 pence). The ex-dividend date is 21 March 2024. The interim dividend of 13.0 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who has registered to do so by the close of business on 22 March 2024. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 22 March 2024. The interim dividend referred to above in US dollars of 16.51 cents is given as an example only using the Balance Sheet date exchange rate of $1.27/£1 and may differ from that finally announced.이익 및 매출 성장 예측DB:3X6 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202823925646466/30/202722322396366/30/2026206172952612/31/202521122-610N/A9/30/2025208211935N/A6/30/2025206204560N/A3/31/2025202174965N/A12/31/2024198155470N/A9/30/2024194133956N/A6/30/2024189122542N/A3/31/2024185113653N/A12/31/202318194764N/A9/30/202317796581N/A6/30/202317498399N/A3/31/202317297590N/A12/31/202217096782N/A9/30/202216894054N/A6/30/202216691327N/A3/31/202214291024N/A12/31/20211189820N/A9/30/202197111022N/A6/30/202176131324N/A3/31/202175151525N/A12/31/202074171727N/A9/30/202073171424N/A6/30/202071171120N/A3/31/202071161323N/A12/31/201971151525N/A9/30/20197115N/A19N/A6/30/20197115N/A13N/A3/31/20197216N/A17N/A12/31/20187217N/A20N/A9/30/20186916N/A25N/A6/30/20186716N/A30N/A3/31/20186515N/A25N/A12/31/20176215N/A19N/A9/30/20176014N/A19N/A6/30/20175814N/A18N/A3/31/20175613N/A15N/A12/31/20165412N/A12N/A9/30/20165211N/A14N/A6/30/20165011N/A15N/A3/31/20164810N/A16N/A12/31/20154610N/A16N/A9/30/20154610N/A18N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3X6 의 연간 예상 수익 증가율(8.3%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 3X6 의 연간 수익(8.3%)이 German 시장(15.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3X6 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3X6 의 수익(연간 5.6%)이 German 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3X6 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3X6의 자본 수익률은 3년 후 12.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 07:17종가2026/07/23 00:00수익2025/12/31연간 수익2025/06/30데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Craneware plc는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert ChantryBerenbergAlexander James ShortBerenbergCiaran DonnellyBerenberg11명의 분석가 더 보기
공고 • Jul 03Craneware plc Provides Earnings Guidance for the Year Ended 30 June 2026Craneware plc provided earnings guidance for the year ended 30 June 2026. The Board expects the Group's FY26 financial performance to be below market expectations, with revenue of USD 205 million - USD 208 million, broadly in line with FY25. This change results from the timing of eligible 340 B activity and the deferral of a small number of significant enterprise contracts, which are now expected to contribute during FY27. The final reported outcome remains subject to confirmation of eligible 340B activity recognised before the financial year end. The Group recognises a significant proportion of this revenue upon the customer receiving the benefit from these eligible 340B drugs, rather than at the point opportunities are identified. The financial impact of this reduced conversion only became apparent once the actual amount of 340B drugs shipped to the hospitals before year end became clear.
공고 • Jul 09The Craneware Group Introduces Medication Reimbursement IntelligenceThe Craneware Group introduced Medication Reimbursement Intelligence, its strategic framework for helping health systems manage medication reimbursement as a connected financial system. Medication reimbursement is changing. Evolving 340B reimbursement models, Medicare drug pricing requirements, third-party validation platforms, and increasing post-adjudication complexity are reshaping how medication revenue is validated, reconciled, and ultimately realized. What was once managed through a series of largely independent workflows has become a connected financial process that unfolds over time. Healthcare is entering an era where medication reimbursement must be managed as a financial system — not simply a series of reimbursement events. Drawing on decades of experience helping more than 2,000 hospitals and health systems improve financial performance, The Craneware Group has observed a fundamental shift in how medication reimbursement is managed. Health systems are being asked to navigate more reimbursement models, more validation requirements, and more financial dependencies than ever before. Many organizations have responded by adding workflows, tools, and staff. While necessary, those approaches often increase fragmentation across systems, teams, and timelines — limiting financial visibility, increasing audit exposure, and making it more difficult to understand financial performance across the reimbursement process. The pace of change across medication reimbursement now warrants a common framework for understanding and managing this growing complexity. Medication Reimbursement Intelligence is The Craneware Group's strategic framework for managing medication reimbursement as a connected financial system. Rather than responding to each new reimbursement requirement independently, Medication Reimbursement Intelligence brings together validation, submission, reconciliation, financial oversight, and evolving reimbursement models into a more integrated approach to financial management. It reflects how The Craneware Group believes health systems will increasingly need to manage medication reimbursement as reimbursement models continue to evolve. The Craneware Group is advancing Medication Reimbursement Intelligence through the continued development of Trisus OneLink - Medication, an evolving capability within the Trisus platform. Designed to support emerging reimbursement requirements, Trisus OneLink - Medication reflects The Craneware Group's commitment to helping health systems manage medication reimbursement through a more connected financial approach. The Craneware Group will continue the conversation during the 340B Coalition Summer Conference, where the company will engage healthcare leaders on the future of medication reimbursement and share how its ongoing investments are helping shape this emerging approach.
Recent Insider Transactions • Jul 08Co-Founder recently bought €117k worth of stockOn the 6th of July, Keith Neilson bought around 9k shares on-market at roughly €12.89 per share. This transaction amounted to less than 1% 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 Keith's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Healthcare Services industry in Europe. Total loss to shareholders of 46% over the past year.
New Risk • Jul 03New 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 8.9% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).
공고 • Jul 03Craneware plc Provides Earnings Guidance for the Year Ended 30 June 2026Craneware plc provided earnings guidance for the year ended 30 June 2026. The Board expects the Group's FY26 financial performance to be below market expectations, with revenue of USD 205 million - USD 208 million, broadly in line with FY25. This change results from the timing of eligible 340 B activity and the deferral of a small number of significant enterprise contracts, which are now expected to contribute during FY27. The final reported outcome remains subject to confirmation of eligible 340B activity recognised before the financial year end. The Group recognises a significant proportion of this revenue upon the customer receiving the benefit from these eligible 340B drugs, rather than at the point opportunities are identified. The financial impact of this reduced conversion only became apparent once the actual amount of 340B drugs shipped to the hospitals before year end became clear.
공고 • Mar 03Craneware plc Declares Interim Dividend for the Six Months Ended 31 December 2025, Payable on 16 April 2026Craneware plc announced the board has declared an interim dividend of 15.0 pence per ordinary share (20.25 cents per ordinary share) for the six months ended 31 December 2025 (H1 FY25: 13.5 pence per ordinary share (16.87 cents per ordinary share)). The interim dividend is payable on 16 April 2026 to those shareholders on the register as at 20 March 2026. The ex-dividend date is 19 March 2026. The interim dividend of 15 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who has registered to do so by the close of business on 20 March 2026. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 20 March 2026.
공고 • Jan 20Craneware plc to Report First Half, 2026 Results on Mar 02, 2026Craneware plc announced that they will report first half, 2026 results on Mar 02, 2026
공고 • Nov 22Craneware plc Announces Board ChangesAs previously announced, following many years of service on the Board of Directors, David Kemp, Senior Non-Executive Director, has decided not to stand for re-election at the Company's AGM later 21 November 2025 and as a result, will retire from the Board following the close of the meeting. The Board thanks him for his significant contributions during his tenure. His insight and constructive challenge have been invaluable, helping drive Craneware's success. Following the completion of the AGM, Alistair Erskine will assume the role of Senior Independent Director, Susan Nelson will assume the role of Chair of the Audit Committee and Jill Goldsmith will take over the role of Company Secretary to the Board.
공고 • Oct 23+ 1 more updateCraneware plc, Annual General Meeting, Nov 21, 2025Craneware plc, Annual General Meeting, Nov 21, 2025. Location: the offices of craneware plc, 1 tanfield, eh3 5da, edinburgh United Kingdom
공고 • Sep 16Craneware plc Recommends Final Dividend for the Year Ended 30 June 2025, Payable on 18 December 2025Craneware plc recommended final dividend for the year ended 30 June 2025 of 18.5 pence per share (FY24: 16.0 pence per share), resulting in a proposed total dividend for the year of 32.0 pence per share (FY24: 29 pence per share). Subject to shareholder approval at the Annual General Meeting, the final dividend is expected to be paid on 18 December 2025 to those on the register as at 28 November 2025, with the corresponding ex-dividend date of 27 November 2025. The final dividend of 18.5 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who register to do so by the close of business on 28 November 2025. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 28 November 2025.
공고 • Jul 16Craneware plc to Report Fiscal Year 2025 Results on Sep 15, 2025Craneware plc announced that they will report fiscal year 2025 results on Sep 15, 2025
공고 • Jun 12Bain Capital Intends Not to Make an Offer for CranewareFurther to the announcement on 16 May 2025 regarding a possible offer for Craneware plc (AIM:CRW) ("Craneware"), Bain Capital Private Equity (Europe), LLP ("Bain Capital"), in its capacity as an adviser to the funds managed and/or advised by it or its affiliates (the "Bain Capital Funds"), confirmed that it does not intend to make a firm offer for Craneware. This is a statement to which Rule 2.8 of the Code applies. Accordingly, Bain Capital and any person(s) acting in concert with it will, except with the consent of the Panel on Takeovers and Mergers (the "Takeover Panel"), be bound by the restrictions set out in Rule 2.8 of the Code. Under Note 2 of Rule 2.8 of the Code, Bain Capital, and any person(s) acting in concert with it, reserves the right to set the restrictions in Rule 2.8 of the Code aside in the following circumstances: a) with the agreement of the Board of Directors of Craneware; b) following the announcement of a firm intention to make an offer for Craneware by, or on behalf of, a third party; c) following the announcement by Craneware of a Rule 9 waiver proposal (as described in Note 1 of the Notes on Dispensations from Rule 9 of the Code), or a reverse takeover (as defined by the Code); or d) where the Takeover Panel has determined that there has been a material change in circumstances. Bain Capital also reserves the right to acquire shares of Craneware, subject to, and in accordance with, the Code and other applicable regulations.
공고 • Jun 11Bain Capital Private Equity (Europe), LLP cancelled the acquisition of Craneware plc (AIM:CRW).Bain Capital Private Equity (Europe), LLP proposed to acquire Craneware plc (AIM:CRW) for approximately £940 million on May 16, 2025. Bain Capital confirms that the Bain Capital Funds are assessing a possible offer to acquire the issued and to be issued share capital of Craneware. This evaluation is highly preliminary in nature, and has not to date involved any approach to the Board of Craneware. The Board of Craneware confirms that no proposal has been received from Bain Capital. Khamran Ali and Nick Harper of Goldman Sachs International acted as financial advisor for Craneware plc. Neil Patel, Michael Nicholson, Benjamin Cryer and Kate Bannatyne of Peel Hunt LLP acted as financial advisor for Craneware plc. Bain Capital Private Equity (Europe), LLP cancelled the acquisition of Craneware plc (AIM:CRW) on June 11, 2025. The Board confirms that it rejected a proposal from Bain Capital that valued Craneware at £26.50 per share, a price which the Board believes fundamentally undervalues Craneware and its prospects. The proposal was received without the parties entering into a due diligence process. The Board believes that the proposal received from Bain is not in the best interest of shareholders and is not consistent with the Board's understanding of the objectives of shareholders. The Board believes the Company's share price performance over the last 12 months is not reflective of the Company's trading performance and the continued improving prospects of the business, instead reflecting non-Craneware specific market factors. Bain Capital Private Equity (Europe), LLP also confirms that it does not intend to make a firm offer for Craneware.
공고 • Mar 12Craneware plc Declares an Interim Dividend, Payable on 17 April 2025The Board of Craneware plc has declared an interim dividend of 13.5 pence (16.87 cents) per ordinary share, payable on 17 April 2025 to those shareholders on the register as at 21 March 2025 (FY24 Interim dividend 13.0 pence). The ex-dividend date is 20 March 2025. The interim dividend of 13.5 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who has registered to do so by the close of business on 21 March 2025. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 21 March 2025. The interim dividend referred to above in US dollars of 16.87 cents is given as an example only using the Balance Sheet date exchange rate of $1.25/£1 and may differ from that finally announced.
공고 • Jan 13+ 1 more updateCraneware plc to Report First Half, 2025 Results on Mar 11, 2025Craneware plc announced that they will report first half, 2025 results on Mar 11, 2025
공고 • Nov 13Craneware plc Announces Board and Committee ChangesCraneware plc announced, following many years' service on the Board of Directors, Colleen Blye, Senior Non-Executive Director, and Russ Rudish, Non-Executive Director, are not standing for re-election at the Company's AGM later on 13 November 2024. The company announced the appointment of Tamra Minnier as Non-Executive Director, which will take effect following 13 November 2024 AGM. Tamra is an experienced senior US healthcare executive, currently holding the role of Senior Vice President, Health Services Division, and Chief Quality and Operational Excellence Officer for UPMC. Tamra's role includes overseeing the Wolff Center, the driving force for Quality and Safety, Nursing, Surgical Services, Pharmacy, Imaging and Laboratory Operations for UPMC and responsibility for The Beckwith Institute. Following the completion of the AGM, David Kemp, will assume the role of Senior Independent Director, as well as continuing his role as Chair of the Audit Committee; Alistair Erskine will assume the role of Chair of the Remuneration Committee, and the appointment of Tamra Minnier will come into effect. Tamra E. Minnier, aged 62, has been a director or partner of the following companies or partnerships during the five years preceding the date of this announcement: Current: The United Way of Southwestern Pennsylvania; Phipps Conservatory and Botanical Gardens Inc.; Aging Institute; Infectious Disease Connect Inc. and The United Way of Western Pennsylvania. Historic: Joint Commission Resources Inc. and Patient Safety Movement Foundation.
New Risk • Oct 27New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 110% Dividend yield: 1.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (110% payout ratio). Significant insider selling over the past 3 months (€12m sold).
Reported Earnings • Oct 20Full year 2024 earnings released: EPS: US$0.34 (vs US$0.26 in FY 2023)Full year 2024 results: EPS: US$0.34 (up from US$0.26 in FY 2023). Revenue: US$189.3m (up 8.8% from FY 2023). Net income: US$11.7m (up 27% from FY 2023). Profit margin: 6.2% (up from 5.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe.
공고 • Oct 18Craneware plc, Annual General Meeting, Nov 13, 2024Craneware plc, Annual General Meeting, Nov 13, 2024. Location: the offices of craneware plc, 1 tanfield, eh3 5da, edinburgh United Kingdom
Recent Insider Transactions • Sep 13Co-Founder recently sold €11m worth of stockOn the 11th of September, Keith Neilson sold around 424k shares on-market at roughly €26.02 per share. This transaction amounted to 12% 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 Keith's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Sep 06Now 22% overvaluedOver the last 90 days, the stock has fallen 2.2% to €26.60. The fair value is estimated to be €21.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Declared Dividend • Sep 05Final dividend of UK£0.16 announcedShareholders will receive a dividend of UK£0.16. Ex-date: 28th November 2024 Payment date: 18th December 2024 Dividend yield will be 1.2%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 04Full year 2024 earnings released: EPS: US$0.34 (vs US$0.26 in FY 2023)Full year 2024 results: EPS: US$0.34 (up from US$0.26 in FY 2023). Revenue: US$189.3m (up 8.8% from FY 2023). Net income: US$11.7m (up 27% from FY 2023). Profit margin: 6.2% (up from 5.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe.
공고 • Jul 18Craneware plc to Report Fiscal Year 2024 Results on Sep 03, 2024Craneware plc announced that they will report fiscal year 2024 results on Sep 03, 2024
Reported Earnings • Mar 06First half 2024 earnings released: EPS: US$0.12 (vs US$0.11 in 1H 2023)First half 2024 results: EPS: US$0.12 (up from US$0.11 in 1H 2023). Revenue: US$91.2m (up 7.7% from 1H 2023). Net income: US$4.06m (up 3.4% from 1H 2023). Profit margin: 4.5% (down from 4.6% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Healthcare Services industry in Europe.
공고 • Mar 05Craneware plc Declares Dividend, Payable on April 15, 2024The Board of Craneware plc declared a dividend of 13.0 pence (16.51 cents) per ordinary share, payable on 15 April 2024 to those shareholders on the register as at 22 March 2024 (Fiscal year 2023 Interim dividend 12.5 pence). The ex-dividend date is 21 March 2024. The interim dividend of 13.0 pence per share is capable of being paid in US dollars subject to a shareholder having registered to receive their dividend in US dollars under the Company's Dividend Currency Election, or who has registered to do so by the close of business on 22 March 2024. The exact amount to be paid will be calculated by reference to the exchange rate to be announced on 22 March 2024. The interim dividend referred to above in US dollars of 16.51 cents is given as an example only using the Balance Sheet date exchange rate of $1.27/£1 and may differ from that finally announced.